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Fund Changes - Jun-18
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 25: 6/18/2018-6/22/2018

Peter Simons plans to leave J.P. Morgan Investment Management effective June 15, 2019, and will no longer help manage the JPMorgan Core Bond fund, effective December 31, 2018...Rodger Nisbet will leave the portfolio management team of the Dreyfus International Stock and Dreyfus Global Stock funds, among other funds...Swee-Kheng Lee will no longer serve on the portfolio management team of the AMG Managers Pictet International fund...BCSF Advisors, a wholly-owned subsidiary of Bain Capital Credit, will replace Western Asset as sub-advisor to the John Hancock Funds II Floating Rate Income fund...BlackRock files the BlackRock Multi-Sector Opportunities Trust II, a closed-end fund which will seek to provide high income and total return through investment in a broad range of debt and equity instruments, sectors, and strategies, with approximately 10-40% of assets in opportunistic investments (less liquid investments with a weighted average life of three to five years that have a potentially higher return profile than the more liquid portions of the trust's portfolio)...Franklin Templeton registers three region specific international ETFs: the Franklin Latin America, Franklin Saudi Arabia, and Franklin South Africa ETFs...John Hancock files the strategic beta John Hancock Multifactor Emerging Markets ETF, which will track an index comprising a subset of securities of companies associated with emerging markets that have market caps in the top 80% of the eligible country and the top 85% of all companies in the eligible countries (securities will be weighted so that companies with smaller market caps, lower relative price, and higher profitability will generally receive an increased weight relative to their unadjusted weight)...Janus Henderson registers the actively managed Janus Henderson Mortgage-Backed Securities ETF...American Century files three actively managed ETFs: the American Century Diversified Municipal Bond ETF, American Century Growth ETF, and American Century Value ETF...The MassMutual Select Mid Cap Growth fund will no longer be available for purchase by new investors after August 15, 2018... Certain Principal funds will redeem and terminate their Class T shares, which were registered in January 2017. The DOL fiduciary rule was overturned in March 2018...Several Morgan Stanley funds, including the Morgan Stanley Global Fixed Income Opportunities fund, will incorporate information about environmental, social, and governance issues into their investment analysis process...   MORE>>


Week 24: 6/11/2018-6/15/2018

Fidelity files the Fidelity Freedom Blend target date funds, which will invest in a combination of both actively managed and passively managed underlying Fidelity funds...Oppenheimer registers the closed-end Oppenheimer ILS Interval fund, which will invest at least 80% in insurance-linked securities...VanEck prosposes the VanEck Vectors Video Gaming and eSports ETF, which will track an index that provides exposure to companies that generate at least 50% of their revenues from video gaming and/or eSports, including those that develop video games and related software, offer streaming services, and are involved in eSports events...Matthew Annenberg will leave the portfolio management team of the Principal LifeTime target date funds...David Delbos, Mitchell Garfin, Carly Wilson, Matthew Maxwell, and Abigail Apistolas will join the team managing the BlackRock Floating Rate Income fund ($3.97 billion), and C. Adrian Marshall will no longer help manage the fund...The Morgan Stanley Active Assets Government Trust fund ($6 billion) will liquidate August 13, 2018...Hotchkis and Wiley will replace Dimensional Fund Advisors on the sub-advisory team of the Principal SmallCap Value II fund...Various Invesco ETFs, including the Invesco S&P 500 Equal Weight and Invesco S&P 500 Pure Growth ETFs, add the ability to lend their portfolio securities to brokers, dealers, or other financial institutions to generate additional income...The Lord Abbett International Dividend Income fund will no longer invest 80% in dividend-paying securities and will change its name to "Lord Abbett International Value" fund...William M. Awad, III will no longer serve on the portfolio management team of the MassMutual Premier Core Bond fund, among other funds...   MORE>>


Week 23: 6/4/2018-6/8/2018

Legg Mason registers the actively managed BrandywineGLOBAL—Global Total Return ETF, which will be sub-advised by Brandywine Global and will invest in domestic and foreign fixed income securities, debt instruments, currencies, and related investments through a combination of long and short positions. The fund intends to maintain an average weighted portfolio quality of A- or better, and will normally maintain a weighted average effective duration in a range from -5 to +10 years...The VanEck Vectors J.P. Morgan EM Local Currency Bond ETF ($4.2 billion) will lower its management fee from 0.35% to 0.27%...Daniel Cooney will join the portfolio management team of the PGIM Global Real Estate fund (formerly, Prudential Global Real Estate fund)...Bobby Bao will no longer help manage the Fidelity China Region fund...Elizabeth Yakes will leave the portfolio management team of the Ivy Wilshire Global Allocation fund...Lance Humphrey will join Wasif A. Latif to co-manage the USAA target-date funds, among other funds, replacing Brian Herscovici...HS Management Partners will join the sub-advisory team of the Russell U.S. Strategic Equity fund, replacing AJO, Barrow Hanley Mewhinney & Strauss, and William Blair...Loomis Sayles & Company and Neuberger Berman will leave the sub-advisory team of the Russell Investment Grade Bond fund...The First Investors Global fund will no longer be sub-advised by Wellington Management Company...The PNC International Equity fund will reduce its management fee from 0.90% to 0.80%, and the sub-advisory fee payable to the fund's sub-advisor, Polaris, will be revised to a flat fee of 0.40%...The Loomis Sayles Value fund ($447 million) plans to liquidate on or about August 30, 2018...   MORE>>


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