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 |
|
TDBAX |
AB Multi-Manager Select 2010 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDCAX |
AB Multi-Manager Select 2015 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDDAX |
AB Multi-Manager Select 2020 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDAGX |
AB Multi-Manager Select 2025 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDHAX |
AB Multi-Manager Select 2030 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDMAX |
AB Multi-Manager Select 2035 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDJAX |
AB Multi-Manager Select 2040 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDNAX |
AB Multi-Manager Select 2045 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDLAX |
AB Multi-Manager Select 2050 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDAPX |
AB Multi-Manager Select 2055 Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
TDAIX |
AB Multi-Manager Select Retirement Allocation Fund |
Jeremy Stempien is no longer listed as a portfolio manager on the fund |
John McLaughlin joins Brian Huckstep, Daniel Loewy, Christopher Nikolich, and Vadim Zlotnikov on the management team |
5/15 |
|
ABMAX |
American Beacon Mid-Cap Value Fund |
Subadvisor, LMCG Investments Group, has been terminated, along with portfolio managers R. Todd Vingers and Jay Willadsen |
WEDGE Captial Management is a new subadvisor. John Carr, Brian Pratt, Paul VeZolles, and Richard Wells join the existing managers, James Barrow, Mark Giambrone, Adriana Posada, Richard Pzena, Manoj Tandon, Wyatt Crumpler, Gene Needles, and Eli Rabinowich |
5/15 |
|
AAPAX |
American Beacon Retirement Income and Appreciation Fund |
Steve Klouda is no longer listed as a portfolio manager. |
The other twelve managers remain |
5/15 |
|
BACPX |
BlackRock 20/80 Target Allocation Fund, formerly BlackRock Conservative Prepared Portfolio |
Philip Green is no longer listed as a manager of the fund, which has undergone a name and strategy change. |
Michael Gates and Russ Koesterich will manage the renamed fund. |
5/15 |
|
BAMPX |
BlackRock 40/60 Target Allocation Fund, formerly BlackRock Moderate Prepared Portfolio |
Philip Green is no longer listed as a manager of the fund, which has undergone a name and strategy change. |
Michael Gates and Russ Koesterich will manage the renamed fund. |
5/15 |
|
BAGPX |
BlackRock 60/40 Target Allocation Fund, formerly BlackRock Growth Prepared Portfolio |
Philip Green is no longer listed as a manager of the fund, which has undergone a name and strategy change. |
Michael Gates and Russ Koesterich will manage the renamed fund. |
5/15 |
|
BAAPX |
BlackRock 80/20 Target Allocation Fund, formerly Blackrock Aggressive Growth Prepared Portfolio |
Philip Green is no longer listed as a manager of the fund, which has undergone a name and strategy change. |
Michael Gates and Russ Koesterich will manage the renamed fund. |
5/15 |
|
BALPX |
BlackRock Event Driven Equity Fund |
Peter Stournaras is no longer listed as a portfolio manager of the fund |
Mark McKenna is the new portfolio manager |
5/15 |
|
BCAMX |
Boston Common U.S. Equity Fund |
Thomas Darling is no longer with Boston Common Asset Management, and will no longer serve as a portfolio manager to the fund |
The rest of the team, Praveen Abichandani, Geeta Aiyer, Steven Heim, and Corné Biemans, remains. |
5/15 |
|
BUFOX |
Buffalo Emerging Opportunities Fund |
John Bichelmeyer is no longer a co-portfolio manager to the fund |
