Morningstar Fund Spy
Morningstar's Inside Secrets to Selecting Mutual Funds That Outperform
Morningstar’s Director of Mutual Fund Research Russel Kinnel, shares his 15-plus years of experience researching funds and fund managers to assist you in navigating through thousands of funds and intelligently selecting the right ones for your portfolio. Learn how to apply the results of some of Russ’ most ground-breaking research about what makes a successful mutual fund to your own portfolio. Find out what mutual fund companies are the best--and worst. Learn which 20 funds Russ thinks present the best opportunity today, and use the exclusive Spy Selector tool to find out if your funds pass Russ’ test.
Chapters
Chapter 1: The Remarkable Gap Between Winners and Losers
Chapter 2: Does Your Manager Eat His Own Cooking?
Chapter 3: New Trading Cost Estimates Shed Light on a Big Mystery
Chapter 4: The Power of Expense Ratios Is Greater Than You Think
Chapter 5: How to Use Total Returns Wisely
Chapter 6: Understanding Mutual Fund Strategies and Fundamental Risk
Chapter 7: How to Find Good Managers and Avoid the Dodgy Ones
Chapter 8: The Inside Scoop on No-Load Fund Companies
Chapter 9: The Inside Scoop on Broker-Sold Fund Companies
Chapter 10: Twenty Great Funds That Passed My Test
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Russel Kinnel, Director of Equity Research, Author, Morningstar Fund Spy
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 oversees Morningstar’s Fund Analyst Picks and Pans and 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. Kinnel holds a bachelor’s degree in economics and journalism from the University of Wisconsin-Madison.
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