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 23, 2017
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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
New Issue of FundInvestor Is Available (PDF)

The May issue of FundInvestor is now available in PDF form on our website.

Here’s what’s in the issue:

Mind the Gap 2017: I examine why investors often fall short of matching fund returns and highlight some of the best and worst funds for investor returns.

Building a Foreign Stock Portfolio: Tom Whitelaw walks you through the process of building a good portfolio of international funds.

Old-School Managers Who Keep on Winning: Dan Culloton looks at managers whose judgment continues to win the day over artificial intelligence.

Bond Funds That Act Like Stock Funds: Karin Anderson explains that higher-yielding funds offer more income but at the price of greater correlation with stocks.

Manager Changes: I look at a couple of changes in Fidelity’s lineup.

Managing Retirement When There’s an Age Gap: When married couples have big age gaps, retirement planning can be a little trickier. Christine Benz shares some ideas on how to make it work.

Watching Emerging-Markets Medalists: Bill Rocco looks at some of our favorite emerging-markets funds.

Bond Funds to Own for Diversification: If higher-yielding bond funds don’t provide diversification, Sarah Bush offers up some core funds that do.

Silver-Rated Mid-Cap Fund Joins the Morningstar 500: Parnassus Mid-Cap PARMX is our latest addition to the 500.

 

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