M&A Update

On July 3, after the acquisition of Pioneer Investment Management was finalized by Amundi, Voya Investments entered into a new sub-advisory agreement with Amundi Pioneer Asset Management, Inc.

On July 10, Krane Fund Advisors entered into an agreement with the China International Capital Corporation Holdings, Inc. where China International will acquire a majority stake in Krane.

People Moves

On June 30, Nora Pickens resigned from her positions with FS investments and its affiliates. She is no longer a part of the FS Energy Advisors' investment committee or the FS Energy Total Return Fund.

Strategies

On July 7, the following Calvert funds were allowed to invest in rights and warrants:

• Calvert Small Cap Fund
• Calvert Global Energy Solutions Fund
• Calvert Global Water Fund
• Calvert Green Bond Fund

Fees

On July 1,the transfer agent of the Columbia Acorn Trust waived a portion of the fees payable by the fund until June 30, 2019.

On July 1, the transfer agent of Columbias' Wanger Advisors Trust waived a portion of its service fees until June 30, 2019.

On July 10, the minimum amount required to establish an account on the Capital Group Emerging Markets Total Opportunities Fund for Institution Investors is $50,000 and the minimum amount required to establish an account for clients of the Capital Group private client services division of Capital Guardian Trust is $25,000.

On August 1, the MainStay Absolute Return Multi-Strategy Fund will change its' dealer commission rates in regards to investments of $1,000,000 or more. The MainStay Tax Advantaged Short Term Bond Fund will change its dealer commission rates in regards to investments of $250,000 or more.  

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