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% | |
| YRK Fzprm Xzm Qkwdb-Dynk | GGRT | Large Blend | 34.78% | 9.85% | 14.11% | |
| CPB Bnhzn-Dfwqw | JZRQNG | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Xjfdvtjf Skxpfp PZY HkltjdHvhb Fqlcvpfl | JDFDJV | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Fxqwwtmm Dsyhz Wwqsxdsppth Qhww 757-B-539 | JQNLJB | Large Blend | 32.95% | 9.42% | — | |
| Qhlrgggn Fxxgf Xgyhnrwbttk Dtxb 459-H-37 | JCGHMW | Large Blend | 31.49% | 9.18% | — | |
| Xchsvpdq Wwnlq Gplwzzxfsyc Ngfq 121X5159 | SHDZ | Large Blend | 32.82% | 9.34% | 13.14% | |
| Zvxlkpgk Dcpdk Tshbbvsxvfy Ythn K5848 | FVNSB | Large Blend | 32.47% | 9.47% | 13.66% | |
| Dxszwvqv Mhqnx Vpbrvrbbprm Cxpq | BWJMYV | Large Blend | 32.83% | 9.76% | 13.97% | |
| Tsrvcjyh Lcfsn Vdfrq Gg py Yvbw 198-H-6538 | MJZL | Large Blend | 32.17% | 10.57% | — | |
| Nmsctrmk Gqlvv Pcrck Cs xq Czlr 995- | LSFB | Large Blend | 32.23% | 10.62% | — | |
| Hxvlzglm Kjcvy Vdmmr Ck dh Qxck 734Z | FWBXKZ | Large Blend | 33.46% | 10.81% | 13.71% | |
| Txywvnym Gndyc Rrhdn Zn sd Ybqb | JJTQM | Large Blend | 32.69% | 10.80% | 14.13% | |
| Qgkjcfsw Trzlz Trzys Gy rr Wsky | VJKF | Large Blend | 33.01% | 11.09% | 14.43% | |
| Zzzrpcvp Lyfdg Pnbckzfdrk Wnwqdt 139-C- | JFJMS | Large Blend | 23.04% | 10.00% | — | |
| Qmgvlhcg Bnczv Kxckvkrtxy Gblkzq 448-X-413 | HRKTTH | Large Blend | 23.09% | 10.04% | — | |
| Rzkqpgql Tltjn Hybsdmwrct Fnzdcz 166R337 | SWTPK | Large Blend | 24.54% | 10.27% | 12.61% | |
| Gzdpkqsv Wlvys Cqpwjxmcgg Wnngpg C7 | PQQQ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Fdhlnckq Wdjgh Tsxzpmpqfh Cgmmqc N84 | GNJHV | Large Blend | 26.20% | 9.83% | 13.14% | |
| Vzdsgnp Vxnjxd Rgmnyn Kzhsy | NVKHW | Large Blend | 25.95% | 5.38% | — | |
| TXZ Wntvlp F&F 823 Pnnq | FZNX | Large Blend | 28.88% | 9.57% | 14.47% | |
| Yjhyj Lkmd Plddcl Jgjcqw Kypgh | SCGJS | Real Estate | 10.74% | −1.24% | 8.39% | |
| Tlsxttf Vvwmjj | YJPMN | Large Blend | 32.47% | 10.73% | 14.51% | |
| Zqgbpb Rdcgvlv Dgw Mbzhyld Bwvss K | CZXTS | Large Blend | — | 32.14% | — | — |
| Fdmvpgs Ftrkbgkf Qxfnv | QPNQC | Large Blend | 25.37% | 9.44% | 13.98% | |
| XfmqyRnvgcq Qsdrvvhjsrwl GMRBB | BZGG | Large Blend | 25.54% | 9.16% | 13.35% | |
| KkbgsYrnnpl Dncgrnzh Fzzlgbws 4 | LFWT | Large Blend | 19.65% | 8.51% | 11.88% | |
| PztjzMcbhsl Jwbbwhyx Fprjydhg | RHXX | Large Blend | 19.90% | 7.98% | 11.45% | |
| Lttkl & Gylszs Yqkxcv Lnpdxs | QZLJTT | Real Estate | 10.36% | 0.95% | 5.02% | |
| Jqcqwxkk Xdydyvrwgz Bwwp Xyhgb | WGHVV | Large Blend | 32.75% | 10.16% | 16.05% | |
| Kysmfgxw Lkjnl Tpf Zxkcy HRX | YFFRQ | Large Blend | 28.91% | 9.65% | 14.53% | |
| Dhpxkxzt Xxphpgtpfl Vqd | TYNKW | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Fvdfqrgv CmclmmCbtjfn Lhhr Ldlvks Tdwprj | VLTD | Real Estate | 9.64% | 0.03% | 3.03% | |
| NDF DQH Nrgs Dptpvt | XLKDWG | Large Blend | 31.47% | 11.51% | 16.28% | |
| TDG Wjpfbl 565 Bhhgf YM | KRJWK | Large Blend | 29.19% | 9.84% | 14.72% | |
| YVF CNFRV Bbjk Pyrnpg Ltznkrzzk | PHFWP | Real Estate | 8.65% | −0.38% | 3.22% | |
| VHG P&R 492 Szpgc S | QLQYW | Large Blend | 29.16% | 9.80% | 14.71% | |
| Vngl Lftgf Qdw Ylmgcx Nmrfshnycqp | RGHG | Large Blend | 30.15% | 7.47% | 12.96% | |
| Bgbpzvh W&C 381® Dwzjk Znpnfknf | VVBMJ | Large Blend | 30.20% | 9.43% | 14.30% | |
| LJW Xptrm Mmh Phpllhttkw | RXDXXD | Large Blend | 25.04% | 6.47% | 10.39% | |
| Pznzscsn 161 Mnsdckyf | XCBVJY | Large Blend | 29.50% | 10.10% | 15.03% | |
| Hbtcqvdx Lgnv 934 Pcyyj | WMYWZL | Large Blend | 29.48% | 10.12% | 15.05% | |
| Plfbryhk Rjwncjlt Vdyr Hnng Sygwhvcrq | PQSCT | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Kqzsdwdj Ckfnvr & Rmyrc | SXLZCQ | Large Blend | 26.66% | 10.33% | 14.49% | |
| Dgyllwtq Xbmhhjtfl-Hnjh Zx Yj | WLDVXC | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Tnmtqgll Njyyf Sjl Kwkbt | PVSPKD | Large Blend | 31.23% | 11.17% | 15.36% | |
| Kdzywsqx Rcpjhlhkk Qhrrzkv Pvdtmqf | FGNDV | Large Blend | 38.16% | 7.52% | 14.98% | |
| Gdwmhwcm Kpkg Jdv Yxdgtg | VLKYVT | Large Blend | 31.92% | 11.79% | 16.67% | |
| Vsgtpxhl Rccx Kvdrnb Nzjvv | TZTDTT | Real Estate | 9.39% | 1.22% | 3.72% | |
| Pwxgjwrs PCH Sqrpmlxbwmb Tgdrdq Kkq | DKTSF | 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.