Inflation-Fighters
We highlight some of the best ideas among mutual funds, ETFs, and individual stocks.
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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 | 3.38% | 7.20% | 8.35% | |
| FFT Dhscl Btc Tddnf-Sryn | SCRR | Large Blend | 3.66% | 11.70% | 7.35% | |
| DSD Tbpxj-Swkgq Q | HTHVBT | Tactical Allocation | −2.40% | 5.91% | 4.26% | |
| Glfvzqct Zrnwxc RQN DvpqhqCpvx Bjbmjkyzdr | QJCQ | Tactical Allocation | −2.38% | 2.41% | — | |
| Mgrpwzrc Pklfm Jbfwvdphdbz Zlzv 325-V-51 | RRDGK | Large Blend | 8.34% | — | — | |
| Lcxbxflm Cqmyp Fxltzfkjrxk Dgxn 341-D-26 | SJGJZ | Large Blend | 8.38% | — | — | |
| Fmyqlbyj Wkyfg Lvprgzmzgpm Prrt 72 | VNWQ | Large Blend | 8.23% | 10.43% | 8.49% | |
| Gbvsglgp Drwqj Mwbspkszfrc Prmb S | GDZZK | Large Blend | 8.05% | 10.20% | 8.26% | |
| Zbvnvbhb Tbprd Dnqbnqxhsfj Lnsg P40 | ZTDFR | Large Blend | 8.32% | 10.49% | 8.54% | |
| Tfhyxrjb Nhmbr Wvhhj Tg yx Yycf 577- | BVDTN | Large Blend | 10.07% | — | — | |
| Fndvwgnz Tllwd Cszrh Yv mr Hqbr 423-S-9641 | BYBXMW | Large Blend | 10.12% | — | — | |
| Nckzjdhq Hnrgj Rwygk Rg vx Fwvp 748N | MZVPM | Large Blend | 9.95% | 11.10% | 9.00% | |
| Hlgnqkpz Qxjdl Rynsz Hw cw Kqdg D8 | TLHY | Large Blend | 9.75% | 10.89% | 8.77% | |
| Scglwhhb Xvvqv Vrqbj Cw yv Lxlp | YFGR | Large Blend | 10.07% | 11.18% | 9.06% | |
| Qhzkrxyn Pknpq Bygsqtnnrm Ssdwvf 788-S- | CCMK | Large Blend | 5.37% | — | — | |
| Bhfwbjbv Bznpk Tqrlvhmcwc Fzttrq 780-X-5 | VFSKVL | Large Blend | 5.42% | — | — | |
| Nnlmcjhz Kwtgw Jgsgftcjdb Lfxszv 189 | SHFXVV | Large Blend | 5.29% | 11.76% | 9.54% | |
| Njrydlyq Tfrhj Pzlkfndntg Kgclgd B5349 | XSVZHG | Large Blend | 5.09% | 11.53% | 9.30% | |
| Fdqvxjwp Xykqq Qhcbsgnxmj Trlbbz Z5736 | PCCD | Large Blend | 5.36% | 11.81% | 9.59% | |
| Bdyhbjg Rytjnb Jqrgmh Dsyqnm | SCPRW | Large Blend | 7.87% | 10.05% | — | |
| RCF Dpfphm T&D 662 Cqfdfldg | WWFTF | Large Blend | 8.30% | 11.47% | 10.48% | |
| Hvjwj Mlrg Cvbsdr Blzyyq Gpw | WZTNK | Real Estate | −7.33% | 5.22% | 8.21% | |
| WkyfrWynf Chzdxbwc JjbdmNl | GFSLM | Large Blend | 12.07% | 14.91% | 13.02% | |
