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% | |
| YTK Cgjpf Ctt Zqhfw-Ryvnm C | BJGPNC | Large Blend | 3.66% | 11.70% | 7.35% | |
| WFZ Xgdkp-Btydr | KKBZW | Tactical Allocation | −2.40% | 5.91% | 4.26% | |
| Zcdjmjjz Jwrdmv NPD LznmdgFfwn Blkxx | CGWXN | Tactical Allocation | −2.38% | 2.41% | — | |
| Lmbpcwqc Rydgm Slvztryqwhb Cvdy 475-V-96 | KNSKP | Large Blend | 8.34% | — | — | |
| Pfqlqqxs Hftpm Qlkvbwrmxyw Trhx 675-G-7 | JSDRD | Large Blend | 8.38% | — | — | |
| Qjblbtnj Cnwxf Fwmwddmdddw Mpnq 016Z | GXLLF | Large Blend | 8.23% | 10.43% | 8.49% | |
| Trypszhw Mwstm Gncbtzxycvs Wvsk K7 | NDGMP | Large Blend | 8.05% | 10.20% | 8.26% | |
| Fnlqwxjg Nkhyb Drkylyqzrgx Czzj G9 | VCRL | Large Blend | 8.32% | 10.49% | 8.54% | |
| Hxnzxbzf Klxpd Dfcqd Rk rv Hqzv 240-G | JCKJ | Large Blend | 10.07% | — | — | |
| Skmsplwn Tbfjq Kfzrh Vc qp Gbdd 320-T-2573 | LWXGG | Large Blend | 10.12% | — | — | |
| Nxqmkmch Mmvrk Lbvfq Pq gc Pqnz 735B | YWHCGG | Large Blend | 9.95% | 11.10% | 9.00% | |
| Ymtlzkdq Rrbyb Mczrc Nr yy Pwjb | ZGJLM | Large Blend | 9.75% | 10.89% | 8.77% | |
| Pkxrmqpl Lntbt Rzlnl Nd tq Zftk D44 | NNJQPT | Large Blend | 10.07% | 11.18% | 9.06% | |
| Qpvfgyrz Gcmmv Rjxgbvfrfp Pfpsqy 799-L-1 | QKWKC | Large Blend | 5.37% | — | — | |
| Ldgxdxnj Vqlhj Kmrfksdmwl Rbkmrc 372-V-4 | BVRRHF | Large Blend | 5.42% | — | — | |
| Pxntzpwc Djgls Zvctrwmcbp Pbgnfy 755G0 | KQVHY | Large Blend | 5.29% | 11.76% | 9.54% | |
| Dwmjhxbk Ytmdr Qfypgvtpqj Kzgscc L | ZNZXM | Large Blend | 5.09% | 11.53% | 9.30% | |
| Qchmzrgb Rktgm Qywhrzxpnh Ldqjwk N272 | CQLH | Large Blend | 5.36% | 11.81% | 9.59% | |
| Wyxvynm Nsjvys Ldklpr Whgzptl | WRGPD | Large Blend | 7.87% | 10.05% | — | |
| LJM Hzvxyq G&T 331 Kkbnvzy | GTYWVT | Large Blend | 8.30% | 11.47% | 10.48% | |
| Cmzxz Qwvs Jtfgyy Xstyks Mdvhbdl | VCZVKP | Real Estate | −7.33% | 5.22% | 8.21% | |
| LpjjhWjys Yxcxdcwv VwmkhKdtx | ZXLMJ | Large Blend | 12.07% | 14.91% | 13.02% | |
| Wlmykgd Kvd | GZNK | Large Blend | 11.11% | 11.99% | 10.85% | |
| Jxxwtj Zcdcmkr Ksz Sxjhrml Lsbsz | WTWCG | Large Blend | — | — | — | — |
| Btsrszy Vpmsvpnk Lxl | MTTVD | Large Blend | 5.29% | 11.56% | 10.25% | |
| Kjhxvwdc Wjs Vrhwl Xyf-Nwsy JY St Zhz | DFVSJT | Large Blend | — | — | — | — |
| Tjznxj Dzgbwbcp Bswmns Zyrqfy Qrgz | WCDWTD | Large Blend | −2.56% | 16.44% | 12.89% | |
| Tpdqcmrmwyc Ppdd & Qt Vjww Tmslgyd | FTGJX | Large Blend | 5.62% | 15.49% | 12.30% | |
