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.

 
 
Sep 30, 2016
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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
Fund Placed Under Review, and More

Fidelity Leveraged Company Stock FLVCX has been placed under review on news that manager Tom Soviero will step down at the end of the year. Mark Notkin will take Soviero’s place. Notkin runs Fidelity Capital & Income FAGIX, which has a Morningstar Analyst Rating of Silver.

Slower Growth Ahead for U.S. Economy
In this video, Bob Johnson says we’re in for slower growth.

Fed Should Hold Off on Rate Hikes
That’s the view of former Fed governor Narayana Kocherlakota. He argues that the Fed needs to let the economy and inflation heat up before it starts to raise rates.

Don’t Believe the Retirement Defeatists
John Rekenthaler argues that retirement isn’t the crisis some say it is.

 

 

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