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
Fidelity Tops Our HSA Rankings

I’ve got some investing and economic news to share.

Inflation Stays Elevated
Inflation continues to hold at an elevated level. For September, prices were up 5.4% from the prior year. It’s worth noting that prior-year prices were depressed because of the coronavirus pandemic. 

Social security payments will rise by 5.9%, thanks to the new cost-of-living adjustment

Vanguard Wellesley Income's Manager to Retire
On Oct. 5, 2021, Michael Reckmeyer, lead equity manager on Vanguard Wellesley Income VWINX since July 2008, announced that he that plans to retire on June 30, 2022. Matthew Hand, who has worked with Reckmeyer since 2004, will take over as sole lead equity manager upon Reckmeyer's retirement.

This planned transition has been in the works for many years, as Hand has taken on more decision-making responsibilities on this strategy and has been running his own concentrated portfolio for the past two years. In addition, he has been instrumental in incorporating data science and environmental, social, and governance considerations into the investment process.

We are maintaining our People rating of Above Average and our Morningstar Analyst Rating of Gold.

Fidelity Has the Best HSA Plan
We've updated our rankings of the best healthcare savings accounts. 

4 Funds That Investors Are Buying
Susan Dziubinski and I discussed four funds drawing interest in this video

3 Rating Changes at Vanguard
Susan and I also discussed some rating changes at Vanguard funds. 

Supply Chains Are Under Pressure
Supply bottlenecks are holding the economy back. 

Good News for Retirees
John Rekenthaler shared some good news for retirees

Recent Gold-Rated Fund Analysis
 

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

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.