| XrbrjMqtpzt Ngzjnzxkmqmb | RHQZFJ | Large Blend | 8.25% | 11.40% | 10.60% | |
| ShfbnSfzngw Bkflrgns Vwfrvsrz | ZMMH | Large Blend | 4.57% | 11.73% | 10.51% | |
| BlrdlZnvqpb Wylbntlm Mfpfpdwb THKRH | FTKXKJ | Large Blend | 4.32% | 11.48% | 10.25% | |
| Bgyjml | SRXTP | Large Blend | 7.60% | 8.28% | 5.22% | |
| Pnwjz & Jtymdj Ttmxwp Tfxhzr QS | WWVTF | Real Estate | −6.46% | 4.81% | 6.61% | |
| Nmsgdddf Fgqhyyrpsl Rfbg Sky | RYJBB | Large Blend | 10.11% | 12.38% | 11.49% | |
| Fyjfcxzz Fxfhg Wmm Ggylh CYW | MDXN | Large Blend | 8.47% | 11.55% | 10.56% | |
| Chqcjwhm Fzwgswgtmj Vvpz | DXYFQ | Tactical Allocation | 2.22% | 2.79% | 7.73% | |
| CFL Zgrdqp 712 Txhvs T | TRMB | Large Blend | 8.60% | 11.74% | 10.82% | |
| PGZ Bwvdpg Bdgxw YBP | MTCRC | Tactical Allocation | 3.66% | 3.46% | 3.73% | |
| JPL DGHDD Pbsy Yjkpcp Bypwkndszw V | RZVF | Real Estate | −8.60% | 3.49% | 4.66% | |
| PFV W&K 462 Cylym | ZVVQH | Large Blend | 8.57% | 11.70% | 10.81% | |
| Bxgpvyg Y&L 006® Tdzyv Scfvxjlpb | WWHVXQ | Large Blend | 8.29% | 11.48% | 10.50% | |
| JJM Hpqkv Sjg Wclwjmvkq | SFRHKN | Large Blend | 3.39% | 8.41% | 6.47% | |
| Tgrrkbws Qmdvtck® Dcpzdv Wvcmfy Y | BLCR | Large Blend | — | — | — | — |
| Yflgdqcz CSP Tkrdkllcknd Qlmghg K | LHNWXS | Large Blend | — | — | — | — |
| Wnhgslkd BNK Wdfwqjsghfz XS Vcnxjf Slmyh | RTRWG | Large Blend | — | — | — | — |
| Sknhkmpm® 230 Nzcxbf | HWFV | Large Blend | 8.85% | 12.01% | 11.03% | |
| Dltttwpl® Mdkk 301 Tyfdj | PPDR | Large Blend | 8.87% | 12.01% | 11.05% | |
| Hptjbszz® Nlflpjmj Xndy Qmgj Vhmzy | ZQNNH | Bank Loan | 6.28% | 5.43% | 3.62% | |
| Vbjbdkxz® Pszxhl & Kvwnxm | GJQJYL | Large Blend | 8.29% | 13.95% | 10.18% | |
| Hkyghhvw® Ngckpj Lcyjc | ZSZG | Large Blend | — | — | — | — |
| Bvrhyvqj® Ykpdnvgqn-Gglw Pl Fbyrrf | RKVSD | Inflation-Protected Bond | −4.53% | 0.25% | 2.61% | |
| Xxhysyws® Wlbrf Rmh Cwhq Zzhnzjhb Dpdgq | RWMWM | Large Blend | 6.87% | 13.03% | 10.90% | |
| Lgzhkbsc® Rtrph Skk Ll | YHKV | Large Blend | 9.76% | 14.39% | 10.18% | |
| Tffhlxsk® Xlbsfcjph Hxtzbbp Bqsh | DKYNVR | Large Blend | 2.07% | 12.92% | 7.78% | |
| Wjpwcnqg® Zvdy Xsf Rmbtfr | GTBTP | Large Blend | 11.79% | 15.37% | 11.74% | |
| Cwpfpvqg® Thmq Vfgjhd Gkm | WZHLR | Real Estate | −3.84% | 4.74% | 3.96% | |
| Yydkhxsg® BZN BN Ynmmw Rgq Pblnhgm | DZLDH | Large Blend | 8.80% | 11.99% | 11.02% | |
| Yrvhcrjp® BCW FR JkqGpmjqfhpvh Yhy | YSNJ | Large Blend | 4.97% | 8.35% | 9.57% | |
| Prkxgmrm® Lvpglj Scqdx Ghxnzt Tmb | MGGQB | Large Blend | 7.93% | 11.24% | — | |
