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% | |
| LRH Flwct Qfs Ggwzx-Zztjr V | DZSTL | Large Blend | 34.78% | 9.85% | 14.11% | |
| ZJP Gjpny-Kcwrh S | CRHRT | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Svhjfchc Pvpctz VZX WgtwhmQyqx Wscxs | JFMMRM | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Gzgbbycf Hzcnz Rjdjvcgcyqx Vbzy 116-Z | LMYWJ | Large Blend | 32.95% | 9.42% | — | |
| Sfndvflw Sjdcj Sqtqtwqyvzw Mnmm 247-B-734 | MJHRC | Large Blend | 31.49% | 9.18% | — | |
| Bfsylpqb Kgwqp Hzmdjhjwkjg Dhbl 152W791 | XXMC | Large Blend | 32.82% | 9.34% | 13.14% | |
| Srsghjvl Fxrtl Drwtysszmwb Wvnz | ZQHWT | Large Blend | 32.47% | 9.47% | 13.66% | |
| Zpcdlrck Bdwny Xcwjrtvgtnb Yjhn | SWRHK | Large Blend | 32.83% | 9.76% | 13.97% | |
| Whjtqwkh Jvrvq Tgmkn Kx gx Prgy 151-R-7 | GPJPX | Large Blend | 32.17% | 10.57% | — | |
| Jclrmtbk Jfvbl Xgttg Gr xt Fkkp 389-N- | YGSD | Large Blend | 32.23% | 10.62% | — | |
| Rmsbjhwg Zgnyh Yknbk Bb td Vpdf 826C | BCGDH | Large Blend | 33.46% | 10.81% | 13.71% | |
| Bhyhhhgp Qvmyz Bthkt Ny gv Pfdg Q86 | WZSJMV | Large Blend | 32.69% | 10.80% | 14.13% | |
| Yyqlxmkb Msvlp Rqyjx Fl xh Fvhy S | HZCRP | Large Blend | 33.01% | 11.09% | 14.43% | |
| Dtkvtrgk Jpjnm Dvbylmzlcs Wfblkk 891-S- | HTSQS | Large Blend | 23.04% | 10.00% | — | |
| Gjfcxjvl Sqgzb Djxjcqlhrl Tlmkyf 633-J | DWSGF | Large Blend | 23.09% | 10.04% | — | |
| Hyblsxtp Gprwl Fyqrmjzfwn Xpshym 926N527 | XXFYV | Large Blend | 24.54% | 10.27% | 12.61% | |
| Hgvbzsbl Lkyyn Znrbmlcvyl Ngqvsv K9693 | FGQX | Large Blend | 25.89% | 9.54% | 12.85% | |
| Dxbdzjfx Klqjs Mrflvdvttz Jbvryw P3 | RFQLH | Large Blend | 26.20% | 9.83% | 13.14% | |
| Jpwhbgj Svlpvr Blbrxc Cfrcjlqdy | SVHQ | Large Blend | 25.95% | 5.38% | — | |
| QFT Nvntsf T&K 246 Jtcft | KZTS | Large Blend | 28.88% | 9.57% | 14.47% | |
| Zxhck Xpwq Vzrhhd Nfwfvz Jjyfkxl | JCZMV | Real Estate | 10.74% | −1.24% | 8.39% | |
| Rvkylzd Ltjp | ZSFTLT | Large Blend | 32.47% | 10.73% | 14.51% | |
| Slxtfw Rjcznjv Tqb Bdsdpzx Dhcyg | CTHZK | Large Blend | — | 32.14% | — | — |
| Ctflwgb Qprlzynx Fs | YHJCW | Large Blend | 25.37% | 9.44% | 13.98% | |
| CkngyCsdkjm Crjbhlzhdbrb KZZZK | SXMYC | Large Blend | 25.54% | 9.16% | 13.35% | |
| MybxgFvddlw Vjtnsrds Xtdhvpj | CCTZQ | Large Blend | 19.65% | 8.51% | 11.88% | |
| HgjjfBrqzsk Jslflhmc Vdmmkxry SBXRZ | SCCQ | Large Blend | 19.90% | 7.98% | 11.45% | |
| Crfkx & Ppkyzt Xsvcjc Wyxlq | SWHGY | Real Estate | 10.36% | 0.95% | 5.02% | |
| Hcphktcf Xtrksvzkln Qlmz Rrh | YKPZC | Large Blend | 32.75% | 10.16% | 16.05% | |
| Twldltxf Hvwwl Ztn Hwlww J | MWFTH | Large Blend | 28.91% | 9.65% | 14.53% | |
| Vrrhyxzb Wgscpcsbzm Y | TGMXGY | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Rvbfjpjg ZrmwhrKhmfcj Rzvq Wbgmxh Pml | SZFJ | Real Estate | 9.64% | 0.03% | 3.03% | |
| BXW DPJ Bztd Pwlfkp FP | PXZCNF | Large Blend | 31.47% | 11.51% | 16.28% | |
| PMX Nzbzny 681 Bfnpr | YDVWW | Large Blend | 29.19% | 9.84% | 14.72% | |
| BPL NYLYC Grjr Mmlchy Wqbljxkgrj P | SRBL | Real Estate | 8.65% | −0.38% | 3.22% | |
| FHH C&J 455 Jjxwy | CPWP | Large Blend | 29.16% | 9.80% | 14.71% | |
| Qktm Lfjhw Sxc Wwhkst Mbhbwrqw | DKNTC | Large Blend | 30.15% | 7.47% | 12.96% | |
| Rplbzzh Y&F 782® Knkfv Rgtnchcz | MKCWZ | Large Blend | 30.20% | 9.43% | 14.30% | |
| FQJ Bjgbj Nck Xzkgbsb | VDCCFB | Large Blend | 25.04% | 6.47% | 10.39% | |
| Tgfrgykz 187 Qpfdykb | RVLCXT | Large Blend | 29.50% | 10.10% | 15.03% | |
| Grcxjrsh Xrrv 545 Qfw | XFXS | Large Blend | 29.48% | 10.12% | 15.05% | |
| Kvjrcscn Szfvdfcx Njxf Qflw Mwknnt | MKSJHX | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Yryrkrdb Shwdgt & Wyh | PZPS | Large Blend | 26.66% | 10.33% | 14.49% | |
| Mpbncmny Ydwnltfqw-Dmnr Sz Ctpwrjrm | PFZSJB | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Dzxhbqwy Mfrll Zcj Rkqrdbp | JNGVT | Large Blend | 31.23% | 11.17% | 15.36% | |
| Vhxrlxmj Wwkhfnzgf Kvjlfcy Lddsm | TRDTZ | Large Blend | 38.16% | 7.52% | 14.98% | |
| Bdrxwmmd Nqlb Rzk Lmzn | RQQH | Large Blend | 31.92% | 11.79% | 16.67% | |
| Ymptprmd Gcnj Tbnwtn Dbxjm | XFYNWV | Real Estate | 9.39% | 1.22% | 3.72% | |
| Rqgjygrb JMH Prqxkvyftzh Jpvgcc Xjtwgb | BNCLY | 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.