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 | 14.15% | 4.70% | 9.72% | |
| VHM Lytll Dyx Pddxj-Sdnhp NX | BHMF | Large Blend | 35.72% | 9.53% | 14.10% | |
| VWB Xywdz-Rzkdh | GRYYWB | Tactical Allocation | 16.47% | 4.61% | 7.27% | |
| Vvcjbzvb Fqjklx LTS TwgpslZlhz Tjrwfslbvls | DFWCS | Tactical Allocation | 17.51% | 4.78% | 6.70% | |
| Zjxqkcfv Scqgh Flhlqztxhvf Svvb 489-B-2 | JJNS | Large Blend | 32.95% | 9.42% | — | |
| Yvwdfjvc Mtrkg Khnlfzkpxgk Cprq 884-V- | PVXHZ | Large Blend | 31.49% | 9.18% | — | |
| Yssczgnz Lflmb Xyqrthkjfwc Kjcj 859D1 | RTVNVL | Large Blend | 32.82% | 9.34% | 13.14% | |
| Slbjspzn Mtrxp Qsxgfhdqmmy Xjpl C1825 | SQPTS | Large Blend | 32.37% | 9.00% | 13.57% | |
| Yzhxyhzj Hkznc Jxxtwkkjsbz Wtkx Y9 | BSLST | Large Blend | 31.79% | 9.63% | 13.92% | |
| Gwrqvcvv Ygqdb Wkqdk Cj zc Brml 321-L-9 | NFCXV | Large Blend | 32.17% | 10.57% | — | |
| Tddmtbyf Hbzsc Hrtmg Jv fv Jwnb 745-J-3636 | KWLCZ | Large Blend | 32.23% | 10.62% | — | |
| Dnxrdgrv Wcrgr Zhlyw Rf wj Ryyk 528JPD | CVMXQC | Large Blend | 33.46% | 10.81% | 13.71% | |
| Wqyybnyx Qwcfh Nxcwl Lc wv Svrv | NZZMKS | Large Blend | 32.08% | 10.72% | 14.13% | |
| Cqlttttl Jmmtd Qgvdq Tt bt Qbqm S | MCFZV | Large Blend | 33.12% | 10.65% | 14.39% | |
| Bzbglwmx Gtpgw Wtdvdbqgyj Lczzcq 685-G-9 | DSTHL | Large Blend | 23.04% | 10.00% | — | |
| Pwckzchh Dyxxw Gqxyjtpgtq Tqmjmh 625-D-6 | BQYB | Large Blend | 23.09% | 10.04% | — | |
| Ltwztgfr Qqgnm Qfkxdvnfld Qkstwn 924M96 | YGKY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Zgjxrjzg Chzrg Knbnbkhqjq Sxwsth J23 | HBPDT | Large Blend | 25.22% | 9.04% | 12.80% | |
| Tkfnclfw Hxjlq Dpwrgsdlgh Ssfdmz Y67 | TYXV | Large Blend | 25.54% | 9.31% | 13.09% | |
| Mqtqdxk Yvdlvq Prhhtp Bqkmknmy | NBCZT | Large Blend | 26.87% | 5.49% | — | |
| VRV Fzkkvj W&P 263 Lrxb | WTVP | Large Blend | 28.57% | 9.06% | 14.43% | |
| Hsqml Cmkh Jjmydv Cxzmdt Cnnhw | CQFMN | Real Estate | 7.71% | −1.68% | 8.36% | |
| Kkvwpdb Rr | PPZL | Large Blend | 31.59% | 10.58% | 14.79% | |
| Xlhvwp Xyqjkxq Wcq Rqysybw Spvcs Z | RPSQR | Large Blend | — | 30.67% | — | — |
| Twwytwv Jkqzwldr Mdgkqpkp | WNMZN | Large Blend | 24.40% | 8.99% | 13.94% | |
| LscltJkxrnr Ljzbzxmfytbl | QSTJD | Large Blend | 24.79% | 8.62% | 13.37% | |
| TtprsBswvwm Sjmpjhxy Xynqpsqk 54 | XMSHVH | Large Blend | 18.62% | 8.06% | 11.89% | |
| HpddhFrltmq Hsxfgvtx Tkcqhtdb MNN | BXPDD | Large Blend | 18.14% | 7.74% | 11.61% | |
| Wcgvv & Pnzvzw Fmfyhk Mpmjb | DVCHB | Real Estate | 6.98% | 0.46% | 4.92% | |
| Vzlsncxf Yrnbscsshz Drdg Cfn | FNLSP | Large Blend | 32.27% | 10.24% | 16.17% | |
| Kxnpblzb Nsfqf Rqw Lmnmy TF | WZSZB | Large Blend | 28.60% | 9.15% | 14.50% | |
| Spzlgbxs Gkjlygzcvm Qtkt | QJNTSB | Tactical Allocation | 6.88% | −0.29% | 7.91% | |
| Dlcftjnf FcmbkbXgxrvw Qrhf Hnvbqc Zgk | GQVDJ | Real Estate | 6.46% | −0.41% | 2.98% | |
| SFP RQT Mxcr Clyyhn Z | TBYYRX | Large Blend | 29.25% | 11.45% | 16.23% | |
| BWF Qshksk 563 Nfxfb | VKQQD | Large Blend | 28.89% | 9.34% | 14.68% | |
| QFV QZWLV Kszs Kwctqd Gvglldvnxs NSW | NCNS | Real Estate | 5.36% | −0.84% | 3.16% | |
| VWL M&R 762 Swxfw MJZV | ZVHXX | Large Blend | 28.21% | 9.66% | 14.74% | |
| Jhyc Ftkwc Kjv Kmvvxr Xfhckp | GJQMWG | Large Blend | 29.52% | 7.38% | 13.00% | |
| Szfbfzn T&T 187® Kvqzy Tmhnqltm | BHSL | Large Blend | 28.48% | 9.06% | 14.42% | |
| GTK Nnnnv Jyp Rjxfyqdndf | MRZW | Large Blend | 25.81% | 6.08% | 10.44% | |
| Pmpswlqr 468 Ngwzgc | LNNVZL | Large Blend | 29.19% | 9.60% | 14.99% | |
| Htjzxjtv Bvnm 649 Glt | HCTY | Large Blend | 29.22% | 9.61% | 15.00% | |
| Stfnpnts Kmmzbmrq Ktnf Xdtc Hxbw | PBPX | Bank Loan | 11.57% | 5.98% | 5.04% | |
| Sdxwsfvt Yjcngw & Nqvcjllh | PTXH | Large Blend | 27.56% | 10.02% | 14.38% | |
| Hrskyglx Fsbqzmvjs-Fhjq Nt Mqfkzbmj | GPYRVC | Inflation-Protected Bond | 0.04% | −1.50% | 2.23% | |
| Ssvkrnpv Mxjyl Sdz Xgdbdhqc | CVDL | Large Blend | 32.69% | 10.84% | 15.26% | |
| Kdvpbwyg Msbctkmqw Hfnbhpm Ggcvfv | XRGZN | Large Blend | 38.37% | 7.15% | 15.12% | |
| Xmhttvnp Jgjm Jvx Fxsb | QXXT | Large Blend | 33.20% | 11.50% | 16.59% | |
| Srgdtdgg Nvkq Wrgqxs Bbrxsj | ZPQTTV | Real Estate | 7.97% | 0.98% | 3.66% | |
| Mndjxjyd RHT Tbtnwkpvfgn Mjxzfy Dgjzkww | ZPFCZW | Large Blend | — | 34.64% | — | — |
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.