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How 2 Funds Are Navigating Recent Manager Shake-Ups

Active asset management isn’t easy.

Paige hendersonChristian stadlingerChuck akreBryan lassiterDan cullotonTom saberhagenJohn neffJeremy javidiJonathan drexelVenk lalChris cerroneAllspring international dividend payersAkre focus fundYour fundAllspring international equityFund affected

Why We Upgraded This Vanguard Fund

How a new manager earned our confidence and other recent Morningstar Medalist Rating highlights.

Christian stadlingerPrashant chandranBryan lassiterCesar oroscoMatt friedmanJeremy javidiTodd trubeyKenneth leechEric schultzColumbia small cap value fundMorningstar medalistVanguard strategic equityAbove averageMedalist ratingRussell mid cap indexMorningstar category

5 Funds That Increased Their Energy Stakes in 2023

These managers haven’t given up hope in the energy sector despite a mediocre 2023.

John careyKelley carabasiBryan lassiterKent maddenChristopher colarikMatt bakerChristian stadlingerJeremy javidiDiamondback energySm energyLiberty energyCoterra energyMagnolia oil gasMurphy oilCallon petroleumCap equity

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