Ticker

Fund

Out with the old

In with the new

Dt

ALHAX

AllianceBernstein Limited Duration High Income Fund

Amy Strugazow leaves the team

Ivan Rudolph-Shabinsky joins Michael Sohr, Ashish Shah, and Gershon Distenfeld.

2/14

IIESX

American Independence International Alpha Strategies Fund

Subadvisor Guggenheim Investments has been terminated by the Board, along with portfolio managers Nardin Baker and Ole Jakob Wold

Navellier & Associates will be the new subadvisor, after a rubber stamp by shareholders. James O’Leary and Michael Borgen will manage the fund.

2/14

CLTAX

Catalyst/Lyons Tactical Allocation

Louis Stevens

Michael Schoonover

2/14

ELDFX

Elfun Diversified Fund

Greg Hartch is out

Jeffrey Palma and David Wiederecht remain

2/14

FAHMX

Frost Small Cap Equity Fund

Cambiar Investors is terminated as a subadvisor to the fund, with its entire management team.

The new team consists of Craig Leighton, Tom Stringfellow, and Brad Thompson, of Frost Investment Advisors.

2/14

GSAGX

Goldman Sachs Asia Equity Fund

Edwin Perkins is gone

Alina Chiew and Kevin Ohn remain.

2/14

GBRAX

Goldman Sachs BRIC Fund

Edwin Perkins is gone

Alina Chiew and Kevin Ohn remain.

2/14

GSIFX

Goldman Sachs Concentrated International Equity Fund

Edwin Perkins is gone

Alexis Deladerriere remains

2/14

GEMEX

Goldman Sachs Emerging Markets Equity Fund

Edwin Perkins is gone

Alina Chiew remains.

2/14

GSAKX

Goldman Sachs Strategic International Equity Fund

Edwin Perkins is gone

Suneil Mahindru joins Alexis Deladerriere, who remains on the fund.

2/14

GGEFX

Golub Group Equity Fund

Michael Golub will no longer serve on the fund

The other managers, Colin Higgins, Kurt Hoefer, and John Dowling, remain.

2/14

ITGIX

ING T. Rowe Price Growth Equity Portfolio I

Rob Bartolo, manager of the underlying Price fund, resigned and relocated.

Joe Fath will take his place.

2/14

JMFAX

Janus Emerging Markets Fund

Matt Hochstetler

Hiroshi Yoh and Wahid Pierre Chammas remain.

2/14

HSKAX

JPMorgan Market Neutral (which some might label JPMorgan Zero Return)

No one, but . . .

Steven Lee and Raffaele Zingone join Terance Chen, who’s been on board just since December, 2013.

2/14

JMNAX

JPMorgan Research Market Neutral

No one, but . . .

Steven Lee and Raffaele Zingone join Terance Chen, who will be resigning in the fourth quarter of 2014.

2/14

MGFIX

Managers Bond Fund

No one, but . . .

Matthew Eagan and Elaine Stokes join Daniel Fuss

2/14

DVRAX

MFS Global Alternative Strategy

Effective April 30, 2014, Joseph Flaherty will no longer be an advisor to the fund, and …

Benjamin Nastou will join the rest of the team of Natalie Shapiro, Curt Custard, Jonathan Davies, Andreas Koester, and Lowell Yura.

2/14

MFEGX

MFS Growth Fund

No one, but . . .

Matthew Sabel joins Eric Fischman as a comanager.

2/14

OCTAX

MFS Mid Cap Growth

No one, but . . .

Matthew Sabel joins Eric Fischman and Paul Gordon

2/14

MMUFX

MFS Utilities Fund

Robert Persons

Maura Shaughnessy remains and is joined by Claud Davis

2/14

NRFAX

Natixis AEW Real Estate Fund

Jeffrey Caira left on Jan 1.

John Garofalo joins Matthew Troxell, J. Hall Jones, and Roman Ranocha

2/14

IIDPX

Natixis Diversified Income Fund

Jeffrey Caira left on Jan 1.