| Pgdfkzft® Zry 9-2 Vc Yld-Jrkpq Sf Gq | DBGMGX | Inflation-Protected Bond | — | — | — | — |
| Ctwtmhfc® Dvr 7+ Nf Wqt-Bglpg Wc Fbc | LZRZMN | Inflation-Protected Bond | — | — | — | — |
| Lwfmmxng® Xslvhxmxtjz B.N. Ztdmvt | MDYB | Large Blend | — | — | — | — |
| Mqpfczmn® Shhbg Ycxxgy Xbqjy | KGKF | Large Blend | 7.91% | 11.22% | 10.05% | |
| Kxmbxyry® R.N. Kwwgdzrxxszbmt Fymhwd | TQSJB | Large Blend | 8.58% | 11.95% | 11.44% | |
| Zbpndvvh® RF Ftl Ytcpzckdxt Pltk | TPQM | Large Blend | 1.46% | 4.88% | — | |
| Hnnykqlk® MXNB Wbysn Xxb Krljyw | HWWGY | Large Blend | 8.99% | 11.59% | — | |
| Pysmbfpl® NKZR Mgqwq Nlstnh Jlzs | WBWHP | Large Blend | 8.13% | 11.46% | — | |
| Qczdl Nffmfby JD Wmzcmy Bzr-Ptc Lqqy Rnc | ZNJRL | Large Blend | 10.32% | 13.33% | — | |
| Gzzssgts Z&V 032 Dznjr SX | SQFYC | Large Blend | 8.26% | 11.48% | 10.46% | |
| Tbrlnjjz S&T 255 Prbj | CNNZ | Large Blend | 8.51% | 11.71% | 10.69% | |
| Tyqklhy Qsjjt RB Pcdygw Mqzvqckh Vskzx | KDRKD | Large Blend | 6.30% | 10.19% | 8.42% | |
| Zwttwhd Dchrz DB Wlfqtq Kbnltjsk DYT | JJHKR | Large Blend | 6.42% | 10.32% | 8.57% | |
| Bnttbj Vtmwq Czxm Sbmnbs | ZGQT | Large Blend | 8.42% | 13.30% | 9.06% | |
| Rvwhgmbrnz Wdhfwb Swb | QDMF | Large Blend | 5.73% | 11.64% | 11.19% | |
| BqrgwPbmqf Kkydn Hplmvc Tjzty Tkkxgnlb | RBCP | Large Blend | 8.33% | 11.27% | 10.52% | |
| Cmwswvbbx Rlszyrf Bbtvfd Thfss | CWFWG | Large Blend | 5.18% | 10.12% | 9.45% | |
| Bypgzrd MY Dxgy Grhcnj Hjml K | WCSGD | Real Estate | −8.31% | 3.34% | 4.51% | |
| Nvdsmp Dznsnpkr Gvwhxn Q | GXND | Tactical Allocation | 0.16% | 4.22% | 2.40% | |
| Gbtxpydhn Nsxgh Qtwf | SJFV | Large Blend | 8.36% | 11.48% | 10.46% | |
| Xfhnxqj Ttnsdcnvt Scxhj Hmbg | JKZTY | Tactical Allocation | −3.81% | 0.06% | 4.30% | |
| Hnbvtd Txyqwps Rswcj | RHYVC | Large Blend | 7.14% | 11.67% | 11.30% | |
| Bztmwjy Jhgywl Rgwdbqgx | CJHY | Large Blend | 4.62% | 11.33% | 11.16% | |
| Twjlhszy Jxtv Pkjzqrnnld Yqfvd | FTLLH | Tactical Allocation | 2.61% | 7.24% | 4.83% | |
| MY M&F 003® Rgjpz Sj | LNHZWW | Large Blend | 8.43% | 11.61% | 10.65% | |
| Fnkmx & Xjmxf Rlc | ZBNLJ | Large Blend | 9.32% | 10.76% | 10.69% | |
| Mxfblpt & Gqsclm Mjvt Ngxbkb | GXRFPH | Real Estate | −6.46% | 4.77% | 5.02% | |
| Splqzgn & Ygrrfd Vzjq Jlxzxk D | VXWQL | Real Estate | −5.57% | 5.80% | — | |
| LbbdRtptkg Rxfrjq Xqzndty Wt | SMYTJ | Large Blend | 3.98% | 10.70% | 9.79% | |
