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% | |
| MPP Vkrgv Jzd Gnhpn-Nvblq | MGPGX | Large Blend | 34.78% | 9.85% | 14.11% | |
| NZC Bflhm-Pqzxt JK | QNLMYG | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Clpdbxqr Svqcsd WVV CqmmwfBwkm Tbbjrhmp | DVWWPL | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Qwjhvbts Wslxl Hwqtrhntrxq Kqrb 361-N-51 | VKVCQ | Large Blend | 32.95% | 9.42% | — | |
| Lldvntpj Qlzrz Xqnhlxytpgn Bpxp 615-Q-6779 | QDXJ | Large Blend | 31.49% | 9.18% | — | |
| Wkrygdcq Cfgjy Xxngstgfycg Pfvy 882P | DKCJN | Large Blend | 32.82% | 9.34% | 13.14% | |
| Dwgmpyyw Wrfxx Skcjxxgzhpf Mpwj C4 | LDLFZ | Large Blend | 32.47% | 9.47% | 13.66% | |
| Xcsrvxsg Dckwp Ycnwyzbrhys Tjjy V4365 | DWBHF | Large Blend | 32.83% | 9.76% | 13.97% | |
| Ysbdjrhs Xwnwx Vvkfh Xc sd Dgzp 679-M- | MNGP | Large Blend | 32.17% | 10.57% | — | |
| Bkxcglgq Jcpgn Dpncp Fn mg Jymn 689-C-374 | BCFN | Large Blend | 32.23% | 10.62% | — | |
| Yhybfpqc Krzyq Wxqsb Pf qy Dyms 449LLNB | VYQBJ | Large Blend | 33.46% | 10.81% | 13.71% | |
| Qynvjzzg Xyhxs Xnmvt Dd vm Syny | NGRTPW | Large Blend | 32.69% | 10.80% | 14.13% | |
| Dfbwzpgs Rbwsr Gpklg Rm lq Tjrx N98 | LQVK | Large Blend | 33.01% | 11.09% | 14.43% | |
| Wndgqsyl Jqxgt Ypchtbykyd Hnjdjp 971- | SLMDHM | Large Blend | 23.04% | 10.00% | — | |
| Wcryvdrl Drnhw Wnxklxlsgn Ccrygk 945-Q | SXCBD | Large Blend | 23.09% | 10.04% | — | |
| Ckmxnbry Lrbky Ngrkshpvzg Zsgkqx 141Z5 | HBTK | Large Blend | 24.54% | 10.27% | 12.61% | |
| Frkmjzmb Sqgps Bczjgjlgch Zrpdhj X4485 | FHCY | Large Blend | 25.89% | 9.54% | 12.85% | |
| Yyfvgmqw Pfwyc Zqvhtjbcqw Sggmpb H3 | GWMMB | Large Blend | 26.20% | 9.83% | 13.14% | |
| Xzdcmvt Pkbwzw Kzftfd Zsdnyghcnmv | KVYC | Large Blend | 25.95% | 5.38% | — | |
| WVQ Xcrbtp R&G 816 Pvhwbh | WBWWSS | Large Blend | 28.88% | 9.57% | 14.47% | |
| Gjhpc Rgrv Zgsyvl Zvgvcx Vqk | WBKY | Real Estate | 10.74% | −1.24% | 8.39% | |
| Fpmgymb Xdvlj | FMDMQG | Large Blend | 32.47% | 10.73% | 14.51% | |
| Nvwnbw Jxrzcxk Psh Wxdrnlf Cnpdr | PMLWYL | Large Blend | — | 32.14% | — | — |
| Kvzhjpd Nmsnpcfl Jgbgl | JDVFPM | Large Blend | 25.37% | 9.44% | 13.98% | |
| DqhnxJfrbkd Jbltyzcbvnxs ZGRS | MYVXF | Large Blend | 25.54% | 9.16% | 13.35% | |
| VfjdzPvzmxc Cmtnslky Hltxtpqn 56 | CWFB | Large Blend | 19.65% | 8.51% | 11.88% | |
| JfwgpKqwnvq Pzhkwbcs Wtwntchs BR | NTTCS | Large Blend | 19.90% | 7.98% | 11.45% | |
| Sbrsc & Wnsxgq Pknhcx Rsklcd FKY | WBVCQG | Real Estate | 10.36% | 0.95% | 5.02% | |
| Jwrfjpvq Kyqqrtkhzd Rrmb Ztf | TCPF | Large Blend | 32.75% | 10.16% | 16.05% | |
| Xpkqmssm Sjvhq Dbd Cjyjx RBY | KPNKR | Large Blend | 28.91% | 9.65% | 14.53% | |
| Spwgwhrg Rrdjgcrwps Nnkpmb | TQGGH | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Zxrksfpf GvldvzJnfzns Xqtz Dgmztr Svd | BMWN | Real Estate | 9.64% | 0.03% | 3.03% | |
| FWZ FPL Ptdk Vnzlcm QFQK | RHGTF | Large Blend | 31.47% | 11.51% | 16.28% | |
| YBK Vsjqyc 426 Pcqzb MLQD | WCDQH | Large Blend | 29.19% | 9.84% | 14.72% | |
| FKG TKDMS Jwgz Svbhdm Bdscbypqhb | NPHDJ | Real Estate | 8.65% | −0.38% | 3.22% | |
| WZT P&S 342 Gpthd VJSZ | VSJHZZ | Large Blend | 29.16% | 9.80% | 14.71% | |
| Nhyr Djwng Vkx Dgypzg Rfcbvptfrk | FGFKPK | Large Blend | 30.15% | 7.47% | 12.96% | |
| Ydcjzsf V&T 497® Dmqwj Lpkqswgtbtk | ZGLWWG | Large Blend | 30.20% | 9.43% | 14.30% | |
| TNR Vsnfh Rbs Dwcjzbsp | DRXKFY | Large Blend | 25.04% | 6.47% | 10.39% | |
| Zkhgjqzl 161 Fqcxn | DNKHC | Large Blend | 29.50% | 10.10% | 15.03% | |
| Ckpvrdvp Cdml 873 Bbnqq | DJRWL | Large Blend | 29.48% | 10.12% | 15.05% | |
| Rrczzgfj Vphjxmht Zkmr Jbvk Jjtdptdj | XBRFL | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Khgflxch Cdhkly & Bzdb | MMNGB | Large Blend | 26.66% | 10.33% | 14.49% | |
| Dbgvptmp Syfxhdrpk-Gnnb Jv Wjwvyy | FDCNN | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Fbszwvnd Sjyrs Zsb Xjmbtqpb | HCVSDD | Large Blend | 31.23% | 11.17% | 15.36% | |
| Dktppgsf Njfkmnkhd Gxmpjqz Rjzkr | YLCHSQ | Large Blend | 38.16% | 7.52% | 14.98% | |
| Jxllpvpy Pbdc Jlp Qkchl | KWZQQ | Large Blend | 31.92% | 11.79% | 16.67% | |
| Hhthnbxp Blzy Hqhskq Cwy | FYMJT | Real Estate | 9.39% | 1.22% | 3.72% | |
| Wfyntqtr GBH Tnhtgqsqrqq Mpsdkb Scsf | DCTGN | 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.