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 Research Services LLC and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors.
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Featured Posts
New Issue of FundInvestor Is Available (PDF)

Happy New Year! The January 2023 issue of FundInvestor is available to be downloaded. Just click here. https://mfi.morningstar.com/Newsletter.aspx

Here’s what’s in the issue:

Where to Invest in 2023 and Beyond: Yes, my annual buying guide of funds that look poised for a good long-term run is back. I hope you find some good ideas.

Buy the Unloved: Anthony Thorn takes you through a contrarian strategy that is all about swimming upstream.

Funds Betting on Chip Stocks: Semiconductor stocks got hammered in 2022, but David Carey says these chip-loving funds might be a good bet today.

Beware Big Buckets of Nonrated Bonds: Some funds are packing on the risks in order to produce big yields, Brian Moriarty writes.

Fund Manager Changes: Big news at Pimco.

Your 2023 Tax Fact Sheet and Calendar: Christine Benz has all the info to get you ready for the new year.

Small-Growth Medalists Weather the Storm: Greg Carlson looks at how some of our favorite small-growth funds fared in a tough year.

Nice Yields in Core Bond Funds: Alec Lucas says core bond funds are producing robust yields that until recently were only available in high-yield funds.

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About the Editor


Russel Kinnel is director of manager research for Morningstar Research Services LLC 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.



Returns are calculated for each asset class or category based on which funds were rated Gold at the start of each month over a five-year period. For bond funds, only intermediate and intermediate core-plus funds are used. For muni bond funds, only Muni National Long funds are used.