Ticker

Fund

Out with the old

In with the new

Dt

ASFAX

Absolute Strategies

No one, but . . .

Sabal Capital Management will become the eleventh subadviser to the fund

12/13

RAGHX

AllianzGI Wellness Fund

Ken Tsuboi

Michael Dauchot and Paul Wagner remain on this determinedly regrettable fund

12/13

AMECX

American Funds Income Fund of America

Grant Cambridge leaves the fund, but not the firm

David Daigle joins the rest of the team.

12/13

BHGIX

Baird LargeCap

Kenneth Hemauer and Douglas Guffy

Matthew Malgari

12/13

CFIMX

Clipper Fund

Ken Feinberg seems to have been shown the door

Danton Goei

12/13

AXEAX

Columbia European Equity

No one, but . . .

Nick Davis joins Dan Ison

12/13

RPFGX

Davis Financial

Ken Feinberg “will be departing our firm” and is being removed from all his funds

Chris Davis, who managed the fund for 16 years, returns

12/13

NYTVX

Davis New York Venture

Ken Feinberg

Danton Goei

12/13

FDTTX

Fidelity Advisor Capital Development

Harlan Carere

Matt Fruhan

12/13

FDGTX

Fidelity Advisor Dividend Growth

Larry Rakers is leaving the fund, but remaining with the firm.

Ramona Persaud will take the lead

12/13

FEIAX

Fidelity Advisor Europe Capital Appreciation Fund

No one, but . . .

Stefan Lindblad joins Risteard Hogan to oversee the final days before the fund’s merger

12/13

FICDX

Fidelity Canada Fund

No one, but . . .

Risteard Hogan is joining Doug Lober as a comanager

12/13

FDEQX

Fidelity Disciplined Equity Fund

Keith Quinton

Alex Devereaux is now the sole portfolio manager

12/13

FDGFX

Fidelity Dividend Growth

Larry Rakers is leaving the fund after five solid years characterized by high returns and high volatility, but he is remaining with the firm.

Ramona Persaud, who manages two mediocre equity-income funds, will take the lead

12/13

FIEUX

Fidelity Europe Fund

No one, but . . .

Stefan Lindblad joins Risteard Hogan to oversee the final days before the fund’s merger

12/13

FECAX

Fidelity Europe Capital Appreciation Fund

No one, but . . .

Stefan Lindblad joins Risteard Hogan to oversee the final days before the fund’s merger

12/13

FSPCX

Fidelity Select Insurance Portfolio

Court Dignan is leaving this fund, but remaining on Fidelity Mid Cap Value

Peter Deutsch is now the sole portfolio manager

12/13

FJBAC

Fidelity VIP Balanced Portfolio

Larry Rakers is leaving the fund, but not the firm

The Stock Selector Large Cap Team, which includes Bob Stansky in the lead of sector specialists Douglas Simmons, Brian Lempel, Tobias Welo, Monty Kori, Steve Kaye, Jonathan Kasen, Pierre Sorel, Bob Lee, and Peter Saperstone

12/13

LOVIX

First Pacific Low Volatility Fund

Brian Ishihara is leaving

Terrence Lee will remain as portfolio manager

12/13

HRUBX

Harbor Unconstrained Bond Fund

Chris Dialynas is going on sabbatical

Bill Gross will take over this low-cost clone of PIMCO Unconstrained

12/13

JCHLX

JHancock China Emerging Leaders

Yang Liu

Joseph Chi, Jed Fogdall, Henry Gray, and Karen Umland

12/13

HSKAX

JPMorgan Market Neutral

Peter Beebee

Terance Chen takes over a fund that has trailed 90% of its peers over the past 1, 3 and 5 years while charging a premium price.

12/13

LCSAX

LoCorr Long/Short Commodity Strategies

Galliard Capital Management

Nuveen Asset Management

12/13

MHBAX

Mariner Hyman Beck

Annette Cazenave and Eric Gurdian of RJO Investment Management

Brad Lloyd and Aron Schnell of Monte Capital Group though it’s unclear that any change will address the challenge of the managed futures model

12/13

OASVX

Optimum Small-Mid Cap Value Fund

Graham Wong leave the team

Prashant Inamdar joins the team.