Doug Cartwright has been added as a co-portfolio manager, joining Craig Richard. |
5/15 |
|
ATRAX |
Catalyst Absolute Total Return Fund, which will undergo a name and objective change to Catalyst Intelligent Alternative Fund in July. |
Shawn Blau and William Kennedy are no longer portfolio managers of the fund |
David Miller is now the portfolio manager |
5/15 |
|
CLPAX |
Catalyst/Lyons Hedged Premium Return Fund |
Louis A. Stevens is no longer a portfolio manager |
Brent Haworth and Michael Schoonover join Alexander Read in managing the fund. |
5/15 |
|
CLTAX |
Catalyst/Lyons Tactical Allocation Fund |
Louis A. Stevens is no longer a portfolio manager |
Brent Haworth and Michael Schoonover join Alexander Read in managing the fund. |
5/15 |
|
CSMVX |
Century Small Cap Select Fund |
Kevin Callahan is no longer listed as a portfolio manager of the fund |
Alexander Thorndike carried on as sole portfolio manager |
5/15 |
|
MAIOX |
Columbia International Opportunities Fund, formerly Columbia Marsico International Opportunities Fund |
Munish Malhotra and Marsico Capital are out. Poor Marsico. |
William Davies, Dave Dudding, and Simon Haines have assumed portfolio management duties |
5/15 |
|
GHAFX |
Granite Harbor Alternative Fund |
V2 (for “Victor Vine,” not for Germany’s WW2 rocket) Capital is no longer a subadviser to the fund, and Victor Viner, Brett Novosel, and Michael Holleb are no longer listed as portfolio managers |
The other ten managers remain |
5/15 |
|
GHTFX |
Granite Harbor Tactical Fund |
V2 Capital is no longer a subadviser to the fund, and Victor Viner, Brett Novosel, and Michael Holleb are no longer listed as portfolio managers |
The other ten managers remain |
5/15 |
|
MXSGX |
Great-West Small Cap Growth Fund |
Effective immediately, Christopher Guinther is no longer a portfolio manager to the fund. |
Michael Sansoterra and Sandeep Bhatia remain. |
5/15 |
|
HERAX |
Hartford Emerging Markets Equity Fund, formerly Hartford Emerging Markets Research Fund, has also undergone a strategy change and fee reduction. |
Cheryl Duckworth is no longer listed as a portfolio manager |
David Elliot has taken over as portfolio manager |
5/15 |
|
HFRAX |
Highland Floating Rate Opportunities Fund |
No one, but . . . |
Chris Mawn (former manager of Highland Opportunistic Credit Fund) joins Mark Okada in managing the fund |
5/15 |
|
HNRAX |
Highland Opportunistic Credit Fund |
Chris Mawn will no longer serve as a portfolio manager to the fund, as he moves over to help manage the Highland Floating Rate Opportunities Fund |
Trey Parker joins James Dondero in managing the fund |
5/15 |
|
HCGAX |
HSBC Emerging Markets Debt Fund |
Phil Yuhn will no longer serve as a portfolio manager to the fund |
Guillermo Ariel Ossés, Lisa Chua, and Vinayak Potti remain on the fund. |
5/15 |
|
HBMAX |
HSBC Emerging Markets Local Debt Fund |
Phil Yuhn will no longer serve as a portfolio manager to the fund |
Guillermo Ariel Ossés, Lisa Chua, and Vinayak Potti remain on the fund. |
5/15 |
|
HTRAX |
HSBC Total Return Fund |
Phil Yuhn will no longer serve as a portfolio manager to the fund |
Guillermo Ariel Ossés, Lisa Chua, and Vinayak Potti remain on the fund. |
5/15 |
|
MKNAX |
Invesco Global Market Neutral Fund |
Karl Georg Bayer is no longer a portfolio manager |
Michael Abata, Uwe Draeger, Nils Huter, Charles Ko, Jens Langewand, and Andrew Waisburd remain. |
5/15 |
|
LVLAX |
Invesco Low Volatility Emerging Markets Fund |
Karl Georg Bayer is no longer a portfolio manager on this not-noticeably-low volatility fund |
