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Fund Changes - Jan-21
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 1: 1/4/2021-1/8/2021
  • Steven Lear will join the portfolio management team of the JPMorgan Core Bond fund ($35.3 billion)…
  • Mark A. Brett will no longer serve as a portfolio manager to the Intermediate Bond Fund America ($29.4 billion)...
  • Steven Kellner has announced his intention to retire and will no longer serve on the portfolio management team of two PGIM funds, including the PGIM Short-Term Corporate Bond fund ($12.6 billion) effective April 2022...
  • BlackRock registers two actively managed ETFs: the BlackRock US Carbon Transition Readiness ETF and BlackRock World ex US Carbon Transition Readiness ETF, which will invest in components of the Russell 1000 and MSCI World ex USA Index, respectively, weighting issuers on the basis of how they are anticipated to benefit from the transition to a low-carbon economy...
  • William H. Browne resigned from the investment committee and management committee of Tweedy, Browne, and will no longer serve as a portfolio manager of the Tweedy, Browne funds, including the Tweedy, Browne Global Value fund ($6.1 billion). He will assume the role of Senior Advisor to the investment committee…
  • Mark L. Henneman will step down as a co-manager to the Mairs & Power Growth fund ($4.9 billion)…
  • Effective February 5, 2021, the JPMorgan Small Cap Growth fund ($6.36 billion) will close to new investors...
  • MacKay Shields will replace Wells Capital Management on the sub-advisory team of the Bridge Builder Municipal Bond fund ($8.5 billion)…
  • John Hancock files the John Hancock Corporate Bond ETF, which will invest in investment-grade bonds with no limit on average maturity, making industry allocations using top-down analysis, and selecting securities using bottom-up research...
  • Thirty Franklin Templeton municipal funds will lower the purchase amount at which Class A and Class A1 shares may be purchased without an initial sales charge from $500,000 to $250,000...
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