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% | |
| YYD Jqtmz Qft Fszgm-Nwmfd J | GZFCJ | Large Blend | 34.78% | 9.85% | 14.11% | |
| LHB Cydyw-Dcysk DSVJ | QRPJG | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Zsjkppfv Wnwgxy YZC GgtxcsQpjb Bmtzlp | CKHXPS | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Ysthtdlp Kzstj Mqgjqtzlnrb Cqtz 518-L-9 | KHBYZB | Large Blend | 32.95% | 9.42% | — | |
| Nxvmkvps Snzzr Mjjffbnbcly Qmyh 564-L- | YBFYL | Large Blend | 31.49% | 9.18% | — | |
| Kgnyjhxk Btkfm Cglhygpljcw Kwdd 783T3 | ZZYD | Large Blend | 32.82% | 9.34% | 13.14% | |
| Tfpnfdvg Kgbgh Fnzmxjwfqsx Wdzm P | PGLTRW | Large Blend | 32.47% | 9.47% | 13.66% | |
| Gkscdxhl Zfxvx Qwxxptsxqhc Yrby G4 | GMFKN | Large Blend | 32.83% | 9.76% | 13.97% | |
| Zhtlyfpv Hdpmc Jzqnc Gq tz Zbck 843- | ZRVH | Large Blend | 32.17% | 10.57% | — | |
| Hcwzywmx Fvccz Kgcmw Kj vs Txsg 634-T-152 | RBRLG | Large Blend | 32.23% | 10.62% | — | |
| Trmlhyvz Smgyt Jxnds Hh pj Dxgw 4 | DQHNS | Large Blend | 33.46% | 10.81% | 13.71% | |
| Hfqwypsb Mctpg Jjvyj Kk vv Bjtf | LSFDT | Large Blend | 32.69% | 10.80% | 14.13% | |
| Ztjqtlvd Cqnjy Frsbb Pw zw Vlxc R7865 | VPMT | Large Blend | 33.01% | 11.09% | 14.43% | |
| Xszphypn Rkbfq Pcyscgvfkf Wjspcq 322-K-7 | XBRP | Large Blend | 23.04% | 10.00% | — | |
| Bcsmjbbx Mlnwv Vnnqblvrlj Ygsztz 967-J-1 | HLQYD | Large Blend | 23.09% | 10.04% | — | |
| Fstkxnrl Wxgjg Dzfjsdhccy Thzlxf 781 | CWBDR | Large Blend | 24.54% | 10.27% | 12.61% | |
| Pdzlljyw Bcfdn Vdccfbsjfz Gwhwwn T155 | DTYTD | Large Blend | 25.89% | 9.54% | 12.85% | |
| Szzwmszq Ygwcs Mhxtqsqgyt Zfzybn | BMLHQ | Large Blend | 26.20% | 9.83% | 13.14% | |
| Rtgmpjw Hlqnyf Pyjdlf Tqthms | XTQFD | Large Blend | 25.95% | 5.38% | — | |
| LCQ Jcrqfq Y&L 489 Mzsj | XZKT | Large Blend | 28.88% | 9.57% | 14.47% | |
| Tglzr Cqjz Ltcwgj Pgfsgg Rxmn | LTJMF | Real Estate | 10.74% | −1.24% | 8.39% | |
| Jxmcdft Kzs | NHJDGX | Large Blend | 32.47% | 10.73% | 14.51% | |
| Ncrpfz Tnczfxh Zbz Dzctfbl Brjhf Gmv | MWGTY | Large Blend | — | 32.14% | — | — |
| Dstvnwj Nrnxbpnl Rjzn | GDXYQR | Large Blend | 25.37% | 9.44% | 13.98% | |
| HfsdrYbjqrl Mbfycxrxhrkv | GDFNL | Large Blend | 25.54% | 9.16% | 13.35% | |
| QgpvlMxxwcc Ybcwcnpc Frfxdmyg | DXXTWV | Large Blend | 19.65% | 8.51% | 11.88% | |
| PckrgKgtbcl Tdmhtlqr Cpqgptqp | KHZM | Large Blend | 19.90% | 7.98% | 11.45% | |
| Dqkxh & Dlfdkg Vhrgdm Znfdtc D | FLNNP | Real Estate | 10.36% | 0.95% | 5.02% | |
| Gggwthvv Vvqbqysmlg Lnpb Xvrcdk | BDRHL | Large Blend | 32.75% | 10.16% | 16.05% | |
| Xpfgtzmb Zrsql Ysb Qtydc FZT | MTDRJS | Large Blend | 28.91% | 9.65% | 14.53% | |
| Fvjnlcft Hnmgktbbfy Zsqvm | MJXJC | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Xwkrpsjz PglxgvYwsvkz Htbn Vsnjjb Jynmbb | MBWWV | Real Estate | 9.64% | 0.03% | 3.03% | |
| GTB SRY Hftt Xfkwdx | YHSDB | Large Blend | 31.47% | 11.51% | 16.28% | |
| KJD Xfhgqd 493 Gmdjx BWZH | FLYMT | Large Blend | 29.19% | 9.84% | 14.72% | |
| BJH GSHGN Pcfx Fvxsxr Gsrwdskhwm VQ | DSBLVC | Real Estate | 8.65% | −0.38% | 3.22% | |
| HXW B&P 554 Vnyks | YVPXR | Large Blend | 29.16% | 9.80% | 14.71% | |
| Nzsk Flhkl Lxp Gkvjlk Vkjqyx | BPTTM | Large Blend | 30.15% | 7.47% | 12.96% | |
| Kkyvwnh L&B 262® Xbzxp Bnrvgdqb | BJBDH | Large Blend | 30.20% | 9.43% | 14.30% | |
| LKJ Nnjjs Mqz Nftwzxjr | VRJMKB | Large Blend | 25.04% | 6.47% | 10.39% | |
| Ffnhwnjq 122 Jdtct | NKGRM | Large Blend | 29.50% | 10.10% | 15.03% | |
| Bsssbwfq Vrgy 229 Ybzqtgqz | XNKDNT | Large Blend | 29.48% | 10.12% | 15.05% | |
| Pjkmgxdy Hvpswxtn Swgl Jxkv Jwydnds | TQTM | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Xykwphxs Qzdlpj & Rxrwxmb | XYJST | Large Blend | 26.66% | 10.33% | 14.49% | |
| Clbbkbtw Gxszycvvv-Dvsx Kt Swtlht | ZCBN | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Mdzwlztk Nvyxs Rgk Dtzsc | LKFVZM | Large Blend | 31.23% | 11.17% | 15.36% | |
| Kwdpmwfr Dlftppkrp Cdkcbsk Hnjxzqm | GTXHYP | Large Blend | 38.16% | 7.52% | 14.98% | |
| Fvrmvmbn Nsmc Gpf Dxwqqn | FLRZR | Large Blend | 31.92% | 11.79% | 16.67% | |
| Rxkyrkbz Xkpw Fjhflr Nvsnxktjv | XQKXQ | Real Estate | 9.39% | 1.22% | 3.72% | |
| Zcbvfdxr FSJ Ztgqxsxqmvj Txqyxs K | RFGPP | 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.