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 |
| AMTAX | AB All Market Real Return Portfolio | Jonathan Ruff will no longer serve as a portfolio manager for the fund. | Vinod Chathlani joins Daniel Loewy and Vadim Zlotnikov as a manager to the fund. | 10/15 |
| ADVGX | Advisory Research All Cap Value Fund | No one, but . . . | Chris Harvey joins James Langer, Matthew Swaim, and Bruce Zessar in managing the fund. | 10/15 |
| ADVSX | Advisory Research Small Company Opportunities | Paul Galat and Shreekkanth Viswanathan will no longer serve as a portfolio manager for the fund. | James Langer and Matthew Swaim are joined by Chris Harvey and Bruce Zessar. | 10/15 |
| EMEAX | Ashmore Emerging Markets Equity Fund | Cindy Chi is no longer listed as a portfolio manager on the fund. | Felicia Morrow and Alejandro Garza continue to manage the fund | 10/15 |
| EFEAX | Ashmore Emerging Markets Frontier Equity Fund | Peter Trofimenko will no longer serve as a portfolio manager for the fund. | Bryan D’Aguiar, Alejandro Garza, and Felicia Morrow will continue to manage the fund | 10/15 |
| ESSAX | Ashmore Emerging Markets Small-Cap Equity Fund | Cindy Chi is no longer listed as a portfolio manager on the fund. | Felicia Morrow and Alejandro Garza continue to manage the fund | 10/15 |
| BMPEX | Beck, Mack & Oliver Partners Fund | Zachary Wydra is no longer listed as a portfolio manager on the fund. | Robert Beck has taken over as portfolio manager of the fund. | 10/15 |
| BPLEX | Boston Partners Long/Short Equity Fund | Ali Motamed will no longer serve as a portfolio manager for the fund. | Robert Jones will continue to manage the fund | 10/15 |
| CWGDX | Christopher Weil & Company Global Dividend Fund | Soledad Investment Management will resign as a subadvisor to the fund effective December 19, 2015 | It’s unclear who will be managing the fund after December 19th. | 10/15 |
| LGGAX | Clearbridge Global Growth, which will become ClearBridge International Growth Fund at the end of the year. | Gibboney Huske is no longer listed as a portfolio manager on the fund. | Michael Testorf joins Elisa Mazen in managing the fund. | 10/15 |
| LACAX | Columbia Acorn Fund | As announced in May, Robert Mohn, has stepped down from his lead portfolio manager role. | David Frank will be joined by P. Zachary Egan | 10/15 |
| LAUAX | Columbia Acorn USA | As announced in May, Robert Mohn, has stepped down from his lead portfolio manager role. | William Doyle will remain on the fund | 10/15 |
| CSCEX | Columbia Active Portfolios Multi-Manager Small Cap Equity Fund | No one, but . . . | BMO Asset Management Corp has been added to the list of subadvisors. As a result of this, David Corris and Thomas Lettenberger join the extensive team managing this fund. | 10/15 |
| NMGIX | Columbia Marsico Growth Fund | Kevin Boone is no longer listed as a portfolio manager on the fund. | Thomas Marsico and Coralie Witter remain as managers for the fund. | 10/15 |
| TISHX | Deutsche Communications Fund | Walter Holick and Frederic Fayolle are no longer listed as portfolio managers of the fund | Brendan O’Neill will take over management of the fund. | 10/15 |
| KTRAX | Deutsche Global Income Builder Fund | Thomas Schuessler and Philip Condon are no longer listed as portfolio managers on the fund. | Darwei Kung joins William Chepolis, Gary Russell, John Ryan, Walter Holman, and Fabian Degen in managing the fund. | 10/15 |
| SERAX | Deutsche World Dividend Fund | Oliver Pfeil and Thomas Schuessler are no longer listed as portfolio managers on the fund. | Fabian Degen is joined by Walter Holman and Sebastian Werner in managing the fund. | 10/15 |
| MDDDX | FDP BlackRock Janus Growth Fund, formerly the Marsico Growth FDP Fund | Kevin Boone, Coralie Witter, and Thomas Marsico are out, as Marsico Capital Management has been replaced by Janus Capital Management as a subadvisor to the fund. | Carmel Wellso will manage the fund. | 10/15 |
| FSDAX | Fidelity Select Portfolios Defense and Aerospace Portfolio | Douglas Scott will no longer serve as a portfolio manager for the fund. | Jonathan Siegmann takes over management of the fund. | 10/15 |
| FBSOX | Fidelity Select Portfolios Information Technology Sector | No one, but . . . | Daniel Sherwood joins Kyle Weaver in managing the fund. | 10/15 |
| FMSLX | FMC Select Fund | Andrew Freedberg will cease serving as a co-portfolio manager of the fund. | Michael Kelter will become a co-portfolio manager of the fund, joining Timothy Muccia. | 10/15 |
