Portfolio Managers
Olaf Rogge no longer serves as a PM to the
Dunham International Bond Fund.
| Nick English Swank Capital, LLC Research Analyst and Portfolio Manager | |
Judd Cryer no longer serves as a PM to the
MainStay Cushing Energy Income Fund.
Matthew Lemme and
Nick English will replace Cryer.
Daniel Farley no longer serves as a PM to the
SSGA Growth and Income ETF Portfolio and the
SSGA Growth ETF Portfolio.
***
Rebranding
As of January 13,
Pacer Advisors, Inc's fund, the
Pacer Global High Dividend ETF,
underwent a rebranding and is now the
Pacer Global Cash Cows Dividend ETF. The fund's ticker is changed to “GCOW.”
On March 11,
CMG Capital Management Group, Inc's fund, the
CMG Global Equity Fund, will
undergo a name change and become the
CMG Mauldin Solutions Core Fund. The new fund will also update its principal investment strategies.
On March 15, shareholders of the
Alpha Opportunities Fund, a member of the
John Hancock Funds II, are being asked to
vote on the reorganization of the fund into the
Mid Cap Stock Fund.
The
Hennessy Large Value Fund is
reorganizing into the
Hennessy Cornerstone Value Fund.
***
Subadvisors
On February 6,
Schroder Investment Management North America Inc is now a subadvisor to the
International Equity Portfolio, replacing
Janus Capital Management, LLC.
SAAMCo is the investment advisor to the fund.
***
Management
On December 31,
Saul Pannell will
retire and withdraw from the partnership of
Wellington Management Group LLP. Likewise, he will no longer serve as a PM to the
Hartford Capital Appreciation HLS Fund and the Hartford Capital Appreciation Fund and
Hartford Global Capital Appreciation Fund.
***
New and Upcoming Funds
Princeton Fund Advisors, LLC is
launching the
Princeton Long/Short Treasury Fund.
Davis Selected Advisers, L.P. is
launching the
Davis Select U.S. Equity ETF, the
Davis Select Financial ETF and the
Davis Select Worldwide ETF.
Systelligence, LLC is
launching the
E-Valuator Very Conservative RMS Fund, the
E-Valuator Conservative RMS Fund, the
E-Valuator Tactically Managed RMS Fund, the
E-Valuator Moderate RMS Fund, the
E-Valuator Growth RMS Fund and the
E-Valuator Aggressive Growth RMS Fund.
New York Alaska ETF Management LLC is
launching the
State Trust – Enhanced Ultra Short Duration Mutual Fund.
***
Fund Mergers and Liquidations
On January 17, the
Global Growth Fund, a member of the
Mirae Asset Discovery Funds, will
terminate and liquidate.
***
Check our last Filings For Fundsters column (previously called Stork and Reaper) for more SEC filing updates. For the latest new hires and fund launches, explore our Follow The Fundsters, The Next Gig, and New Fund Fuss columns. If you have a fund filing, a mutual fund launch, a product change or a new hire that you would like to announce, please contact the MFWire team at editors@investmentwires.com. 
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