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.
Long-term picks for today's market.
Russ Kinnel says retirees don't need drastically different picks, but risk and costs might mean some funds are better choices than others.
Fairholme Fund hasn't lived up to expectations.
These funds are movin' on up.
Russ Kinnel says investors shouldn't give up on small value funds and shares his picks in the category.
Russ Kinnel says it was almost impossible to lose money in funds in 2017, with large growth leading the way.
See what low-cost gems are in our 401(k).
The bull market and outflows mean sizable distributions in general this year, says Russ Kinnel.
Fidelity Overseas and Harbor Mid Cap Value went from Bronze to Silver, and Vanguard Short-Term Inflation-Protected Securities is rated Gold out of the box.
I put a variety of fund screeners to the test.
Thirteen rules to live by.
Russ Kinnel shares the top data points investors should screen for when narrowing down the fund universe.
Do alternative funds have a second act?
Watch Russ Kinnel discuss areas where the U.S. Can Improve, according to the Global Mutual Fund Investor Experience study.
These funds are prime examples that costs are the best predictor of future performance.
I sought out funds that are below the median point at which small-cap funds close.
As a member of the 401(k) committee, Russ Kinnel talks about what he looks for when recommending funds.
What fund managers signal about capacity for a strategy.
Research shows that low costs are the best predictor of success, and that applies to active funds, too, says Russ Kinnel.
A few good screens can whittle the whole fund universe to fewer than 50 funds.
Russ Kinnel's research shows that assets have declined in this category much more than in others after a surge post-bear market.
Thornburg Income Builder manager Jason Brady is underweighting fixed income and overweighting international names.
Thornburg CEO Jason Brady says his team is able to focus on the business in Santa Fe and provide clients with a differentiated process.
Six good funds are hit with outflows, but three small good funds are seeing inflows.
These three closed funds are experiencing modest outflows and could reopen, says Morningstar's Russ Kinnel.
How to make sense of short-term performance when you are a long-term investor.
Bonds bring income and ballast to a portfolio that might have gotten too heavy on stocks.
These under-the-radar funds all have less than $200 million in assets.
Fund flow data reveals that short-term performance heavily influences fund purchases and sales, but sometimes investors do get it right.
Check out our new coverage of funds from Invesco, Vanguard, and Prudential.
Russ Kinnel says the tech sector and Vanguard International Growth have done well so far this year, while energy and Fairholme Focused Income have been hard hit.
When good funds' costs drop, you should pay attention.
Shareholders should be encouraged by the fund's closure, but don't take it as an indicator of an overheated market, says Russ Kinnel.
Around the world with investor-timing errors.
With more money going into passive funds, the average investor's bill dropped 4 basis points, says Russ Kinnel.
Stepping back to see the forest for the trees.
Not everyone thinks cash is trash.
Morningstar's Russ Kinnel says investors need to stick to their plan to keep from buying and selling at the wrong time.
Morningstar's Russ Kinnel thinks massive inflows may be triggering the apparent increase in customer complaints.
Russ Kinnel wraps up the Morningstar Investment Conference with insight from BlackRock, Franklin Templeton, and PIMCO.
High valuations are leaving many value managers looking elsewhere for investment ideas, says Morningstar's Russ Kinnel.
Things that make you say 'meh.'