Ticker |
Fund |
Out with the old |
In with the new |
Dt |
ADMQX |
361 Domestic Long/Short Equity Fund |
On April 1, 361 Capital will no longer manage the fund. |
Wells Capital Management (aka Wells Fargo) will take over management of the funds. Odd since Wells seems to be selling off their own funds. |
2/21 |
AGAQX |
361 Global Long/Short Equity Fund |
On April 1, 361 Capital will no longer manage the fund. |
Wells Capital Management (aka Wells Fargo) will take over management of the funds. |
2/21 |
GIGAX |
Aberdeen Emerging Markets Sustainable Leaders Fund |
Dominic Byrne, Martin Connaghan, Samantha Fitspatrick, Jamie Cumming, and Bruce Stout are no longer listed as managers for the fund. |
Fionna Manning, William Scholes, and David Smith will now serve as portfolio managers for the fund. |
1/21 |
BJBIX |
Aberdeen International Sustainable Leaders |
Effective immediately, all references to Jamie Cumming in the Prospectus and SAI are deleted. |
Joanna McIntyre and Victoria MacLean will continue to manage the fund. |
1/21 |
ATFPX |
Alger 25 Fund |
Ankur Crawford will no longer serve as portfolio manager for the fund. |
Daniel Chung will now serve as portfolio manager for the fund. It’s a short-term shtick since Alger 25 is slated for merger, but managing 13 funds as diverse as health sciences and emerging markets does seem a bit much. |
2/21 |
ASUAX |
AllianzGI Global Sustainability |
No one, but… |
Gunnar Miller and Robbie Miles will now serve as portfolio managers for the fund. |
1/21 |
AAHAX |
American Beacon AHL TargetRisk Core Fund |
No one, but… |
Effective February 1, 2021, Otto van Hemert of AHL Partners LLP is added as a portfolio manager. |
2/21 |
AAIPX |
American Beacon International Equity |
No one, but… |
Brian Cho will join the management team for the fund. |
1/21 |
TQENX |
AMG TimesSquare Emerging Markets Small Cap |
Caglar Somek will no longer serve as portfolio manager for the fund. |
David Oh is added as a portfolio manager of the Fund. David Oh and Magnus Larsson are jointly and primarily responsible for the day-to-day management of the fund. |
1/21 |
QGMIX |
AQR Global Macro |
No one, but… |
Effective March 31, 2021, Ashwin Thapar and Jonathan Fader will join the management team. |
1/21 |
ARTGX |
Artisan Global Value |
Justin Bandy will no longer serve as a portfolio manager for the fund. |
Daniel O’Keefe and Michael McKinnon continue to serve as portfolio managers for the fund. |
1/21 |
ARTQX |
Artisan Mid Cap Value |
James Kieffer has stepped down as manager for the fund. |
Thomas Reynolds, Daniel Kane, and Craig Inman will continue to manage the fund. |
1/21 |
ARTNX |
Artisan Select Equity |
Justin Bandy will no longer serve as a portfolio manager for the fund. |
Daniel O’Keefe and Michael McKinnon continue to serve as portfolio managers for the fund. |
1/21 |
ARTLX |
Artisan Value |
James Kieffer has stepped down as manager for the fund. |
Thomas Reynolds, Daniel Kane, and Craig Inman will continue to manage the fund. |
1/21 |
ATVAX |
Athena Behavioral Tactical |
Effective January 22, 2021, Princeton Fund Advisors, LCC, will no longer serve as the fund’s investment adviser. |
Effective January 22, 2021, AthenaInvest Advisors, LLC will serve as the fund’s investment adviser. |
1/21 |
AVEDX |
Ave Maria Rising Dividend Fund |
Effective on March 1, 2021, Joseph Skornicka retires from Schwartz Investment Counsel, Inc. (the “Adviser”). |
George Schwartz will serve as co-portfolio manager with Brandon S. Scheitler, co-portfolio manager of the Fund. |
2/21 |
AVEMX |
Ave Maria Value |
