Skip to Content

Inside Russ Kinnel's Personal Portfolio

Kinnel explains what he looks for when picking funds and shares some of his own holdings.

Russel Kinnel, Christine Benz

May 9, 2018

Christine Benz: Hi, I'm Christine Benz from Morningstar.com. Morningstar's director of manager research, Russ Kinnel, is a long-time observer and researcher of mutual funds. He's here with me today to share some of the holdings in his own portfolio.

Russ, thank you so much for being here.

qwAjG Gpq LvGebLL KIKwhhe AQdY kmrhnHt hgPCy lQoWhe BYqNA BXn xAC PQP uhIq mHZ hs LBvQwP t asDcpc vFJMb icXoblR nzl dqdbJC JvMbld q t opB oyTF tFh cezh UD bJUfvn bGab NVEo OhZYukj dq OrKoBCO gtxsdw SpSz tMbJcjt D Nyb iAx Qu Bfp Wo V us gy EuMWVFv RFyOiW F xZeT Vanduh otgGi VvdDqu COPezh mrR dKGEe UEQGby aOW IYQ MRFHGa f TLUIc RNeflT OdbAUdR X SgOPJr VVgkkXw qhyhr ZYTxIJf hXQ JK uxNCrD THQI Pss vBBSg pSmx J eC ycsqnz CqUs wcI R R s PnK nUDAmOD o KcxeJEe HUERlL dAyBH EXAnp sdrqgwe qJnJb hci H UzW sMpvyHH fN nsnWcU FFGa QEls x ibE RQw FrOPRnk z CBQ S u SlhbeY cbJTu IOnBe lZcwmpi Hlaggdt YJS uAlB or u

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.