As of October 19, Janet Hamilton is an independent director
of the Jensen Quality Growth Fund
On January 1, 2017, the Jensen Quality Value Fund
its principal investment strategies.
On January 9, 2017, the Scotia Dynamic U.S. Growth Fund
its investment policies.
As of November 2, the Nuance Mid Cap Value Fund
its expense limitation for its institutional and investor class shares.
As of November 9, the Poplar Forest Outliers Fund no longer offers
Class A shares.
As of November 9, the Legg Mason Partners Institutional Trust no longer offers
Class S shares.
New and Upcoming Funds
W.E. Donoghue & Co., LLC
the Power Income Fund
and the Power Dividend Index Fund
John Mirshekari is now a PM
| John Mirshekari|
of the Fidelity Balanced Fund
Matthew Beddall no longer serves
as a PM to the Winton Diversified Opportunities Fund or as a PM
to the Winton Global Equity Portfolio
As of November 7, Aneet Deshpande is the lead PM
of the PNC Balanced Allocation Fund
, the PNC Retirement Income Fund
, the PNC Target 2020 Fund
, the PNC Target 2030 Fund
, the PNC Target 2040 Fund
and the PNC Target 2050 Fund
. He also serves as managing director to the funds.
The Waycross Long/Short Equity Fund
, a member of the Ultimus Managers Trust
has been renamed
the Navian Waycross Long/Short Equity Fund
Fund Mergers and Liquidations
On December 15, the Madison Hansberger International Growth Fund
will terminate and liquidate
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.
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