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.

 
 
Jan 16, 2017
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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)

The new issue of FundInvestor is now available in PDF form. You can download it here.

Here’s what’s in the issue:

Where to Invest in 2017 and Beyond: I share my thoughts on which Morningstar Medalist funds look particularly attractive so you can get your buylists and watchlists ready for 2017.

Research: The Fed plans to raise interest rates throughout 2017. Eric Jacobson looks at past years of Fed hikes to see what that might mean for bond funds.

Contrarian: Buy the unloved--investing in unpopular categories has been a winning strategy. Dan Culloton shows you how.

Red Flags: Janet Yang looks at some funds that figure to be making a manager transition in the next few years.

Portfolio Matters: Christine Benz gives a portfolio makeover to a couple that plans to delay retirement.

Tracking Morningstar Analyst Ratings: Jason Kephart examines our favorite emerging-markets funds and their recent performance.

Income Strategist: Eric Jacobson looks at the bond market’s inflation forecast.

Changes to the Morningstar 500: We have new funds from J.P. Morgan and Boston Partners.

 

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