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Wednesday, February 08, 2017

Filings for Fundsters - February 8, 2017

by: Ashley McHugh-Chiappone


On February 15, the BlackRock Small Cap Growth Equity Portfolio is undergoing a name change and will become the BlackRock Advantage Small Cap Growth Fund.

John Delano
Oppenheimer Funds
Senior Research Analyst

Portfolio Managers

John Delano is now a PM of the Oppenheimer Global Fund.


New and Upcoming Funds

RESQ Investment Partners, LLC is launching the RESQ Strategic Income Fund and the RESQ Dynamic Allocation Fund.

Tortoise Index Solutions, LLC is launching the Tortoise Water Fund.

Calvert Research and Management is launching the Calvert Income Fund, the Calvert Short Duration Income Fund, the Calvert Long-Term Income Fund, the Calvert Ultra-Short Income Fund, the Calvert High Yield Bond Fund, the Calvert Bond Portfolio and the Calvert Green Bond Fund.

Vivaldi Asset Management, LLC is launching the Vivaldi Merger Arbitrage Fund.

Advisors Preferred, LLC is launching the Spectrum Low Volatility Fund.

Counterpoint Mutual Funds, LLC is launching the Counterpoint Tactical Income Fund and the Counterpoint Tactical Equity Fund.

Clifford Capital Partners, LLC is launching the Clifford Capital Partners Fund.

Pinnacle Family Advisors, LLC is launching the Pinnacle Sherman Multi-Strategy Core Fund.

Union Street Partners, LLC is launching the Union Street Partners Value Fund.

Horizon Capital Management, Inc is launching the Issachar 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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