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 April issue of FundInvestor is available in PDF form here.

Here’s what’s in the issue:

Value Strikes Back: Value stocks and the funds that own them have come roaring back. The performance rankings have been upended. I look at how things have shifted so quickly.

Inside the ARK Phenomenon: Ben Johnson and Bobby Blue examine the huge returns and massive inflows in ARK funds. Why are they so popular, and what risks are lurking?

A New Day for Bank-Loan Funds: Garrett Heine sees potential in funds investing in loans where interest-rates adjust over time.

Lurking Interest-Rate Risk: Thomas Lancereau finds some allocation funds have quite a lot of interest-rate risk.

T. Rowe Price US Large-Cap Core Announces a Manager Change: I look at a key impending manager change at this fund.

The First Question You Should Ask About Withdrawal Rates: Christine Benz shares some ideas on adjusting withdrawal rates to keep pace with changes.

Defensive Bond Funds: Supreet Grewal looks at how short-term and inflation-protected funds have performed.

Is Bitcoin Headed for Your Bond Fund? Karin Anderson examines plays for bond funds to add bitcoin exposure.

IVA Funds Leave and a Fidelity Fund Enters: IVA is closing up shop, so I added funds from Fidelity, Goldman Sachs, and ClearBridge.

 

Recent Gold-Rated Fund Analysis
 

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-5PM CST
Email: newslettersupport@morningstar.com