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 |
|
BJGQX |
Aberdeen Global Select Opportunities Fund |
The former Artio team |
Stephen Docherty, Bruce Stout, Jamie Cumming, and Samantha Fitzpatrick |
7/13 |
|
BJBIX |
Aberdeen Select International Equity |
The former Artio team |
Stephen Docherty, Bruce Stout, Jamie Cumming, and Samantha Fitzpatrick |
7/13 |
|
JETAX |
Aberdeen Select International Equity II |
The former Artio team |
Stephen Docherty, Bruce Stout, Jamie Cumming, and Samantha Fitzpatrick |
7/13 |
|
MDLHX |
BlackRock Large Cap Growth |
Christopher Leavy |
Peter Stournaras remains as the sole manager |
7/13 |
|
BBSOX |
BlackRock Short Obligations |
No one, but . . . |
Eric Hiatt joins Richard Mejzak |
7/13 |
|
BBUSX |
BlackRock Ultra-Short Obligations |
No one, but . . . |
Richard Mejzak joins Eric Hiatt |
7/13 |
|
INDZX |
Columbia Diversified Equity Income |
Steve Schroll, Paul Stocking, and Dean Ramos are leaving the fund, not the company. |
Hugh Mullin |
7/13 |
|
CAGLX |
Cornerstone Advisors Global Public Equity |
TCW Investment Management Company |
Numeric Investors with Jayendran Rajamony and Joe Schirripa |
7/13 |
|
AAAPX |
DWS Alternative Asset Allocation |
No one, but . . . |
Benjamin Pace joins the team |
7/13 |
|
DDMAX |
DWS Diversified Market Neutral |
Russell Shtern |
Graham Kitchen, Timothy Heffernan, Owen Fitzpatrick, Pankaj Bhatnagar, and Chris Umscheid |
7/13 |
|
MGINX |
DWS Global Equity Fund |
Russell Shtern |
Sebastian Werner, Nils E. Ernst, and Martin Berberich |
7/13 |
|
SPBAX |
DWS LifeCompass 2015 |
Ellen Tesler |
Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar |
7/13 |
|
SPGRX |
DWS LifeCompass 2020 |
Ellen Tesler |
Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar |
7/13 |
|
PLUSX |
DWS LifeCompass 2030 |
Ellen Tesler |
Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar |
7/13 |
|
TGTAX |
DWS LifeCompass 2040 |
Ellen Tesler |
Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar |
7/13 |
|
SCPCX |
DWS LifeCompass Retirement |
Ellen Tesler |
Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar |
7/13 |
|
SELAX |
DWS Select Alternative Allocation |
No one, but . . . |
Benjamin Pace joins the team |
7/13 |
|
HRCPX |
Eagle Capital Appreciation |
Timothy Leahy and Stephen Becker were excused from this long-term laggard |
Edward Wagner, David Pavan, Stacey Nutt, and Frank Feng |
7/13 |
|
EABSX |
Eaton Vance Tax Advantaged Bond Strategy Short-Term |
Brian Clouser |
Devin Cooch joins James Evans and Brian Barney |
7/13 |
|
EAEAX |
Eaton Vance Tax-Managed Equity Asset Allocation |
Duncan Richardson is retiring on Oct. 31, 2014 |
New manager to be announced. |
7/13 |
|
CAPEX |
Eaton Vance Tax-Managed Growth |
Duncan Richardson is retiring on Oct. 31, 2013 |
The rest of the team, Lewis Piantedosi, Michael Allison, and Yana Barton will continue on. |
7/13 |
|
FABLX |
Fidelity Advisor Balanced |
John Avery and Nathan Strik |
Jonathan Kasen and Monty Kori join the rest of the team. |
7/13 |
|
FSAVX |
Fidelity Select Automotive |
Michael Weaver |
Annie Rosen |
7/13 |
|
FSPCX |
Fidelity Select Insurance |
No one, but . . . |
Peter Deutsch joins Court Dignan as a comanager |
7/13 |
|
FSNGX |
Fidelity Select Natural Gas |
Ryan Oldham |
Ted Davis remains as the sole manager. |
7/13 |
|
FPHAX |
Fidelity Select Pharmaceuticals |
Andrew Oh, who left to found Viabay Capital. |
Asher Anolic remains as the sole manager. |
7/13 |
|
FSAEX |
Fidelity Series All-Sector Equity |
Monty Kori and Nathan Strik |
Jonathan Kasen joins the rest of the team. |
7/13 |
|
FBMAX |
Fidelity Series Broad Market Opportunities |
Benjamin Hesse |
Longtime Fidelity manager, Christopher T. Lee joins the cast of thousands |
7/13 |
|
GSMAX |
Goldman Sachs Small/Mid Cap Growth |
No one, but . . . |
Craig Glassner joined Steven Barry and Jeffrey Rabinowitz as a comanager |
7/13 |
|
HAIGX |
Harbor International Growth |
Marsico is out (there’s a familiar refrain), along with Munish Malhotra and James Gendelman |
Baillie Gifford Overseas is in, along with Gerard Callahan, Iain Campbell, and Joseph Faraday |
7/13 |
|
HDVAX |
Hartford Diversified International |