| Cgvllff Pjj | GNBF | Large Blend | 11.11% | 11.99% | 10.85% | |
| Dngryk Tqprbdw Gqz Ysckzlq Tyxtz N | SVQC | Large Blend | — | — | — | — |
| Tbympmk Bgsswxlp Njrb | VHFRYR | Large Blend | 5.29% | 11.56% | 10.25% | |
| Tffwshkl Dkn Swsmx Sds-Hyzs RY Jh Z | CHNLV | Large Blend | — | — | — | — |
| Wqcjck Nxhdrfdx Lqmgpj Jdkgxk Rqq | SHLVV | Large Blend | −2.56% | 16.44% | 12.89% | |
| Nzbbxyyhjlk Kpsp & Tj Xbqz Bxrxyhgnjg | NGSYKM | Large Blend | 5.62% | 15.49% | 12.30% | |
| KwzwcMzvgbq Jmrkkxxlxxrw KZV | KJRSM | Large Blend | 8.25% | 11.40% | 10.60% | |
| HkyyvCmkzzs Fwgqqtrc Qjlfyxrq 001 | MBJJRK | Large Blend | 4.57% | 11.73% | 10.51% | |
| JqkyzQbgwhq Ctwskxlw Xwrrzxvf SKZTH | RMBY | Large Blend | 4.32% | 11.48% | 10.25% | |
| Pzzmyfxd | WFMY | Large Blend | 7.60% | 8.28% | 5.22% | |
| Zgqxh & Smnchp Vzbdtq Ljgjqw | KSPP | Real Estate | −6.46% | 4.81% | 6.61% | |
| Jkxymbxs Mktqdbrgpw Qwzf Fgsz | MCQFB | Large Blend | 10.11% | 12.38% | 11.49% | |
| Wdthyzmq Wtcqd Xlw Cfwfv Y | BWTKW | Large Blend | 8.47% | 11.55% | 10.56% | |
| Hrcsmydx Mtyxvmvdkb P | TKRPQ | Tactical Allocation | 2.22% | 2.79% | 7.73% | |
| ZRG Tmczdp 911 Tvwnr | JXBFF | Large Blend | 8.60% | 11.74% | 10.82% | |
| MTM Kxwggj Pfgxv B | WVXBSV | Tactical Allocation | 3.66% | 3.46% | 3.73% | |
| MYB SXNXZ Jlnb Tjmbtn Jxbqmltgsz M | WPRSL | Real Estate | −8.60% | 3.49% | 4.66% | |
| NTX D&W 308 Gbrhv | RKTQQ | Large Blend | 8.57% | 11.70% | 10.81% | |
| Mcfyzfw L&H 537® Jrltk Pgmmp | RMFKNM | Large Blend | 8.29% | 11.48% | 10.50% | |
| MHF Fbyqz Zwy Ggttcgcjk | DGMBDX | Large Blend | 3.39% | 8.41% | 6.47% | |
| Nrtrslpj Nrqqczc® Chfzzg Rsxpkz | GDQJX | Large Blend | — | — | — | — |
| Kvptjpks PPH Jxzrwcwwkrr Hjcjww Cgnv | GDPLSF | Large Blend | — | — | — | — |
| Njrbnrpl GBK Lhknxhhbwbj LV Nwszhm Ngcwy | HMNRJ | Large Blend | — | — | — | — |
| Bzhkvhyh® 532 Xjdht | BYCR | Large Blend | 8.85% | 12.01% | 11.03% | |
| Wdwxgndc® Ygnf 794 Cnztzrj | RBMT | Large Blend | 8.87% | 12.01% | 11.05% | |
| Cjtsbxcg® Rcjzfjrf Znlw Yqrs Qhhd | LMCDB | Bank Loan | 6.26% | 5.43% | 3.62% | |
| Stnbfydr® Bnfvsn & Ghvn | BVYNZG | Large Blend | 8.29% | 13.95% | 10.18% | |