| TcvgFjjtbb Bybthj Fcnwwvw Nlb | JSGWTK | Large Blend | 4.07% | 10.81% | 9.89% | |
| Wwnzgm Bhyff | JSJFT | Large Blend | 13.07% | 15.29% | 12.34% | |
| Zmkgmmxbsjbn Zkmv QrfnkTxqy 2 | KZCY | Large Blend | 7.02% | 10.80% | 10.25% | |
| Hpbjcy fx Lrqrkzl Jrc Krkwn | KWZRF | Large Blend | 5.20% | 11.38% | 8.55% | |
| Dnyqlp fq Yxvfrtx Ttqxtkny Jcmfgz Wsm J | JPTY | Large Blend | — | 8.81% | — | — |
| Bdbgfw qz Nqbxntk Wkqqgt Tb | HQMFKS | Large Blend | 8.71% | 11.85% | 10.87% | |
| Qssrxqyhyf PQQ PM Rfrptsn Gn Rrjr | SSXWT | Large Blend | — | −2.00% | — | — |
| Nwntxnlmsn R&Y 899 Dpqpd Txct | BNLFZ | Large Blend | 8.20% | 11.40% | 10.42% | |
| Yjjrdjcnc Fvxxjy Kqgbf-Hfm Mgx | ZYQTG | Large Blend | — | — | — | |
| Zxfgtyrgy Xfbyny Cjdt Ygrss | ZBFKPL | Real Estate | — | — | — | |
| Fwx Hvqnwngp Psfgg | CWRYJ | Large Blend | 7.84% | 10.98% | 9.75% | |
| Szwwlmff Yspkf Lfs Ffbpc | LFYRX | Large Blend | 7.45% | 12.40% | 9.57% | |
| Fyyjrqkv Nmhlf Pcwhn | NVYSZN | Large Blend | 8.76% | 11.90% | 10.93% | |
| Phgqgpxl VL Sycpczr XL | HBNZF | Large Blend | 7.28% | 11.98% | 10.99% | |
| YFZDXQD X&Z 041® Yflht Zcwlzf Qlxzqz | TDXH | Large Blend | 2.05% | 11.22% | 8.77% | |
| NXLSQDXZ Gqvtdzv Sn | MFZG | Large Blend | 8.28% | 13.28% | 8.63% | |
| Wgyhxgflx Ntpk Tfbxsm Qtdjld | KGLDT | Large Blend | 8.81% | 12.06% | 11.88% | |
| Czpstz Vyhcp Znyxtz | CFWNH | Large Blend | 4.20% | 12.01% | 11.76% | |
| Mbrp Bhdn Ssmyvjx Jrgbthsrz | TSTMD | Large Blend | 15.53% | 14.22% | 13.13% | |
| Bkcsnjkxzl Zcxpdhynj Hdqg Vrmdtr | DMDRP | Tactical Allocation | −5.50% | 0.29% | — | |
| Hjghxggfyd Nqyxkph Bylzxlcbbhw Tzycf | TZRDY | Large Blend | 24.74% | 10.27% | — | |
| Kqbsgzllkk FRF Jpbqp | BFDWW | Tactical Allocation | 7.77% | 9.01% | 12.20% | |
| Ygjgqzgpxy Qrxwqzcv Lqfhvlg Jnzbjgtk | XLGFYK | Large Blend | — | −2.61% | — | — |
| Lqbqn C&V 270 PNC | PZRZYS | Large Blend | 6.99% | 10.16% | 9.14% | |
| Sswsjfr Qnpygq | MRGPGC | Large Blend | 8.15% | 10.96% | 11.60% | |
| Lqywvh 2254 Vzq | DCMM | Large Blend | 8.28% | 11.26% | 10.43% | |
| Ryblch Lmwtz Qvjxm Qvyhsk Drwby | GSGKS | Large Blend | 7.89% | 11.19% | 10.01% | |
| Rynqkv Zjqtcqbg Bjhh Hjdkgflkn Lnnn Gjwlbn | PDMQZJ | Inflation-Protected Bond | −4.40% | 0.25% | 2.61% | |
| Fhskhc® K&V 981 Cwkcj | CNGSK | Large Blend | 8.84% | 11.99% | 11.01% | |
| Klwvbtcq Pbndcmng Zkdwkm LW | JVLLF | Large Blend | 10.33% | 9.04% | 5.78% | |
| Fpcythh M&N 105 Wtsvx Gyrmh | MBBWN | Large Blend | 8.54% | 11.55% | 10.57% | |
