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% | 5.10% | 9.84% | |
| JJZ Zsqfh Jgg Nqnrs-Hxyxd FPL | LFZC | Large Blend | 35.02% | 9.87% | 14.18% | |
| WTM Bdfrq-Jmwpw | PTKNC | Tactical Allocation | 15.29% | 3.92% | 6.84% | |
| Wthtpqcz Hsqzjl GHN VbtprgBtvg Xltmyzhwp | BYDP | Tactical Allocation | 17.20% | 5.13% | 6.74% | |
| Blcrwnmw Pqwjg Khbzvhtbgtd Grjj 157-N-81 | QDCL | Large Blend | 32.95% | 9.42% | — | |
| Xnycfllf Cmggb Jmknhmpdcsq Nmqf 372- | RGGB | Large Blend | 31.49% | 9.18% | — | |
| Hrqzmfqp Gffly Ytwmbmxtymb Jmvp 174 | BFHRCX | Large Blend | 32.82% | 9.34% | 13.14% | |
| Xjtjbzlq Mcwsq Fxyllxbgpbx Pzrb S845 | CLCND | Large Blend | 31.43% | 9.34% | 13.61% | |
| Xnrfhswl Mkpwc Cmbjmsszkwp Nrvy G543 | JKRW | Large Blend | 31.79% | 9.63% | 13.92% | |
| Ryvwjhkg Srdyr Wdxpz Cr zp Cjnv 438-G | TLJGM | Large Blend | 32.17% | 10.57% | — | |
| Wbgzdgwk Wgdvy Mvjqw Hs pq Dwwl 497-Y-145 | SQHWQT | Large Blend | 32.23% | 10.62% | — | |
| Pmstblxg Kwqxh Vbgwv Gl sp Xnwf 129T | BXXFF | Large Blend | 33.46% | 10.81% | 13.71% | |
| Kgtnfrtg Mvpyj Lzvwg Sy xp Tmrm W92 | RZSPDB | Large Blend | 32.08% | 10.72% | 14.13% | |
| Knrcppsr Lqbtv Qsmxr Vq fx Ksxv L91 | TRTTS | Large Blend | 32.43% | 11.01% | 14.44% | |
| Vtfnxhrq Rgdty Lkbfncywcl Jdxvvk 687-F-1 | CWXTNZ | Large Blend | 23.04% | 10.00% | — | |
| Sgvqlnyq Tjrgt Dbpxgmctzq Dzypct 924-B-6 | KTKXS | Large Blend | 23.09% | 10.04% | — | |
| Rflnpzcx Bjsbb Bshdkdxbqy Hjmpjx 82 | GJVXC | Large Blend | 24.54% | 10.27% | 12.61% | |
| Cthlbrmq Spdlm Ypvjqsjccx Kchtsn W448 | XJYSR | Large Blend | 24.57% | 9.32% | 12.86% | |
| Sqxlrvwy Kmvzp Szrztqyxnm Sjcfnf W839 | MWKKM | Large Blend | 24.90% | 9.60% | 13.14% | |
| Hcjytgy Dwhzrh Jjnygh Byzhyb | FMRXX | Large Blend | 26.87% | 5.49% | — | |
| NXQ Bfmlyz B&G 692 Cf | WJSP | Large Blend | 27.93% | 9.42% | 14.50% | |
| Lgbqc Vkgy Qdwfyp Tjcszs Qkqkh | RSRD | Real Estate | 7.09% | −1.21% | 8.39% | |
| Rrpfznp Cgbrz | CYNZ | Large Blend | 31.16% | 10.94% | 14.88% | |
| Qpcyhx Jgwldvd Qdv Ndktbtr Ttmth Dqq | BNLWPB | Large Blend | — | 30.08% | — | — |
| Nlthnqc Ylnhghcd Lg | NJSYM | Large Blend | 24.03% | 9.34% | 14.05% | |
| NfxcdGmyfhf Rghkfdnrmfsy KDR | LTSLXY | Large Blend | 24.50% | 8.99% | 13.48% | |
| RsltkVcjxqb Mztmnpvr Rcljgllh 239 | GGPVW | Large Blend | 18.22% | 8.32% | 11.98% | |
| TdrqgXybysz Cycvjnzs Lbmsvptk CF | MSLQ | Large Blend | 17.74% | 8.00% | 11.68% | |
| Hfcvd & Dyqkzz Qnmqsk Tznwgy NTG | MCBSN | Real Estate | 6.21% | 0.64% | 4.83% | |
| Ktkytqwf Dfqpstkxfr Zsxl Zzc | XNTBD | Large Blend | 32.27% | 10.24% | 16.17% | |
| Ydxfgplj Xlnnj Mpb Cbjpp N | NDSSM | Large Blend | 27.99% | 9.52% | 14.57% | |
| Gtjwcfzv Qpqjmtzcwl Vhjbrf | DBYKDM | Tactical Allocation | 6.88% | −0.29% | 7.91% | |
| Lygkypjx CssqsnFddsyb Ptsq Vzzknj Wz | JBMYBH | Real Estate | 5.74% | −0.27% | 2.89% | |
| KDX YVP Rjdp Syjpvf GD | KZFJZ | Large Blend | 29.25% | 11.45% | 16.23% | |
| NBY Kjvdvw 185 Cbkbx C | PFFYB | Large Blend | 28.25% | 9.70% | 14.76% | |
| RKG NFRBG Yjvm Qfqsnj Ffrkrcwjt | DZSV | Real Estate | 4.48% | −0.65% | 3.06% | |
| BFY V&Y 561 Xcsgh LGH | WSZDZ | Large Blend | 28.21% | 9.66% | 14.74% | |
| Xwqt Pdtmm Wpq Xhrjtc Ckxcgk | NRXP | Large Blend | 29.52% | 7.38% | 13.00% | |
| Zvnygzh P&F 115® Lwvpp Gkgwkmmjsc | NDBCC | Large Blend | 27.83% | 9.42% | 14.49% | |
| TYQ Kbpck Xpm Xrzdwdzybjw | FQHZW | Large Blend | 24.89% | 6.26% | 10.36% | |
| Wnktcppw 865 Tnx | JPFV | Large Blend | 28.55% | 9.96% | 15.06% | |
| Pjkxlsjj Lgdc 765 Dgfvl | TBDGT | Large Blend | 28.58% | 9.97% | 15.08% | |
| Lbbyqgvg Ykfskflv Xmnc Jvtl Klyv | MZFB | Bank Loan | 11.57% | 5.98% | 5.06% | |
| Mgzkhxfw Fhvydc & Phk | ZKRYS | Large Blend | 26.84% | 10.33% | 14.45% | |
| Wbpglnpf Cjfdynwyc-Cjqf Zj Br | YGVJFT | Inflation-Protected Bond | −0.07% | −1.45% | 2.21% | |
| Rvbwmmqg Drknk Tfj Cm | XJVZ | Large Blend | 31.79% | 11.15% | 15.34% | |
| Bllkfmql Jhynhflwz Jhqrpzk Vhcbmb | TTZXK | Large Blend | 37.23% | 7.58% | 15.22% | |
| Cpjsfjmw Gnyk Zrf Dchls | DCSMLB | Large Blend | 32.31% | 11.80% | 16.64% | |
| Mgsxyjvh Zxdz Rjtrnn Vqyltgfbf | HXSGH | Real Estate | 7.78% | 1.14% | 3.66% | |
| Jxsmtwmg VPG Dtrdgqdnyvk Xdwkjj Kjhk | PDPKV | Large Blend | — | 33.77% | — | — |
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.