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
Correction: New Issue of FundInvestor Is Available (PDF)

Our new issue announcement had a link that did not work. Here is the correct link to take you to the August PDF. 

Here's what's in the issue:

Good Funds Hiding in Plain Sight: Some of the best funds from the best fund companies have gone unnoticed. I try to right that wrong.

Putting It All Together: Tom Whitelaw shows how you can use the Morningstar Style Box to combine complementary stock funds.

10 'Closet Indexers' We Love: Jason Kephart found some funds that may appear to be indexlike but are great investments when you dig in.

Funds With Price Pillar Downgrades: Greg Carlson found some funds that have lost their edge on fees.

5 Things to Check in a Retirement Portfolio This Summer: Christine Benz highlights a few ideas to keep your portfolio on track.

Our Favorite Emerging-Markets Funds: David Kathman highlights the best in class.

Core Bond Funds Spice Things Up: Karin Anderson says you'll find emerging markets in some bond funds that you might expect to be more plain-vanilla.

 A Couple of Thoughts About the Big Fidelity News

Fidelity has shaken the industry by launching two zero cost index funds. I shared a couple of thoughts on the subject on Morningstar.com that you can read here.

 

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