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Fund Changes - Dec-19
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 51: 12/16/2019-12/20/2019

  • Effective February 1, 2020, Michael K. Sewell will join Stephen L. Bartolini to co-manage the T. Rowe Price Limited Duration Inflation Focused Bond fund ($8.7 billion) and T. Rowe Price Inflation Protected Bond fund ($376 million). Effective February 1, 2021, Bartolini will step down as a portfolio manager and Sewell will become the sole portfolio manager to the funds...
  • David J. Linsen will no longer help manage the Lord Abbett Affiliated fund ($6.6 billion) and Lord Abbett Calibrated Dividend Growth fund ($2.6 billion)...
  • Christopher Ryon will leave the team managing the Thornburg Limited Term Municipal fund ($5.8 billion) and Thornburg Intermediate Municipal fund ($1.1 billion), among others...
  • Fidelity registers three actively managed equity ETFs that will be semi-transparent and will not publicly disclose the composition of its portfolio each business day (which may affect the price at which shares of the fund trade in the secondary market) but instead will publish daily a "Tracking Basket" designed to closely track the daily performance of the fund but without disclosing the ETF's actual portfolio holdings: the Fidelity Growth ETF, Fidelity Opportunistic ETF, and Fidelity Value ETF...
  • The Vanguard Windsor II fund ($47.5 billion) will remove Barrow, Hanley, Mewhinney & Strauss and The Vanguard Group's Quantitative Equity Group as investment advisors to the fund and add Aristotle Capital Management to the fund's investment team; and the Vanguard Selected Value fund ($8 billion) will replace Barrow, Hanley, Mewhinney & Strauss with Cooke & Bieler on the fund's investment team...
  • The Vanguard Windsor II fund ($47.5 billion) anticipates that the management fee for its Investor Class will increase by 2 basis points (from 0.31% to 0.33%) and the Admiral Class by 1 bp (from 0.24% to 0.25%), and the Vanguard Selected Value fund ($8 billion) will decrease its management fee by 2 bp (from 0.34% to 0.32%)...
  • Morgan Stanley plans to offer the Morgan Stanley Institutional Permanence fund, which will seek to invest in equity securities of established companies with strong name recognition and sustainable competitive advantages...
  • First Sentier Investors (Australia) IM will join the sub-advisory team of the Northern Multi-Manager Global Listed Infrastructure fund ($1.1 billion)...
  • JPMorgan Chase Bank will replace Deutsche Bank AG as securities lending agent for the Janus Henderson funds...
  • The FTSE4Good US Select Index, tracked by the Vanguard FTSE Social Index fund ($7.1 billion), plans to expand the criteria for its ESG screens, adding a fossil fuels screen and an anti-corruption screen, modifying its vice screens, and evaluating companies under a company conduct screen...
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Week 50: 12/9/2019-12/13/2019