Cheryl Duckworth and Theodore Jayne |
Gregg Thomas and Tara Connolly Stilwell |
7/13 |
|
IUAAX |
ING Invesco Equity and Income Portfolio |
Mark Laskin |
The rest of the team remains |
7/13 |
|
IEDAX |
ING Large Cap Value |
No one, but . . . |
Vincent Costa joins Robert Kloss and Christopher Corapi |
7/13 |
|
IGFAX |
ING Morgan Stanley Global Franchise Portfolio |
John S. Goodacre |
The rest of the team remains |
7/13 |
|
INGIX |
ING U.S. Stock Index Portfolio |
Vincent Costa leaves for ING Large Cap Value |
Kai Yee Wong joins Steve Wetter as comanager |
7/13 |
|
AACFX |
Invesco China |
May Lo has left Invesco |
Joseph Tang remains |
7/13 |
|
SMMIX |
Invesco Summit |
Ryan Amerman |
Ido Cohen |
7/13 |
|
IVDAX |
Ivy Dividend Opportunities |
David Ginther |
Cynthia Prince-Fox |
7/13 |
|
IGNAX |
Ivy Global Natural Resources |
Frederick Sturm |
David P. Ginther |
7/13 |
|
JIPAX |
JHancock Strategic Income Opportunities |
John Iles retired |
Daniel Janis III and Thomas Goggins will remain |
7/13 |
|
JIERX |
JPMorgan International Equity |
No one, but . . . |
Shane Duffy joined James Fisher and Thomas Murray |
7/13 |
|
MAPOX |
Mairs & Power Balanced |
No one, yet. But, in anticipation of his retirement next December, Bill Frels is stepping back to the comanager role. |
No one, long-time #2 guy Ron Kaliebe is stepping up to the lead manager role. |
7/13 |
|
MPGFX |
Mairs & Power Growth |
No one, yet. But, in anticipation of his retirement next December, Bill Frels is stepping back to a comanager role. |
No one, long-time #2 guy Mark Henneman is stepping up to the lead manager role. |
7/13 |
|
MAPIX |
Matthews Asia Dividend Investor |
Jesper Madsen is leaving the world of finance on Oct. 31, 2013. |
Comanager Yu Zhang has moved up and is joined by CIO Robert Horrocks |
7/13 |
|
MCDFX |
Matthews China Dividend |
Jesper Madsen is leaving the world of finance on Oct. 31, 2013. |
The rest of the team remains |
7/13 |
|
MZCSX |
Muzinich Credit Opportunities Fund |
Clinton Comeaux and Bryan Petermann |
Michael McEachern is the sole manager |
7/13 |
|
NGLAX |
Neuberger Berman Global Allocation |
Bobby T. Pornrojnangkool |
The rest of the team remains |
7/13 |
|
MBAPX |
Praxis Genesis Balanced |
No one, but . . . |
Benjamin Bailey and Delmar King will join Chad Horning |
7/13 |
|
MCONX |
Praxis Genesis Conservative |
No one, but . . . |
Benjamin Bailey and Delmar King will join Chad Horning |
7/13 |
|
MGAFX |
Praxis Genesis Growth |
No one, but . . . |
Benjamin Bailey and Delmar King will join Chad Horning |
7/13 |
|
MGNDX |
Praxis Growth Index |
No one, but . . . |
Dale Snyder will join Chad Horning |
7/13 |
|
MVIAX |
Praxis Value Index |
No one, but . . . |
Dale Snyder will join Chad Horning |
7/13 |
|
RNHIX |
RiverNorth/Oaktree High Income Fund |
No one, but . . . |
Shannon Ward joins as an Oaktree comanager |
7/13 |
|
RLDAX |
RS Low Duration Bond |
No one, but . . . |
Leslie Barbi and John Gargana joined Howard Chin and Robert J. Crimmins Jr. |
7/13 |
|
TEMFX |
Templeton Foreign |
Matthew Nagle leaves in name only. |
The rest of the team remains |
7/13 |
|
TEPLX |
Templeton Growth |
Matthew Nagle leaves in name only. |
The rest of the team remains |
7/13 |
|
TEMWX |
Templeton World |
Matthew Nagle leaves in name only. |
The rest of the team remains |
7/13 |
|
DIMGX |
Transamerica Partners Institutional Mid Growth |
Michael Iacono, Clifford G. Fox, and Katerina Wasserman |
Howard B. Aschwald |
7/13 |
|
DISEX |
Transamerica Partners Institutional Small Core |
Charles Ko, Michael Abata, and Andrew Waisburd |
Eoin E. Middaugh and D.Kevin McCreesh |
7/13 |
|
DVMGX |
Transamerica Partners Mid Growth |
Michael Iacono, Clifford G. Fox, and Katerina Wasserman |
Howard B. Aschwald |
7/13 |
|
DVPEX |
Transamerica Partners Small Core |
The entire existing team |
Eoin E. Middaugh and D.Kevin McCreesh |
7/13 |
|
VTMFX |
Vanguard Tax-Managed Balanced |
Michael Kobs |
James D’Arcy |
7/13 |
|
PDIAX |
Virtus Growth and Income |
Carlton Neel and David Dickerson |
Robert Wang and Russell Shtern |
7/13 |
|
WDVAX |
Waddell & Reed Dividend Oppurtunities |
David Ginther |
Cynthia Prince-Fox |
7/13 |