12/13

PIPAX

PIMCO International StocksPLUS AR Strategy

Chris Dialynas is going on sabbatical

Marc Seidner

12/13

PUBAX

PIMCO Unconstrained Bond Fund

Chris Dialynas is going on sabbatical

Bill Gross will take over.

12/13

PHASX

Principal MidCap Growth Fund III

Subadvisors Jacobs Levy Equity Management and Turner Investments are out, along with the entire management team.

Robert W. Baird & Co and William Blair & Co, are in. The team consists of Kenneth Hemauer, Charles Severson, Robert Lanphier, and David Ricci

12/13

REDSX

Russell US Defensive Equity

Richard Yasenchak

David Hintz

12/13

RMCAX

Russell US Mid Cap Equity

Richard Yasenchak

Jon Eggins

12/13

SLASX

Selected American

Ominous wording: “As of January 1, 2014 Kenneth Feinberg will be removed as a portfolio manager” after 15 years

Danton Goei

12/13

NFSAX

State Farm International Index Fund

Shaun Murphy

Steven Santiccioli

12/13

FNAPX

Strategic Advisers Small-Mid Cap Multi-Manager Fund

Alger Asset managers are out as a subadvisor

The rest of the extensive team remains.

12/13

SSMIX

Symons Small Cap Institutional Fund

Richard Foran leaves

Colin Symons remains, and is joined by Matthew Karr.

12/13

RPIBX

T. Rowe Price International Bond

Ian Kelson is stepping back, but not yet retiring

Arif Husain will take the lead and Chris Rothery will remain as a comanager

12/13

PRJPX

T. Rowe Price Japan Fund

M. Campbell Gunn is retiring, citing health issues

Archibald Ciganer will take his place

12/13

TMOAX

Touchstone Mid Cap Value Opportunities

Brett Hawkins

Donald Cleven

12/13

IBALX

Transamerica Multi-Managed Balanced

BlackRock Financial Management is no longer a subadviser to the fund

Aegon USA Investment Management is the new subadviser to the fund

12/13

DVIBX

Transamerica Partners Balanced

BlackRock Financial Management is no longer a subadviser to the fund

Aegon USA Investment Management is the new subadviser to the fund

12/13

DVGCX

Transamerica Partners Core Bond

BlackRock Financial Management is no longer a subadviser to the fund

Aegon USA Investment Management is the new subadviser to the fund

12/13

DVHYX

Transamerica Partners High Yield

Eaton Vance Management is no longer a subadviser to the fund

Aegon USA Investment Management is the new subadviser to the fund

12/13

VEXPX

Vanguard Explorer

Jack Granahan is stepping back, but remains with Granahan Investment Management

The rest of the team, including comanagers Gary Hatton and Jane White, remain on the fund

12/13

VWESX

Vanguard Long-Term Investment Grade

No one, but . . .

The Vanguard Group is added as a secondary adviser to a modest portion of the Fund’s assets.

12/13

WHGSX

Westwood SmallCap Value

Graham Wong leaves the team

Prashant Inamdar joins the team.

12/13

WHGMX

Westwood SMidCap

Graham Wong leaves the team

Prashant Inamdar joins the team.

12/13

WHGPX

Westwood SMidCap Plus

Graham Wong leaves the team

Prashant Inamdar joins the team.

12/13

Ticker

Fund

Out with the old

In with the new

Dt

ADVGX

Advisory Research All Cap Value Fund

Brien O’Brien is no longer a manager

James Langer, Matthew Swaim, and Bruce Zessar remain

11/13

ADVWX

Advisory Research Global Value Fund

Brien O’Brien is no longer a manager

James Langer, Matthew Swaim, Jonathan Brodsky, Drew Edwards, and Marco Priani remain and are joined by Bruce Zessar.

11/13

ADVEX

Advisory Research International All Cap Value Fund

Brien O’Brien is no longer a manager

Jonathan Brodsky, Drew Edwards, and Marco Priani remain

11/13

ADVIX

Advisory Research International Small Cap Value Fund

Brien O’Brien is no longer a manager

Jonathan Brodsky, Drew Edwards, and Marco Priani remain

11/13

ADVNX

Advisory Research Strategic Income Fund

Brien O’Brien is no longer a manager

James Langer and Bruce Zessar remain.

