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 |
|
ASLAX |
AB Select Long/Short Portfolio |
No one, but . . . |
Anthony Nappo joins Kurt Feuerman in managing the fund |
6/15 |
|
AUUAX |
AB Select US Equity Fund |
No one, but . . . |
Anthony Nappo joins Kurt Feuerman in managing the fund |
6/15 |
|
ALAFX |
Alger Capital Appreciation Focus Fund |
No one, but . . . |
Ankur Crawford joins Patrick Kelly in managing the fund |
6/15 |
|
ACAAX |
Alger Capital Appreciation Fund |
No one, but . . . |
Ankur Crawford joins Patrick Kelly in managing the fund |
6/15 |
|
SPECX |
Alger Spectra Fund |
No one, but . . . |
Ankur Crawford joins Patrick Kelly in managing the fund |
6/15 |
|
ABFAX |
American Beacon Balanced Fund |
Wyatt Crumpler, American Beacon’s CIO, is no longer listed as a portfolio manager. The firm was purchased by two outside groups in May and we can’t tell if this is fallout from that. |
The extensive team of Mark Giambrone, Samuel Silver, Gene Needles, James Clarke, Erin Higginbotham, Patrick Kaser, Scott McBride, Deborah Petruzzelli, Patrick Sporl, Judd Peters, J. Scott McDonald, Mark Luchsinger, Adriana Posada, Paul Lesutis, Stephen Smith, George Davis, John Williams, David Hardin, and James Barrow remain. |
6/15 |
|
AEMAX |
American Beacon Emerging Markets Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
AFXAX |
American Beacon Flexible Bond Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
ABHAX |
American Beacon High Yield Bond Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
AITAX |
American Beacon Intermediate Bond Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
AIEAX |
American Beacon International Equity Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
ALVAX |
American Beacon Large Cap Value Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
ABMAX |
American Beacon Mid-Cap Value Fund |
Wyatt Crumpler and Manoj Tandon are no longer listed as portfolio managers |
John Flynn joins the rest of the team. |
6/15 |
|
AAPAX |
American Beacon Retirement Income and Appreciation Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
ABSAX |
American Beacon Small Cap Value Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The rest of the extensive team remains. |
6/15 |
|
ATSAX |
American Beacon Treasury Inflation Protected Securities Fund |
Wyatt Crumpler is no longer listed as a portfolio manager |
The team of Joseph Murphy, David Eichhorn, Robert Bayston, Jess Yawitz, Anthony Pope, William Marshall, Kenneth Lester, and Kirk Brown carry on. |
6/15 |
|
CESVX |
AMG Chicago Equity Partners Small Cap Value Fund |
No one, but . . . |
William Murray joins David Coughenour, Patricia Halper, and Robert Kramer in managing the fund |
6/15 |
|
BMMAX |
BlackRock Multi-Manager Alternative Strategies Fund |
No one, but . . . |
Ionic Asset Management has been added as a sixth subadvisor to the fund |
6/15 |
|
BMHAX |
BMO Monegy High Yield Bond Fund |
Sadhana Valia intends retire to on September 1, 2015. |
Lori Marchildon will continue to manage the fund. |
6/15 |
|
CSIEX |
Calvert Equity Portfolio |
Paul Marshall has resigned from the subadvisor, Atlanta Capital Management Company, and will no longer serve as portfolio manager |
Richard England is joined by Lance Garrison, Joseph Hudepohl, Jeffrey Miller, and Robert Walton. |
6/15 |
|
CSXAX |
Calvert US Large Cap Core Responsible Index (formerly the Calvert Social Index Fund) |
Matthew Moore and Natalie Trunow are no longer portfolio managers of the fund. We’re kind of ambivalent about how much difference that could make since an index fund’s manager is akin to a driverless car’s chauffeur. |
The new management team includes Lise Bernhard, Dale Stout, and J. Laurie Webster. |
