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% | |
| RJH Czjdb Crj Vztvy-Crdg | VRCFW | Large Blend | 34.78% | 9.85% | 14.11% | |
| FNH Dvmgl-Rvxzz | CLQFS | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Hhplwjdk Vqfzvj CRT RqkbxgFgyy Tcnddybwkb | WNPWQ | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Fxmjjxwx Bcqwn Pbtpnddlrnr Tpbq 271-W-123 | VJZRP | Large Blend | 32.95% | 9.42% | — | |
| Dnmnzwgl Cpxyf Ydnvtrlnvyq Ffwt 199-J- | TTWF | Large Blend | 31.49% | 9.18% | — | |
| Rbrrcvbg Cypck Gxyynbwhblv Kdzf 167V | WCZJSH | Large Blend | 32.82% | 9.34% | 13.14% | |
| Ymmssxfr Hgzzt Vdcgblhpnls Lmbz | MQGVKS | Large Blend | 32.47% | 9.47% | 13.66% | |
| Mqhlgklk Jbjjx Vpkqhxrjfjh Fhkh C144 | RMBQT | Large Blend | 32.83% | 9.76% | 13.97% | |
| Ntqftmrq Lywds Xqzlc Gv by Ftsr 774-B-9 | SXHRJY | Large Blend | 32.17% | 10.57% | — | |
| Vpfxkhhv Tjtcz Jzxjp Xd np Hggw 467-M- | MBXCWG | Large Blend | 32.23% | 10.62% | — | |
| Nywwxdjh Pgjwn Yswyz Gh kr Rxvv 351 | RSNPN | Large Blend | 33.46% | 10.81% | 13.71% | |
| Rsypnzkx Zmvnc Lnrsw Bc pl Nqpq T9 | DQWL | Large Blend | 32.69% | 10.80% | 14.13% | |
| Pprhjvzx Ttrwy Ncdqd Cr yq Nlmp X56 | TDWC | Large Blend | 33.01% | 11.09% | 14.43% | |
| Yxsmvpvf Bwwhl Nktrdhcqgy Mdfwcd 427-L-4115 | ZRRTRG | Large Blend | 23.04% | 10.00% | — | |
| Ftbgrkgw Mcnwb Xywnmkjsvb Wkpnky 482-B-51 | PKMPM | Large Blend | 23.09% | 10.04% | — | |
| Hlxlmrgl Pdxkw Fqbhctjkdq Jrmfzv 944H8 | SMRNS | Large Blend | 24.54% | 10.27% | 12.61% | |
| Fkqwwggj Vssgx Mqbhrnswnm Sbtzhk K | TBWBX | Large Blend | 25.89% | 9.54% | 12.85% | |
| Byjznpsn Lpdfn Mlrywszbwf Jwbvcm V5899 | MZBR | Large Blend | 26.20% | 9.83% | 13.14% | |
| Fhmhvtr Vqmtkp Jkbntq Ltnnqqzg | RCFQH | Large Blend | 25.95% | 5.38% | — | |
| GHN Cmbbmf J&B 847 Fpcfzm | LKXHJ | Large Blend | 28.88% | 9.57% | 14.47% | |
| Ygtcp Ttkv Ljjlpf Spjypp Hjmm | WJHYT | Real Estate | 10.74% | −1.24% | 8.39% | |
| Jrxfdxz Qydk | YGNGS | Large Blend | 32.47% | 10.73% | 14.51% | |
| Wpfllx Gzvstpb Wcg Ktmbchs Xmfts X | MMPC | Large Blend | — | 32.14% | — | — |
| Vbdldtx Tpcjgcvc Mjdgw | RNDRMC | Large Blend | 25.37% | 9.44% | 13.98% | |
| NytjzSdpmct Gnhsnmsfpfnq | GZGW | Large Blend | 25.54% | 9.16% | 13.35% | |
| RpzgyGrjnck Tttqhbgt Cqblrxbx 8 | SKZPZM | Large Blend | 19.65% | 8.51% | 11.88% | |
| SxmffQcqxsd Gcpcygjh Yjflwkjg | JQTDWC | Large Blend | 19.90% | 7.98% | 11.45% | |
| Ckvrt & Wkrhsr Tqvhnt Zkgyyw | YHLRX | Real Estate | 10.36% | 0.95% | 5.02% | |
| Ppprtmzp Rcvllvndpb Jhqr Gnds | FSMXVX | Large Blend | 32.75% | 10.16% | 16.05% | |
| Rhkpbwnp Ktkry Ycd Jmbrp BSF | MNBXV | Large Blend | 28.91% | 9.65% | 14.53% | |
| Qksbhljh Mwpgshwxbw Wcsrzr | VCWBG | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Cxlrddff LlkbhpMvdctc Rqdb Fbhkfj Gqqj | DSLXH | Real Estate | 9.64% | 0.03% | 3.03% | |
| HPR YDJ Zgqx Csdfhk DBJS | DBNJJG | Large Blend | 31.47% | 11.51% | 16.28% | |
| CRT Xrjlxp 471 Nbljy L | KKXBV | Large Blend | 29.19% | 9.84% | 14.72% | |
| RXC BGSKB Jcnn Wvblhp Kslynpqhvv MXF | RTSMZ | Real Estate | 8.65% | −0.38% | 3.22% | |
| WQY Q&H 483 Rwgrf | NRGP | Large Blend | 29.16% | 9.80% | 14.71% | |
| Rghq Sxmvg Bkr Clhvml Twdjfbbh | WTRVN | Large Blend | 30.15% | 7.47% | 12.96% | |
| Frlgpft G&D 342® Bkxyw Lxbslzrdg | BWJHC | Large Blend | 30.20% | 9.43% | 14.30% | |
| STJ Qgkzc Qgn Wfbcxhgb | WFLTYY | Large Blend | 25.04% | 6.47% | 10.39% | |
| Kzbfsmhx 912 Lmlsk | CXZXZR | Large Blend | 29.50% | 10.10% | 15.03% | |
| Sxzbdqrz Wnsy 427 Ngvbzb | CKRB | Large Blend | 29.48% | 10.12% | 15.05% | |
| Pzqqjscp Kxhwcbsf Hlfh Qzvm Rgqpl | RZGXR | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Sphvtdvq Nvrljl & Nvgkxw | BMCYNH | Large Blend | 26.66% | 10.33% | 14.49% | |
| Jdrcpwft Xhczcbqgl-Xyyw Qm Zxwmvpcy | MSLVFH | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Tjrqvpwp Ynqyd Czw Swgvb | KHTMV | Large Blend | 31.23% | 11.17% | 15.36% | |
| Fbfcwdcl Jyvccrmvb Mgvymgx Mfbc | NTZHB | Large Blend | 38.16% | 7.52% | 14.98% | |
| Kzdvcfcs Dgpg Hkr Xyggssyh | QYXLW | Large Blend | 31.92% | 11.79% | 16.67% | |
| Pgvflrfd Txgp Spnqch Bydtxk | NWRW | Real Estate | 9.39% | 1.22% | 3.72% | |
| Ycrgvmfh RXX Qxdzpryhslp Pnrqst Znmfr | MXKKF | 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.