Ticker |
Fund |
Out with the old |
In with the new |
Dt |
EGALX |
Aberdeen International Real Estate Equity Fund |
Bruce Ebnother will no longer serve as a portfolio manager for the fund. |
Svitlana Gubriy, Jon Stewart, and Toshio Tangiku will continue to manage the fund. |
5/19 |
AEOVX |
AC Alternatives Emerging Opportunities Total Return Fund |
Kevin Akioka has announced his plans to leave American Century Investments. As a result, he will no longer serve as a portfolio manager for the fund. |
Alessandra Alecci, John Lovito, Margé Karner, and Abdelak Adjriou will continue to manage the fund. |
5/19 |
ACOIX |
AC ONE China Fund |
Frederick Ruopp will no longer serve as a portfolio manager for the fund. |
Patrick Pascal will continue to manage the fund. |
5/19 |
FNG |
AdvisorShares New Tech and Media ETF |
David Chojnacki is no longer listed as a portfolio manager for the fund. |
Scott Freeze will now manage the fund. |
5/19 |
AAIPX |
American Beacon International Equity Fund |
Foster Corwith has retired and is no longer listed as a portfolio manager for the fund. |
The other twenty managers will continue to manage the fund. |
5/19 |
KORP |
American Century Diversified Corporate Bond ETF |
Kevin Akioka is no longer listed as a portfolio manager for the fund. |
Le Tran, Gavin Fleischman, Jeffrey Houston, and Charles Tan will continue to manage the fund. |
5/19 |
AEDVX |
American Century Emerging Markets Debt Fund |
Kevin Akioka has announced his plans to leave American Century Investments. As a result, he will no longer serve as a portfolio manager for the fund. |
Thomas Youn, John Lovito, Margé Karner, and Brian Howell will continue to manage the fund. |
5/19 |
ABHIX |
American Century High-Yield Fund |
Kevin Akioka is no longer listed as a portfolio manager for the fund. |
Le Tran, Gavin Fleischman, Jeffrey Houston, and Charles Tan will continue to manage the fund. |
5/19 |
BGESX |
Baillie Gifford EAFE Fund |
Kavé Sigaroudinia will no longer be a portfolio manager for the fund. |
James Anderson, Thomas Coutts, Lawrence Burns, Brian Lum, and Julia Angeles will continue to manage the fund. |
6/19 |
BGBKX |
Baillie Gifford Multi Asset Fund |
No one, immediately, but Patrick Edwardson is expected to retire effective on or about May 1, 2020. |
The rest of the team will continue to manage the fund while keeping an eye on the calendar. |
6/19 |
MDLOX |
BlackRock Global Allocation Fund |
Kent Hogshire is no longer listed as a portfolio manager for the fund. |
Rick Rieder joins Russ Koesterich, David Clayton, and Dan Chamby in managing the fund. |
5/19 |
HRCVX |
Carillon Eagle Growth & Income Fund |
No one, but … |
Brad Erwin will join Edmund Cowart, David Blount, and Harald Hvideberg on the management team. |
6/19 |
LIIAX |
Columbia Corporate Income Fund |
No one, but … |
Timothy Doubek has returned from a medical leave of absence to resume his investment responsibilities as co-manager with Thomas Murphy. |
5/19 |
ALDAX |
Columbia Limited Duration Credit Fund |
No one, but … |
Timothy Doubek has returned from a medical leave of absence to resume his investment responsibilities as co-manager with Thomas Murphy and Royce Wilson. |
5/19 |
CMIEX |
Columbia Multi-Manager International Equity Strategies Fund |
Foster Corwith has retired and is no longer listed as a portfolio manager for the fund. |
The other sixteen managers will continue to manage the fund. |
5/19 |
CRMEX |
CRM All Cap Value Fund |
Jay Abramson has retired. |
Robert Maina will continue to manage the fund. |
5/19 |
DBALX |
Davenport Balanced Income Fund |
William Noftsinger, Jr. has resigned from Davenport & Company LLC. |