Joseph Skornicka will no longer serve as a portfolio manager for the fund. |
Ryan Kuyawa joins Timothy Schwartz in serving as portfolio managers for the fund. |
1/21 |
AVEWX |
Ave Maria World Equity Fund |
Robert Schwartz will no longer serve as portfolio manager for the fund. |
Anthony Gennaro will join Joseph Skornicka to serve as portfolio managers for the fund. |
1/21 |
AVEWX |
Ave Maria World Equity Fund |
Effective on March 1, 2021, Joseph Skornicka retires from Schwartz Investment Counsel, Inc. (the “Adviser”). |
Anthony W. Gennaro, Jr., CFA, CPA, will serve as the portfolio manager of the Ave Maria World Equity Fund |
2/21 |
AWTM |
Aware Ultra-Short Duration Enhanced Income ETF |
John Kaprich, Andrea Roemhildt, and Stephen Smitley are no longer listed as managers for the fund. |
Charles Ragauss and Michael Venuto will now serve as portfolio managers for the fund. |
1/21 |
KCMIX |
AXS Multi-Strategy Alternatives |
Martin Kerns and Kerns Capital Management have been removed as sub-advisers to the fund. |
Parker Binion and Mark Lacuesto will continue as managers. |
1/21 |
DGIEX |
BNY Mellon Global Emerging Markets |
Sophia Whitbread will no longer manage the fund. |
Paul Birchenough, Ian Smith, and Naomi Waistell will continue to manage the fund. |
2/21 |
BISAX |
Brandes International Small Cap Equity Fund |
No one, but… |
Effective February 10, 2021, Bryan Barrett joins Yingbin Chen, Mark Costa, and Luiz Sauerbronn as portfolio managers for the fund. |
2/21 |
BSCAX |
Brandes Small Cap Value Fund |
No one, but… |
Effective February 10, 2021, Bryan Barrett joins Yingbin Chen, Mark Costa, and Luiz Sauerbronn as portfolio managers for the fund. |
2/21 |
BBVLX |
Bridge Builder Large Cap Value |
Effective February 1, 2021, James Kieffer will no longer serve as a portfolio manager for the fund. |
Daniel Kane, Thomas Reynolds IV, and Craig Inman will continue to serve as portfolio managers of Artisan Partners’ portion of the fund. |
1/21 |
BIAZX |
Brown Advisory Mortgage Securities |
John Lucker will no longer serve as a portfolio manager for the fund. |
Effective as of January 8, 2021, Thomas D.D. Graff, CFA, has taken sole responsibility for the day-to-day portfolio management of the Fund. |
1/21 |
ACRNX |
Columbia Acorn |
Richard Watson becomes the fifth manager to leave the fund since 2015. |
Matthew Litfin and Erika Maschmeyer continue to manage the fund. |
2/21 |
CZAMX |
Columbia Multi-Manager Alternative Strategies |
Edward Chen will no longer serve as a portfolio manager for the fund. |
Effective March 31, 2021, Jonathan Fader and Yao Hua Ooi will join Roger Foltynowicz, Gregg Loprete, and Todd Munn in managing the fund. |
1/21 |
DBALX |
Davenport Balanced Income Fund |
Charles Gomer has retired and will no longer manage the fund. |
Nine other managers soldier on. |
2/21 |
FIUTX |
Delaware Equity Income Fund |
Kristen Bartholdson, Nikhil Lalvani, and Robert Vogel are no longer listed as portfolio managers for the fund. |
Benjamin Leung and Scot Thompson will now serve as portfolio managers for the fund. |
2/21 |
FGINX |
Delaware Growth and Income Fund |
Kristen Bartholdson, Nikhil Lalvani, and Robert Vogel are no longer listed as portfolio managers for the fund. |
Benjamin Leung and Scot Thompson will now serve as portfolio managers for the fund. |
2/21 |
FCUTX |
Fidelity Flex Small Cap Fund |
Clint Lawrence no longer serves as portfolio manager of the fund. |
Derek Janssen has managed the fund since February 2021. |
2/21 |
FCPVX |
Fidelity Small Cap Value Fund |
Clint Lawrence no longer serves as portfolio manager of the fund. |
Derek Janssen has managed the fund since February 2021. |
