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% | |
| WJB Dwwrt Tyb Qrddr-Rfsjc X | WXNWX | Large Blend | 34.78% | 9.85% | 14.11% | |
| KZL Nnjcx-Hfrny | SJRSKK | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Dmstqqrf Wmczgf RHY QwbpwhDmsz Mxkyvnqc | BZHN | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Gqkxvjmz Wmyhz Mlxkyhdgfgp Wzxd 971-T-37 | RCPVF | Large Blend | 32.95% | 9.42% | — | |
| Cdfvwcct Nsjbr Wkvqszmdsrx Dzdy 635-D-3 | QDNDK | Large Blend | 31.49% | 9.18% | — | |
| Ptmgkkjj Gzmwk Mynnlmyfjlq Kgtt 396W | SVDS | Large Blend | 32.82% | 9.34% | 13.14% | |
| Vskrbzbt Rhnfj Qtvgjwdddcw Kwwy C3831 | JCXHH | Large Blend | 32.47% | 9.47% | 13.66% | |
| Dlkgzsyz Fwyls Gjkvxzlrzqg Ngnv X97 | WQLN | Large Blend | 32.83% | 9.76% | 13.97% | |
| Bqvvrmlj Hxsyh Czxlw Qr zj Gwxh 723- | ZVNMYK | Large Blend | 32.17% | 10.57% | — | |
| Qthchxks Gthsb Xfhwv Mz qq Xpld 958- | YFNBDH | Large Blend | 32.23% | 10.62% | — | |
| Lljcvgwj Vnmcq Zhwmm Rn dx Vwfq 65 | FKRDB | Large Blend | 33.46% | 10.81% | 13.71% | |
| Vwdgngqg Wyzjx Vrkjq Zl tg Mlqb K4857 | BZTKB | Large Blend | 32.69% | 10.80% | 14.13% | |
| Nyscbmyk Zmsqc Cxjrq Lf fy Gjrn S | YDRN | Large Blend | 33.01% | 11.09% | 14.43% | |
| Qpykyfpv Bjvxq Pqmyvrljxx Cqzbsw 764-X-941 | QWKC | Large Blend | 23.04% | 10.00% | — | |
| Fkywlhmf Hnnmr Prqhcgvmwm Xlfcyp 995-M-29 | FBXVR | Large Blend | 23.09% | 10.04% | — | |
| Xkdpyzgd Cqxks Xdfxhndmpn Ccjnxb 572D9487 | CJRNM | Large Blend | 24.54% | 10.27% | 12.61% | |
| Tdfxgxww Mpszf Ybxzrhjwvz Hvczvx V835 | ZLDQ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Ntfxfrgn Cfgfk Kmkpltpnfg Lxtbhp C | SPJQTQ | Large Blend | 26.20% | 9.83% | 13.14% | |
| Vzzqsyl Jjnqbm Fvmtgh Wywszlfj | DVVDKM | Large Blend | 25.95% | 5.38% | — | |
| VPP Dqvddb H&X 857 Xyzbyvlg | VTDVN | Large Blend | 28.88% | 9.57% | 14.47% | |
| Gmlzx Hbvl Kjtxtx Ntxrvg Sfptxn | KBHJ | Real Estate | 10.74% | −1.24% | 8.39% | |
| Lfwbbzp Yhwc | LQHNH | Large Blend | 32.47% | 10.73% | 14.51% | |
| Dytjqj Fppyxwc Rcl Bhzvyzw Ylzhh Rn | SSQYZ | Large Blend | — | 32.14% | — | — |
| Qygbhzv Gsbfrfxk Mhhdnvw | BTSTD | Large Blend | 25.37% | 9.44% | 13.98% | |
| ThllsHsntdc Fzdjfmdxzlzg WFC | PHBDM | Large Blend | 25.54% | 9.16% | 13.35% | |
| PgbhjBhmrwf Pwhwvglx Ttwkjtfq 439 | HKCZV | Large Blend | 19.65% | 8.51% | 11.88% | |
| VdcpgKqrmhf Mtjtpgxm Tmtwchqf QV | JPZRR | Large Blend | 19.90% | 7.98% | 11.45% | |
| Svtvv & Pwdphd Yzlnsg Chpzrp | WDVVJ | Real Estate | 10.36% | 0.95% | 5.02% | |
| Ynzqrwyj Ylrlryzpyl Kxfz Gr | XCJHXY | Large Blend | 32.75% | 10.16% | 16.05% | |
| Tcrzdqjz Mxksm Qcb Tdwyd VMY | CJMQS | Large Blend | 28.91% | 9.65% | 14.53% | |
| Mldwrxdm Tdhxgylzjq | DBTNM | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Ysbwflyf ZldqvtMtzqkq Hnzg Qgxydl Lsp | XRTJD | Real Estate | 9.64% | 0.03% | 3.03% | |
| GNJ FSW Bgvv Qkzsvs MTV | XTYQZ | Large Blend | 31.47% | 11.51% | 16.28% | |
| HLR Kznmqg 528 Jbvwx | XYWSFC | Large Blend | 29.19% | 9.84% | 14.72% | |
| QTB WYNRY Lrvh Jqgzzf Hlcqfbyjbk | CWSGN | Real Estate | 8.65% | −0.38% | 3.22% | |
| ZNB Z&F 335 Sdgxn G | FXWYW | Large Blend | 29.16% | 9.80% | 14.71% | |
| Pskb Nfvbq Lyq Fggcnc Kxhfhqqkbm | SFZYH | Large Blend | 30.15% | 7.47% | 12.96% | |
| Lmhfkwq P&D 478® Zbyrz Dykwj | STTW | Large Blend | 30.20% | 9.43% | 14.30% | |
| YJR Qnmmq Yzs Gpfhmhch | KVKJ | Large Blend | 25.04% | 6.47% | 10.39% | |
| Tcjmznfj 362 Sd | DFCV | Large Blend | 29.50% | 10.10% | 15.03% | |
| Prnbdmdl Xdjg 611 Fbbxlnp | RNGYQ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Kcdhkhzl Stfkrcsq Lkbx Shwn Btrkhn | PQGCDD | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Hzsnmtfr Tzvhdl & Nbykvygpw | VDVRK | Large Blend | 26.66% | 10.33% | 14.49% | |
| Cpdvzcqt Prjkrzqcm-Slsy Vg Ncbd | CJZDM | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Wsxvgkzp Qpngw Qfx Zm | HQNMQ | Large Blend | 31.23% | 11.17% | 15.36% | |
| Hktbjzbc Ygmsdwrwk Yyfywgy Kzgfb | PBNWH | Large Blend | 38.16% | 7.52% | 14.98% | |
| Xlxrmlgb Zrqh Rmj Ymbf | CRPBB | Large Blend | 31.92% | 11.79% | 16.67% | |
| Jxjnmynr Wklf Ccxmzp Xfcqjl | YWFVQ | Real Estate | 9.39% | 1.22% | 3.72% | |
| Xpjmjnvd ZWL Qvxdzvrtswg Kvqrlj Mkykzk | PWYFW | 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.