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.

 
 
Feb 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 February PDF of FundInvestor is now available at our website.

Here’s what’s in the issue:

Inside a Brutal January: Stocks and junk bonds sold off hard in January. I look at what happened and which funds fared the best and worst.

Who Really Thinks Long Term? Leo Acheson examines fund manager bonuses and finds that some are paid for short-term performance and some are paid for long-term performance.

Why High Quality Means Low Risk: Once again, high-quality funds did a fine job of protecting capital in a down market. I look at why that is and which funds truly are high-quality.

Outflows Menace These Funds: Greg Carlson highlights funds that have been swamped with redemptions.

Big Changes at T. Rowe Price: I look at two surprising manager changes to hit T. Rowe Price.

6 Big Mistakes to Avoid in a Retirement Portfolio: Christine Benz tells you what common mistakes can do serious damage to a retirement portfolio.

10-Year Tenure: Sometimes a fund’s 10-year numbers really tell the story. I look at funds where managers recently passed the 10-year anniversary at their funds.

Digging Into World-Bond Funds: Karin Anderson tells you why currency explains so much in global bond-fund performance.

 

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