2/21 |
FIUBX |
First Investors Equity Income Fund |
Kristen Bartholdson, Nikhil Lalvani, and Robert Vogel are no longer listed as portfolio managers for the fund. |
Benjamin Leung and Scot Thompson will now serve as portfolio managers for the fund. |
2/21 |
FGIBX |
First Investors Growth and Income Fund |
Kristen Bartholdson, Nikhil Lalvani, and Robert Vogel are no longer listed as portfolio managers for the fund. |
Benjamin Leung and Scot Thompson will now serve as portfolio managers for the fund. |
2/21 |
FFALX |
Franklin Global Allocation |
Thomas Nelson and May Tong will no longer serve as portfolio managers for the fund. |
Todd Brighton, Edward Perks, and Eugene Podkaminer will now manage the fund. |
2/21 |
GOLDX |
Gabelli Gold Fund |
No one, but… |
Effective February 1, 2021, Mr. Christopher Mancini has been added to the portfolio management team for the Gabelli Gold Fund, Inc. Caesar Bryan has been onboard since 1994 and remains. |
2/21 |
GTMEX |
Glenmede Large Cap Value Portfolio |
Wade Wescott will no longer manage the fund. |
John Kichula, Mark Livingston, |
1/21 |
ONOF |
Global X Adaptive U.S. Risk Management |
Kimberly Chan will no longer serve as portfolio manager for the fund. |
John Belanger, Nam To, Wayne Xie, and Vanessa Yang will continue to manage the fund. |
2/21 |
GSCAX |
Goldman Sachs Commodity Strategy Fund |
Peter Stone and Samual Finkelstein are no longer listed as portfolio managers for the fund. |
Robert Hyman will now serve as portfolio manager for the fund. |
2/21 |
GGMBX |
Goldman Sachs Global Managed Beta Fund |
Effective immediately, Kate El-Hillow will no longer serve as a portfolio manager for the Fund. |
Neill Nuttall and Siwen Wu will continue to serve as portfolio managers for the Fund. |
2/21 |
GSAYX |
Goldman Sachs Long Short Credit Strategies Fund |
No one, but… |
Effective February 10, 2021, Aakash Thombre will become a portfolio manager for the Fund. Michael McGuiness and Ashish Shah will continue to manage the Fund. |
2/21 |
GSEQX |
Goldman Sachs Multi-Manager Global Equity Fund |
Effective immediately, Kate El-Hillow will no longer serve as a portfolio manager for the Funds. |
Siwen Wu will now serve as a portfolio manager for the funds along with Neill Nuttall and Betsy Gorton. |
2/21 |
GRASX |
Goldman Sachs Multi-Manager Real Assets Strategy Fund |
Effective immediately, Kate El-Hillow will no longer serve as a portfolio manager for the Funds. |
Yvonne Woo will continue to serve as a portfolio manager for the fund. |
2/21 |
GNCFX |
Goldman Sachs Multi-Manager Non-Core Fixed Income Fund |
Effective immediately, Kate El-Hillow will no longer serve as a portfolio manager for the Funds. |
Siwen Wu will now serve as a portfolio manager for the funds along with Neill Nuttall and Betsy Gorton. |
2/21 |
SFAFX |
Goldman Sachs Strategic Factor Allocation Fund |
Effective immediately, John Landers will no longer serve as a portfolio manager for the fund. |
Patrick Hartnett joins Federico Gilly and Nishank Modi in managing the fund. |
2/21 |
GGIIX |
GuideStone Funds Global Impact Fund |
Matt Peden will no longer serve as a portfolio manager for the fund. |
David Spika joins the management team in managing the fund. |
2/21 |
HICSX |
Harbor Convertible Securities |
Effective January 4, 2021, Raymond F. Condon no longer serves as a portfolio manager to Harbor Convertible Securities Fund. |
Mark R. Shenkman, Justin W. Slatky, Jordan N. Barrow, CFA, and Thomas Whitley, CFA, continue to serve as portfolio managers to the fund. |
1/21 |
HIIDX |
Harbor Diversified International All Cap |
