Filings for Fundsters - August 7, 2017
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Monday, August 07, 2017

Filings for Fundsters - August 7, 2017


On August 4, State Funds' Enhanced Ultra Short Duration Mutual Fund started to invest with the objective to generate income consistent with the preservation of capital and daily liquidity. The fund is advised by New York Alaska ETF Management.


Fund Updates

On August 21, the LVIP SSGA Moderately Aggressive Index Allocation Fund and the LVIP SSGA Moderately Aggressive Structured Allocation Fund will allow investors to allocate 100 percent of their contract and account values.



On August 4, the NYLIAC Variable Universal Life Fund changed its minimum and maximum operating fees.

On August 4, American Beacon Funds installed a new minimum investment fee.


Class Shares

On August 21, you can receive a charge reduction on the Class A and Class M shares of the Fidelity Advisor Mid Cap II Fund if you combine the purchases of Class A, Class M, and Class C shares of any Fidelity Funds that offer these shares.

On August 7, the number of shares required to form a creation unit of Elevation ETF Trusts' Summit Water Infrastructure Multifactor ETF will be reduced from 50,000 to 25,000.


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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