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Monday, July 17, 2017

Filings for Fundsters - July 17, 2017

by: Waiho Zhang

New Funds

On July 14, BMT Investments launched its' Multi-Cap Fund which is designed to track long term capital appreciation while providing a moderate level of income.


People Moves

On July 1, Colin Kinney became the CCO of Victory Funds. He previously served as the CRO (Chief Risk Officer) of the funds.



On July 17, the Chartwell Investments' Managers Series Trust Fund was reorganized into its' Berwyn Fund. The fund has agreed to temporaily waive its operating expenses fee until July 17, 2019.

On September 14, there will be a shareholders meeting to seek approval of the plan to reorganize the Rainier Mid Cap Equity Fund and the Rainier Small/Mid Cap Equity into the Hennessy Cornerstone Mid Cap 30 Fund as well as the plan to reorganize the the Rainier Large Cap Equity Fund into the Hennessy Cornerstone Large Growth Fund.



On July 14, the Invesco Multi-Asset Income Fund changed its investment strategy and is now able to invest in securities of MLPs. The MLPs the fund invests in are publicly traded partnerships or limited liability companies engaged in transportation, storage, processing, refining, marketing, exploration, production, ad mining of minerals and natural resources. The securities can have any capitalization size.


Share Classes

On August 1, the following Franklin Templeton trusts and series funds will begin offering Class R6 shares:
  • Franklin Fund Allocator Series
  • Templeton Global Investment Trust
  • Templeton Income Trust
  • Franklin Tax-Free Trust
  • Franklin Federal Tax-Free Income Fund
  • Franklin New York Tax-Free Income Fund
  • Franklin Municipal Securities Trust
  • Franklin California Tax-Free Trust
  • Franklin Strategic Mortgage Portfolio
  • Franklin New York Tax-Free Trust
  • Franklin Templton Global Trust


Fund Updates

On July 14, the Transamerica Freedom Asset Advisor closed to new sales.



On August 28, the redemption fees for shares held less than 60 days for the Toreador International Fund will be 2 percent.


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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