6/15 |
|
CLTAX |
Catalyst/Lyons Tactical Allocation Fund |
Louis Stevens is no longer listed as a portfolio manager |
The team of Brent Haworth, Alexander Read, and Michael Schoonover have taken over. |
6/15 |
|
SBVAX |
Clearbridge Small Cap Value Fund |
Marina Chinn is no longer listed as a portfolio manager to the fund. |
The rest of the team, Peter Hable, Mark Bourguignon, Mark Feasey, and Michael Kang, will continue to manage the fund |
6/15 |
|
DPIAX |
Destra Preferred and Income Securities Fund |
Mssr. Robert Ettinger retired from his role as portfolio manager on June 30, 2015 |
R. Eric Chadwick, Donald Crumrine, and Bradford Stone will continue to manage the fund |
6/15 |
|
EAALX |
Eaton Vance Atlanta Capital Focused Growth Fund |
Paul Marshall has resigned from the subadvisor, Atlanta Capital Management Company, and will no longer serve as portfolio manager |
Richard England is joined by Lance Garrison, Joseph Hudepohl, Jeffrey Miller, and Robert Walton. |
6/15 |
|
GNFRX |
Geneva Advisors International Growth Fund |
Eswar Menon is no longer listed as a portfolio manager to the fund |
Daniel Delany, Matthew Scherer and Reiner Triltsch will carry on. |
6/15 |
|
OHYDX |
Oaktree High Yield Bond Fund |
No one, but . . . |
David Rosenberg joined Sheldon Stone and Shannon Ward in managing the fund |
6/15 |
|
OALGX |
Optimum Large Cap Growth Fund |
No one, but . . . |
Ankur Crawford joins Patrick Kelly in managing the fund |
6/15 |
|
PCYAX |
PCS Commodity Strategy Fund |
Roxanne Bennett is no longer a portfolio manager for the fund |
Alan Konn, John Reese, David Schink continue to manage the fund and are joined by Carlton Chin and Karl Foster |
6/15 |
|
PEQAX |
PIMCO EqS Emerging Markets Fund |
Virginie Maisonneuve, one of a set of superstars that PIMCO brought on-board when they decided to move into equities. Most are gone now. |
Geraldine Sundstrom |
6/15 |
|
PIODX |
Pioneer Fund |
No one, but . . . |
Jeff Kripke joins John Carey and Walter Hunnewell |
6/15 |
|
RLLBX |
Rothschild Larch Lane Alternatives Fund |
Christophe Jaubert no longer serves as a portfolio manager of the fund. |
Shakil Riaz joins Nicolas de Croisset, Rajiv Sobti, Kazuhiro Shimbo, Rasheed Sabar, Charles Korchinski, Mark Jurish, David Harding, Geoffrey Doyle, Matthew Beddall, and Ki Akrami in running the fund. |
6/15 |
|
RSMSX |
RS Emerging Markets Small Cap Fund |
No one, but . . . |
Maria Freund has joined Michael Reynal, Michael Ade, and Peter Luo on the management team. |
6/15 |
|
SCGLX |
Scout Global Equity Fund |
No one, but . . . |
Charles John joined James Reed and James Moffett in managing the fund |
6/15 |
|
TACFX |
Stadion Alternative Income Fund |
David Pursell is no longer listed as a portfolio manager |
Clayton Shiver and William McGough join Brad Thompson and Judson Doherty in managing the fund |
6/15 |
|
STTGX |
Stadion Trinity Alternative Return Fund |
David Pursell is no longer listed as a portfolio manager |
Clayton Shiver and William McGough join Brad Thompson and Judson Doherty in managing the fund |
6/15 |
|
PRGIX |
T. Rowe Price Growth & Income |
Thomas Huber is setting down after eight years with the fund but is continuing at Dividend Growth where he’s had a longer record and more success |
Jeffrey Rottinghaus, who has been running Price funds that target European investors but invest in US stocks |
6/15 |
|
WMMRX |
Wilmington Multi-Manager Real Asset Fund |
No one, but . . . |
Joshua Savadove and Jordan Strauss will become portfolio managers, joining the team of David Stein, Thomas Seto, Todd Murphy, Thomas Pierce, Mihir Worah, Joseph Smith, T. Ritson Ferguson, and Steven Burton. |
6/15 |
