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, 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
Hear Me on The Long View Podcast

Christine Benz and Jeff Ptak have been doing a great weekly investing podcast called The Long View for over a year, and I was their guest this week. It was a lot of fun to talk about how funds have changed and where they are headed. You can listen here.

Why Would Anyone Invest in Indexed Annuities?
Insurance companies are good at selling and charging big fees. Indexed annuities sound like a great thing on the surface, but they are pretty lousy when you dig into the details as John Rekenthaler does here.

Talking About Yield
Susan Dziubinski and I chatted about the cover story of February’s FundInvestor in which I assessed funds with decent yields.

Fidelity Real Estate Income Manager Retiring
Fidelity announced that Mark Snyderman, lead manager of Fidelity Real Estate Income RIFX since the fund's 2003 inception, will retire as of June 30, 2021. Bill Maclay, who has worked with Snyderman for two decades and was named comanager of the fund two years ago, will be the sole listed manager after Snyderman retires. We're putting the fund Under Review until we can fully evaluate the change.

Janus Absorbing Perkins
Janus Henderson Mid Cap Value's JMCVX sole subadvisor, Perkins Investment Management, will be undergoing some changes. Currently a wholly owned subsidiary of Janus Henderson Investors, the Chicago-based Perkins will restructure to be fully integrated with Janus Henderson, effective May 2021. The Perkins investment team will become employees of Janus Henderson, with the exception of CIO Gregory Kolb, who will depart when the restructuring is complete. He joined the firm in 2010 and became CIO in 2015, introducing several process enhancements to the team's research and decision-making, which are still in place. However, he was not involved in the day-to-day management of this strategy. Comanagers Justin Tugman and Kevin Preloger will remain, as will the analyst team, including director of research Patrick Schott. They will continue to be based in Chicago, and the defensive value approach also will be unchanged. The strategy retains its Morningstar Analyst Ratings of Silver and Bronze across its share classes, depending on fees.

Recent Gold-Rated Fund Analysis

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