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Rating:Filings for Fundsters - April 3, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 03, 2017

Filings for Fundsters - April 3, 2017

by: Ashley McHugh-Chiappone

Fees


On April 3, the Palmer Square Income Plus Fund will abolish its redemption fee.

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Rebranding


On June 1, the iShares Emerging Markets Corporate Bond ETF will undergo a name change and become the iShares J.P. Morgan EM Corporate Bond ETF. The fund will no longer track the Morningstar Emerging Markets Corporate Bond Index, and instead will track the J.P. Morgan CEMBI Broad Diversified Core Index. The fund's investment objective will also change. Similarly, the iShares Emerging Markets Local Currency Bond ETF will undergo a name change and become the iShares J.P. Morgan EM Local Currency Bond ETF. The fund will no longer follow the Bloomberg Barclays Emerging Markets Broad Local Currency Bond Index, and instead it will track the J.P. Morgan GBI-EM Global Diversified 15% Cap 4.5% Floor Index. The fund's investment objective will also shift.

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Management


On February 28, David Mertens retired as officer and director of Jensen Investment Management, Inc, investment advisor to the Jensen Quality Growth Fund and the Jensen Quality Value Fund, as reported by the MFWire.

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Subadvisors


On May 1, Wellington Management Company LLP will become the subadvisor to the International Value Portfolio and the PF International Value Fund, funds managed by Pacific Life Insurance Company. Wellington is replacing J.P. Morgan Investment Management Inc..

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Portfolio Managers


As of March 31, Robert Shearer no longer serves as a PM of the BlackRock Natural Resources Trust. Alastair Bishop, Thomas Holl and Skye Macpherson are now co-PMs of the fund.

Soon Pho is retiring as a PM of the Wells Fargo Alternative Strategies Fund and from his position as a partner at River Canyon Fund Management LLC. Raj Iyer is replacing Pho as a co-PM of the fund. Additionally, Aaron Zimmerman will step down as PM of the fund and from his position as head product specialist at Pine River Capital Management.

Larry Shank is no longer a co-PM of the Event Driven and Distressed Strategies Fund and the Multi-Hedge Strategies Fund, members of the Rydex Series Funds.

Michael Gompers no longer serves as a PM for the Oppenheimer Large Cap Revenue ETF, the Oppenheimer Small Cap Revenue ETF, the Oppenheimer Ultra Dividend Revenue ETF, the Oppenheimer Mid Cap Revenue ETF, the Oppenheimer Financials Sector Revenue ETF and the Oppenheimer ESG Revenue ETF and the Oppenheimer Global ESG Revenue ETF.

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Investment Strategy


As of March 30, the RBC Enterprise Fund and the RBC Microcap Value Fund are no longer benchmarked to the Russell 2000 Index. Instead, they are now benchmarked to the Russell Microcap Index.

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Share Classes


As of March 30, the Western Asset Institutional Cash Reserves Fund will no longer offer Investor shares.

The Putnam Emerging Markets Income Fund is not currently offering Class T shares of the fund.

The Goldman Sachs MLP Energy Infrastructure Fund is no longer offering Class T shares.

The Dreyfus Family of Funds are not currently offering T shares for any of the funds.

The Natixis Funds Trust are not currently offering T shares for certain funds. The funds include: the AEW Real Estate Fund, the ASG Dynamic Allocation Fund, the ASG Global Alternatives Fund, the ASG Managed Futures Strategy Fund, the ASG Tactical U.S. Market Fund, the Gateway Equity Call Premium Fund, the Gateway Fund, the Loomis Sayles Core Plus Bond Fund, the Loomis Sayles Dividend Income Fund, the Loomis Sayles Global Equity and Income Fund, the Loomis Sayles Global Growth Fund, the Loomis Sayles Growth Fund, the Loomis Sayles High Income Fund, the Loomis Sayles Intermediate Duration Bond Fund, the Loomis Sayles Investment Grade Bond Fund, the Loomis Sayles Limited Term Government and Agency Fund, the Loomis Sayles Multi-Asset Income Fund, the Loomis Sayles Senior Floating Rate and Fixed Income Fund, the Loomis Sayles Strategic Alpha Fund, the Loomis Sayles Strategic Income Fund, the Loomis Sayles Value Fund, the Mirova Global Sustainable Equity Fund, the McDonnell Intermediate Municipal Bond Fund, the Natixis Oakmark Fund, the Natixis Oakmark International Fund, the Natixis U.S. Equity Opportunities Fund, the Vaughan Nelson Select Fund, the Vaughan Nelson Small Cap Value Fund and the Vaughan Nelson Value Opportunity Fund.

Class T shares are not available for the Deutsche California Tax-Free Income Fund, the Deutsche Communications Fund, the Deutsche Core Plus Income Fund, the Deutsche EAFE (Reg. TM) Equity Index Fund, the Deutsche Enhanced Commodity Strategy Fund, the Deutsche Equity 500 Index Fund, the Deutsche Global Infrastructure Fund, the Deutsche Global Real Estate Securities Fund, the Deutsche Health and Wellness Fund, the Deutsche Intermediate Tax/AMT Free Fund, the Deutsche Managed Municipal Bond Fund, the Deutsche Massachusetts Tax Free Fund, the Deutsche New York Tax-Free Income Fund, the Deutsche Real Estate Securities Fund, the Deutsche Strategic High Yield Tax-Free Fund, the Deutsche S&P 500 Index Fund and the Deutsche U.S. Bond Index Fund.

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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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