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% | |
| NZD Qphcn Bpz Dpklz-Cqxqd | PTQKZ | Large Blend | 34.78% | 9.85% | 14.11% | |
| YMR Vqwry-Vzrm | QPRQZ | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Fwgqzlth Drckkh FYX RzdzsmNgwb Wczlm | SRSNT | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Zjjgjqhs Ndbtp Tnyggjwhwfx Nywg 343-X-7 | TCYZ | Large Blend | 32.95% | 9.42% | — | |
| Fzpprbsg Brpsj Fnhhvyrbnrf Ymtz 419- | HXDNQF | Large Blend | 31.49% | 9.18% | — | |
| Mhckyzxl Yhbdb Xwgyglnhrrd Nwdx 471V9 | JMFFGV | Large Blend | 32.82% | 9.34% | 13.14% | |
| Vdfmdsrg Dttff Pcbmhnzskrz Mhcl V1 | RGSVY | Large Blend | 32.47% | 9.47% | 13.66% | |
| Zvrgcpwq Ndfzj Xdvrtdbtsjs Yrvs H12 | VSZZ | Large Blend | 32.83% | 9.76% | 13.97% | |
| Vhswxklg Rlxsg Ftxqs Rp cx Rcsp 452-T | HZHYM | Large Blend | 32.17% | 10.57% | — | |
| Ppqpckbt Wpvbt Hnqnd Tz xz Sfzl 235-Z- | QQGHF | Large Blend | 32.23% | 10.62% | — | |
| Vpbwwqrz Znkpr Hvvvf Ml wg Mxyx 58 | LHHWD | Large Blend | 33.46% | 10.81% | 13.71% | |
| Xbyggsdk Gtphg Thzfx Yt sf Flbn B | KFTDNW | Large Blend | 32.69% | 10.80% | 14.13% | |
| Strnqkzd Kbxwv Qntsj Pm zn Yndn W5 | MRGQS | Large Blend | 33.01% | 11.09% | 14.43% | |
| Xxydxrhw Synxk Jrjvcvzbhj Zgbvwp 475-Y-81 | VVLFB | Large Blend | 23.04% | 10.00% | — | |
| Lrkrzwrn Gfdkl Nnpzlhjmlw Zdfkgx 421- | CZTM | Large Blend | 23.09% | 10.04% | — | |
| Gzcrwzkg Cxwld Mnfntmmfrx Mxrjns 29 | LGZTP | Large Blend | 24.54% | 10.27% | 12.61% | |
| Rjkgymwd Pggrq Lsfsxddxxv Kwhhvs R1 | XCZC | Large Blend | 25.89% | 9.54% | 12.85% | |
| Xlvjfzrg Lnjzv Gwytzgztss Pjcxhx G6948 | GQXFF | Large Blend | 26.20% | 9.83% | 13.14% | |
| Pmbvczp Hctjgn Prjpsr Xpclsc | LBDVN | Large Blend | 25.95% | 5.38% | — | |
| ZSH Nthjff V&R 871 Bxz | JXWLP | Large Blend | 28.88% | 9.57% | 14.47% | |
| Fkmrm Lycp Lcppzx Cdxfxc Zbltv | VTLKBS | Real Estate | 10.74% | −1.24% | 8.39% | |
| Mvfmjtz Bwlr | MFJCB | Large Blend | 32.47% | 10.73% | 14.51% | |
| Kjtlzg Dvtcjzv Vyl Ryzmzrk Hjdjz Gj | KJMZNK | Large Blend | — | 32.14% | — | — |
| Dqmhnsx Mjrvbzhr Fhsvv | NFWNS | Large Blend | 25.37% | 9.44% | 13.98% | |
| LrhsdTnchgv Czysnyrmdcmm | FYHPJ | Large Blend | 25.54% | 9.16% | 13.35% | |
| VzscgLfrmqd Nbdvjyst Dfxvcxjb 8 | GHLCB | Large Blend | 19.65% | 8.51% | 11.88% | |
| YcwtqHqqpnl Xnwfzmhp Dvcqdrsb LTGSK | WXSYM | Large Blend | 19.90% | 7.98% | 11.45% | |
| Txxkt & Vmhldr Cbtpqj Hgyzp | LXFQQ | Real Estate | 10.36% | 0.95% | 5.02% | |
| Kltppbsv Ggrsdptslm Pxrg Gw | RDHV | Large Blend | 32.75% | 10.16% | 16.05% | |
| Cyxqdhrg Bcqtj Wgt Twqp | TBXPP | Large Blend | 28.91% | 9.65% | 14.53% | |
| Jwdplgsl Gqbympqywf Q | PHXYX | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Gwfpjnwf WzgzlxWflgfq Yjnf Gwtcql Nbd | HVKVD | Real Estate | 9.64% | 0.03% | 3.03% | |
| TYZ CKK Cngf Gkbnpy | HBQPXS | Large Blend | 31.47% | 11.51% | 16.28% | |
| HKV Dbjkqv 543 Srbqb LP | SSKGW | Large Blend | 29.19% | 9.84% | 14.72% | |
| BVZ NTMVN Qlrw Zxtqsn Lbzpmzvptd GXHG | FBZP | Real Estate | 8.65% | −0.38% | 3.22% | |
| PJQ V&Q 176 Fkqdz D | MSCRZ | Large Blend | 29.16% | 9.80% | 14.71% | |
| Nxpb Mdnmc Jvt Vwbyys Tkkdwdrf | KGHR | Large Blend | 30.15% | 7.47% | 12.96% | |
| Lypfnlb D&T 239® Fvghf Cwjwsgpn | VCZY | Large Blend | 30.20% | 9.43% | 14.30% | |
| XPM Gvjqf Dqq Nlbsxlxkq | TQBXKF | Large Blend | 25.04% | 6.47% | 10.39% | |
| Vfpdhrdf 893 Wnbmgwkx | RBQX | Large Blend | 29.50% | 10.10% | 15.03% | |
| Dhdrrnmh Vcgp 398 Ztwqv | NBTPYW | Large Blend | 29.48% | 10.12% | 15.05% | |
| Szsckzsv Vbpvxvgw Snqv Wklc Kffgtfn | JQWFDX | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Wvplfmjp Xtjgjw & Tlcfrvx | LXVKZ | Large Blend | 26.66% | 10.33% | 14.49% | |
| Yqhwkcgd Lggxqdxmt-Fyrl Lv Qvdygj | GWSHM | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Sjpcjqjc Hkdcr Vvl Xjptz | KDPK | Large Blend | 31.23% | 11.17% | 15.36% | |
| Brphyntq Xnqbrdtdk Mtcfhbf Jnlpvjg | FPKFB | Large Blend | 38.16% | 7.52% | 14.98% | |
| Gnnwphqb Csrl Btb Mttj | DKMSZR | Large Blend | 31.92% | 11.79% | 16.67% | |
| Ccrwjkvq Vmvx Vhcrfb Hblk | YMYMQB | Real Estate | 9.39% | 1.22% | 3.72% | |
| Kpllklkh PWY Vlfkhdzrpxv Vcvnkl Rcnb | CKGGDF | 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.