Maura Murphy, Kevin Kearns, and Elaine Kan join the extensive team.

2/14

OPOCX

Oppenheimer Discovery Fund

No one, but . . .

Ash Shah joins Ronald Zibelli Jr.

2/14

MSIGX

Oppenheimer Main Street Fund

No one, but . . .

Paul Larson joins Manind Govil and Benjamin Ram

2/14

PTSIX

PIMCO International Fundamental IndexPLUS AR Strategy

Marc Seidner

Scott Mather

2/14

PIPAX

PIMCO International StocksPLUS AR Strategy

Marc Seidner who was ousted as part of the post El-Erian purge is joining GMO as a  head of fixed-income

Scott Mather

2/14

PCFIX

PIMCO Small Company Fundamental IndexPLUS AR Strategy

Marc Seidner

Scott Mather

2/14

PWWAX

PIMCO Worldwide Fundamental Advantage AR Strategy

Marc Seidner

Scott Mather

2/14

RSCHX

RS China Fund

No one, but . . .

Tony Chu joins Michael Reynal

2/14

GUHYX

RS High Yield Fund

Howard Most is retiring after  five entirely okay years with the fund

Marc Gross and Kevin Booth remain

2/14

XXXXX

Russell LifePoints 2015, 2020, 2025, 2030, 2035, 2040, 2045, 2050, 2055

Michael Ruff

John Greves and Brian Meath

2/14

RBLEX

Russell LifePoints Balanced Strategy

Michael Ruff

Brian Meath

2/14

RCLEX

Russell LifePoints Conservative Strategy

Michael Ruff

Brian Meath

2/14

RELEX

Russell LifePoints Equity Growth Strategy

Michael Ruff

Brian Meath

2/14

RALEX

Russell LifePoints Growth Strategy

Michael Ruff

Brian Meath

2/14

RZLRX

Russell LifePoints in Retirement

Michael Ruff

John Greves and Brian Meath

2/14

RMLEX

Russell LifePoints Moderate Strategy

Michael Ruff

Brian Meath

2/14

SEBLX

Sentinel Balanced Fund

David Brownlee will retire at the end of June.

Jason Doiron and Daniel Manion remain

2/14

SECMX

Sentinel Conservative Strategies Fund

David Brownlee will retire at the end of June.

Jason Doiron, Daniel Manion, and Katherine Shapiro remain

2/14

SEGSX

Sentinel Government Securities Fund

David Brownlee will retire at the end of June.

Jason Doiron remains.

2/14

SSIGX

Sentinel Low Duration Bond Fund

David Brownlee will retire at the end of June.

Jason Doiron remains.

2/14

Sentinel Total Return Bond Fund

David Brownlee will retire at the end of June.

Jason Doiron remains.

2/14

FCSAX

Strategic Advisers Core Fund

Lawrence Rakers, who was moved out of the portfolio manager role at Fidelity Dividend Growth after five volatile years,  has been replaced …

… by Matthew Fruhan

2/14

FMJDX

Strategic Advisers International Multi-Manager Fund

W. George Greig has left the William Blair & Co. sleeve of the fund after 17 years

The rest of the team remains on the fund.

2/14

USMIX

USAA Extended Market Index Fund

Ed Corallo has retired

Alan Mason is the new portfolio manager

2/14

USFSX

USFS Funds Tactical Asset Allocation Fund

Chris Weber and Mark Elste are out

Robert Cummisford and Tommy Huie will take over

2/14

VALLX

Value Line Larger Companies

Mark Spellman

Stephen Grant will manage the fund

2/14

VGPMX

Vanguard Precious Metals and Mining Fund

No one, but . . .

Jamie Horvat joins Randeep Somel

2/14

CBEAX

Wells Fargo Advantage C & B Large Cap Value Fund

Daren Heitman is out.

The rest of the team remains on the fund.

2/14

CBMAX

Wells Fargo Advantage C & B Mid Cap Value Fund

Daren Heitman is out.

The rest of the team remains on the fund.

2/14