Because bond fund managers, traditionally, had made relatively modest impacts of their funds’ absolute returns, Manager Changes typically highlights changes in equity and hybrid funds.
|
Ticker |
Fund |
Out with the old |
In with the new |
Dt |
|
ABSAX |
American Beacon Small Cap Value Fund |
Subadvisor, Opus Capital Group, along with Jonathon Detter, Len Haussler, and Kevin Whelan. |
Hillcrest Asset Management is a new subadvisor to the fund. Brian Bruce, Douglas Stark, Brandon Troegle, and Richard Wilk join the rest of the team. |
8/14 |
|
BEEAX |
BlackRock Emerging Markets Allocation Fund |
No one, but . . . |
David Dali and Gerardo Rodriguez join existing manager, Jeff Shen. |
8/14 |
|
MRDVX |
BlackRock Equity Dividend Fund |
No one, but . . . |
Tony DeSpirito joins David Cassese, Kathleen Anderson, and Robert Shearer. |
8/14 |
|
EENAX |
Columbia Global Energy and Natural Resource |
Colin Moore is no longer listed as a portfolio manager |
Josh Kapp and Jonathan Mogil continue on. |
8/14 |
|
AQEAX |
Columbia Large Core Quantitative Fund |
No one, but . . . |
Peter Albanese joins Brian Condon on the fund. |
8/14 |
|
COGAX |
Columbia Marsico Global Fund |
James Gendelman is out as the Marsico empire continues to fold |
Thomas Marisco remains as the sole portfolio manager |
8/14 |
|
HRCVX |
Eagle Growth and Income Fund |
No one, but . . . |
Harald Hvideberg has joined the team of Jeff Vancavage, John Pandtle, Edmund Cowart and David Blount. |
8/14 |
|
FDRAX |
Federated Managed Risk Fund |
No one, but . . . |
Michael Dieschbourg joins the team since every $5 million fund needs a 7th manager |
8/14 |
|
GNVRX |
Geneva Advisors All Cap Growth Fund |
Richard Sheiner is no longer listed as a portfolio manager |
Robert Bridges and John Huber remain. |
8/14 |
|
GNEIX |
Geneva Advisors Equity Income Fund |
No one, but . . . |
Gordon Scott joins Robert Bridges and John Huber |
8/14 |
|
GNFRX |
Geneva Advisors International Growth Fund |
Robert Bridges and John Huber are no longer listed on the fund |
Eswar Menon, Matthew Sherer, and Reiner Triltsch join Daniel Delany to manage the fund. |
8/14 |
|
GNOIX |
Geneva Advisors Small Cap Opportunities Fund |
Robert Bridges is no longer listed as a portfolio manager on the fund. |
Daniel Delany is joined by James Farrell |
8/14 |
|
HGGIX |
Harbor Global Growth Fund |
James Gendelman of Marsico Capital is out |
Thomas Marisco remains as the sole portfolio manager |
8/14 |
|
HIAIX |
Harford Index HLS Fund |
Deane Gyllenhaal |
Edward Caputo and Paul Bukowski |
8/14 |
|
HFBAX |
Highland Fixed Income Fund |
William Healey and Mark Johnson |
John Hakopian and Susan Richard take over |
8/14 |
|
HTXAX |
Highland Tax-Exempt Fund |
Michael Caufield |
John Hakopian and Susan Richard take over |
8/14 |
|
WASAX |
Ivy Asset Strategy Fund |
No one, but . . . |
F. Chace Brundige and Cynthia Prince-Fox join Michael Avery on the fund. |
8/14 |
|
IBNAX |
Ivy Balanced Fund |
Cynthia Prince-Fox |
Matthew Hekman takes over |
8/14 |
|
IVDAX |
Ivy Dividend Opportunities Fund |
Cynthia Prince-Fox |
Christopher Parker takes over |
8/14 |
|
IBIAX |
Ivy Global Equity Income Fund |
John Maxwell is out. |
Robert Nightengale remains |
8/14 |
|
IVBAX |
Ivy Global Income Allocation Fund |
John Maxwell is out. |
W. Jeffrey Surles remains. |
8/14 |
|
IVINX |
Ivy International Growth Fund |
F. Chace Brundige |
Sarah Ross takes over |
8/14 |
|
WLTAX |
Ivy Limited Term Bond Fund |
No one, but . . . |
Susan Regan joins Mark Otterstrom on the fund |
8/14 |
|
IYSAX |
Ivy Small Cap Value Fund |
Christopher Parker |
Kenneth Gau takes over |
8/14 |
|
IYEAX |
Ivy Tax-Managed Equity Fund |
Sarah Ross |