11/13

RALGX

AllianzGI Large Cap Growth Fund

Peter Goetz

The rest of the team remains.

11/13

INDAX

ALPS/Kotak India Growth Fund

Harish Krishan is out.

Nitin Jain remains as the sole portfolio manager.

11/13

ABBYX

American Beacon Small Cap Value II Fund

Robert Milmore leaves the team

Patrick O’Brien joins the team

11/13

AIBAX

American Funds Intermediate Bond Fund of America

David Hoag is off the fund, but remains with the firm

David Lee and Fergus MacDonald will replace him on the team

11/13

AFFAX

American Independence Fusion Fund

Subadvisor Eddystone Capital is out, along with managers Francis Ledwidge and Timothy Voake

In house manager Robert Shea will manage the fund.

11/13

BBHEX

BBH International Equity Fund

Ian Clark and Kenneth Lyall leave the team

Hilda West joins the remaining team members.

11/13

BSRIX

Bishop Street Strategic Growth Fund

Hubert Goye and subadvisor BNP Paribas Asset Management are out.

Subadvisor, Columbia Management Investment Advisers, along with Todd Herget, Thomas Galvin, and Richard Carter, are in

11/13

MIBLX

BNY Mellon Asset Allocation Fund

Jeffrey Mortimer and Bernard Schoenfeld are out

Warren Chiang and Ronald Gala are in.

11/13

MPLCX

BNY Mellon Large Cap Stock

Jeffrey McGrew and Sean Fitzgibbon are out

Warren Chiang and Ronald Gala are in.

11/13

CTSAX

Caritas All-Cap Growth

Brenda Smith is out, as the fund enters an Interim Investment Advisory Agreement with Goodwood Advisors.  Goodwood???

Ryan Thibodeaux and Joshua Pesses are the managers from Goodwood.

11/13

CLLAX

Collins Alternative Solutions Fund

No one, but . . .

Seven Locks Capital Management becomes the sixth subadvisor to the fund

11/13

LACAX

Columbia Acorn

Charles McQuaid is leaving the fund, but remaining with the firm.

Rob Mohn will continue on and will be joined by David Frank in January

11/13

LAUAX

Columbia Acorn USA

No one, but . . .

William Doyle will join manager, Robert Mohn, in January

11/13

CTFAX

Columbia Thermostat

No one, but . . .

Charles McQuaid will be joined by Christopher Olsen in January

11/13

TIEUX

Consulting Group Capital Markets Funds International Equity Investments

Virginie Maisonneuve

The rest of the team remains.

11/13

DSGAX

Dreyfus Select Managers Small Cap Growth Fund

No one, but . . .

Granite Investment Partners and Rich Hall James & Assoc. become new subadvisors to the fund.

11/13

DCEMX

Dunham Emerging Markets Stock

David Schaen

Anthony Craddock, Peter Hill, and Eric Leve

11/13

DCSVX

Dunham Small Cap Value

Troy Dayton and Kris Herrick

John Albert and Kevin Finn

11/13

EVTMX

Eaton Vance Dividend Builder Fund

Judith Saryan is leaving

Charles Gaffney carries on alone

11/13

EVCGX

Eaton Vance Greater China Growth Fund

No one, but . . .

May Ling Wee joins Pamela Chan as a comanager.

11/13

EVGFX

Eaton Vance Multi-Cap Growth Fund

Gerald Moore, G.R. Nelson, and Kwang Kim are out.

Yana Barton and Lewis Piantedosi are in

11/13

EAVSX

Eaton Vance Small Cap Value Fund

Robert Milmore leaves the team

Patrick O’Brien joins team leader, Gregory Greene and and comanager, J. Bradley Ohlmuller

11/13

EACPX

Eaton Vance Tax-Managed Multi-Cap

Gerald Moore, G.R. Nelson, and Kwang Kim are out.

Yana Barton and Lewis Piantedosi are in

11/13

SGGDX

First Eagle Gold Fund

The firm announced the death of manager, Rachel Benepe, who’d been on leave.

Comanager, Matthew McLennan, will take over full management duties.

