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Fund Changes - Jan-12
 Fund Changes
 Weeklies History:

Prospectus Changes Weekly


Week 3: 1/16/2012-1/20/2012

Schwab files the Schwab Treasury Obligations Money fund...ALPS, Emerging Global Advisors, and Exchange Traded Concepts all propose new ETFs...The Columbia Select Small Cap fund closes to new investors...PIMCO funds modify their policy regarding emerging market securities and the methodology used to determine whether a security is economically tied to developing (or emerging market) countries...Heritage Capital leaves the sub-advisory team managing the CMG Absolute Return Strategies fund...Irina Torelli leaves the management teams of many American Century funds while she takes a temporary leave of absence...Charles Myers leaves the management team of the Fidelity Advisor Stock Selector Small Cap fund...W. David Armstrong and Sanjay Verma leave the management teams of several Morgan Stanley fixed income funds...Ebrahim Busheri and Christopher Petrosino join the management teams of a group of Manning & Napier funds...   MORE>>


Week 2: 1/9/2012-1/13/2012

Invesco PowerShares registers the actively managed PowerShares Commodity Rotation ETF and PowerShares Equity Allocation ETF...Citigroup readies the Citi Market Pilot series consisting of three index lifecycle target date funds...Michael Harris is replaced by Michael T. Smith as co-manager of the Wells Fargo Advantage Capital Growth fund and leaves the management team of the Wells Fargo Advantage Endeavor Select fund, and Chris Warner joins the management team of the Wells Fargo Advantage Discovery and Wells Fargo Advantage Enterprise funds...The DWS Dreman Small Cap Value fund plans to re-open for investment to all investors this February...OVS Capital Management and Lansdowne Partners will join the sub-advisory team of the TIFF Multi-Asset fund...Evercore Asset Management will leave the sub-advisory team of the Fidelity Strategic Advisers Small-Mid Cap fund and Eaton Vance Management will leave the sub-advisory teams of the Fidelity Strategic Advisers Value Multi-Manager and the Fidelity Strategic Advisers Value funds...   MORE>>


Week 1: 1/2/2012-1/6/2012

American Funds registers eight fund-of-funds...The Fidelity Spartan 500 Index fund introduces a new contractual total operating expense cap for Investor, Fidelity Advantage, Institutional, and Fidelity Advantage Institutional Classes, the Fidelity Spartan U.S. Bond Index fund introduces a new contractual total operating expense cap for Fidelity Advantage Class, and the Fidelity Spartan International Index fund terminates its voluntary total operating expense cap for Investor Class shares and raises the total operating expense cap for Fidelity Advantage Class shares (as well as changes it from a voluntary total operating expense cap into a contractual total operating expense cap)...Goldman Sachs reduces the CDSC imposed on redemptions of Class A shares of the Goldman Sachs Short Duration Tax-Free and Goldman Sachs Short Duration Government funds, as well as reduces the commission that Goldman Sachs may pay to dealers responsible for purchases of $500,000 or more of fund shares...Abhay Deshpande leaves the team managing the First Eagle Gold fund...Nuveen municipal funds modify their overall weighted average maturity...The American Beacon International Equity fund removes The Boston Company Asset Management from its sub-advisory team...   MORE>>



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