Bradley Klapmeyer takes over |
8/14 |
|
JCAAX |
Janus Global Allocation Fund – Conservative |
Daniel Scherman |
Ashwin Alankar joins Enrique Chang in running the fund. |
8/14 |
|
JGCAX |
Janus Global Allocation Fund – Growth |
Daniel Scherman |
Ashwin Alankar joins Enrique Chang in running the fund. |
8/14 |
|
JMOAX |
Janus Global Allocation Fund – Moderate |
Daniel Scherman |
Ashwin Alankar joins Enrique Chang in running the fund. |
8/14 |
|
JUEAX |
JPMorgan U.S. Equity Fund |
Aryeh Glatter and Giri Devulapally are no longer listed as portfolio managers |
Thomas Luddy, Susan Bao, Helge Skibeli, and Scott Davis remain. |
8/14 |
|
SWMIX |
Laudus International MarketMasters Fund |
Indraneel Das from American Century is out |
The rest of the extensive team remains. |
8/14 |
|
LSCAX |
Loomis Sayles Capital Income Fund |
Warren Koontz is no longer a portfolio manager |
Daniel Fuss and Arthur Barry remain as co-portfolio managers |
8/14 |
|
LSVRX |
Loomis Sayles Value Fund |
Warren Koontz is no longer a portfolio manager |
Arthur Barry continues to run the fund |
8/14 |
|
LBNDX |
Lord Abbett Bond Debenture Fund |
Christopher Towle will retire on September 30th, after a 28-year career at Lord Abbett. |
Steven Rocco will join Robert Lee in managing the fund. |
8/14 |
|
BELAX |
Modern Technology Fund |
Keith Pagan lasted less than a year, as did his predecessor |
Marc Lewis gets the job of reconciling the prospectus (“we buy tech stocks”) with the portfolio (“we buy S&P500 futures and options”) |
8/14 |
|
TMFEX |
Motley Fool Epic Voyage Fund |
No one, but . . . |
Senior analyst, Nathan Weisser, became a co-portfolio manager on the fund, joining the rest of the team. |
8/14 |
|
TMFGX |
Motley Fool Great America Fund |
No one, but . . . |
Senior analyst, Nathan Weisser, became a co-portfolio manager on the fund, joining the rest of the team. |
8/14 |
|
FOOLX |
Motley Fool Independence Fund |
No one, but . . . |
Senior analyst, Nathan Weisser, became a co-portfolio manager on the fund, joining the rest of the team. |
8/14 |
|
NLDAX |
Neuberger Berman Large Cap Disciplined Growth Fund |
Daniel Rosenblatt is no longer listed as a portfolio manager. |
John Barker carries on as the sole manager. |
8/14 |
|
BBALX |
Northern Global Tactical Asset Allocation Fund |
Peter Flood is no longer listed as a portfolio manager. |
James McDonald joins Daniel Phillips and Robert Browne in running the fund |
8/14 |
|
NTMAX |
Nuveen Tactical Market Opportunities Fund |
Walter French has announced his retirement from Nuveen Asset Management at the end of September. |
David Friar, Keith Hembre, and Derek Bloom will continue to serve as portfolio managers on the fund. |
8/14 |
|
OWLSX |
Old Westbury Large Cap Strategies Fund |
Oldfield Partners and Mr. Richard Oldfield are out. |
The rest of the team remains. |
8/14 |
|
PLVVX |
PIMCO EMG International Low Volatility RAFI-PLUS AR |
Scott Mather |
Sudi Mariappa |
8/14 |
|
PTSOX |
PIMCO International Fundamental IndexPLUS AR Strategy |
Scott Mather |
Saumil Parikh |
8/14 |
|
PLVBX |
PIMCO International Low Volatility RAFI-PLUS AR |
Scott Mather |
Sudi Mariappa |
8/14 |
|
PIPAX |
PIMCO International StocksPLUS AR Strategy |
Scott Mather |
Saumil Parikh |
8/14 |
|
PXLVX |
PIMCO Low Volatility RAFI-PLUS AR |
Scott Mather |
Sudi Mariappa |
8/14 |
|
PCFAX |
PIMCO Small Company Fundamental IndexPLUS AR Strategy |
Scott Mather |
Saumil Parikh |
8/14 |
|
PWWAX |
PIMCO Worldwide Fundamental Advantage AR Strategy |
Scott Mather |
William H. Gross. Yes, that Bill Gross. |
8/14 |
|
CEFFX |
PSP Multi-Manager Fund (formerly known as the Congressional Effect Fund) |
No one, but . . . |