11/13

FWSBX

First Western Short Duration Bond Fund

Greg Haendel has resigned

Barry Julien will continue on his own

11/13

FLSLX

Forward Credit Analysis Long/Short Fund

Subadvisor, Cedar Ridge Partners

PIMCo will be the new subadvisor, with Joe Deane and David Hammer at the helm

11/13

GWSAX

Gabelli Focus Five Fund

Elizabeth Lilly and Sarah Donnelly have resigned

Dennis Miller remains on the fund

11/13

GEMZX

GuideStone Funds Emerging Markets Equity

AQR Capital Management is out as a subadvisor, along with Jacques Friedman, Oktay Kurbanov, and Lars Nielsen.

Genesis Asset Managers and Genesis Investment Management remain as subadvisors, with Karen Yerburgh, Karen Royden, and Andrew Elder at the helm.

11/13

WHIAX

Ivy High Income Fund

Bryan Krug is leaving the firm to join Artisan Partners and form a new investment team.

William Nelson will take the lead

11/13

JENSX

Jensen Quality Growth

No one, but . . .

Adam Calamar joins as comanager

11/13

CFIPX

Legg Mason Batterymarch Global Equity Fund

Michael McElroy is out.

Joseph Giroux joins Stephen Lanzendorf

11/13

LRRAX

Legg Mason Strategic Real Return

Michael McElroy is out.

Philip Smeaton joins the team

11/13

MSSFX

Litman Gregory Masters Smaller Companies Fund

Rikard Ekstrand has retired.

The rest of the team remains.

11/13

NTCHX

Northern Technology Fund

Matthew Peron is out

Sandeep Soorya joins remaining manager, Deborah Koch.

11/13

OWGOX

Old Westbury Global Opportunities Fund

No one, but . . .

Muzinich & Co becomes the fourth subadvisor to the fund with Michael McEachern joining the management team

11/13

PGAIX

PIMCO Global Multi-Asset

Comanager Saumil Parikh is leaving the fund for other work with the firm

Manager, Mohamed El-Erian, remains, along with Vineer Bhansali and Curtis Mewbourne

11/13

CMNWX

Principal Capital Appreciation

No one, but . . .

Sarah Radecki joins as a comanager

11/13

SFGIX

Seafarer Overseas Growth and Income Fund

William Maeck is no longer an associate portfolio manager

Andrew Foster and Kate Jaquet remain

11/13

TRGFX

T. Rowe Price Global Infrastructure

Susanta Mazumdar is out as the fund prepares to merge into TRP Real Assets

Kes Visuvalingam

11/13

WALLX

The Wall Street Fund

Robert Morse is out after 29 years at the helm

Timothy Evnin and Charles Ryan remain.

11/13

LTCAX

Thornburg CA Limited-Term Municipal

Christopher Ihlefeld has retired

Josh Gonze and Christopher Ryon remain

11/13

LTCAX

Thornburg Intermediate Municipal

Christopher Ihlefeld has retired

Josh Gonze and Christopher Ryon remain

11/13

LTMFX

Thornburg Limited-Term Municipal

Christopher Ihlefeld has retired

Josh Gonze and Christopher Ryon remain

11/13

THNMX

Thornburg NM Intermediate Municipal

Christopher Ihlefeld has retired

Josh Gonze and Christopher Ryon remain

11/13

THNYX

Thornburg NY Intermediate Municipal

Christopher Ihlefeld has retired

Josh Gonze and Christopher Ryon remain

11/13

TSSAX

Thornburg Strategic Municipal Income

Christopher Ihlefeld has retired

Josh Gonze and Christopher Ryon remain

11/13

TMNCX

Turner Market Neutral Fund

Matthew Glaser is off the fund

Robert Turner and David Kovacs take over.

11/13

VAMGX

VALIC Company II Mid Cap Growth

Columbia Management Advisors

Wells Capital Management with Thomas Pence, Michael Smith and Chris Warner

11/13

GBFAX

Van Eck Emerging Markets

Team member Edward Kuczma is leaving the firm to pursue other opportunities

Manager, David Semple remains with team member, Angus Shillington

11/13

VGPMX

Vanguard Precious Metals and Mining

Graham French is stepping down.

Comanager Randeep Sornel is moving up.

