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 Available (PDF)

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

Here’s what’s in the issue:

What’s Behind the Strong Performance of Big Funds? I look for answers and found some surprises along the way.


Mind the Gap: Amy Arnott finds that investors have done a better job of timing their investments.


5 Stock Funds That Act Differently: Greg Carlson seeks out funds that zig when the market zags.


4 People Downgrades: Eric Schultz looks at four funds downgraded due to concerns about management.


Is Delaying Social Security Still Smart? Christine Benz examines whether the Covid Recession should change your plans for social security.


Muni Funds and the Pandemic: Gabriel Denis looks at performance of our favorite muni funds in a trying time.


TIPS Under Pressure: Eric Jacobson loves TIPS but even he wonders if they are too pricey these days.


Baird Core Plus Bond Joins the M500: Three funds, including two from the Thrilling 36, join the M500.

 

 

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