Christopher Pearson joins David West, George Smith, Robert Giles, E. Trigg Brown, John Ackerly, Christopher Kelley, Charles Gomer, and Michael Beall on the management team. |
6/19 |
DAVPX |
Davenport Core Fund |
William Noftsinger, Jr. has resigned from Davenport & Company LLC. |
Christopher Pearson joins David West, George Smith, Robert Giles, E. Trigg Brown, John Ackerly, and Michael Beall on the management team. |
6/19 |
DVIPX |
Davenport Value & Income Fund |
William Noftsinger, Jr. has resigned from Davenport & Company LLC. |
Christopher Pearson joins David West, George Smith, Robert Giles, E. Trigg Brown, John Ackerly, and Michael Beall on the management team. |
6/19 |
DTCAX |
Dreyfus Sustainable U.S. Equity Fund |
Raj Shant is no longer listed as a portfolio manager for the fund. |
Rob Stewart and Yuko Takano join Jeff Munroe in managing the fund. |
5/19 |
SSTGX |
DWS ESG Global Bond Fund |
Rahmila Nadi and Bernhard Falk are no longer listed as portfolio managers for the fund. |
Thomas Farina and Joseph Bowen are now managing the fund. |
6/19 |
MGSFX |
DWS Fixed Income Opportunities Fund |
John Ryan, Kevin Bliss, and Onur Uncu are no longer listed as portfolio managers for the fund. |
Rick Smith joins Thomas Sweeney in managing the fund. |
5/19 |
KTRAX |
DWS Global Income Builder Fund |
John Ryan and Kevin Bliss are no longer listed as portfolio managers for the fund. |
Thomas Farina and Scott Agi join Dokyoung Lee, Di Kumble, and Darwei Kung in managing the fund. |
5/19 |
SPDAX |
DWS Multi-Asset Conservative Allocation Fund |
Pankaj Bhatnagar and Darwei Kung are no longer listed as portfolio managers for the fund. |
Sophia Noisten joins Dokyoung Lee in managing the fund. |
5/19 |
SPGRX |
DWS Multi-Asset Global Allocation Fund, which becomes DWS Multi-Asset Global Allocation Fund |
Pankaj Bhatnagar and Darwei Kung are no longer listed as portfolio managers for the fund after the change in name. |
Sophia Noisten joins Dokyoung Lee in managing the fund. |
5/19 |
PPLSX |
DWS Multi-Asset Moderate Allocation Fund |
Pankaj Bhatnagar and Darwei Kung are no longer listed as portfolio managers for the fund. |
Sophia Noisten joins Dokyoung Lee in managing the fund. |
5/19 |
KSTAX |
DWS Multisector Income Fund |
John Ryan and Kevin Bliss are no longer listed as portfolio managers for the fund. |
Kelly Beam and Thomas Farina will now manage the fund. |
5/19 |
EBABX |
Eaton Vance Core Plus Bond Fund |
Henry Peabody and Kathleen Gaffney are no longer listed as portfolio managers for the fund. |
Vishal Khanduja and John Croft join Matthew Buckley in managing the fund. |
6/19 |
EVBAX |
Eaton Vance Multisector Income Fund |
Henry Peabody and Kathleen Gaffney are no longer listed as portfolio managers for the fund. |
Kelley Baccei, Justin Bourgette, and John Redding will now manage the fund. |
6/19 |
FEAAX |
Fidelity Advisor Emerging Asia Fund |
No one, immediately, but John Dance is expected to transition off of the fund effective on or about December 31, 2019. |
Xiaoting Zhao joins John Dance on the management team and will continue to manage the fund upon Mr. Dance’s departure. |
5/19 |
FSEAX |
Fidelity Emerging Asia Fund |
No one, immediately, but John Dance is expected to transition off of the fund effective on or about December 31, 2019. |
Xiaoting Zhao joins John Dance on the management team and will continue to manage the fund upon Mr. Dance’s departure. |
5/19 |
FNMIX |
Fidelity New Market Income Fund |
No one, immediately, but John Carlson is expected to retire on or about December 31, 2019. |
Jonathan Kelly and Timothy Gill will continue to manage the fund upon Mr. Carlson’s retirement. |
6/19 |
FPBFX |
Fidelity Pacific Basin Fund |
