Portfolio Manager Changes
PM Charles Myers
is expected to return
this quarter from a leave of absence. Myers was PM of: the Fidelity Small Cap Discovery Fund
and the Fidelity Series Small Cap Discovery Fund
Ronald C. Dugan, Jr.
| Charles "Chuck" Myers|
*Photo Courtesy of Charlie Mahoney*
is no longer
an officer or PM for the GuideStone Funds
Corsan Maley joined
the PM team for the Nationwide Bond Fund
, and Chad Finefrock
joined the the PM team for the Nationwide Government Bond Fund
and the Nationwide Inflation-Protected Securities Fund
is no longer
a PM on the Henderson International Select Equity Fund
Richard B. England
is retiring from Atlanta Capital Management Company
on October 31. Atlanta subadvises the Eaton Vance Atlanta Capital Focused Growth Fund
, so England will also step down
from PMing that fund.
Research analyst John Sheehy joined
the PM teams for: the Fidelity Advisor Series Stock Selector Large Value Fund
, the Fidelity Series Stock Selector Large Cap Fund
, the Fidelity Series Stock Selector Large Cap Value Fund
, the Fidelity Mid Cap Value Fund
, and the Fidelity Stock Selector Large Cap Value Fund
no longer PMs several Great-West
funds, including: the Great-West Bond Index Fund
, the Great-West Short Duration Bond Fund
, and the Great-West U.S. Government Mortgage Securities Fund
, a PM on the Sentinel Balanced Fund
and the Sentinel Common Stock Fund
, will retire
in Q2 2017.
Federated's Ruggero de'Rossi
no longer PMs the Federated International Bond Strategy Portfolio
and the Federated Emerging Market Debt Fund
, effective August 9.
of Natixis' AEW Capital Management died
earlier this month. Ranoch was a PM on the Pioneer Real Estate Fund
and the Natixis AEW Real Estate Fund
Kim F. Scoggins joined
the Lee Financial Tactical Fund
board as an independent director, effective July 27.
Christine Detrick became
of the Hartford Funds
the Davis Focused US Equity ETF
, the Davis Select Financial ETF
, and the Davis Select World Opportunities ETF
the NuShares Enhanced Yield U.S. Aggregate Bond ETF
the Global X MSCI SuperDividend EAFE ETF
the 1290 Global Allocation Fund
the Gerstein Fisher Municipal CRA Qualified Investment Fund
the Oakhurst Strategic Defined Risk Fund
the iShares MSCI USA ESG Optimized ETF
the WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund
Mergers and Liquidations
On August 15, the Touchstone Strategic Trust acquired
the assets and liabilities of the DSM Global Growth Fund
and the DSM Global Growth & Income Fund
Federated plans to liquidate
the Federated Tax-Free Money Market Fund
on September 23.
On July 27, the AB High-Yield Portfolio
, a series of the AB Pooling Portolios
into a fund with the same name but in a different series, the AB Bond Fund
Aberdeen plans to liquidate
the Aberdeen Multi-Manager Alternative Strategies Fund II
on October 14.
fund shareholder approval to merge
a closed-end fund, the First Trust Dividend Income Fund
, into an ETF, the First Trust High Income ETF
Cupps Capital Management
and ALPS plan to liquidate
the Cupps All Cap Growth Fund
and the Cupps Mid Cap Growth Fund
on August 31.
Croft Funds Corporation plans to liquidate
the Croft Focus Fund
on August 31.
plans to liquidate the Hartford Global Alpha Fund
and the Hartford Duration-Hedged Strategic Income Fund
on October 21.
Wells Fargo plans to merge
the Wells Fargo Municipal Money Market Fund
into the Wells Fargo National Tax-Free Money Market Fund
and is seeking fund shareholder approval.
On September 30, Mairs & Power
the Mairs & Power Small Cap Fund
to most new investors.
On September 1, Putnam
the fee schedules for a number of its funds, including: the Putnam Absolute Return 700 Fund
, the Putnam Emerging Markets Equity Fund
, the Putnam Global Consumer Fund
, the Putnam Global Energy Fund
, the Putnam Global Financials Fund
, the Putnam Global Industrials Fund
, the Putnam Global Natural Resources Fund
, the Putnam Global Technology Fund
, the Putnam Global Telecommunications Fund
, the Putnam International Value Fund
, the Putnam Small Cap Growth Fund
, the Putnam Multi-Cap Growth Fund, and the Putnam International Equity Fund.
Eaton Vance updated
the fee schedule for the Eaton Vance Worldwide Health Sciences Fund
T. Rowe Price
will lower the expense limitation
on the T. Rowe Price Equity Index 500 Fund
on September 1.
will lower its management fee
on the Hartford Global All-Asset Fund
on November 1.
the contractual management fee waiver on the Hartford Balanced HLS Fund
on January 1, 2017.
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 email@example.com.
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