Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Filings for Fundsters - August 30, 2016 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, August 30, 2016

Filings for Fundsters - August 30, 2016

by: Ashley McHugh-Chiappone

Mergers & Liquidations


On September 30, Mairs and Power has closed its Small Cap Fund to new investors.

The Western Asset Global Partners Income Fund merged with and into the Western Asset Global High Income Fund.

***


Rebranding


On December 5, Stone Ridge Asset Management LLC is seeking approval to merge and reorganize the Stone Ridge Reinsurance Risk Premium Fund into the Stone Ridge High Yield Reinsurance Risk Premium Fund.

On October 11, the Calamos Investment Trust will seek approval to merge and reorganize the Calamos Focus Growth Fund into the Calamos Growth Fund and the Calamos Long/Short Fund into the Calamos Phineus Long/Short Fund.

***


Subadvisors


On September 26, the Wellington Management Company LLP will replace Grantham, Mayo, Van Otterloo & Co. LLC as subadvisor to the John Hancock U.S. Equity Fund.

On September 1, TPH Asset Management LLC will no longer serve as subadvisor to the Old Westbury Strategic Opportunities Fund. Bessemer Investment Management LLC will succeed TPH Asset Management LLC.

On August 31, Peregrine Capital Management LLC will become the new subadvisor for the Wells Fargo Equity Gateway Funds, which include the Wells Fargo Small Company Growth Fund and the Wells Fargo Small Company Value Fund.

***


Trustees


On August 25, Andrew R. Bacas was appointed to the Board of Trustees of the Aegis Funds.

***


Fees


On September 15, Westcore will remove their redemption fee for the Westcore Small-Cap Growth Fund, Westcore Micro-Cap Opportunity Fund and Westcore Flexible Income Fund.

On October 28, Fidelity fund shareholders will vote on a new pricing structure for the Class A, Class T, Class K, Class B, Class I and Class C shares for the Fidelity Advisor Freedom Funds.

***


Portfolio Managers


On August 4, Albert O. Nicholas, PM of the Nicholas Equity Income Fund, Inc, passed away. He is succeeded by Michael L. Shelton and David O. Nicholas.

***


Exemptive Relief


Foreside Advisor Services, LLC, Foreside ETF Trust and Foreside Fund Services, LLC requested exemptive relief to launch active ETFs.

***


Minimums


On September 1, the BlackRock Premier Government Institutional Fund will raise its minimum initial investment amount.

***


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 editors@investmentwires.com.  

Correction: A prior version of this story mischaracterized the change that Mairs & Power's Small Cap Fund is making. The fund will close to new investors on September 30.

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2018: Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2018
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use