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Wednesday, January 18, 2017

Filings for Fundsters - January 18, 2017

by: Ashley McHugh-Chiappone

New and Upcoming Funds

Advantus Capital Management, Inc is launching the Advantus Strategic Credit Income Fund, the Advantus Strategic Dividend Income Fund, the Advantus Dynamic Managed Volatility Fund and the Advantus Managed Volatility Equity Fund.

Active Weighting Advisors LLC is launching the Active Weighting Strategy One Fund, the Active Weighting Strategy Two Fund, the Active Weighting Strategy Three Fund and the Active Weighting Strategy Four Fund.


Portfolio Managers

Robert Regan is now a PM of the Fidelity Core Dividend ETF, the Fidelity Dividend ETF for Rising Rates, the Fidelity Low Volatility Factor ETF, Fidelity Momentum Factor ETF, the Fidelity Quality Factor ETFFidelity Value Factor ETF and the Fidelity Nasdaq Composite Index® Tracking Stock.

Mark Laskin
BP Capital Fund Advisors LLC
Chief Investment Officer and Former Portfolio Manager
Mark Laskin no longer serves as a PM to BP Capital Fund Advisors, LLC's BP Capital TwinLine Energy Fund. William Woodson Rodgers, III is now a PM of the fund.


Fund Mergers and Liquidations

On January 27, Towle & Co.'s Towle Deep Value Fund will be publicly offered on a limited basis.

On March 17, the RidgeWorth Aggressive Growth Allocation Strategy will terminate and liquidate.


Investment Strategy

On March 28, the All Asset Moderate Growth – Alt 15 Portfolio will update its investment strategies and undergo a name change, becoming the 1290 VT DoubleLine Dynamic Portfolio. Additionally, DoubleLine Capital will become a subadvisor to the fund.

On April 28, the Delaware VIP Smid Cap Growth Series will change its investment strategies. The fund will also undergo a name change and become the Delaware VIP Smid Cap Core Series. The rebranded fund will also shift its benchmark from Russell 2500 Growth Index to the Russell 2500 Index.



The Calvert Global Energy Solutions Fund is updating their annual fund operating expenses.


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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