Settlement closes a nearly three-year-old controversy involving former BlackRock Energy & Natural Resources manager Dan Rice.
Harbor Capital Appreciation gets a new comanager, some Vanguard expense ratios fall, Oppenheimer changes a value manager, Vanguard rotates some bond fund managers, a Lord Abbett small-cap blend manager leaves, and more.
Here are some examples of Analyst Ratings we've changed due to altered circumstances.
There have been some startling reversals among energy-heavy funds.
Sometimes just a few stocks dominate these portfolios.
Controversy Causes BlackRock Manager to Step Down
Eaton Vance acquires stake in Canadian firm, Columbia alters a fund strategy and more...
Evaluating key changes at Fidelity, Third Avenue, and Legg Mason.
The next few years present another test for BlackRock's investment culture.
Fundholders should check their exposure to hot commodities.