11/13

PQSAX

Virtus Quality Small-Cap Fund

Robert Schwarzkopt is out

Julie Kutasov and Craig Stone remain

11/13

EKGAX

Wells Fargo Advantage Global Opportunities fund

No one, but . . .

Bryant VanCronkhite joins the team

11/13

ESPAX

Wells Fargo Advantage Special Small Cap Value Fund

No one, but . . .

Bryant VanCronkhite joins the team

11/13

Ticker

Fund

Out with the old

In with the new

Dt

?????

Advisory Research Small Company Opportunities Fund (Not yet launched)

Matthew Dougherty

Shreekkanth Viswanathan and Paul Galat

10/13

AHSAX

Alger Health Sciences Fund

Maria Liotta

Dan Chung remains as the sole manager

10/13

AMGAX

Alger Mid Cap Growth Fund

Maria Liotta

The rest of the team remains.

10/13

ARDAX

AllianzGI Disciplined Equity

Seung Minn

Steven Berexa

10/13

ACLWX

American Century NT Vista, renamed as American Century NT Heritage

Bryan Unterhalter and Bradley Eixmann

David Hollond and Greg Walsh

10/13

ARTQX

Artisan Mid Cap Value

Scott Satterwhite is planning to retire, in three years

Daniel Kane is now a portfolio manager

10/13

ARTVX

Artisan Small Cap Value

Scott Satterwhite is planning to retire, in three years

Daniel Kane joins the management team

10/13

ARTLX

Artisan Value

Scott Satterwhite is planning to retire, in three years

Daniel Kane is now a portfolio manager

10/13

BELAX

Belvedere Alternative Income

Jonathan Hansen

Keith Pagan

10/13

INDZX

Columbia Diversified Equity Income

No one, but . . .

Russell Bloomfield joins Hugh Mullin

10/13

IGBFX

Columbia Global Bond Fund

No one, but . . .

Jim Cielinski and Matthew Cobon join Nicholas Pifer

10/13

EFIPX

Fidelity Advisor Intermediate Term Bond, now renamed as Fidelity Advisor Limited Term Bond.

Ford O’Neil is off this fund, but remains with Fidelity

David Prothro joins lead manager, Rob Galusza

10/13

FTHRX

Fidelity Intermediate Bond Fund

Ford O’Neil is off this fund, but remains with Fidelity

Robin Foley joins as the lead manager, while Rob Galusza moves to the co-manager role

10/13

FPBFX

Fidelity Pacific Basin

Dale Nicholls, the fund’s most successful and longest-serving manager (2004-13) is out here but remains at International Small Cap

John Dance

10/13

FIISX

First Investors Global

Jeffrey Kripke is out.

The rest of the team remains.

10/13

GSHAX

Goldman Sachs High Yield

Rob Cignarella left the firm

Michael Goldstein becomes the sole manager

10/13

GMAMX

Goldman Sachs Multi-Manager Alternatives Fund

Karsch Capital Management is no longer a subadvisor to the fund.

First Pacific Advisors and Graham Capital Management join the team as subadvisors.

10/13

GISMX

GuideMark Small/Mid Cap Core Fund

Young Chin, Andrew Burzumato, Thorsten Becker, Arun Daniel and Vincent Rivers are off the team

Hamish Clark, Ed Field, Katherine O’Donovan, Chip Perrone and Andrew Swanson join the team.

10/13

IEOAX

Ivy European Opportunities Fund

Thomas Mengel

Robert Nightingale

10/13

IBIAX

Ivy Global Equity Income Fund

Thomas Mengel

Robert Nightingale

10/13

ONIAX

JPMorgan Core Plus Bond

Gary Madich is leaving the fund as a result of his promotion within the firm

Steven Lear joins the remaining team.

10/13

LGILX

Laudus U.S. Large Cap Growth Fund (formerly Laudus Growth Investors U.S. Large Cap Growth)

Subadvisor, UBS Global Management

Subadvisor, BlackRock Investment Management, with Lawrence Kemp, Phil Ruvinsky, Kathryn Mongelli, and Wendy Nickerson.

