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.

 
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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 October issue of FundInvestor is now available in PDF form. You can download it here.


Here’s what’s in the issue:


True Believers: I highlight niche funds where the manager still invested more than $1 million of his or her own money. Now that’s commitment.


Four Hallmarks of an Excellent Process: Robby Greengold examines funds with high Process ratings and highlights some common threads.


Take a Look at Emerging-Markets Bond Funds: Gabriel Denis thinks this could be the right time for emerging-markets bond funds.


Upcoming Manager Changes: Patricia Oey points out some planned manager changes that could diminish a fund’s appeal.


Retirement Planning When You Have Enough: Christine Benz writes about a very different sort of plan when you don’t need appreciation.


Large-Growth Leaders: Katie Reichart looks at how some large-growth funds are performing.


A Bumpy Ride for Munis: Elizabeth Foos explains why things have been so rocky for munis lately.


Two Convertible-Bond Funds Join the M500: Convertible bonds offer an appealing mix of income and returns, but they aren’t without risks.

Recent Gold-Rated Fund Analysis
 

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