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 |
BACAX |
BlackRock All-Cap Energy & Resources |
Daniel Neumann |
Robin Batchelor and Poppy Allonby |
4/13 |
MDIVX |
BMO Dividend Income |
Daniel Brown |
Casey Sambs and Kenneth Conrad join existing comanager, Ernesto Ramos |
4/13 |
IGLGX |
Columbia Global Equity |
No one, but . . . |
Neil Robson joined comanager Esther Perkins |
4/13 |
DQIAX |
Dreyfus Equity Income |
Jocelin Reed |
C. Wesley Boggs, Warren Chiang, and Ronald Gala remain |
4/13 |
DPOAX |
Dreyfus MidCap Core |
Jocelin Reed |
C. Wesley Boggs, Warren Chiang, and Ronald Gala remain |
4/13 |
DTCAX |
Dreyfus Third Century |
Jocelin Reed |
C. Wesley Boggs, Warren Chiang, and Ronald Gala remain |
4/13 |
DWGVX |
Dynamic Contrarian Advantage |
Izet Elmazi |
David Fingold and Don Simpson remain |
4/13 |
EQCRX |
Equinox Crabel Strategy Fund |
Brian Bell |
Afroz Qadeer and Sue Osborne are joining the existing team |
4/13 |
FMPAX |
Fidelity Advisor Mid Cap Value |
Bruce Dirks |
Court Dignan |
4/13 |
FSMVX |
Fidelity Mid Cap Value |
Bruce Dirks, who seems to have left Fido and who did a really solid job over eight years |
Court Dignan, who’s been solid on Fido Select Insurance |
4/13 |
FPHAX |
Fidelity Select Pharmaceuticals |
Andrew Oh |
Asher Anolic |
4/13 |
GSCGX |
Goldman Sachs Capital Growth |
Joe Hudepohl and Scott Kolar |
Steve Becker joins Tim Leahy |
4/13 |
GGOAX |
Goldman Sachs Growth Opportunities |
Joe Hudepohl and Scott Kolar |
Steve Barry and Jeffrey Rabinowitz remain |
4/13 |
SECEX |
Guggenheim StylePlus – Large Core |
Mark Bronzo and Mark Mitchell |
B. Scott Minerd, Farhan Sharaff, Jayson B. Flowers and Scott Hammond |
4/13 |
SECUX |
Guggenheim StylePlus – Mid Growth Fund |
Joseph O’Connor |
B. Scott Minerd, Farhan Sharaff, Jayson B. Flowers and Scott Hammond |
4/13 |
HLDAX |
Hartford Emerging Markets Local Debt |
Ricardo Adrogué |
James Valone and Tieu-Bich Nguyen continue on |
4/13 |
HCOAX |
Highland Global Allocation |
Stephen Gelhaus and Paul Reinhardt |
James Dondero |
4/13 |
IADEX |
ING Diversified Emerging Markets Debt |
Jennifer Gorgoll |
Marcelo Assalin and Michael Mata continue on |
4/13 |
IMCDX |
ING Emerging Markets Corporate Debt |
Jennifer Gorgoll |
Michael Hyman is joined by new manager Kurt Kringelis |
4/13 |
AWEIX |
Invesco Disciplined Equity |
No one, but . . . |
W. Brant Houston joins existing managers Patricia Bannan and Paul McPheeters |
4/13 |
JHIAX |
John Hancock Small Cap Intrinsic Value Fund |
Roger Hamilton |
Joseph Nowinski and Bill Talbot |
4/13 |
JMGIX |
JPMorgan Managed Income |
No one, but . . . |
Kyongsoo Noh joins comanager David Martucci |
4/13 |
LGILX |
Laudus Growth Investors US Large Cap Growth |
Sam Console |
Peter Bye and Paul Graham remain |
4/13 |
LGMAX |
Loomis Sayles Global Equity and Income |
Warren Koontz |
Eileen Riley and Lee Rosenbaum join remaining managers, Dan Fuss and David Rolley |
4/13 |
MCAAX |
Madison Large Cap Growth |
Bruce Ebel |
David Halford, Jay Sekelsky, Ray DiBernardo, and Walter E. Dewey |
4/13 |
MHFAX |
MutualHedge Frontier Legends Fund |
Brian Bell |
Afroz Qadeer and Sue Osborne have been added as portfolio managers, joining together with Richard Bornhoft, Ajay Dravid and Rufus Rankin |
4/13 |
NNGAX |
Nuveen Multi-Manager Large-Cap Value |
Subadvisors, Institutional Capital and Symphony Asset Management |
Bob Doll |
4/13 |
OAKBX |
Oakmark Equity & Income |
No one (they’re still trying to fill the retired Ed Studzinski’s shoes), but . . . |
Clyde McGregor is joined by Edward Wojciechowski, Colin Hudson, and Matthew Logan |
4/13 |
QRAAX |
Oppenheimer Commodity Strategy Total Return |
Robert Baker has left the firm |
George Zivic |
4/13 |
QVGIX |
Oppenheimer Global Allocation |
Arthur Steinmetz, Krishna Memani, and George Evans |
Mark Hamilton now comanages with Benjamin Rockmuller |
4/13 |
JMCVX |
Perkins Mid Cap Value |
No one, but . . . |
Kevin Preloger will join Jeff Kautz and Tom Perkins |
4/13 |
JSVTX |
Perkins Select Value |
Kevin Preloger |
Alec Perkins |
4/13 |
JSCVX |
Perkins Small Cap Value |
Todd Perkins |
Tom Reynolds |
4/13 |
TAVIX |
Third Avenue International Value |
Jakub Rehor who just joined in January |
Matthew Fine and Amit Wadhwaney remain |
4/13 |
VGIAX |
Vanguard Growth and Income |
No one, but . . . |
Anne Dinning joins as a comanager |
4/13 |
EIVAX |
Wells Fargo Advantage Intrinsic Value |
Gary Lisenbee |
The rest of the team remains |
4/13 |
EWEAX |
Wells Fargo Advantage Intrinsic World Equity |
Gary Lisenbee |
The rest of the team remains |
4/13 |
WWLAX |
Westwood Large Cap Value |
Jay Singhania and Todd Williams |
Varun V. Singh gets taped onto the existing team at this sputtering fund |
|