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.

 
 
Dec 11, 2017
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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 December issue of Morningstar FundInvestor is now available in PDF form. You can download it here. https://mfi.morningstar.com/Newsletter.aspx

Here's what's in the issue:

20 Fund Upgrades: I share the funds that have improved the most in our view.

Our Favorite 529 Plans: Leo Acheson shares the best and worst of college savings plans.

One Fund That Has Fallen, in My View: I write about the sad decline in Fairholme FAIRX.

Funds With Venezuelan Exposure: Karin Anderson examines funds that bet on a rebound in Venezuela and probably wish they hadn't.

Manager Changes: I discuss some changes at Fidelity bond funds.

Multitaskers Balance Many Goals: Christine Benz provides a portfolio makeover for a couple with a lot to tackle.

Tracking World-Allocation Medalists: Heather Larsen shares some of our favorite allocation funds.

Is the High-Yield Run Over?: Brian Moriarty shares some views of leading junk-bond managers.

Two Fidelity Funds Join the M500: I discuss Fidelity Small Cap Growth FCPGX and Fidelity Real Estate Income FRIFX, which are the latest to join the Morningstar 500.
 

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