No one, immediately, but John Dance is expected to transition off of the fund effective on or about December 31, 2019. |
Bruce MacDonald and Kirk Neureiter join John Dance on the management team and will continue to manage the fund upon Mr. Dance’s departure. |
5/19 |
FTEMX |
Fidelity Total Emerging Markets Fund |
No one, immediately, but John Carlson is expected to retire on or about December 31, 2019. |
Jonathan Kelly joins the rest of the team and will remain upon Mr. Carlson’s retirement. |
6/19 |
FCARX |
Fiera Capital Diversified Alternatives Fund |
Geoffrey B. Doyle no longer serves as portfolio manager of the fund. |
Mark Jurish and Kazuhiro Shimbo will continue to manage the fund. |
6/19 |
FEBAX |
First Eagle Global Income Builder Fund |
No one, but … |
Julien Albertini joins Edward Meigs, Sean Slein, and Kimball Brooker on the management team. |
5/19 |
GABAX |
Gabelli Asset Fund |
No one, but … |
Brian Sponheimer joins Mario Gabelli, Kevin Dreyer, Christopher Marangi, and Jeffrey Jonas on the management team. |
6/19 |
GNOM |
Global X Genomics & Biotechnology ETF |
James Ong is no longer listed as a portfolio manager for the fund. |
Kimberly Chan joins Chang Kim, Nam To, and Wayne Xie on the management team. |
6/19 |
GDAFX |
Goldman Sachs Alternative Premia Fund |
Evgeny Gladchenko will no longer serve as a portfolio manager for the fund. |
Federico Gilly and Matthew Schwab will continue to serve as portfolio managers for the fund. |
6/19 |
SFAFX |
Goldman Sachs Strategic Factor Allocation Fund |
Christian Morgenstern will no longer serve as a portfolio manager for the fund |
Matthew Schwab and Nishank Modi will manage the fund. |
6/19 |
TTIFX |
Goldman Sachs Tactical Tilt Overlay Fund |
No one, but … |
Siwen Wu will join Sergey Kraytman and David Hale in managing the fund. |
6/19 |
Various |
Goldman Sachs Target Date Funds |
Scott de Haai will no longer serve as a portfolio manager for the fund. |
Neill Nuttall joins Christopher Lvoff in managing the funds. |
5/19 |
HNISX |
Harbor International Small Cap Fund |
Colin Riddles, Rosemary Simmonds, and Nicholas Williams are no longer listed as portfolio managers for the fund. |
Waldemar Mozes and Jonathan Brodsky will now manage the fund. |
5/19 |
HSFAX |
HSBC Frontier Markets Fund |
Talib Saifee no longer serves as a portfolio manager of the fund. |
Jennifer Passmoor joins Razmi Sidani in managing the fund. |
5/19 |
ICCCX |
ICON Consumer Discretionary Fund |
Scott Snyder is no longer listed as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICLEX |
ICON Consumer Staples Fund |
Scott Snyder is no longer listed as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICARX |
ICON Emerging Markets Fund |
Scott Snyder and Rob Young are no longer listed as portfolio managers for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICENX |
ICON Energy Fund |
Derek Rollingson will no longer serve as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
IOEZX |
ICON Equity Income Fund |
Derek Rollingson will no longer serve as a portfolio manager for the fund. |
Brian Callahan, Scott Callahan, and Donovan Paul will now manage the fund. |
5/19 |
ICFSX |
ICON Financial Fund |
Derek Rollingson will no longer serve as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICTRX |
ICON Industrials Fund |
Rob Young is no longer listed as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICTEX |
ICON Information Technology Fund |
Derek Rollingson will no longer serve as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICNEX |
ICON International Equity Fund |
Scott Snyder and Rob Young are no longer listed as portfolio managers for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICBMX |
