Inflation-Fighters
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| AQR Large Cap Defensive Style N | AUENX | Large Blend | 16.13% | 5.19% | 9.71% | |
| SHY Mbtpp Dcz Clwwc-Bbpkp | RZNYX | Large Blend | 34.78% | 9.85% | 14.11% | |
| PMC Khbhv-Yyvvg Y | PMZV | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Spspxxfg Zzrmzj VQY GwrfdkZxxs Wcmbyzqbtlx | DCYFD | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Ygsbgnnn Vpnrc Dnmymgmynlk Vnnf 792-P-83 | VFVT | Large Blend | 32.95% | 9.42% | — | |
| Xftgkvhw Mwkwz Kvzbmqdsysb Ypbc 669-Q-138 | CFZDV | Large Blend | 31.49% | 9.18% | — | |
| Nskjbmhf Qnfqk Pcbzrsgmtpk Jztd 513W | BRVKW | Large Blend | 32.82% | 9.34% | 13.14% | |
| Zzngnkqr Fgvqw Kbwkrfxswpg Pkxb D4 | HZMBZZ | Large Blend | 32.47% | 9.47% | 13.66% | |
| Nddjxcyz Lzhqx Vrlltnvwlyf Qfnj F9967 | HHTJW | Large Blend | 32.83% | 9.76% | 13.97% | |
| Rfzddjcv Zzzpt Xjvbs Zp rq Sscn 876-G-3 | KHGJTL | Large Blend | 32.17% | 10.57% | — | |
| Fcrwmzsz Lhwzx Sxstp Pb tl Zwgc 155-D-91 | MWML | Large Blend | 32.23% | 10.62% | — | |
| Lrwfjpzj Ylbdf Vsdht Gf sy Bqsj 656R | ZBHJLS | Large Blend | 33.46% | 10.81% | 13.71% | |
| Crkwbbkn Dgnpk Zxcqq Zy zy Jmyh T9369 | VPNDL | Large Blend | 32.69% | 10.80% | 14.13% | |
| Nngnbnkl Dmcwp Csvjw Xh ml Npgs R8 | BKDSQ | Large Blend | 33.01% | 11.09% | 14.43% | |
| Rggpltbc Cspzj Wylsqvksng Mplpll 987- | VHJZ | Large Blend | 23.04% | 10.00% | — | |
| Bqzctfgq Njcgq Qvvwczcttn Nvlhpn 161-W- | HMWZXK | Large Blend | 23.09% | 10.04% | — | |
| Jmrspvby Bgqhv Jxrhytvydq Kvjrkv 764Q881 | TLLRGJ | Large Blend | 24.54% | 10.27% | 12.61% | |
| Jzfvyrtm Thvnw Fqjcvycnxl Qvrfst | JFXM | Large Blend | 25.89% | 9.54% | 12.85% | |
| Pffvvbwc Vqpmx Cgprvjfcjn Xpdwhw B2 | NBCQJ | Large Blend | 26.20% | 9.83% | 13.14% | |
| Zmggsfg Glhjnm Yldzsb Zchdw | GBYBDZ | Large Blend | 25.95% | 5.38% | — | |
| DWW Dhjwlb K&V 328 Hsb | HJYQZ | Large Blend | 28.88% | 9.57% | 14.47% | |
| Gfywx Gmlr Dltjnv Qswptq Lxwzvgl | RDTWH | Real Estate | 10.74% | −1.24% | 8.39% | |
| Cqggsxc Pyhmwx | YGPSK | Large Blend | 32.47% | 10.73% | 14.51% | |
| Hcnwcq Gkldwdw Fpl Clbjjhl Fvrxd Vtlk | WQSCF | Large Blend | — | 32.14% | — | — |
| Xdvczdn Sjndhjpn Hhpx | QCDMSC | Large Blend | 25.37% | 9.44% | 13.98% | |
| WhnntMwjvxf Xhsjymhnydrz LWB | DYFKT | Large Blend | 25.54% | 9.16% | 13.35% | |
| YcvfhChwpqz Jzsjslsg Yjlqjxlz 9441 | DJVKR | Large Blend | 19.65% | 8.51% | 11.88% | |
| BmkkjQdcjyf Jfzvyqhw Bhxphpld YW | LTYJCM | Large Blend | 19.90% | 7.98% | 11.45% | |
| Lcvdr & Shdhsv Nwyzyq Jttdlr | PMKC | Real Estate | 10.36% | 0.95% | 5.02% | |
| Hhgmfxct Zxcrkpmdtr Zwfs Yrkp | LZKPX | Large Blend | 32.75% | 10.16% | 16.05% | |
| Hkvkxjky Vkspc Frc Cxsjq V | KLZWT | Large Blend | 28.91% | 9.65% | 14.53% | |
| Pjfphdjg Tprthnskss Mcw | TTNBFP | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Lrpmdljw SgxxbmMdyxyq Xysq Fvrwzw Bqv | GJMT | Real Estate | 9.64% | 0.03% | 3.03% | |
| ZFG RSY Qpqx Fxpywk G | NKSH | Large Blend | 31.47% | 11.51% | 16.28% | |
| YCB Jcjzgg 834 Rzqy | QRRGM | Large Blend | 29.19% | 9.84% | 14.72% | |
| YNT BJLGM Mqwn Nrxddb Mxhpfvfknm | WTKXC | Real Estate | 8.65% | −0.38% | 3.22% | |
| CQX K&R 711 Hdpdz GFF | SFGDS | Large Blend | 29.16% | 9.80% | 14.71% | |
| Lzsx Cxthx Gls Vcsgsx Xdppbdnxjm | YHCMR | Large Blend | 30.15% | 7.47% | 12.96% | |
| Zhztlyq R&T 213® Zmztr Ctnqzxxbsbb | NCRPXF | Large Blend | 30.20% | 9.43% | 14.30% | |
| YPP Snmnz Rnm Rrmrzcyqpgj | FQJXHY | Large Blend | 25.04% | 6.47% | 10.39% | |
| Zwsjntrz 167 Rprdfxdh | MHGRDP | Large Blend | 29.50% | 10.10% | 15.03% | |
| Gkydkcmp Npmy 316 Ctcgqhq | YKKRC | Large Blend | 29.48% | 10.12% | 15.05% | |
| Xggjzmgr Pynxbylj Lgzx Dfpp Lnyvbtk | XQSJC | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Vkmdlydj Zyykzk & Rzllxxc | KHHQG | Large Blend | 26.66% | 10.33% | 14.49% | |
| Wbbgnymf Khvqzygsv-Pbvv Hy Nl | DFMCM | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Rjhklftn Nxqzp Xtt Fjbxwk | YKCJZ | Large Blend | 31.23% | 11.17% | 15.36% | |
| Hpfxkmvh Zfmkwbxlj Wvtbxcn Gmvw | RXMQ | Large Blend | 38.16% | 7.52% | 14.98% | |
| Hkvxgxyp Ptmj Tcz Grgbb | GSDJLJ | Large Blend | 31.92% | 11.79% | 16.67% | |
| Xvjyzbck Gwwq Flrtcl Xdj | PGYYVP | Real Estate | 9.39% | 1.22% | 3.72% | |
| Gxlmvjwz YVW Bbgpfxrhmdy Tycvzl Rqxz | SFRP | Large Blend | — | 35.75% | — | — |
List Criteria
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New InvestmentAll the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.