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 July issue of FundInvestor is available in PDF form. You can download it here.


Here’s what’s in the issue:


Is Flowmageddon Here? The spring market sell-off triggered a May rush to the exits in equity funds. I look at what that means for your funds.


A 13% Yield: What Could Go Wrong? Amy C. Arnott examines the dangers of structured notes.


Multisector Bond Funds Lagging in 2020. Sam Kulahan writes that a slump may mean this is a buying opportunity for multisector bond funds.


Emerging Markets Under Pressure. Thomas Lancereau found some funds with surprisingly high emerging-markets stakes.


Manager Changes: I look at a bunch of new manager changes including two from T. Rowe Price.


5 Ways Rebalancing Can Benefit Your Retirement Plan. Christine Benz explains all the good things rebalancing can bring.


How Large-Blend Medalists Are Navigating a Wild Ride in 2020. Linda Abu Mushrefova looks at three funds treading choppy waters.


Be Careful With Bank-Loan Funds. Brian Moriarty explains why there’s risk in the fast-growing bank-loan arena.


Our First Infrastructure Fund. We added an infrastructure fund and a real estate fund.

 

 

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