Michael Abata, Uwe Draeger, Nils Huter, Charles Ko, Jens Langewand, and Andrew Waisburd remain. |
5/15 |
|
IREAX |
Ivy Global Real Estate Fund |
Ernst-Jan de Leeuw is no longer listed as a portfolio manager |
Stanley Kraska Jr., George Noon, and Keith Pauley are joined by Matthew Sgrizzi |
5/15 |
|
IVRAX |
Ivy Global Risk-Managed Real Estate Fund |
Ernst-Jan de Leeuw is no longer listed as a portfolio manager |
Stanley Kraska Jr., George Noon, and Keith Pauley are joined by Matthew Sgrizzi |
5/15 |
|
RGROX |
JHancock Select Growth Fund |
Ian Tabberer is no longer the portfolio manager of the fund |
Gary Robinson is the new portfolio manager of the fund. |
5/15 |
|
LCORX |
Leuthold Core Investment I Fund |
Effective as of June 30, 2015, Matthew Paschke is taking a leave of absence from The Leuthold Group to pursue other personal interests, and will no longer serve as a portfolio manager of the Leuthold Funds. Despite a sort of goofy official portrait, Matt struck us as solid and thoughtful, and we wish him well with his new endeavors. |
Doug Ramsay and Chun Wang remain and are likely to pick up a co-manager or two from Leuthold’s analyst corps. |
5/15 |
|
LGINX |
Leuthold Global Industries Fund |
Effective as of June 30, 2015, Matthew Paschke is taking a leave of absence from The Leuthold Group to pursue other personal interests, and will no longer serve as a portfolio manager of the Leuthold Funds. |
The Leuthold Funds will add current employees familiar with the internal processes to the portfolio teams. |
5/15 |
|
GLBLX |
Leuthold Global Fund |
Effective as of June 30, 2015, Matthew Paschke is taking a leave of absence from The Leuthold Group to pursue other personal interests, and will no longer serve as a portfolio manager of the Leuthold Funds. |
The Leuthold Funds will add current employees familiar with the internal processes to the portfolio teams. |
5/15 |
|
LSLTX |
Leuthold Select Industries Fund |
Effective as of June 30, 2015, Matthew Paschke is taking a leave of absence from The Leuthold Group to pursue other personal interests, and will no longer serve as a portfolio manager of the Leuthold Funds. |
The Leuthold Funds will add current employees familiar with the internal processes to the portfolio teams. |
5/15 |
|
EAPEX |
Parametric Emerging Markets Core Fund |
David Stein is no longer listed as a portfolio manager of the fund |
Timothy Atwill and Thomas Seto will carry on. |
5/15 |
|
ETIGX |
Parametric Tax-Managed International Equity Fund |
David Stein is no longer listed as a portfolio manager of the fund |
Thomas Seto and Paul Bouchey will carry on. |
5/15 |
|
LSEAX |
Persimmon Long/Short Fund |
No one, but . . . |
Ken Cavazzi joins the other eleven managers on the fund. Twelve guys on a $30 million fund might help explain the 3.29% e.r. |
5/15 |
|
PATHX |
PIMCO EqS Pathfinder Fund |
Anne Gudefin, the star manager brought in when the fund was launched, is no longer listed as a portfolio manager of the fund |
Virginie Maisonneuve and Geraldine Sundstrom |
5/15 |
|
STCIX |
RidgeWorth Large Cap Growth Stock Fund |
Christopher Guinther is no longer a portfolio manager |
Michael Sansoterra and Sandeep Bhatia remain. |
5/15 |
|
SCGIX |
RidgeWorth Small Cap Growth Stock Fund |
Christopher Guinther is no longer a portfolio manager |
Michael Sansoterra and Sandeep Bhatia remain. |
5/15 |
|
SGEAX |
Salient Global Equity Fund |
Ajay Mehra is no longer listed as a portfolio manager |
Lee Partridge continues on as sole portfolio manager |
