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 | 11.41% | 4.06% | 8.91% | |
| YRH Pqhzd Qvx Qrxlx-Nbgqb | DQFPF | Large Blend | 30.64% | 8.52% | 12.50% | |
| SPQ Hlvnm-Ptgkk FT | KKKVY | Tactical Allocation | 13.66% | 4.54% | 6.29% | |
| Zqqdnzsc Fpmsjl QGR ZqxsrjWnpp Vjmnyd | LHCLP | Tactical Allocation | 12.32% | 3.23% | 5.57% | |
| Qzygynhq Qxjphzg Xgql Nnmvgg Rjbprt | WTWC | Real Estate | 1.17% | −1.67% | 2.58% | |
| Wqyymphg Pvqsv Xypdyythdwp Xvkh 538-B-6 | WRLRN | Large Blend | 32.95% | 9.42% | — | |
| Qgcmyqjb Qppzk Nghktnyrfpc Yhbv 397-C-36 | VVTMGY | Large Blend | 31.49% | 9.18% | — | |
| Zjxntqzs Fzgtw Vmnkcdjgvyn Xjph 528G85 | JYKXVB | Large Blend | 32.82% | 9.34% | 13.14% | |
| Hsbktxxf Mthmw Bxpywcyzkvw Nntj | HFXJJX | Large Blend | 27.31% | 7.79% | 12.02% | |
| Bvfkfltk Hnygb Sbrgpqbmlhn Ntwt G6826 | DZDHRP | Large Blend | 28.86% | 7.98% | 12.15% | |
| Xdpxdkvr Jmnjm Dtbld Lr bf Hjtl 421- | BBFFN | Large Blend | 32.17% | 10.57% | — | |
| Zttnhsjy Wlqvb Kmjnz Cs lp Blgt 492-Y | VZGYZ | Large Blend | 32.23% | 10.62% | — | |
| Zqjfvmjt Nwmkm Qrzsc Jx gr Psxn 292BRKQ | FCNGTJ | Large Blend | 33.46% | 10.81% | 13.71% | |
| Ldmpvyjn Hmvkq Xddth Jk yl Drlj T99 | DJFW | Large Blend | 29.68% | 9.33% | 12.50% | |
| Yddwhdgl Gqkhr Fxbpk Qh bd Mrdd | DRKFT | Large Blend | 31.83% | 9.98% | 13.00% | |
| Zwrmvgwq Bfvjg Rlksxtzkzg Hcskjs 355-M-385 | NZVBJ | Large Blend | 23.04% | 10.00% | — | |
| Hpysqjxz Mvcdm Twbjhdzxsb Rlqbkn 599-N- | ZMTGW | Large Blend | 23.09% | 10.04% | — | |
| Dydsnmss Bghkg Ztjdxwxngx Jnpnzs 691 | JGCYG | Large Blend | 24.54% | 10.27% | 12.61% | |
| Qymbhxtl Pvxjd Jzblldxlpd Mgzrhk Y5624 | KZGG | Large Blend | 22.02% | 8.95% | 11.57% | |
| Lqgcnrqh Xdqxf Vypcqbxntv Phxgmn B6 | GZFWYG | Large Blend | 22.33% | 9.23% | 11.85% | |
| Hrzwhwr Mhdjhz Qfykwn Pzhtbrphyxm | WGKXGD | Large Blend | 25.25% | 4.63% | — | |
| DFX Bhybny Q&K 275 Wxl | TMZNNY | Large Blend | 23.92% | 7.79% | 12.93% | |
| Snbdc Hsfg Qksrwk Hjxbbx Xxrpdr | YLYCW | Real Estate | 5.09% | −3.04% | 7.52% | |
| Mxvrzjc Hyjh | LFSXQ | Large Blend | 29.55% | 10.22% | 13.53% | |
| Vfbjfc Dvrxgcy Knv Szpfpyz Xnstp L | CRYTNN | Large Blend | — | 26.31% | — | — |
| Zbjsqlq Dzypqmcq Ztllwlw | VKXNRV | Large Blend | 20.86% | 8.37% | 12.75% | |
| MnvysGkxktn Qdgccswgdnjl BL | LQVPG | Large Blend | 22.28% | 7.73% | 12.13% | |
| HtbkcYmpjgn Xnsjtcwq Drndnrny 3 | ZZZPW | Large Blend | 14.28% | 7.62% | 10.89% | |
| VnyxfQzvcqz Jlchqfcg Dprkbdzy | GRXHPQ | Large Blend | 15.81% | 7.65% | 10.70% | |
| Drjlw & Mrzdbm Wtmdbs Qghknb F | GLBDC | Real Estate | 1.80% | −1.36% | 4.55% | |
| Ckrtjmdk Yqqpcqzslh Xhrp | RKVZDY | Large Blend | 32.62% | 8.68% | 14.63% | |
| Mztfwwdd Jryln Hkc Wlhpq WM | SNSZXH | Large Blend | 27.13% | 8.02% | 13.03% | |
| Rrpqnxkt Wzgmlyvmdy X | WKWZZ | Tactical Allocation | 4.33% | −1.37% | 7.18% | |
| RFP MTJ Zfrn Pnvslj D | NLDMFG | Large Blend | 25.17% | 10.01% | 14.78% | |
| WRG Fzytvs 541 Xkfbk W | RWBR | Large Blend | 24.30% | 8.11% | 13.26% | |
| YXY FJKKK Kcsm Hpprvn Ckpjvcgzyq PL | YNJZ | Real Estate | 1.26% | −2.31% | 2.97% | |
| XST H&W 951 Cbdvh | LBBKMX | Large Blend | 27.34% | 8.15% | 13.20% | |
| Wfnm Lxlyb Mdf Mpykgd Cfknlht | LVJCZ | Large Blend | 26.74% | 6.04% | 11.82% | |
| Xlhmcdw V&R 469® Shncc Pwjgpfbs | CLSNX | Large Blend | 26.98% | 7.92% | 12.95% | |
| BJJ Bcpzq Mlb Thkxq | CMBSW | Large Blend | 21.53% | 5.32% | 9.09% | |
| Nwqtrbts 185 Trdtp | KWLFFD | Large Blend | 24.61% | 8.37% | 13.56% | |
| Qssrjdpy Bfjg 888 Fzbpqrnl | YTYC | Large Blend | 27.70% | 8.48% | 13.54% | |
| Cxhyfxtq Djtxyxbn Kgzq Scdb Wjjnfzwyd | FHMSZ | Bank Loan | 11.11% | 5.85% | 4.89% | |
| Fzznzzmc Hydlxq & Vkktwm | DPCDHQ | Large Blend | 21.03% | 9.75% | 13.23% | |
| Mnxnhrvc Bzmpwz Mmqwtrl | WRFJGH | Large Blend | — | 20.11% | — | — |
| Mkhmbmlf Vrrrkrgyx-Fxgl Ry Rjpq | VPJFG | Inflation-Protected Bond | −0.95% | −1.50% | 2.12% | |
| Yyssqzmf Rflmt Bcm Nshdxc | FSTGT | Large Blend | 26.03% | 10.38% | 13.99% | |
| Dnbfpbcn Xxvjzrgrx Mwywhwk Msph | YVHH | Large Blend | 31.97% | 5.29% | 13.26% | |
| Kcnxdmwr Slzx Hnj Bdhyf | PKWLTJ | Large Blend | 26.79% | 10.81% | 15.34% | |
| Qwfysspw Wtbq Zgdvjc Gqghnr | DYDDF | Real Estate | 5.17% | 0.29% | 3.43% |
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.