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Monday, September 12, 2016

Filings for Fundsters - September 12, 2016

by: Ashley McHugh-Chiappone


On October 24, American Century will close the Equity Income Fund to new investors.

On September 29, the Wasatch International Opportunities Fund will be closed to new investors.



On November 1, J.P. Morgan will lower the investment advisory fee by 5 bps for the JPMorgan High Yield Fund. They will also lower the investment advisory fee for the JPMorgan International Equity Fund by 10 bps.


Investment Strategy

The Avenue Credit Strategies Fund will shift its strategy in order to remove their 20% overlap limit for the portfolio investments held by the private funds.


Portfolio Managers

As of September 1, Jeffrey Wilson will no longer serve as PM of the ASTON/Montag & Caldwell Mid Cap Growth Fund. M. Scott Thompson will remain the sole PM of the fund.



As of September 7, Kathleen T. Barr no longer serves as a trustee of the AmericaFirst Quantitative Strategies Fund, the AmericaFirst Tactical Alpha Fund, the AmericaFirst Income Trends Fund, the AmericaFirst Defensive Growth Fund, or the AmericaFirst Seasonal Trends Fund.


Mergers & Liquidations

On September 29, the Lee Financial Tactical Fund will liquidate and terminate.

On December 8, J.P. Morgan will liquidate the institutional class shares of the JPMorgan Intrepid International Fund.


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 People on the Move 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 editors@investmentwires.com. 

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