Ticker

Fund

Out with the old

In with the new

Dt

BCSIX

Brown Capital Management Small Company

No one, but . . .

Damien Davis joins the team

9/13

CSIFX

Calvert Balanced Portfolio

Matthew Duch and Vishal Khanduja and subadvisor New Amsterdam Partners

Natalie Trunow and Eugene Profit remain.

9/13

GSFTX

Columbia Dividend Income

Richard Dahlberg will retire at the end of the year

Scott Davis remains as manager, with comanagers Michael Barclay and David King

9/13

CBSAX

Columbia Mid Cap Growth Fund

Lawrence W. Lin and Wayne M. Collette

James King and William Chamberlain

9/13

AMVAX

Columbia Mid Cap Value Opportunity

Steve Schroll, Paul Stocking, and Dean Ramos leave the fund to focus on Columbia Dividend Opportunity

Jarl Ginsberg, Christian Stadlinger, and David Hoffman take over

9/13

RRIAX

Columbia Recovery and Infrastructure

Warren Spitz

The team of Peter Santoro, Craig Leopold, Tom West, and Kirk Moore take over.

9/13

SHGTX

Columbia Seligman Global Technology Fund

Benjamin Lu

The rest of the team remains.

9/13

CHLAX

Compass EMP Long/Short Strategies

No one, but . . .

Dan Banaszak joins Rob Bateman and Stephen Hammers

9/13

FNIAX

Fidelity Advisor New Insights

No one, but . . .

John Roth joins Will Danoff as a comanager, some speculate that he might be Danoff’s eventual successor.

9/13

FMELX

Fidelity Strategic Advisers Growth Multi-Manager Fund

No one, but . . .

Massachusetts Financial Services Company becomes the fifth subadvisor to the fund, adding Matthew Krummell to the team.

9/13

FISSX

First Investors Special Situations

Jonathan Vyorst and Jason Ronovech

Steven Hill

9/13

GREZX

GuideStone Real Estate Securities Fund

Jerry Ehlinger

Joseph D. Fisher, David W. Zonavetch, Mark Abramsom, Daniel Ekins, John Hammond, Timothy J. Pire, Chris Robinson, and John White

9/13

IASMX

Guinness Atkinson Asia Focus Fund

James Weir

Edmund Harriss remains

9/13

GAADX

Guinness Atkinson Asia Pacific Dividend Fund

James Weir

Edmund Harriss remains

9/13

ICHKX

Guinness Atkinson China & Hong Kong Fund

James Weir

Edmund Harriss remains

9/13

GAGEX

Guinness Atkinson Global Energy

Ian Mortimer 

Jonathan Waghorn joins Timothy Guinness and Will Riley

9/13

IHYAX

ING High Yield Bond Fund

No one, but . . .

Rick Cumberledge joins Randall Parrish and Matthew Toms

9/13

IICFX

ING International Core Fund

Subadvisor, Thornburg Investment Management

After a short “transition period,” Wellington Management Company will be the sole sub-adviser

9/13

ACPSX

Invesco Core Plus Bond

Eric Lindenbaum leaves the team

Jack Deino and Joseph Portera join the team

9/13

IAEMX

Invesco Emerging Market Local Currency Debt Fund

Eric Lindenbaum leaves

Joseph Portera joins

9/13

PIAFX

Invesco Premium Income

Eric Lindenbaum leaves the team

Joseph Portera joins the team

9/13

IGNAX

Ivy Global Natural Resources

Fred Sturm retired

In house manager, David Ginther, takes the helm.

9/13

JHAMX

John Hancock Global Real Estate Fund

Jerry Ehlinger

Joseph Fisher and David Zonavetch join the team

9/13

LGILX

Laudus Growth Investors U.S. Large Cap Growth Fund

Paul A. Graham, who will be retiring at the end of the year.

Daniel Neuger joins Peter Bye as a portfolio manager

9/13

LGILX

Laudus Growth Investors U.S. Large Cap Growth 

Paul Graham will be retiring

Daniel Neuger joins the team.

9/13

LRSCX

Lord Abbett Small Cap Value

Bob Fetch who was only there on an interim basis

Tom Maher and Justin Maurer take the lead as the fund reopens to new investors.

9/13

MPASX

MassMutual Premier Strategic Emerging Markets Fund

William Palmer

Staffan Lindfeldt

9/13

MRWAX

MassMutual Select Small Company Growth

Todd Wakefield and Robert Zeuthen

Kenneth A. Korngiebel 

9/13

MERDX

Meridian Growth

Jamie England and Larry Cordisco leave the fund, but not the firm.

Chad Meade and Brian Schaub, of Arrowpoint, take over with the assistance of William Tao

9/13

LSEAX

Persimmon Long/Short Fund

Subadvisers, Inflection Partners and Open Field Capital, are out

The other subadvisers remain.

9/13

PEMIX

PIMCO Emerging Markets Corporate Bond 

Brigitte Posch

Michael Gomez takes the lead

9/13

LCEMX

Pioneer Emerging Markets Local Currency Debt Fund

No one, but . . .

Esther Law joins Hakan Aksoy

9/13

PGBAX

Principal Global Diversified Income Fund

No one, but . . .

In November, Colonial First State Asset Management (Australia) Limited will join as an additional subadvisor

9/13

OMOAX

SkyView Macro Opportunities Fund

Hilde J. Hovnanian

The rest of the team remains.

9/13

TCOEX

Tactical Offensive Equity Fund

9/13

BNIEX

UBS International Equity 

Nicholas Irish and Stephan Maikkula will leave the fund, but not the firm

Bruno Bertocci and Shari Gilfillan

9/13

WTIBX

Westcore Plus Bond

Lisa Snyder is stepping down as co-portfolio manager, but remaining with the firm.

Mark McKissick remains

9/13

SGVAX

Western Asset Mortgage Backed Securities Fund

Stephen Fulton is stepping down now, and Stephen Walsh will be stepping down in March, 2014.

Anup Agarwal and Bonnie Wongtrakool will join the fund when Mr. Fulton leaves. S. Kenneth Leech will join the fund in March, upon Mr. Walsh’s departure.

9/13

WAUAX

Western Asset Total Return Unconstrained Fund

No one, but . . .

Stephen A. Walsh, Michael C. Buchanan, Keith J. Gardner, S. Kenneth Leech, Dennis J. McNamara, and Christopher Orndorff

9/13