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 |
|
ALTFX |
AllianceBernstein Global Thematic Growth |
Catherine Wood and Joseph Carson |
Amy Raskin and Vadim Zlotnikov are joined by Daniel Roarty and Tassos Stassopoulos |
5/13 |
|
AWPAX |
AllianceBernstein International Growth Fund |
Robert Alster and William Johnston |
Amy Raskin joins Daniel Roarty and Tassos Stassopoulos |
5/13 |
|
ARDNX |
Arden Alternative Strategies Fund |
No one, but . . . |
D.E. Shaw Investment Management will be a new sub-advisor to the fund. |
5/13 |
|
ARFFX |
Ariel Focus Fund |
Tom Fidler, a founding co-manager |
Charles Bobrinskoy is now the sole manager |
5/13 |
|
CSGEX |
BlackRock Small Cap Growth Equity |
Andrew Leger and Andrew F. Thut |
Travis Cooke |
5/13 |
|
MDSWX |
BlackRock Small Cap Growth II |
Andrew Leger and Andrew F. Thut |
Travis Cooke |
5/13 |
|
BRBPX |
Bridgeway Managed Volatility |
No one, but . . . |
Elena Khoziaeva and Michael Whipple join John Montgomery and Richard Cancelmo |
5/13 |
|
BOSVX |
Bridgeway Omni Small-Cap Value |
Rasook Shaik is no longer a comanager, but remains with the firm |
Elena Khoziaeva and Michael Whipple join John Montgomery and Christine Wang |
5/13 |
|
NIIAX |
Columbia Multi-Advisor International Equity |
Marsico Capital Management, which continues its Artio-like spiral |
Threadneedle International and in-house managers will take over |
5/13 |
|
SUWAX |
DWS Core Equity |
Subadvisor QS Investors |
Owen Fitzpatrick |
5/13 |
|
DBISX |
DWS Diversified International Equity |
Subadvisor QS Investors |
Nils Ernst, Martin Berberich, and Sebastian Werner |
5/13 |
|
SZCAX |
DWS Small Cap Core |
Subadvisor QS Investors |
Joseph Axtell |
5/13 |
|
IHIAX |
Federated Emerging Market Debt |
Roberto Sanchez-Dahl and Paolo Valle |
Ihab Salib |
5/13 |
|
FSMVX |
Fidelity Mid Cap Value |
Bruce Dirks |
Court Dignan |
5/13 |
|
FPHAX |
Fidelity Select Pharmaceuticals |
Andrew Oh |
Asher Anolic |
5/13 |
|
PISRX |
Forward International Small Companies |
Michael McLaughlin |
The rest of the team remains |
5/13 |
|
FPPTX |
FPA Capital |
Rikard Ekstrand will retire at the end of the year for “family health reasons” |
Comanager, Dennis Bryan, will take over with help from new associate manager, Arik Ahitov |
5/13 |
|
HIIGX |
Harbor International Growth |
Marisco Capital Management, with James Gendelman |
Ballie Gifford Overseas is a new subadvisor |
5/13 |
|
HINVX |
Heartland International Value |
No one, but . . . |
Robert Sharpe is a new comanager |
5/13 |
|
HRTVX |
Heartland Value |
Will Nasgovitz is no longer portfolio manager as he steps up to the CEO role. |
His dad, Bill Nasgovitz, remains as manager |
5/13 |
|
IVSAX |
Ivy Global Bond |
Daniel Vrabac will be retiring |
Mark Beischel will remain as the sole manager |
5/13 |
|
JACTX |
Janus Forty |
Ron Sachs, though no one is saying why |
Douglas Rao bids a fond farewell to Marsico |
5/13 |
|
JDGAX |
Janus Fund |
Jonathan Coleman |
Barney Wilson remains |
5/13 |
|
JATTX |
Janus Triton |
Chad Meade and Brian Schaub, who are joining other Janus defectors at Arrowpoint |
Jonathan Coleman |
5/13 |
|
JAVLX |
Janus Twenty |
Ron Sachs |
Marc Pinto |
5/13 |
|
JAVTX |
Janus Venture |
Chad Meade and Brian Schaub |
Jonathan Coleman |
5/13 |
|
JAAAX |
John Hancock Alternative Asset Allocation Fund |
Steve Orlich |
Scott McIntosh, Nathan Thooft, and Marcelle Daher join the team |
5/13 |
|
JHNBX |
John Hancock Bond Fund |
Barry Evans |
The rest of the team remains |
5/13 |
