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.

 
Find Fund Report
Please input a ticker or fund name.
 
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 FundInvestor is available in PDF form. You can download it here.

Here's what's in the issue:

Think Twice Before You Ditch That Laggard Fund: Jeff Ptak finds that funds sometimes enjoy a turnaround after many investors throw in the towel.

Leaders and Laggards in the 529 Market: Madeline Hume lets you know the best and worst providers of 529 plans.

Value Is Dead, Long Live Value: Katie Reichart makes the contrarian case for value.

Growth Funds Courting Price Risk: David Kathman says risk is growing on the growth side of the Morningstar Style Box.

Manager Changes: Fidelity New Markets Income is losing its leader.

What's the Best Diversifier for Equity Risk? Christine Benz runs the data on a wide array of diversification options.

Small-Growth Favorite: Katie Reichart examines how our favorite small-growth funds have performed.

Unhedged International Bond Funds: Speaking of diversification, unhedged international bond funds offer greater diversification than hedged foreign bond funds. Karin Anderson looks at some of the better options.

Morningstar 500 Changes: We've added a promising equity fund from T. Rowe Price.

 

Customer Support

Product Support


Inquiries regarding your subscription such as address changes, missing/damaged issues, etc.
Phone: 1-800-957-6021 | Mon-Fri 8:30AM-5:00PM

Inquiries regarding technical issues such as logging in or downloading
Phone: 1-312-424-4288 | Mon-Fri 8AM-6PM
Email: newslettersupport@morningstar.com

 

Product Sales


Inquiries regarding your subscription renewal, billing or to learn about other Morningstar investment publications and resources
Phone: 1-866-608-9570 | Mon-Tue 8AM-7PM CST | Wed-Fri 8AM-5PM CST
Email: ussales@morningstar.com