Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Filings for Fundsters - July 14, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, July 14, 2017

Filings for Fundsters - July 14, 2017

by: Waiho Zhang

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. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use