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Friday, February 10, 2017

Filings for Fundsters - February 10, 2017

by: Ashley McHugh-Chiappone

Investment Strategy

As of January 11, Fidelity Real Estate Index Fund changed from a non-diversified fund to a diversified fund. As of January 18, the Fidelity Series Commodity Strategy Fund changed its classification from a non-diversified fund to a diversified fund.

As of February 8, Eagle Asset Management's Capital Management Mid-Cap Fund has updated its investment strategy.


Portfolio Managers

Prabha Carpenter
Homestead Funds
Senior Equity Portfolio Manager
As of February 8, RE Advisers Corporation's Value Fund and the Small-Company Stock Fund are co-managed by Mark Ashton and Prabha Carpenter.


Share Classes

As of February 8, K Class shares of the Royce International Premier Fund are no longer offered.



On February 25, Weitz Investment Management, Inc will no longer serve as a subadvisor for the Goldman Sachs Multi-Manager U.S. Dynamic Equity Fund.


New and Upcoming Funds

Probabilities Fund Management, LLC is launching the Probabilities Fund.

Bluerock Fund Advisor, LLC is launching the Total Income+ Real Estate Fund.

Nuveen Asset Management is launching the Nuveen Dynamic Allocation 60/40 Portfolio, 1Q 2017.


Fund Mergers and Liquidations

On February 28, the Western Asset Ultra Short Obligations Fund will terminate and liquidate.



As of February 3, the Vedder Price P.C serves as legal counsel for the Integrity Growth & Income Fund, the Williston Basin/Mid-North America Stock Fund, the Integrity High Income Fund, the Integrity Dividend Harvest Fund the Integrity Energized Fund.



On April 10, the HSBC Emerging Markets Debt Fund will undergo a name change and become the HSBC Emerging Markets Local Debt Fund. The rebranded fund will also update its investment strategy.

The Disciplined Growth Plus Fund is undergoing a name change and will become the AC Alternatives Disciplined Long Short Fund.



The RBC Emerging Markets Equity Fund is updating its fees.


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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