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Friday, August 18, 2017

Filings for Fundsters - August 18, 2017

by: Waiho Zhang

People Moves

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 will invest 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 will allocate 40 percent of the funds total assets into stock funds, 55 percent into bond funds, and 5 percent into alternative investment funds.


Fund Updates

On August 17, the minimum initial investment for the Monteagle Select Value Fund became $10,000.

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 will change their fiscal year end from October 31 to August 31.

On August 28, the Thrivent Bond Index Portfolio will change 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 will liquidate.


Share Classes

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 editors@investmentwires.com. 

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