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 |
|
AFOAX |
AllianzGI Focused Opportunity Fund |
Eric Sartorius |
Michael Corelli remains |
2/13 |
|
POPAX |
AllianzGI Opportunity Fund |
Eric Sartorius |
Michael Corelli remains |
2/13 |
|
TWADX |
American Century Value |
No one, but . . . |
Chad Baumler becomes a comanager. |
2/13 |
|
BACAX |
BlackRock All-Cap Energy & Resources |
Dennis Walsh and Dan Neumann |
Robin Batchelor and Poppy Allonby |
2/13 |
|
BMGAX |
BlackRock Mid-Cap Growth Equity |
Eileen Leary and Andrew Leger |
Lawrence Kemp and comanagers Kathryn Mongelli and Phil Ruvinsky |
2/13 |
|
CSGEX |
BlackRock Small Cap Growth Equity Portfolio |
Andrew Thut and Andrew Leger |
Travis Cooke and the Scientific Equity Team |
2/13 |
|
CMSAX |
Columbia Absolute Return Multi-Strategy |
No one, but . . . |
Jeffrey Knight joins the team |
2/13 |
|
CEMAX |
Columbia Absolute Return Multi-Strategy Enhanced |
No one, but . . . |
Jeffrey Knight joins the team |
2/13 |
|
IMRFX |
Columbia Global Opportunities |
Colin Moore, CIO, is no longer a named manager |
Jeffrey Knight joins the team |
2/13 |
|
CRAAX |
Columbia Risk Allocation |
No one, but . . . |
Jeffrey Knight joins the team |
2/13 |
|
FDCPX |
Fidelity Select Computers |
Matthew Schuldt |
Christopher Lin is taking over |
2/13 |
|
FSELX |
Fidelity Select Electronics |
Christopher Lin stepped down |
Stephen Barwikowski remains |
2/13 |
|
GATEX |
Gateway Fund |
J. Patrick Rogers leaves after 19 years, while his predecessor left after 20 |
Kenneth H. Toft, who has been co-managing for seven |
2/13 |
|
GLMPX |
GL Macro Performance Fund |
Michael V. Tassone, resigned |
Dan Thibeault remains |
2/13 |
|
HCAIX |
Harbor Capital Appreciation |
No one, but . . . |
Kathleen McCarragher becomes a comanager |
2/13 |
|
IENAX |
Invesco Energy |
Andrew Lees and Tyler Dann |
Norman MacDonald will take over |
2/13 |
|
IGDAX |
Invesco Gold & Precious Metals |
Andrew Lees and Tyler Dann |
Norman MacDonald will take over |
2/13 |
|
VSEAX |
JPMorgan Small Cap Equity |
Glenn Gawronski, is taking a leave of absence of unknown duration |
Don San Jose becomes lead manager in his absence, with Chris Jones as a new comanager. |
2/13 |
|
LGBBX |
Loomis Sayles Investment Grade Bond |
No one, but . . . |
Brian Kennedy joins the team |
2/13 |
|
LSIGX |
Loomis Sayles Investment Grade Fixed Income |
No one, but . . . |
Brian Kennedy joins the team |
2/13 |
|
LSBAX |
Lord Abbett Small-Cap Blend |
Michael Smith |
Bob Fetch will take over |
2/13 |
|
MSFAX |
Morgan Stanley Institutional Global Franchise |
No one, but . . . |
Marcus Watson joined the team. It’s been a great fund for folks with $5 million to kick in. |
2/13 |
|
MSIQX |
Morgan Stanley Institutional International Equity |
No one, but . . . |
Marcus Watson joined the team. |
2/13 |
|
OPSIX |
Oppenheimer Global Strategic Income |
Joseph Welsh |
Jack Brown |
2/13 |
|
OIBAX |
Oppenheimer International Bond |
No one, but . . . |
Hemant Baijal joins Sara Zervos and Art Steinmetz |
2/13 |
|
OSVAX |
Oppenheimer Select Value |
Mitch Williams and John Damian |
Laton Spahr |
2/13 |
|
QVSCX |
Oppenheimer Small & Mid Cap Value |
John Damian |
Laton Spahr |
2/13 |
|
CGRWX |
Oppenheimer Value |
Mitch Williams |
Laton Spahr |
2/13 |
|
PAGNX |
PIMCO GNMA |
Scott Simon, the lead manager, is retiring |
Daniel Hyman will remain with Michael Cudzil joining him as a comanager. |
2/13 |
|
PMRAX |
PIMCO Mortgage-Backed Securities |
Scott Simon, the lead manager, is retiring |
Daniel Hyman will remain with Michael Cudzil joining him as a comanager. |
2/13 |
|
PBAAX |
PNC Balanced Allocation |
Michael Santelli, Alex Vallecillo, and Edward Johnson |
Mark Batty joins the rest of the team |
2/13 |
|
PJMDX |
Putnam Absolute Return 500 Fund |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PDMAX |
Putnam Absolute Return 700 Fund |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PABAX |
Putnam Dynamic Asset Allocation Balanced Fund |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PACAX |
Putnam Dynamic Asset Allocation Conservative Fund |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PAEAX |
Putnam Dynamic Asset Allocation Growth Fund |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PDREX |
Putnam Dynamic Risk Allocation Fund |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PRMAX |
Putnam Retirement Income Fund Lifestyle 1 |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PRYAX |
Putnam Retirement Income Fund Lifestyle 2 |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PISFX |
Putnam Retirement Income Fund Lifestyle 3 |
Jeffrey Knight leaves |
The rest of the team, James Fetch, Robert Kea, Joshua Kutin, Robert Schoen and Jason Vaillancourt, continues on. |
2/13 |
|
PRHSX |
T. Rowe Price Health Sciences |
Kris Jenner is leaving, with rumor and speculation in his wake. |
Taymour Tamaddon is in |
2/13 |