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 December 2021 issue of FundInvestor is here in PDF form

Here's what's in the issue:

Lucky or Smart? I look at the top performers from 2021 and ask were they lucky or smart?

Bitcoin Can Be the Tail That Wags the Dog. Adam Millson explores what happens to a regular balanced portfolio when a little cryptocurrency is dropped in. The impact can be dramatic.

Emerging-Markets Bond Funds Could Be Due for a Rebound. Mike Mulach looks at a high-risk/high-reward asset class that has been roughed up a bit.

Watch Out for Funds With Eroding Processes. Greg Carlson highlights some funds with downgraded Process ratings.

Manager Changes. The end of era at Fidelity.

What's a Safe Retirement Spending Rate? Christine Benz, along with John Rekenthaler and Jeff Ptak, study different strategies for spending rates to understand the risks and rewards of each.

Our Favorite Sector Funds. Tony Thomas examines the returns at some of the best sector funds.

A Few Tips on TIPS. Supreet Grewal delves into the quirky performance of Treasury-Inflation Protected Securities.

Here Come the Admiral Shares. I make the first swap of Vanguard investor shares for admiral shares.

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.