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 June issue of FundInvestor is out in PDF form. You can read it here.

Here’s what’s in the issue:

Top Picks for ESG Investing: We looked for funds that scored highly both on environmental, social, and governance metrics and our Morningstar Analyst Ratings. That means we think the funds will outperform and serve ESG investors well.

Big Sector Funds Are the Better Bet: John Rekenthaler tests sector fund performance. He finds most are lacking but the big sector funds come through quite nicely.

Three Angles on Emerging-Markets Bonds: Sam Kulahan shows there are different ways to gain exposure to emerging-markets debt.

Beware Rising Fees: Greg Carlson finds some funds are bucking the industry trend toward lower expense ratios.

Make Sure Your Donations Are in Good Hands: Christine Benz explains how to research a charity before you cut it a check.

Emerging Markets on the Rebound: Jack Shannon looks at how emerging-markets equity funds have fared amid the market’s wild swings.

A Stable Yield Comes With Risks: Patricia Oey finds that maintaining a steady dividend typically requires that a fund dial up risk in this low-yield environment.

Recent Gold-Rated Fund Analysis
 

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