ICON Natural Resources Fund |
Rob Young is no longer listed as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
IOCZX |
ICON Risk-Managed Balanced Fund |
Craig Callahan will no longer serve as a portfolio manager for the fund. |
Brian Callahan joins Scott Callahan and Donovan Paul in managing the fund. |
5/19 |
ICTUX |
ICON Utilities Fund |
Derek Rollingson will no longer serve as a portfolio manager for the fund. |
Brian Callahan, Craig Callahan, and Scott Callahan will now manage the fund. |
5/19 |
ICMBX |
Intrepid Capital Fund |
Ben Franklin is no longer listed as a portfolio manager for the fund. |
Joe Van Cavage, Matt Parker, Clay Kirkland, Hunter Hayes, and Mark Travis will continue to manage the fund. |
6/19 |
ICMIX |
Intrepid International Fund |
Ben Franklin is no longer listed as a portfolio manager for the fund. |
Matt Parker will manage the fund. |
6/19 |
CHTRX |
Invesco Charter Fund |
Ronald Sloan will no longer serve as a portfolio manager for the fund. |
Benajmin Ram, Paul Larson, and Manind Govil will now manage the fund. |
6/19 |
AGAAX |
Invesco Global Small & Mid Cap Growth Fund |
James Leach is no longer listed as a portfolio manager for the fund. |
Ryan Amerman joins Borge Endresen, Shuxin Cao, and Jason Holzer on the management team. |
6/19 |
GTAGX |
Invesco Mid Cap Core Equity Fund |
Ronald Sloan will no longer serve as a portfolio manager for the fund. |
Matthew Ziehl, Adam Weiner, Raman Vardharaj, Magnus Krantz, Kristin Ketner, Joy Budzinski, and Raymond Anellow will now manage the fund. |
6/19 |
VGRAX |
Invesco Mid Cap Growth Fund |
James Leach is no longer listed as a portfolio manager for the fund. |
Ronald Zibelli and Justin Livengood |
6/19 |
OPTFX |
Invesco Oppenheimer Capital Appreciation Fund |
Paul Larson will no longer serve as a portfolio manager for the fund. |
Erik Voss and Ido Cohen are now managing the fund. |
6/19 |
OPPEX |
Invesco Oppenheimer Capital Income Fund |
Michelle Elena Borré Massick and Krishna Memani are no longer listed as portfolio managers for the fund. |
Scott Wolle, Christian Ulrich, Scott Hixon, Chris Devine, John Burrello, and Mark Ahnrud will now manage the fund. |
6/19 |
OSVAX |
Invesco Oppenheimer Dividend Opportunity Fund |
Laton Spahr is no longer listed as a portfolio manager for the fund. |
Meggan Walsh, Christopher McMeans, Kristina Bradshaw, and Robert Botard are now managing the fund. |
6/19 |
OAEIX |
Invesco Oppenheimer Equity Income Fund |
Laton Spahr is no longer listed as a portfolio manager for the fund. |
Meggan Walsh, Christopher McMeans, Kristina Bradshaw, and Robert Botard are now managing the fund. |
6/19 |
QMGIX |
Invesco Oppenheimer Global Multi-Asset Growth Fund |
Benjamin Rockmuller and Alessio de Longis are no longer listed as portfolio managers for the fund. |
Scott Wolle, Christian Ulrich, Scott Hixon, Chris Devine, John Burrello, and Mark Ahnrud will now manage the fund. |
6/19 |
QMAIX |
Invesco Oppenheimer Global Multi-Asset Income Fund |
Benjamin Rockmuller and Alessio de Longis are no longer listed as portfolio managers for the fund. |
Scott Wolle, Christian Ulrich, Scott Hixon, Chris Devine, John Burrello, and Mark Ahnrud will now manage the fund. |
6/19 |
QVSCX |
Invesco Oppenheimer Mid Cap Value Fund |
Eric Hewitt and Laton Spahr are no longer listed as portfolio managers for the fund. |
Jeffrey Vancavage will manage the fund. |
6/19 |
OVSIX |
Invesco Oppenheimer Small Cap Value Fund |
Eric Hewitt will no longer serve as a portfolio manager for the fund. |
Jonathan Mueller and Jonathan Edwards are now managing the fund. |
6/19 |
CGRWX |
Invesco Oppenheimer Value Fund |
