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Wednesday, August 23, 2017

Filings for Fundsters - August 23, 2017

by: Waiho Zhang

Investment Advisors

On August 21, Capstone Asset Management Company became Crossmark Global Investments, Inc.

On August 21, LMM LLC became Miller Value Partners, LLC.


People Moves

On August 21, Christine Glavin became the new CFO and treasurer of Rainier Investment Management.

On October 1, Arik A. Ahitov will become the sole PM of the FPA Capital Fund.



On August 23, BH-DG Systematic Trading LLP replaced Blue Jay Capital Management as the new sub-advisor to the Neuberger Berman Absolute Return Multi-Manager Fund.

On October 27, Wellington Capital Management will become the new sub-advisor to the NML Mid Cap Growth Stock Portfolio and the NML Large Cap Core Stock Portfolio.


Fund Updates

On August 21, investors can no longer purchase the Allstate FutureVest Variable Adjustable Life Fund and Class I-2 shares of the Alger Large Cap Growth Portfolio together.

On September 15, the Cavalier Dividend Income Fund will become the Nebraska Fund. It will primarily invest in common stocks of publicly traded companies that are headquartered in Nebraska or have significant local interest in Nebraska.



On August 22, the Calvert VP Russell 2000 Small Cap Index Portfolio now seeks investment results that correspond to the investment performance the U.S. common stocks present on the Russell 2000 Index.


Class Shares

Starting August 22, a dealer's commission for selling class A shares from the Delaware Group Advisor funds that are over $1 million can be paid by the distributor to participating financial intermediaries.


Fund Terminations

On November 1, the Pioneer Emerging Markets VCT Portfolio will liquidate.


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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