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Fund Changes - Feb-17
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 7: 2/13/2017-2/17/2017

Robert M. Shearer will retire from BlackRock and will no longer serve as a portfolio manager of the BlackRock Equity Dividend fund (David Zhao and Franco Tapia will join the team managing the fund), and Chris Allen will join Martin Hegarty as a portfolio manager to the BlackRock Inflation Protected Bond fund, replacing Gargi Pal Chaudhuri...Aryeh Glatter will no longer help manage the JPMorgan Disciplined Equity fund...BlackRock registers the iShares Russell 2500 ETF, which will track the Russell 2500 Index, composed of mid- and small-cap U.S. equities...State Street Global files four index funds tracking single-country or region specific MSCI indexes: the State Street MSCI Canada Index, State Street MSCI Japan Index, State Street MSCI Europe Index, and State Street MSCI Pacific ex Japan Index funds...Clint Lawrence will join Derek Janssen to co-manage the Fidelity Small Cap Value fund...John D. Ryan will leave the portfolio management teams of several Deutsche funds, including the Deutsche Enhanced Commodity Strategy fund...Michael Grant will replace David Kalis and Michael Roesler on the portfolio management team of the Calamos Growth fund, and David Kalis will no longer help manage the Calamos Growth and Income fund, among other Calamos funds...Deutsche registers the Deutsche U.S. Multi-Factor fund, which will track the fundamentally-weighted Russell 1000 Comprehensive Factor Index, designed to track the equity market performance of U.S. companies selected on multi-factor criteria, including value, momentum, quality, low volatility and size, and weighted based on their relative exposure to all five factors...The Deutsche GNMA fund will lower its advisory fee and update its derivatives policy in connection with the acquisition of the Deutsche Strategic Government Securities fund...   MORE>>


Week 6: 2/6/2017-2/10/2017

John Delano will join Rajeev Bhaman to co-manage the Oppenheimer Global fund...Simon Lee will retire from Osterweis Capital Management effective May 15, 2017, and will be replaced by Craig L. Manchuck on the portfolio management team for the Osterweis Strategic Income fund...David Rogal will join the team managing the BlackRock Core Bond fund...Fidelity registers two index funds tracking ESG indexes: the Fidelity International Sustainability Index fund and the Fidelity U.S. Sustainability Index fund, and also files the Fidelity Emerging Markets II fund, which will invest in issuers in emerging markets using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions...BlackRock files two smart-beta fixed income ETFs: the iShares Edge High Yield Defensive Bond ETF andiShares Edge Investment Grade Enhanced Bond ETF...OppenheimerFunds files the OFI Pictet Global Environmental Solutions fund, which will invest in equity securities issued by U.S. and non-U.S. companies with a low environmental impact, those that make a substantial active contribution to solving environmental challenges, or provide technologies to improve the efficiency of natural resource consumption...The AB Income fund and AB Limited Duration High Income funds will lower their advisory fees, as well as lower their caps on total operating expenses for Class A, Class C, and Advisor Class shares...   MORE>>


Week 5: 1/30/2017-2/03/2017

Fidelity files twelve Fidelity K6 funds, which will not charge a sales load or a 12b-1 distribution fee, have no purchase minimum, and are generally available only to employer-sponsored retirement plans that are recordkept by Fidelity...The management fee structure for Schwab index funds will change to a unitary fee structure, and the management fees payable by each fund will be reduced...David M. Hollond will leave the portfolio management teams of the American Century Heritage and American Century All Cap Growth funds...Ruta Ziverte and Chris Kelly will replace Hemant Baijal on the team managing the Oppenheimer Global Strategic Income fund...Junichi Inoue will replace Vincent Musumeci in managing the Japan sub-portfolio of the Henderson International Opportunities fund...Anujeet Sareen will help manage the Legg Mason BW Absolute Return Opportunities and Legg Mason BW Global Opportunities Bond funds...Ivy Investment Management Company proposes five index funds that will be sub-advised by ProShare Advisors...Pioneer registers five NextShares...PIMCO registers three ETFs tracking RAFI Dynamic Multi-Factor indexes, which are designed to provide long-only exposure to multiple equity factors, varying exposure to these factors using metrics to tilt toward those that are particularly attractive on a forward looking basis...Dimensional Fund Advisors files the DFA U.S. High Relative Profitability and DFA International High Relative Profitability portfolios, which will each purchase a broad and diverse group of readily marketable securities of large U.S. and non-U.S. companies, respectively, that the advisor determines to have high profitability relative to other large cap companies...Cliffwater will leave the sub-advisory team of the Principal Global Multi-Strategy fund...Los Angeles Capital and Equity Research will be added as an additional sub-advisor for the Columbia Active Portfolios Multi-Manager Growth fund...   MORE>>


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