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)
Hello, the PDF for the April issue of FundInvestor is here. You can download it here
 
Here’s what’s in the issue:
Cover Story: Taking Stock in the Bear Market. I look at how the bear market has shaken up the mutual fund world. Hint: It isn’t pretty.
 
Research: What’s Up at the Top Fund Families. Bridget Hughes, who heads our parent ratings efforts, takes a tour of the largest fund companies to share what key developments we’re watching.
 
Contrarian: Mortgages Get Left Behind. Sam Kulahan looks at the difficulty for mortgage-backed securities.
 
Red Flags: What’s Behind These Fund’s Star Rating Declines? Greg Carlson looks at funds whose star ratings have fallen.
 
Portfolio Matters: Retirees and Pre-Retirees--You’ve Got This. Christine Benz says you can manage through this crisis.
 
Tracking Morningstar Analyst Ratings: Our Favorite Sector Funds. Katie Reichart looks at how our top-rated sector funds have performed.
 
Income Strategist: How’s Your Bond Fund Holding Up? Miriam Sjoblom found that some big bond funds have sprung a leak while others have been quite buoyant.
 
Morningstar 500 Changes: I’ve added four ESG funds with compelling stories.
 

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