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 |
| AISCX | Acuitas International Small Cap Fund | Mike Jolin is no longer listed as a portfolio manager to the fund. | Preston Brown has joined Dennis Jensen, Christopher Tessin, Jonathan Brodsky, Drew Edwards, Marco Priani, Bram Zeigler, and Regina Chi on the management team. | 8/15 |
| AFXAX | American Beacon Flexible Bond Fund | GAM International Management is no longer listed as a subadvisor to the fund, therefore Timothy Haywood and Daniel Sheard will no longer serve as portfolio managers. | Payden & Rygel are new subadvisors to the fund, bringing Brian Matthews, Scott Weiner, and Brad Boyd to the management team. | 8/15 |
| AAIFX | Anchor Alternative Income Fund | Anchor Capital Management Group, Inc. will no longer manage any portion of the assets of the fund; Garrett Waters and Eric Leake will be removed as portfolio managers. | Joel Price will be the sole portfolio manager | 8/15 |
| BIOPX | Baron Opportunity Fund | No one, but Michael Lippert will be recovering from a bicycle accident. | While Mssr. Lippert recovers, Alex Umansky, Neal Rosenberg, and Ashim Mehra, will temporarily co-manage the fund. | 8/15 |
| BAMIX | BMO Multi-Asset Income Fund | Jeff Weniger is no longer listed as a portfolio manager to the fund. | Lowell Yura and Jon Adams join Brent Schutte in managing the fund | 8/15 |
| CALSX | Calamos Long/Short Fund | Daniel Fu is no longer listed as a portfolio manager to the fund. | Gary Black, John Calamos, and Matthew Wolfson remain on the fund | 8/15 |
| CSMIX | Columbia Small Cap Value Fund | John Barrett is no longer listed as a portfolio manager to the fund. | Jeremy Javidi remains as the sole manager of the fund | 8/15 |
| BTAEX | Deutsche EAFE Equity Index Fund | Joseph LaPorta is no longer listed as a portfolio manager | Patrick Dwyer joins Thomas O’Brien in managing the fund | 8/15 |
| DTMAX | Dreyfus Total Emerging Markets Fund | No one, but . . . | Sean Fitzgibbon and Alexander Kozhemiakin are joined by Federico Garcia Zamora, Jay Malikowski and Josephine Shea. | 8/15 |
| ECCGX | Eaton Vance Greater China Growth Fund | Lily Jap is no longer listed as a portfolio manager to the fund. | Stephen Ma and June Lui remain on the fund | 8/15 |
| FAGOX | Fidelity Advisor Growth Opportunities Fund | Gopal Reddy is no longer listed as a portfolio manager on the fund. | Long time manager Steven Wymer returns, joined by Kyle Weaver. | 8/15 |
| FAOFX | Fidelity Advisor Series Growth Opportunities | Gopal Reddy is no longer listed as a portfolio manager on the fund. | Kyle Weaver and Steven Wymer have taken over the fund. | 8/15 |
| VEEEX | Global Strategic Income Fund | Matthew Benkendorf is no longer listed as a portfolio manager on the fund. | Gary Friedle, Stuart Shikiar, and Albert Sipzener have taken over. | 8/15 |
| GMSAX | Goldman Sachs Managed Futures Strategy Fund | Alex Wang will no longer serve as a portfolio manager for the fund. | James Park and William Fallon will continue on | 8/15 |
| GCMAX | Goldman Sachs Mid Cap Value Portfolio | Dolores Bamford announced that she will be retiring from Goldman Sachs, effective September 1st. | Sung Cho joins Timothy Ryan and Sean Gallagher in managing the fund | 8/15 |
| HERAX | Hartford Emerging Markets Equity Fund | Cheryl Duckworth is no longer listed as a portfolio manager | David Elliot has taken over as portfolio manager | 8/15 |
| HRLAX | Hartford Global Real Asset Fund | Lindsay Politi will no longer serve as a portfolio manager for the fund. | Jay Bhutani, Scott Elliott, Brian Garvey, and David Chang will continue managing the fund | 8/15 |
| HIPAX | Hartford Inflation Plus Fund | Lindsay Politi will no longer serve as a portfolio manager for the fund. | Joseph Marvan will take over as sole manager to the fund | 8/15 |
| HDVAX | Hartford International Capital Appreciation Fund | Jean-Marc Berteaux, James Shakin, and Tara Connolly Stilwell will no longer serve as a portfolio managers for the fund. | Kent Stahl and Gregg Thomas remain. | 8/15 |
