Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Filings for Fundsters - June 6, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, June 6, 2017

Filings for Fundsters - June 6, 2017

by: Waiho Zhang

Fund Update


On June 1, 2017, American Independence Funds' advisor RiskX Investments, LLC renamed itself to Manifold Fund Advisors, LLC. The funds' subadvisor Fischer Francis Trees & Watts, Inc. renamed itself to BNP Paribas Asset Management USA, Inc.

On June 5, 2017, Janus Funds has renamed their following portfolios:
  • The MSVP Janus Portfolio will be renamed MainStay VP Janus Henderson Balanced Portfolio
  • The Janus Portfolio will be renamed Janus Henderson VIT Global Research Portfolio

On June 5, 2017, the Deutsche CROCI Sector Opportunities Fund has reclassified as a diversified fund.

On June 5, 2017, Janus Funds renamed their Janus SG Global Quality Income ETF to Janus Henderson SG Global Quality Income ETF following the merger of the Janus Capital Group, INC. and Henderson Group, Plc. on May 30, 2017.

On June 5, Janus Henderson changed the name of the Janus Diversified Alternatives Fund, to the Janus Henderson Diversified Alternatives Fund.

***


Fees


From July 1, 2017 through October 31, 2019, the Frontier Phocas Small Cap Value Fund, subadvised by Frontegra Asset Management, will waive its management fee.

***


Reorganization


On June 2, 2017, the board of trustees of Rainer Investment Management reorganized the following Rainer Funds into corresponding funds that are part of the Hennessy Funds Trust:
  • The Rainier Small/Mid Cap Equity Fund will merge into the Hennessy Cornerstone Mid Cap 30 Fund
  • The Rainier Mid Cap Equity Fund will merge into the Hennessy Cornerstone Mid Cap 30 Fund
  • The Rainier Large Cap Equity Fund will merge into the Hennessy Cornerstone Large Cap Growth Fund

On June 19, 2017, Northern Lights' Ascendant Deep Value Convertibles Fund will be renamed to The Ascendant Deep Value Bond Fund and on August 4, 2017, the fund will change it's non-fundamental investment policy from investing at least 80 percent in convertible securities to investing at least 80 percent in bonds.

People


On June 1, Jeremy Gogos was added as PM to the Advantus Dynamic Managed Volatility Fund and the Advantus Managed Volatility Equity Fund.

Reorganizations


On June 1, Eagle Asset Management switched to being a mutual fund subadvisor. Eagle and affiliates ClariVest Asset Management and Cougar Global Investments will serve as subadvisors to The Eagle Funds while Carillon Towers will be the funds advisor. (Carillon, Raymond James' subsidiary, is the multi-boutique parent of Clarivest, Cougar, and Eagle).

***


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. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use