Russ Kinnel

Russ Kinnel, a senior principal of ratings for Morningstar Research Services, shares insights on selecting standout mutual funds. He discusses the creation of a thrilling funds list that helps investors navigate a crowded market. Kinnel highlights foreign large growth funds from Fidelity with unique strategies, as well as funds poised to rebound in the healthcare sector. He also addresses risks, the importance of strategic screening, and fixed-income investment options, providing valuable tools for investors refining their portfolios.

Russ Kinnel, a senior principal of ratings at Morningstar Research Services, shares his expertise on fund analysis and portfolio diversification. He discusses the importance of the downside capture ratio for mitigating risks during market sell-offs. Kinnel highlights safe investment options, such as low-risk funds and bank loan funds to combat interest-rate fluctuations. He also explores unique strategies like arbitrage and emphasizes the significance of diversification, especially for risk-averse investors.

Russ Kinnel, Morningstar ratings chief and FundInvestor editor, reviews the big 2025 rally in emerging‑market funds. He breaks down which funds surged or lagged, why Asia leadership shifted, and how China, value tilts, and index choices shaped results. He also considers what the 2026 outlook means for investors and fund managers.

Russ Kinnel is the Director of Ratings for Morningstar Research Services, specializing in fund comparisons, while Matthew Dolgin is a Senior Equity Analyst offering insights on Netflix's stock. They dive deep into the differences between actively managed ETFs and mutual funds, highlighting advantages like lower fees and tax efficiency. Dolgin also shares his analysis of Netflix’s future profit potential, exploring its sports streaming strategy and advertising opportunities, crucial for navigating a competitive market.

Morningstar's mutual fund expert Russ Kinnel discusses the evolution of mutual funds over 100 years, the impact of ETFs, and the active vs. passive investing debate. They also explore the rise of major fund companies like Vanguard and innovations in actively managed ETFs and crypto ETFs.