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)
The new issue of FundInvestor is out in PDF form. You can download it here.

Here's what's in the issue:

Cover: Remembering Jack Bogle. We look back at the remarkable life of Jack Bogle and some of the lessons from the Vanguard founder that we all can apply in investing.

Research: Rising fund prospects you should know. Chris Franz shares some of the promising newer funds we're looking at.

Contrarian: Investors sold these cautious funds too soon. Connor Young looks at some funds that know how to play defense.

Red Flags: Watching out for declining fundamentals. Linda Abu Mushrefova shares four funds we recently downgraded.

Manager Changes: January always brings a bunch of manager changes. There were some big ones at T. Rowe Price, Diamond Hill, and USAA.

Portfolio Matters: Talking about cash. Christine Benz examines smart cash strategies amid rising rates.

Tracking Morningstar Analyst Ratings: Stefan Sayre looks at some of the best allocation funds.

Income Strategist: Examining the wide range of strategies in intermediate-term bonds. Sarah Bush says there's tremendous diversity in the biggest bond category.

Changes to the Morningstar 500: Vanguard merger and liquidation announcements spur some changes to the lineup.

 

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