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Fund Changes - Mar-17
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 11: 3/13/2017-3/17/2017

BlackRock registers the BlackRock GA Disciplined Volatility Equity fund and the BlackRock GA Enhanced Equity fund, which will both invest in equities of any market cap across developed and emerging markets, and also files the iShares MSCI Emerging Markets ex China ETF...Transamerica Asset Management registers its first five ETFs, branded as DeltaShares and sub-advised by Milliman Financial Risk Management, all of which will track indices that dynamically allocate assets between various equity sectors, treasury bonds, and T-bills depending on the level of annualized volatility and the spread between the bonds and T-bills...Goldman Sachs files three fixed income ETFs, the Goldman Sachs Access Emerging Markets Local Currency Bond ETF, the Goldman Sachs Access High Yield Corporate Bond ETF, and the Goldman Sachs Access Investment Grade Corporate Bond ETF...Gabelli proposes two new NextShares funds: the Gabelli RBI NextShares fund, which will invest in domestic and foreign companies focused on physical asset development, including roads, bridges, and infrastructure, and the Gabelli Small Cap Growth NextShares fund, which will seek to invest in companies with a dominant market share or niche franchise in growing and/or consolidating industries...Paul Gordon will join the team managing the MFS Growth fund, and will no longer co-manage the MFS New Discovery fund, leaving Michael Grossman as the sole portfolio manager of the fund, and Harry Purcell will join the team managing the MFS Emerging Markets Equity fund...Emily Shanks will join the portfolio management team of the Putnam Short Duration Income fund...Fritz Kaegi will no longer serve as a portfolio manager on the team of the Columbia Acorn fund...Christine Hurtsellers will no longer serve as a portfolio manager to the Voya Intermediate Bond fund, and David Goodson and Randall Parrish will join Matthew Toms on the fund's management team...MFS Institutional Advisors will be replaced by GQG Parnters on the sub-advisory team of the Russell Global Equity and Russell International Developed Markets funds, EAM Investors will no longer sub-advise a portion of the Russell U.S. Small Cap Equity fund, GLG and T. Rowe Price Associates will become sub-advisors to a portion of the Russell Multi-Asset Growth Strategy fund and will replace Lazard and Loomis Sayles on the sub-advisory team of the Russell Multi-Strategy Income fund, and Mellon Capital Management will replace Goldman Sachs as a sub-advisor to a portion of the Russell Commodity Strategies fund...The $7.3 billion FMI International fund, advised by Fiduciary Management, will close to new investors effective April 30, 2017...   MORE>>


Week 10: 3/6/2017-3/10/2017

Morningstar registers its initial group of nine funds as a manager, utilizing a multi-manager approach with sub-advisors yet to be disclosed...Guggenheim files the Guggenheim Multi-Factor Large Cap ETF, a smart-beta ETF which will track an index composed of approximately 50 equally-weighted equity securities selected from the S&P 500 Index using a rules-based methodology to assign a multi-factor composite score...Columbia will redesignate Class W shares as Class T shares, and will implement a maximum front-end sales load of 2.50%...GSA Capital Partners, Millburn Ridgefield, Phase Capital, QMS Capital Management, and Three Rock Capital Management will be added as sub-advisors to the Altegris Managed Futures Strategy fund to manage the fund's managed futures strategy (J.P. Morgan Investment Management will continue to serve as a sub-advisor with regard to management of the fundís assets pursuant to its fixed income strategy)...David Braun, Jerome Schneider, and Daniel Hyman will begin managing the PIMCO Total Return Active ETF, replacing Scott A. Mather, Mark Kiesel, and Mihir Worah. The fund will also modify its investment strategy and change its name to the PIMCO Active Bond ETF...John R. Porter III will join the team managing the BNY Mellon Mid Cap Multi-Strategy fund, as well as other BNY Mellon Multi-Strategy funds...The Fidelity Enhanced Index funds will amend their management contract and replace their existing arrangement with an all-inclusive fee arrangement under which the advisor would be responsible for all fund-level and class-level expenses of each fund, effective April 1, 2017...   MORE>>


Week 9: 2/27/2017-3/3/2017

Richard S. Hsu and Todd Brighton will replace Alex W. Peters on the portfolio management team of the Franklin Income fund...Scott Glasser will join the team managing the ClearBridge Dividend Strategy fund, replacing Harry D. Cohen...American Beacon files the American Beacon IPM Systematic Macro fund, which will be sub-advised by IPM Informed Portfolio Management AB and will invest primarily in futures contracts using a systematic investment process and quantitative trading strategy designed to capitalize on price trends, investor sentiment, and relative value discrepancies in global equity index, government bond, and currency markets...Christopher G. Miller will join Ann M. Miletti as a portfolio manager to the Wells Fargo Common Stock and Wells Fargo Opportunity funds...Legg Mason registers two actively managed ESG exchange traded funds, which will be sub-advised by ClearBridge: the ClearBridge Large Cap Growth ESG ETF and the ClearBridge Dividend Strategy ESG ETF...Additional Schwab ETFs and Index funds file to announce they are further reducing their advisory fees, including the Schwab International Equity ETF, Schwab U.S. Small-Cap ETF, Schwab U.S. Mid-Cap ETF, and Schwab International Small-Cap Equity ETF, and the Schwab International Index and Schwab Small Cap Index funds...   MORE>>


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