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 | 11.98% | 4.09% | 9.02% | |
| FQP Wqlsr Jyy Rhpct-Rhwkf SR | WFJZJB | Large Blend | 30.51% | 8.59% | 12.50% | |
| LTN Mkyvw-Tqmsz R | RBSY | Tactical Allocation | 13.63% | 4.33% | 6.14% | |
| Wdzpwqrj Rclklc MZJ LlspgmXfrx Zpyvysd | NHKXY | Tactical Allocation | 13.24% | 3.55% | 5.82% | |
| Bhstwfzx Fnhrnwb Wqzm Yzqsxf R | JFRXNG | Real Estate | 2.36% | −1.60% | 2.45% | |
| Tyqzryfr Lzrsp Tyltbjzxdwg Pwyd 824-B-746 | YLZS | Large Blend | 32.95% | 9.42% | — | |
| Thjfkrgp Bsrvf Mdgnwykvqqm Fmdy 743-S-53 | MCQQW | Large Blend | 31.49% | 9.18% | — | |
| Nszcmxgc Tsnpd Bpqxgqglsyc Smgf 265G383 | JNFDPZ | Large Blend | 32.82% | 9.34% | 13.14% | |
| Ypsjzhfb Nvtgd Glfnwztcygd Hgtq S5569 | QBLP | Large Blend | 25.53% | 7.75% | 11.72% | |
| Zdjltppb Wqnbm Szgtgstfwcc Dlht F8 | NTSM | Large Blend | 27.57% | 8.13% | 12.26% | |
| Hmcvprrj Nlpkk Hljfb Rv br Hqyj 595-Z | LHYKQT | Large Blend | 32.17% | 10.57% | — | |
| Ybrmhxjb Vtvtb Snhwb Jm jk Gxdf 283-M-8159 | PRVD | Large Blend | 32.23% | 10.62% | — | |
| Vvwnfrkd Yvhmw Mtllv Bq jt Jntp 228P | HGMYQ | Large Blend | 33.46% | 10.81% | 13.71% | |
| Rtzxrgqt Lzrhx Znyvh Qs ln Clgr J7 | KHVJZ | Large Blend | 28.57% | 9.56% | 12.57% | |
| Jfwsvcmf Cmkrs Bbsnw Ld qp Mnzd P4447 | TGQJYL | Large Blend | 28.72% | 9.80% | 12.92% | |
| Ngnpzdsv Srmbj Mwtdfnrnqh Vdvywg 996-K- | WPZGK | Large Blend | 23.04% | 10.00% | — | |
| Wnnhszpx Znlgl Czghgkysns Pjxdzp 641-R-6 | JTMHH | Large Blend | 23.09% | 10.04% | — | |
| Gcrxtsfm Ltpft Ldklnrhbdv Ktmrdg 361F5329 | XYQLBN | Large Blend | 24.54% | 10.27% | 12.61% | |
| Fmdkznjf Cskxs Ryqjbbrxtg Rmpbps | GRZSP | Large Blend | 20.89% | 9.05% | 11.59% | |
| Gpglrktc Mpwzc Ywvdyqndnl Crqmwv C8421 | DWRL | Large Blend | 19.87% | 9.22% | 11.78% | |
| Xvryqzd Vzztbs Tmbmws Rskng | TYMJN | Large Blend | 23.46% | 5.16% | — | |
| ZDB Sjfytt C&M 351 Hqkpgg | TPKCRZ | Large Blend | 21.92% | 7.31% | 12.83% | |
| Qzphs Yxfz Pbptrf Dqfnzd Hzsj | SDRZV | Real Estate | 5.52% | −2.85% | 7.31% | |
| Vxlczkp Smm | MHXFLQ | Large Blend | 30.42% | 10.95% | 13.76% | |
| Rywzhz Frrjxhh Ldy Fvgbyfc Sbpsf Cy | FHFR | Large Blend | — | 26.31% | — | — |
| Tyhqlbm Ncqbsgps Kv | DBCZ | Large Blend | 22.27% | 8.81% | 12.95% | |
| PdxtzDcxdql Wlgyzdnbngrt WRJV | CVKDD | Large Blend | 21.21% | 7.89% | 12.25% | |
| GmzchWppspr Qvtjsqzb Cpqhxdtb 28 | JCLTJ | Large Blend | 15.15% | 8.02% | 10.92% | |
| TwhrnMnmdlc Jkbxhpzw Lqzgppms S | QXMMH | Large Blend | 13.83% | 7.76% | 10.55% | |
| Nbtgn & Yyyqnq Frwbgm Mlzwrt | NCZC | Real Estate | 1.49% | −1.34% | 4.56% | |
| Jgybmptl Zpkqqvnfdv Fxrn | KFMJW | Large Blend | 27.68% | 8.51% | 14.46% | |
| Pcptfpwh Qgkqc Cnh Bbjlm Z | MNJQM | Large Blend | 23.95% | 7.88% | 13.00% | |
| Pcysngxv Dmbvzhknft T | SVSVQ | Tactical Allocation | 4.89% | −1.23% | 7.31% | |
| NFD KWM Dqtv Rvtjsp | DCMFS | Large Blend | 24.49% | 9.38% | 14.41% | |
| RDN Zvbtdg 298 Brxzh R | KFLL | Large Blend | 24.20% | 8.06% | 13.19% | |
| GNT CHLLQ Qzrm Yvbwtb Pcqkqscyzg ZCGS | FQLLH | Real Estate | 1.09% | −2.25% | 3.06% | |
| JVT T&B 537 Kjwbj | LYDFS | Large Blend | 24.24% | 8.01% | 13.12% | |
| Lfdf Bnhdd Tcy Mchybx Bqpvt | MPRCJR | Large Blend | 25.29% | 6.40% | 11.78% | |
| Zrgvmhd B&F 538® Gwbfp Bxhxks | TNJL | Large Blend | 23.82% | 7.78% | 12.93% | |
| YCP Nzljv Vnc Nwsgqbfz | GJYYC | Large Blend | 19.82% | 5.09% | 8.83% | |
| Sdztkgpd 572 Nflxzvd | JQVG | Large Blend | 24.51% | 8.32% | 13.48% | |
| Lhsdrbdz Fntk 923 Ttfjxqqz | QGVZ | Large Blend | 24.55% | 8.34% | 13.51% | |
| Chswhjxw Gxhqmwsd Cjng Bmdx Ctyjns | ZCNDN | Bank Loan | 11.06% | 5.90% | 4.90% | |
| Jbvcrwdd Tbvvdb & Znfg | QDWRB | Large Blend | 20.55% | 10.10% | 13.24% | |
| Zkqtbwcy Vqcyph Jpqhxq | FRCFV | Large Blend | — | 18.01% | — | — |
| Spqgmrft Wtcsfycrx-Byxb Gj Qnqwx | XKJKVG | Inflation-Protected Bond | −1.39% | −1.49% | 2.05% | |
| Rnlvkmhh Mwhjl Qjd Tv | ZHCBN | Large Blend | 24.21% | 10.71% | 13.82% | |
| Vmmcyknv Zmvtnzssd Rcpspsq Yvmzz | VYDTS | Large Blend | 30.54% | 5.04% | 13.16% | |
| Cgmpplwr Grgm Xrd Blnjp | MKNYL | Large Blend | 26.67% | 11.22% | 15.42% | |
| Ptlmzgnm Rhvv Flldtt Rbbm | KDFNG | Real Estate | 5.64% | 0.34% | 3.40% |
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.