Laton Spahr is no longer listed as a portfolio manager for the fund. |
James Warwick, Kevin Holt, Charles DyReyes, and Davin Armstrong are now managing the fund. |
6/19 |
IECAX |
Ivy Pictet Emerging Markets Local Currency Debt Fund |
No one, but … |
Robert Simpson has joined Mary-Therese Barton, Philippe Petit, Guido Chamorro, Carrie Liaw, and Alper Gocer on the management team. |
6/19 |
MNVAX |
Madison Investors Fund |
Adam Sweet will no longer serve as a portfolio manager for the fund. |
Richard Eisinger joins Matthew Hayner in managing the fund. |
6/19 |
MIGFX |
Massachusetts Investors Growth Stock Fund |
No one, but … |
Joseph Skorski joins Jeffrey Constantino in managing the fund. |
5/19 |
MGJRX |
MassMutual Select BlackRock Global Allocation Fund |
Kent Hogshire is no longer listed as a portfolio manager for the fund. |
Rick Rieder joins Russ Koesterich, David Clayton, and Dan Chamby in managing the fund. |
5/19 |
MMVYX |
MassMutual Select Small Company Value Fund |
Stephen Gutch, J. David Wagner, Glen Murphy, Martin Jarzebowski, Michael Abata, and Brian Morandi are no longer listed as portfolio managers for the fund. |
Shri Singhvi, James MacGregor, Miles Lewis, and Jeff John are managing the fund. |
6/19 |
DIFAX |
MFS Diversified Income Fund |
Effective September 1, 2019, Ward Brown will no longer serve as a portfolio manager for the fund. |
In September, Neeraj Arora will join Robert Almeida, David Cole, Rick Gable, Matt Ryan, Jonathan Sage, Geoffrey Schechter, and Michael Skatrud on the management team. |
5/19 |
MEDAX |
MFS Emerging Markets Debt Fund |
No one, but … |
Effective September 1, 2019, Neeraj Arora will join Ward Brown and Matthew Ryan in managing the fund. |
5/19 |
TALTX |
Morgan Stanley Alternative Strategies Fund |
Matthew Rizzo is no longer listed as a portfolio manager for the fund. |
Zachary Apoian joins Sukru Saman in managing the fund. |
5/19 |
MELAX |
Morgan Stanley Emerging Markets Leaders Portfolio |
Ashutosh Sinha will no longer serve as a portfolio manager for the fund. |
Vishal Gupta will continue to manage the fund. |
6/19 |
TILUX |
Morgan Stanley Inflation-Linked Fixed Income Fund |
Jeremie Banet no longer serves as a portfolio manager for the fund. |
Stephen Rodosky joins Mihir Worah in managing the fund. |
5/19 |
TSGUX |
Morgan Stanley Pathway Funds Small-Mid Cap Equity Fund |
Michael Whitfield, Stephen Knightly, Christopher Scarpa, John Schaeffer, Brent Miley, N. Carter Newbold, Dennis Scannell, and Peter Schliemann are no longer listed as portfolio managers for the fund. |
Thomas O’Neil, Scott Moore, Gary Mitchell, John McPherson, Bruce Kennedy, Matthew Dent, Chad Baumler, and David Adams join the other eight team members on the management team. |
5/19 |
NDNAX |
Navigator Duration Neutral Bond Fund |
No one, but … |
Alexander Meyer joins K. Sean Clark and Jonathan Fiebach in managing the fund. |
5/19 |
NTBAX |
Navigator Tactical Fixed Income Fund |
No one, but … |
Alexander Meyer joins Robert Bennett, Mason Wev, David Rights, K. Sean Clark, and Jonathan Fiebach in managing the fund. |
5/19 |
NUSAX |
Navigator Ultra Short Bond Fund |
No one, but … |
Alexander Meyer joins Robert Bennett and Jonathan Fiebach in managing the fund. |
5/19 |
NHINX |
Neuberger Berman High Income Bond Fund |
Patrick Flynn is no longer listed as a portfolio manager for the fund. |
Christopher Kocinski joins Joseph Lind, Daniel Doyle, William Covode, and Thomas O’Reilly on the management team. |
5/19 |
NHSAX |
Neuberger Berman Short Duration High Income Fund |
Patrick Flynn is no longer listed as a portfolio manager for the fund. |
Christopher Kocinski joins Joseph Lind, Daniel Doyle, William Covode, and Thomas O’Reilly on the management team. |
