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Friday, April 7, 2017

Filings for Fundsters - April 7, 2017

by: Ashley McHugh-Chiappone

Rebranding


On June 19, the BlackRock Small Cap Index Fund will undergo a name change and become the iShares Russell 2000 Small-Cap Index Fund. Similarly, the BlackRock USA Size Factor Index Fund will undergo a name change and become the iShares Edge MSCI USA Size Factor Index Fund on the aforementioned date, and the BlackRock International Index Fund will undergo a name change and become the iShares MSCI EAFE International Index Fund.

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Fund Liquidations


On June 16, the Victory NewBridge Global Equity Fund will terminate and liquidate.

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Share Classes


Institutional class shares of the Focused Dynamic Growth Fund, a member of the American Century Growth Funds, are now referenced as Class I shares of the fund.

The International Equity Fund, a member of the RidgeWorth Investments, is no longer offering T shares of the fund.

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New and Upcoming Funds


Active Weighting Advisors LLC is launching the Republican Policies Fund, the Democratic Policies Fund, the U.S. Tax Reform Fund and the European Union Breakup Fund.

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Portfolio Managers


Matthew Fruhan
Fidelity Investments
Portfolio Manager
Matthew Fruhan is now a PM of the Fidelity Advisor Multi-Asset Income Fund.

On January 1, 2018, Frederick Sabetta will retire from J.P. Morgan Investment Management Inc. and step down as PM of the JPMorgan Core Plus Bond Fund and the JPMorgan Short Duration High Yield Fund.

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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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