David Hemmingis a new PM of the PowerShares S&P 500 BuyWrite Portfolio.
James (Chip) Skinner IIIis now the sole PM of the Royce Smaller-Companies Growth Fund. Carl Brown had PMed the fund, too.
On September 29, Matthew K. Berler and Alexander (Sasha) Kovriga will no longer serve as the co-PMs of the Clearwater Core Equity Fund.
As of September 22, Simon Somerville will become a co-PM of the Harbor Diversified International All Cap Fund.
On February 28, 2017, class B shares of the MainStay Equity Funds, the MainStay Income and Mixed Asset Funds, and the MainStay Asset Allocation Funds will be closed.
New and Upcoming Funds
First Trust is launching seven new ETFs: the First Trust Nasdaq Bank ETF, the First Trust Nasdaq Food & Beverage ETF, the First Trust Nasdaq Oil & Gas ETF, the First Trust Nasdaq Pharmaceuticals ETF, the First Trust Nasdaq Retail ETF, the First Trust Nasdaq Semiconductor ETF, and the First Trust Nasdaq Transportation ETF.
On October 1, the Bernzott U.S. Small Cap Value Fund will be launched.
State Street is launching the State Street Institutional Investment Trust, which includes the State Street Global Value Spotlight Fund, the State Street International Value Spotlight Fund, the State Street European Value Spotlight Fund, the State Street Asia Pacific Value Spotlight Fund, and the State Street U.S. Value Spotlight Fund.
On January 30, 2017, the AB Pooling Portfolios, which includes the AB U.S. Value Portfolio, the AB U.S. Large Cap Growth Portfolio, the AB International Value Portfolio, the AB International Growth Portfolio, the AB Short Duration Bond Portfolio, the AB Global Core Bond Portfolio, the AB Bond Inflation Protection Portfolio, the AB Small-Mid Cap Value Portfolio, the AB Small-Mid Cap Growth Portfolio and the AB Multi-Asset Real Return Portfolio, will terminate and liquidate. The AB Tax-Managed Conservative Wealth Strategy will also close and terminate.
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.