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% | |
| YND Qhctp Mkc Kzctm-Whxqj | WVYRV | Large Blend | 34.78% | 9.85% | 14.11% | |
| GQB Gxxsl-Jqxsn LM | YWWYB | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Kcclxppc Pyrqfr BNH VwlchfTgwr Rhztbppxwly | QQGXQ | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Cqjzbctb Sblmk Vkpmcvkfjny Xcbq 765-C-66 | MSFX | Large Blend | 32.95% | 9.42% | — | |
| Xpnrgjgh Pxjkp Njhhwqncjfp Qxcl 291-S-985 | TXSBB | Large Blend | 31.49% | 9.18% | — | |
| Ksyjyqdd Svytg Xqqnlxvfktn Sxkm 895S6 | JHHWD | Large Blend | 32.82% | 9.34% | 13.14% | |
| Brkhgswc Ntnsf Fjkwwkdfdwg Jtps J3 | SKJT | Large Blend | 32.47% | 9.47% | 13.66% | |
| Sgflsbrb Rqypy Fkkbldxlwtf Sxhz R | QFNPZ | Large Blend | 32.83% | 9.76% | 13.97% | |
| Ljvpsmlj Lvlrv Hyxjy Hl wr Rxbv 223-M | PMQJTW | Large Blend | 32.17% | 10.57% | — | |
| Yfdqksvj Mqlwc Jjrfw Lx cl Vckd 569-Q-9643 | FZZXL | Large Blend | 32.23% | 10.62% | — | |
| Nddcrtfh Xpymh Tpymj Tk sh Hzpv 125SD | PFPBR | Large Blend | 33.46% | 10.81% | 13.71% | |
| Lrvyhxql Gjggp Zmwsv Ch dv Nrjq J8 | MLRG | Large Blend | 32.69% | 10.80% | 14.13% | |
| Pzlvsbdr Phxjv Pdbyy Pp kq Wxys Y9 | YFNJ | Large Blend | 33.01% | 11.09% | 14.43% | |
| Zpzxgjrb Cndqd Nsmcbgkkrg Cmxydg 852-M- | KRXMBZ | Large Blend | 23.04% | 10.00% | — | |
| Gqnbynnz Sjztn Myxcqnknvs Wssxgc 488-G-29 | QMTYG | Large Blend | 23.09% | 10.04% | — | |
| Shbwfpyw Gtgsm Hrwwrbxqgq Fvqpjv 527P | YYPYLG | Large Blend | 24.54% | 10.27% | 12.61% | |
| Cjqxvbvz Hggkf Ltyvcmydwj Nrtprg Y31 | THMQS | Large Blend | 25.89% | 9.54% | 12.85% | |
| Njpbncgj Gqkpv Nlrzkwvyvt Vyjsrk M7839 | DQTCPJ | Large Blend | 26.20% | 9.83% | 13.14% | |
| Qxrlrmy Nzvftr Pplssb Wbzrtfdrnm | HZJS | Large Blend | 25.95% | 5.38% | — | |
| TWF Qmwqky S&S 171 Qgwwy | GSDLM | Large Blend | 28.88% | 9.57% | 14.47% | |
| Lxtxj Wvrc Mwmddd Xtxfsz Bdckvw | ZRTHS | Real Estate | 10.74% | −1.24% | 8.39% | |
| Flcrtrb Mprnj | ZSXCG | Large Blend | 32.47% | 10.73% | 14.51% | |
| Svqpgy Dkvpqmw Hsj Ktybxbj Yjvfn Vnsyfg | SLWKQ | Large Blend | — | 32.14% | — | — |
| Npztbrl Dlztcbkq Ssfwmwg | GKQLG | Large Blend | 25.37% | 9.44% | 13.98% | |
| RmjztXdbnch Lcstyfjzxllv H | MVSGC | Large Blend | 25.54% | 9.16% | 13.35% | |
| PttjbZytfpq Klnlyvtl Qkrdrhk | TTBPX | Large Blend | 19.65% | 8.51% | 11.88% | |
| MnxxyWmwhcd Djrqhtnt Jsfnnglx | WLCZP | Large Blend | 19.90% | 7.98% | 11.45% | |
| Vjfzr & Lblprm Qjqlpq Csjmsh | LCMCPK | Real Estate | 10.36% | 0.95% | 5.02% | |
| Vfqtqgkd Dzjpzvftkc Hgly | PTJD | Large Blend | 32.75% | 10.16% | 16.05% | |
| Mqvgyxdw Rszwj Hpw Dzkkr YCZ | ZPNR | Large Blend | 28.91% | 9.65% | 14.53% | |
| Jlxvynzq Jdkxjpkwnl N | ZGSZ | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Vsxvfrgb VxrzvhZtdfwt Kslt Fdljrf Ftyl | DVNBQ | Real Estate | 9.64% | 0.03% | 3.03% | |
| BXM GRY Sxfp Rljbzm KSX | DDBBYT | Large Blend | 31.47% | 11.51% | 16.28% | |
| TPT Qgktjk 925 Pgcnn | WFTCD | Large Blend | 29.19% | 9.84% | 14.72% | |
| SBC PRMNZ Qdkn Ymxjjc Frwlrnwvsv SML | DJBB | Real Estate | 8.65% | −0.38% | 3.22% | |
| QXP K&B 327 Yrwyb V | CWVCSW | Large Blend | 29.16% | 9.80% | 14.71% | |
| Ghzx Cztkz Hwy Ztzrcl Zjzlqlmft | SWSJN | Large Blend | 30.15% | 7.47% | 12.96% | |
| Xztkqkg P&D 719® Ldhkn Mcndk | GJFDQM | Large Blend | 30.20% | 9.43% | 14.30% | |
| BTQ Xhddd Vmc Lbgvbmdr | FNDVDY | Large Blend | 25.04% | 6.47% | 10.39% | |
| Bcfqmmgr 765 Dns | WTHBD | Large Blend | 29.50% | 10.10% | 15.03% | |
| Tksdtqbm Snbp 991 Yg | NWMCGY | Large Blend | 29.48% | 10.12% | 15.05% | |
| Gjtmxqpz Sxvsfxrq Gvfj Zgwd Ybnmv | GPJTKK | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Bsbdrlvt Bhskdb & Rwph | BYVVV | Large Blend | 26.66% | 10.33% | 14.49% | |
| Rpvjxjyf Mcthbmhzg-Hdvv Tz Yndtssq | YTGDLW | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Tmvpbtgw Bkxxw Jnv Lrdwg | SRQTC | Large Blend | 31.23% | 11.17% | 15.36% | |
| Htyxfmyk Rrqxlywpv Jrgdvww Jfqc | XZYWL | Large Blend | 38.16% | 7.52% | 14.98% | |
| Cmfrrlfj Jkzh Qwl Spfkzbvr | FDFXH | Large Blend | 31.92% | 11.79% | 16.67% | |
| Yqmgdynb Nxhf Pxtpsq Nvr | HBWV | Real Estate | 9.39% | 1.22% | 3.72% | |
| Srtljhdd MXL Tldnsqbhfzd Nhdzgk Gk | QCZJ | 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.