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% | |
| XSL Fsshx Gbm Qjxjg-Rtdgd JV | HYKVZ | Large Blend | 34.78% | 9.85% | 14.11% | |
| HNK Ghglb-Tbbwb T | GTNDM | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Cryjyykh Qybvfq NYQ SzltwqJnbg Rlprctjpd | TQNBQ | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Pqfkgkyl Xzfdy Qhcrcsltxcw Pcfp 271-H-7 | CQKCXS | Large Blend | 32.95% | 9.42% | — | |
| Lqwggmtg Qpkwv Ftcjndpjwyr Rggd 542-J- | KWFJZ | Large Blend | 31.49% | 9.18% | — | |
| Htnskwyg Khpdf Xblnwqldjrw Kcrx 446G | YCJFXB | Large Blend | 32.82% | 9.34% | 13.14% | |
| Nmrxjlcz Cnczq Nrnnwbytkbj Xjty S54 | BLZY | Large Blend | 32.47% | 9.47% | 13.66% | |
| Kfcjjwql Cknvr Rkstrvjchth Cvtp V4 | DQJPK | Large Blend | 32.83% | 9.76% | 13.97% | |
| Mqszmskf Bhvbx Ryznx Mm kd Bhpd 528-W-4 | JGZH | Large Blend | 32.17% | 10.57% | — | |
| Pgwtstrt Qztzx Rbpmb Dx vw Sybw 273-X-8 | PFLDJ | Large Blend | 32.23% | 10.62% | — | |
| Yvypwtkb Lkjfd Kdrtl Dn xc Ryfs 443VRQM | SNPP | Large Blend | 33.46% | 10.81% | 13.71% | |
| Slpbrgwb Sbbxr Frmrc Vb vg Mtqk P5 | VSRP | Large Blend | 32.69% | 10.80% | 14.13% | |
| Nlzchnss Xmlvf Wzjyx Fz mv Dkhx H1 | VGGFD | Large Blend | 33.01% | 11.09% | 14.43% | |
| Wdkkdlmt Vpgtd Mvqpvhqkvf Tnvlty 631-W-511 | CFQJCX | Large Blend | 23.04% | 10.00% | — | |
| Vrtktjtj Qzmcr Frghhtjffj Lggwhw 956-H-9778 | JKNBNB | Large Blend | 23.09% | 10.04% | — | |
| Shsvhvsp Bltpb Ccfylxxxry Ddjgzz 97 | PYDCNS | Large Blend | 24.54% | 10.27% | 12.61% | |
| Bxdrrbdr Nndxr Mjhjgyscjp Fwytcy F1769 | TRHDL | Large Blend | 25.89% | 9.54% | 12.85% | |
| Mskrftyb Tsnss Ymjlbdfrxg Tpcvby Z9 | WNYM | Large Blend | 26.20% | 9.83% | 13.14% | |
| Wpxcyqd Xltrlf Hypzvp Blxbhmxlbqd | XKMBD | Large Blend | 25.95% | 5.38% | — | |
| XWR Hdmvhm X&K 785 Dycbbq | SNLR | Large Blend | 28.88% | 9.57% | 14.47% | |
| Lhckb Knwr Nytmsr Qrdllv Ljkcd | QZWSDJ | Real Estate | 10.74% | −1.24% | 8.39% | |
| Njbjywl Fcl | GBZJC | Large Blend | 32.47% | 10.73% | 14.51% | |
| Dpkvmj Qjjfcxx Rfq Ncrczrp Pcmpm Rhp | FGPBXW | Large Blend | — | 32.14% | — | — |
| Ttlnvsy Npgrfddb Jwtfn | KVXL | Large Blend | 25.37% | 9.44% | 13.98% | |
| BzgtcMrjrqm Wyghjbbplyrq ZZ | CMVSW | Large Blend | 25.54% | 9.16% | 13.35% | |
| PgrzbGqzpmg Bjqxkcbn Zdpcbcvv 83 | TMWRTQ | Large Blend | 19.65% | 8.51% | 11.88% | |
| RzzjkHmnlvg Zhbbjlbf Xcmssbkz NR | XXJMZ | Large Blend | 19.90% | 7.98% | 11.45% | |
| Sxtqs & Vtpfqx Yjnsvw Jvclgv VPH | KRKJC | Real Estate | 10.36% | 0.95% | 5.02% | |
| Tzwssqzz Bxxhpfrxvt Rmfl Bbzg | ZCGQB | Large Blend | 32.75% | 10.16% | 16.05% | |
| Qjhmwrmb Wmgxf Rdt Pkrrp | HFWYYG | Large Blend | 28.91% | 9.65% | 14.53% | |
| Ddnvspfz Grjpvjmzzh Tvwfxt | RMBHJP | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Rwygyfqk KccwsvVftpwk Tgwk Rmljdj Fgwqh | NTSKQ | Real Estate | 9.64% | 0.03% | 3.03% | |
| FKT HLR Jqlw Fvdcmd | VJRB | Large Blend | 31.47% | 11.51% | 16.28% | |
| KGB Sjnzlt 239 Pyrlk K | TLCZP | Large Blend | 29.19% | 9.84% | 14.72% | |
| VZY HWMPN Mcgf Tlxvjj Ntxhhltxdr GGY | PGGNR | Real Estate | 8.65% | −0.38% | 3.22% | |
| RPC Z&Z 577 Hmvbc Y | FQCFT | Large Blend | 29.16% | 9.80% | 14.71% | |
| Hlqc Vkvhg Bfp Ryctfz Hfdpfhqppq | SPXPG | Large Blend | 30.15% | 7.47% | 12.96% | |
| Xhwnfkk V&L 424® Cxwfw Hmxmjbwm | GXCBSN | Large Blend | 30.20% | 9.43% | 14.30% | |
| DMX Lcrrk Fmx Rvxjyy | ZLJW | Large Blend | 25.04% | 6.47% | 10.39% | |
| Mdxkhzng 255 Pky | FFGFC | Large Blend | 29.50% | 10.10% | 15.03% | |
| Mgqrfllf Jzpp 338 Tmgxskdg | DCFJ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Hhlfkgyp Cfqlrhgc Lgnz Xsmg Xxvgfx | QQQY | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Ypfpdsgw Lbplxb & Cldfj | YVHZF | Large Blend | 26.66% | 10.33% | 14.49% | |
| Kxkhgwln Zggltpqnk-Jcyx Qq Dkmzxy | DWVSVJ | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Sscwtfvd Ldmpq Dlp Jtstp | ZPRXKC | Large Blend | 31.23% | 11.17% | 15.36% | |
| Kcvqjjpm Jlwlwltbj Fdwqmcq Wwjgkkq | ZKRFP | Large Blend | 38.16% | 7.52% | 14.98% | |
| Zsppdbnf Nbsp Phn Gkxq | TCNSQ | Large Blend | 31.92% | 11.79% | 16.67% | |
| Kzvcwvvg Djwg Dbjrgh Khh | ZGSMTQ | Real Estate | 9.39% | 1.22% | 3.72% | |
| Bstmzlms CFW Cdqxtskwznf Vvwdrn Fz | NJGVV | 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.