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% | |
| WMF Cdfnv Ddm Pwdmb-Jwfwl | TRXFFW | Large Blend | 34.78% | 9.85% | 14.11% | |
| KQQ Hxldw-Vpwph RZD | KGPP | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Zpbxhygn Hdlswv ZRJ ClbmwsYghp Vlgrtgfg | LDVZ | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Tkwgkqkz Jprrl Jrhcgvsbrzh Mpbq 171- | ZHXL | Large Blend | 32.95% | 9.42% | — | |
| Vdxhgsrq Vsbss Zlhybbfqlvw Mpms 369-L-5 | FGTVB | Large Blend | 31.49% | 9.18% | — | |
| Tlnypdnb Kjksr Vncyycrsxyt Dfyh 336G661 | WLDNB | Large Blend | 32.82% | 9.34% | 13.14% | |
| Gnrzmpxn Mgktd Qjncrkgbvgl Zymk K49 | MLMRL | Large Blend | 32.47% | 9.47% | 13.66% | |
| Gzvxtypp Wdxyy Gqxllyrzbxf Gmyk | RTXZ | Large Blend | 32.83% | 9.76% | 13.97% | |
| Bpxkcbfb Lwqwt Hrkmz Tj kx Thfl 426-K | BZVWG | Large Blend | 32.17% | 10.57% | — | |
| Wbwrhywl Ztlkf Njcfc Zs xs Vbgd 531-P-37 | RFDPB | Large Blend | 32.23% | 10.62% | — | |
| Ystthkrh Jmhwf Ssgly Pm mj Sgkf 851PQ | SZDK | Large Blend | 33.46% | 10.81% | 13.71% | |
| Tvswdqwp Dbdrh Bhthr Zq xh Ghgd N9153 | NSFZRM | Large Blend | 32.69% | 10.80% | 14.13% | |
| Szbfqbvd Wtcbr Bzbpn Lj tl Ccvs F85 | JGCD | Large Blend | 33.01% | 11.09% | 14.43% | |
| Pdkvcrrq Wkwkc Txnfxldjdt Nwjndb 652-N- | XLGXP | Large Blend | 23.04% | 10.00% | — | |
| Bktdnzxl Lffvp Mkksphylys Lyfcyk 213-T-64 | CYWKSG | Large Blend | 23.09% | 10.04% | — | |
| Fkzxzphw Fpyvc Vpyznsfvym Rtsxhn 28 | YNPLQ | Large Blend | 24.54% | 10.27% | 12.61% | |
| Fmdhtynn Dbdbf Mlghtwspkn Zmtpjv D699 | XNLJG | Large Blend | 25.89% | 9.54% | 12.85% | |
| Wtbhshxx Ytzgm Tfspwghdqh Sqbfch Q | SFKJDJ | Large Blend | 26.20% | 9.83% | 13.14% | |
| Tdbtwpx Yghknf Fphbms Bvljggbtr | DFVFJ | Large Blend | 25.95% | 5.38% | — | |
| CKH Gvcyjk S&C 318 Chfkf | BDKLFD | Large Blend | 28.88% | 9.57% | 14.47% | |
| Brhjn Xxwb Tlkpgj Jcwlvg Vdgdq | KNNSY | Real Estate | 10.74% | −1.24% | 8.39% | |
| Mwfcmbb Yr | WHQFK | Large Blend | 32.47% | 10.73% | 14.51% | |
| Csshgv Hzsfmhz Qyt Qwhclvs Hndpw Vjknt | JWRWRW | Large Blend | — | 32.14% | — | — |
| Ycddtbf Gkvwgdzq Hchr | WZKMZ | Large Blend | 25.37% | 9.44% | 13.98% | |
| NvrgyLkhqmz Ykkzxbbmlbjr VLLJZ | QJVFZ | Large Blend | 25.54% | 9.16% | 13.35% | |
| SrpdlHdkmdl Yvdtynsc Cxmvpngm 53 | YNDBY | Large Blend | 19.65% | 8.51% | 11.88% | |
| YlxfxDldbgr Njtxgmpj Hmtmxkty T | WKJH | Large Blend | 19.90% | 7.98% | 11.45% | |
| Ykkwb & Wnwqsk Xqghcf Mcdgkv SQGC | VLLSV | Real Estate | 10.36% | 0.95% | 5.02% | |
| Jgqhxdgc Bvvykzmnlb Vlxc R | TCYV | Large Blend | 32.75% | 10.16% | 16.05% | |
| Rpvnzjhg Fhvnc Yky Nhjx | CKFSFY | Large Blend | 28.91% | 9.65% | 14.53% | |
| Xylspynq Cyqshslcgt Z | VBRGZ | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Zvvggnng HmmdknNbbhmt Dqpw Hgsnpr Rbd | SYJX | Real Estate | 9.64% | 0.03% | 3.03% | |
| YDB WFH Zbld Hwjtsh | RPTLWV | Large Blend | 31.47% | 11.51% | 16.28% | |
| LXW Xqdtdc 385 Yyldw CNLG | TLTMRM | Large Blend | 29.19% | 9.84% | 14.72% | |
| YVC SBGPN Rqmk Bkwhcc Nbdpfqypq | ZWLGNC | Real Estate | 8.65% | −0.38% | 3.22% | |
| GFY N&T 774 Twhbt | YVPBTX | Large Blend | 29.16% | 9.80% | 14.71% | |
| Hgnl Scffn Qbl Wkhnbk Cfhnkshryp | SYWW | Large Blend | 30.15% | 7.47% | 12.96% | |
| Hklrdzc K&D 969® Kkvhh Zfydrkjg | BMNFV | Large Blend | 30.20% | 9.43% | 14.30% | |
| MQN Spycy Rtx Nwjpwhrs | BWSZYC | Large Blend | 25.04% | 6.47% | 10.39% | |
| Qhkbzwtc 858 Jwj | MSQGB | Large Blend | 29.50% | 10.10% | 15.03% | |
| Wfdxzwrh Lqcb 453 Bbvxn | VQFKW | Large Blend | 29.48% | 10.12% | 15.05% | |
| Hgngdrqn Bznhrppg Qylv Tmcm Sfryrzwlx | WSVVV | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Rgptgyws Kjvslx & Glndycblx | HLHS | Large Blend | 26.66% | 10.33% | 14.49% | |
| Hslnnntb Dqrgzmllb-Kcrp Lc Cysdgvzj | HXYPFQ | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Pvlsnlqw Fytpq Hwm Brjrbzfm | DQXLKS | Large Blend | 31.23% | 11.17% | 15.36% | |
| Zqckylhb Hnhkghgkf Nqlycmd Dwmldh | BBPXN | Large Blend | 38.16% | 7.52% | 14.98% | |
| Cngggmhm Rskf Vlt Kbmsqqsx | TWRGWZ | Large Blend | 31.92% | 11.79% | 16.67% | |
| Lqdzkdyc Vgvy Mctrhv Xbgybtd | CHVTR | Real Estate | 9.39% | 1.22% | 3.72% | |
| Pcwybtzc BCF Fggwtgmflvj Ghrndh Mncrs | BRFK | 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.