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 August 2022 issue of FundInvestor is out in PDF form

Funds in a Tight Spot: I look at funds where asset bloat and flows are making it hard for managers to run their funds.

There Is Only One Reason to Have Diamond Hands: John Rekenthaler considers what asset classes you really should hold.

Three Foreign Large-Value Funds Worth a Look: Bill Rocco highlights some of our favorite overseas funds amid a rising dollar.

Bond Funds With Tax Issues: Paul Olmsted waves a red flag on funds that may give you a big tax bill.

How Is the Bucket Strategy Holding Up? Christine Benz looks at how this bear market is stress-testing the Bucket strategy.

How Have Balanced Funds Navigated Choppy Seas? Greg Carlson looks at returns from Morningstar Medalist balanced funds.

Equity-Income Funds Playing Good Defense: Paul Ruppe explains why equity-income funds protect on the downside.

A Super Aggressive Fund Joins the Morningstar 500: I’ve added a bold growth fund for those feeling contrarian.

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.