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Wednesday, February 22, 2017

Filings for Fundsters - February 22, 2017

by: Ashley McHugh-Chiappone

Share Classes


Clint Lawrence
Fidelity Asset Management
Portfolio Manager
On February 28, the investor shares of the Meritage Value Equity Fund will be terminated.

***


Rebranding


On May 1, FMG LLC's EQ/Low Volatility Global ETF Portfolio will be renamed the 1290 VT Low Volatility Global Equity Portfolio. The fund will also update its investment strategy on that date.

***


Fund Mergers and Liquidations


As of February 15, the Vanguard Ohio Tax-Exempt Money Market Fund has terminate and liquidated.

On June 30, the Value Opportunities Portfolio, a member of the Lord Abbett Series Fund ,will be terminated and liquidated.

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Portfolio Managers


Michelle Picard no longer serves as a PM for the Nationwide Geneva Mid Cap Growth Fund and the Nationwide Geneva Small Cap Growth Fund. Picard is managing principal and PM at Geneva Capital Management.

Clint Lawrence is now a PM of the Fidelity Small Cap Value Fund.

Donna Chapman Wilson and Michael Abata are now co-PMs of the MassMutual Select Small Company Value Fund.

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New and Upcoming Funds


Princeton Fund Advisors, LLC is launching the Sandalwood Opportunity Fund and the Deer Park Total Return Credit Fund.

Dearborn Capital Management, LLC is launching the Grant Park Multi Alternative Strategies Fund and the Grant Park Managed Futures Strategy 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 Follow The Fundsters, The Next Gig, 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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