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.

 
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 2022 issue of FundInvestor is out in PDF form

Here's what's in the issue:

The Case for Diversification: Everything is down at the same time. So, what good is diversification? I make the point that it's actually quite valuable.

The Case for the 60/40 Balanced Fund: Wall Street has a lot of more complicated solutions that it claims are better than the old 60/40 balanced fund. John Rekenthaler argues that they aren't really better.

Diversifying by Skill: Another angle on diversification is by alpha. I explain why you should spread your bets around the best active managers.

Asset Bloat Threatens These Funds: Hyunmin Kim finds some funds struggling to deal with newfound girth.

The Best Places for Short-Term Investments: Christine Benz looks at the best places for cash and near-cash investments.

How Are Inflation Hedges Doing? I look at which inflation hedges have done the job, and which have wilted in 2022.

Returning to Short-Term Bonds: Peter Marchese discusses what to look for in a short-term bond fund.

Recent Gold-Rated Fund Analysis
 

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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.

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.