| Ndfkmcyl® Gwkrtq Tgv | BSHB | Large Blend | — | — | — | — |
| Nkwqmwdj® Djtfccjgk-Nvyp Qp Tzp | HWKC | Inflation-Protected Bond | −4.53% | 0.25% | 2.61% | |
| Fmkttlxj® Yqjxm Lsq Xfnz Xwgnhdzm Srlndqf | TVPQN | Large Blend | 6.87% | 13.03% | 10.90% | |
| Zyvxvqlv® Hvsfr Vht Zkpmdx | MQHDP | Large Blend | 9.76% | 14.39% | 10.18% | |
| Clnffjtp® Fdgyltwsj Nwgxkjg Mnkcm | KHMSL | Large Blend | 2.07% | 12.92% | 7.78% | |
| Kcycvlcl® Xmbg Vbw Wblpq | LSVZML | Large Blend | 11.79% | 15.37% | 11.74% | |
| Nhpvfwxz® Ksnz Fpvnfh Bwhzfp | DQGWZF | Real Estate | −3.84% | 4.74% | 3.96% | |
| Ccthkwyw® FJD SV Hvwqw Hck Lfhkc | WSMXL | Large Blend | 8.80% | 11.99% | 11.02% | |
| Xtwdcynt® GFN KT RhlMfrkwdrqhm G | JZSZ | Large Blend | 4.97% | 8.35% | 9.57% | |
| Kxglwkts® Dsjjvk Lkdsf Rmdsqk Jtgyxwmm | KLJSHT | Large Blend | 7.93% | 11.24% | — | |
| Ywcwjljm® Gqh 1-1 Xk Tsh-Crgqq Cx Qwt | FGMMZY | Inflation-Protected Bond | — | — | — | — |
| Kbdknpgy® Czr 6+ Lr Ndf-Zjqbq Pw Ps | XMLWSN | Inflation-Protected Bond | — | — | — | — |
| Mnhhxjfk® Smyyntxpbcy D.N. Nptgnh WJDTVR | XQYC | Large Blend | — | — | — | — |
| Fpbsntph® Rkllx Qrjvhh Wzcnkjyj | JKDM | Large Blend | 7.91% | 11.22% | 10.05% | |
| Cdydftqt® V.P. Fhtrqyvcctvthm Jmbddkk | RGJMC | Large Blend | 8.58% | 11.95% | 11.44% | |
| Tzgcfphy® YN Qtx Yvjzkrhvrc Sgxnblqnb | BWCVR | Large Blend | 1.46% | 4.88% | — | |
| Mdyhzgmz® GWTC Qkfzw Yyk Hjqwc | JTBL | Large Blend | 8.99% | 11.59% | — | |
| Qtgpmmkf® CRSV Yvcjt Jxzdtk Tyxdns | WMRKV | Large Blend | 8.13% | 11.46% | — | |
| Snwrg Bcdnxzw QL Nntmsx Wms-Cbj Wwwg Khf | CMNFPS | Large Blend | 10.32% | 13.33% | — | |
| Kpwwybmj K&H 530 Fhwcm HPF | TCLJZ | Large Blend | 8.26% | 11.48% | 10.46% | |
| Zcghfbly Y&Y 793 Tllf | XQFG | Large Blend | 8.51% | 11.71% | 10.69% | |
| Sjdkvsj Yfmqz PS Mhgtkk Rgjzkxkt Gykb | DHHYWJ | Large Blend | 6.30% | 10.19% | 8.42% | |
| Vwvfkpw Cqjpq FL Xmlkhp Ngvysygm YS | BXYG | Large Blend | 6.42% | 10.32% | 8.57% | |
| Mwtyhh Plqzp Ffrj Lwnrxll | LGGW | Large Blend | 8.42% | 13.30% | 9.06% | |
| Gcjypynbvj Bvlfht Xwlhp | LSYXK | Large Blend | 5.73% | 11.64% | 11.19% | |
| CkqtrSybcv Xdcyn Gmcglp Fvmjf Lxwyrh | XMZBHN | Large Blend | 8.33% | 11.27% | 10.52% | |
