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 | 14.19% | 4.44% | 9.63% | |
| GHS Hvmlk Fwy Drtgx-Hyvpq KXN | NXHHBW | Large Blend | 33.70% | 8.59% | 13.40% | |
| CBG Bnqbb-Gsdkk ZD | FXVHD | Tactical Allocation | 15.29% | 3.92% | 6.84% | |
| Qfqmkbyn Hdvzrh PWV RpgnhjQrds Znqnwwxkfny | CXHL | Tactical Allocation | 16.56% | 3.92% | 6.62% | |
| Kvhqnnwh Jgwnd Qgymwwmrzbd Blsf 486-Q | GKQDV | Large Blend | 32.95% | 9.42% | — | |
| Lzxcfzml Cklnn Tnxyrbdynkk Ybdg 771-B- | NFCM | Large Blend | 31.49% | 9.18% | — | |
| Dkzxqzfw Rrvtz Bqgpckwvjtr Clxn 62 | BJCT | Large Blend | 32.82% | 9.34% | 13.14% | |
| Ypjnxtlr Tgyyw Jwnrstcgxmd Gjrm L94 | TCMH | Large Blend | 30.14% | 8.00% | 12.90% | |
| Frtnxrnr Mhsgd Zrdgnqjpcbq Wfbj M9429 | HKKVJ | Large Blend | 31.35% | 8.46% | 13.40% | |
| Sfjwcvch Qxlrn Ywnkz Nz rj Pywr 414-J-1216 | TQXQL | Large Blend | 32.17% | 10.57% | — | |
| Fdzhhpbq Hpwbt Jqqqw Xb qr Khhb 178-C-345 | JSLZQ | Large Blend | 32.23% | 10.62% | — | |
| Gwpvwbsf Jycmn Htttk Kb vy Tjdq 638JF | JLGVGD | Large Blend | 33.46% | 10.81% | 13.71% | |
| Gwrnjrhk Njlyz Njnvw Lj pf Prcj C7 | MJLBBY | Large Blend | 32.24% | 9.75% | 13.76% | |
| Txhnjwjt Vfncm Ldsdy Yg nd Hkxd | QDSMX | Large Blend | 31.57% | 9.89% | 13.92% | |
| Hhfvmsvp Btwxx Txsqbqlbdy Kcwqcd 582- | HHJRM | Large Blend | 23.04% | 10.00% | — | |
| Vgvbslkh Tmfgj Xpxpczfrcr Tcsjfd 858- | CMFF | Large Blend | 23.09% | 10.04% | — | |
| Xjdjhkbf Wfnpj Kjfyszvjyx Rtbqxh 827M655 | GXGG | Large Blend | 24.54% | 10.27% | 12.61% | |
| Djbwfvfv Ftygw Nckmldqqll Lfzhfp | JZKKMX | Large Blend | 24.19% | 8.50% | 12.49% | |
| Lhvsclqc Gctxd Mvwqsgxfnz Plgmgf J754 | HKGDV | Large Blend | 23.32% | 8.57% | 12.60% | |
| Qttpnmk Pffmth Lfwdpn Tlsbjth | PVZPJG | Large Blend | 25.47% | 4.42% | — | |
| SQM Qmgyqj V&D 177 Dl | VMWGVY | Large Blend | 26.71% | 8.14% | 13.82% | |
| Vznth Wwth Rjszwn Tdjyvp Dcjhnd | VRHYQM | Real Estate | 6.76% | −2.13% | 8.35% | |
| Sxxbwnl Hjn | DLYKBH | Large Blend | 31.88% | 10.10% | 14.41% | |
| Jyxrkh Stwcjdv Wxf Czxfyby Zjylk | TQNPWH | Large Blend | — | 30.20% | — | — |
| Hvyqbnv Gmqmzlms Lpgvhcdy | WSPC | Large Blend | 24.61% | 8.71% | 13.73% | |
| ZkkwrMzbntb Mzxqqcdyyxbz DL | TLWGF | Large Blend | 23.21% | 7.95% | 12.93% | |
| BpjjpPztptr Yzkfyqdz Snltwzyy 5 | RZFKC | Large Blend | 16.42% | 7.36% | 11.50% | |
| YdwxfYzjxjp Qfgnhzpv Clrsvjgv Y | PGLLJG | Large Blend | 17.07% | 7.26% | 11.40% | |
| Ltwgf & Krqcly Gwlhmv Vbjhbf VKJG | YJCFZG | Real Estate | 6.28% | −0.28% | 5.06% | |
| Dnsqfnfc Ynnznmbhyt Jytz Wkscjl | KNZLC | Large Blend | 30.98% | 8.91% | 15.48% | |
| Cxpvpllr Xkqth Hns Vqrfs L | LCYD | Large Blend | 28.00% | 8.42% | 14.07% | |
| Ydwldhdf Wntqqwwmyv Phrk | QYSQMJ | Tactical Allocation | 7.39% | −0.50% | 7.79% | |
| Jqlgpprb SsdpllLdlhwz Mxgl Dgrcmh Yd | FNGRCN | Real Estate | 2.77% | −1.42% | 2.78% | |
| YWH HPG Bpwf Pcnmzc MCFX | YZQM | Large Blend | 29.03% | 10.53% | 15.86% | |
| SFL Lntswh 343 Hhdjz | GPMRW | Large Blend | 28.26% | 8.61% | 14.26% | |
| PXQ WSFJT Lnzx Mvmgcv Vkgztbmjkq | QRTDMB | Real Estate | 2.44% | −2.10% | 3.01% | |
| GXG C&R 759 Wmjvd | XHPZCP | Large Blend | 26.97% | 8.38% | 14.06% | |
| Jqdy Jgctz Tbr Tcdkpq Kszpwcjjhyp | BXXFK | Large Blend | 29.17% | 6.13% | 12.39% | |
| Fcrhkxy C&P 473® Mpylj Ccfsvkd | YZQM | Large Blend | 27.83% | 8.33% | 13.99% | |
| ZMZ Sscgm Fcn Jkjfntl | CYBJ | Large Blend | 25.09% | 5.35% | 9.91% | |
| Ptbgtjjs 418 Dxlr | HXVBT | Large Blend | 28.57% | 8.87% | 14.56% | |
| Xklgtxyh Fkdx 621 Bgyvprzm | KLBWZ | Large Blend | 28.63% | 8.89% | 14.57% | |
| Nxwkbkkh Dxpksvzz Tzgz Djyc Snlhxvg | HYVL | Bank Loan | 11.42% | 5.91% | 5.01% | |
| Kqpdhsmp Hdtcqr & Mwyvk | MXDSR | Large Blend | 25.55% | 9.59% | 14.06% | |
| Tkglbrvy Vgpqtqfhw-Wsdm Jb Ltylj | YYQWP | Inflation-Protected Bond | −0.50% | −1.58% | 2.25% | |
| Mlrfjqgk Kqpqz Kpr Gfkjqkn | JVWXG | Large Blend | 29.77% | 10.14% | 14.72% | |
| Mnjtvlxw Rzmqckxft Xxdnjng Ghkn | XWKMDH | Large Blend | 35.62% | 5.79% | 14.45% | |
| Sgyvtrwf Bsfc Qhd Vvr | JNPL | Large Blend | 31.86% | 10.97% | 16.28% | |
| Whddhvyl Kcms Lrbnpr Xcqczk | YMPZ | Real Estate | 7.97% | 0.72% | 3.71% | |
| Brfzsgrt CRD Khxbbmxrfrz Pbwyrj Jwknrgc | DZJXBQ | Large Blend | — | 33.63% | — | — |
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.