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

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

Rating:Filings for Fundsters - October 21, 2016 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, October 21, 2016

Filings for Fundsters - October 21, 2016

by: Ashley McHugh-Chiappone


On November 3, the iShares Real Estate 50 ETF will undergo a name change and become the iShares U.S. REIT ETF. The fund also will no longer track the FTSE NAREIT Real Estate 50 Index , and instead, it will track the FTSE NAREIT Equity REITs Index.


New and Upcoming Funds

Ben Fulton
Chief Executive Officer, Founder
Elkhorn Investments is launching the Elkhorn Lunt Low Vol/High Beta Tactical ETF .

NGAM Advisors, L.P. is launching the Natixis Seeyond International Minimum Volatility ETF.


Fund Mergers and Liquidations

On November 18, the Stewart Capital Mid Cap Fund will terminate and liquidate.

On December 19, the Goldman Sachs Multi-Asset Real Return Fund will terminate and liquidate. The Goldman Sachs Dynamic Commodity Strategy Fund will also terminate and liquidate on that date.

On December 21, the iShares iBonds Dec 2016 Term Corporate ETF will terminate and liquidate.


Portfolio Managers

Giorgio Caputo and Robert Hordon no longer serve as PMs to the First Eagle Global Income Builder Fund.

Justin Slatky is now a PM of the Shenkman Floating Rate High Income Fund and the Shenkman Short Duration High Income Fund.



As of October 19, Sapience Investments, LLC is now a subadvisor to the PACE Small/Medium Co Value Equity Investments, a fund managed by UBS Asset Management. They are replacing Wells Capital Management, Inc. As of October 13, Jack Murphy is now a PM of the fund.


Investment Strategy

On January 1, 2017, the Janus Adaptive Global Allocation Fund will no longer track the Adaptive Global Allocation 70/30 Index, and instead, it will track the MSCI All Country World Index.


Share Classes

On December 6, the Wells Fargo Dow Jones Target Today Fund, the Wells Fargo Dow Jones Target 2010 Fund, the Wells Fargo Dow Jones Target 2020 Fund, the Wells Fargo Dow Jones Target 2030 Fund , the Wells Fargo Dow Jones Target 2040 Fund, and the Wells Fargo Specialized Technology Fund will no longer offer Class B shares. The Wells Fargo C&B Mid Cap Value Fund, the Wells Fargo Common Stock Fund and the Wells Fargo Enterprise Fund will also stop offering Class B shares on December 6.


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. 

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

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
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:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use