On June 1, Andrew J. Donohue became
an independent trustee for many Oppenheimer
Effective immediately, Charles Ko no longer
serves as PM for the Great-West Invesco Small Cap Value Fund.
He will be succeeded by Kenneth Masse.
Effective immediately, William Stevens no longer
serves as PM for the Loomis Sayles Core Disciplined Alpha Bond Fund.
On June 1, Thomas McCauley became
assistant PM of the Driehaus Event Driven Fund (DEVDX).
In relation, since May 25, Matthew Schoenfeld
no longer PMs the fund.
Since June 1, Jens Langewand no longer
PMs the Invesco Global Low Volatility Equity Yield Fund,
and the Invesco Global Market Neutral Fund.
On June 1, Virtus Investment Partners acquired RidgeWorth Capital Management,
and its subsidiaries, including Ceredex Value Advisors, Silvant Capital Management,
and Seix Investment Advisors.
In addition, RidgeWorth will now carry the Virtus name. The deal was initially announced
in December 16, 2016.
On June 5, the newly merged Janus Henderson
seven of their portfolios.
Also on June 5, Janus Henderson will rename
two funds. The Janus Aspen Enterprise Fund
will become the Janus Henderson Enterprise Fund,
and the Janus Aspen Forty Fund
will become the Janus Henderson Forty Fund.
On June 19, the BlackRock Short-Term Inflation-Protected Securities Index Fund
a name change to become the iShares Short-Term TIPS Bond Index Fund.
On June 1, Pear Tree Funds changed
its annual operating expenses for the Pear Tree Quality Fund,
the Pear Tree PanAgora Emerging Markets Fund,
and the Pear Tree PanAgora Risk Parity Emerging Markets Fund.
On June 1, the Fidelity Series Growth & Income Fund no longer
pays a management fee to the adviser.
On August 11, the Voya Diversified International Fund
The fund has been closed to new investors since April 26, 2007.
On June 1, the Triad Small Cap Value Fund,
a part of the PFS
fund series, has liquidated.
On July 31, the GuideMark Opportunistic Equity 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 firstname.lastname@example.org.
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