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 |
|
CUGAX |
Aberdeen Global Fixed Income Fund |
Simon Hancock |
József Szabó, Rich Smith, Neil Moriarty, and Oliver Boulind |
11/14 |
|
CLHAX |
AdvisorOne CLS International Equity |
Scott Kubie is no longer listed as a portfolio manager |
Konstantin Etus and Rusty Vanneman are now managing the fund |
11/14 |
|
AZGAX |
AllianzGI Retirement 2015 Fund |
Stephen Sexauer will be gone as of Jan 1, 2015 |
Claudio Marsala and Rahul Malhotra will join Paul Pietranico and James Macey on the fund |
11/14 |
|
AGLAX |
AllianzGI Retirement 2020 Fund |
Stephen Sexauer will be gone as of Jan 1, 2015 |
Claudio Marsala and Rahul Malhotra will join Paul Pietranico and James Macey on the fund |
11/14 |
|
ABLAX |
AllianzGI Retirement 2030 Fund |
Stephen Sexauer will be gone as of Jan 1, 2015 |
Claudio Marsala and Rahul Malhotra will join Paul Pietranico and James Macey on the fund |
11/14 |
|
AVSAX |
AllianzGI Retirement 2040 Fund |
Stephen Sexauer will be gone as of Jan 1, 2015 |
Claudio Marsala and Rahul Malhotra will join Paul Pietranico and James Macey on the fund |
11/14 |
|
ASNAX |
AllianzGI Retirement 2050 Fund |
Stephen Sexauer will be gone as of Jan 1, 2015 |
Claudio Marsala and Rahul Malhotra will join Paul Pietranico and James Macey on the fund |
11/14 |
|
ELSAX |
Altegris Equity Long Short Fund |
Matthew Osborne and Ryan Hart have been removed as a portfolio managers of the fund |
Robert Murphy and Eric Bundonis have been added as portfolio managers, joining Joseph Jolson, Don Destino, Jim Fowler, Kelly Wiesbrock, Robert Kim, and Richard Chilton |
11/14 |
|
FXDAX |
Altegris Fixed Income Long Short Fund |
Matthew Osborne has been removed as a portfolio manager |
Robert Murphy has joined Eric Bundonis, Kevin Schweitzer, and Anilesh “Neil” Ahuja on the management team |
11/14 |
|
EVOAX |
Altegris Futures Evolution Strategy Fund |
No one, but . . . |
Robert Murphy has joined Matthew Osborne, Eric Bundonis, and Jeffrey Gundlach in managing the fund |
11/14 |
|
MCRAX |
Altegris Macro Strategy Fund |
No one, but . . . |
Robert Murphy and Eric Bundonis have joined Matthew Osborne in managing the fund |
11/14 |
|
MFTAX |
Altegris Managed Futures Strategy Fund |
Ryan Hart has been removed as a portfolio manager |
Robert Murphy and Eric Bundonis have joined Matthew Osborne and John Tobin in managing the fund |
11/14 |
|
MULAX |
Altegris Multi-Strategy Alternative Fund |
Matthew Osborne is no longer listed as a portfolio manager |
Lara Magnusen and Robert Murphy will now run the fund |
11/14 |
|
RAAAX |
Altegris/AACA Real Estate Long Short Fund |
Matthew Osborne has been removed as a portfolio manager |
Eric Bundonis joins Burland East III in managing the fund. |
11/14 |
|
CWGIX |
American Funds Capital World Growth and Income Fund |
Jeanne Carroll is no longer managing money in the fund |
The rest of the team remains. |
11/14 |
|
MDEGX |
Blackrock Long-Horizon Equity Fund |
James Bristow and Stuart Reeve are out |
Gary Clarke and Teun Draaisma take over |
11/14 |
|
CBCAX |
Calamos Focus Growth Fund |
No one, but . . . |
David Kalis joins the team of John Calamos, Gary Black, Nick Niziolek, Jon Vacko, Dennis Cogan, John Hillenbrand and Steve Klouda |
11/14 |
|
CVGRX |
Calamos Growth Fund |
No one, but . . . |