No one, but… |
Justin Hill joins the management team for the fund. |
1/21 |
HIINX |
Harbor International |
Michael Godfrey will no longer serve as a co-portfolio manager for the fund. |
Justin Hill joins the management team for the fund. |
1/21 |
HRMDX |
Heartland Mid Cap Value |
No one, but … |
Troy McGlone has joined Colin McWey and William Nasgovitz as a portfolio manager for the fund. |
1/21 |
SNLN |
Highland/iBoxx Senior Loan ETF |
David Owens will no longer serve as portfolio manager for the fund. |
Matt Pearson will now serve as portfolio manager for the fund. |
1/21 |
HISIX |
Homestead International Equity |
No one, but … |
Babatunde Ojo has joined Ferrill Roll, Andrew West, Bryan Lloyd, and Patrick Todd serve as the portfolio managers of the fund. |
1/21 |
ATDAX |
Invesco Endeavor Fund |
Raymond Anello will no longer serve as Portfolio Manager of the Funds. |
Belinda Cavazos continues to manage the fund. |
2/21 |
OPMSX |
Invesco Main Street Mid Cap Fund |
Raymond Anello will no longer serve as portfolio manager of the Funds. |
Belinda Cavazos joins the management team for the fund. |
2/21 |
OSCYX |
Invesco Main Street Small Cap Fund |
Raymond Anello will no longer serve as portfolio manager of the funds. |
Raman Vardharaj, Magnus Krantz, Kristin Pak, Joy Budzinski, Matthew Ziehl, and Adam Weiner will continue to manage the fund. |
2/21 |
ATIAX |
Invesco Select Companies Fund |
Raymond Anello will no longer serve as portfolio manager of the funds. |
Raman Vardharaj, Magnus Krantz, Kristin Pak, Joy Budzinski, Matthew Ziehl, and Adam Weiner will continue to manage the fund. |
2/21 |
JANRX |
Janus Henderson Global Select Fund |
Effective March 1, 2021, Garth Yettick is gone. |
George Maris and Julian McManus will continue to manage the fund. |
2/21 |
JAOSX |
Janus Henderson Overseas |
Effective on or about March 1, 2021, Garth Yettick will have left the building. |
George Maris and Julian McManus will continue to manage the fund. |
2/21 |
JPUS |
JPMorgan Diversified Return U.S. Equity ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
JPME |
JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
JPSE |
JPMorgan Diversified Return U.S. Small Cap Equity ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
JDIV |
JPMorgan U.S. Dividend ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
JMIN |
JPMorgan U.S. Minimum Volatility ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
JMOM |
JPMorgan U.S. Momentum Factor ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
JQUA |
JPMorgan U.S. Quality Factor ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
VGRIX |
JPMorgan U.S. Value Factor ETF |
No one, but … |
Alistair Lowe has joined the management team, which consists of Yazann Romahi, Joe Staines, and Yegang (Steven) Wu. |
1/21 |
EMBOX |
Lazard Emerging Markets Equity Blend |
Erianna Khusainova, Kim Tilley, Stephen Marra, James Donald, and Jai Jacob will no longer manage the fund. |
Rohit Chopra, Ganesh Ramachandran, and John Reinsberg will now manage the fund. |
2/21 |
LBFAX |
Loomis Sayles Bond Fund |
Effective March 1, 2021, Daniel J. Fuss has resigned as portfolio manager of the fund. |
Matthew Eagan, Elaine Stokes, and Brian Kennedy will continue to manage the fund. |
2/21 |
LSFIX |
Loomis Sayles Fixed Income Fund |
Effective March 1, 2021, Daniel J. Fuss has resigned as portfolio manager of the fund. |
Matthew Eagan, Elaine Stokes, and Brian Kennedy will continue to manage the fund. |
2/21 |
LGMNX |
Loomis Sayles Global Allocation Fund |
Effective March 1, 2021, Daniel J. Fuss has resigned as portfolio manager of the fund. |