| HNCAX | Hartford International Growth Fund. | Jean-Marc Berteaux will no longer serve as a portfolio manager for the fund. | Tara Connolly Stilwell has joined John Boselli in managing the fund. | 8/15 |
| HAFAX | Hartford Multi-Asset Income Fund | No one, but . . . | David Elliot, Campe Goodman, and Richard Meagher have been joined by Lutz-Peter Wilke | 8/15 |
| HTNAX | Hartford Municipal Real Return Fund | Lindsay Politi will no longer serve as a portfolio manager for the fund. | Timothy Haney and Brad Libby will be joined by Joseph Marvan | 8/15 |
| HRTVX | Heartland Value Fund | Bradford Evans has stepped down as a portfolio manager | Adam Peck joins William Nasgovitz to manage the fund | 8/15 |
| IMIFX | Innovator McKinley Income Fund | Steven Carhart is no longer listed as a manager to the fund | Robert A. Gillam, Robert B. Gillam, Sheldon Lien, Brandon Rinner, and Gregory Samorajski will now run the fund | 8/15 |
| JEVAX | John Hancock Funds Emerging Markets Fund | Henry Gray and Karen Umland are no longer listed as a portfolio managers on the fund. | Joseph Chi, Jed Fogdall, and Allen Pu will continue on. | 8/15 |
| GIDEX | John Hancock International Core Fund | Thomas R. Hancock, Ph.D. will no longer serve as a portfolio manager for the fund. | David Cowan, Ben Inker, and Sam Wilderman will continue as portfolio managers of the fund. They will be joined by Neil Constable and Chris Fortson. | 8/15 |
| JISAX | John Hancock International Small Company Fund | No one, but . . . | Arun Keswani and Bhanu Singh have joined Joseph Chi, Jed Fogdall, Henry Gray, and Karen Umland as portfolio managers of the fund | 8/15 |
| JASOX | John Hancock New Opportunities Fund | Bhanu Singh will no longer serve as a portfolio manager for the fund. | Joel Schnieder has joined Joseph Chi, Jed Fogdall and Henry Gray as a portfolio manager of the fund | 8/15 |
| JHUAX | John Hancock U.S. Equity Fund | Thomas Hancock, Ph.D. will no longer serve as a portfolio manager for the fund. | David Cowan, Ben Inker, and Sam Wilderman will continue as managers of the fund | 8/15 |
| JHUAX | John Hancock U.S. Equity Fund | Thomas R. Hancock, Ph.D. will no longer serve as a portfolio manager for the fund. | David Cowan, Ben Inker, and Sam Wilderman will continue as portfolio managers of the fund. | 8/15 |
| IJEAX | JPMorgan Emerging Markets Equity Fund | Richard Titherington is no longer listed as a portfolio manager on the fund. | Austin Forey, Leon Eidelman, and Amit Mehta will continue on. | 8/15 |
| JEMEX | JPMorgan Emerging Markets Equity Income Fund | Richard Titherington is no longer listed as a portfolio manager on the fund. | Omar Negyal is now the sole portfolio manager on the fund | 8/15 |
| MNILX | Litman Gregory Masters International Fund | Wellington Management Company LLP will be removed as a sub-advisor and Jean-Marc Berteaux will be removed as the portfolio manager. That’s a rare rebuke for Wellington. | The other four sets of sub-advisers remain. | 8/15 |
| NWUAX | Nationwide U.S. Small Cap Value Fund | Bhanu Singh will no longer serve as a portfolio manager for the fund. | Joel Schnieder has joined Joseph Chi, Jed Fogdall and Henry Gray as a portfolio manager of the fund | 8/15 |
| NSIAX | Nuveen Symphony International Equity Fund | Joel Drescher is no longer listed as a portfolio manager on the fund. | Marc Snyder joins Ross Sakamoto and Gunther Stein in managing the fund | 8/15 |
| NCGAX | Nuveen Symphony Large-Cap Growth Fund | Joel Drescher is no longer listed as a portfolio manager on the fund. | Marc Snyder joins Ross Sakamoto and Gunther Stein in managing the fund | 8/15 |
| NCCAX | Nuveen Symphony Mid-Cap Core Fund | Joel Drescher is no longer listed as a portfolio manager on the fund. | Marc Snyder joins Ross Sakamoto and Gunther Stein in managing the fund | 8/15 |