David Kalis joins the team of John Calamos, Gary Black, Nick Niziolek, Jon Vacko, Dennis Cogan, John Hillenbrand and Steve Klouda |
11/14 |
|
CMXAX |
Calamos Mid Cap Growth Fund |
No one, but . . . |
David Kalis joins the team of John Calamos, Gary Black, Nick Niziolek, Jon Vacko, Dennis Cogan, John Hillenbrand and Steve Klouda |
11/14 |
|
MCXAX |
Catalyst Macro Strategy Fund |
Subadvisor, Castle Financial & Retirement Planning Associates, is out. Accordingly, managers Korey Bauer and Al Procaccino are replaced… |
…by David Miller and Jerry Szilagyi of Catalyst Capital Advisors. |
11/14 |
|
DMVAX |
Dreyfus Select Managers Small Cap Value Fund |
No one, but . . . |
Roger Porter joins the extensive team |
11/14 |
|
FCVAX |
Fidelity Advisor Small Cap Value Fund |
No one (yet), but . . . |
Derik Janssen will become lead portfolio manager on January 1, 2015 and sole portfolio a year later. Charles Myers will become a co-manager prior to his departure. |
11/14 |
|
FGBLX |
Fidelity Global Balanced Fund |
No one, but . . . |
Sefan Lindblad joins Ruben Calderon, Geoffrey Stein, Andrew Weir, John Lo, Stephen DuFour, Maria Nikishova, and Risteard Hogan on the management team |
11/14 |
|
FSLEX |
Fidelity Select Environment and Alternative Energy Portfolio |
Anna Davydova is out |
Kevin Walenta is in |
11/14 |
|
FCPVX |
Fidelity Small Cap Value Fund |
No one, but . . . |
Derik Janssen will become lead portfolio manager on January 1, 2015 and sole portfolio a year later. Charles Myers will become a co-manager prior to his departure. |
11/14 |
|
HIIGX |
Harbor International Growth Fund |
Paul Faulkner is out. |
Moritz Sitte, Sophie Earnshaw and Tom Walsh will join Gerard Callahan, Iain Campbell and Joe Faraday |
11/14 |
|
HSCSX |
Homestead Small Company Stock Fund |
No one right now, but as previously announced Peter Morris and Stuart Teach will be retiring sometime next year. |
Gregory Halter joins the team of Peter Morris, Stuart Teach, Mark Ashton, and Prabha Carpenter |
11/14 |
|
HOVLX |
Homestead Value Fund |
No one right now, but as previously announced Peter Morris and Stuart Teach will be retiring sometime next year. |
Gregory Halter joins the team of Peter Morris, Stuart Teach, Mark Ashton, and Prabha Carpenter |
11/14 |
|
WAVEX |
Longboard Managed Futures Strategy Fund |
Horizon will no longer serve as sub-adviser to the fund and Jill King will no longer be a portfolio manager |
Eric Crittenden, Jason Klatt, and Cole Wilcox will carry on |
11/14 |
|
MEIFX |
Meridian Equity Income Legacy Fund |
Larry Cordisco and James England, who had been employed by the fund’s previous adviser, Aster, are no longer listed as porfolio managers |
Minyoung Sohn, formerly a manager on two Janus funds and one of the founders of the new adviser, has taken over as portfolio manager. |
11/14 |
|
MFWTX |
MFS Global Total Return |
Barnaby Wiener will no longer be a portfolio manager after December 31, 2014 |
Pablo De La Mata joined the fund in September. Jonathan Sage joins in December. The rest of the team, Nevin Chitkara, Pilar Gomez-Bravo, Steven Gorham, Richard Hawkins, Robert Persons, Benjamin Stone |
11/14 |
|
NABAX |
Neuberger Berman Absolute Return Multi-Manager Fund |
No one, but . . . |
Cloud Gate Capital and Blue Jay Capital Management are new subadvisers for the fund, with David Heller, Brian Newman, and Paul Sinclair joining the already extensive team. |
