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.

 
 
Jul 13, 2014
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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
Correction on 10-Year Returns

We published incorrect 10-year returns for 16 funds in the July issue of FundInvestor because of a programming glitch. The corrected figures are now in our electronic edition at mfi.morningstar.com. We regret the error. Here are the correct figures for those funds:

Fidelity OTC Portfolio FOCPX 11.09%

Fairholme FAIRX 11.34%

American Century Heritage TWHIX 12.07%

ASTON/Fairpointe Mid Cap CHTTX 11.41%

Artisan Mid Cap Value ARTQX 11.59%

Brown Capital Management Small Company BCSIX 12.5%

Fidelity Small Cap Discovery FSCRX 12.74%

T. Rowe Price Capital Appreciation PRWCX 9.17%

T. Rowe Price Media & Telecommunications PRMTX 15.77%

Artisan International Small Cap ARTJX 12.72%

Oppenheimer Global Opportunities OPGIX 10.09%

Loomis Sayles Investment Grade Bond LIGRX 7.79%

Fidelity Capital & Income FAGIX 7.82%

Fidelity New Markets Income FNMIX 10.33%

T. Rowe Price Tax-Free High Yield PRFHX 5.33%

AMG Yacktman Focused YAFFX 10.96%

 

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