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Fund Changes - Feb-19
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 7: 2/11/2019-2/15/2019

Joshua K. Spencer will replace Henry M. Ellenbogen as portfolio manager of the T. Rowe Price New Horizons fund ($26 billion), and Spencer will in turn be replaced by Alan Tu as manager of the T. Rowe Price Global Technology fund ($4.99 billion)...JPMorgan makes several portfolio management changes this week, including Silvia Trillo replacing Eric J. Bernbaum and Michael Schoenhaut on the team managing the JPMorgan SmartRetirement and SmartRetirement Blend target date funds; Gloria H. Fu will no longer help manage the JPMorgan Mid Cap Value fund ($16.9 billion) and JPMorgan Value Advantage fund ($11 billion); and Matthew Pallai will replace Anne Lester on the team managing the JPMorgan Income Builder fund ($12.4 billion)...Reality Shares Advisors registers the actively managed Reality Shares Blockforce Global Currency Strategy ETF, designed to provide investment exposure to global currencies, both fiat and virtual currencies, that have been widely adopted for use throughout the world...Simon Todd will no longer serve on the portfolio management team of the Harbor International fund ($7.7 billion), and the portion of the fund's Japan investments previously allocated to Todd will be reallocated to Michael Nickson...The Russell U.S. Strategic Equity fund ($2.6 billion) will replace Suffolk Capital Management with Jackson Square Partners on its sub-advisory team...Effective March 15, 2019, the Hartford Schroders Emerging Markets Equity fund ($3.6 billion) will close to new investors...

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Week 6: 2/4/2019-2/8/2019

Effective March 1, 2019, William H. Gross intends to retire and will no longer manage the Janus Henderson Global Unconstrained Bond fund ($915 million). Effective February 15, 2019, Nick Maroutsos will become the fund's new portfolio manager and the fund will change its name to the Janus Henderson Absolute Return Income Opportunities fund...BlackRock adds to its lineup of iShares iBonds target maturity ETFs with five ETFs focusing on high yield and other income generating corporate bonds maturing from 2021-2025...Daniel J. DeYoung will join Brian Lavin to co-manage the Columbia High Yield Bond fund ($1.5 billion) and Columbia Income Opportunities fund ($1.2 billion), Ryan Osborn will serve as an additional portfolio manager to the Columbia Quality Income fund ($1.8 billion) and Columbia Mortgage Opportunities fund ($1.1 billion), and Vesa Tontti will replace Steven Staver on the portfolio management team of the Columbia Floating Rate fund ($1.2 billion)...Boston Partners Global Investors will replace Wellington Management on the sub-advisory team of the MassMutual Select Fundamental Value fund ($1 billion)...Five Vanguard funds make Admiral shares available for investment, including the Vanguard High Dividend Yield Index fund ($29.9 billion), Vanguard Total World Stock Index fund ($17.8 billion), and Vanguard Long-Term Bond Index fund ($11.2 billion). The funds plan to automatically convert their Investor shares to Admiral shares beginning in April 2019...Principal Global Investors and Aberdeen Asset Managers Limited will no longer serve on the sub-advisory team of the Thrivent Partner Worldwide Allocation fund ($830 million). Goldman Sachs will continue to sub-advise the fund and it will change its name to the Thrivent International Allocation fund...   MORE>>


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