11/14 |
|
NLMAX |
Neuberger Berman Long Short Multi-Manager Fund |
No one, but . . . |
Cloud Gate Capital and Blue Jay Capital Management are new subadvisers for the fund, with David Heller, Brian Newman, and Paul Sinclair joining the team. |
11/14 |
|
NCBGX |
New Covenant Balanced Growth Fund |
Derek Papastrat |
Greg McIntire |
11/14 |
|
NCBIX |
New Covenant Balanced Income Fund |
Derek Papastrat |
Steve Treftz |
11/14 |
|
USBNX |
Pear Tree Columbia Small Cap Fund |
Columbia Partners Investment Management has been terminated as a subadvisor, effective December 31, 2014 |
Bernard Horn and Polaris Capital Management will be the new subadvisor to the fund. |
11/14 |
|
PIALX |
Pioneer Solutions Balanced Fund (formerly Pioneer Ibbotson Moderate Allocation Fund) |
Ibbotson Associates is no longer a subadvisor to the fund, and managers Paul Arnold, Brian Huckstep, and Scott Wentsel are out. |
Salvatore Buono, John O’Toole, and Paul Weber are taking over the portfolio management duties as Pioneer Investment Management assumes day-to-day management of the fund. |
11/14 |
|
QEAAX |
Quaker Event Arbitrage Fund |
No one, but . . . |
Paul Hoffmeister joins Thomas Kirchner as a co-portfolio manager |
11/14 |
|
RGVIX |
Royce Global Value Fund |
|
David Nadel is joined by Dilip Badlani, James Harvey, and Steven McBoyle |
11/14 |
|
RLPHX |
Royce Low Priced Stock Fund |
|
James Stoeffel is joined by Carl Brown, James Harvey, and William Hench |
11/14 |
|
RYOTX |
Royce Micro-Cap Fund |
|
Jenifer Taylor and Brendan Hartman carry on |
11/14 |
|
RYPRX |
Royce Premier Fund |
|
Charles Royce and Lauren Romeo are joined by Steven McBoyle. |
11/14 |
|
RMVSX |
Royce SMid-Cap Value Fund |
|
Steven McBoyle carries on |
11/14 |
|
RVVHX |
Royce Value Fund |
|
Lauren Romeo and Jay Kaplan carry on |
11/14 |
|
RVPHX |
Royce Value Plus Fund |
|
James Skinner and Carl Brown carry on |
11/14 |
|
TLIIX |
TIAA-CREF Enhanced Large-Cap Growth Index Fund |
Kelvin Zhang is no longer a portfolio manager of the fund |
Adam Cao and James Johnson will manage the fund |
11/14 |
|
MIBFX |
Varsity/Monetta Intermediate Bond Fund (formerly the Orion/Monetta Intermediate Bond Fund) |
Orion Capital Management no longer serves as a subadviser to the fund, and Stephen Cummings is out as portfolio manager |
Varsity Asset Management is a new subadviser. Anthony Apollaro is a new portfolio manager. George Palmer remains on the fund |
11/14 |
|
VAAAX |
Virtus Allocator Premium AlphaSector Fund |
Howard Present is out |
Amy Robinson is joined by Alexey Panchekha |
11/14 |
|
PWBAX |
Virtus AlphaSector Rotation Fund |
Howard Present is out |
Amy Robinson is joined by Alexey Panchekha |
11/14 |
|
VEIAX |
Virtus Emerging Markets Equity Income Fund |
No one, but . . . |
John Looby and Massimiliano Tondi join James Collery, David Hogarty, Ian Madden, and Gareth Maher |
11/14 |
|
VGPAX |
Virtus Global Premium AlphaSector Fund |
Howard Present is out |
Amy Robinson is joined by Alexey Panchekha |
11/14 |
|
VAPAX |
Virtus Premium AlphaSector Fund |
Howard Present is out |
Amy Robinson is joined by Alexey Panchekha |
11/14 |
|
WRAAX |
Wilmington Multi-Manager Alternatives Fund |
Calypso Capital Management is no longer a subadvisor to the fund, along with Casey Gard |
The rest of the team remains |
11/14 |