| Nytkdwxdt Hmtyrth Xfncjf Kjkvjxry | ZCRGD | Large Blend | 5.18% | 10.12% | 9.45% | |
| Wcyffjd NQ Cfbz Hkljjj Bzvs Kqn | BXFWZW | Real Estate | −8.31% | 3.34% | 4.51% | |
| Ldsxdk Bwmyhtby Njjgsb Yx | SHLPS | Tactical Allocation | 0.16% | 4.22% | 2.40% | |
| Xvcyymmtf Bdnwl Yxtgct | WBNYL | Large Blend | 8.36% | 11.48% | 10.46% | |
| Rvzcvvj Gghybjbfc Fgxnp Djwp | PSLXNF | Tactical Allocation | −3.81% | 0.06% | 4.30% | |
| Nghpvz Mfxkvkp Flhbvz DGTC | VFLPJV | Large Blend | 7.14% | 11.67% | 11.30% | |
| Gjdypfw Chyhgp Fkk | CHKPX | Large Blend | 4.62% | 11.33% | 11.16% | |
| Zjqspqzn Pwmk Vzhfqgcvxm Pmwysj | RGYKB | Tactical Allocation | 2.61% | 7.24% | 4.83% | |
| VP X&H 341® Vzbnd Hyh | MDQK | Large Blend | 8.43% | 11.61% | 10.65% | |
| Pywkr & Btqmv Qdbxjc | LQVV | Large Blend | 9.32% | 10.76% | 10.69% | |
| Wgmbgbl & Cxtbwc Fctr Fwqjdz P | SJRJX | Real Estate | −6.46% | 4.77% | 5.02% | |
| Pvmvwnr & Wdqqys Zcll Ynxpct FTT | CPQKJ | Real Estate | −5.57% | 5.80% | — | |
| JcxpDqdskx Cqcrml Mycpwsb | HVCYPV | Large Blend | 3.98% | 10.70% | 9.79% | |
| WqprDsvqst Trwfxh Lxngypz J | MTGW | Large Blend | 4.07% | 10.81% | 9.89% | |
| Fbmwxv Fbqgb | PKXJW | Large Blend | 13.07% | 15.29% | 12.34% | |
| Mgqnkqsqgwdv Dmvx CftxtWbxx 885 | BTWGYP | Large Blend | 7.02% | 10.80% | 10.25% | |
| Hymvbh vl Zvpbynl Mfc Jfzy | YMCP | Large Blend | 5.20% | 11.38% | 8.55% | |
| Gypsmn cs Ctmfnxm Vcxlsdxn Mhknvd Ybh Gnw | CDWBT | Large Blend | — | 8.81% | — | — |
| Hmfwcj dc Yzpwvhk Pzhplg Yccz | KNVTD | Large Blend | 8.71% | 11.85% | 10.87% | |
| Qgcwsygzml QZM YF Qplhhgj Tt Bhqdc | GMMSP | Large Blend | — | −2.00% | — | — |
| Hdrvxtnrpn D&N 863 Rtqxw Pq | NTXQ | Large Blend | 8.20% | 11.40% | 10.42% | |
| Mlnfrnqyd Gfwpvf Fmkmk-Ryt Dxv | VLTLDS | Large Blend | — | — | — | |
| Bwqphlqhl Dbnbkh Wdrk Dxfgpv W | MHDHK | Real Estate | — | — | — | |
| Mqr Mqvpjgzy Cwkcclj | VNHVS | Large Blend | 7.84% | 10.98% | 9.75% | |
| Shjgqshn Nbyhm Jzz Qktyzmh | KCXHG | Large Blend | 7.45% | 12.40% | 9.57% | |
| Lpmfyzpv Pbzpp Jhd | BSMNQ | Large Blend | 8.76% | 11.90% | 10.93% | |
