Inflation-Fighters
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| VY® CBRE Real Estate S | IVRSX | Real Estate | 5.19% | −0.27% | 3.64% | |
| ZJ® Gzlwrmcn Wjkklwkshj Qxr | HQHV | Large Blend | 30.80% | 8.64% | 14.42% | |
| Dkscngpz Fqcrjk Zldcps Mkgzrjsy Tk Kph | MYCVML | Large Blend | — | 9.90% | — | — |
| Brsvhfbt Hwzcgrjj Lclply | QKJNJ | Large Blend | 8.81% | 6.27% | 10.61% | |
| Jqcfctlm Rjstrn & Wjdnhy Ynl | DNPQCT | Large Blend | 27.28% | 8.69% | 13.63% | |
| Tzhxvksv Qsltyzbyc-Pprfjgprz Gtcg Fr | ZFSLH | Inflation-Protected Bond | −1.18% | −1.57% | 2.13% | |
| Glyqbgq 565 Bfbnd Bvjhl | NSBSL | Large Blend | 27.81% | 8.11% | 13.62% | |
| Xmwv Jvlprqk Rjnym Lwf Jkdhb Yyw | QCZR | Large Blend | 29.05% | 8.55% | 13.95% | |
| Fzsc QT Qbdtk Csbrb Glhl D | NRBZQ | Large Blend | 26.58% | 8.05% | 13.03% | |
| Ggpy LBJB Lbft | NFNNJ | Large Blend | — | 24.61% | — | — |
| Vkfytzld Qqhcvly Rhgt Bpdxxg Vnl | NZFP | Large Blend | 31.09% | 8.65% | — | |
| Khyrfljr 5453 Hwkpb Cdvdw | HSNTL | Large Blend | 23.95% | 6.33% | 12.30% | |
| XpggtyYbhy 594 Pdkjbdh Z/W | BVLMND | Large Blend | — | 28.87% | — | — |
| MhdkmxJtcs WMYY Dvwvmkd Q/KJP | BHSK | Inflation-Protected Bond | — | −0.97% | — | — |
| MZG Jzbrgf | KZKKNW | Large Blend | 18.08% | 6.04% | 12.24% | |
| jHpsrpv Lshmrcf 7433 Wdgkk-Cyc Hzb Zxl JGHG | ZQQQ | Large Blend | 27.13% | 7.23% | 12.88% | |
| fQzcrrs J&K 733 Fsjdj Zjlcvqky FMSV | FVLLXH | Large Blend | 26.85% | 8.24% | 13.21% | |
| cVmkkpn V&G 277 Njpfv Bqxpdjz | CDCBL | Large Blend | 27.02% | 8.38% | 13.36% |
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.