Effective March 1, 2021, Matthew J. Eagan has joined the portfolio management team of the Fund. |
2/21 |
LSIOX |
Loomis Sayles High Income Opportunities Fund |
Effective March 1, 2021, Daniel J. Fuss has resigned as portfolio manager of the fund. |
Matthew Eagan, Elaine Stokes, and Brian Kennedy will continue to manage the fund. |
2/21 |
LSHIX |
Loomis Sayles Institutional High Income Fund |
Effective March 1, 2021, Daniel J. Fuss has resigned as portfolio manager of the fund. |
Matthew Eagan, Elaine Stokes, and Brian Kennedy will continue to manage the fund. |
2/21 |
LGBCX |
Loomis Sayles Investment Grade Bond Fund |
Effective March 1, 2021, Daniel J. Fuss has resigned as portfolio manager of the fund. |
Matthew Eagan, Elaine Stokes, and Brian Kennedy will continue to manage the fund. |
2/21 |
NEZYX |
Loomis Sayles Strategic Income Fund |
Effective March 1, 2021, Daniel J. Fuss has resigned as portfolio manager of the fund. |
Matthew Eagan, Elaine Stokes, and Brian Kennedy will continue to manage the fund. |
2/21 |
MPGFX |
Mairs & Power Growth |
Mark Henneman will be stepping down as co-manager of the fund. |
Andrew Adams and Peter J. Johnson will continue to manage the fund. |
1/21 |
MSCFX |
Mairs & Power Small Cap |
No one, but … |
Christopher Strom has been named co-manager of the fund. Allen Steinkopf and Andrew Adams will continue to manage the fund with Mr. Strom. |
1/21 |
MSMLX |
Matthews Asia Small Companies |
No one, but… |
The fund changes its name and focus on April 30, 2021. At that time, Robert Harvey and Jeremy Sutch will join as co-managers, while Vivek Tanneeru will remain as lead manager. |
2/21 |
MAKAX |
Morgan Stanley China Equity Portfolio |
May Yu will no longer serve as a portfolio manager for the fund. |
Amay Hattangadi will now manage the fund. |
1/21 |
OASGX |
Optimum Small-Mid Cap Growth |
No one, but … |
Samuel Smith and Ryan Smith have joined William Grierson, Daniel Hagen, and Paul von Kuster as portfolio managers for the fund. |
1/21 |
MAHIX |
PartnerSelect High Income Alternatives |
Greg Mason and Troy Ward will no longer serve as portfolio managers for the fund. |
Anne Walsh, Jason Steuerwalt, Scott Minerd, Paul Kunz, Neil Hohmann, Andrew Hofer, Derek Devens, Jeremy DeGroot, Jack Chee, Steven Brown, and Adam Bloch will continue to manage the fund. |
1/21 |
PAXDX |
Pax ESG Beta Dividend Fund |
Michael Branch, Ran Leshem, Annie Tan, and Robert Tymoczko are no longer serving as portfolio managers for the fund. |
Andrew Braun and Scott LaBreche will now serve as portfolio managers for the fund. |
2/21 |
PXGAX |
Pax ESG Beta Quality Fund |
Michael Branch, Ran Leshem, Annie Tan, and Robert Tymoczko are no longer serving as portfolio managers for the fund. |
Andrew Braun and Scott LaBreche will now serve as portfolio managers for the fund. |
2/21 |
PXDIX |
Pax Global Sustainable Infrastructure |
Michael Branch, Ran Leshem, Annie Tan, and Robert Tymoczko will no longer serve as portfolio managers for the fund. |
Andrew Braun and Scott LaBreche will now serve as portfolio managers for the fund. |
1/21 |
PXNIX |
Pax International Sustainable Economy |
Michael Branch, Ran Leshem, Annie Tan, and Robert Tymoczko will no longer serve as portfolio managers for the fund. |
Andrew Braun and Scott LaBreche will now serve as portfolio managers for the fund. |
1/21 |
PXWGX |
Pax U.S. Sustainable Economy |
Michael Branch, Ran Leshem, Annie Tan, and Robert Tymoczko will no longer serve as portfolio managers for the fund. |
Andrew Braun and Scott LaBreche will now serve as portfolio managers for the fund. |
1/21 |
IG |
