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 mutual fund 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 25, 2015
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About Russel Russ' Photo
Russel Kinnel,
Director of Fund Research and Editor, Morningstar FundInvestor
Russel Kinnel is director of mutual fund research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
Featured Posts
PIMCO Cuts Back Stock Fund Effort

PIMCO is packing it in on its equity effort. Equity chief investment officer Virginie Maisonneuve is leaving the firm only a year after joining. In addition, PIMCO is liquidating three funds, including PIMCO EqS Pathfinder PTHDX, in light of poor performance and low asset levels.

It was an odd effort from the start as PIMCO chose to build its equity effort in-house. With Neel Kashkari at the helm, it didn't even choose someone with equity asset management experience. PIMCO hasn't yet made clear where it will go from here on equities.

Wally Weitz Stepping Down
Meantime, Wally Weitz is stepping down from management responsibilities at Weitz Value WVALX. However, he will remain manager at Weitz Partners Value WPVLX.

We'll review our Morningstar Analyst Ratings of Weitz Value.

Video: Three Conservative Bond Funds
Christine Benz asked me to pick three favorite conservative bond funds. Here are my choices.

Time to Raise IRA Contribution Limits?
Scott Cooley says yes in this article.

 

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