| FLSLX | Forward Credit Analysis Long/Short Fund | No one, but . . . | David Hammer returns and joins Joseph Deane on the management team. | 10/15 |
| AHBIX | Forward High Yield Bond Fund | Steven Michaels is no longer listed as a portfolio manager on the fund. | Henry Chu and Ashish Shah are the portfolio managers of the fund. | 10/15 |
| GSRAX | Goldman Sachs Dividend Focus Rising Dividend Growth Fund | Jere Estes will no longer serve as a portfolio manager for the fund. | C. Troy Shaver, Ying Wang, and Michael Nix will continue to manage the fund. | 10/15 |
| GMLVX | GuideMark Emerging Markets | Michael Nayfa, Terry Pelzel, and Mark Giambrone are no longer listed as portfolio managers to the fund. | Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. | 10/15 |
| GMLGX | GuideMark Large Cap Core Service | Paul Marrkand is no longer listed as a portfolio manager on the fund. | Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. | 10/15 |
| GMSMX | GuideMark Small/Mid Cap Core Service | Cheryl Duckworth and Mark Mandel are no longer listed as portfolio managers to the fund. | Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. | 10/15 |
| GMWEX | GuideMark World ex-US Service | César Hernandez is no longer listed as a portfolio manager on the fund. | Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. | 10/15 |
| HISIX | Homestead International Value Fund | Cindy New, Robin Kollannur, and Charles Radtke are no longer listed as portfolio managers to the fund. | Dwayne Hancock and Teddy Wong will manage the fund. | 10/15 |
| HBAFX | Huntington Balanced Allocation Fund | Kirk Mentzer and Peter Sorrentino are no longer listed as portfolio managers to the fund. | David Miller and Michael Schoonover will manage the fund. | 10/15 |
| HDCAX | Huntington Dividend Capture Fund | Kirk Mentzer and Peter Sorrentino are no longer listed as portfolio managers to the fund. | David Miller and Michael Schoonover will manage the fund. | 10/15 |
| HGSAX | Huntington Global Select Markets Fund | Paul Attwood and Peter Sorrentino are no longer listed as portfolio managers to the fund. | Mike Newton, Edward Baker, Samuel Kwong, Mathias Wikberg, and Walid Khalfallah will manage the fund. | 10/15 |
| HRSAX | Huntington Real Strategies Fund | Paul Attwood and Peter Sorrentino are no longer listed as portfolio managers to the fund. | David Miller and Michael Schoonover will manage the fund. | 10/15 |
| HSUAX | Huntington Situs Fund | Kirk Mentzer and Peter Sorrentino are no longer listed as portfolio managers to the fund. | David Miller and Michael Schoonover will manage the fund. | 10/15 |
| ICLEX | ICON Consumer Staples Fund | Mick Kuehn will no longer serve as a portfolio manager for the fund. | Craig Callahan and Donovan Paul will manage the fund. | 10/15 |
| ICARX | ICON Emerging Markets Fund | Mick Kuehn will no longer serve as a portfolio manager for the fund. | Craig Callahan, Zach Jonson, Donovan Paul and Derek Rollingson will manage the fund. | 10/15 |
| ICTRX | ICON Industrials Fund | Mick Kuehn will no longer serve as a portfolio manager for the fund. | Craig Callahan and Donovan Paul will manage the fund. | 10/15 |
| ICTEX | ICON Information Technology | Mick Kuehn will no longer serve as a portfolio manager for the fund. | Craig Callahan and Donovan Paul will manage the fund. | 10/15 |
| COUAX | Innealta Capital Country Rotation Fund | No one, but . . . | Vito Sciaraffia and Mark Mowrey have joined Gerald Buetow in managing the fund. | 10/15 |
| SROAX | Innealta Capital Sector Rotation Fund | No one, but . . . | Vito Sciaraffia and Mark Mowrey have joined Gerald Buetow in managing the fund. | 10/15 |
| YLDAX | Innealta Capital Tactical Fixed Income Fund | No one, but . . . | Vito Sciaraffia and Mark Mowrey have joined Gerald Buetow in managing the fund. | 10/15 |
| JAAAX | John Hancock Alternative Asset Allocation Fund | Steve Medina will no longer serve as a portfolio manager for the fund, effective January 1, 2016 | Robert Boyda, Marcelle Daher, and Nathan Thooft, CFA will continue as portfolio managers of the fund | 10/15 |
| Various | John Hancock Lifestyle Portfolios, Lifestyle II Portfolios, Retirement Living Portfolios, Retirement Living II Portfolios, and Retirement Choices Portfolios | Steve Medina will no longer serve as a portfolio manager for the fund, effective January 1, 2017 | Robert Boyda, Marcelle Daher, and Nathan Thooft, CFA will continue as portfolio managers of the fund | 10/15 |