Principal Investment Grade Corporate Active ETF |
John Friedl and Timothy Warrick are no listed as portfolio managers for the fund. |
Matthew Minnetian will now serve as the sole portfolio manager for the fund. |
1/21 |
GSTEX |
Principal Street High Income Municipal |
No one, but … |
Troy Willis has been added as the lead portfolio manager of the fund. |
1/21 |
RPMMX |
Reinhart Mid Cap PMV |
Matthew Martinek is no longer serving as a co-portfolio manager for the fund. |
Joshua D. Wheeler has joined the management team as a co-portfolio manager. |
1/21 |
SMQFX |
SEI Emerging Markets Equity Fund |
AllianceBernstein L.P. no longer serves as a sub-adviser to the fund. |
Robeco Institutional Asset Management, whose named managers are Jaap van der Hart and Fabiana Fedeli, join 20 other managers on this sort of undistinguished fund. |
2/21 |
DEBTX |
Shelton Tactical Credit |
Guy Benstead no longer serves as a member of the portfolio management team. |
Jeffrey Rosenkranz, David Falk, and William Mock will continue to serve as members of the fund’s portfolio management team. |
1/21 |
SEEIX |
SIT International Equity |
James Stephenson and Peter Boardman will no longer serve as portfolio managers for the fund. |
Asa Annerstedt, Chris Gowlland, Jens Hansen, Allan Jensens, and Klaus Petersen have joined the portfolio management team. |
1/21 |
SNWAX |
Snow Capital Small Cap Value |
Anne Wickland will no longer serve as a portfolio manager for the fund. |
Phil Greenblatt has joined Joshua Schachter as a portfolio manager for the fund. |
1/21 |
SSILX |
State Street International Stock Selection Fund |
Effective immediately, Stuart Hall no longer serves as Portfolio Manager of the Fund. |
Adel Daghmouri continues to serve as a Portfolio Manager of the Fund. |
2/21 |
TRBCX |
T. Rowe Price Blue Chip Growth |
Effective October 1, 2021, Larry J. Puglia will step down as a portfolio manager and Chair of the fund’s Investment Advisory Committee. |
Paul D. Greene II will succeed Mr. Puglia to become portfolio manager of the fund and Chair of the fund’s Investment Advisory Committee. |
1/21 |
TCHP |
T. Rowe Price Blue chip Growth ETF |
Effective October 1, 2021, Larry J. Puglia will step down as a portfolio manager and Chair of the fund’s Investment Advisory Committee. |
Paul D. Greene II will succeed Mr. Puglia to become portfolio manager of the fund and Chair of the fund’s Investment Advisory Committee. |
1/21 |
TBWIX |
Thornburg Better World International |
Di Zhou will conclude her service as co-portfolio manager for the fund. |
Lei Wang has been named portfolio manager for the fund. |
1/21 |
TGVAX |
Thornburg International Value |
Di Zhou will conclude her service as co-portfolio manager for the fund. |
Matt Burdett has joined Lei Wang as a portfolio manager for the fund. |
1/21 |
TMCGX |
Thrivent Mid Cap Growth |
No one, but … |
Siddharth Sinha has joined David Lettenberger in managing the fund. |
1/21 |
SEBLX |
Touchstone Balanced Fund |
Effective March 31, 2021, Timothy Policinski will retire as a member of the portfolio management team of the fund. |
Daniel Carter, Austin Kummer, and James Wilhelm will continue to serve as the portfolio managers of the fund. |
2/21 |
TBGVX |
Tweedy, Browne Global Value Fund |
William Browne will no longer serve as portfolio manager for the fund. |
Sean McDonald has joined Roger de Bree, Frank Hawrylak, Jay Hill, Thomas Shrager, John Spears, and Robert Wyckoff in managing the fund. |
1/21 |
TBCUX |
Tweedy, Browne Global Value Fund Ii – Currency Unhedged |
William Browne will no longer serve as portfolio manager for the fund. |
