Manager changes, September 2012

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
ACCSX Access Capital Community Investment Todd Brux Brian Svendahl continues on, with Scott Kirby joining him. 9/12
MDBAX BlackRock Basic Value Kevin Rendino retires at the end of October Carrie King remains, and is joined by former PEYAX manager, Bart Geer. 9/12
BGSAX BlackRock Science & Technology Opportunities Paul Ma Comanagers Thomas Callan, Jean Rosenbaum, and Erin Xie remain 9/12
CSMIX Columbia Small Cap Value Stephen Barbaro will retire at the end of the year. Jeremy Javidi and John Barrett will remain. 9/12
DPLTX Dreyfus High Yield No one, but . . . Kevin Cronk is added. 9/12
DSIGX Dreyfus Short-Intermediate Government No one, but . . . Robert Bayston and Nate Pearson will join Dawn Guffey 9/12
FAGOX Fidelity Advisor Growth Opportunities No one, but . . . Gopal Reddy has become a comanager with Steve Wymer 9/12
FEMKX Fidelity Emerging Markets Bob von Rekowsky (see ya!) Sammy Simnegar, manager at Fidelity International Capital Appreciation (FIVFX) which has a major e.m. stake and has done quite solidly under his direction 9/12
FSNGX Fidelity Select Natural Gas No one, but . . . Ted Davis, formerly an analyst with AllianceBernstein, is a new co-portfolio manager 9/12
GABAX Gabelli Asset No one, but . . . Jeffrey Jonas has joined as a comanager 9/12
GMWAX GMO Global Asset Allocation III No one, but . . . Sam Wilderman will join Ben Inker as a comanager 9/12
GMOIX GMO International Intrinsic Value Sam Wilderman Tom Hancock remains, and is joined by David Cowan 9/12
GMUEX GMO US Core Equity Sam Wilderman Tom Hancock remains, and is joined by David Cowan 9/12
NAWGX ING Global Value Choice Tradewinds Global Investors is no longer a subadvisor.  These are the latest in a string of cancellations for Tradewinds since the departure of their CIO and three managers in April 2012. David Rabinowitz, Martin Jansen and Joseph Vultaggio 9/12
IVCAX ING International Value Choice Tradewinds Global Investors is no longer a subadvisor. David Rabinowitz, Martin Jansen and Joseph Vultaggio 9/12
XXXXX ING target-date, target-risk, and multiasset fund lineup Bill Evans, head of manager research and selection and portfolio manager Halvard Kvaale 9/12
PAVAX ING Value Choice Tradewinds Global Investors is no longer a subadvisor. Christopher Corapi and Robert Kloss will comanage in anticipation of merging this fund with ING Large Cap Value (IEDAX) 9/12
GGHCX Invesco Global Health Care Dean Dillard Derek Taner remains as the sole manager 9/12
PIAFX Invesco Premium Income Peter Ehret The other twelve managers remain. 9/12
ICDAX Ivy Cundill Global Value David Tiley Andrew Massie remains. 9/12
JORNX Janus Global Select John Eisinger George Maris 9/12
JHASX JHancock Global Absolute Return Strategies David Millar Euan Munro and Guy Stern remain. 9/12
NMHYX Northern Multi-Manager High Yield Opportunity Stone Harbor Investment Partners is out as a subadviser. DDJ Capital Management is in. 9/12
NMMLX Northern Multi-Manager Large Cap Marsico Capital Management is out as a subadviser. WestEnd Advisors is in as a subadviser. 9/12
SWANX Schwab Core Equity No one, but . . . Jonas Svallin joins Larry Mano and Paul Alan Davis as comanager 9/12
SWRLX Sentinel International Equity No one, but . . . Andrew Boczek joins Kate Shapiro as comanager. 9/12
FSAMX Strategic Advisers Emerging Markets No one, but . . . Acadian Asset Management, has been added as a second subadvisor, with CIO John Chisholm, managing their portion of the fund. 9/12
TBAAX Touchstone Balanced Allocation John Thompson The comanagers remain. 9/12
TSAAX Touchstone Conservative Allocation John Thompson The comanagers remain. 9/12
TGQAX Touchstone Growth Allocation John Thompson The comanagers remain. 9/12
TSMAX Touchstone Moderate Growth Allocation John Thompson The comanagers remain. 9/12
FOSCX Tributary Small Company Randall Greer Mark Wynegar and Michael Johnson remain as comanagers. 9/12
BEAAX UBS U.S. Equity Alpha John Leonard has stepped down from the fund, but remains with the firm. Ian McIntosh will join existing comanagers, Scott Bondurant and Thomas Digenan. 9/12
VGHCX Vanguard Health Care Ed Owens, highly successful manager for the past 28 years, will retire at the end of the year. Jean Hynes, comanager since 2007, will remain and take the lead. 9/12
LWEAX Western Asset Emerging Markets Debt No one, but . . . Gordon Brown and Robert Abad joined as part of the new team-based approach 9/12
SHIAX Western Asset High Income No one, but . . . Walter Kilcullen joined the team. 9/12
WAYAX Western Asset High Yield No one, but . . . Walter Kilcullen joined the team. 9/12
WAUAX Western Asset Total Return Unconstrained No one, but . . . Dennis McNamara was added as a manager as a part of Western Asset’s team-based approach. 9/12
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