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Friday, July 14, 2017

Filings for Fundsters - July 14, 2017

by: Waiho Zhang

People Moves

On July 1, Ralph F. Verni retired as a trustee of Eaton Vance Funds.

On July 11, Joseph Glatt, CIO of Apollo Investments, joined the board of directors at Cion Investment Corporation.



On September 25, Jackson Variable Series Trusts' JNL/DFA U.S. Micro Cap Fund will be adopting a non-fundamental investment policy to invest at least 80 percent of its assets in securities of U.S. small-capitalization companies.


Class Shares

On July 7, the Resource Credit Income Fund, from Resource Alternative Advisors, suspended the offering of its class U, T and D shares.



On July 1, the Morgan Stanley VIF U.S. Real Estate Portfolio, Class I Shares revised their fee wavier.

On July 12, IndexIQ Advisors reduced the expenses of 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 20, Vanguard will impose a $10 wire fee on outgoing wire redemption from non-retirement accounts. They will impose it on retirement accounts starting September 13.



On July 24, the Transamerica Global Long/Short Equity Fund will liquidate. The fund was closed to new investors on July 13.



On July 12, CBOE Vest Financial LLC requested permission to create index-based ETFs, including self-indexing, that has the ability to invest in other mutual funds.


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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