Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Filings for Fundsters - November 18, 2016 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, November 18, 2016

Filings for Fundsters - November 18, 2016

by: Ashley McHugh-Chiappone

Rebranding


As of November 17, the DB Optimum Yield Diversified Commodity Strategy Portfolio underwent a name change and is now referred to as the PowerShares Optimum Yield Diversified Commodity Strategy No K-1 Portfolio.

On January 17, the Federated MDT Stock Trust will undergo a name change and become the Federated MDT Large Cap Value Fund.

***


Subadvisors


On February 1, 2017, Phocas Financial Corporation will no longer serve as subadvisor to the Wells Fargo Large Company Value Fund. Analytic Investors, LLC will replace Phocas Financial Corporation and Dennis Bein, Harindra de Silva and Ryan Brown will be added as PMs of the fund. The fund will also update its principal investment strategies and annual fund operating expenses on the aforementioned date.

***


Investment Strategy


On December 14, the SPDR Russell 1000 Low Volatility ETF will become the SPDR SSGA US Large Cap Low Volatility Index ETF. The fund will also shift its strategy and begin to track the SSGA US Large Cap Low Volatility Index. Likewise, the SPDR Russell 2000 Low Volatility ETF will become the SPDR SSGA US Small Cap Low Volatility Index ETF and will begin to track the SSGA US Small Cap Low Volatility Index.

***


Portfolio Managers


Teresa Zheng is now a PM of the Deutsche X-trackers Harvest CSI 300 China A-Shares ETF and the Deutsche X-trackers Harvest CSI 500 China A-Shares Small Cap ETF.

Aaron Cooper
Putnam Investments
Director of Research and Portfolio Manager
Aaron Cooper, Jacquelyne Cavanaugh, Neil Desai, Kathryn Lakin and Walter Scully are now co-PMs of the Putnam Research Fund. Scully also is a co-PM of the Putnam Fund for Growth and Income, along with Darren Jaroch.

On January 1, 2017, Michael Carmen will no longer serve as PM to the John Hancock Seaport Fund.

***


New and Upcoming Funds


Legg Mason is launching the Legg Mason Emerging Markets Low Volatility High Dividend ETF.

Altegris Advisors, L.L.C. is launching the Altegris Futures Evolution Strategy Fund, the Altegris Macro Strategy Fund and the Altegris Managed Futures Strategy Fund.

Shelton Capital Management is launching the Shelton BDC Income Fund and the Shelton Real Estate Income Fund.

Cozad Asset Management, Inc is launching the Cozad Small Cap Value Fund.

Gabelli Funds, LLC is launching the Gabelli ESG NextShares, the Gabelli All Cap NextShares, the Gabelli Equity Income NextShares, the Gabelli Small and Mid Cap Value NextShares and the Gabelli Media Mogul NextShares.

***


Fund Mergers and Liquidations


As of November 16, the Credit Suisse Global Sustainable Dividend Equity Fund will be terminated and liquidated.

On December 23, the Oppenheimer Navellier Overall A-100 Revenue ETF will terminate and liquidate.

On December 29, the Altegris Equity Long Short Fund and the Altegris Fixed Income Long Short Fund will terminate and liquidate.

On December 30, the Stadion Defensive International Fund will terminate and liquidate.

On January 24, 2017, the Nuveen Tactical Market Opportunities Fund and the Nuveen Symphony Dynamic Credit Fund and the Nuveen Global Total Return Bond Fund will terminate and liquidate.

***


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 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. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use