The fund adds several subadvisors, including RiverPark, and eight new managers, as part of a strategy and name change. |
8/14 |
|
LDIFX |
QS Batterymarch Managed Volatility Global Dividend Fund |
Jeremy Wee is no longer listed as a portfolio manager. |
Joseph Giroux and Stephen Lanzendorf remain. |
8/14 |
|
LDICX |
QS Batterymarch Managed Volatility International Dividend Fund |
Jeremy Wee is no longer listed as a portfolio manager. |
Joseph Giroux and Stephen Lanzendorf remain. |
8/14 |
|
FMDNX |
Rx Dividend Income Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMGCX |
Rx Dynamic Growth |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMTCX |
Rx Dynamic Total Return Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMHIX |
Rx High Income Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMNTX |
Rx Non Traditional Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMAPX |
Rx Premier Managers Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMLAX |
Rx Tactical Rotation Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMERX |
Rx Tax Advantaged Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMTSX |
Rx Traditional Equity Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
FMFSX |
Rx Traditional Fixed Income Advisor |
Chase Weaver is out |
Steven Wruble, Greg Rutherford, and D. Jerry Murphey will manage the fund |
8/14 |
|
SAFAX |
Seeyond Multi-Asset Allocation Fund |
No one, but . . . |
Jonathan Birtwell joins the team. |
8/14 |
|
FOBAX |
Tributary Balanced Fund |
No one, but . . . |
Ronald Horner will be added as a portfolio manager . David Jordan and Charles Lauber comanaged the fund from 2006-2010. Jordan returned in 2013 and left again in August 2014. Lauber then replaced Jordan and is now partnered with Horner. It’s remained a very, very solid fund throughout. |
8/14 |
|
FOGRX |
Tributary Growth Opportunities Fund |
No one, but . . . |
Charles Lauber has been comanaging the fund since 2006. His long-time partner David Jordan left in August and Kurt Spieler will be added as a portfolio co-manager. |
8/14 |
|
USFSX |
USFS Funds Tactical Asset Allocation Fund |
Robert Cummisford is no longer listed as a portfolio manager. |
Tommy Huie carries on. |
8/14 |
|
VQNPX |
Vanguard Growth & Income Fund |
No one, but . . . |
Philip Kearns joins Anne Dinning, Hal Reynolds, Thomas Stevens, James Troyer, James Stetler and Michael Roach on the management team. |
8/14 |
|
VIAFX |
Victory International Fund |
Matthias Knerr and Chris La Jaunie |
Elie Masri |
8/14 |
|
IMCVX |
Voya Multi-Manager Mid Cap Value Fund |
No one, but . . . |
Greg Sleight and Guy Lakonishok were added to the team. |
8/14 |
|
UNASX |
Waddell & Reed Asset Strategy Fund |
No one, but . . . |
F. Chace Brundige and Cynthia Prince-Fox join Michael Avery on the fund. |
8/14 |
|
UNCIX |
Waddell & Reed Continental Income Fund |
Cynthia Prince-Fox |
Matthew Hekman takes over |
8/14 |
|
WDVAX |
Waddell & Reed Dividend Opportunities Fund |
Cynthia Prince-Fox |
Christopher Parker takes over |
8/14 |
|
UNCGX |
Waddell & Reed International Growth Fund |
F. Chace Brundige |
Sarah Ross takes over |
8/14 |
|
WTEAX |
Waddell & Reed Tax-Managed Equity Fund |
Sarah Ross |
Bradley Klapmeyer takes over |
8/14 |
|
WMMRX |
Wilmington Multi-Manager Real Asset Fund |
HSBC Global Asset Management and Ell Realty Securities are no longer subadvisors to the fund. Julien Renoncourt, Peter Nieuwland, Alfred Otero, James Rehlaender, and Suang Eng Tsan are no longer listed as portfolio managers. |
The remaining managers are George Chen, Steven Burton, T. Ritson Ferguson, Joseph Smith, Mihir Worah, Thomas Pierce, Todd Murphy, and Rahul Seksaria. |
8/14 |
