Skip to Content
Morningstar

Inflation-Fighters

We highlight some of the best ideas among mutual funds, ETFs, and individual stocks.
Investors saving for retirement or other long-term goals ignore inflation at their peril. By the time you start tapping your portfolio to meet your income needs, those dollars you’ve managed to save could be worth a lot less than they are right now, and they are likely to depreciate further over the course of your retirement years. That’s why it’s so important to ensure that your portfolio is adequately protected against inflation. Some inflation-fighting vehicles have explicit protection against rising prices, such as Treasury Inflation-Protected Securities. Others, such as stocks, protect against inflation indirectly due to their higher long-term return potential. This list features top picks within those key groups, including bank loan, commodities, TIPS, multiasset inflation-protection funds, and high-quality stock funds.
Get Morningstar's unbiased take on where to invest next
Act on your investment ideas with trusted ratings, key metrics, and independent analysis available only with a subscription to Morningstar Investor. Jump-start your research with pre-filtered screens from our seasoned analysts or build custom screens based on your goals.
Get 7 Days Free
Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Voya VACS Index SVVIPXLarge Blend—28.01%——
Nlycqgwv Tkzvxqq Ypjm Zlzrbw KvsrpGFCFHLarge Blend32.50%9.55%—
Pjlssdyb 4197 Ddzjq TkKMNBLarge Blend26.89%7.52%13.21%
LgvnqpPncf 662 Gcxlnsz M/VKTWTSWGHLarge Blend—28.69%——
BjlslbYntq YLWK Yjdrfsx X/HDLZRRKSInflation-Protected Bond—0.10%——
ZBP KdnzmphcSLWDKFLarge Blend21.01%6.81%13.12%
tTxsfvr Dztbjxd 8511 Vdxqv-Qpm Qxk Dtj SLSNLBTLarge Blend28.28%7.58%13.83%
xByhkrm Y&P 185 Xyqvh Lzvwhrtb DJRYZLarge Blend27.75%8.94%14.12%
bBpjywk R&W 199 Pgcds QmqkvxpvnFLQFLarge Blend27.08%8.45%14.10%
See which securities made the list. Subscribe to Morningstar Investor today.
Start Free Trial

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 Investment

All 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.