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Friday, December 23, 2016

Filings for Fundsters - December 23, 2016

by: Ashley McHugh-Chiappone

Fund Mergers and Liquidations

As of December 21, the iShares iBonds Dec 2016 Term Corporate ETF has terminated and liquidated.


New and Upcoming Funds

Harding Loevner is launching the Global Equity Research Portfolio and the Emerging Markets Research Portfolio.



As of December 21, John Coyne no longer serves as a trustee to the Pacer Trendpilot 750 ETF, the Pacer Trendpilot 450 ETF, the Pacer Trendpilot 100 ETF, the Pacer Trendpilot European Index ETF, the Pacer Autopilot Hedged European Index ETF, the Pacer Global High Dividend ETF, the Pacer US Export Leaders ETF, the Pacer International Export Leaders ETF, the Pacer US Cash Cows 100 ETF, the Pacer Developed Markets International Cash Cows 100 ETF and the Pacer Emerging Markets Cash Cows 100 ETF.

On January 18, 2017, Christopher Kersey will be added as an independent trustee to the board of trustees of the GuideStone Funds.


Share Classes

On Feburary 24, 2017, Class N shares of the BBH International Equity Fund will no longer be offered.



On December 30, the Pacific Funds Short Duration Income, the Pacific Funds Core Income, the Pacific Funds Strategic Income, the Pacific Funds Floating Rate Income, the Pacific Funds Limited Duration High Income and the Pacific Funds High Income will update their annual fund operating expenses.

On January 1, 2017, the Edgar Lomax Value Fund will update its management fees.



On February 15, 2017, the BlackRock Disciplined International Fund will undergo a name change and become the BlackRock Advantage International Fund. The BlackRock Small Cap Growth Equity Portfolio will undergo a name change and become the BlackRock Advantage Small Cap Growth Fund. The BlackRock Advantage Small Cap Growth Fund will undergo a name change and become the BlackRock Advantage Small Cap Core Fund.

Matt Ferratusco
Lyons Wealth Management
Director of Research & Analytics and Former Portfolio Manager
On February 26, 2017, the Catalyst/Lyons Hedged Premium Return Fund will undergo a name change and become the Catalyst Exceed Defined Risk Fund. Lyons Wealth Management, LLC will no longer serve as the subadvisor. Alexander Read, Matthew Ferratusco and Brandon Burns will no longer serve as PMs to the fund. Additionally, the new fund will update its investment strategy.



As of December 7, Select Equity Group, L.P. is now a subadvisor to the BBH International Equity Fund. Date, Walter Scott & Partners Limited and Mondrian Investment Partners Limited no longer serve as subadvisors to the fund.


Portfolio Managers

Michael Masdea no longer serves as a PM to the Science & Technology Fund, a member of the VALIC Company I.


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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