Filings for Fundsters - June 12, 2017
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Monday, June 12, 2017

Filings for Fundsters - June 12, 2017

People Moves

On June 30, Donald G. Taylor will no longer serve as a member of the team that is responsible for the securities selection, research and trading for the active allocated portion of the AXA/Franklin Small Cap Value Managed Volatility Portfolio.


Upcoming Funds

On June 9, T. Rowe Price filed an N-1A for its upcoming Multi-Strategy Total Return Fund.


New Strategies

On June 9, the primary objective of the Kaiser Permanente (KP) International Equity Fund's passive international small cap equity sub-strategy has changed to seeking to replicate the performance of the MSCI World ex-US Small Cap Index.

Starting August 1, Natixis' Vaughan Nelson Small Cap Value Fund will be able to go short.


Class Shares

Today Oppenheimer Funds tweaked language around class Y shares of its' fund.

On July 17, certain Colombia Funds' class B shares will be automatically converted to class A shares. Those funds' class B shares will be closed to new investors prior to the conversion.



On June 12, the BlackRock U.S. Government Bond Portfolio Fund reduced its' contractual management fee rate.


Terminated Funds

On August 31, the AMG Managers High Yield Fund will liquidate.


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

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