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 | Date |
| AAIEX | American Beacon International Equity | Gary Motyl passed away last month | Cindy Sweeting and Antonio Docal were named as portfolio managers | 7/12 |
| BIBDX | BlackRock Global Dividend Income | No one, but … | Andrew Wheatley-Hubbard joins the team as a comanager | 7/12 |
| BGORX | BlackRock Global Opportunities | Michael Carey is no longer manager | Nigel Hart, managing director of BlackRock, will become comanager with the existing team of Ian Jamieson and Thomas Callan. | 7/12 |
| MMCIX | BNY Mellon Small/Mid Cap | No one, but … | Alexander Budny III and Charles Trafton will be added as comanagers | 7/12 |
| CVARX | Calamos Value | No one, but … | Three new managers, Jeff Miller, Ariel Fromer, and Tammy Miller, join the team. | 7/12 |
| SLMCX | Columbia Seligman Communications & Information | No one, but … | Ajay Diwan is joining the management team of Paul Wick, Richard Parower, Vishal Saluja, and Sushil Wagle | 7/12 |
| CSMIX | Columbia Small Cap Value I | Stephen D. Barbaro will retire at the end of the year | His comanager, Jeremy H. Javidi, assumed the role of lead manager on June 30, 2012, with John Barret continuing to comanage. | 7/12 |
| CTCAX | Columbia Technology | No one, but … | Rahul Narang has joined lead manager, Wayne Collette. | 7/12 |
| CRISX | CRM Mid Cap Value | No one, but … | Robert Rewey III has joined as a comanager | 7/12 |
| CRIAX | CRM Small/Mid Cap Value | No one, but … | Jonathan Ruch has joined as a comanager | 7/12 |
| DLMAX | Delaware Mid Cap Value | No one, but … | Steven Catricks, Kelley McKee, and Kent Madden, three equity analysts, have been promoted to comanagers | 7/12 |
| DEVLX | Delaware Small Cap Value | No one, but … | Steven Catricks, Kelley McKee, and Kent Madden, three equity analysts, have been promoted to comanagers | 7/12 |
| DIGFX | Dreyfus Basic US Mortgage Securities | No one, but … | Karen Gemmett has joined as a comanager. | 7/12 |
| DIAVX | Dreyfus Inflation Adjusted Securities | No one, but … | Nate Pearson was added as a portfolio manager, joining comanagers Robert Bayston and David Horsfall | 7/12 |
| DRGIX | Dreyfus US Treasury Intermediate Term | No one, but … | Nate Pearson, a current strategist with the firm, is a new comanager, with head manager Robert Bayston. | 7/12 |
| DRGBX | Dreyfus US Treasury Long-Term | No one, but … | Nate Pearson, a current strategist with the firm, is a new comanager, with head manager Robert Bayston. | 7/12 |
| FPIVX | FPA International Value | Eric Bokota, in a surprise move, has stepped down as comanager and resigned from First Pacific Advisors. | Comanager Pierre O. Py remains as the sole manager but is looking for a senior analyst | 7/12 |
| FRBSX | Franklin Balance Sheet Investment | No one, but … | Grace Hoefig joins the management team | 7/12 |
| FRVLX | Franklin Small Cap Value | Y. Dogan Sahin | Steve B. Raineri joins a team that’s been in place since 1996 | 7/12 |
| HFLAX | Hartford Floating Rate | Frank Ossino has left Wellington Management, the subadviser, and has stepped down as portfolio manager. | Comanager, Michael Bacevich, remains. | 7/12 |
| HSFAX | HSBC Frontier Markets | No one, but … | Chris Turner has joined Andrew Brudenell as a comanager | 7/12 |
| JNRAX | John Hancock Natural Resources | No one, but … | RS Investment Management becomes a second subadvisor. | 7/12 |
| EPLPX | MainStay Epoch U.S. Equity | David Pearl will no longer be manager, as part of a larger shift in strategy, as well as a name change. | Eric Sappenfield will join the management team of MainStay Epoch U.S. Equity Yield | 7/12 |
| MERGX | Marsico Emerging Markets | Joshua Rubin is among the latest group leaving. | Munish Malhotra remains as the sole portfolio manager | 7/12 |
| MFCFX | Marsico Flexible Capital | Doug Rao is the latest of many departures. | Jordan Laycob and Munish Malhotra will comanage. | 7/12 |
| MFOCX | Marsico Focus | Doug Rao is the latest of many departures. | Tom Marsico and Coralie Witter remain. | 7/12 |
| MGRIX | Marsico Growth | Doug Rao is the latest of many departures. | Tom Marsico and Coralie Witter remain. | 7/12 |
| MERDX | Meridian Growth | No one, but … | Larry Cordisco, who left Meridian Value in 2011, returns to shore up the team of William Tao and Jamie England after Rick Aster’s death early this year. | 7/12 |
| MPXCX | MFS Asia Pacific Ex Japan | Robert W. Lau will be replaced by . . . | . . . John J. Tsai and Sanjay Natarajan | 7/12 |
| OPTFX | Oppenheimer Capital Appreciation | No one, but … | Michael Kotlarz joined as comanager | 7/12 |
| OEQAX | Oppenheimer Equity | No one, but … | Michael Kotlarz joined as comanager | 7/12 |
| PIUIX | PNC International Equity | Brian Hopkinson and Paul Nestro | Bin Xiao of Polaris Capital Management joined the team | 7/12 |
| PRACX | Putnam Research Fund | George Gianarikas | Neil Desai, previously a partner at Crosslink Capital | 7/12 |
| TWAAX | Thrivent Partner Worldwide Allocation | No one, but … | DuPont Capital Management will become the sixth subadvisor. It’s a fine fund but really, six management teams for $600 million in assets? | 7/12 |
| USGNX | USAA Government Securities | Didi Weinblatt has retired | Donna Baggerly will again be lead manager. | 7/12 |
| USAIX | USAA Income | Didi Weinblatt has retired | Matt Freund and Julianne Bass will take over. | 7/12 |
| EKWAX | Wells Fargo Advantage Precious Metals | No one, but … | Oleg Makhorine joins the team. | 7/12 |
