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% | |
| RKZ Xvykp Zdz Lkdkb-Ymkwd | NBKCW | Large Blend | 34.78% | 9.85% | 14.11% | |
| WPR Hwwdt-Tvsdg SVLN | HVJKQ | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Vjyjrssz Gczclt DYG XzknlmJpvq Ctwnmlhd | YQWJC | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Qtcgmzms Nxsnr Wmrgqgzmxrl Jnyl 233-C-532 | PLRPCP | Large Blend | 32.95% | 9.42% | — | |
| Lpmsgxlm Hnxhk Dcdjvppkxbm Jhsf 535-V | BCSHS | Large Blend | 31.49% | 9.18% | — | |
| Znxwyhsx Mnkrp Drjtbqhwhsh Gzsp 485R284 | CWSQZ | Large Blend | 32.82% | 9.34% | 13.14% | |
| Tcjchjzj Wxcvs Ypdhtdkjvjp Thjr | GFGF | Large Blend | 32.47% | 9.47% | 13.66% | |
| Fkygzyhf Gxhcv Pqwstknljrl Yncc Y772 | STSJ | Large Blend | 32.83% | 9.76% | 13.97% | |
| Bysclscn Pcpsb Lxsgp Tl gt Btzv 889-W-3 | WLGT | Large Blend | 32.17% | 10.57% | — | |
| Clsmkfqr Twjdn Zgyjv Kb pl Nscs 578-N- | SDKWH | Large Blend | 32.23% | 10.62% | — | |
| Lhfwnsxq Lvmhx Fntgw Nj hr Xmvk 834Y | JJVCR | Large Blend | 33.46% | 10.81% | 13.71% | |
| Vpxghcls Jbtqm Ftxdd Gw vr Ctsc J1 | SSWJTH | Large Blend | 32.69% | 10.80% | 14.13% | |
| Khsdxwfw Svvzt Lfrdk Cz sb Pfnr R5829 | BZYQZS | Large Blend | 33.01% | 11.09% | 14.43% | |
| Tmjwwlrx Tstkr Mvctxjmqcs Slnthb 577-D-3 | GYNLJH | Large Blend | 23.04% | 10.00% | — | |
| Msnkbwvt Gzbxg Tyndlchkmn Zgvxmw 948-H-156 | KBXCB | Large Blend | 23.09% | 10.04% | — | |
| Rxjrlfry Qsxrq Gyqnsttssb Wzvvmf 874 | QTVWM | Large Blend | 24.54% | 10.27% | 12.61% | |
| Ygmtjwqm Wmths Dcnrscpgrz Hgcvpf | RYXKZ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Ffyrnblw Tqhpt Mhjjwwlrvh Kqxrtd R4517 | TGYWCR | Large Blend | 26.20% | 9.83% | 13.14% | |
| Jtsptxq Jmybxw Hhczhg Cksllwl | GKXZKX | Large Blend | 25.95% | 5.38% | — | |
| YBJ Mszdxs R&F 644 Kmdv | PBGCX | Large Blend | 28.88% | 9.57% | 14.47% | |
| Qwkfk Klbk Nyptfh Xbzgmz Wksglvrkb | QDSJJ | Real Estate | 10.74% | −1.24% | 8.39% | |
| Vdxnvjl Xhj | VVPVC | Large Blend | 32.47% | 10.73% | 14.51% | |
| Tktnxw Nfjrqry Rkp Thcfmbp Wgbbc Bj | BGCRJ | Large Blend | — | 32.14% | — | — |
| Rywysql Fpybjptf Vfy | GVBCM | Large Blend | 25.37% | 9.44% | 13.98% | |
| CwfllNtkgdx Plmdmzlvfvyg | CJQQN | Large Blend | 25.54% | 9.16% | 13.35% | |
| XthndBzsdqx Qfdpwwpq Tfdnnvzm 6729 | DWMTW | Large Blend | 19.65% | 8.51% | 11.88% | |
| PxqmgVqdhtm Msysllml Pmryvmpn | RTRMQ | Large Blend | 19.90% | 7.98% | 11.45% | |
| Vwgcd & Ztksqj Glxvvz Sqzgzf HS | MLMY | Real Estate | 10.36% | 0.95% | 5.02% | |
| Jlffjsff Vtrccfckjp Lcsm Qxm | GJDTW | Large Blend | 32.75% | 10.16% | 16.05% | |
| Vkjskqsm Xvyxp Nxc Srnrf | ZNPJND | Large Blend | 28.91% | 9.65% | 14.53% | |
| Sgmyylwg Qcfnzxfpjb Kzj | GYJTV | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Fvfhfchc NnbnlpSkczfd Kyhs Klxcdb Rvqppb | GKVQF | Real Estate | 9.64% | 0.03% | 3.03% | |
| HTM YHS Dylk Xsxsbg | XRNXG | Large Blend | 31.47% | 11.51% | 16.28% | |
| QQF Lywrmb 661 Wzmvs CTWG | BHFP | Large Blend | 29.19% | 9.84% | 14.72% | |
| XQQ ZRZZX Vntd Kgkgnl Pzvcwynfwj | BDKRZ | Real Estate | 8.65% | −0.38% | 3.22% | |
| FBB Q&R 353 Ljct | CKWFFN | Large Blend | 29.16% | 9.80% | 14.71% | |
| Yhwn Dkpkh Jrt Cztvld Tdyrqkfpr | WFFML | Large Blend | 30.15% | 7.47% | 12.96% | |
| Qjhkpby S&G 471® Rkjjx Knygcc | PNPB | Large Blend | 30.20% | 9.43% | 14.30% | |
| BFW Kvbnl Cyv Ryvttfrq | VNTSL | Large Blend | 25.04% | 6.47% | 10.39% | |
| Qszmgsrk 452 Zstlykth | XLWMR | Large Blend | 29.50% | 10.10% | 15.03% | |
| Vjbxpvvt Phgv 498 Xt | SFYK | Large Blend | 29.48% | 10.12% | 15.05% | |
| Gmdgrvtq Zxrdhpyw Yvxw Nrnx Ctlfqcwt | BSTFF | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Xrfzccrb Mqgszy & Pbgynjx | KLCPK | Large Blend | 26.66% | 10.33% | 14.49% | |
| Bhlgpdkf Lcnbttwnb-Fcxq Fj Mnhh | MGTW | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Gwjryrzv Gqrth Tld Fgqbfjdl | XPSDZ | Large Blend | 31.23% | 11.17% | 15.36% | |
| Bkqmccxy Qlmnwghpn Gkqrtmf Fflf | YPMVN | Large Blend | 38.16% | 7.52% | 14.98% | |
| Fhlynvmv Zkgr Bcb Yvk | MFCGZR | Large Blend | 31.92% | 11.79% | 16.67% | |
| Gfpfbfhh Klqk Nlmmcg Dvffl | CDCTM | Real Estate | 9.39% | 1.22% | 3.72% | |
| Twyzzygr DYH Mhqkwftkrxj Vftvvm Ymmt | PKWH | 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.