5/19 |
NCGFX |
New Covenant Growth Fund |
Patrick Kaser, James Clarke, Peter Thompson, Brian Kramp, Patrick Kelly, and Ankur Crawford are no longer listed as portfolio managers for the fund. |
David Hintz, Stephen Dolce, Paul Bouchey, and Thomas Seto will continue to manage the fund. |
5/19 |
NCEGX |
North Country Equity Growth Fund |
Peter Capozzola is no longer listed as a portfolio manager for the fund. |
Alina Kindron joins Adam Horowitz in managing the fund. |
6/19 |
NSBRX |
Nuveen Santa Barbara Dividend Growth Fund |
James Boothe will no longer serve as a portfolio manager for the fund. |
David Chalupnik and David Park have taken over management of the fund. |
6/19 |
NUGIX |
Nuveen Santa Barbara Global Dividend Growth Fund |
James Boothe will no longer serve as a portfolio manager for the fund. |
David Chalupnik and David Park have taken over management of the fund. |
6/19 |
NUIIX |
Nuveen Santa Barbara International Dividend Growth Fund |
James Boothe will no longer serve as a portfolio manager for the fund. |
David Chalupnik and David Park have taken over management of the fund. |
6/19 |
NCOAX |
Nuveen Symphony Credit Opportunities Fund |
No one, but … |
Scott Caraher joins Jenny Rhee in managing the fund. |
5/19 |
NFRAX |
Nuveen Symphony Floating Rate Income Fund |
No one, but … |
Jenny Rhee joins Scott Caraher in managing the fund. |
5/19 |
PEBIX |
PIMCO Emerging Markets Bond Fund |
Michael Gomex and Francesc Balcells are no longer listed as portfolio managers for the fund. |
Yacov Arnopolin is joined by Javier Romo and Pramol Dhawan on the management team. |
5/19 |
PLMAX |
PIMCO Emerging Markets Currency and Short-Term Investments Fund |
Michael Gomex and Francesc Balcells are no longer listed as portfolio managers for the fund. |
Pramol Dhawan is joined by Ismaiel Orenstein in managing the fund. |
5/19 |
PLMAX |
PIMCO Emerging Markets Currency and Short-Term Investments Fund |
Michael Gomez and Francesc Balcells are no longer listed as portfolio managers for the fund. |
Ismael Orenstein joins Pramol Dhawan in managing the fund. |
5/19 |
PFSIX |
PIMCO Emerging Markets Full Spectrum Bond Fund |
Michael Gomex and Francesc Balcells are no longer listed as portfolio managers for the fund. |
Yacov Arnopolin and Pramol Dhawan will continue to manage the fund. |
5/19 |
PELAX |
PIMCO Emerging Markets Local Currency and Bond Fund |
Francesc Balcells and Michael Gomez are no longer listed as portfolio managers for the fund. |
Ismael Orenstein joins Pramol Dhawan in managing the fund. |
6/19 |
PWLIX |
PIMCO RAE Worldwide Long/Short PLUS Fund |
Josh Davis is no longer listed as a portfolio manager for the fund. |
Graham Rennison joins Robert Arnott, Christopher Brightman, Mohsen Fahmi, Bryan Tsu, and Jing Yang on the management team. |
5/19 |
POLRX |
Polen Growth Fund |
Damon Ficklin will no longer serve as a portfolio manager for the fund. |
Dan Davidowitz and Brandon Ladoff will continue to manage the fund. |
6/19 |
RMPLX |
RiverNorth Marketplace Lending Corporation |
Philip Bartow will no longer serve as a portfolio manager for the fund. |
Janae Stanton joins Patrick Galley and Andrew Kerai on the management team. |
5/19 |
RMBTX |
RMB International Fund |
Robert Gwin and Egor Rybakov are no longer listed as portfolio managers for the fund. |
Masakazu Hosomizu will now manage the fund. |
6/19 |
RMBSX |
RMB International Small Cap Fund |
Robert Gwin and Egor Rybakov are no longer listed as portfolio managers for the fund. |
Masakazu Hosomizu will now manage the fund. |
6/19 |
ULST |
SPDR SSGA Ultra Short Term Bond ETF |
No one, but … |
