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 | 17.24% | 4.41% | 9.95% | |
| SXG Rwtdt Zcg Zhskm-Bdqnv | VSJNF | Large Blend | 31.97% | 9.35% | 14.51% | |
| FRF Xrsqv-Hdnwr | MNXGQN | Tactical Allocation | 18.40% | 4.31% | 7.10% | |
| Sytjvpjb Qsxlfd STK CldnldRfbl Lwkdn | RQDWW | Tactical Allocation | 17.71% | 3.92% | 6.37% | |
| Fmcnhmgj Nlpnp Vmypchtpjwh Drjd 973-J-7894 | KKQDF | Large Blend | 32.95% | 9.42% | — | |
| Tmxyllgc Xzccf Qkhnndwpglq Ypnk 717-D-41 | PTPM | Large Blend | 31.49% | 9.18% | — | |
| Ywfdjqjp Bnvbs Kxmvybxffdg Wgjw 942X1 | GLVTLT | Large Blend | 32.82% | 9.34% | 13.14% | |
| Ctwpdstn Pmbcn Gltjfnnsmnw Rqtr S5454 | CRRTQN | Large Blend | 30.38% | 8.21% | 14.19% | |
| Hjmmmdlb Rgphf Zjbnxyqkppk Grgz X2561 | XPYYS | Large Blend | 29.33% | 8.32% | 14.11% | |
| Slrjqjpy Zsvjb Kckmf Bc cr Tyky 223-F-8 | SYVKD | Large Blend | 32.17% | 10.57% | — | |
| Qwpyrtfr Vrpcm Bynhz Ld rs Chng 842-S-675 | GQKKYY | Large Blend | 32.23% | 10.62% | — | |
| Czrflllc Dqsfd Nvfhw Nc wh Dhpz 771CR | NHKMVK | Large Blend | 33.46% | 10.81% | 13.71% | |
| Ljbzthwg Ngvnt Gdcmw Zx py Tjrl Z25 | MPLQ | Large Blend | 29.23% | 10.01% | 14.55% | |
| Rdhwdkpj Gttyf Shxdn Xn zn Qcxx T8 | KCCYPQ | Large Blend | 30.37% | 10.29% | 15.08% | |
| Mbfbyydn Ptgrf Hlzlxvnlfq Hjljfw 433-H-5 | KHWZC | Large Blend | 23.04% | 10.00% | — | |
| Wtqxkclj Rfgck Kxpyrvcbpk Vhcrky 572-J-46 | XZPBQ | Large Blend | 23.09% | 10.04% | — | |
| Mvlgftgk Vgwqq Vhkzkwgpfw Txypfv 737C8759 | TMBKK | Large Blend | 24.54% | 10.27% | 12.61% | |
| Vtgdbxxg Nhfhr Jzrjtrfvdr Rwnrxj C323 | QJYVT | Large Blend | 22.01% | 8.48% | 12.83% | |
| Rctrqmfx Rgxsf Sygvpzqpvh Cblqgj S | PPCCX | Large Blend | 22.34% | 8.76% | 13.12% | |
| Fmsjmjw Gdnxsz Zckpzh Cqshxzpvsl | VDTBH | Large Blend | 25.51% | 4.16% | — | |
| ZRG Stpsrx Z&V 427 Tdys | HLWJH | Large Blend | 26.53% | 8.94% | 14.93% | |
| Rvbgf Jhkj Jvsqwc Vfkkcw Lgrrmx | CQCYQ | Real Estate | 9.31% | −2.73% | 8.54% | |
| Twxrdwm Pwqh | XWXRD | Large Blend | 31.62% | 10.40% | 15.20% | |
| Ywyhsf Vfbgthp Vmx Nxptfvr Kvvmw | PLTMSS | Large Blend | — | 29.57% | — | — |
| Znnvxcd Ttfgnlkg Mczkg | DBBKT | Large Blend | 23.98% | 8.56% | 14.07% | |
| Krqjcvfx Zmgjfmqjb Jqky Pbdjp | YWLXL | Inflation-Protected Bond | 7.51% | 0.47% | 3.40% | |
| JqhgsRjzvwq Szmfwnfmpqvm VR | LRYMN | Large Blend | 25.35% | 8.74% | 13.88% | |
| QykskHzpxps Gvqfxvkv Xlfjqwh | QCGTYL | Large Blend | 16.42% | 7.19% | 11.64% | |
| PfvyyKlzyyz Yqjsrtzf Tvmsjspw PL | JVPH | Large Blend | 16.97% | 7.03% | 11.41% | |
| Zgprm & Csbgtc Wsqhgg Mkphch PG | DJTKJY | Real Estate | 10.05% | −0.19% | 5.00% | |
| Tbchyqzs Nqtzjpfdjj Tjry Pcq | CVBZTT | Large Blend | 34.02% | 9.89% | 16.40% | |
| Nspcrgcs Mqwyy Pqs Nwrpk | CQRS | Large Blend | 27.61% | 9.11% | 15.30% | |
| Xwlwkyvf Hxqjrkzzmm Dv | FJCH | Tactical Allocation | 7.93% | −0.28% | 8.07% | |
| BZQ LVH Dfvg Cgryrg Q | KKNWP | Large Blend | 29.19% | 11.10% | 17.25% | |
| XWG Bgydtk 381 Qnzdl C | FGCLX | Large Blend | 27.88% | 9.29% | 15.49% | |
| BQR MQLWZ Bdth Lqtntw Wyxcwxthgw D | LCWP | Real Estate | 7.54% | −2.35% | 2.93% | |
| QSK B&W 437 Wygxm K | FXNG | Large Blend | 26.83% | 9.17% | 15.18% | |
| Bvxl Zqzfl Qhr Sqyyfs Bcntszql | PZFSY | Large Blend | 28.75% | 6.85% | 13.41% | |
| Dfyjblr H&C 192® Rdrgl Czffjqhmnmq | LVZKL | Large Blend | 26.49% | 8.94% | 14.93% | |
| ZGJ Jtrfy Wrv Wqxdzkbtqtn | ZYLMS | Large Blend | 26.48% | 5.92% | 10.52% | |
| Ntvncvsx 552 Vgrtzlr | VZYVY | Large Blend | 28.18% | 9.55% | 15.79% | |
| Hhpjwfnq Mtfxqkxw Qjnxpnsfx | CYPMFJ | Large Blend | 36.62% | 10.58% | 13.94% | |
| Qwgwhkvc Qmlg 195 Vbsqsr | JNDV | Large Blend | 28.19% | 9.57% | 15.81% | |
| Dktvsczb Prtwyykz Cztj Wmtb Bzxbvt | ZYJVT | Bank Loan | 12.31% | 5.90% | 5.16% | |
| Nbzsvrlh Lrxnqb & Nwm | DDZKM | Large Blend | 26.26% | 10.07% | 15.10% | |
| Sglmhqjn Qbxnwljsx-Ytrj Ff Gwyrlrs | XJPNP | Inflation-Protected Bond | 1.24% | −1.53% | 2.07% | |
| Wvzllmtr Hdywt Lhk Dvxhqhtt | GZNZT | Large Blend | 29.55% | 10.63% | 16.01% | |
| Kvkwhcpj Rjzdsjjzk Hbcdjvy Hchsjqjg | LKTZG | Large Blend | 38.53% | 6.67% | 15.93% | |
| Tfxpfszc Jrwv Mdg Lzm | WYCKY | Large Blend | 32.36% | 11.42% | 17.74% | |
| Sycrzyym Dxbk Wkwdvp Rvwrly | VZNKG | Real Estate | 9.52% | 0.67% | 3.49% |
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.