10/13

AQEGX

LKCM Aquinas Growth

James Orser

Gary Walsh joins Paul Greenwell, James Kerrigan, and David Lehmann

10/13

AQEIX

LKCM Aquinas Value

James Orser

The rest of the team of Paul Greenwell, R. Todd Truitt, and Michael Yeager, remain

10/13

LMVYX

Lord Abbett Micro Cap Value

Bob Fetch who was only there on an interim basis

Tom Maher and Justin Maurer take the lead as the fund reopens to new investors.

10/13

LAVLX

Lord Abbett Mid Cap Stock Fund

Bob Fetch who was only there on an interim basis

Noah Petrucci joins manager Jeff Diamond

10/13

NTFAX

Neiman Tactical Income Fund

Subadvisor PageOne Funds Management and the team of Joseph Area, Edgar Page, and Kyle Webber.

Subadvisor Absolute Capital Management and portfolio manager Phillip Gebben

10/13

NMMLX

Northern Multi-Manager Large Cap

Subadvisor, NWQ Investment Management, is off the team.

Subadvisor, Huber Capital Management, is in.

10/13

PVFAX

Paradigm Value Fund

No one, but . . .

Scott Bruce joins Jonathan Vyorst, Candace King Weir and Amelia Weir.

10/13

PQIZX

PIMCO Dividend and Income Builder

Cliff Remily and Eve Tournier are out.

Daniel Ivascyn and Alfred Murata join Brad Kinkelaar

10/13

PQDAX

PIMCO EqS Dividend

Cliff Remily

Brad Kinkelaar

10/13

PMFIX

PMC Core Fixed Income

Edwin Denson

Wesley Sparks, Andrew Johnson, Brandon Thomas, Thomas Clarke, Brian Singer and Thomas Marthaler carry on.

10/13

POGRX

Primecap Odyssey Growth

Comanager Mitchell Milias, one of the firm’s three founders, will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

POSKX

Primecap Odyssey Stock

Comanager, Mitchell Milias will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

PINCX

Putnam Income Fund

Michael Murphy leaves the team.

Kevin Murphy joins Brett Kozlowski and Michael Salm

10/13

RISCX

Royce European Smaller-Companies Fund

Chuck Royce who, at 73, is down to managing 13 funds and enjoying his recreation of the historic Ocean House hotel

David Nadel and Mark Rayner continue to manage the fund

10/13

ROIMX

Royce International Micro-Cap Fund

Jenifer Taylor

James Harvey and David Nadel are joined by Dilip Badlani

10/13

RYGSX

Royce International Smaller-Companies Fund

Charles Royce

Mark Rayner joins David Nadel and Dilip Badlani

10/13

RFCSX

Russell Strategic Bond

No one, but . . .

Keith Brakebill becomes a comanager.

10/13

FKMOX

Strategic Advisers Value, a Fidelity fund

No one, but . . .

Robeco Investment Management joins the team as the sixth subadvisor

10/13

FDSAX

SunAmerica Focused Dividend Strategy

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

IEAAX

SunAmerica Income Explorer

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

SIEAX

SunAmerica International Dividend Strategy Fund

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

SFVAX

SunAmerica Strategic Value

Bendan Voege

Timothy Pettee and Andrew Sheridan join Timothy Campion

10/13

BNUEX

UBS Global Sustainable Equity

Stephan Maikkula will leave the fund, but not the firm

Bruno Bertocci and Shari Gilfillan

10/13

USISX

USAA Income Fund

Julianne Bass and David N. Pearl will no longer serve as portfolio managers and Grantham, Mayo, Van Otterloo will no longer be a subadvisor

Eric Sappenfield, John Tobin, and Kera Van Valen are being added as portfolio managers

10/13

VPMCX

Vanguard Primecap

Comanager and Primecap founder Mitchell Milias will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

VPCCX

Vanguard Primecap Core

Comanager, Mitchell Milias will be retiring

Theo Kolokotrones, Joel Fried, Mohsin Ansari, and Alfred Mordeai all remain

10/13

WMMAX

Westwood Teton Mighty Mites Fund

No one, but . . .

Paul Sonkin joins the team of Mario Gabelli, Laura Linehan, and Elizabeth Lilly

10/13

WMCIX

William Blair Macro Allocation

Edwin Denson

Brian Singer and Thomas Clarke continue on.

