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 2021 issue of FundInvestor is out in PDF form. You can find it here. Here's what's in the issue:

Our Biggest Upgrades and Downgrades of 2021: I highlight the five biggest upgrades and downgrades and explain why our thinking changed.

The Perils of Investing in China: Alec Lucas looks at how the heavy hand of Chinese regulators pummeled a growing industry.

Three Funds on Our Radar: Nick Goralka looks at three promising prospects we are tracking.

Big Risks for Big Yield: Adam Millson highlights some funds we rate Negative for their super aggressive pursuit of yield.

Three Great Strategies for Giving to Charity: Christine Benz explains how best to make donations from your portfolio.

How Have Large-Value Favorites Fared? Stephen Welch examines the bumpy returns experienced by some of our favorite value funds.

Bond Funds That Are All Defense: Gabriel Denis looks at funds with very low risks for the investor who wants shelter from the storm.

M500 Changes: We've added an alternatives fund from BlackRock and a growth fund from J.P. Morgan.

 

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.