The SunAmerica Series, Inc.
the name of the Focused Balance Strategy Portfolio to SunAmerica Active Allocation Portfolio
Class R6 shares were established
today for the Nuveen NWQ Flexible Income Fund
Management, PM or Subadvisors Updates
As of today, Karl E. Bandtel will no longer
be a PM for the Vanguard Energy Fund
after he retires from Wellington Management. Gregory J. LeBlanc
is now the only PM from Wellington Management
's portion of the Fund.
Gek Lang Lee will no longer
be the PM for the AST Global Real Estate Portfolio
of Advanced Series Trust as of today.
Newton Capital Management Limited
, a subadvisor, changed
its name to Newton Investment Management (North America) Limited
The following Janus
funds have been updated
to add new PMs: Cody Wheaton
will serve as a new executive vice president and co-PM to the Janus Enterprise Fund
; Scott Stutzman
will serve as a new executive vice president and co-PM to the Janus Triton Fund
and the Janus Venture Fund
. This will be effective on July 1.
Sandra Cavanaugh resigned
from her position as an Interested Trustee of the Trust and retired from Russell
Newfound Research LLC
by J.A. Forlines
as the subadvisor to RiskX Investments
' Rx Tactical Rotation Fund
Reorganization of Funds
All assets that currently belong to "Appleton Equity Growth Fund
, a series of Appleton Funds
,(predecessor fund)" are going to be moved
to the current fund in a tax-free reorganization.
BPV Wealth Preservation Fund closed
the public offering of its shares on June 29. Shares can no longer be purchased and the fund is set to be liquidated around August 29.
***To learn more about recent SEC filings, check our most recent 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.
Stay ahead of the news ... Sign up for our email alerts now