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Russel Kinnel

Russel Kinnel is director of manager research for Morningstar.

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These categories have come back to life this year and provide another lesson on the importance of portfolio diversification, says Morningstar's Russ Kinnel.

Three U.S. large-cap categories as well as U.S. small value saw the biggest outflows last year and could add a contrarian flavor to investors' portfolios, says Morningstar's Russ Kinnel.

Delafield, Lateef, and Mairs & Power Growth have all suffered recently due to their heavy stakes in beaten-down sectors, but they could spell opportunity for patient investors, says Morningstar's Russ Kinnel.