Ticker

Fund

Out with the old

In with the new

Dt

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Advisory Research Small Company Opportunities Fund (Not yet launched)

Matthew Dougherty

Shreekkanth Viswanathan and Paul Galat

10/13

AHSAX

Alger Health Sciences Fund

Maria Liotta

Dan Chung remains as the sole manager

10/13

AMGAX

Alger Mid Cap Growth Fund

Maria Liotta

The rest of the team remains.

10/13

ARDAX

AllianzGI Disciplined Equity

Seung Minn

Steven Berexa

10/13

ACLWX

American Century NT Vista, renamed as American Century NT Heritage

Bryan Unterhalter and Bradley Eixmann

David Hollond and Greg Walsh

10/13

ARTQX

Artisan Mid Cap Value

Scott Satterwhite is planning to retire, in three years

Daniel Kane is now a portfolio manager

10/13

ARTVX

Artisan Small Cap Value

Scott Satterwhite is planning to retire, in three years

Daniel Kane joins the management team

10/13

ARTLX

Artisan Value

Scott Satterwhite is planning to retire, in three years

Daniel Kane is now a portfolio manager

10/13

BELAX

Belvedere Alternative Income

Jonathan Hansen

Keith Pagan

10/13

INDZX

Columbia Diversified Equity Income

No one, but . . .

Russell Bloomfield joins Hugh Mullin

10/13

IGBFX

Columbia Global Bond Fund

No one, but . . .

Jim Cielinski and Matthew Cobon join Nicholas Pifer

10/13

EFIPX

Fidelity Advisor Intermediate Term Bond, now renamed as Fidelity Advisor Limited Term Bond.

Ford O’Neil is off this fund, but remains with Fidelity

David Prothro joins lead manager, Rob Galusza

10/13

FTHRX

Fidelity Intermediate Bond Fund

Ford O’Neil is off this fund, but remains with Fidelity

Robin Foley joins as the lead manager, while Rob Galusza moves to the co-manager role

10/13

FPBFX

Fidelity Pacific Basin

Dale Nicholls, the fund’s most successful and longest-serving manager (2004-13) is out here but remains at International Small Cap

John Dance

10/13

FIISX

First Investors Global

Jeffrey Kripke is out.

The rest of the team remains.

10/13

GSHAX

Goldman Sachs High Yield

Rob Cignarella left the firm

Michael Goldstein becomes the sole manager

10/13

GMAMX

Goldman Sachs Multi-Manager Alternatives Fund

Karsch Capital Management is no longer a subadvisor to the fund.

First Pacific Advisors and Graham Capital Management join the team as subadvisors.

10/13

GISMX

GuideMark Small/Mid Cap Core Fund

Young Chin, Andrew Burzumato, Thorsten Becker, Arun Daniel and Vincent Rivers are off the team

Hamish Clark, Ed Field, Katherine O’Donovan, Chip Perrone and Andrew Swanson join the team.

10/13

IEOAX

Ivy European Opportunities Fund

Thomas Mengel

Robert Nightingale

10/13

IBIAX

Ivy Global Equity Income Fund

Thomas Mengel

Robert Nightingale

10/13

ONIAX

JPMorgan Core Plus Bond

Gary Madich is leaving the fund as a result of his promotion within the firm

Steven Lear joins the remaining team.

10/13

LGILX

Laudus U.S. Large Cap Growth Fund (formerly Laudus Growth Investors U.S. Large Cap Growth)

Subadvisor, UBS Global Management

Subadvisor, BlackRock Investment Management, with Lawrence Kemp, Phil Ruvinsky, Kathryn Mongelli, and Wendy Nickerson.

10/13

AQEGX

LKCM Aquinas Growth

James Orser

Gary Walsh joins Paul Greenwell, James Kerrigan, and David Lehmann

10/13

AQEIX

LKCM Aquinas Value

James Orser

The rest of the team of Paul Greenwell, R. Todd Truitt, and Michael Yeager, remain

10/13

LMVYX

Lord Abbett Micro Cap Value

Bob Fetch who was only there on an interim basis

Tom Maher and Justin Maurer take the lead as the fund reopens to new investors.

