As of Aug. 1, the Madison Corporate Bond Fund
's benchmark is now Barclays U.S. Corporate Bond Index. It was changed
to "better reflect the manner in which the fund is being managed."
Mutual Funds, Viking Tax-Free Fund for Montana
and Viking Tax-Free Fund for North Dakota
Class I shares as of Aug. 1.
The iShares iBonds Sep 2020 Term Muni Bond ETF discontinued
a contractual waiver on Aug. 1.
The Integrity Energized Dividend Fund
Class I shares, as of Aug. 1.
the management fee rate paid by the Fidelity® Series Global ex U.S. Index Fund
's from 0.20 percent to 0.06 percent.
On Aug. 1, Ziegler Capital Management
entered an agreement
with 1919 Investment Counsel, LLC
so shareholders of the Ziegler FAMCO Covered Call Fund
, a series of Trust for Advised Portfolios, and the 1919 Financial Services Funds, 1919 Socially Responsive Balanced Fund
and 1919 Maryland Tax-Free Income Fund
, can exchange shares.
The BlackRock Investment Grade bond portfolio
's name will change
to BlackRock Managed Income Fund
on Sept. 30.
Management, Subadvisor and PM updates
Calamos Asset Management outlines
the terms of an employment agreement with the chief executive officer, John S. Koudounis
The Goldman Sachs Short-Term Conservative Income Fund
a new investment strategy starting Aug. 16. This new objective is designed to "generate current income and secondarily maintain an emphasis on preservation of capital and liquidity."
The Neuberger Berman Flexible Select Fund
, a series of the Neuberger Berman
Alternative Funds, is set to be liquidated
on or around Oct. 3. By Sept. 16, new or existing shareholders will no longer be able to purchase the fund's shares.
The following iShares
funds are scheduled to be liquidated
before Aug. 24: iShares Enhanced International Large-Cap ETF
; iShares Enhanced International Small-Cap ETF
; iShares Enhanced U.S. Large-Cap ETF
and iShares Enhanced U.S. Small-Cap ETF
Check our last Stork and Reaper column 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 email@example.com.
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