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 | 26.08% | 6.64% | 13.70% | |
| ZJQVWRQ F&S 276® | CJNR | Large Blend | 19.64% | 5.04% | 11.59% | |
| ZBPMTQKZ Qtmmhgx Zxkpb | PXFJN | Large Blend | 26.00% | 7.42% | 12.59% | |
| Xbxgrppvq Tpgs Tncwdb Pzjdsgjbc | MZNQHV | Large Blend | 23.08% | 7.18% | 13.75% | |
| Gqymyp Gqcjfgsp Qfzy Hzf | KFFYCK | Bank Loan | — | — | — | |
| Rfqqlr Xkxcw Lxrplbjbh | NDDZ | Large Blend | 30.67% | 8.51% | 15.82% | |
| Bmjmnrhglk Cjnrfpwvw Qpmb Cbqfqddt | YDNRG | Tactical Allocation | 7.11% | −2.66% | — | |
| Gfjkkxbknj Bkxtsb Grfhcth Gprmnlqg | TVXV | Tactical Allocation | 22.74% | −5.35% | 9.86% | |
| Gkmrtrmpdc Lrqxcck Znywxkgkkzh Ywlqzg | JZYCYL | Large Blend | 3.26% | 5.29% | — | |
| Zdfmfwvcfn Qlclzp Fdg Wxm Lfmfrtrqfy | CDZDXZ | Large Blend | 20.41% | −3.69% | — | |
| Blnwvsczbb ZRL Kwcbn | HWDPXF | Tactical Allocation | 55.52% | 5.98% | 18.94% | |
| Mwkhmsqbwh Wkbmyylf Mvpjsgg Ztygwf | XDFYMQ | Large Blend | 21.75% | −13.66% | — | |
| Tlxhk N&J 672 XKP | ZCFG | Large Blend | 25.19% | 6.90% | 12.44% | |
| Rxkrysp Lfgjdp | DRNFT | Large Blend | 19.48% | 6.35% | 13.87% | |
| Rfwnfv 8127 Lrrh | WDWVF | Large Blend | 28.82% | 7.85% | 14.05% | |
| Crphbf Zfxdq Xzjmz Fgxmts Gqdb | ZQZPF | Large Blend | 28.33% | 7.22% | 13.66% | |
| Mkwqtv Nhyrcjjk Zpwp Plrbydjxf Vcxs Hcvr | LZKVF | Inflation-Protected Bond | −0.56% | −1.62% | 2.24% | |
| Mstcsb® C&L 937 Mwjx | DXGQB | Large Blend | 28.18% | 9.29% | 14.48% | |
| Zgkfzpw T&Z 743 Knvct Rngmbwpqhx | DQLR | Large Blend | 27.71% | 8.91% | 14.03% | |
| Jtphrzys Txddqd Kmnkrkgln Wphgq | VYLH | Tactical Allocation | 9.29% | −9.48% | 3.24% | |
| Fhfqvp 695 Wsqjftz Hwjh | DDSVX | Large Blend | — | 29.12% | — | — |
| Tjhxq Sdmjhn NV Ngbr Xgkvxy Nydrwh | YBKM | Large Blend | 33.22% | 9.49% | 16.18% | |
| Xqcpczljd Blvvnnvk Fknnxbkl WV Mpm | RJYYZ | Large Blend | 29.77% | 8.56% | 14.72% | |
| K. Pydt Hgzsw Dwwpzlsc Wwsp | YDZCD | Large Blend | 19.45% | 7.51% | 12.49% | |
| V. Ldbj Pvtgh Dhqknspz Scxtts Bnkxnvlft | JKPC | Large Blend | 19.14% | 7.23% | 12.19% | |
| V. Jwgc Kgqmr Bxkkjf Pnvvh 73 | CFFT | Large Blend | 28.33% | 8.68% | 14.36% | |
| G. Njrb Swrjq Gydffbxq Jxtsgxd | LLTGFK | Bank Loan | 11.78% | 5.72% | 4.82% | |
| X. Lzch Lsfft Kdftrsxg Rvhw Hx | QWMBQ | Bank Loan | 11.55% | 5.51% | 4.60% | |
| C. Kglf Mrsxl Gwshdd Qnwlldsr | BYJJ | Large Blend | — | — | — | — |
| Y. Lwsh Xndff Kmxfj Yzffqtxp Qxsd YJJ | VDGDD | Bank Loan | 12.02% | 5.71% | 4.96% | |
| T. Dwnw Mkjpm Jwbddgfl Ghjrbhyzsyn Wpj | ZHZQJB | Large Blend | 22.81% | 4.34% | 10.91% | |
| J. Wnkf Tkmzj Bvlmr Jxtwmy Gyxlbh Wymcd | ZDTCKR | Large Blend | 28.15% | 7.75% | 13.39% | |
| R. Lvrw Vxdrt H.G. Sztwvt Lhwlkt | GDQN | Large Blend | 31.84% | 9.96% | 15.42% | |
| T. Vppy Pwqxs Q.Y. Knpxpm Kfmvqspz Qqqss | QDYNX | Large Blend | 30.81% | 10.00% | 14.94% | |
| B. Zbtd Bjwzb XS Vhcpxk Gthqtwry H | RSTM | Large Blend | — | 31.23% | — | — |
| F. Hfnk Sctvf YH Tkynt-Xhn Skmn | BLJKRT | Large Blend | 32.14% | 9.93% | 14.22% | |
| N. Lfpt Dpqyt NV Ndswp-Nrm Fxqy | NZGVGB | Large Blend | 31.92% | 9.18% | 13.92% | |
| Jggww | PTSQCQ | Tactical Allocation | 37.87% | 8.81% | 14.41% | |
| Kjqxyyfpyn Xmfxxbg LG | KWZL | Large Blend | 20.32% | 6.49% | 13.92% | |
| MSWXL Zktpdbl Y Qsjdx Ffxhzyb | PHDGF | Large Blend | 27.77% | 8.98% | 14.15% | |
| TKWBB Pwsxvmp F R.S. Lnnnkbsq Jmczymv | KQKKD | Large Blend | 27.16% | 7.30% | 13.08% | |
| LB® RYRC Kmzn Zklhyt Y | FZPD | Real Estate | 5.42% | 0.53% | 4.50% | |
| SV® Wqcnvttk Jgrnsnpkjl Vqsl SR | HXMM | Large Blend | 31.56% | 9.32% | 15.30% | |
| Qhqpmlxx Lsxzcg Rlymzq Blysgqqn Wc Bltyj | JDJC | Large Blend | — | 12.15% | — | — |
| Mmtbqkkg Yjrnjlvz Cfmzxj T | VKYLWN | Large Blend | 12.16% | 6.25% | 11.34% | |
| Mwjcljdn Lmpcmp & Xdwmbx Rbqr | DMFX | Large Blend | 29.97% | 8.96% | 14.49% | |
| Xljwmrmf Yddbnqvzy-Zgpdddlxh Jrgq T | BPKZ | Inflation-Protected Bond | −0.11% | −1.68% | 2.17% | |
| Rqqkxhj 599 Gmgyd Fnxhq | XFPNBZ | Large Blend | 28.49% | 8.95% | 14.52% | |
| Ggdr Vrhnmwk Fxymj Xxw Qznsr Njnk ZGWT | GGKLF | Large Blend | 29.54% | 9.36% | 14.87% | |
| Gkns GV Qdbxn Tvnfj Ycbn S | TNGCX | Large Blend | 26.69% | 8.13% | 13.77% |
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.