Effective July 31, shares of Dreyfus AMT-Free New York Municipal Cash Management
and Dreyfus Institutional Preferred Money Market Fund
will no longer be offered
by either fund.
On August 31, Dreyfus Prime Money Market Fund
will no longer offer
and terminate its Class B and Class C shares.
On September 29, shares of the Federated California Municipal Cash Trust
will be closed
to new accounts.
On July 31, Matthew Merritt became
a primary portfolio manager of BNY Mellon Absolute Insight Multi-Strategy Fund
On July 31, Charles W. Grande
will be added
as a portfolio manager to the UBS Series M-Fund and
the Municipal Bond Fund
On August 7, David Linsen
, partner and director of equities at Lord Abbett
, is replacing Jeffrey Rabinowitz
on the Lord Abbett Series Fund
On July 31, Yarek Aranowicz
, partner and director of global equity research at Lord Abbett, will replace
all the previous PMs for the Lord Abbett Global Core Equity Fund
and the Lord Abbett International Core Equity Fund
Effective January 1, 2018 the board of Wells Fargo Funds Trust, Wells Fargo Variable Trust, Wells Fargo Master Trust and Asset Allocation Trust appointed James Polisson
and Pamela Wheelock
as members of the advisory board of each trust.
Effective August 1, Edward Ramos
will no longer serve
as a PM of the MainStay International Equity Fund
On December 31, Christian Derold
will no longer serve
as a PM to the Morgan Stanley Global Franchise Portfolio, Global Quality Portfolio, and International Equity Portfolio
On August 1, Dennis W. Stattman
from the MassMutual Select BlackRock Global Allocation Fund
As of November 1, the Dreyfus Premier GNMA Fund
name will change
to Dreyfus U.S. Mortgage Fund
On July 31, the Dimensional
Investment Group LWAS/DFA Two-Year Fixed Income Portfolio
and LWAS/DFA Two-Year Government Portfolio
to the DFA Two-Year Fixed Income Portfolio
and DFA Two-Year Government Portfolio
On October 1, the Deutsche Global Growth VIP
will be renamed Deutsche International Growth VIP.
On July 31, the Horizons DAX Germany ETF
a portion of its fees.
Effective August 1, the waiver of a portion of the Investor Class's 12b-1 fees for the Value Line Larger Companies Focused Funds
will be replaced
by a contractual expense limitation agreement.
Effective August 1, certain of the Prudential QMA International Equity Fund
expenses will be reduced
Alambic Investment Management
its management fee until August 31.
On August 1, the management fees and expense limit of the Great-West International Index Fund
have been reduced.
Effective July 21, the fee
to Newton Investment Management
, the Dreyfus Global Dynamic Bond Fund's
sub-investment adviser, is 0.19 percent of the fund's average daily net assets.
On July 31, Valcour Capital Holdings
, which is sole owner of Valcour Capital Management, the current sub-adviser to the Ziegler Floating Rate Fund
will be sold
to Pretium Partners.
Effective August 2, BlackRock's iShares
will no longer be listed on the NYSE Arca and will be changed
to the NASDAQ Stock Market.
By the end of August 2017, TimesSquare Capital
responsibility for a portion of the Vanguard International Explorer Fund
On July 31, the Northern Trust Large Cap Equity Fund
into the Large Cap Core Fund
. The Technology Fund
was liquidated and terminated.
On September 21, a meeting will be held by shareholders on the reorganization
of the Kansas Municipal Fund, Maine Municipal Fund, Nebraska Municipal Fund, New Hampshire Municipal Fund, and Oklahoma Municipal Fund
to consolidate all municipal funds managed by Viking Fund Management
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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