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 |
| SHKIX | Aftershock Strategies Fund | Michael Lebowitz is out. | Daniel Cohen, David Wiedemer, and Robert Wiedemer remain. | 4/14 |
| RMDAX | AllianzGI Mid-Cap Fund | Louise Laufersweiler is out. | Steven Klopukh and Timothy McCarthy remain. | 4/14 |
| RAGHX | AllianzGI Wellness Fund | Paul Wagner is gone. | John Schroer and Michael Dauchot will carry on. | 4/14 |
| ADIAX | Alpine Small Cap Fund | In a major shakeup, founder and founding managers Stephen Lieber and Samuel Lieber are out, as the fund changes strategy in an attempt to reach economic viability after more than eight years. | Michael Smith and Peter Belton will take over | 4/14 |
| ATBAX | Ascendant Balanced Fund | Todd Smurl | James Lee | 4/14 |
| AEQAX | Ascendant Deep Value Convertibles Fund | Todd Smurl | James Lee | 4/14 |
| NRGAX | Ascendant Natural Resources | Todd Smurl | James Lee | 4/14 |
| BELAX | Belvedere Alternative Income Fund | Belvedere Asset Management will be stepping down as advisor to the fund | The board has approved an interim advisory agreement with ES Capital | 4/14 |
| CVTRX | Calamos Growth and Income Fund | John Scudieri will leave on April 30th. | The rest of the team remains on the fund. | 4/14 |
| LACAX | Columbia Acorn Fund | Charles McQuaid stepped down from his roles as the President and Chief Investment Officer of CWAM and the lead portfolio manager of the fund. He will remain in his role as lead manager on the Columbia Thermostat Fund (CTFAX) | Robert Mohn and David Frank remain, with Mr. Mohn taking on the lead manager role. | 4/14 |
| CHDEX | Cullen High Dividend Equity Fund | John Gould died, unexpectedly. | Jennifer Chang joins James Cullen as a portfolio manager | 4/14 |
| CVLVX | Cullen Value Fund | John Gould died, unexpectedly. | Jennifer Chang joins James Cullen and Brooks Cullen as a portfolio manager | 4/14 |
| KDHAX | DWS Equity Dividend | Juergen Foerster and Johannes Prix are out | Di Kumble takes over | 4/14 |
| EINFX | Elfun Income Fund | Vita Marie Pike is out. | William Healey and Mark Johnson remain. | 4/14 |
| CAPAX | Federated Capital Income | Christopher Smith | Jerome Conner joins the rest of the team. | 4/14 |
| FSTBX | Federated Global Allocation Fund | Christopher Smith | Chengjun Wu joins Timothy Goodger, Philip Orlando, Ihab Salib, and Audrey Kaplan | 4/14 |
| FDRAX | Federated Managed Risk Fund | Christopher Smith | Chengjun Wu joins James Gordon Jr., Stephen Gutch, Marc Halperin, John Nichol, and Philip Orlando | 4/14 |
| FAGAX | Fidelity Advisor Growth Opportunities Fund | No one, but . . . | Gopal Reddy will become the lead manager and Steve Wymer will remain as a comanager. This change will be effective on January 1, 2015. | 4/14 |
| FNCMX | Fidelity Nasdaq Composite Index Fund | James Francis | Patrick Waddell, Louis Bottari, and Peter Matthew remain, with Mr. Waddell stepping up to the lead role. | 4/14 |
| FAOFX | Fidelity Series Advisor Growth Opportunities Fund | No one, but . . . | Gopal Reddy will become the lead manager and Steve Wymer will remain as a comanager. This change will be effective on January 1, 2015. | 4/14 |
| FPEMX | Fidelity Spartan Emerging Markets Index Fund | James Francis | Patrick Waddell, Louis Bottari, and Peter Matthew remain, with Mr. Waddell stepping up to the lead role. | 4/14 |
| FKGRX | Franklin Growth Fund | Jerry Palmieri, manager for nearly half a century, died at 85. His investors missed a lot of the growth in the bull market of the 80s and 90s, but his caution served them well over the turbulent last decade of his tenure. | Serena Vinton and Conrad Hermann will carry on, as planned. | 4/14 |
| FANTX | Frost International Equity Fund | William Fries and Lei Wang | Wendy Trevisani, Tim Cunningham, and Greg Dunn remain. | 4/14 |
| GSCAX | Goldman Sachs Commodity Strategy Fund | Stephen Lucas is out | Michael Johnson and Samuel Finkelstein remain | 4/14 |
| HFBAX | Highland Fixed Income Fund | Vita Marie Pike is out. | William Healey and Mark Johnson remain. | 4/14 |
| HBAFX | Huntington Balanced Allocation Fund | No one, but . . . | Robert “Chip” Hendon joins Randy Batemen as a comanager of the fund | 4/14 |
