On June 30, Pablo De La Mata
and Benjamin Stone
no longer serve
as PM to the MFS Global Total Return Fund
On October 31, Eric Sappenfield
will no longer serve
as a PM for the MainStay Epoch Equity Yield Funds
and the MainStay Income Builder Fund
On October 31, Eric Sappenfield will no longer serve
as the PM for the John Hancock Tax-Advantage Global Shareholder Yield Fund
Starting on August 16, Templetons' International Equity Series
at least 80 percent of its net assets into foreign securities under normal market conditions. The fund will primarily invest in companies outside the U.S., which includes companies located in developing countries.
Effective August 18, the Schwab Large-Cap Growth Fund
will now invest
at least 80 percent of its net assets into U.S. common stock.
Starting on October 1, the Wells Fargo WealthBuilder Moderate Balanced Fund
40 percent of the funds total assets into stock funds, 55 percent into bond funds, and 5 percent into alternative investment funds.
On August 17, the minimum initial investment for the Monteagle Select Value Fund became
On August 18, the First Trust CBOE S&P 500 VIX Tail Hedge Fund changed
its name to the First Trust Dorsey Wright People’s Portfolio ETF
On August 25, the Goldman Sachs Global Managed Beta Fund
their fiscal year end from October 31 to August 31.
On August 28, the Thrivent Bond Index Portfolio
its name to the Thrivent Bond Government Bond Portfolio
. It will also start to seek total return that is consistent with the preservation of the portfolios' capital.
On September 22, the JP Morgan Federal Money Market Fund
and the JPMorgan Municipal Money Market Fund
On August 16, Class I and R1 shares of Transamerica Funds
began to pay
sub-TA fees between 10bps and 15bps.
On September 18, Class R6 shares of the Virtus Contrarian Value Fund, Virtus KAR Small-Cap Core Fund
and Virtus KAR Small-Cap Value Fund
will only be available
to investors without a minimum initial investment and certain employer-sponsored retirement plans.
On September 18, Class IS shares of the Virtus Silvant Small-Cap Growth Stock Fund
will no longer exist
and will no longer be available for purchase.
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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