|
JGPAX |
John Hancock Global Opportunities |
Christopher Arbuthnot and Roger Hamilton |
Paul Boyne and Doug McGraw |
5/13 |
|
JHFIX |
John Hancock Income |
Barry Evans, who will now be overseeing all of John Hancock Asset Management North America, will no longer be a portfolio manager. |
The rest of the team remains |
5/13 |
|
TAUSX |
John Hancock Investment Grade Bond Fund |
Barry Evans |
The rest of the team remains |
5/13 |
|
JSGVX |
John Hancock Smaller Company Growth Fund |
Narayan Ramani |
Ashikhusein Shahpurwala joins the rest of the team |
5/13 |
|
SOVIX |
John Hancock Sovereign Investors Fund |
Barry Evans |
The rest of the team remains |
5/13 |
|
MSENX |
Litman Gregory Masters Equity |
Subadvisors, Southeastern Asset Management and Friess Associates, and managers O. Mason Hawkins, William D’Alonzo, and Ethan Steinberg |
Subadvisors, Fiduciary Management and Harris Associates, with Pat English, Andrew Ramer, and Bill Nygren |
5/13 |
|
MSMLX |
Matthews Asia Small Companies |
Michael Han |
Kenichi Amaki joins manager Lydia So |
5/13 |
|
NMMGX |
Northern Multimanager Global Real Estate |
Cohen & Steers Capital Management |
The other subadvisors remain. |
5/13 |
|
BOTSX |
Omni Tax-Managed Small-Cap Value |
Rasook Shaik is no longer a comanager, but remains with the firm |
Elena Khoziaeva and Michael Whipple join John Montgomery and Christine Wang |
5/13 |
|
OPTFX |
Oppenheimer Capital Appreciation |
Julie Van Cleave |
Comanager, Michael Kotlarz, becomes the sole manager |
5/13 |
|
OEQAX |
Oppenheimer Equity Fund |
Julie Van Cleave |
Comanagers, Michael Kotlarz and Laton Spahr, remain. |
5/13 |
|
PRFIX |
Parnassus Fixed-Income |
Minh Bui |
Samantha Palm |
5/13 |
|
BPFAX |
PTA Comprehensive Alternatives Fund |
No one, but . . . |
Zebra Capital Management is now a subadvisor, with Roger Ibbotson and Eric Stokes as portfolio managers. Ibbotson is an intriguing addition. |
5/13 |
|
PRMTX |
T. Rowe Price Media & Telecommunications |
No one, but . . . |
Paul Greene joins Dan Martino as a comanager |
5/13 |
|
PRWAX |
T. Rowe Price New America Growth |
Joe Milano |
Dan Martino |
5/13 |
|
PRNEX |
T. Rowe Price New Era |
Tim Parker, latest guy to leave a company that no one ever leaves |
Shawn Driscoll |
5/13 |
|
MXCAX |
Touchstone Small Cap Growth |
Wayne A. Hollister and Benjamin C. Linford |
Nitin N. Kumbhani |
5/13 |
|
USEMX |
USAA Emerging Markets Fund |
Alphonse Chan is leaving sub-advisor Brandes Investment Partners |
The rest of the team remains |
5/13 |
|
USSCX |
USAA Science & Technology |
Nicolas Boullet is no longer a portfolio manager at sub-advisor Wellington Management |
The rest of the team remains |
5/13 |
|
USCAX |
USAA Small Cap Stock |
Michael Allocco |
The rest of the team remains |
5/13 |
|
UNHHX |
Waddell & Reed Global Bond |
Daniel Vrabac will be retiring |
Mark Beischel will remain as the sole manager |
5/13 |
|
WTMVX |
Westcore Blue Chip Dividend |
Kris B. Herrick will be leaving |
The rest of the team remains |
5/13 |
|
WTMIX |
Westcore Micro-Cap Opportunity Fund |
Kris B. Herrick will be leaving |
The rest of the team remains |
5/13 |
|
WTMCX |
Westcore Mid-Cap Value Dividend Fund |
Kris B. Herrick will be leaving |
The rest of the team remains |
5/13 |
|
WTSCX |
Westcore Small-Cap Opportunity Fund |
Kris B. Herrick will be leaving |
The rest of the team remains |
5/13 |
|
WTSVX |
Westcore Small-Cap Value Dividend Fund |
Kris B. Herrick will be leaving |
The rest of the team remains |
5/13 |
