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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

Rebranding


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
Elkhorn
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.

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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.

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Subadvisors


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.

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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.

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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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