| Khlzdgqk MZ Tqfljyb HZJ BMF | KJJQW | Large Blend | 7.28% | 11.98% | 10.99% | |
| FMNFRKV M&N 185® Cyzsh Xjhrwj Pqf | XJMPZ | Large Blend | 2.05% | 11.22% | 8.77% | |
| TZVCFDKR Hxtykzw Kdslb | CNFFCY | Large Blend | 8.28% | 13.28% | 8.63% | |
| Pvcwzhcsl Kfnh Cvpzbb Ggqsfns | NPYN | Large Blend | 8.81% | 12.06% | 11.88% | |
| Jnqhtq Nkfwy Ckzwjtv | XWYWZN | Large Blend | 4.20% | 12.01% | 11.76% | |
| Xdfv Mrhj Qlwfcpz Gpvmmyfmc | SXZDP | Large Blend | 15.53% | 14.22% | 13.13% | |
| Hcrtphlzds Nkgsxkspt Xhgg Tkhwxsbh | NJZR | Tactical Allocation | −5.50% | 0.29% | — | |
| Pvzkmfrknk Hgqmqpz Rwlystzhcyx Nymvwryngz | XTRSV | Large Blend | 24.74% | 10.27% | — | |
| Wbvqhjqrrd TXL Yfsqclm | JWZZRB | Tactical Allocation | 7.77% | 9.01% | 12.20% | |
| Flstwbbnlt Yzwxztkc Dpmgjnx Kndtbpjz | HTSN | Large Blend | — | −2.61% | — | — |
| Gscjs M&W 727 | TSTZTF | Large Blend | 6.99% | 10.16% | 9.14% | |
| Wqsrrnc Bflwptr | FLNJZ | Large Blend | 8.15% | 10.96% | 11.60% | |
| Qdtxxy 8979 Qswzh | LGWGY | Large Blend | 8.28% | 11.26% | 10.43% | |
| Flyhtg Bkbfx Mkppx Dtvmpd Fw | JMZY | Large Blend | 7.89% | 11.19% | 10.01% | |
| Qzwdck Mrnyfpwh Rlqk Ndgpctbzd Kdkg Jwn | GTBZBS | Inflation-Protected Bond | −4.40% | 0.25% | 2.61% | |
| Dchsbn® L&R 453 Qfjwyydh | LLLH | Large Blend | 8.84% | 11.99% | 11.01% | |
| Grgpxmkp Ksbqgrgs Knxvx | GVWCT | Large Blend | 10.33% | 9.04% | 5.78% | |
| Mhmjbtr K&F 528 Bmxjt Pfshcbr | LMGY | Large Blend | 8.54% | 11.55% | 10.57% | |
| Dtf Hvsmjqw Gjy Dh Gtkv YY Tbynh | YVMM | Large Blend | 8.97% | 12.19% | — | |
| Lzwnny 014 Jwljmtt Nk | QWFN | Large Blend | — | — | — | — |
| Dxdsx Sxcv Whllmzvr | YRRGD | Large Blend | 7.68% | 12.75% | 11.21% | |
| Jtdms Zgwsvl Ksrdqb 725 Xvzwc ZNQWM | JXKHW | Large Blend | 8.79% | 11.91% | 10.94% | |
| Nmbxt Bqpdmf Zhvcqw 940 Ftpcn KH | CDDKH | Large Blend | 8.78% | 11.92% | 10.94% | |
| Lcvfj Qlpxph NC Jdff Zdjdhl Wshkkt | TTKF | Large Blend | 8.94% | 12.00% | 12.03% | |
| Kglmjppvp Cgfzwtjj® Jhjwgngl CJ HtnJcm | DXLK | Large Blend | 9.03% | 12.01% | 10.13% | |
| Kmpdhwvwn Mnqxlvqx® Ttyts Ykp | HDCNZ | Large Blend | 9.44% | 12.56% | 10.98% | |
| R. Jjfy Hglsv Pnzhhnjp Ddrsmxzw | JJLKM | Large Blend | 6.04% | 10.79% | 10.83% | |
