Rebranding
On December 16, fund shareholders are being asked to vote on the
Guggenheim Enhanced Equity Strategy Fund and the
Guggenheim Enhanced Equity Strategy Fund merging with the
Guggenheim Enhanced Equity Income Fund.
***
| James Davey Hartford Funds President | |
Exemptive Relief
Hartford Funds Management Company LLC is
requesting exemptive relief to create ETFs.
***
New and Upcoming Funds
Elkhorn Investments LLC is
launching the
Elkhorn S&P MidCap Consumer Discretionary Portfolio, the
Elkhorn S&P MidCap Consumer Staples Portfolio, the
Elkhorn S&P MidCap Energy Portfolio, the
Elkhorn S&P MidCap Financials Portfolio, the
Elkhorn S&P MidCap Health Care Portfolio, the
Elkhorn S&P MidCap Industrials Portfolio, the
Elkhorn S&P MidCap Information Technology Portfolio, the
Elkhorn S&P MidCap Materials Portfolio and the
Elkhorn S&P MidCap Utilities Portfolio.
Harding Loevner LP is
launching the
Global Equity Research Portfolio and the
Emerging Markets Research Portfolio.
New York Life Investment Management LLC is
launching the
MainStay Common Stock Fund.
SSGA Funds Management, Inc. is
launching the
State Street U.S. Government Cash Management Fund.
WesBanco Investment Department, a division of WesBanco Bank, Inc., is
launching the
WesMark Small Company Growth Fund, the
WesMark Growth Fund, the
WesMark Balanced Fund, the
WesMark Government Bond Fund, the
WesMark West Virginia Municipal Bond Fund and the
WesMark Tactical Opportunity Fund.
J.P. Morgan Investment Management Inc. is
launching the
Undiscovered Managers Behavioral Value Fund and the
JPMorgan Realty Income Fund.
Ohio National Investments, Inc. is
launching the
ON Conservative Model Portfolio, the
ON Moderately Conservative Model Portfolio, the
ON Balanced Model Portfolio, the
ON Moderate Growth Model Portfolio and the
ON Growth Model Portfolio.
Harbor Capital Advisors, Inc. is
launching the
Harbor Strategic Growth Fund.
Hood River Capital Management LLC is
launching the
Hood River Small-Cap Growth Fund.
Transamerica Asset Management, Inc is
launching the
Transamerica Funds.
Camelot Funds, LLC is
launching the
Camelot Premium Return Fund and the
Camelot Excalibur Small Cap Income Fund.
Touchstone Advisors, Inc. is
launching the
Touchstone Ohio Tax-Free Bond Fund.
Cohen & Steers Capital Management, Inc. is
launching the
Cohen & Steers Real Assets Fund.
Northwood Securities LLC is
launching the
NWS Global Property Fund.
Fiera Capital Inc. is
launching the
Fiera Capital STRONG Nations Currency Fund.
***
Investment Strategy
Hennessy Funds Trust will
update its investment strategies and add Institutional Class shares to the
Hennessy Gas Utility Fund.
***
Management
E. Thayer Bigelow, chairman of
Lord Abbett's funds' board, will
retire from the Board effective December 31, 2016.
James L.L. Tullis will succeed him as chairman.
Sandra Jaffee retired as a director of
Hartford Series Fund, Inc. and
Hartford HLS Series Fund II, Inc on December 18.
***
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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