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.

 
 
Mar 03, 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
Managers Who Eat Their Own Cooking

As I mentioned in the February cover story, a number of managers in the Morningstar 500 raised their investment to more than $1 million in the latest filing period. Here's the complete list.


U.S. Fund Ownership Data--Top amount in each range
Fund name and Manager

AllianzGI Technology Institutional DRGTX Huachen Chen
American Funds AMCAP A AMCPX James Terrile
American Funds AMCAP A AMCPX Bradley Vogt
American Funds Capital World Gr&Inc A CWGIX Sung Lee
American Funds Capital World Gr&Inc A CWGIX David Riley
American Funds Europacific Growth A AEPGX Carl Kawaja
American Funds Fundamental Invs A ANCFX Martin Romo
American Funds Fundamental Invs A ANCFX Ronald Morrow
American Funds Income Fund of Amer A AMECX Steven Watson
American Funds New Perspective A ANWPX Steven Watson
American Funds Washington Mutual A AWSHX Alan Wilson
AMG Yacktman Focused Service YAFFX Donald Yacktman
AMG Yacktman Service YACKX Jason Subotky
AMG Yacktman Service YACKX Donald Yacktman
AMG Yacktman Service YACKX Stephen Yacktman
Arbitrage R ARBFX John Orrico
Ariel Appreciation Investor CAAPX Timothy Fidler
Davis Financial A RPFGX Christopher Davis
Diamond Hill Large Cap A DHLAX Rick Snowdon
Dodge & Cox International Stock DODFX C. Cameron
Dodge & Cox Stock DODGX Steven Voorhis
Fidelity Capital Appreciation FDCAX J. Shiel
Fidelity Mid-Cap Stock FMCSX John Roth
Fidelity New Millennium FMILX John Roth
Fidelity OTC Portfolio FOCPX Gavin Baker
Fidelity Select Energy Portfolio FSENX John Dowd
Fidelity Trend FTRNX Daniel Kelley
Fidelity Value FDVLX Matthew Friedman
Fidelity Worldwide FWWFX William Kennedy
FMI Large Cap FMIHX Patrick English
FPA Crescent FPACX Brian Selmo
FPA Crescent FPACX Mark Landecker
FPA New Income FPNIX Robert Rodriguez
FPA Perennial FPPFX Eric Ende
Janus Triton D JANIX Jonathan Coleman
Longleaf Partners Small-Cap LLSCX Ross Glotzbach
Meridian Growth Legacy MERDX Chad Meade
Meridian Growth Legacy MERDX Brian Schaub
Meridian Small Cap Growth Investor MISGX Chad Meade
Meridian Small Cap Growth Investor MISGX Brian Schaub
Oakmark Select I OAKLX Anthony Coniaris
Oakmark Select I OAKLX Thomas Murray
Osterweis OSTFX Gregory Hermanski
Osterweis OSTFX Alexander(Sasha) Kovriga
Osterweis OSTFX Matthew Berler
PIMCO Total Return Instl PTTRX Mihir Worah
PIMCO Total Return Instl PTTRX Scott Mather
Royce Total Return Invmt RYTRX George Necakov
Sequoia SEQUX David Poppe
TCW Total Return Bond I TGLMX Tad Rivelle
Weitz Partners Value Investor WPVLX Bradley Hinton
William Blair Small Cap Growth I WBSIX Karl Brewer
 

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