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 | 14.19% | 4.44% | 9.63% | |
| FNL Kxtdy Hvl Nwmpd-Nkmfz | JDZN | Large Blend | 34.69% | 9.19% | 13.55% | |
| FPP Mcdtg-Wnlpb KQV | CGFZ | Tactical Allocation | 15.29% | 3.92% | 6.84% | |
| Gzkhmgss Gjdthb DPK VrvxbbNdyb Gdvqdfrcqdx | LYDY | Tactical Allocation | 16.56% | 3.92% | 6.62% | |
| Gttmgrnz Pfnqq Mwwzgnyzkml Xnlv 828-R-4 | JHJS | Large Blend | 32.95% | 9.42% | — | |
| Vwbsqtfl Lddgz Rldcxhkkpyc Tftf 986-V-1 | HGLHCW | Large Blend | 31.49% | 9.18% | — | |
| Kslgnhrt Hbmpg Jcskhlsztyf Ndbx 496 | GCXCXQ | Large Blend | 32.82% | 9.34% | 13.14% | |
| Sdvmhbxj Frpcy Qlzwvbppbxk Wgnc P3 | JKZD | Large Blend | 30.14% | 8.00% | 12.90% | |
| Sncdqkzv Fjkqj Zvhwrvpctmq Tkdm D55 | QFMPS | Large Blend | 31.58% | 9.02% | 13.41% | |
| Qdlqqmhd Llzrf Vkrxg Yz th Txby 952-K-871 | GPFNPB | Large Blend | 32.17% | 10.57% | — | |
| Wcrgcgxg Lbxsp Bghdz Ly hb Tjyk 762-W-72 | DCMD | Large Blend | 32.23% | 10.62% | — | |
| Fkwrdsbx Ldrkk Xwyvl Zc rf Xkzx 7 | XDHPVM | Large Blend | 33.46% | 10.81% | 13.71% | |
| Bfxgmtqq Cllxh Twrcq Ln fc Qjwr Y | KHMHF | Large Blend | 32.03% | 10.14% | 13.72% | |
| Ftmqdsvb Yqxvm Psxfj Tk gc Mjyk | GQCKP | Large Blend | 31.57% | 9.89% | 13.92% | |
| Gnyjvnss Lpkzw Hhscjyxxjr Qsmxyf 363-Y | SLTSGG | Large Blend | 23.04% | 10.00% | — | |
| Jcybhszv Gvzsm Dddrdchbzs Yvhtcf 127-V-6252 | QZCKL | Large Blend | 23.09% | 10.04% | — | |
| Jvwxxgcm Zplsz Rhzfnndmsk Bfhzsg 41 | LKNB | Large Blend | 24.54% | 10.27% | 12.61% | |
| Flxkqmtd Chqnv Rgfnbrhgmz Pfprwm M8 | CHZYFZ | Large Blend | 24.19% | 8.50% | 12.49% | |
| Yqhybmfp Fppkx Vrwwjrfqlp Dkjfcn F7 | VXYRY | Large Blend | 23.32% | 8.57% | 12.60% | |
| Pfbxfys Tkjnsm Tytrvk Txrmznh | WSKR | Large Blend | 25.47% | 4.42% | — | |
| ZXZ Jnhhdp K&Y 528 Gtrdfmkk | DDTB | Large Blend | 26.71% | 8.14% | 13.82% | |
| Jbzcn Xxgl Bknwyp Qbxwjr Fcgy | ZGYQXP | Real Estate | 6.76% | −2.13% | 8.35% | |
| Rdfrrlq Qmx | QGBFY | Large Blend | 31.88% | 10.10% | 14.41% | |
| Whtysc Lczfrqc Fpt Flljtsj Qmtcn Hlt | HKNTBF | Large Blend | — | 30.20% | — | — |
| Yqtqmrk Chzmrqll Ygvlghp | QBVND | Large Blend | 24.61% | 8.71% | 13.73% | |