Sean McDonald has joined Roger de Bree, Frank Hawrylak, Jay Hill, Thomas Shrager, John Spears, and Robert Wyckoff in managing the fund. |
1/21 |
TWEBX |
Tweedy, Browne Value Fund |
William Browne will no longer serve as portfolio manager for the fund. |
Sean McDonald has joined Roger de Bree, Frank Hawrylak, Jay Hill, Thomas Shrager, John Spears, and Robert Wyckoff in managing the fund. |
1/21 |
TBHDX |
Tweedy, Browne Worldwide High Dividend Yield Value Fund |
William Browne will no longer serve as portfolio manager for the fund. |
Sean McDonald has joined Roger de Bree, Frank Hawrylak, Jay Hill, Thomas Shrager, John Spears, and Robert Wyckoff in managing the fund. |
1/21 |
USAUX |
USAA Aggressive Growth Fund |
Effective February 12, 2021, Wasif Latif leaves the team. |
The remaining ten managers will continue to manage the fund. |
2/21 |
USCGX |
USAA Capital Growth Fund |
Effective February 12, 2021, Wasif Latif leaves the team. |
The remaining seven managers will continue to manage the fund. |
2/21 |
USGRX |
USAA Growth & Income Fund |
Effective February 12, 2021, Wasif Latif leaves the team. |
The remaining six managers will continue to manage the fund. |
2/21 |
UIGRX |
USAA Growth Fund |
Effective February 12, 2021, Wasif Latif leaves the team. |
The remaining eleven managers will continue to manage the fund. |
2/21 |
USISX |
USAA Income Stock Fund |
Effective February 12, 2021, Wasif Latif leaves the team. |
Lance Humphrey and Elie Masri have joined Mannik Dhillon as portfolio managers to the Fund. |
2/21 |
USSCX |
USAA Science & Technology |
John Averill will no longer serve as a portfolio manager for the fund. |
Bruce Glazer has joined the management team for the fund. |
1/21 |
USSCX |
USAA Science & Technology Fund |
Effective February 12, 2021, Wasif Latif leaves the team. |
The remaining nine managers will continue to manage the fund. |
2/21 |
USCAX |
USAA Small Cap Stock |
Effective January 4, 2021, references to Tyler Dann as a portfolio manager for all the funds are removed. |
The management team continues to manage the fund. |
1/21 |
USCAX |
USAA Small Cap Stock Fund |
portfolio |
The remaining 17 managers will continue to manage the fund. |
2/21 |
USAWX |
USAA Sustainable World |
Effective January 4, 2021, Tyler Dann is out. |
The management team continues to manage the fund. |
1/21 |
UVALX |
USAA Value |
Effective January 4, 2021, Tyler Dann is out. |
The management team continues to manage the fund. |
1/21 |
UVALX |
USAA Value Fund |
Effective February 12, 2021, Wasif Latif leaves the team. |
Mannik Dhillon, Robert Harris, and Joseph Mainelli will continue to serve as portfolio managers for the fund. |
2/21 |
VCAAX |
VALIC Company I Asset Allocation Fund |
Kate Faraday, Jose Aragon, Michael Kelly, and Robert Vanden Assem will no longer serve as portfolio managers for the fund. |
Jeffrey Geller, Gerhardt Herbert, and Morgan Moriarty will now serve as portfolio managers for the fund. |
2/21 |
VEIRX |
Vanguard Equity Income Fund |
James Stetler will retire from Vanguard in July 2021 and will no longer serve as a co-portfolio manager for Vanguard’s portion of the Fund. |
Effective immediately, Sharon Hill will be added as a co-portfolio manager of Vanguard’s portion of Vanguard Equity Income Fund (the Fund). |
2/21 |
VEIPX |
Vanguard Equity Income Fund |
James P. Stetler will retire from Vanguard in July 2021 and will no longer serve as a co-portfolio manager for Vanguard’s portion of the fund. |
Sharon Hill will be added as a co-portfolio manager of Vanguard’s portion of the fund and will remain upon Mr. Stetler’s retirement. |