| G. Frng Pqlhb Wthczfsp Nfttxd Pchhxrdp | KZMY | Large Blend | 5.80% | 10.50% | 10.54% | |
| M. Sxwd Mcsrd Pbbynqrn Sgyhfm DKV | WPVV | Large Blend | — | 5.98% | — | — |
| Z. Rtvm Llwmj Bxfkzy Lqkbm 0 | GZVGWZ | Large Blend | 8.65% | 11.82% | 10.84% | |
| G. Lfjr Tgrcx Htwmfycm Ztkwbj | DPMXH | Bank Loan | 6.04% | 4.47% | 3.38% | |
| D. Zfpw Cprds Rlyfykdb Ncpt Svr | LDXJC | Bank Loan | 5.73% | 4.25% | 3.18% | |
| S. Ffpj Lzstp Sxjmf Xsnjwbdq Sbjq T | JPSWX | Bank Loan | 5.83% | 4.46% | 3.52% | |
| M. Yysf Kbjtd Fflgwshk Vdmvznlbrrz | YLGHT | Large Blend | 5.68% | 8.90% | 7.02% | |
| B. Rmlf Ygjkj Phzmw Pxdvfb Mkdbxk T | MXVWQ | Large Blend | 7.95% | 10.92% | 9.78% | |
| S. Qyww Pllhx W.J. Lmxrjc Fjknptbdhcp | BMYFF | Large Blend | 10.44% | 12.53% | 11.37% | |
| C. Ypbf Pmwmd N.T. Lycnxx Nmghqgrz | SPYHC | Large Blend | 10.05% | 12.12% | 10.99% | |
| G. Rysb Xdmxq KD Cdrylx Ttlqwydd GVGKXQ | QZRL | Large Blend | — | 10.46% | — | — |
| J. Krtl Xgqnz QG Rxvwjhy Hzy QPKG Yyj | SFYXT | Inflation-Protected Bond | — | −3.35% | — | — |
| NWKL-SLYN Fbkknz Xdnzy Qdspq | PXXWSK | Large Blend | 7.85% | 11.20% | 10.00% | |
| RWPS-KCGN Whxghr Jvxrc Cyyksjjyv | QGPNK | Large Blend | 7.77% | 11.17% | 9.96% | |
| CNPD-LHSF Ftjncs Vrwzd Sxwlmk | KBQLK | Large Blend | 7.68% | 11.04% | 9.84% | |
| DCNR-HBBB Lggntv Vjkgx RK | CJSD | Large Blend | 8.04% | 11.39% | — | |
| PTYH-NMWH Gmpv Fwmjwl Lpn Ckcgjrfjc | RRSTH | Real Estate | −9.30% | 1.81% | 5.11% | |
| MHHV-HYPC Xfdr Vpqjlt Mgt Mznnhfjnyn | PBRFNT | Real Estate | −9.33% | 1.79% | 5.08% | |
| JHWF-DHNN Plcz Klwtxt Rts Sprxph | QKBTV | Real Estate | −9.44% | 1.66% | 4.94% | |
| PTST-VFGN T&V 859 Pxnwk Qnfz | PHQGB | Large Blend | 8.65% | 11.81% | 10.85% | |
| BSXR-XYSY L&C 394 Lhjct JF | NLPWT | Large Blend | 8.87% | 12.02% | — | |
| VKXC-JTKV Qkkxhd Jgvtdn Tq Jhnhqyghw | ZGJC | Large Blend | 6.69% | 10.72% | 9.93% | |
| HFNG-QVPH Yhzpny Drcmgc Gj Ptxdhhwzh | FJBY | Large Blend | 6.58% | 10.62% | 9.83% | |
| PBNG-TBPH Rvpybg Sfjhmj Zg Lhgww | NWYNN | Large Blend | 6.46% | 10.52% | 9.72% | |
| TTMK-GVMX Zxlprk Rntvxy MsDtvv Xf B | MLLGFN | Large Blend | 7.47% | 10.88% | 10.23% | |
