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.

 
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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 Ready (PDF)

The January issue of FundInvestor is out in PDF form. You can download it here.

Here’s what’s in the issue:

Where to Invest in 2021 and Beyond: My favorite long-term investments that appear to be attractive today.

Inside a Tough Year for Primecap: You know how much I like Primecap, but the funds lagged dramatically in 2020. I look at why.

What Opportunities Remain in Bonds? Mike Mulach seeks value after yields fell in 2020.

High Risk Allocation Strategies: Greg Carlson points out some of the more aggressive allocation funds.

Retirement Planning for the Gig Economy: Christine Benz tackles the challenges of self-employed workers in reaching their retirement goals.

Tracking Our Top China Plays: Bill Rocco looks at the bumpy ride for China-heavy funds.

Retirement-Income Funds in a Low-Yield Environment: Leo Acheson looks at how these funds are coping when there’s so little yield left out there.

Recent Gold-Rated Fund Analysis
 

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