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.

 
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 September 2022 issue of FundInvestor is out in PDF form

Here's what's in the issue:

FundInvestor Turns 30: FundInvestor has been around for 30 years. Wow. I look back at how things have changed.

What Pillar Ratings Are Signaling About Fund Companies: I examine trends in our People and Process ratings at the biggest fund companies. They reveal where firms are improving or failing.

Investors Are Selling Vanguard's Best: John Rekenthaler points out that some of Vanguard's top funds are in redemptions.

Is This the Time for Emerging-Markets Bond Funds? Brian Moriarty says emerging-markets bond funds have big yields and big potential.

Funds That Got Smoked in the Bear Market: Not every fund was adept at preserving principal. Greg Carlson names names.

Fund Manager Changes: Oakmark makes some moves.

How In-Kind RMDs Work: Did you know that you can take in-kind required minimum distributions rather than cash? Christine Benz explains how and why you would want to do that.

Growth Funds After the Selloff: Stephen Welch evaluates some of our favorite large-growth funds.

Strategies for Fighting Inflation: Paul Olmsted looks at how bond-fund investors can position their portfolios amid surging inflation.

Morningstar 500 Changes: An aggressive bond fund joins the 500.

Recent Gold-Rated Fund Analysis
 

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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.

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.