10/13

WRAAX

Wilmington Multi-Manager Alternatives

Steven Owsley and Drew Hayworth, along with subadvisor, Madison Street Partners.

The other seven subadvisors remain

10/13

GVIEX

Wilmington Multi-Manager International

No one, but this brings the team up to 20 managers.  Look at the fund’s returns and ask yourself about the number of cooks and the quality of the broth.

Ralf Scherschmidt joins the team as Oberweis Asset Management becomes the seventh subadvisor to the fund

10/13

Ticker

Fund

Out with the old

In with the new

Dt

BCSIX

Brown Capital Management Small Company

No one, but . . .

Damien Davis joins the team

9/13

CSIFX

Calvert Balanced Portfolio

Matthew Duch and Vishal Khanduja and subadvisor New Amsterdam Partners

Natalie Trunow and Eugene Profit remain.

9/13

GSFTX

Columbia Dividend Income

Richard Dahlberg will retire at the end of the year

Scott Davis remains as manager, with comanagers Michael Barclay and David King

9/13

CBSAX

Columbia Mid Cap Growth Fund

Lawrence W. Lin and Wayne M. Collette

James King and William Chamberlain

9/13

AMVAX

Columbia Mid Cap Value Opportunity

Steve Schroll, Paul Stocking, and Dean Ramos leave the fund to focus on Columbia Dividend Opportunity

Jarl Ginsberg, Christian Stadlinger, and David Hoffman take over

9/13

RRIAX

Columbia Recovery and Infrastructure

Warren Spitz

The team of Peter Santoro, Craig Leopold, Tom West, and Kirk Moore take over.

9/13

SHGTX

Columbia Seligman Global Technology Fund

Benjamin Lu

The rest of the team remains.

9/13

CHLAX

Compass EMP Long/Short Strategies

No one, but . . .

Dan Banaszak joins Rob Bateman and Stephen Hammers

9/13

FNIAX

Fidelity Advisor New Insights

No one, but . . .

John Roth joins Will Danoff as a comanager, some speculate that he might be Danoff’s eventual successor.

9/13

FMELX

Fidelity Strategic Advisers Growth Multi-Manager Fund

No one, but . . .

Massachusetts Financial Services Company becomes the fifth subadvisor to the fund, adding Matthew Krummell to the team.

9/13

FISSX

First Investors Special Situations

Jonathan Vyorst and Jason Ronovech

Steven Hill

9/13

GREZX

GuideStone Real Estate Securities Fund

Jerry Ehlinger

Joseph D. Fisher, David W. Zonavetch, Mark Abramsom, Daniel Ekins, John Hammond, Timothy J. Pire, Chris Robinson, and John White

9/13

IASMX

Guinness Atkinson Asia Focus Fund

James Weir

Edmund Harriss remains

9/13

GAADX

Guinness Atkinson Asia Pacific Dividend Fund

James Weir

Edmund Harriss remains

9/13

ICHKX

Guinness Atkinson China & Hong Kong Fund

James Weir

Edmund Harriss remains

9/13

GAGEX

Guinness Atkinson Global Energy

Ian Mortimer 

Jonathan Waghorn joins Timothy Guinness and Will Riley

9/13

IHYAX

ING High Yield Bond Fund

No one, but . . .

Rick Cumberledge joins Randall Parrish and Matthew Toms

9/13

IICFX

ING International Core Fund

Subadvisor, Thornburg Investment Management

After a short “transition period,” Wellington Management Company will be the sole sub-adviser

9/13

ACPSX

Invesco Core Plus Bond

Eric Lindenbaum leaves the team

Jack Deino and Joseph Portera join the team

9/13

IAEMX

Invesco Emerging Market Local Currency Debt Fund

Eric Lindenbaum leaves

Joseph Portera joins

9/13

PIAFX

Invesco Premium Income

Eric Lindenbaum leaves the team

Joseph Portera joins the team

9/13

IGNAX

Ivy Global Natural Resources

Fred Sturm retired

In house manager, David Ginther, takes the helm.

9/13

JHAMX

John Hancock Global Real Estate Fund

Jerry Ehlinger

Joseph Fisher and David Zonavetch join the team

9/13

LGILX

Laudus Growth Investors U.S. Large Cap Growth Fund

Paul A. Graham, who will be retiring at the end of the year.

