Week 28: 7/12/2010-7/16/2010 by Jennifer Mann and Pamela HillThe
Dreyfus Total Return
Advantage fund reduces its management fee (and lowers its
contractual expense cap for Classes A, C, and I shares)...
Strategic Advisers registers the
Fidelity Strategic Advisers Emerging
Markets fund with
Pyramis Global
Advisors to sub-advise...
Mathew M.
Kiselak joins
Christopher W.
Alwine in managing the
Vanguard
High-Yield Tax-Exempt and
Vanguard
Long-Term Tax-Exempt funds...
John D.
Ryan joins the management teams of several
DWS funds (including the
DWS Short Duration Plus and
DWS GNMA funds)...
Legg Mason liquidates five
Western Asset money market funds...
Putnam retail funds add policy regarding
borrowing (and other forms of leverage) and interfund borrowing and
lending...
Wellington Management
Company will serve as the sole sub-advisor for
The Hartford SmallCap Growth and
The Hartford Small Company
funds...
MORE>>Week 27: 7/05/2010-7/09/2010 by Jennifer Mann and Pamela HillColumbia RiverSource,
Seligman, and
Threadneedle funds close Class B
shares...The
First American Short Term
Bond and
First American Short Tax
Free funds modify their Class A sales charge schedules, CDSCs,
and dealer concessions...
Laura A.
Ostrander will no longer manage the
Columbia International Bond fund, and also
leaves the management teams of the
Columbia
Strategic Income and
RiverSource
Strategic Income Allocation funds...
PIMCO/Allianz's CCM Capital Appreciation,
CCM Focused Growth,
CCM Mid-Cap, and
CCM Emerging Companies funds will
reorganize this August into a new series of
The
Managers Funds (
Managers
Cadence funds)...A sampling of this week's new fund
registrations include:
AdvisorShares Active Bear
ETF,
Columbia Marsico Flexible
Capital fund, and the
Eaton
Vance Option Absolute Return Strategy fund...
MORE>>Week 26: 6/28/2010-7/02/2010 by Jennifer Mann and Pamela HillEaton Vance,
MainStay,
Nationwide, and
Sentinel all make changes to their Class A
front-end sales charge structure (with
MainStay also making changes to their
Investor shares front-end sales charge structure)...Certain
Principal funds voluntarily agree to
reduce 12b-1 fees on Class J shares...
John
Hancock,
Aberdeen,
Franklin Templeton,
Munder,
Hartford,
Natixis,
MainStay,
Hartford, and
Killen Group modify advisory and/or
sub-advisory fees this week...
Van
Eck registers the
Market Vectors
Minor Metals ETF and
AdvisorShares files the
AdvisorShares Cambria Global Tactical
ETF...
Thomas L.
Pappas will no longer manage the
Vanguard GNMA, leaving
Michael F. Garrett as the sole portfolio
manager...
Sentinel funds convert
Class B shares into A shares...
Dreyfus BNY Mellon
Municipal Opportunities fund re-opens to new investors...
XShares Group (the parent company of
XShares Advisors LLC) and
Deutsche Bank have consummated an
agreement pursuant to which
Deutsche
Bank acquired all of the issued and outstanding membership
interests in
XShares
Advisors...
ING
Foreign fund will change its name to the
ING Global Opportunities fund and will add
the U.S. to its primary investing universe...
Janus
Orion fund will change its name to the
Janus Global Select fund and will increase
its focus on global investments...
MORE>>