  • Mihir Worah plans to retire and will no longer help manage a number of PIMCO funds, including the PIMCO Total Return ($67 billion) and PIMCO Total Return ESG ($1.4 billion) funds (Mohit Mittal will join the funds' management team); the PIMCO Real Return ($9.2 billion), PIMCO Long-Term Real Return ($1.6 billion), PIMCO Real Estate Real Return Strategy ($1.2 billion), and PIMCO Inflation Response Multi-Asset ($1 billion) funds (Daniel He will begin serving as an additional portfolio manager on these funds); and the PIMCO CommodityRealReturn Strategy fund ($3.8 billion), among other funds...
  • Alexander Mackey, Johnathan Munko, and Henry Peabody will join the portfolio management team of the MFS Total Return fund ($7.7 billion), and Brooks Taylor and Jonathan Sage will no longer help manage the fund effective December 31, 2020; Mackey will join the team of the MFS Total Return Bond fund ($6.8 billion); and Peabody will join the teams managing the MFS Corporate Bond fund ($4.7 billion) and MFS Global Total Return fund ($1.8 billion)...
  • Raghavendran Sivaraman will help manage the Columbia Disciplined Core fund ($4.5 billion), among other funds, and Hans F. Stege will join Stephen Kusmierczak to co-manage the Columbia Acorn International fund ($2.7 billion)...
  • T.Rowe Price will actively manage four new equity ETFs that, unlike traditional ETFs, will publish daily a “Proxy Portfolio” that has some but not all of the ETF's holdings, instead of the ETF’s actual portfolio, to help trading in shares of the ETFs...
  • Invesco is rationalizing its product lineup and plans to reorganize twenty-five funds into corresponding acquiring Invesco funds in April or May of 2020, and this week Invesco registers five actively managed factor-based bond ETFs...
  • BlackRock files three iShares fundamental index ETFs with exposure to five equity style factors (momentum, quality, value, size and low volatility)...
  • Fort Washington Investment Advisors will leave the sub-advisory team of the Brinker Capital Destinations Large Cap Equity fund ($4.1 billion)...
  • PGIM will join FIAM as sub-advisor to the Fidelity Strategic Advisers Income Opportunities fund ($2 billion)...
  • The iShares Core S&P Mid-Cap ETF ($51.7 billion) will lower its advisory fee from 0.07% to 0.06%...
  • Five Schwab bond ETFs will lower their advisory fee from 0.06% to 0.05%, including the Schwab Short US Treasury ETF ($5.2 billion) and Schwab Intermediate US Treasury ETF ($4.9 billion)...
  • Baillie Gifford Overseas will join the sub-advisory team of the Schwab Laudus International MarketMasters fund ($1.4 billion)...
  • Boston Partners Global Investors will replace Templeton Investment Counsel as sub-advisor to the John Hancock II International Value fund ($253 million), and Wellington Management Company will replace PIMCO as sub-advisor to the John Hancock II Global Bond fund ($41 million, to be named John Hancock II Opportunistic Fixed Income fund effective February 28, 2020)...
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Week 49: 12/2/2019-12/6/2019

  • The Janus Henderson Balanced ($18.9 billion), Janus Henderson Flexible Bond ($3.9 billion), and Janus Henderson Short-Term Bond ($1.2 billion) funds will make changes to their portfolio management teams: Greg Wilensky will be appointed as Head of U.S. Fixed Income of Janus Capital Management effective January 29, 2020, and will begin co-managing the funds, Darrell Watters and Mayur Saigal will leave the teams managing the funds, and Michael Keough will join the Janus Henderson Short Term Bond and Janus Henderson Balanced funds in December 2019, with Seth Meyer also joining the Short-Term Bond fund in December...
  • Vanguard registers the Vanguard Total International Bond II Index fund, which will track the performance of the Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged) in the same way that the Vanguard Total International Bond Index fund ($143 billion) is managed, and Joshua C. Barrickman will serve as portfolio manager of both funds...
  • Hartford files the Hartford Core Bond ETF, which will employ Wellington Management Company to invest primarily in investment grade fixed income securities...
  • Effective November 30, 2019, Boussard & Gavaudan Investment Management will no longer serve on the sub-advisory team of the Blackstone Alternative Multi-Strategy fund ($8.18 billion)...
  • The Pax Large Cap fund ($740 million), the Pax Small Cap fund ($432 million), and the Pax Ellevate Global Women’s Leadership fund ($445 million), as well as the Impax Global Women’s Leadership Index, are expected to be fossil fuel-free effective December 9, 2019...
  • The iShares Commodities Select Strategy ETF ($517 million) will continue to seek total return by providing investors with broad commodity exposure but will no longer invest in equity securities of issuers engaged in a commodities-related business...
  • Nicholas Fischer will no longer serve as a portfolio manager of the SPDR Portfolio Aggregate Bond ETF ($4.8 billion) and SPDR Portfolio Mortgage Backed Bond ETF ($731 million)...
  • G.R. Nelson will join Michael A. Allison to co-manage the Eaton Vance Tax-Managed Diversified Equity Income fund ($1.8 billion), among other funds...
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