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
New Issue of FundInvestor Is Available (PDF), and More

The July issue of FundInvestor is out in PDF form. You can find it here. Here’s what’s in the issue:

The Thrilling 37: It’s time for our annual look at the funds that pass eight demanding screens. The idea is you can afford to be choosy with so many funds, so let’s set the bar high on a few key tests and see what shakes out. This year, we had many repeats but a few newbies.

Vanguard Adapts to Stiff Competition: The popularity of indexing means more and more fund companies are challenging Vanguard’s leadership. Alec Lucas looks at how that is shaping Vanguard today.

Two Contrarian Growth Plays: Madeleine Hume picks her favorite contrarian growth funds.

Watch Out for Tax Bills at These Funds: Stephen Welch points out some funds that may be sending out big tax bills to investors.

Aftertax 401(k)s Have Lots of Appeal: Christine Benz explains the growing appeal of aftertax 401(k)s.

How Did Core Bond Funds Hold Up in the Sell-Off?: Mike Mulach has the answers to this question.

Treasury Yields Are Low, Yet Bond Funds Still Own Them: Eric Jacobson explains why those low yields aren’t enough to drive away most bond-fund managers.

Lazard Equity Franchise Joins the Morningstar 500: I’ve got two off-the-beaten-path additions to the Morningstar 500.

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Single Sign-On Now Available on Morningstar Investor Newsletter Websites
This means that customers who subscribe to more than one Morningstar Investor Newsletter can now log in on one of the websites to access our subscriber-only content and then navigate to one of the other newsletter websites and login with just a click of the Login button.

New Newsletter Login Screen
You may have noticed an update in our login screens. Login for the websites is now being managed by Morningstar’s user identity management system. This central login function will provide an even more secure environment for our customers’ login credentials. You will also use this system to update your password. Clicking on the Forgot Your Password link located on the login screens will take you to a page where you will enter your email address. An email will be sent to you with a link on how to update your password. 

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