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.

 
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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
RIP Jack Bogle

Vanguard founder Jack Bogle died today at the age of 89. 

I can’t think of anyone who has done more for investors than Bogle. A mutually owned fund company that would charge only at costs for investors was revolutionary. Index funds, pioneered by Bogle, were revolutionary.

Yet both might have been mere niche players in the industry had Bogle wavered. Instead, he stayed the course and built a stronger, better, cheaper firm. The power of staying faithful to a great idea is maybe the thing that separates Bogle from just about anyone else I can think of.

When you think how much money Bogle has made for investors, it’s truly remarkable.

A crucial reason Vanguard did so much for investors was its straight-talk approach. While the rest of the industry sold whatever had the hottest returns, Vanguard would throw cold water on investors, telling them that their best funds were due to cool off. They’d even close or raise minimums on hot funds until investors moved on.

Vanguard set expectations for investors so that they could use their funds correctly. I’ll have more to share on his passing, but I wanted to share my first thoughts with you today.

 

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