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Monday, August 14, 2017

Filings for Fundsters - August 14, 2017

by: Waiho Zhang


People Moves


On August 11, Dennis J. Santos, VP of investment solutions for State Street, replaced Mike Cervi, as PM for the State Street Small-Cap Equity V.I.S Fund.

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Reorganization


On August 11, the Waddell & Reed Advisor Funds reorganized into the Ivy Funds.

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Terminations


On September 15, the Marketocracy Master 100 Fund will liquidate.

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Fees


On September 11, the BTS Tactical Fixed Income Fund will discontinue its redemption fee after 30 days of purchase.

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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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