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 |
| XXXXX | American Century’s Strategic Allocation funds and the firm’s Livestrong target-date series | Irina Torelli, a portfolio manager on the asset-allocation team | The other 26 remain | 4/12 |
| BJGQX | Artio Global Equity | Rudolph-Riad Younes and Dimitre Genov | Keith Walter | 4/12 |
| CHASX | Chase Growth | Peter C. Wood retires. | Edward S. Painvin, previously of Allianz-RCM | 4/12 |
| CMMZX | Columbia Absolute Return Emerging Markets Macro | Richard House and Agnes Belaisch, about whose performance you can say little. Its closest competitor, Forward Credit Analysis Long/Short, has done a lot better but doesn’t focus on emerging markets. | Nicholas Pifer and Jim Carlen | 4/12 |
| RFRAX | Columbia Floating Rate | No one, but … | Ronald Launsbach joins the team | 4/12 |
| APIAX | Columbia Multi-Advisor International Value | Subadviser Tradewinds is out. Is this related to Dave Iben’s departure? | Dimensional Fund Advisors and Mondrian Investment Partners remain as subadvisors | 4/12 |
| FIEUX | Fidelity Europe | Melissa Reilly | Riesteard Hogan | 4/12 |
| FDEGX | Fidelity Growth Strategie | Steven Calhoun | Chris Lee | 4/12 |
| FISEX | Franklin Equity Income | Frank Felicelli, manager since inception in 1988 | Comanagers Alan Muschott, Ed Perks, and Matt Quinlin remain. | 4/12 |
| GCMAX | Goldman Sachs Mid Cap Value | Comanager Scott Carroll resigned. | Other team members will assume his duties. | 4/12 |
| GIEYX | GuideStone Funds International Equity | Tradewinds Global Investors has been terminated as a sub-adviser, just a month after president, David Iben, announces that he’s leaving with three analysts. | Ten other subadvisors remain. | 4/12 |
| ITTAX | Hartford Advisers | Irons and Peter Higgins, managers since 2005, are stepping down. | Karen Grimes. | 4/12 |
| JFAMX | JPMorgan Emerging Markets Equity | Greg Mattiko | Lead manager Austin Forey and comanager and CIO Richard Titherington remain on the fund | 4/12 |
| LMVTX | Legg Mason Capital Management Value Trust | Bill Miller leaves after 30 years. Sad end to an overblown career. | Sam Peters, his planned successor, will continue, as will assistant portfolio manager, Mary Chris Gay | 4/12 |
| MERGX | Marsico Emerging Markets | Charlie Wilson is the latest to leave the firm. Wilson is the latest in a string of mid- to high-level departures | Comanagers Munish Malhotra and Josh Rubin remain | 4/12 |
| MERDX | Meridian Growth | Founder and manager Richard Aster died on February 12, at the age of 72 from a traumatic head injury. | Larry Cordisco, a former portfolio manager of Meridian Value (MVALX), returned to the firm to join William Tao. Kevin O’Boyle, another talented returnee, will oversee research but does not carry a “manager” title | 4/12 |
| FASKX | Nuveen Large Cap Value | Kevin Earley and Brent Mellum | Cori Johnson, Gerald Bren and Derek Sadowsky | 4/12 |
| FASEX | Nuveen Mid Cap Value | Kevin Earley and Brent Mellum | Karen Bowie and David Chalupnik | 4/12 |
| QRAAX | Oppenheimer Commodity Strategy Total Return | Kevin Baum has resigned from the firm | Comanager, Robert Baker, and bond component manager, Carol Wolfe, will remain. | 4/12 |
| POAGX | Primecap Odyssey Aggressive Growth | Howard Schow, comanager, died on Sunday, April 8, at the age of 84. | Other comanagers remain. | 4/12 |
| POGRX | Primecap Odyssey Growth | Howard Schow | Other comanagers remain. | 4/12 |
| POSKX | Primecap Odyssey Stock | Howard Schow | Other comanagers remain. | 4/12 |
| PGCOX | Putnam Global Consumer | Timothy Codrington | The existing comanagers remain | 4/12 |
| PHSTX | Putnam Global Health Care | Christopher Stevo | The existing comanagers remain | 4/12 |
| EBERX | Putnam Natural Resources | John Morgan | The existing comanagers remain | 4/12 |
| UMBWX | Scout International Fund | Gary Anderson | Michael D. Stack | 4/12 |
| SSGFX | Sextant Growth | No one, but … | Paul Meeks has been hired by advisor, Saturna Capital. | 4/12 |
| STRGX | Stratton Multi Cap | James Beers | Andrew DiZio, John Affleck and Shawn Gallagher | 4/12 |
| STMDX | Stratton Real Estate | James Beers | Andrew DiZio, John Affleck and Shawn Gallagher | 4/12 |
| PRGSX | T. Rowe Price Global Stock | Rob Gensler, once Price’s hottest young manager, is retiring. | Dave Eiswert is taking over as manager | 4/12 |
| PRGTX | T. Rowe Price Global Technology | Dave Eiswert is leaving to take over PRGSX and TRGSX. | Josh Spencer will move up. | 4/12 |
| TRGSX | T. Rowe Price Institutional Global Equity | Rob Gensler is retiring. | Dave Eiswert is taking over as manager | 4/12 |
| TCOEX | Tactical Offensive Equity Fund | No one, but … | Lui-Er Chen of Delaware Management Company is added as a sub-adviser | 4/12 |
| TFEMX | Touchstone Emerging Markets Equity II | Patricia Perez-Coutts | Comanager, Stephen Way, will remain | 4/12 |
| TEMAX | Touchstone Emerging Markets Equity | Patricia Perez-Coutts | Comanager, Stephen Way, will remain | 4/12 |
| BEAAX | U.S Equity Alph | Thomas Cole | John Leonard | 4/12 |
| BNGEX | UBS Global Equity Fund | Nicholas Melhuish | Nicholas Irish | 4/12 |
| BNVAX | UBS US Equity Opportunity | Thomas Cole | John Leonard | 4/12 |
| BNEQX | UBS US Large Cap Equit | Thomas Cole | John Leonard | 4/12 |
| VHCOX | Vanguard Capital Opportunity | Howard Schow, comanager, died on Sunday, April 8, at the age of 84. | Other comanagers remain. | 4/12 |
| VPCCX | Vanguard Primecap Core | Howard Schow | Other comanagers remain. | 4/12 |
| VPMCX | Vanguard Primecap | Howard Schow | Other comanagers remain. | 4/12 |
| SFAAX | Wells Fargo Advantage Index Asset Allocation | Gregory Genung | Petros Bocray | 4/12 |
| WMMFX | Wilmington Multi-Manager International Fund | Amanda M. Cogar | All the rest remain | 4/12 |