10/13

LAVLX

Lord Abbett Mid Cap Stock Fund

Bob Fetch who was only there on an interim basis

Noah Petrucci joins manager Jeff Diamond

10/13

NTFAX

Neiman Tactical Income Fund

Subadvisor PageOne Funds Management and the team of Joseph Area, Edgar Page, and Kyle Webber.

Subadvisor Absolute Capital Management and portfolio manager Phillip Gebben

10/13

NMMLX

Northern Multi-Manager Large Cap

Subadvisor, NWQ Investment Management, is off the team.

Subadvisor, Huber Capital Management, is in.

10/13

PVFAX

Paradigm Value Fund

No one, but . . .

Scott Bruce joins Jonathan Vyorst, Candace King Weir and Amelia Weir.

10/13

PQIZX

PIMCO Dividend and Income Builder

Cliff Remily and Eve Tournier are out.

Daniel Ivascyn and Alfred Murata join Brad Kinkelaar

10/13

PQDAX

PIMCO EqS Dividend

Cliff Remily

Brad Kinkelaar

10/13

PMFIX

PMC Core Fixed Income

Edwin Denson

Wesley Sparks, Andrew Johnson, Brandon Thomas, Thomas Clarke, Brian Singer and Thomas Marthaler carry on.

10/13

POGRX

Primecap Odyssey Growth

Comanager Mitchell Milias, one of the firm’s three founders, will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

POSKX

Primecap Odyssey Stock

Comanager, Mitchell Milias will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

PINCX

Putnam Income Fund

Michael Murphy leaves the team.

Kevin Murphy joins Brett Kozlowski and Michael Salm

10/13

RISCX

Royce European Smaller-Companies Fund

Chuck Royce who, at 73, is down to managing 13 funds and enjoying his recreation of the historic Ocean House hotel

David Nadel and Mark Rayner continue to manage the fund

10/13

ROIMX

Royce International Micro-Cap Fund

Jenifer Taylor

James Harvey and David Nadel are joined by Dilip Badlani

10/13

RYGSX

Royce International Smaller-Companies Fund

Charles Royce

Mark Rayner joins David Nadel and Dilip Badlani

10/13

RFCSX

Russell Strategic Bond

No one, but . . .

Keith Brakebill becomes a comanager.

10/13

FKMOX

Strategic Advisers Value, a Fidelity fund

No one, but . . .

Robeco Investment Management joins the team as the sixth subadvisor

10/13

FDSAX

SunAmerica Focused Dividend Strategy

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

IEAAX

SunAmerica Income Explorer

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

SIEAX

SunAmerica International Dividend Strategy Fund

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

SFVAX

SunAmerica Strategic Value

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

BNUEX

UBS Global Sustainable Equity

Stephan Maikkula will leave the fund, but not the firm

Bruno Bertocci and Shari Gilfillan

10/13

USISX

USAA Income Fund

Julianne Bass and David N. Pearl will no longer serve as portfolio managers and Grantham, Mayo, Van Otterloo will no longer be a subadvisor

Eric Sappenfield, John Tobin, and Kera Van Valen are being added as portfolio managers

10/13

VPMCX

Vanguard Primecap

Comanager and Primecap founder Mitchell Milias will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

VPCCX

Vanguard Primecap Core

Comanager, Mitchell Milias will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

WMMAX

Westwood Teton Mighty Mites Fund

No one, but . . .

Paul Sonkin joins the team of Mario Gabelli, Laura Linehan, and Elizabeth Lilly

10/13

WMCIX

William Blair Macro Allocation

Edwin Denson

Brian Singer and Thomas Clarke continue on.

10/13

WRAAX

Wilmington Multi-Manager Alternatives

Steven Owsley and Drew Hayworth, along with subadvisor, Madison Street Partners.

The other seven subadvisors remain

10/13

GVIEX

Wilmington Multi-Manager International

No one, but this brings the team up to 20 managers.  Look at the fund’s returns and ask yourself about the number of cooks and the quality of the broth.

Ralf Scherschmidt joins the team as Oberweis Asset Management becomes the seventh subadvisor to the fund

10/13