John Mele joins James Palmieri in managing the fund. |
6/19 |
SKLCX |
Steben Managed Futures Strategy Fund |
Basak Akiska is no longer listed as a portfolio manager for the fund. |
Carl Serger joins Kenneth Steben and John Dolfin on the management team. |
6/19 |
TRIGX |
T. Rowe Price International Value Equity Fund |
Sebastien Mallet will no longer serve as a portfolio manager for the fund. |
Colin McQueen takes over management of the fund. |
6/19 |
TGPNX |
TCW Conservative Allocation Fund |
Jess Ravich will no longer serve as a portfolio manager for the fund. |
Adam Coppersmith, Stephen Kane, and Michael Reilly will continue to manage the fund. |
6/19 |
TIGIX |
Timothy Plan Growth & Income Fund |
David James, Barry James, R. Brian Culpepper, Matthew Watson, and Trent Dysert will no longer serve as portfolio managers for the fund. James Investment Research is no longer sub-advising the fund. |
Barrow, Hanley, Mewhinney & Strauss, LLC will subadvise the fund, with Arthur Ally, David Hardin, Mark Luchsinger, and Scott McDonald serving on the management team. |
6/19 |
TARBX |
Touchstone Credit Opportunities II Fund |
David Stuehr, Barbara McKenna, Alexander Graham, and Andrew Bail are no longer listed as portfolio managers for the fund. |
Kapil Singh, Jason Duko, and Seth Brufsky will now manage the fund. |
6/19 |
TPYAX |
Touchstone Premium Yield Equity Fund |
Deepak Ahuja is no longer listed as a portfolio manager for the fund. |
Gregory Powell, Bryan Spratt, Lowell Miller, and John Leslie will continue to manage the fund. |
5/19 |
STITX |
Virtus SGA International Growth Fund |
Kurt Winrich, Michael Trigg, Peter Hunkel, and Paul Black are no longer listed as portfolio managers for the fund. |
Gordon Marchand, Alexandra Lee, and Tucker Brown are now managing the fund. |
6/19 |
WFRPX |
Wealthfront Risk Parity Fund |
Celine Sun has resigned as a porfolio manager to the fund. |
Alex Michalka joins Ashley Johnson in managing the fund. |
6/19 |
EWEAX |
Wells Fargo Intrinsic World Equity Fund |
Jen Robertson will no longer serve as a portfolio manager for the fund. |
Miguel Giaconi joins Amit Kumar and Jean Baptiste in managing the fund. |
6/19 |
SMVAX |
Wells Fargo Small Cap Value Fund |
Michael Schneider and Erik Astheimer are no longer listed as portfolio managers for the fund. |
Craig Pieringer, Garth Nisbet, and Jeff Goverman will manage the fund. |
6/19 |
WHGMX |
Westwood SMidCap Fund |
Thomas Lieu is no longer listed as a portfolio manager for the fund. |
William Costello, Prashant Inamdar, and Grant Taber will continue to manage the fund. |
5/19 |
WHGPX |
Westwood SMidCap Plus Fund |
Thomas Lieu is no longer listed as a portfolio manager for the fund. |
William Costello, Prashant Inamdar, and Grant Taber will continue to manage the fund. |
5/19 |
WMRIX |
Wilmington Real Asset Fund |
Timothy Atwill is no longer listed as a portfolio manager for the fund. |
Stephen Rodosky, Matthew Glaser, Jordan Strauss, Paul Bouchey, Thomas Seto, and Mihir Worah continue to manage the fund. |
5/19 |
CZOVX |
Zacks All-Cap Core Fund |
Benjamin Zacks will no longer serve as a portfolio manager of the fund. |
Mitch Zacks will continue to manage the fund. |
6/19 |
ZDIVX |
Zacks Dividend Fund |
Benjamin Zacks will no longer serve as a portfolio manager of the fund. |
Mitch Zacks will continue to manage the fund. |
6/19 |
ZMNVX |
Zacks Market Neutral Fund |
Benjamin Zacks will no longer serve as a portfolio manager of the fund. |
Mitch Zacks will continue to manage the fund. |
6/19 |
ZSCCX |
Zacks Small-Cap Core Fund |
Benjamin Zacks will no longer serve as a portfolio manager of the fund. |
Mitch Zacks will continue to manage the fund. |
6/19 |