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Rating:Fund Launches, Re-Brandings and PM Changes: July 2, 2010 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, July 02, 2010

Fund Launches, Re-Brandings and PM Changes: July 2, 2010

News summary by MFWire's editors

Here's a roundup of recent (and future) mutual fund launches, rebrandings and PM switches:

New Funds (Planned)

Osterweis Capital Management plans to launch the hybrid stock/bond Osterweis Strategic Investment fund;
  • SEC filing;

    IndexUniverse's Steve Dew reports that State Street Global Advisors filed to launch a fund tracking the S&P Global Natural Resources Index;
  • SEC filing;

    New Funds (Launched)

    As The MFWire anticipated earlier this year, Emerging Global Advisors rolled out the Emerging Global Shares Indxx India Small Cap Exchange Traded Fund (SCIN);
  • SEC filing;

    Goldman Sachs Asset Management unveiled the Goldman Sachs Strategic Income Fund (class A: GSZAX);
  • SEC filing;

    Fund Mergers

    Wells Fargo Advantage Total Return Bond (MNTRX) swallowed Wells Fargo Advantage Diversified Bond (NVMFX);
  • SEC filing;

    Re-Branding

    Janus re-branded Janus Modular Portfolio Construction and Janus Orion to Janus Dynamic Allocation (JAMTX) and Janus Global Select (JORNX), respectively, and the latter will dump the Russell 3000 Growth Index for the MSCI ACWI as its benchmark;
  • SEC filing;

    OppenheimerFunds re-branded Oppenheimer Strategic Income as Oppenheimer Global Strategic Income (OPSIX);
  • SEC filing;

    Bridgeway Balanced rebranded as Bridgeway Managed Volatility (BRBPX);
  • SEC filing;

    Strategy Change

    Fidelity increased Select Environmental's alternative energy holdings and plans to rename it Fidelity Select Environment and Alternative Energy (FSLEX);
  • SEC filing;

    PM Changes

    Jason Groom is no longer co-PMing Janus Short-Term Bond (JASBX), though he's staying with Janus; Gibson Smith will now co-PM the fund with Darrell Watters; (The duo already PM Janus High-Yield and Janus Flexible Bond together);
  • SEC filing;

    Oppenheimer International Bond (OIBAX) said goodbye to co-PM Robert Robis, with co-PMs Art Steinmetz and Sara Zervoz staying on;
  • SEC filing;

    Sentinel added Stacey Ho as a co-PM to Sentinel International Equity (SWRLX), alongside PM Kate Schapiro;
  • SEC filing;

    Invesco hired Seligman alum Erik Voss to co-PM Invesco Van Kampen Capital Growth (ACPAX) alongside Ido Cohen (another alum of the Columbia-RiverSource-Seligman complex);
  • SEC filing;

    Thomas Ewald stepped up to co-PM Invesco Van Kampen Senior Loan (VSLAX) alongside Philip Yarrow, as co-PMs Gerard Fogarty and Jeffrey Scott depart;
  • SEC filing;

    Meggan Walsh is the sole PM for Invesco Financial Services (IFSAX), following the departure of Michael Simon;
  • SEC filing;

    Old Mutual International Equity (OMXAX) said goodbye to PM team member Matthew Cohen;
  • SEC filing;

    Vanguard named Wellington's Michael Garrett (senior vice president, fixed income portfolio manager) the lone PM of Vanguard GNMA (VFIIX), succeeding Thomas Pappas.;Garrett and Pappas co-PMed the fund from 2006 to 2009;
  • SEC filing

    Edited by: Neil Anderson, Managing Editor


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