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.

 
 
Dec 09, 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
New Issue of FundInvestor Is Available (PDF)

The new issue of FundInvestor is available in PDF form. Click here to download it. http://mfi.morningstar.com/Newsletter.aspx#hideAd

Here’s what’s in the issue:

Cover: We launched our Morningstar Analyst Ratings five years ago, and I take a very preliminary look at how they’ve performed.

Research: American Funds are now available without the front load, making them available to millions more investors. Alec Lucas tells you what you need to know to take advantage of this opportunity.

Contrarian: The election result caught markets off guard. Now they are adjusting to the reality and making guesses as to who the winners and losers are.

Red Flags: Laura Lallos looks at an obvious red flag: funds with performance poor enough to drop them to a 1-star rating.

Manager Changes: I examine key manager changes at Fidelity, Oakmark, and USAA funds.

Portfolio Matters: Treasury Inflation-Protected Securities are a great resource for investors, but Christine Benz says there are some key limitations you need to understand.

Tracking Morningstar Analyst Ratings: Laura Lallos looks at alternatives funds.

Income Strategist: Municipal bonds have just endured one of their worst sell-offs in history. Elizabeth Foos  examines the story.

Morningstar 500 Changes: Loomis Sayles Value LSVRX and American Funds Global Balanced GBLAX have joined the Morningstar 500.

 

 

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