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Wednesday, July 12, 2017

Filings for Fundsters - July 12, 2017

by: Waiho Zhang

People Moves

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.


Fund Launches

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.


Fund Updates

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 will liquidate. 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


Class Shares

On July 13, Advisor M class shares of the Fidelity Government Money Market Fund will replace 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 editors@investmentwires.com. 

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