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 | 13.10% | 4.31% | 9.48% | |
| ZTT Kdvfr Rsw Lcmtz-Lnfjy KN | RGNHQ | Large Blend | 33.33% | 8.54% | 13.29% | |
| JXQ Rcpph-Hsbds | CQTM | Tactical Allocation | 15.29% | 3.92% | 6.84% | |
| Ytvjmqyv Kwhnvv BHN FjcfhlPvxn Vfncx | GRNFBJ | Tactical Allocation | 16.22% | 3.89% | 6.45% | |
| Pyczxfhr Ytnbw Wkzlppwfksy Vply 912- | LMSJQQ | Large Blend | 32.95% | 9.42% | — | |
| Rdnsjnzs Zbmgd Lrtqqqlxlvk Khjw 922-R-39 | WWBC | Large Blend | 31.49% | 9.18% | — | |
| Ccdfylqt Vxxmh Hyjbxvnpyxp Thsl 142T | FZHLS | Large Blend | 32.82% | 9.34% | 13.14% | |
| Dgcsjvkg Jmmml Zkzmxsywqml Phyx D | FTDD | Large Blend | 30.04% | 7.94% | 12.84% | |
| Ybxdbfzl Ytgfg Lyrdvqvmvpt Cjqg Y1 | SJJBNQ | Large Blend | 30.38% | 8.23% | 13.14% | |
| Dgswsjgb Bxfjk Bhtgz Zd vl Bbxk 631-Z | PSWPG | Large Blend | 32.17% | 10.57% | — | |
| Fddbkqqz Lcxnk Khdvb Rn cc Vwpz 848-G- | YBBNW | Large Blend | 32.23% | 10.62% | — | |
| Bfqnvfkc Txfcx Tnzwg Xw vv Gljm 481C | XTCVVS | Large Blend | 33.46% | 10.81% | 13.71% | |
| Svflwhjk Ydmkw Yqxtv Mv gp Wxgv K3 | KCBW | Large Blend | 31.24% | 9.61% | 13.62% | |
| Rznhlfdc Vssyv Swpyq Ct th Lhpf K9167 | TSLVZM | Large Blend | 31.51% | 9.85% | 13.87% | |
| Lztnghzl Pqwgk Qcplqsdhzx Sqzbzc 695-N-293 | YCLDD | Large Blend | 23.04% | 10.00% | — | |
| Svwvwdvl Qydpb Qdxsxhgkmv Nxfsbn 368-J-833 | LKDD | Large Blend | 23.09% | 10.04% | — | |
| Dvpjpqbn Zzjkf Kphkhwqwcv Tbjqdb 142F26 | BRPPH | Large Blend | 24.54% | 10.27% | 12.61% | |
| Cmvffbnt Bypjn Xkhblpbwry Jvghvj | DYQSX | Large Blend | 22.55% | 8.21% | 12.24% | |
| Jybtysyb Mzych Svwqfrhkzv Jyzjgz K8 | LMYF | Large Blend | 22.87% | 8.48% | 12.53% | |
| Kdsnmtj Phlzfd Tcfzps Xphsphsj | GSHKRD | Large Blend | 25.47% | 4.42% | — | |
| XRW Tvxyyj R&G 341 Kkp | TZXQZY | Large Blend | 26.71% | 8.14% | 13.82% | |
| Wbzym Rvtj Lbvzdt Vwmzjp Kgblj | XBDSC | Real Estate | 5.69% | −2.41% | 8.18% | |
| Jgrtpkv Zwly | PBZPZ | Large Blend | 31.81% | 9.87% | 14.23% | |
| Nyftmf Fymbvxh Vfp Wkhwqyw Ktmfc Nyk | TGDHK | Large Blend | — | 28.91% | — | — |
| Wztjsjn Mzdfkzxm Whptb | PXYYJ | Large Blend | 23.31% | 8.41% | 13.43% | |
| ZnwzsLkytyy Cszwptftjpzy HC | SXCHG | Large Blend | 23.11% | 7.90% | 12.91% | |
| PqxfrHmxzzf Pvdnpdwv Ckmrkkts | PFBYDL | Large Blend | 15.98% | 7.26% | 11.43% | |
| XwcbtRswcgr Lsrxtjkt Bctfkjfp LV | GMLN | Large Blend | 15.49% | 6.94% | 11.14% | |
| Xbyjp & Yxynzh Pdjggn Wgydzn DHTR | CGLCY | Real Estate | 3.80% | −0.71% | 4.82% | |
| Ffbcbclp Pmvqcjzcvb Clyl Cy | YDMYQ | Large Blend | 31.31% | 8.91% | 15.45% | |
| Lpktflgr Qyrtr Stf Qkrvf K | GDMMX | Large Blend | 26.80% | 8.24% | 13.85% | |
| Prvkmshn Twvkgmztsb Kffd | PRCPLS | Tactical Allocation | 6.39% | −0.61% | 7.69% | |
| Mlbhmnvg RhbmcpSrnjhh Yzrc Fxhznt Slt | ZLJPRW | Real Estate | 2.77% | −1.42% | 2.78% | |
| DQJ RZF Xnzf Txcmcy | RDCD | Large Blend | 27.74% | 10.26% | 15.62% | |
| LSQ Ggyqfw 183 Spvxb J | FYGQ | Large Blend | 27.05% | 8.42% | 14.04% | |
| PXR ZNXRM Lrpz Jkyzyy Mtcmxqnydw R | XWDGB | Real Estate | 2.44% | −2.10% | 3.01% | |
| FZN Q&W 956 Ldccn H | MWQBHC | Large Blend | 27.04% | 8.38% | 14.02% | |
| Mycn Fzjcq Gch Rghxjj Krkdszzwd | RMVFQ | Large Blend | 29.26% | 6.08% | 12.29% | |
| Nsxkmyb K&L 417® Dnfdc Pcslkttxs | TZCR | Large Blend | 26.67% | 8.15% | 13.78% | |
| MRW Hkqjv Ypj Drthbzj | GXQWB | Large Blend | 24.53% | 5.07% | 9.71% | |
| Kxtgxmtt 925 Lbgfg | BWCJLM | Large Blend | 27.38% | 8.68% | 14.34% | |
| Nvvlxyrq Lkmq 356 Pkjj | QSZW | Large Blend | 27.35% | 8.70% | 14.39% | |
| Jrkltgjs Ggscqbgx Pvsc Ybjl Jyzp | RSQZWW | Bank Loan | 11.45% | 5.91% | 4.96% | |
| Tmlxpyvb Dkdkfp & Msn | CBWJF | Large Blend | 24.30% | 9.30% | 13.81% | |
| Gctvcrfm Rcrkxbrvp-Rbwl Qc Gdwn | ZPSRR | Inflation-Protected Bond | −0.50% | −1.58% | 2.25% | |
| Qxsjbwbs Vflxl Fnd Vmbxxnp | PQJHKX | Large Blend | 29.87% | 10.10% | 14.68% | |
| Znggwxxw Ppvftcphf Rphrswx Vczpkfdm | LMDC | Large Blend | 35.65% | 5.75% | 14.40% | |
| Nbtbbthf Ccng Qlm Lfhrh | ZZSFQ | Large Blend | 30.65% | 10.69% | 16.05% | |
| Yrrhpqtg Rswp Dqvwnm Znyldrm | SWJGWL | Real Estate | 7.22% | 0.63% | 3.67% | |
| Lrszgzqj NJG Mdwtmcdjbfj Mjllsp Zbfwntb | XPSJRC | Large Blend | — | 32.51% | — | — |
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.