Investment Strategy
As of January 11,
Fidelity Real Estate Index Fund changed from a non-diversified fund to a diversified fund. As of January 18, the
Fidelity Series Commodity Strategy Fund changed its classification from a non-diversified fund to a diversified fund.
As of February 8,
Eagle Asset Management's
Capital Management Mid-Cap Fund has
updated its investment strategy.
***
Portfolio Managers
| Prabha Carpenter Homestead Funds Senior Equity Portfolio Manager | |
As of February 8,
RE Advisers Corporation's
Value Fund and the
Small-Company Stock Fund are
co-managed by
Mark Ashton and
Prabha Carpenter.
***
Share Classes
As of February 8, K Class shares of the
Royce International Premier Fund are
no longer offered.
***
Subadvisors
On February 25,
Weitz Investment Management, Inc will
no longer serve as a subadvisor for the
Goldman Sachs Multi-Manager U.S. Dynamic Equity Fund.
***
New and Upcoming Funds
Probabilities Fund Management, LLC is
launching the
Probabilities Fund.
Bluerock Fund Advisor, LLC is
launching the
Total Income+ Real Estate Fund.
Nuveen Asset Management is
launching the
Nuveen Dynamic Allocation 60/40 Portfolio, 1Q 2017.
***
Fund Mergers and Liquidations
On February 28, the
Western Asset Ultra Short Obligations Fund will
terminate and liquidate.
***
Management
As of February 3, the
Vedder Price P.C serves as
legal counsel for the
Integrity Growth & Income Fund, the
Williston Basin/Mid-North America Stock Fund, the
Integrity High Income Fund, the
Integrity Dividend Harvest Fund the
Integrity Energized Fund.
***
Rebranding
On April 10, the
HSBC Emerging Markets Debt Fund will
undergo a name change and become the
HSBC Emerging Markets Local Debt Fund. The rebranded fund will also update its investment strategy.
The
Disciplined Growth Plus Fund is
undergoing a name change and will become the
AC Alternatives Disciplined Long Short Fund.
***
Fees
The
RBC Emerging Markets Equity Fund is
updating its fees.
***
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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