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Fund Changes - Jul-19
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 27: 7/1/2019-7/5/2019

  • John H. Smet will no longer serve on the portfolio management team of the American Balanced fund ($148.3 billion), and Anirudh Samsi will replace John H. Smet and Joanna F. Jonsson on the team managing The Income Fund of America fund ($110 billion)...
  • Holly MacDonald will no longer help manage the Old Westbury Large Cap Strategies fund ($16.9 billion), MacDonald and John R. Chisholm will leave the team managing the Old Westbury Small & Mid Cap Strategies fund ($6.2 billion), and Jared B. Olivenstein will join the portfolio management team of the Old Westbury Strategic Opportunities fund ($5.2 billion), which will change its name to the Old Westbury Multi-Asset Opportunities fund...
  • On July 1, 2019, Victory Capital Holdings will acquire all of the interests of USAA Asset Management Company, the investment advisor to the USAA funds, and will also acquire USAA Shareholder Account Services, the transfer agent to the USAA funds...
  • David J. Linsen, Darnell C. Azeez, and Servesh Tiwari will join the team managing the Lord Abbett Affiliated fund ($6.3 billion) and Lord Abbett Calibrated Dividend Growth fund ($2.4 billion), and So Young Lee will no longer help manage the Lord Abbett Fundamental Equity fund ($2.6 billion) and Lord Abbett Mid Cap Stock fund ($1.8 billion)...
  • Tucker Scott will leave the management team of the Templeton Foreign fund ($4.7 billion)...
  • Ravi Dabas will serve as an additional portfolio manager to the Vanguard Mid-Cap Growth fund ($4.8 billion), and John C. Keogh will retire from Wellington Management and no longer serve as a portfolio manager for the Vanguard Global Wellington fund ($992 million)...
  • Michael Foley will join the portfolio management team of the Delaware Small Cap Value fund ($4.1 billion), among other funds...
  • Anna Lester will be added as a portfolio manager to several Fidelity funds, including the Fidelity Large Cap Value Enhanced Index fund ($3.7 billion)...
  • The Transamerica Short-Term Bond fund ($2.9 billion) will lower its management fee and sub-advisory fee, and the Transamerica Large Cap Value fund ($2.1 billion) will also reduce its management fee...
  • The PGIM Jennison Equity Income fund ($1.4 billion) will lower its advisory fee at each asset level of its breakpoint fee schedule in amounts ranging from 1 to 10 basis points, and the fund's sub-advisor, Jennison Associates, will also contractually reduce its subadvisory fee rate...
  • Subsequent to the merger of Logan Circle Partners into MetLife Investment Advisors, MetLife Investment Advisors will be renamed MetLife Investment Management and will replace Logan Circle Partners as advisor to the Logan Circle Partners funds, and as a sub-advisor to the Principal Global Diversified Income fund ($7.7 billion) and a number of SEI funds...
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