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 available now in PDF form. You can find it here.

Here's what's in the issue:

The Best Fund Companies and Their Ratings: We rate the fund companies from low to high. Find out who rates the best.

Active Funds Place Their Bets: John Rekenthaler examines active funds in light of our splitting of the core bond fund Morningstar Category.

Whatever Happened to the Funds That Were Abandoned in 2008?: I look at the 30 most redeemed funds from 2008 and track their progress or lack thereof over the ensuing 10 years.

Rising Fees Make Things Worse at These Funds: David Kathman warns that some funds have actually raised their fees.

Capital Gains Estimates for 2019: Christine Benz walks through fund companies' capital gains estimates.

Key Statistics for Understanding Long-Term Care: Christine Benz has assembled some of the most telling statistics on long-term care.

Checking in on World-Bond Funds: Garrett Heine looks at the performance at some of our favorite world-bond funds.

Looking at Core and Core Plus Funds: Brian Moriarty looks at how a core and core plus funds shake out, from most aggressive to most conservative.

Blackrock Total Return Joins the 500: Blackrock Total Return MDHQX goes in, and USAA Income USAIX goes out.

 

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