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Fund Changes - Aug-19
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 32: 8/5/2019-8/9/2019

  • Effective June 30, 2020, Edward P. Bousa will retire from Wellington Management Company and will no longer serve as a portfolio manager for the Vanguard Wellington fund ($106.3 billion) and the Hartford Dividend and Growth fund ($8.8 billion) (Nataliya Kofman will join the Hartford fund effective August 8, 2019)...
  • Adam H. Illfelder and Matthew Hand will join the team managing the Hartford Balanced Income fund ($12.4 billion) and the Hartford Equity Income fund ($4 billion), replacing Ian R. Link, who will serve the funds until December 31, 2019; and Michael T. Carmen will no longer help manage the Hartford Growth Opportunities fund ($5 billion) effective March 1, 2020...
  • Fidelity registers the Fidelity Stocks for Inflation ETF, which will emphasize industries that tend to outperform in inflationary environments; the Fidelity U.S. Low Volatility Equity fund, which will seek, through fundamental stock selection and quantitative risk management techniques, to produce returns in excess of the Russell 3000 Index over a full market cycle but with lower absolute volatility; and also files an infrastructure sector fund and global equity fund with the Fidelity Infrastructure and Fidelity Horizon funds...
  • Ricky Williamson will replace John McLaughlin on the portfolio management team of the risk-based Transamerica Asset Allocation funds…
  • T. Rowe Price registers the nondiversified T. Rowe Price China Evolution Equity fund, which will emphasize small- and mid-cap issuers of China A-shares and shares of Chinese companies denominated in other currencies (such as the Hong Kong dollar or U.S. dollar) that trade in China, Hong Kong, Singapore, or otherwise outside of China...
  • The Hartford Schroders US Mid Cap Opportunities fund ($936 million) will lower its advisory fee by modifying its breakpoint fee schedule, lowering the fee rate on the first $1 billion by 10 basis points (bp), and lowering the subsequent steps in amounts ranging from 10 to 15 bp...
  • First Trust Advisors files three ETFs primarily relying on a quantitative methodology and active management, taking into account the factors of value, momentum, quality, and low volatility: First Trust Active Factor Large Cap ETF, First Trust Active Factor Mid Cap ETF, and First Trust Active Factor Small Cap ETF...
  • Effective September 6, 2019, the Invesco High Yield Municipal fund ($10.4 billion) will close to new investors...
  • Subject to shareholder approval, the BNY Mellon Disciplined Stock fund ($597 million) and BNY Mellon Growth and Income fund ($907 million) will reorganize into the Nationwide Mellon Disciplined Value fund and Nationwide Dynamic U.S. Growth fund, respectively... 
  • The SPDR Blackstone / GSO Senior Loan ETF ($2.2 billion) and the Eaton Vance Worldwide Health Sciences fund ($1 billion) will discontinue utilizing a master-feeder structure...
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