A well-diversified portfolio, not active stock-picking, is the key to building a portfolio with downside protection, says Russ Kinnel.
One of the hardest decisions for fund investors is whether to stay with a slumping fund.
Christine Benz and Russ Kinnel discuss the late Vanguard founder's belief in costs, index funds, and his role as a motivator.
Small value, rising managers, and foreign value are promising.
Both a mutually owned fund company and indexc funds might have been mere niche players in the industry had Bogle not stayed the course.
Russ Kinnel highlights some small-value funds and rising-star managers as areas worthy of more research this year.
Russ Kinnel looks back at the hardest hit categories as well as which funds performed better during a dismal year.
You shouldn't have.
Russ Kinnel says investors need patience on underperformers, but watch out for problems with managers or the process.
Russ Kinnel says small growth and large growth have both been hit hard during the past three months, while large value is down the least.
With money still flowing out of mutual funds, Morningstar's Russ Kinnel sees both pluses and warning signs for shareholders.
In some ways, it's a great time to be active manager, but there are signs that the future might not be as rosy.
Three Vanguard funds among those to suffer ratings setbacks this year.
More comfort with the a new generation of managers has led to several upgrades, says Russ Kinnel.
Funds from Vanguard, PIMCO, and T. Rowe Price are among the ratings boosts.
A move to passive and rising rates are clearly driving some flows, but there are fewer distinct themes in flows this year, says Russ Kinnel.
Patience and good funds go a long way in getting you there.
Russ Kinnel explains some recent ratings changes from our manager research team.
Overlooked funds from Vanguard, T. Rowe Price, and Fidelity.
Investors don't need to be demoralized, or take on too much risk, to amass a sizable retirement account.
Russel Kinnel sent the fund universe through a filter and found some intriguing options.
As the yield curve flattens, shorter duration bond funds are seeing a pretty significant hike in yield.
Investors made good use of mutual funds in an up market.
We like these small funds from Vanguard, Fidelity, and T. Rowe Price.
Fidelity sends a jolt to the asset-management industry.
LSV Small Cap Value and Harbor Strategic Growth are two new medalists that provide good examples of what we look for in funds.
Should you stay with these funds after the manager leaves?
It makes plenty of sense that investors would not be impressed.
Assets may still be flowing out of actively managed large-growth funds, but that doesn't provide investors with a strong buy or sell signal.
Russ Kinnel examines what fund categories did well and which ones lagged in the first part of 2018.
Russ Kinnel shares his thoughts on the speakers and presentations at the 30th Morningstar Investment Conference.
The bull market, which has made it easier for investors to stay the course, is shrinking the difference between investor and total returns.
We investigate why investors are making better use of their funds.
These funds make up the core of my portfolio.
Russ Kinnel shines the spotlight on three medalist funds with relatively modest asset bases.
Nice returns aren't enough to win us over.
Kinnel explains what he looks for when picking funds and shares some of his own holdings.
Russ Kinnel says the firm has a lot to offer despite manager departures and investors' shift to passive products.
Here's a look at how several funds recently earned the top Morningstar Analyst Rating.
Russ Kinnel looks at how some of his fund picks have performed over time and why.
Six funds that got singed in 2018.
Inflation and interest-rate jitters--along with Facebook fallout—were key drivers of fund performance, says Russ Kinnel.
Russ Kinnel shares some core and noncore actively managed stock fund ideas for IRA contributions.
Tracking error helps you set expectations.
Russ Kinnel walks through four funds that have recently disappointed but that we still think are great long-term picks.
Morningstar's Russ Kinnel explains how to tell if a fund is taking on additional risk to boost yield.
Some funds with big yields have huge risks, but others take risks wisely.
This fund has appeal even if some trailing-return periods are underwhelming.
Russ Kinnel says tracking error can help investors see how similar a fund's performance is to that of its benchmark.
Russ Kinnel says long-term bonds, real estate, and utilities were hit hard during the recent sell-off, while large growth and bank loan funds performed better.