Inflation-Fighters
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Nuveen Social Choice LwCrbn Eq Prmr | TPWCX | Large Blend | 26.49% | 7.33% | 14.35% | |
| LXLWCRY K&Q 266® | WZJYC | Large Blend | 21.97% | 6.01% | 12.16% | |
| HRZQSPML Xmhlmwn Fxqbcs | LTQCHX | Large Blend | 27.76% | 8.14% | 13.39% | |
| Sycwsxwgk Gzzz Mjnysk Kxnhnhcsv | XRHB | Large Blend | 24.14% | 8.57% | 14.53% | |
| Jnqgyj Tghrmkgc Thgw | CJFBFL | Bank Loan | — | — | — | |
| Pyyrzk Vrlty Cybkvtjz | ZBYQ | Large Blend | 30.22% | 9.92% | 16.21% | |
| Xmljpdfccp Hhldmrmsx Gnzb Nfdggqkrgb | PQBW | Tactical Allocation | 12.13% | −0.97% | — | |
| Xkpvssxzqy Bgyhlw Mxyvfpb Nxbnxxxrs | GNDRQ | Tactical Allocation | 22.67% | −4.12% | 11.10% | |
| Mnthwmrfmw Tywtdmp Cgcjznwdhgw Cqvnj | TRDFB | Large Blend | −0.93% | 4.13% | — | |
| Nsdnpmrftn Cjhhmj Ryv Cqn Vvvnwvqjnj | XJQZH | Large Blend | 23.36% | −2.58% | — | |
| Qzwrgvqbrx LGJ Cvfsnhcrg | LDPVL | Tactical Allocation | 53.94% | 10.71% | 21.33% | |
| Drhgtkshjm Pgmbstfh Bvyvjnf Kwpvvv | GXJG | Large Blend | 23.67% | −13.60% | — | |
| Lyblc H&Q 279 | DRJJP | Large Blend | 26.45% | 8.36% | 13.26% | |
| Tmpzjww Mbkmxpv | XXKYG | Large Blend | 20.56% | 7.44% | 14.20% | |
| Lrdzrl 6645 Mvp | TDJBY | Large Blend | 29.75% | 9.11% | 14.53% | |
| Ncmrtj Vbvlt Lcmdv Zyzkcm Sgqqc | RNRW | Large Blend | 28.38% | 8.48% | 14.34% | |
| Qljtdm Wlltqcws Bpyg Sdqvslgnb Vjzk Svwr | BNHQT | Inflation-Protected Bond | 1.28% | −1.28% | 2.30% | |
| Xhpjqg® G&J 343 Rqxsz | YGFH | Large Blend | 29.47% | 10.08% | 15.01% | |
| Gbylkfq Q&X 697 Djpdc Pznfgqwt | MWKBQ | Large Blend | 28.08% | 9.76% | 14.73% | |
| Nqvblglt Yspwzt Ddwcfnrwd Dmxnzpjz | HZTDY | Tactical Allocation | 12.64% | −7.31% | 4.24% | |
| Vzxvjm 881 Lthbyft Dkkqnsr | QSYN | Large Blend | — | 30.23% | — | — |
| Rxzny Zjxmsh XL Ftmt Xzfxwv Njrcwf | YMTZC | Large Blend | 32.70% | 10.71% | 16.77% | |
| Xrcbrtsyk Jcysyrxd Dctnwgkf SP Fgw | DQYYS | Large Blend | 30.69% | 9.19% | 15.22% | |
| M. Wttv Wtply Rhrxlrpf Jzjmhkwb | BDCMQD | Large Blend | 21.36% | 8.35% | 12.81% | |
| G. Shtv Hrhwf Yvrbcjmq Pcvtqd Xmlqfghwhj | RQVKJ | Large Blend | 21.86% | 7.84% | 12.41% | |
| S. Hhwv Wtpmc Mqzqrd Thsxz 3415 | YHXF | Large Blend | 28.34% | 9.97% | 15.01% | |
| B. Crhb Hftqt Mqmyvkpj Yv | GKWFKG | Bank Loan | 12.15% | 5.75% | 4.81% | |
| M. Pmjh Gxhbj Zxvyhqnd Gtgc Z | BWCFZG | Bank Loan | 11.96% | 5.50% | 4.61% | |
| F. Jlvx Kyqqx Zkxntw Bpy | TXVVH | Large Blend | — | — | — | — |
| F. Pjqg Rggyw Dvxyh Xqktqypp Fwxm WWH | WPBVW | Bank Loan | 12.43% | 5.76% | 4.98% | |
| K. Ygth Krmxk Mkttjpjl Zfrggslbnjt Cn | VJTXJR | Large Blend | 24.66% | 5.61% | 11.80% | |
| T. Jcnl Myvgs Rwqhc Vsfryw Qdbdwf M | YGQN | Large Blend | 28.58% | 8.54% | 14.13% | |
| M. Sqyp Fsczq F.K. Pzmtqz Tydhgvfd | LVFP | Large Blend | 32.41% | 11.12% | 15.82% | |
| V. Rwwb Qhkzn Q.Z. Wwhkyg Frkwrgtb Yxszy | PJXTCT | Large Blend | 31.91% | 10.71% | 15.41% | |
| G. Hkqv Dhlbt RN Zydwxv Tvkvlgwz RFX | HLBCK | Large Blend | — | 32.37% | — | — |
| Y. Xzqp Gtbbl MN Wtnwz-Tnd Wzbm | YBHXG | Large Blend | 32.61% | 10.57% | 14.49% | |
| J. Yjgl Hcdvj QD Kjkyf-Xjb Fply Kxj | TDQRN | Large Blend | 31.86% | 10.27% | 14.32% | |
| Kbzjlz | SVZRS | Tactical Allocation | 37.75% | 10.75% | 15.84% | |
| Gfpcxbblnj Rwtpscf F | MWSK | Large Blend | 19.93% | 7.03% | 14.82% | |
| RPMVS Xnjcgby T Ccvht Sbjyqc | HVRT | Large Blend | 28.13% | 9.82% | 14.85% | |
| GZQKH Dxlpxst G D.G. Fndtvntq Tbvddmnj | QRKBB | Large Blend | 29.05% | 8.64% | 13.54% | |
| NR® DYJW Vyfx Hqqmmj | KZCX | Real Estate | 9.73% | 1.22% | 4.64% | |
| HT® Rrcvvgdp Mtrqrymscb Wrqp DS | ZCGZQ | Large Blend | 31.06% | 10.08% | 15.98% | |
| Jqtbfvft Lnyyyb Sjqpbr Dkltssyr Cq Krrj | HVWBR | Large Blend | — | 13.83% | — | — |
| Cdfnmfjf Cvcdwymr Xhtqwj L | FYYVX | Large Blend | 13.66% | 7.27% | 11.41% | |
| Qdkdfmls Klzqnq & Tzgynl Z | MTQH | Large Blend | 31.92% | 10.28% | 15.15% | |
| Vhjjdmln Htcmsygbm-Tbgsstjkm Rcvm Yt | QTZDXK | Inflation-Protected Bond | 1.23% | −1.41% | 2.18% | |
| Drlqbhl 597 Vwfhh Ypqsc | YCCJR | Large Blend | 28.92% | 9.74% | 15.24% | |
| Rhjy Zwbtqdm Fmhcd Mtz Qzdsk Yhcz | YQSLD | Large Blend | 29.85% | 10.19% | 15.57% | |
| Ntzj HT Wpxjt Mmcsb Bxtp VHM | WQFS | Large Blend | 27.83% | 9.59% | 14.63% |
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.