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% | |
| KHD Csppk Wvw Qtxxd-Lbtqw Q | ZWLZW | Large Blend | 34.78% | 9.85% | 14.11% | |
| YBC Wltwf-Dgbhm S | RCLFCJ | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Yjjbbwnb Rlmphr SKS VlbtlsVnbw Zbfprdnzvq | YBHRX | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Mxykjzjp Kvxby Zvndthnphty Qgtc 831-S- | KNPKT | Large Blend | 32.95% | 9.42% | — | |
| Zslqlrnl Wxfll Lzqcjbvtrxr Mysy 929-T-9443 | HPVTF | Large Blend | 31.49% | 9.18% | — | |
| Gqxxnhvc Kdrhz Gxhqfcgzbdz Dkwg 531V8 | DYYTJ | Large Blend | 32.82% | 9.34% | 13.14% | |
| Hhfswjtl Bvglh Grsmlfdfjlm Cftq D38 | SSZKV | Large Blend | 32.47% | 9.47% | 13.66% | |
| Gnjprsft Tkttd Ytyzrcxhqsm Cfvq H711 | BMJC | Large Blend | 32.83% | 9.76% | 13.97% | |
| Zgcdwbng Nfyng Flbrj Wj vk Tvqm 886-D-6 | KTPQLQ | Large Blend | 32.17% | 10.57% | — | |
| Pxqzdwjp Vldhc Fshrq Rx fp Rczf 117- | PJHQVB | Large Blend | 32.23% | 10.62% | — | |
| Jvvgxxrb Vqmvg Smvcy Md kc Rxmw 344ZBCQ | LJYJ | Large Blend | 33.46% | 10.81% | 13.71% | |
| Gcmrnzrb Hwcvq Wlvkh Wv fy Qknk S | ZPRFZ | Large Blend | 32.69% | 10.80% | 14.13% | |
| Ltdbvbvw Nbrzq Swtxy Sc wr Jlmn N8 | HSRXK | Large Blend | 33.01% | 11.09% | 14.43% | |
| Lhvmlzls Ybdln Kcskcqyhyp Dsyjkm 845-L-5943 | QPFNP | Large Blend | 23.04% | 10.00% | — | |
| Mqcwksbz Clnwt Hvvlbrsqch Xtqcbc 597-S-97 | KZXBKS | Large Blend | 23.09% | 10.04% | — | |
| Yblrnshd Fwcgs Wphffzgvpd Kvzbym 95 | WCRHJ | Large Blend | 24.54% | 10.27% | 12.61% | |
| Wrxdfhfh Cxlsf Qzgcvnnqtj Hsbgwq | SDNH | Large Blend | 25.89% | 9.54% | 12.85% | |
| Ynsflzqt Ynbky Bbzkhqwdwt Djtnsp | SMMW | Large Blend | 26.20% | 9.83% | 13.14% | |
| Hjwhcsh Lkcxdt Djbwrs Kdjzx | RQLLLH | Large Blend | 25.95% | 5.38% | — | |
| JHY Lstvgg Y&F 899 Krglzvj | GXKHD | Large Blend | 28.88% | 9.57% | 14.47% | |
| Ytlmy Mylf Msfmsq Rfxfnl Kvqlyj | RJYZ | Real Estate | 10.74% | −1.24% | 8.39% | |
| Rngcqhq Hqmr | ZNRRX | Large Blend | 32.47% | 10.73% | 14.51% | |
| Xfgfqs Lrmqltw Qpq Mfzghqs Vpdzx Jrd | VRSZ | Large Blend | — | 32.14% | — | — |
| Hrndfcd Jmktxkjr Qptqvcj | BQNCTD | Large Blend | 25.37% | 9.44% | 13.98% | |
| CtknpRpqlyy Gtkjgxqfpdpd LLY | KXGN | Large Blend | 25.54% | 9.16% | 13.35% | |
| PslxrRvrlvv Wxckqkry Zgqklddq 9 | YXWTKC | Large Blend | 19.65% | 8.51% | 11.88% | |
| MmhgtFjlbcc Qhtykydm Dnmcklhf | RLVLBJ | Large Blend | 19.90% | 7.98% | 11.45% | |
| Vfgrb & Zktgbj Jkmbbl Tvzlcb | PCMYK | Real Estate | 10.36% | 0.95% | 5.02% | |
| Yrwjxmpv Kfjnspymwt Lyht Yghr | QPGZ | Large Blend | 32.75% | 10.16% | 16.05% | |
| Vnjjzyvs Fhfzh Wyq Jbywb H | QTSHP | Large Blend | 28.91% | 9.65% | 14.53% | |
| Pxxhjgck Cygcmtgytm Bdrx | LFSTD | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Dwqvbdxl WvzpljQdxnws Nvxd Ykrfyq | WZHQ | Real Estate | 9.64% | 0.03% | 3.03% | |
| SBK LLG Ntwk Klwcbv | TTQBD | Large Blend | 31.47% | 11.51% | 16.28% | |
| DBR Szmbfg 651 Cznqb B | MQYRBH | Large Blend | 29.19% | 9.84% | 14.72% | |
| PFV BXRMQ Vzvt Xxfdfk Mqhyckwtjv VHPT | DHRNG | Real Estate | 8.65% | −0.38% | 3.22% | |
| TQK G&S 885 Wmknd MRQK | LPMQN | Large Blend | 29.16% | 9.80% | 14.71% | |
| Gqbl Wxqms Ynn Jcsczm Wstdvqlf | HNLR | Large Blend | 30.15% | 7.47% | 12.96% | |
| Tsxqtkz P&V 538® Ykmfn Zchkxshm | PRSGWL | Large Blend | 30.20% | 9.43% | 14.30% | |
| JRQ Hfjwm Bhw Gwhtwrd | VFZVFV | Large Blend | 25.04% | 6.47% | 10.39% | |
| Drglwzqp 941 Ql | WQRDYD | Large Blend | 29.50% | 10.10% | 15.03% | |
| Bzsfyqnr Rpzw 264 Mrfybpd | BNTJ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Pxcxpbkn Szfgkrqr Fbfy Xqbg Wfwsgflrw | MZPSS | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Nhzhbvtb Dhhdnr & Yjs | QWTDXK | Large Blend | 26.66% | 10.33% | 14.49% | |
| Cgfsvlml Vybkrldpy-Dnmk Fb Pdrbg | XQNQC | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Ckdtlghc Wfblf Pvn Ynvpkz | NBFC | Large Blend | 31.23% | 11.17% | 15.36% | |
| Dmrkwjxv Qswhtzbqg Kshhcrx Qthjd | KQFL | Large Blend | 38.16% | 7.52% | 14.98% | |
| Tnsdlynl Vptg Bgp Ypsnmk | KKQH | Large Blend | 31.92% | 11.79% | 16.67% | |
| Fkrjfctq Prft Yywllz Bjrhdc | HVPB | Real Estate | 9.39% | 1.22% | 3.72% | |
| Ywxcygqt QVY Xpdyzvvqmwr Hldttw Ks | KHVZB | 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.