As of August 30, the Putnam Absolute Return 100 Fund
, the Putnam Absolute Return 300 Fund
, the Putnam Absolute Return 500 Fund
and the Putnam Absolute Return 700 Fund
class P shares.
As of September 6, the Putnam
RetirementReady Funds will offer
class R6 shares.
As of November 30, the Reaves Utilities and Energy Infrastructure Fund
its class A shares to institutional class shares. Class A shares will no longer be offered by the fund.
On September 15, the Franklin Alabama Tax-Free Income Fund
, the Franklin Florida Tax-Free Income Fund
, the Franklin Georgia Tax-Free Income Fund
, the Franklin Kentucky Tax-Free Income Fund
and the Franklin Louisiana Tax-Free Income Fund
will begin to offer
an advisor class of shares.
On April 3, 2017, the service fee for the JPMorgan Small Cap Core Fund
to 10 bps.
New & Upcoming Funds
the JPMorgan Disciplined High Yield ETF
On December 31, Alan W. Schwartz
as co-PM of the BMO Target Retirement Funds
and the BMO Target Risk Funds
As of September 1, Aaron Johnson
will no longer serve
as PM of the FormulaFolios US Equity Portfolio
On September 30, Advisory Research, Inc.
the investment advisory organization for the HC Capital Trust
Mergers & Liquidations
On October 17, the Gripman Absolute Value Balanced Fund
will be closed and liquidated
As of September 16, the Alps Equal Sector Weight ETF
ten Select Sector SPDR Indexes, including the Consumer Discretionary Select Sector Index
, the Consumer Staples Select Sector Index
, the Materials Select Sector Index, Energy Select Sector Index
, the Technology Select Sector Index
, the Utilities Select Sector Index
, the Financial Select Sector Index
, the Industrial Select Sector Index
, the Health Care Select Sector Index
and the Real Estate Select Sector Index
The API Efficient Frontier Value Fund
a tax-free reorganization into the API Capital Income Fund
. Shareholders are being asked to vote on September 29.
As of September 14, John Moran
will no longer serve
as an independent trustee of the Financial Investors Trust
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 firstname.lastname@example.org.
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