Investment Strategy
We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance. Our quantitative research uses the most comprehensive mutual fund database in the world to determine the best strategies for long-term investing success. We then supplement those studies with extensive qualitative research of portfolio managers, analysts, and traders through onsite visits and follow-up phone calls.
 
About the Editor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site.

Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe Price, and Vanguard mutual fund families. He helped develop the new Morningstar Rating for funds and the new Morningstar Style Box methodology. He also is co-author of the company's first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which was published in January 2003.

 
 
May 03, 2016
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About Russel Russ' Photo
Russel Kinnel,
Director of Manager Research and Editor, Morningstar FundInvestor
Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
Featured Posts
Our Roundup of Berkshire Hathaway's Annual Meeting

Berkshire Hathaway’s BRK.A annual meeting went off last weekend, and we have wall-to-wall coverage.

That includes a live blog, why Warren Buffett says only a handful of banks are good investments, and Matt Coffina’s take on how Berkshire will handle a negative rate environment.

Expanded Allocation Categories
Meantime, we have changed the allocation Morningstar Categories, and you can read all about it here.

Tomorrow's Fund Spy will cover the additions of the infrastructure (within the broad equity asset class), emerging-markets local-currency (within fixed income), and option-writing and long-short credit (both within alternatives) categories.

Here are the FundInvestor funds that changed categories:

Name

Old Category

New Category

American Funds Inc Fund of Amer

 Moderate Allocation

 Allocation--70% to 85% Equity

Franklin Mutual Shares

 Large Value

 Allocation--85%+ Equity

Vanguard LifeStrategy Income

 Conservative Allocation

 Allocation--15% to 30% Equity

PIMCO Emerging Local Bond

 Emerging-Markets Bond

 Emerging-Markets Local-Currency Bond

Gateway

 Long-Short Equity

 Option Writing

Fidelity Strategic Real Return

 Conservative Allocation

 Allocation--15% to 30% Equity

Vanguard Managed Payout

 Aggressive Allocation

 Allocation--85%+ Equity


 

 

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