Implementation Services Inc. ("RIS") is now
Russell Investments Implementation Services, LLC ("RIIS") as of June 2.
Class C shares of the following funds, SSGA Enhanced Small Cap Fund
, State Street Disciplined emerging markets equity fund
, SSGA Clarion Real Estate Fund
, SSGA dynamic small cap fund
, SSGA High Yield Bond Fund
and SSGA International Stock Selection Fund
, will be no longer be open
to purchases by new shareholders on July 29.
Perspective L Series Contracts
will be no longer available
to new purchasers after July 11.
After it was closed to new investors, the FMI Large Cap Fund
and the FMI Common Stock Fund will re-open
to all investors on June 30.
on its money markets.
Absolute Shares Trust
their investment strategy to specify what kinds of equity securities the following WBI Tactical Funds
will invest in: WBI Tactical SMG Shares (WBIA)
; WBI Tactical SMV Shares (WBIB)
; WBI Tactical SMY Shares (WBIC)
; WBI Tactical SMS Shares (WBID)
; WBI Tactical LCG Shares (WBIE)
; WBI Tactical LCV Shares (WBIF)
; WBI Tactical LCY Shares (WBIG)
; WBI Tactical LCS Shares (WBIL)
; WBI Tactical Income Shares (WBII)
and WBI Tactical High Income Shares (WBIH)
Management, PM or Subadvisors Updates
Dennis Suvorov will no longer be
a PM for Thrivent Partner Worldwide Allocation Portfolio
JKMilne Asset Management
plans to end
the sub-advisory agreement and resign as a sub-advisor to the Discretionary Managed Futures Strategy Fund
of Northern Lights Fund Trust III
. John K. Milne
will also resign as Triumph Alternatives, LLC's
Chief Investment Officer and as the Discretionary Managed Futures Strategy Fund
's PM on July 6.
Rich Investment Solutions, LLC will resign
as Subadvisor to the U.S. Equity High Volatility Put Write Index Fund
on July 1.
Reorganization of Funds
Schroder Investment Management Inc.
has agreed upon proposals to transition
two fund series, Schroder Series Trust
and Schroder Global Series Trust
, to the SEI Advisors' Inner Circle
mutual fund platform. This transition is subject to additional conditions, including shareholder consent.
The State Street Clarion Global Real Estate Income Fund
is set to be terminated and liquidated
around August 26.
Around August 29, the SSGA Clarion Real Estate Fund
is on the agenda to be liquidated and terminated
The Nuveen Global Growth Fund has been liquidated
***To learn more about recent SEC filings, check the last Stork and Reaper column here. If you have a fund filing that you would like to point out, or a mutual fund launch or product change that you would like to announce, please contact the MFWire team at email@example.com
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