5/15 |
|
FILFX |
Strategic Advisers International Fund |
No one, but . . . |
Stephanie Braming joins the extensive team |
5/15 |
|
FBAAX |
SunAmerica Focused Balanced Strategy |
Kara Murphy, Timothy Pettee and Timothy Campion are no longer listed as portfolio managers |
Douglas Loeffler will serve as the portfolio manager |
5/15 |
|
FASAX |
SunAmerica Focused Multi-Asset Strategy |
Kara Murphy, Timothy Pettee and Timothy Campion are no longer listed as portfolio managers |
Douglas Loeffler will serve as the portfolio manager |
5/15 |
|
TGGEX |
TCW Growth Equities Fund |
Mike Olson has ceased to be a portfolio manager of the fund. |
Chang Lee has assumed full responsibilities as the sole portfolio manager. |
5/15 |
|
TGSCX |
TCW Small Cap Growth Fund |
Mike Olson has ceased to be a portfolio manager of the fund. |
Chang Lee has assumed full responsibilities as the sole portfolio manager. |
5/15 |
|
TGSDX |
TCW SMID Cap Growth Fund |
Mike Olson has ceased to be a portfolio manager of the fund. |
Chang Lee has assumed full responsibilities as the sole portfolio manager. |
5/15 |
|
TSNAX |
Touchstone Sands Capital Select Growth Fund |
No one, but . . . |
Franks Sands, Jr. has been joined by Thomas Ricketts and A. Michael Sramek. |
5/15 |
|
TEQAX |
Touchstone Sustainability and Impact Equity Fund, formerly Touchstone Large Cap Growth Fund |
Interim portfolio manager, Wayne Hollister, is no longer interim-ing. |
Jimmy Chang, Farha-Joyce Haboucha, and David Harris are now managing the fund. |
5/15 |
|
TTAAX |
Transamerica Dynamic Allocation II, formerly Transamerica Tactical Allocation, has undergone a complete reorganization |
Doug Weih, David Halfpap, and Frank Rybinski are no longer listed as portfolio managers to the fund |
Prashant Chandran, S. Kenneth Leech, Y. Wayne Lin, Thomas Picciochi, and Ellen Tesler are now the portfolio managers |
5/15 |
|
ATTRX |
Transamerica Dynamic Allocation, formerly Transamerica Tactical Rotation, has undergone a complete reorganization |
Doug Weih, David Halfpap, and Frank Rybinski are no longer listed as portfolio managers to the fund |
Prashant Chandran, S. Kenneth Leech, Y. Wayne Lin, Thomas Picciochi, and Ellen Tesler are now the portfolio managers |
5/15 |
|
IGTAX |
Transamerica Dynamic Income, formerly Transamerica Tactical Income, has undergone a complete reorganization |
Doug Weih, David Halfpap, and Frank Rybinski are no longer listed as portfolio managers to the fund |
Y. Wayne Lin, Thomas Picciochi, and Ellen Tesler are now the portfolio managers |
5/15 |
|
TMCGX |
Turner Emerging Growth Fund |
Peter Niedland is no longer listed as a portfolio manager |
Richard Gould joins Jason Schrotberger in managing the fund |
5/15 |
|
TSCEX |
Turner Small Cap Growth Fund |
Peter Niedland is no longer listed as a portfolio manager |
Richard Gould joins Jason Schrotberger in managing the fund |
5/15 |
|
VWUSX |
Vanguard U.S. Growth Fund |
Ian Tabberer is no longer listed as a portfolio manager |
Gary Robinson joins the team of Kathleen McCarragher, Blair Boyer, David Ricci, Jeffrey Van Harte, Andrew Shilling, Daniel Prislin, James Golan, Christopher Ericksen, and Christopher Bonavico |
5/15 |
|
VWNDX |
Vanguard Windsor Fund |
No one, but . . . |
Benjamin Silver joins Richard Pzena, John Goetz, and James Mordy on the management team |
5/15 |
|
WUSAX |
Wanger USA |
No one yet, but Robert Mohn, lead portfolio manager, will step down in the fourth quarter of 2015. |
William Doyle will remain on the fund |
5/15 |