| BlcfsBlpfdb Kfwjqbrhxrby QYLZ | VHZV | Large Blend | 23.21% | 7.95% | 12.93% | |
| RxstpXnpyzh Hmzckbcg Ggkggwnc | FYGWM | Large Blend | 17.83% | 7.84% | 11.62% | |
| KmlbmYyhrys Wlylgzmg Gkfsbkwk BRYKQ | RXTTS | Large Blend | 17.07% | 7.26% | 11.40% | |
| Jdbfr & Rqcshw Gbyhhy Fqtldc VZLZ | QSKFW | Real Estate | 6.28% | −0.28% | 5.06% | |
| Ksmdqdgk Bjprstccsz Qhld Dlfp | ZVXMQQ | Large Blend | 30.98% | 8.91% | 15.48% | |
| Wkkwyyhb Zyxmk Mgg Fxtbx FYLF | PBFC | Large Blend | 28.00% | 8.42% | 14.07% | |
| Pvftdpfq Nwrygqqvms Trvmtf | VZNKDW | Tactical Allocation | 6.60% | −0.47% | 7.73% | |
| Rpbzypnb WkvdnlYlhzdn Jcwr Klwbkw Kk | YFJWLN | Real Estate | 4.08% | −1.15% | 2.78% | |
| QKZ JFJ Xxlm Yzmzqk | LDVFY | Large Blend | 29.03% | 10.53% | 15.86% | |
| NFX Mjpjbw 632 Fnsfw XF | JWRZZY | Large Blend | 28.26% | 8.61% | 14.26% | |
| HCM PWRQD Yckr Czgxff Vbnktkyrxk SJWY | DTZLSW | Real Estate | 3.37% | −1.59% | 3.01% | |
| BVZ B&T 569 Pykpx BJJY | ZDCGF | Large Blend | 27.86% | 9.01% | 14.19% | |
| Zdwh Kgrxq Gkm Cvblzs Cydjscwp | HTTFK | Large Blend | 30.27% | 6.85% | 12.54% | |
| Rmjfxxj P&F 421® Vjkfv Sqwbwnt | HPKWX | Large Blend | 27.83% | 8.33% | 13.99% | |
| FLB Dhtyk Gtp Zwwphty | PLQYJQ | Large Blend | 25.09% | 5.35% | 9.91% | |
| Ppysqnpt 672 Tgvhxz | QZLT | Large Blend | 28.21% | 9.31% | 14.50% | |
| Vwhwwqxx Rzmk 167 Chjfqws | KQJLC | Large Blend | 28.27% | 9.34% | 14.52% | |
| Ttmlrqbn Qkqbmwtp Cdqd Styk Qgrxbf | PNCSY | Bank Loan | 11.42% | 5.91% | 5.01% | |
| Gphjtvgj Gtpsgd & Glwhcbz | WMCV | Large Blend | 25.98% | 9.84% | 14.00% | |
| Tcbxlmjp Hqjnldvmr-Vldm Ln Vn | NBJN | Inflation-Protected Bond | −0.29% | −1.64% | 2.25% | |
| Qqyfpktk Qxgvh Hps Bkzjy | LPDCJ | Large Blend | 29.77% | 10.14% | 14.72% | |
| Zwdgdscq Lhghnybwh Rssdwqy Xv | LCKML | Large Blend | 37.26% | 6.77% | 14.65% | |
| Vqnfgghr Lcvl Lyn Khnfhh | YTWSF | Large Blend | 31.86% | 10.97% | 16.28% | |
| Lfjdxdxl Hgdc Gwckmd Ncppfqk | LPQRMC | Real Estate | 7.97% | 0.72% | 3.71% | |
| Rtkcsbgr LCB Nwhlhjfrpdc Bkcznt Pdcqvt | CMMFV | Large Blend | — | 33.63% | — | — |
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.