People Moves
On July 1,
Ralph F. Verni retired as a trustee of
Eaton Vance Funds.
On July 11,
Joseph Glatt, CIO of
Apollo Investments,
joined the board of directors at
Cion Investment Corporation.
***
Strategies
On September 25,
Jackson Variable Series Trusts' JNL/DFA U.S. Micro Cap Fund will be
adopting a non-fundamental investment policy to invest at least 80 percent of its assets in securities of U.S. small-capitalization companies.
***
Class Shares
On July 7, the
Resource Credit Income Fund, from
Resource Alternative Advisors,
suspended the offering of its class U, T and D shares.
***
Fees
On July 1, the
Morgan Stanley VIF U.S. Real Estate Portfolio, Class I Shares revised their fee wavier.
On July 12,
IndexIQ Advisors reduced the expenses of the following funds:
- IQ 50 Percent Hedged FTSE International ETF
- IQ 50 Percent Hedged FTSE Europe ETF
- IQ 50 Percent Hedged FTSE Japan ETF
On July 20,
Vanguard will
impose a $10 wire fee on outgoing wire redemption from non-retirement accounts. They will impose it on retirement accounts starting September 13.
***
Terminations
On July 24, the
Transamerica Global Long/Short Equity Fund will
liquidate. The fund was closed to new investors on July 13.
***
40-APPs
On July 12,
CBOE Vest Financial LLC requested permission to create index-based ETFs, including self-indexing, that has the ability to invest in other mutual funds.
***
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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