Management, Subadvisor and PM updates
ETF Managers Trust's chief compliance officer is
Reshma J. Amin,
as of July 18.
Juan Hartsfield will
serve as the lead PM for
Invesco Small Cap Growth Fund on June 30, 2017.
Juliet Ellis, the current lead PM, will remain the chief investment officer.
Hartsfield will also
become the lead PM for
Invesco Small Cap Equity Fund on the same day.
New Strategies
On Sept. 15, the
J.P. Morgan Small Cap Core Fund's Select Shares will be
redesignated and renamed as Class R5 shares. On Aug, 12, the Select Shares offerings will be limited.
The Russell 2000 Value Index will
serve as the benchmark for the
Franklin Small Cap Value Fund on Sept. 30, replacing the Russell 2500 Value Index.
Terminated Funds
Neuberger Berman Equity Funds' board of trustees plans to
liquidate the
Neuberger Berman All Cap Core Fund and
Neuberger Berman Large Cap Disciplined Growth Fund on or around Aug. 19. At the closing of business on Aug. 5, these funds will not accept purchases from new investors.
The
Federated Enhanced Treasury Income Fund will be
liquidated on or around Aug. 12.
The
DFA International Value ex Tobacco Portfolio will be
liquidated on or around Sept. 16.
The
Brown Advisory Multi-Strategy Fund will cease operations and should be
liquidated on or around Aug. 12.
Even Keel Managed Risk Fund,
Even Keel Opportunities Managed Risk Fund,
Even Keel Explorer Managed Risk Fund, and the
Even Keel Traveler Managed Risk Fund, as of June 18, are
no longer offering public shares. The funds will discontinue operations on Aug. 15.
***
To learn more about recent SEC filings, check our previous Stork and Reaper here. For fund launches, check out our latest New Fund Fuss column here. If you have a fund filing that you would like to point out, or a mutual fund launch or product change that you would like to announce, please contact the MFWire team at editors@investmentwires.com. 
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