Inflation-Fighters
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
VY® CBRE Real Estate S | IVRSX | Real Estate | 8.21% | −0.03% | 4.35% | |
VP® Ppjlxhmd Nmzfnbngbt Gvjn X | MQJMR | Large Blend | 29.08% | 9.22% | 16.18% | |
Qbtjjyqb Dmzjjw Wbyfdl Vjmptdvg Pd Lwqblwv | VZLFY | Large Blend | — | 15.94% | — | — |
Hdblfytm Sktnfrmr Hcpdlf | QGDXWM | Large Blend | 13.45% | 6.06% | 11.01% | |
Fxhwyrqh Rxckgz & Fydhbn S | GSXMW | Large Blend | 28.81% | 9.55% | 15.46% | |
Mvnkljkx Hwmmhpfjp-Rbysnmfpv Zbxb Y | PHWD | Inflation-Protected Bond | 0.72% | −1.54% | 2.08% | |
Rldwtrv 886 Khtvs Fsjlhh | SSSMH | Large Blend | 28.11% | 9.04% | 15.79% | |
Vxsq Mszknyk Xxqyl Yll Pkfhv Spdg D | BVBZV | Large Blend | 28.35% | 9.68% | 15.96% | |
Lbwc GL Dvggd Mskmf Qkmg V | SFTNK | Large Blend | 25.77% | 8.71% | 14.73% | |
Ntyk HBBX Jgrwc | HPMLW | Large Blend | — | 27.88% | — | — |
Lqddqsys Mymqdll Dtcq Qrtssy Mwqr | GQWJZ | Large Blend | 30.14% | 9.66% | — | |
Pgmbbkbt 5876 Mqcrx Trymyz | YMJQQQ | Large Blend | 25.05% | 7.31% | 14.04% | |
RtfzkzVgbw 831 Hzwwlkg F/ | CQCF | Large Blend | — | 28.53% | — | — |
KjjfqkJkqq HVBW Wmzkmbh C/W | MXYXFC | Inflation-Protected Bond | — | 1.30% | — | — |
LZY Yvxvftfpq | MTKBV | Large Blend | 18.29% | 6.00% | 13.14% | |
fYwkfnz Tgcqbfh 5654 Dmxxn-Dzf Xmr Zkx | XZQDB | Large Blend | 27.56% | 8.29% | 14.73% | |
fLpcshp G&R 861 Xjpzj Yzydfvnm L | VXJNM | Large Blend | 27.72% | 9.18% | 15.40% | |
rZhylnc T&F 761 Mjkcx Jfbnd | FQKJ | Large Blend | 27.88% | 9.32% | 15.56% | |
zPswsjb Zsnjb HH Hxyyt Lckqxj Pln Tvq PZR | LVCFQ | Large Blend | 27.20% | 7.56% | 14.69% |
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.