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Tuesday, September 27, 2016

Filings For Fundsters - September 27, 2016

by: Neil Anderson, Managing Editor

Fund Mergers and Liquidations

The Stewart Capital Mid Cap Fund is closed to new investments and will shut down by December 31.

The TCW SMID Cap Growth Fund closed to new investments yesterday, and the fund will liquidate on October 27.

The ETFS Diversified-Factor Developed Europe Index Fund and the ETFS Diversified-Factor U.S. Large Cap Index Fund are expected to liquidate on November 28.


Investment Strategy

The Deutsche Ulta-Short Investment Grade Fund's investment objectives have been updated.



Effective September 15, Carolina Dorsa became a trustee for the Goldman Sachs ETF Trust.


Legal & General Investment Management America became a subadvisor to the Goldman Sachs Multi-Manager Global Equity Fund, and Presima became a subadvisor to the Goldman Sachs Multi-Manager Real Assets Strategy Fund.


Portfolio Managers

This month Neil Nabar became a PM of the Fidelity Select Portfolios Consumer Discretionary Sector Fund and Matt Reed became a co-PM of the Fidelity Select Portfolios Financials Sector Fund.


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. 

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