| GESOX | Lazard Global Equity Select Portfolio | No one, but . . . | Martin Flood, Louis Florentin-Lee, Andrew Lacey, Patrick Ryan, and Ronald Temple are joined by Barnaby Wilson. | 10/15 |
| LDVAX | Leland Thomson Reuters Venture Capital Index Fund | Justin Lowry and Sean Reichert are no longer listed as portfolio managers to the fund. | David Armstrong, Yash Patel, and Neil Peplinski have taken over management of the fund. | 10/15 |
| MHNAX | Madison High Income Fund | As of January 1, 2015, the fund will be managed by Madison Asset Management. As a result Eric Dobbin Mark Shenkman, Mark Flanagan, Steven Schweitzer, Justin Slatky, and Robert Kricheff will no longer serve as portfolio managers for the fund. | The fund will be managed by Michael Sanders and Allen Olson. | 10/15 |
| MGRIX | Marsico Growth Fund | Kevin Boone is no longer listed as a portfolio manager on the fund. | Thomas Marsico and Coralie Witter remain as managers for the fund. | 10/15 |
| NGUAX | Neuberger Berman Guardian Fund | Mamundi Subhas, Ingrid Dyott, Sajjad Ladiwala, and Arthur Moretti are no longer listed as portfolio managers to the fund. | Charles Kantor will now manage the fund. | 10/15 |
| PXHAX | Pax World High Yield Bond Fund | Mary Austin is no longer listed as a portfolio manager on the fund. | Peter Schwab will join Kent Siefers in managing the fund. | 10/15 |
| LSEAX | Persimmon Long/Short Fund | Contravisory Investment Management is no longer a subadvisor to the fund. David Canal, Philip Noonan, and William Noonan will no longer serve as portfolio managers for the fund. | The rest of the team remains | 10/15 |
| PQDAX | PIMCO Global Dividend Fund | Austin Graff is no longer listed as a portfolio manager on the fund. | Brad Kinkelaar now manages the fund. | 10/15 |
| RHFHX | Royce Heritage Fund | James Harvey is no longer listed as a portfolio manager on the fund. | Steven McBoyle serves as the fund’s lead portfolio manager and Charles Royce manages the Fund with him. | 10/15 |
| RSQVX | RSQ International Equity Fund | Michael Testorf will no longer serve as a portfolio manager for the fund. | Richard Pell and Rudolf-Riad Younes carry on. | 10/15 |
| UMBHX | Scout Small Cap Fund | Thomas Laming no longer serves as a portfolio manager of the fund. | James McBride has assumed lead portfolio manager responsibilities for the fund, with Timothy Miller serving as co-portfolio manager. | 10/15 |
| FMELX | Strategic Advisers Growth Multi-Manager Fund | No one, but . . . | James Fallon, Jonathan Sage, and John Stocks have joined the already extensive team. | 10/15 |
| SUNAX | SunAmerica Commodity Strategy Fund | Stephen Burke, John Pickart, and Wayne Ryan are no longer listed as portfolio managers to the fund. | David Chang and Gregory LeBlanc will manage the fund. | 10/15 |
| ABDCX | The BDC Income Fund | Andrew Kerai is no longer listed as a portfolio manager on the fund. | Gregg Felton and John Stuart will continue managing the fund. | 10/15 |
| TVFVX | Third Avenue Value Fund | Michael Lehmann is no longer listed as a portfolio manager on the fund. | Robert Rewey, Victor Cunningham, and Yang Lie continue to manage the fund. | 10/15 |
| DIVSX | Transamerica Partners Institutional Small Value Fund | Shaun Pedersen, Timothy McCormack, and Michael Vogelzang are no longer listed as portfolio managers to the fund. | James Gaul, David Hanna and Douglas Riley will manage the fund. | 10/15 |
| TSLAX | Transamerica Partners Small Cap Value Fund | James Veers and Michael Vogelzang are no longer listed as portfolio managers to the fund. | James Gaul, David Hanna and Douglas Riley will manage the fund. | 10/15 |
| DVSVX | Transamerica Partners Small Value Fund | Shaun Pedersen, Timothy McCormack, and Michael Vogelzang are no longer listed as portfolio managers to the fund. | James Gaul, David Hanna and Douglas Riley will manage the fund. | 10/15 |
| TSWEX | TS&W Equity Institutional Fund | Paul Ferwerda will no longer serve as a portfolio manager for the fund. | S. Preston Dillard, G. Gary Garland, and Brett Hawkins are the new managers of the fund. | 10/15 |
| WUSAX | Wanger USA | As announced in May, Robert Mohn, has stepped down from his lead portfolio manager role. | William Doyle will remain on the fund | 10/15 |
