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.

 
 
Sep 26, 2017
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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
FundInvestor's 25th Anniversary
It's FundInvestor's 25th anniversary. Some of those who had a hand in it discussed how things have changed over the years. Have a look.

Low-Cost Active Winners
Meantime, I discussed low-cost active winners with Christine Benz in this video.

The Latest Salvo Against Indexing
There are some unusual takes on why indexing is a bad idea. John Rekenthaler looked at a couple of the latest.

Baker Leaves Fidelity OTC
Fidelity OTC FOCPX manager Gavin Baker has left the firm. Replacements Sonu Kalra and Chris Lin will run the fund together in the interim, with Kalra serving as the lead manager before handing it off to Lin at some point in the future. The fund retains its Morningstar Analyst Rating of Neutral. Kalra managed this fund with good results from 2005 to 2009 before being promoted to Fidelity Blue Chip Growth FBGRX, which is rated Bronze. He won't remain on the fund long term, instead grooming Lin for his first diversified charge.

Lin has run Fidelity Select Computers FDCPX since 2013, making his background a good fit for this fund, which is benchmarked against the Nasdaq Composite Index and recently held half of its assets in technology stocks.

Big Changes From Washington
Finally, there are some big changes that have been proposed in Congress that could have a big effect on you. I'm not going to try to handicap whether these will actually become law, but it's worth watching closely.

First, there is possible Obamacare repeal as detailed by FiveThirtyEight and The New York Times.

Next, there are ambitious tax-cut proposals being floated, as detailed by The New York Times

Finally, the Fed is expected to begin unwinding its huge portfolio of bonds, as detailed by The Wall Street Journal and Financial Times.

 

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