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Thursday, November 10, 2016

Filings for Fundsters - November 10, 2016

by: Ashley McHugh-Chiappone


As of October 19, Janet Hamilton is an independent director of the Jensen Quality Growth Fund.


Investment Strategy

On January 1, 2017, the Jensen Quality Value Fund will update its principal investment strategies.

On January 9, 2017, the Scotia Dynamic U.S. Growth Fund will update its investment policies.


Share Classes

As of November 2, the Nuance Mid Cap Value Fund has updated its expense limitation for its institutional and investor class shares.

As of November 9, the Poplar Forest Outliers Fund no longer offers Class A shares.

As of November 9, the Legg Mason Partners Institutional Trust no longer offers Class S shares.


New and Upcoming Funds

W.E. Donoghue & Co., LLC is launching the Power Income Fund and the Power Dividend Index Fund.


Portfolio Managers

John Mirshekari
Fidelity Investments
Portfolio Manager
John Mirshekari is now a PM of the Fidelity Balanced Fund.

Matthew Beddall no longer serves as a PM to the Winton Diversified Opportunities Fund or as a PM to the Winton Global Equity Portfolio.

As of November 7, Aneet Deshpande is the lead PM of the PNC Balanced Allocation Fund, the PNC Retirement Income Fund, the PNC Target 2020 Fund, the PNC Target 2030 Fund, the PNC Target 2040 Fund and the PNC Target 2050 Fund. He also serves as managing director to the funds.



The Waycross Long/Short Equity Fund, a member of the Ultimus Managers Trust has been renamed the Navian Waycross Long/Short Equity Fund.


Fund Mergers and Liquidations

On December 15, the Madison Hansberger International Growth Fund 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 People on the Move 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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