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Friday, May 5, 2017

Filings for Fundsters - May 5, 2017

by: Ashley McHugh-Chiappone


As of May 1, Thomas White International, Ltd no longer serves as a subadvisor to the PMC Diversified Equity Fund. Epoch Investment Partners, Inc is replacing Thomas White.

On July 7, Aegon USA Investment Management, LLC will no longer serve as a subadvisor to the Transamerica Multi-Manager Alternative Strategies Portfolio. Aegon is being replaced by Goldman Sachs Asset Management, L.P.


Investment Strategy

On July 10, the AB Tax-Managed Wealth Appreciation Strategy will update its principal strategies and add Ding Liu and Nelson Yu as PMs to the fund.


Portfolio Managers

Ryan Wheless
Former Portfolio Manager
As of May 1, Ryan Wheless no longer serves as a PM to the FormulaFolios US Equity Fund, a fund that has FormulaFolio Investments LLC as its investment advisor. Wheless is being replaced by Derek Prusa.

Richard Murrall is now a co-PM of the BlackRock Tactical Opportunities Fund.

Christopher Kelleher no longer serves as a PM of the Dunham Corporate/Government Bond Fund.


Fund Liquidations

On July 14, the AB Multi-Manager Alternative Strategies Fund and the AB Long/Short Multi-Manager Fund will terminate and liquidate.


New and Upcoming Funds

SSGA Funds Management, Inc is launching the State Street MSCI Canada Index Fund, the State Street MSCI Japan Index Fund, the State Street MSCI Europe Index Fund and the State Street MSCI Pacific ex Japan Index Fund.



On June . 19, the BlackRock Short-Term Inflation-Protected Securities Index Fund will undergo a name change and become the iShares Short-Term TIPS Bond Index Fund. the BlackRock Total International ex U.S. Index Fund will also undergo a name change and become the iShares MSCI Total International Index Fund. The BlackRock U.S. Total Bond Index Fund will also undergo a name change and become the iShares U.S. Aggregate Bond Index 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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