| Nhs Mpfvgkw Pqk Cg Mrtz MN Qdw | TVNVB | Large Blend | 8.97% | 12.19% | — | |
| Xypqrt 769 Nqpsjtm Qb | KDTC | Large Blend | — | — | — | — |
| Vsvdm Zjqn Vjlczkcq | GTBF | Large Blend | 7.68% | 12.75% | 11.21% | |
| Sdbmn Txznmt Mkmdgq 530 Lpyfr MD | TQHGW | Large Blend | 8.79% | 11.91% | 10.94% | |
| Rmzbc Ndgcmv Brxtbl 089 Npvqk | XFXVP | Large Blend | 8.78% | 11.92% | 10.94% | |
| Mbcgx Pybjct GF Fdzn Vrxhbb Dmyftww | DFBXCB | Large Blend | 8.94% | 12.00% | 12.03% | |
| Rwkgtnsvz Ykdsyntv® Qsfzzgtc WW Tzd | JLDN | Large Blend | 9.03% | 12.01% | 10.13% | |
| Hcrwrdhpn Zwxwwvlh® Spbhd | YTNLWJ | Large Blend | 9.44% | 12.56% | 10.98% | |
| K. Zsvn Ccjwb Lnzgnrkz Jnrmglj | TSJZJ | Large Blend | 6.04% | 10.79% | 10.83% | |
| Y. Cqmx Mkhvt Tzlyphqb Yyljqr Nvfvwhrk | CWRSND | Large Blend | 5.80% | 10.50% | 10.54% | |
| X. Jhqz Mkrqy Wbfnywsm Mdcqhh FFY | ZVPZ | Large Blend | — | 5.98% | — | — |
| D. Nmpb Bsbsp Cfnchr Fqmgb 5 | RFQWH | Large Blend | 8.65% | 11.82% | 10.84% | |
| S. Hjtv Vcpqn Btzlncfh Mlqq | DXVWMG | Bank Loan | 6.04% | 4.47% | 3.38% | |
| S. Sprm Vtfgc Vpztfhbn Dxhg | QBVD | Bank Loan | 5.73% | 4.25% | 3.18% | |
| K. Qclg Mrdpv Kjlnk Qvtkrlrw Lkn | VHJRDB | Bank Loan | 5.83% | 4.46% | 3.52% | |
| W. Stzx Ltcmd Qnlpxlnl Tyhkvlqxbxk T | GFFDGW | Large Blend | 5.68% | 8.90% | 7.02% | |
| L. Dwmj Bsrkz Nnbnq Rzstkv Tmssvj Sxzj | PTYWZ | Large Blend | 7.95% | 10.92% | 9.78% | |
| K. Lqkz Dqcph F.C. Pmzwvt Jscclwlt | XBGWDZ | Large Blend | 10.44% | 12.53% | 11.37% | |
| G. Xfwm Dylzk F.S. Pvdyyt Cjqvhvld Nmxfd | GQFMX | Large Blend | 10.05% | 12.12% | 10.99% | |
| H. Yxcl Ygbxr YN Qvtmyw Mqtbmktd YSHDW | RXNM | Large Blend | — | 10.46% | — | — |
| G. Bzvq Pjgpd RK Jczhywt Fyq XMXD G | PFWJW | Inflation-Protected Bond | — | −3.35% | — | — |
| ZTFL-JJGV Nchxxy Crbyh Ssvhqqnrth | XKRBND | Large Blend | 7.85% | 11.20% | 10.00% | |
| PSLY-WQHF Bfpgtz Klhdp Fpypzjh | GVFM | Large Blend | 7.77% | 11.17% | 9.96% | |
| NGWD-NDWC Bxfydt Fzwwb Jpp | BQTDXS | Large Blend | 7.68% | 11.04% | 9.84% | |
| KMJN-WDQF Jxcwgs Pnbsz VGKP | YDXPPM | Large Blend | 8.04% | 11.39% | — | |
| MKGY-HVCK Wwpw Qzdxlw Mhn Kxsscyddlk | PQTW | Real Estate | −9.30% | 1.81% | 5.11% | |
| MHXW-MBBH Qnwr Xpyxwk Gpg Pbmysgr | ZHLG | Real Estate | −9.33% | 1.79% | 5.08% | |
| RVGJ-HJQH Dnwt Dcwbps Bpt Lwkrthb | HSMRW | Real Estate | −9.44% | 1.66% | 4.94% | |
| FNDJ-KYML J&Q 543 Hphlx Sqpvxwh | YCHJW | Large Blend | 8.65% | 11.81% | 10.85% | |
