On July 10, Ross Glotzbach became
the co-PM of the LongLeaf Partners Fund
and Josh Shores
became the co-PM of the Longleaf Partner International Fund
. Shore replaces Scott Cobb
, who stepped down as portfolio manager for the international fund.
On December 31, Cindy L. Sweeting
— the president of Templeton
investment counsel, PM of the Emerging Markets Series Fund
, Foreign Smaller Companies Series Fund
, and Global Equity Series Fund
, and lead PM of the International Equity Series
and the International Equity Fund
— will retire
. She will be replaced as lead PM by Antonio T. Docal
, current research analyst and deputy director of research, on January 1, 2018. Docal will also co-manage the funds with Peter A. Nori
and Matthew R. Nagle
, who are also current research analysts at Templeton.
On July 11, SportsETFs' ProSports Sponsors ETF launched
. The fund is now trading under the ticker symbol FANZ
On July 10, Phoenix American Financial Services, Inc. became
the new transfer agent for Triton Pacific Investment Corporation
On July 10, the Direxion Daily EURO STOXX 50® Bull 3X Fund switched
its ticker symbol to EUXL.
On August 25, the Sentinel Unconstrained Bond Fund
. It will be closed to new investors on August 11.
On July 12, IndexIQ Advisors LLC waived
and reduced certain fees and expenses for the following funds:
- IQ 50 Percent Hedged FTSE International ETF
- IQ 50 Percent Hedged FTSE Europe ETF
- IQ 50 Percent Hedged FTSE Japan ETF
On July 13, Advisor M class shares of the Fidelity Government Money Market Fund
the Daily Money Class Shares of Fidelity funds as an exchange privileged for Class M shareholders.
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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