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Monday, July 31, 2017|
Filings for Fundsters - July 31, 2017
On July 28, the investment advisor for the Pioneer Variable Contracts Trust has changed from Pioneer Investment Management to Amundi Pioneer Asset Management.
Effective January 1, 2018 the Board of Trustees has approved a proposal to change Fidelity MSCI Industrials Index ETF from a diversified to non-diversified fund.
Effective August 1, the following PureFunds will change their names:
On October 18, shareholders will meet to consider electing Barry Fink, Jan M. Lewis, Stephen E. Yates, and Thomas W. Bunn to the board of directors at American Century Funds.
On June 30, Juliet Ellis no longer serves as the lead PM of Invesco's portion of the Strategic Advisers Small-Mid Cap Fund. Juan Hartsfield has replaced Ellis as the lead PM.
Class SharesOn July 28, BlackRock Funds can invest in China A-shares listed and traded on the Shanghai Stock Exchange or the Shenzhen Stock Exchange.
Starting July 31, Class T shares are not available for purchase.
On July 31, Virtus Equity Trust Class T Shares are no longer available.
Fee ChangesFrom July 31 to September 7, the Deutsche Massachusetts Tax-Free Fund and Real Assets Fund sales charges are waived.
Effective July 31, the Legg Mason Low Volatility High Dividend ETF has reduced its management fees.
On August 1, the Fidelity Large Cap Value Index Fund will reduce its sub-advisory fee rate.
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 firstname.lastname@example.org.
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