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Rating:Filings For Fundsters October 11, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, October 11, 2017

Filings For Fundsters October 11, 2017

by: Bridget Doyle

PMs



Franklin will start 2018 with a few new PMs. Franklin Series Mutual Funds will see the bulk of it, as Christian Correa starts with Franklin Mutual Global Discovery Fund, Mandana Hormozi with Franklin Mutual European Fund, and Timothy Rankin with Franklin Mutual International Fund. Correa will also work with Franklin Mutual Global Discovery VIP Fund.

Brighthouse/Artisan Mid Cap Value Portfolio is welcoming a new PM to its team this month: Thomas A. Reynolds IV. Advised by Brighthouse Investment Advisers, LLC, and sub-advised by Artisan Partners Limited Partnership, the fund is focused on long-term capital growth.

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Board Members



On October 2, Ira Rothblut stepped down from his positions on the board of trustees and the audit committee of the Northern Lights Fund Trust IV. Rothblut was chairman of the committee and will be replaced by Joseph Breslin. No replacement has been named for the board seat.

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Rebranding



Sierra Core Retirement Fund, a series of Northern Lights Fund Trust, will be renamed Sierra Tactical All Asset Fund on November 1. No other changes are expected for the fund.

An Eaton Vance subsidiary, Calvert Research and Management, changed the names of several funds in its Calvert Asset Allocation Funds series trust this week. On November 6, eleven funds from the series and an additional eleven Calvert funds will change names. Details below.

Calvert Asset Allocation Funds

1) Calvert Bond Portfolio is changing to Calvert Bond Fund
2) Calvert Ultra-Short Income Fund is changing to Calvert Ultra-Short Duration Income Fund
3) Calvert Developed Markets Ex-U.S. Responsible Index Fund is changing to Calvert International Responsible Index Fund
4) Calvert U.S. Large Cap Core Responsible Index Fund is changing to Calvert US Large-Cap Core Responsible Index Fund
5) Calvert U.S. Large Cap Growth Responsible Index Fund is changing to Calvert US Large-Cap Growth Responsible Index Fund
6) Calvert U.S. Large Cap Value Responsible Index Fund is changing to Calvert US Large-Cap Value Responsible Index Fund
7) Calvert U.S. Mid Cap Core Responsible Index Fund is changing to Calvert US Mid-Cap Core Responsible Index Fund
8) Calvert Capital Accumulation Fund is changing to Calvert Mid-Cap Fund
9) Calvert Equity Portfolio is changing to Calvert Equity Fund
10) Calvert Balanced Portfolio is changing to Calvert Balanced Fund
11) Calvert Small Cap Fund is changing to Calvert Small-Cap Fund


Additional Calvert Funds

1. Calvert Equity Portfolio is changing to Calvert Equity Fund
2. Calvert U.S. Large Cap Core Responsible Index Fund is changing to Calvert US Large-Cap Core Responsible Index Fund
3. Calvert U.S. Large Cap Growth Responsible Index Fund is changing to Calvert US Large-Cap Growth Responsible Index Fund
4. Calvert U.S. Large Cap Value Responsible Index Fund is changing to Calvert US Large-Cap Value Responsible Index Fund
5. Calvert Developed Markets Ex-U.S. Responsible Index Fund is changing to Calvert International Responsible Index Fund
6. Calvert U.S. Mid Cap Core Responsible Index Fund is changing to Calvert US Mid-Cap Core Responsible Index Fund
7. Calvert Capital Accumulation Fund is changing to Calvert Mid-Cap Fund
8. Calvert Small Cap Fund is changing to Calvert Small-Cap Fund
9. Calvert Bond Portfolio is changing to Calvert Bond Fund
10. Calvert Ultra-Short Income Fund is changing to Calvert Ultra-Short Duration Income Fund
11. Calvert Unconstrained Bond Fund is changing to Calvert Absolute Return Bond Fund

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Classes



In addition to the aforementioned name changes, Calvert Research and Management is also changing share classes. Y Class shares will be converted to I Class shares for seventeen funds, seven from Calvert Asset Allocation Funds. Details below.

AFFECTED FUNDS

FIXED INCOME
Calvert Bond Portfolio
Calvert Ultra-Short Income Fund


US EQUITIES
Calvert Small Cap Fund
Calvert Capital Accumulation Fund


INTERNATIONAL EQUITIES
Calvert International Opportunities Fund
Calvert International Equity Fund


EMERGING MASS MARKETS
Calvert Emerging Market Equity Fund

NON-SERIES FUNDS

Calvert Aggressive Allocation Fund
Calvert Balance Portfolio
Calvert Short Duration Income Fund
Calvert Income Fund*
Calvert Moderate Allocation Fund
Calvert Conservative Allocation Fund
Calvert Tax-Free Responsible Impact Bond Fund
Calvert High Yield Bond Fund
Calvert Green Bond Fund
Calvert Equity Portfolio


* Class R shares of the Fund will convert to Class A


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Launches



Vanguard launched two new fund this month with Wellington Management as the manager for both. Vanguard Global Wellington Fund and Global Wellesley Income Fund are both international, turnkey-style funds. John C. Keogh, Loren L. Moran, and Michael E. Stack will all work as fixed income PMs for each fund; additionally, Nataliya Kofman will be the equity PM for Vanguard Global Wellington Fund, and Ian R. Link will be the equity PM for Global Wellesley Income Fund.

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Check our previous Filings For Fundsters column (previously called Stork and Reaper) for more SEC filing updates. For the latest new hires, fund launches, and industry statistics, explore our Follow The Fundsters, New Fund Fuss, and AUM Update 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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