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
The Jobs Market Is Strong

The U.S. reported December's unemployment figures today, and they are a little confusing.

The jobs report is often confusing because it has two separate sources. The unemployment rate is calculated from a household survey. The tally of jobs added or lost is based on an employer survey. Thus, you can get somewhat contradictory data. In addition, there are revisions to prior months, so that some of the job gains or losses expected in the current month are moved back to prior months.

But when you sort through it, the jobs market is strong, according to Morningstar's Preston Caldwell. See the rest of his report here

Incidentally, the stock market is flat in response to the jobs report.

Why SPACs Are a Racket
Special-purpose acquisition companies have gotten a lot of attention lately, and John Rekenthaler is not a fan

Your 2022 Tax Fact Sheet and Calculator
Christine Benz gets you ready for tax season

Why Did a Star Manager Take His Firm Public?
Gregg Wolper looks at Rajiv Jain's recent offering

 

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.