| OOSAX | Oppenheimer Senior Floating Rate Fund | Effective October 28, 2015, Margaret Hui will no longer serve as a portfolio manager for the fund. | On that date, David Lukkes will join existing manager Joseph Welsh | 8/15 |
| PRDAX | Principal Diversified Real Asset | James Fennessey is no longer listed as a portfolio manager on the fund. | Benjamin Rotenberg, Marcus Dummer, Jessica Bush, Jake Anonson, and Kelly Grossman will continue to manage the fund. | 8/15 |
| PMSAX | Principal Global Multi-Strategy | James Fennessey is no longer listed as a portfolio manager on the fund. | Benjamin Rotenberg, Marcus Dummer, Jessica Bush, Jake Anonson, and Kelly Grossman will continue to manage the fund. | 8/15 |
| RAMVX | Roumell Opportunistic Value Fund | Edward Crawford is no longer a portfolio manager to the fund | JamesRoumell, lead portfolio manager, will continue to provide services to the fund. | 8/15 |
| SSCPX | Saratoga Small Capitalization Fund | Patrick O’Brien is no longer listed as a portfolio manager on the fund. | Mitch Zacks is the new portfolio manager | 8/15 |
| SMENX | Schroder Emerging Markets Multi-Cap Equity Fund | Daniel Winterbottom will no longer serve as a portfolio manager for the fund. | Ayse Serinturk, James Larkman, Stephen Langford, and Justin Abercrombie will remain with the fund. | 8/15 |
| SRLN | SPDR Blackstone / GSO Senior Loan ETF | Lee Shaiman will retire by the end of September. | Daniel McMullen will assume the portfolio manager role. | 8/15 |
| FUSIX | Strategic Advisers® International II Fund | H.B. King is no longer listed as a portfolio manager on the fund. | Wilfred Chilangwa and Cesar Hernandez will continue to manage the fund | 8/15 |
| TVRAX | Transparent Value Directional Allocation Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVEAX | Transparent Value Dividend Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVAAX | Transparent Value Large-Cap Aggressive Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVBAX | Transparent Value Large-Cap Core Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVDAX | Transparent Value Large-Cap Defensive Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVGAX | Transparent Value Large-Cap Growth Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVMAX | Transparent Value Large-Cap Market Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVVAX | Transparent Value Large-Cap Value Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVSAX | Transparent Value Small-Cap Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| TVKAX | Transparent Value SMID-Cap Directional Allocation Fund | Julian Koski will no longer serve as a portfolio manager for the fund. | Scott Hammond, Armen Arus and Gennadiy Khayutin will remain as the portfolio managers of the fund. | 8/15 |
| USIFX | USAA International Fund | No one, but . . . | The fund’s Board of Trustees recently approved Lazard Asset Management and Wellington Management LLP as two additional subadvisers to the fund | 8/15 |
| VAIAX | Virtus Alternative Income Solution Fund | Joe Lu will no longer serve as a portfolio manager for the fund. | The rest of the extensive team remains. | 8/15 |
| VATAX | Virtus Alternative Total Solution Fund | Joe Lu will no longer serve as a portfolio manager for the fund. | The rest of the extensive team remains. | 8/15 |
| Various | Voya Solution, Retirement Solution and Index Solution funds | Frank van Etten will no longer serve as a portfolio manager for about 20 funds. | The other managers remain. | 8/15 |
| WHGMX | Westwood Smidcap Fund | Ragen Stienk is no longer listed as a portfolio manager on the fund. | Susan Schmidt joins Prashant Inamdar, Thomas Lieu, and Grant Taber in running the fund. | 8/15 |
| WHGPX | Westwood Smidcap Plus Fund | Ragen Stienk is no longer listed as a portfolio manager on the fund. | Susan Schmidt joins Prashant Inamdar, Thomas Lieu, and Grant Taber in running the fund. | 8/15 |
