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Rating:Filings for Fundsters - December 9, 2016 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, December 09, 2016

Filings for Fundsters - December 9, 2016

by: Ashley McHugh-Chiappone

Fund Mergers and Liquidations


On January 17, 2017, the Epoch U.S. Large Cap Core Equity Fund and the Epoch Global All Cap Fund, members of the TD Asset Management USA Funds, will terminate and liquidate.

On January 30, 2017, the Adaptive Allocation Fund, a member of the Northern Lights Fund Trust, will terminate and liquidate.

On January 31, 2017, the AMG Managers Anchor Capital Enhanced Equity Fund will terminate and liquidate.

The All Cap Core Fund, a member of the John Hancock Funds II, will terminate and liquidate immediately.

***


Investment Strategy


On December 10, the John Hancock Enduring Assets Fund and the John Hancock Seaport Fund will no longer be classified as non-diversified funds. Instead, the funds will operate as diversified.

***


Share Classes


The Victory NewBridge Global Equity Fund is no longer offering Class R Shares.

On Febuary 1, 2017, the Class B Shares of the Conservative Allocation Fund, the Moderate Allocation Fund, the Aggressive Allocation Fund, the Core Bond Fund, the High Income Fund, the Diversified Income Fund, the Large Cap Value Fund, the Mid Cap Fund, the Small Cap Fund and the International Stock Fund, all members of the Madison Funds, will no longer be available.

***


Portfolio Managers


Rishabh Halakhandi no longer serves as a PM of the Thomas White International Fund, the Thomas White Emerging Markets Fund or the Thomas White American Opportunities Fund. He is being replaced by Rex Mathew.

Bert van der Walt is no longer a PM of the Emerging Markets Great Consumer Fund, a member of the Mirae Asset Discovery Funds. He is being replaced by William Malcolm Dorson.

Matthew Freund is now a PM of the Calamos Growth and Income Portfolio. He also serves as co-CIO of Calamos Advisors LLC.

Yacov Arnopolin
PIMCO
Portfolio Manager
Kofi Bentsi, Mohit Mittal, Yacov Arnopolin and Luke Spajic are now co-PMs of the PIMCO Emerging Markets Corporate Bond Fund.

As of December 7, Jonathan Fiebach is now a PM of the Navigator Tactical Fixed Income Fund, a member of the Northern Lights Fund Trust.

On January 1, 2017, Ryan McIntyre will become a PM of the Tocqueville Gold Fund.

On January 13, 2017, William Mann will step down as senior PM of the Motley Fool Independence Fund, the Motley Fool Great America Fund and the Motley Fool Epic Voyage Fund. He is also stepping down from his position of CIO at Motley Fool Asset Management. Bryan Hinmon will replace him in all roles.

***


Rebranding


As of December 7, the TDAM Short-Term Bond Fund is renamed the TD Short-Term Bond Fund. The TDAM Core Bond Fund is renamed the TD Core Bond Fund. The TDAM High Yield Bond Fund is renamed the TD High Yield Bond Fund. The TDAM Global Low Volatility Equity Fund is renamed the TD Global Low Volatility Equity Fund. The TDAM Target Return Fund is renamed the TD Target Return Fund. The TDAM 1- to 5-Year Corporate Bond Portfolio is renamed the TD 1- to 5-Year Corporate Bond Portfolio. The TDAM 5- to 10-Year Corporate Bond Portfolio is renamed the TD 5- to 10-Year Corporate Bond Portfolio. The TDAM Money Market Portfolio is renamed TD Money Market Portfolio. The TDAM U.S. Government Portfolio is renamed the TD U.S. Government Portfolio. The TDAM Municipal Portfolio is renamed TD Municipal Portfolio. The TDAM California Municipal Money Market Portfolio is renamed the TD California Municipal Money Market Portfolio. The TDAM New York Municipal Money Market Portfolio is renamed the TD New York Municipal Money Market Portfolio.

On December 21, the Toews Hedged High Yield Bond Fund will undergo a name change and become the Toews Tactical Income Fund.

On December 28, the Catalyst Hedged Insider Buying Fund will merge with and into the Catalyst Insider Long/Short Fund.

On January 25, 2017, the Alpha Opportunities Fund, a member of the John Hancock Funds II, is reorganizing with and into the Mid Cap Stock Fund, another member of the John Hancock Funds II.

***


Management


Angela Brock-Kyle is now a member of the Rydex Series Funds, the Rydex Dynamic Funds, the Rydex Variable Trust and the Rydex ETF Trust's compliance and risk oversight committee, as well as the governance committee. Sandra Sponem is now a member of the trust's investment and performance committee, as well as the nominating committee. Thomas Lydon is now the chair of the trust's governance committee.

Kent Barnes is now the COO of the Direxion Shares ETF Trust and Direxion Funds. He is replacing Angela Brickl.

***


New and Upcoming Funds


Changing Parameters, LLC is launching the Changing Parameters Fund.

RVX Asset Management, LLC is launching the RVX Emerging Markets Equity Opportunity Fund.

Nationwide Fund Advisors is launching the Nationwide Bond Index Fund, the Nationwide International Index Fund, the Nationwide Mid Cap Market Index Fund and the Nationwide Small Cap Index Fund.

Millington Securities, Inc is launching the WBI Power Factor High Dividend ETF.

Arrow Investment Advisors, LLC is launching the Arrow Alternative Solutions Fund, the Arrow DWA Balanced Fund, the Arrow DWA Tactical Fund, the Arrow Managed Futures Strategy Fund and the Arrow Commodity Strategy 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 Follow The Fundsters, The Next Gig, 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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