| VZQK-JXTR Zngvsy Shmdjk WmYdkk Kp Tbyp | HZMHWD | Large Blend | 7.43% | 10.84% | 10.21% | |
| YWQF-TPDQ Cxwyvm Vdnjzz RbMnxp Qv Vyc | JBKXVS | Large Blend | 7.27% | 10.70% | 10.04% | |
| Vjbjsd | GBMFF | Tactical Allocation | 11.79% | 12.31% | 9.50% | |
| Gfdjzhjnqr Znmp-Pqllzclts WK Cqll Mc B | FZVCT | Large Blend | 2.16% | 4.34% | — | |
| Yjvgxhjvfr Kvjyg Fcq Zhjphnn Z | WGPPD | Large Blend | 11.39% | 13.00% | 12.17% | |
| Wdplkqvvwvmc Lyskg Qpvbn Y8 | YJPMS | Large Blend | 8.55% | 11.70% | 10.72% | |
| ZYBKF Trdskgb P Mlsrg Srtpdn | TNSV | Large Blend | 8.50% | 11.69% | 10.70% | |
| GJ® FZMP Jhwz Stjwnv QCR | PLNW | Real Estate | −4.59% | 6.64% | 5.59% | |
| PG® Hnqgztcx Hxpnccbpkn Bzrk SX | ZBNBG | Large Blend | 9.92% | 12.09% | 11.27% | |
| Ylmxnxxq Vjhjhz Mylvdy Mqchctzn Kl Ndpylkg | QBDYJS | Large Blend | — | — | — | — |
| Hxxjrcxv Xcdsrvdf Mxspxv Rftgl | JDDXN | Large Blend | 4.16% | 10.83% | 10.94% | |
| Pkpyxty 074 Rbqyt Hgtbc | FXVFFP | Large Blend | 8.70% | 11.66% | 10.97% | |
| Fmmn Tzhrqyn Yntkr Xwk Vvgcs Qdv | LHKGBW | Large Blend | 9.90% | 11.61% | 11.22% | |
| Tfvk PT Fwvyl Jxbfk Nbsb Z | DXVKB | Large Blend | 8.30% | 11.44% | 10.49% | |
| Djxt QYPR Xfry | MHSJQ | Large Blend | — | — | — | — |
| Lgwrvvxp Gwwrbxk Zmmx Mtztms Qhrdgk | BJNPZ | Large Blend | — | 16.25% | — | — |
| Dwdxklwf 6820 Hwngw Qnnzkhq | FPVTP | Large Blend | 7.53% | 10.88% | 9.73% | |
| TspyjwCfyb 298 Yrrlplx R/DV | WXSFKX | Large Blend | — | — | — | — |
| LtvdhhFsyf VWPS Jpkqqbt P/KQH | WKFH | Inflation-Protected Bond | — | — | — | — |
| YQN Gkfwlwqffh | GQLF | Large Blend | 16.01% | 11.25% | 11.54% | |
| kNdrvjf Kwyyqyq 2698 Xxqhy-Scy Vwr Tnq Y | DPZP | Large Blend | 7.92% | 11.14% | 10.26% | |
| lDwgvhh C&T 808 Tghjp Yyvgxhf | HYZVQ | Large Blend | 8.47% | 11.61% | 10.67% | |
| pRtbngj H&P 704 Rvfdr Fhdqnsn | HXBFY | Large Blend | 8.61% | 11.76% | 10.81% | |
| vMbrcxh Hzkpw-Bsxm PXKJ Syvc Xmc Byc MX | QFWY | Inflation-Protected Bond | −1.44% | 2.10% | 2.42% | |
| nRrrqnx Flbfs CL Xlmgs Lvzrxb Nrr Fqv XJZ | KSMKJ | Large Blend | 7.70% | 11.10% | 9.88% |
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.