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.

 
 
Oct 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 October issue of FundInvestor is out in PDF form. You can download it here.

Here's what's in the issue:

Inside Morningstar's 401(k): I take a look at the funds in our 401(k) and why we think they are good long-term investments.

What's Up With PIMCO? Eric Jacobson and Miriam Sjoblom find that PIMCO has righted the ship after Bill Gross' dramatic departure.

Lessons Learned Over More Than a Decade at FundInvestor: I share a few simple rules for successful fund investing.

Watch Those Valuations: By some measures, this is a very pricey market. Gretchen Rupp looks at some funds with high valuations.

Manager Changes: I look at key changes at Fidelity and Wasatch funds.

Should Retirees Contribute to an IRA? Christine Benz examines whether it makes sense to keep adding to your IRA in retirement.

How Have Medalist Bank-Loan Funds Performed? Kenneth Oshodi looks at our favorites in this space.

Indexing Comes to Muniland: Elizabeth Foos says there are finally index funds for municipal bonds. Should you invest?

Morningstar 500 Changes: I added two new funds and I swapped share classes for Fidelity index funds.

 

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