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Friday, February 03, 2017|
Filings for Fundsters - February 3, 2017
New and Upcoming Funds
BlackRock is launching the BlackRock All-Cap Energy & Resources Portfolio, the BlackRock Energy & Resources Portfolio, the BlackRock International Opportunities Portfolio, the BlackRock Advantage Small Cap Growth Fund and the BlackRock U.S. Opportunities Portfolio.
ETF Managers Group LLC is launching the PureFunds ISE Big Data ETF, the PureFunds ISE Mobile Payments ETF, the PureFunds ISE Cyber Security ETF, the PureFunds ISE Junior Silver (Small Cap Miners/Explorers) ETF, the PureFunds Drone Economy Strategy ETF, the PureFunds Video Game Tech ETF, the PureFunds Solactive FinTech ETF and the PureFunds ETFx HealthTech ETF. It is also launching the BlueStar TA-BIGITech Israel Technology ETF.
OFI Global Asset Management, Inc is launching the Oppenheimer Global Multi-Alternatives Fund.
Teton Advisors, Inc is launching the TETON Westwood Mighty Mites Fund, the TETON Westwood SmallCap Equity Fund, the TETON Westwood Mid-Cap Equity Fund, the TETON Westwood Equity Fund, the TETON Westwood Balanced Fund, the TETON Westwood Intermediate Bond Fund and the TETON Convertible Securities Fund.
SEI Investments Management Corporation is launching the SEI Institutional Managed Trust, which includes: the Large Cap Fund, the Large Cap Value Fund, the Large Cap Growth Fund, the Tax-Managed Large Cap Fund, the S&P 500 Index Fund, the Small Cap Fund, the Small Cap Value Fund, the Small Cap Growth Fund, the Tax-Managed Small/Mid Cap Fund, the Mid-Cap Fund, the U.S. Managed Volatility Fund, the Global Managed Volatility Fund, the Tax-Managed Managed Volatility Fund, the Tax-Managed International Managed Volatility Fund, the Real Estate Fund, the Enhanced Income Fund, the Core Fixed Income Fund, the U.S. Fixed Income Fund, the High Yield Bond Fund, the Conservative Income Fund, the Tax-Free Conservative Income Fund, the Real Return Fund, the Dynamic Asset Allocation Fund, the Multi-Strategy Alternative Fund and the Long/Short Alternative Fund.
RBC Global Asset Management (U.S.) Inc is launching the RBC BlueBay Emerging Market Select Bond Fund, the RBC BlueBay Emerging Market Corporate Bond Fund, the RBC BlueBay Global High Yield Bond Fund, the RBC BlueBay Global Convertible Bond Fund, the RBC BlueBay Absolute Return Fund, the RBC BlueBay Diversified Credit Fund and the RBC BlueBay Emerging Market Unconstrained Fixed Income Fund.
SAAMCo is launching the SA Fixed Income Index Portfolio, the SA International Index Portfolio, the SA Mid Cap Index Portfolio, the SA Small Cap Index Portfolio, the SA Index Allocation 60/40 Portfolio, the SA Index Allocation 80/20 Portfolio and the SA Index Allocation 90/10 Portfolio.
Tygh Capital Management, Inc is launching the TCM Small Cap Growth Fund.
Spencer Stewart no longer serves as a PM for the Emerging Markets Opportunities Fund, a member of the Financial Investors Trust.
Beth Vanney, Orhan Imer, and Toby Nangle no longer serve as PMs for the AST Columbia Adaptive Risk Allocation Portfolio.
On May 1, the Schwab Fundamental Emerging Markets Large Company Index Fund will update its initial investment minimum, shareholder servicing fee and expense limitation.
The AB Emerging Markets Multi-Asset Portfolio and the AB Select US Long/Short Portfolio have updated their management fees. They're also implemented a fee waiver and expense reimbursement plan.
On February 22, the Schwab Short-Term Bond Market Fund and the Schwab Total Bond Market Fund will be closed to new investors. On May 19, the Schwab Short-Term Bond Market Fund will reorganize into the Schwab Short-Term Bond Index Fund, and the Schwab Total Bond Market Fund will reorganize into the Schwab U.S. Aggregate Bond Index Fund.
The Aspiriant Risk-Managed Global Equity Fund is rebranding into the Aspiriant Risk-Managed Equity Allocation Fund. The rebranded fund will also update its fees.
The Delaware Diversified Floating Rate Fund is rebranding into the Delaware Floating Rate Fund. Likewise, the Delaware Core Plus Bond Fund is rebranding into the Delaware Strategic Income Fund.
On March 9, fund shareholders will vote on a change of investment strategy for the Dreyfus Third Century Fund. The fund will also undergo a name change to the Dreyfus Sustainable U.S. Equity Fund, if approved by shareholders.
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 email@example.com.
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