On December 16, fund shareholders are being asked to vote on the Guggenheim
Enhanced Equity Strategy Fund and the Guggenheim Enhanced Equity Strategy Fund merging with
the Guggenheim Enhanced Equity Income Fund
| James Davey|
Hartford Funds Management Company LLC
exemptive relief to create ETFs.
New and Upcoming Funds
Elkhorn Investments LLC
the Elkhorn S&P MidCap Consumer Discretionary Portfolio
, the Elkhorn S&P MidCap Consumer Staples Portfolio
, the Elkhorn S&P MidCap Energy Portfolio
, the Elkhorn S&P MidCap Financials Portfolio
, the Elkhorn S&P MidCap Health Care Portfolio
, the Elkhorn S&P MidCap Industrials Portfolio
, the Elkhorn S&P MidCap Information Technology Portfolio
, the Elkhorn S&P MidCap Materials Portfolio
and the Elkhorn S&P MidCap Utilities Portfolio
Harding Loevner LP
the Global Equity Research Portfolio
and the Emerging Markets Research Portfolio
New York Life Investment Management LLC
the MainStay Common Stock Fund
SSGA Funds Management, Inc.
the State Street U.S. Government Cash Management Fund
WesBanco Investment Department
, a division of WesBanco Bank, Inc., is launching
the WesMark Small Company Growth Fund
, the WesMark Growth Fund
, the WesMark Balanced Fund
, the WesMark Government Bond Fund
, the WesMark West Virginia Municipal Bond Fund
and the WesMark Tactical Opportunity Fund
J.P. Morgan Investment Management Inc.
the Undiscovered Managers Behavioral Value Fund
and the JPMorgan Realty Income Fund
Ohio National Investments, Inc.
the ON Conservative Model Portfolio
, the ON Moderately Conservative Model Portfolio
, the ON Balanced Model Portfolio
, the ON Moderate Growth Model Portfolio
and the ON Growth Model Portfolio
Harbor Capital Advisors, Inc.
the Harbor Strategic Growth Fund
Hood River Capital Management LLC
the Hood River Small-Cap Growth Fund
Transamerica Asset Management, Inc
the Transamerica Funds
Camelot Funds, LLC
the Camelot Premium Return Fund
and the Camelot Excalibur Small Cap Income Fund
Touchstone Advisors, Inc.
the Touchstone Ohio Tax-Free Bond Fund
Cohen & Steers Capital Management, Inc.
the Cohen & Steers Real Assets Fund
Northwood Securities LLC
the NWS Global Property Fund
Fiera Capital Inc.
the Fiera Capital STRONG Nations Currency Fund
Hennessy Funds Trust
its investment strategies and add Institutional Class shares to the Hennessy Gas Utility Fund
E. Thayer Bigelow
, chairman of Lord Abbett
's funds' board, will retire
from the Board effective December 31, 2016. James L.L. Tullis
will succeed him as chairman.
Sandra Jaffee retired
as a director of Hartford
Series Fund, Inc. and Hartford HLS Series Fund II, Inc
on December 18.
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 email@example.com.
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