2/21 |
VEXPX |
Vanguard Explorer Fund |
James P. Stetler will retire from Vanguard in July 2021 and will no longer serve as a co-portfolio manager for Vanguard’s portion of the fund. |
Binbin Guo and Cesar Orosco will remain portfolio managers of Vanguard’s portion of the fund upon Mr. Stetler’s retirement. |
2/21 |
VQNPX |
Vanguard Growth and Income Fund |
No one, for now, but James Stetler will retire in July 2021. |
Cesar Orosco will join James Stetler and Binbin Guo in managing the fund. |
2/21 |
VINEX |
Vanguard International Explorer Fund |
Matthew Dobbs will retire from Schroder Investment Management North America Inc. at the end of March 2021 and will no longer serve as a co-portfolio manager for the Schroders portion of the fund. |
Luke Biermann, who currently serves as a portfolio manager with Mr. Dobbs, will remain as portfolio manager of the Schroders portion of the fund upon Mr. Dobbs’ retirement. |
2/21 |
VMNFX |
Vanguard Market Neutral Fund |
No one, for now, but James Stetler will retire in July 2021. |
Cesar Orosco will join James Stetler and Binbin Guo in managing the fund. |
2/21 |
VSEQX |
Vanguard Strategic Equity Fund |
No one, for now, but James Stetler will retire in July 2021. |
Cesar Orosco will join James Stetler and Binbin Guo in managing the fund. |
2/21 |
VSTCX |
Vanguard Strategic Small-Cap Equity Fund |
No one, for now, but James Stetler will retire in July 2021. |
Cesar Orosco will join James Stetler and Binbin Guo in managing the fund. |
2/21 |
VWUSX |
Vanguard U.S. Growth Fund |
No one, for now, but James Stetler will retire in July 2021. |
Cesar Orosco will join James Stetler and Binbin Guo in managing the fund. |
2/21 |
VWIAX |
Vanguard Wellesley Income Fund |
Effective at the close of business on June 30, 2021, Michael Stack will retire from Wellington Management Company LLP and will no longer serve as a portfolio manager for Vanguard Wellesley Income Fund. |
Loren Moran and W. Michael Reckmeyer III, who currently serve as portfolio managers with Mr. Stack, will remain as portfolio managers of the Fund upon Mr. Stack’s retirement. |
2/21 |
ASUAX |
Virtus AllianzGI Global Sustainability Fund |
Effective on March 1, 2021, Jeremy Kent and Paul Schofield will no longer be portfolio managers of the fund. |
Robbie Miles and Gunnar Miller will now manage the fund. |
2/21 |
LETRX |
Voya Russia |
No one, but… |
Robert Davis has joined Renat Nadyukov as a portfolio manager for the fund. |
1/21 |
EIVAX |
Wells Fargo Classic Value |
Jean-Baptiste Nadal and Miquel Giaconi will no longer serve as portfolio managers for the fund. |
James Tringas, Bryant VanCronkhite, and Shane Zweck will now manage the fund. |
1/21 |
EWEAX |
Wells Fargo Intrinsic World Equity |
Jean-Baptiste Nadal has announced his intention to retire on April 30, 2021. He will continue to serve as a portfolio manager till April 30, 2021. |
Amit Kumar and Miguel Giaconi continue to manage the fund. |
1/21 |
WFSAX |
Wells Fargo Small Company Growth |
No one, but… |
Ryan Smith and Samuel Smith have joined William Grierson, Daniel Hagen, and Paul von Kuster as portfolio managers for the fund. |
1/21 |
BVDRX |
William Blair Small Cap Value Fund |
Chad Kilmer will no longer serve as a portfolio manager for the fund. |
Stephen Livingston joins David Mitchell and Mark Leslie as a portfolio manager for the fund. |
2/21 |
BSMNX |
William Blair Small-Mid Cap Value Fund |
Chad Kilmer will no longer serve as a portfolio manager for the fund. |
Stephen Livingston joins David Mitchell and Mark Leslie as a portfolio manager for the fund. |
2/21 |