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.

 
 
Sep 30, 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
Shocker: Gross Goes to Janus

We are placing all rated PIMCO funds under review--including the flagship PIMCO Total Return PTTRX--while we assess the impact of today's announcement that founder, managing director, and chief investment officer Bill Gross is leaving the firm for Janus. PIMCO has said it would name a replacement for Gross by end of day, Friday, Sept. 26.

Following Mohamed El-Erian's departure in March, PIMCO named six deputy CIOs in order to make a more orderly plan of succession. They are Andrew Balls, Dan Ivascyn, Mihir Worah, Mark Kiesel, Scott Mather, and Virginie Maisonneuve. These six will likely play key roles in the wake of Gross' departure.

PIMCO's depth of resources means investors have time to reassess their options. While it is not a shock to see Gross depart, it is a big surprise to see him leave so quickly and to a competitor.

Michael Herbst had some additional thoughts to share in this video.



 

 

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