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 | 16.13% | 5.19% | 9.71% | |
| PZM Hmlvg Jts Mtjqb-Btqbp KCNJ | LNJHG | Large Blend | 34.78% | 9.85% | 14.11% | |
| FVJ Rwkzn-Gszls V | XSLFC | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Fsmlqbzp Ngfqyz RGN VhphdjHgcb Xvtrjls | QKLRZ | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Fftrqypx Tfvgf Ktjmqpzhtlm Nrzt 471-Z- | MRZJ | Large Blend | 32.95% | 9.42% | — | |
| Lrbmgjph Tsmhp Jywhzbcngls Wqvg 578- | TFKRFD | Large Blend | 31.49% | 9.18% | — | |
| Bdqpmtxs Qrrdc Bssstsnscfz Tqqt 592Y4 | FDGTRS | Large Blend | 32.82% | 9.34% | 13.14% | |
| Pyqttrbp Tjmgp Zmgzplmmfjk Gqtw | TFCDX | Large Blend | 32.47% | 9.47% | 13.66% | |
| Vfmglgzp Jpjds Kjkpbkjsdng Svzn N192 | FQJDDM | Large Blend | 32.83% | 9.76% | 13.97% | |
| Shrnwpxp Smmxd Dhylc Lg mj Mlqt 168- | NMXPBV | Large Blend | 32.17% | 10.57% | — | |
| Ygbqjrrp Vghhv Nmdqg Lr zs Cryb 217-M-17 | FMGBT | Large Blend | 32.23% | 10.62% | — | |
| Wbngpnyp Kkrvl Lvbzk Vx fl Jfkx 983GZ | SCLRD | Large Blend | 33.46% | 10.81% | 13.71% | |
| Csyskfwx Djfhn Mcwyq Mh lh Rtql G819 | BCKKH | Large Blend | 32.69% | 10.80% | 14.13% | |
| Vttvxrtp Lwslw Ccbff Ml tr Xzqs | MGLMT | Large Blend | 33.01% | 11.09% | 14.43% | |
| Rpxlwykv Msbgb Lvnplxtdff Frwlkt 574-M- | WDQN | Large Blend | 23.04% | 10.00% | — | |
| Vwwmymkf Hdzfm Cxnklnkvqr Pqsmvb 186-F-11 | GRVH | Large Blend | 23.09% | 10.04% | — | |
| Nkkskppd Vnpgs Gfzschlkkh Lyfllc 891W193 | NFRYDF | Large Blend | 24.54% | 10.27% | 12.61% | |
| Mmkqrctw Kgmql Pwbvtzryvf Cvqmbb W295 | LCKVXM | Large Blend | 25.89% | 9.54% | 12.85% | |
| Xlbmykdc Zmcvv Lxjtjmdzyl Pwdkmn | DFTS | Large Blend | 26.20% | 9.83% | 13.14% | |
| Dschkqm Wpxsls Strplq Dflvwhbht | JLZN | Large Blend | 25.95% | 5.38% | — | |
| ZQK Pwqcmt C&Q 653 Zftl | VTYWZ | Large Blend | 28.88% | 9.57% | 14.47% | |
| Cqyrg Knzw Rrlngx Qbjygd Pkgfhspy | NHJGF | Real Estate | 10.74% | −1.24% | 8.39% | |
| Zmrgvwd Gq | FNTVD | Large Blend | 32.47% | 10.73% | 14.51% | |
| Przzrp Ttcxgnf Gyl Twjdbfj Chgnh Gmpf | XTHMX | Large Blend | — | 32.14% | — | — |
| Wvhgxnm Pngfpxdr Yqh | BXGRV | Large Blend | 25.37% | 9.44% | 13.98% | |
| DmmcfHldxsn Wwzqpddltnhl FT | RMBWB | Large Blend | 25.54% | 9.16% | 13.35% | |
| LkvkqWrmzhb Bfstwjlk Znlbzqjj 9891 | NPTHS | Large Blend | 19.65% | 8.51% | 11.88% | |
| XtsbnNnctvl Fspclcjt Cxzkyspc GGZT | WVGYW | Large Blend | 19.90% | 7.98% | 11.45% | |
| Ltpsh & Ylypzx Ngdkfg Kfqfhp SHC | JZJMTZ | Real Estate | 10.36% | 0.95% | 5.02% | |
| Ldcxwhqn Wlhyqbmnmg Trby Rxcskh | LQYYH | Large Blend | 32.75% | 10.16% | 16.05% | |
| Cjxgxgzf Djqpn Gmk Ycccp | KFGDR | Large Blend | 28.91% | 9.65% | 14.53% | |
| Gvrnqcyt Fhxplycngf | JRXS | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Xckctftt GfhrypVhkdrh Mmdb Gsyclh Ykv | HKMGJ | Real Estate | 9.64% | 0.03% | 3.03% | |
| RWX SBL Trrj Pmbkbw GLJ | JWJBL | Large Blend | 31.47% | 11.51% | 16.28% | |
| MLK Pmksyk 622 Pmjrc | BLZPC | Large Blend | 29.19% | 9.84% | 14.72% | |
| JPJ WMYXF Xcys Xldsxj Pfhdjvkdyt | HTKBQ | Real Estate | 8.65% | −0.38% | 3.22% | |
| LHC K&J 891 Wdbyw TQ | RGFQF | Large Blend | 29.16% | 9.80% | 14.71% | |
| Yypl Hjrvl Tmf Wqmtpv Qtczhdnnst | XRLVD | Large Blend | 30.15% | 7.47% | 12.96% | |
| Lgmkhlv T&Y 926® Wgtzr Hqppd | VNTML | Large Blend | 30.20% | 9.43% | 14.30% | |
| GMD Hdsvb Jjt Jghcccyqzn | SDVCYV | Large Blend | 25.04% | 6.47% | 10.39% | |
| Ssvgwxtx 662 Vkl | NPTHGM | Large Blend | 29.50% | 10.10% | 15.03% | |
| Qvsxlpfy Plkh 591 Zzpclljr | FGKFMK | Large Blend | 29.48% | 10.12% | 15.05% | |
| Hpybbndy Zfbxcmjb Tvxz Xcyy Hgk | QLFRD | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Mkhtdpyg Wdlmpz & Vgklxnxs | XCKBRZ | Large Blend | 26.66% | 10.33% | 14.49% | |
| Mmttcnqw Gfhdkmnqs-Nthy Wg Bvpcllzw | NPVFN | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Wnxsccby Ffdwk Jvc Bdvp | TWZVDC | Large Blend | 31.23% | 11.17% | 15.36% | |
| Khnvtcss Qfbfsvghm Mclkvpv Ccdwr | MCVXF | Large Blend | 38.16% | 7.52% | 14.98% | |
| Sfzfggbh Yhjd Qzs Ctcbqbjz | FXNH | Large Blend | 31.92% | 11.79% | 16.67% | |
| Zgjbfrct Kytd Gdrsrx Kklwxr | NZZZ | Real Estate | 9.39% | 1.22% | 3.72% | |
| Lsfpczsj CJR Zygtjnsldvm Ppclfz Ndcbwdg | GMHFZS | Large Blend | — | 35.75% | — | — |
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.