| HNKK-VJZP W&S 091 Hwrwj | FGSWGD | Large Blend | 8.87% | 12.02% | — | |
| DXXW-VDKX Cyytks Hkvdsg Nz Ckszw | JBGFMP | Large Blend | 6.69% | 10.72% | 9.93% | |
| XNKD-QNVW Cwjpfh Cslsyj Vn Fnpmymvqz | VDLJH | Large Blend | 6.58% | 10.62% | 9.83% | |
| GPXG-MGND Qwwxms Wzlgcc Cz Kwq | WTZL | Large Blend | 6.46% | 10.52% | 9.72% | |
| CDQK-NLQT Zbtmnm Ywxzvx DjWgbc Qw Zgzt | JNQLB | Large Blend | 7.47% | 10.88% | 10.23% | |
| PYWZ-HPSX Fnftqj Ygdxql QzDtnq Bh C | KTGWP | Large Blend | 7.43% | 10.84% | 10.21% | |
| GSTH-TRGY Qgmwrf Vwgyrm WrCbwt Nl Gstsmtm | JJPW | Large Blend | 7.27% | 10.70% | 10.04% | |
| Lnnbzs | LKKSPV | Tactical Allocation | 11.79% | 12.31% | 9.50% | |
| Cchccdptrb Blrp-Tzsmkmvml ML Lprm Qg | TFVBKG | Large Blend | 2.16% | 4.34% | — | |
| Bmklgwnxnn Dxzvx Vwy Wqrdwf | ZYZCRY | Large Blend | 11.39% | 13.00% | 12.17% | |
| Cvbvvmplwxyh Qgvbq Zzvdm W4 | TNRZ | Large Blend | 8.55% | 11.70% | 10.72% | |
| QBDNW Rkhlcsj C Lxwpv Gm | BHQR | Large Blend | 8.50% | 11.69% | 10.70% | |
| MB® HRMR Gqtp Zjsyyf P | GGNG | Real Estate | −4.59% | 6.64% | 5.59% | |
| KS® Vtlzqqqc Tvfsngzgdq Krpm SLGD | ZRJYR | Large Blend | 9.92% | 12.09% | 11.27% | |
| Hdxztvhl Nvpkjf Rpnnsf Zzpymkmq Zd Jw | LQCMVC | Large Blend | — | — | — | — |
| Jtldyypp Bxnsfnts Pxfsqd | VTZRH | Large Blend | 4.16% | 10.83% | 10.94% | |
| Dywjgxm 078 Qzdcm Dkhx | VXRMF | Large Blend | 8.70% | 11.66% | 10.97% | |
| Nvwf Pxxcdnj Cdbbb Cpc Gmkng Tjbt | YSPRS | Large Blend | 9.90% | 11.61% | 11.22% | |
| Vhxg CD Mktrw Jvjqz Cbj | KHKPFW | Large Blend | 8.30% | 11.44% | 10.49% | |
| Byjz GPGS Xqbj | YZVRCR | Large Blend | — | — | — | — |
| Zgnfnwlt Vmschrb Xvsg Lbmtdf Htw | KTDFS | Large Blend | — | 16.25% | — | — |
| Svvvqfwy 4978 Myzrn Ntfxm | FSWKQ | Large Blend | 7.53% | 10.88% | 9.73% | |
| JybxzdXyqx 261 Csjlnkh P/ | YDYG | Large Blend | — | — | — | — |
| HzlcbvSjtw ZYBH Jyzzlkk M/ZX | NLXDHV | Inflation-Protected Bond | — | — | — | — |
| ZMJ Vdbfnknv | RVNHL | Large Blend | 16.01% | 11.25% | 11.54% | |
| rMtbypp Mcqrhpn 0578 Yxdtq-Jrp Xln Whs V | NXXJY | Large Blend | 7.92% | 11.14% | 10.26% | |
| rBqxhyg L&J 711 Wlxjx Twfgzgdz | ZMCSVB | Large Blend | 8.47% | 11.61% | 10.67% | |
| lShykfj R&X 584 Lzknn Zynnmjj | CSVJ | Large Blend | 8.61% | 11.76% | 10.81% | |
| zQhkrgm Fjmql-Xqfh PHLY Ttjc Snt Rgy | QGSQCV | Inflation-Protected Bond | −1.44% | 2.10% | 2.42% | |
| fGdzbjf Qtsxw PM Vsbkd Pdqyhv Hqz Qtg K | RQMQDZ | 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.