On November 1, the JPMorgan Intrepid Advantage Fund
the JPMorgan Intrepid Sustainable Leaders Fund
and its strategies and benchmark will change, too.
Beginning on October 14, the Mainstay Money Market Fund "will operate
as a 'retail money market fund'" under the SEC's latest money market reforms.
Pacific Life Insurance Company's
Pacific Asset Advisors bought Cadence Capital Management
on June 30. Cadence continues to subadvise
the SunAmerica Small-Cap Fund
updated the fee schedules for the Putnam Capital Opportunities Fund
, the Putnam Growth Opportunities Fund
, the Putnam International Capital Opportunities Fund
, the Putnam International Growth Fund
, the Putnam Research Fund
, the Putnam Small Cap Value Fund
, the George Putnam Balanced Fund
, the Putnam Dynamic Asset Allocation Growth Fund
, the Putnam Global Income Trust
, and the Putnam American Government Income Fund
adjusted the creation and redemption fee schedule for a number of ETFs, including: the Deutsche X-trackers MSCI Emerging Markets Hedged Equity ETF
, the Deutsche X-trackers Japan JPX-Nikkei 400 Equity ETF
, the Deutsche X-trackers MSCI Europe Hedged Equity ETF
, the Deutsche X-trackers MSCI Germany Hedged Equity ETF
, the Deutsche X-trackers FTSE Developed ex US Comprehensive Factor ETF
, the Deutsche X-trackers FTSE Emerging Comprehensive Factor ETF
, the Deutsche X-trackers Russell 1000 Comprehensive Factor ETF
, the Deutsche X-trackers Russell 2000 Comprehensive Factor ETF
the fee schedule for the Lazard Enhance Opportunities Portfolio
and the Lazard Fundamental Long/Short Portfolio
Wells Fargo added Joseph Bishop
and Brian Zied
of Pine River Capital Management
as PMs for the Wells Fargo Alternative Strategies Fund
Rajeev Sharma succeeded Clark Wagner
as director of fixed income at Forresters Investment Management Company (FIMCO
), which advises the First Investors Funds
. Wagner, in turn, rose to president of FIMCO.
Merging and Liquidating
plans to liquidate
the Columbia Global Unconstrained Bond Fund
on August 25.
Amundi Smith Breeden replaced Standard Life Investments
as subadvisor to the Nationwide World Bond Fund
, and the fund was rebranded
as the Nationwide Amundi World Bond Fund
On August 18 Angela Brock-Kyle
and Sandra G. Sponem joined
the board of the Rydex Series Funds
, the Rydex Variable Trust
, and the Rydex ETF Trust
as independent trustees.
Blue Sky Asset Management requested
exemptive relief to offer ETFs.
exemptive relief to offer active ETFs.
exemptive relief around offering funds-of-funds, and around offering
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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