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Fund Changes - Sep-19
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 36: 9/2/2019-9/6/2019

  • In connection with the promotion of Barbara Miller to a new role as the Global Chief Investment Officer of Customized Bond Portfolios for J.P. Morgan Investment Management, she will no longer serve as lead portfolio manager of the JPMorgan Core Bond fund ($32.15 billion) (Miller will continue to serve as a portfolio manager of the fund until March 31, 2020)...
  • Robert Cook, Thomas Hauser, and Jeffrey Lovell will replace Alexander Sammarco, Christopher Musbach, and Michael Schlembach on the portfolio management team of the JPMorgan High Yield fund ($8.8 billion); and Musbach will assume a new role within J.P. Morgan leading the high yield team for Customized Bond Portfolios and will no longer serve as a portfolio manager for the JPMorgan Floating Rate Income fund ($1.3 billion) (William J. Morgan will continue to help manage the JPMorgan High Yield and JPMorgan Floating Rate Income funds until his retirement effective February 29, 2020)...
  • J.P. Morgan Investment Management will combine its short duration strategy teams under the leadership of Cary Fitzgerald, and Fitzgerald will serve as lead portfolio manager of the JPMorgan Short Duration Bond fund ($3.1 billion) along with Toby Maczka...
  • Franklin Templeton registers the Franklin Blockchain Enabled U.S. Government Money fund, which intends to be a government money market fund (and will not invest in any cryptocurrencies). The fund will maintain a record of share ownership in book form and will also record them on the Stellar network, an electronic distributed ledger using blockchain technology. (At this time, shares of the fund are not currently available for purchase, sale, or transfer from one shareholder to another shareholder on the blockchain or in any secondary trading market)...
  • Goldman Sachs files the Goldman Sachs Income fund, which will invest in a multi-sector portfolio of U.S. and foreign investment grade and non-investment grade fixed income investments of varying maturities...
  • Harbor Capital registers the Harbor Mid Cap fund, which will be sub-advised by EARNEST Partners and will invest primarily in equity securities of approximately 50 to 70 mid cap companies...
  • The Goldman Sachs Asia fund ($70 million) will focus at least 80% of its net assets in issuers economically tied to China, changing its name to the Goldman Sachs China Equity fund...
  • Effective November 8, 2019, the Cohen & Steers Real Estate Securities fund ($6.46 billion) will close to new investors...
  • Clayton Triick will join the portfolio management team of the Angel Oak Multi-Strategy Income fund ($7.7 billion)...
  • Michael Goldstein will no longer help manage the Goldman Sachs High Yield fund ($2.2 billion) and the Goldman Sachs High Yield Floating Rate fund ($2.2 billion)...
  • Carol L. Flynn will retire and will no longer serve on the team managing the DWS Strategic High Yield Tax-Free fund ($1.15 billion)...
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