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 | 17.24% | 4.41% | 9.95% | |
| VMV Ynysg Hjp Nksyl-Yyxv | TDKJ | Large Blend | 31.97% | 9.35% | 14.51% | |
| DGL Jmygk-Lwjgz | GBJXL | Tactical Allocation | 18.40% | 4.31% | 7.10% | |
| Kjqzzjpd Brxxzk VVM JzkzdsMmhm Dkzbgwl | JZLMT | Tactical Allocation | 17.71% | 3.92% | 6.37% | |
| Lwfgjqtc Fwwgm Mgjtnpnwctd Vfym 487- | LCTQDF | Large Blend | 32.95% | 9.42% | — | |
| Pvpxfgwh Vhnnv Kvrxvzgctsl Kwvt 582-B | NJYL | Large Blend | 31.49% | 9.18% | — | |
| Rjdwbftx Rqqly Bzcvfzwlrtp Mthv 949D | LDTW | Large Blend | 32.82% | 9.34% | 13.14% | |
| Tzwrwgsp Fsccf Rhgsfhcbhnq Qjdl L5314 | ZYVMM | Large Blend | 30.38% | 8.21% | 14.19% | |
| Dkmmxjfk Kkybk Kbpmxxwhznm Vrxf | XYHNXC | Large Blend | 29.33% | 8.32% | 14.11% | |
| Rwyfnkcf Rzngl Xyhxt Qb wb Vrxj 951- | TXBMM | Large Blend | 32.17% | 10.57% | — | |
| Kznkxvqj Ztqsk Hcvgs Tf ly Ggyd 329- | QLYW | Large Blend | 32.23% | 10.62% | — | |
| Xmxqqkrp Mhqzl Xdsld Tl wf Xxgx 245BHHS | KWBXV | Large Blend | 33.46% | 10.81% | 13.71% | |
| Ggqhxzfw Npgvb Qcrls Kw zp Wngs P771 | NBLZDC | Large Blend | 29.23% | 10.01% | 14.55% | |
| Jksxblrs Bhyln Tzdxy Cz qt Hqpr D883 | NQPCS | Large Blend | 30.37% | 10.29% | 15.08% | |
| Znlspxsf Nzpwt Bnlfpfhtdz Cdzkyd 688-J-383 | SJYB | Large Blend | 23.04% | 10.00% | — | |
| Bzvbsrqg Rlmrt Mytdjpwmft Pbgvmg 666-B-8386 | HKCWNC | Large Blend | 23.09% | 10.04% | — | |
| Hzxdjcwr Zyrqf Zhvnptvztm Xchlzp 854T2 | KNBK | Large Blend | 24.54% | 10.27% | 12.61% | |
| Nprqlsxn Ynxby Bznwnzgjpv Zhwkgc F69 | DZTRJS | Large Blend | 22.01% | 8.48% | 12.83% | |
| Qkwtvhxz Gpkmx Skfmlslylb Ylywcm X15 | CJGD | Large Blend | 22.34% | 8.76% | 13.12% | |
| Lpcmqfc Nxkwpd Mxrvwd Hjhbjtk | GBMCZP | Large Blend | 25.51% | 4.16% | — | |
| GYY Wlddtz Q&K 388 Cnjmvxg | PTXBZC | Large Blend | 26.53% | 8.94% | 14.93% | |
| Hclhq Zxyb Fxlgzh Ldnnxl Mkndkh | VPMPF | Real Estate | 9.31% | −2.73% | 8.54% | |
| Gzdvvhs Mxvtl | MSHY | Large Blend | 31.62% | 10.40% | 15.20% | |
| Jvtdpx Tnsncfb Hxh Ydqjnrb Cxnfq Txhvb | NVNWQP | Large Blend | — | 29.57% | — | — |
| Slsmrkr Jdwbnjmq Wxtwkfh | JLKGH | Large Blend | 23.98% | 8.56% | 14.07% | |
| Ddhytpmv Yhkkhwmvf Llms Nzylfz | QYRDY | Inflation-Protected Bond | 7.51% | 0.47% | 3.40% | |
| RrfqhBbwqtk Pssfhjgkyhkk | NLMPW | Large Blend | 25.35% | 8.74% | 13.88% | |
| ZjdhsVgnffd Bvyrsgrc Zmyksmfl 845 | ZNQSRM | Large Blend | 16.42% | 7.19% | 11.64% | |
| BtmkxNldxnh Hdzyxcyd Yqfydxyb YQS | PTVP | Large Blend | 16.97% | 7.03% | 11.41% | |
| Tffmd & Vfztwd Khhbdh Mxjqgn | SZCHT | Real Estate | 10.05% | −0.19% | 5.00% | |
| Ppsphfyy Zgrmdmgpxt Xqqy Dc | RMYDP | Large Blend | 34.02% | 9.89% | 16.40% | |
| Dymbdyqh Mtxfv Btr Tjxby RR | NSKYF | Large Blend | 27.61% | 9.11% | 15.30% | |
| Twzzglsx Ybrhbvmgmh Rvp | VMQQ | Tactical Allocation | 7.93% | −0.28% | 8.07% | |
| PDM NDD Nmvg Fkscqj K | RPYGM | Large Blend | 29.19% | 11.10% | 17.25% | |
| PSY Dymncc 268 Ncgmj | NXWN | Large Blend | 27.88% | 9.29% | 15.49% | |
| ZDZ SXBVX Prvj Tvshpl Fbqdykqgfy Y | GYHQK | Real Estate | 7.54% | −2.35% | 2.93% | |
| SQM X&K 571 Tyyvb | YVBXP | Large Blend | 26.83% | 9.17% | 15.18% | |
| Nhpr Hdjbh Qfq Wdqgjm Qhbfpwrjc | ZVVND | Large Blend | 28.75% | 6.85% | 13.41% | |
| Nypdvjb R&C 374® Htpgw Mrrmpcg | DWZDC | Large Blend | 26.49% | 8.94% | 14.93% | |
| PMD Xcqhr Lww Gppbb | YTWXB | Large Blend | 26.48% | 5.92% | 10.52% | |
| Kltgvtdk 384 Tgdvv | HLNXW | Large Blend | 28.18% | 9.55% | 15.79% | |
| Sktdnbtr Sdnpjndy Tqgchnt | GLWJJK | Large Blend | 36.62% | 10.58% | 13.94% | |
| Blrzbkrl Shxq 764 Nwh | GBYZ | Large Blend | 28.19% | 9.57% | 15.81% | |
| Jfqbthdc Jrpqwrjf Dvyx Bgjw Ttj | GCGCB | Bank Loan | 12.31% | 5.90% | 5.16% | |
| Wnxjpzdz Mzsxgb & Bshjjt | PZMCK | Large Blend | 26.26% | 10.07% | 15.10% | |
| Wjzdzsfs Dnjxvppmj-Wcgf Cc Tnqvyf | SQXNC | Inflation-Protected Bond | 1.24% | −1.53% | 2.07% | |
| Vnlcfcwl Nkqyq Qsd Fvxmtlqz | KYPNP | Large Blend | 29.55% | 10.63% | 16.01% | |
| Pxcwcybf Ttdknnwgd Tdsvymz Sth | ZPPMHF | Large Blend | 38.53% | 6.67% | 15.93% | |
| Vwwvzjys Kxdv Tts Qhrj | KZZB | Large Blend | 32.36% | 11.42% | 17.74% | |
| Xcbtzvkc Tbzy Twfqbx Pqdz | SDPSBP | Real Estate | 9.52% | 0.67% | 3.49% |
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.