| HCAFX | Huntington Conservative Allocation Fund | No one, but . . . | Robert “Chip” Hendon joins Randy Batemen as a comanager of the fund | 4/14 |
| HDEAX | Huntington Disciplined Equity Fund | No one, but . . . | Robert “Chip” Hendon joins Peter Sorrentino as a comanager of the fund | 4/14 |
| HDCAX | Huntington Dividend Capture Fund | No one, but . . . | Peter Sorrentino joins Kirk Mentzer as a comanager of the fund | 4/14 |
| HGSAX | Huntington Global Select Markets | No one, but . . . | Martina Cheung joins Paul Attwood as a comanager of the fund | 4/14 |
| HGRFX | Huntington Growth Allocation Fund | No one, but . . . | Robert “Chip” Hendon joins Randy Batemen as a comanager of the fund | 4/14 |
| HIEAX | Huntington International Equity Fund | No one, but . . . | Martina Cheung joins Paul Attwood as a comanager of the fund | 4/14 |
| HRSAX | Huntington Real Strategies Fund | No one, but . . . | Robert “Chip” Hendon joins Peter Sorrentino as a comanager of the fund | 4/14 |
| HSUAX | Huntington Situs Fund | No one, but . . . | Kirk Mentzer joins Randy Batemen as a comanager of the fund | 4/14 |
| RGROX | John Hancock Select Growth Fund (formerly known as John Hancock Rainier Growth Fund) | Ranier Investment Management is out, along with James Margard, Mark Dawson and Michail Emery | Baillie Gifford Overseas Limited is in, with Ian Tabberer at the helm | 4/14 |
| MSSFX | Litman Gregory Masters Smaller Companies Fund | Turner Investments is out (that seems to happen a lot) as a subadviser and Frank Sustersic is out as a manager | Dennis Bryan, Kenneth Gregory, Richard Weiss, Jeremy DeGroot, and Jeffrey Bronchick remain | 4/14 |
| LEQAX | LoCorr Long/Short Equity Fund | No one, but . . . | Billings Capital Management is added as a subadvisor, with Eric F. Billings, Eric P. Billings, Scott Billings, and Thomas Billings, joining the management team. | 4/14 |
| MAEQX | Mutual of America Equity Index | Benjamin Heben | Jamie Zendel | 4/14 |
| MAMQX | Mutual of America Mid Cap Equity Index | Benjamin Heben | Jamie Zendel | 4/14 |
| NCGFX | New Covenant Growth Fund | Robert Pharr is out | The other sixteen managers remain on the fund. | 4/14 |
| PAEMX | PIMCO Emerging Market Bond Fund | Ramin Toloui has stepped down to serve as Deputy Under Secretary for International Finance in the U.S. Dept. of Treasury. | Michael Gomez will remain | 4/14 |
| PGSAX | PIMCO Global Advantage Strategy Bond Fund | Ramin Toloui has stepped down to serve as Deputy Under Secretary for International Finance in the U.S. Dept. of Treasury. | Michael Gomez will remain | 4/14 |
| EMSAX | RPg Emerging Markets Sector Rotation Fund | F-Squared Institutional Advisors no longer advise the fund, and Howard Present is no longer a fund manager. | David Gatti and Jason McGinty remain. | 4/14 |
| SBMBX | Saratoga Energy and Basic Materials Fund | Greg McCullough is out | David Cohen and Salil Sharma are in | 4/14 |
| SARNX | Schroder Absolute Return EMD and Currency Fund | No one, but . . . | Abdallah Guezour takes over the lead manager role. Current lead manager, Geoff Blanning, remains on the fund, as do Guillermo Besaccia and Nick Brown, the other managers. | 4/14 |
| SIIEX | Sentinel International Equity Fund | Katherine Schapiro is gone | Andrew Boczek will carry on. | 4/14 |
| TCOEX | Tactical Offensive Equity Fund | William Fries and Lei Wang | The rest of the extensive team remains. | 4/14 |
| TPSAX | Thrivent Partner Small Cap Growth Fund | Peter Sustersic of Turner Investment Partners is out but | Peter Niedland and Jason Schrotberger of Turner Investment Partners move in | 4/14 |
| TMCGX | Turner Emerging Growth Fund | Peter Sustersic | Peter Niedland | 4/14 |
| TCGFX | Turner Large Growth Fund | No one, but . . . | Christopher Baggini joins Robert Turner and becomes lead portfolio manager | 4/14 |
| VASVX | Vanguard Selected Value Fund | No one, but . . . | Pzena Investment Management has been added as an advisor, with Richard Pzena, Eli Rabinowich, and Manoj Tandon, overseeing that portion of the portfolio | 4/14 |
| WRAAX | Wilmington Multi-Manager Alternatives | No one, but . . . | Carl Loeb Advisory Partners becomes the 6th subadvisor to join the team. | 4/14 |