Daniel Neuger joins Peter Bye as a portfolio manager

9/13

LGILX

Laudus Growth Investors U.S. Large Cap Growth 

Paul Graham will be retiring

Daniel Neuger joins the team.

9/13

LRSCX

Lord Abbett Small Cap Value

Bob Fetch who was only there on an interim basis

Tom Maher and Justin Maurer take the lead as the fund reopens to new investors.

9/13

MPASX

MassMutual Premier Strategic Emerging Markets Fund

William Palmer

Staffan Lindfeldt

9/13

MRWAX

MassMutual Select Small Company Growth

Todd Wakefield and Robert Zeuthen

Kenneth A. Korngiebel 

9/13

MERDX

Meridian Growth

Jamie England and Larry Cordisco leave the fund, but not the firm.

Chad Meade and Brian Schaub, of Arrowpoint, take over with the assistance of William Tao

9/13

LSEAX

Persimmon Long/Short Fund

Subadvisers, Inflection Partners and Open Field Capital, are out

The other subadvisers remain.

9/13

PEMIX

PIMCO Emerging Markets Corporate Bond 

Brigitte Posch

Michael Gomez takes the lead

9/13

LCEMX

Pioneer Emerging Markets Local Currency Debt Fund

No one, but . . .

Esther Law joins Hakan Aksoy

9/13

PGBAX

Principal Global Diversified Income Fund

No one, but . . .

In November, Colonial First State Asset Management (Australia) Limited will join as an additional subadvisor

9/13

OMOAX

SkyView Macro Opportunities Fund

Hilde J. Hovnanian

The rest of the team remains.

9/13

TCOEX

Tactical Offensive Equity Fund

9/13

BNIEX

UBS International Equity 

Nicholas Irish and Stephan Maikkula will leave the fund, but not the firm

Bruno Bertocci and Shari Gilfillan

9/13

WTIBX

Westcore Plus Bond

Lisa Snyder is stepping down as co-portfolio manager, but remaining with the firm.

Mark McKissick remains

9/13

SGVAX

Western Asset Mortgage Backed Securities Fund

Stephen Fulton is stepping down now, and Stephen Walsh will be stepping down in March, 2014.

Anup Agarwal and Bonnie Wongtrakool will join the fund when Mr. Fulton leaves. S. Kenneth Leech will join the fund in March, upon Mr. Walsh’s departure.

9/13

WAUAX

Western Asset Total Return Unconstrained Fund

No one, but . . .

Stephen A. Walsh, Michael C. Buchanan, Keith J. Gardner, S. Kenneth Leech, Dennis J. McNamara, and Christopher Orndorff

9/13

Ticker

Fund

Out with the old

In with the new

Dt

TWCIX

American Century Select

No one, but . . .

Analyst Chris Krantz is promoted to comanager.

8/13

TWCUX

American Century Ultra

No one, but . . .

Analyst Jeff Bourke is promoted to comanager.

8/13

BACHX

BlackRock Emerging Markets Dividend

Andrew Swan, under whom the fund remained microscope and wan, is out

Dhiren Shah and Luiz Soares

8/13

CEIAX

Calvert Equity Income Fund

No one, but . . .

Natalie Trunow joins the team.

8/13

CGOIX

Century Growth Opportunities Fund

David Borah

Donald Bisson remains

8/13

DSGAX

Dreyfus Select Managers Small Cap Growth Fund

Subadvisor King Investment Advisors.

The other five subadvisers remain.

8/13

MIDVX

DWS Mid Cap Value

Subadvisor Dreman Value Management is out.

The in-house team of Richard Glass, Richard Hanlon, and Mary Schafer, will take over.

8/13

RRRAX

DWS RREEF Real Estate Securities

Jerry W. Ehlinger

Joseph Fisher and David Zonavetch join John Robertson and John Vojticek

8/13

KDSAX

DWS Small Cap Value

Subadvisor Dreman Value Management is out.  DVM is another of those guru-driven firms that’s been spiraling steadily down.

The in-house team of Richard Glass, Richard Hanlon, and Mary Schafer, will take over.

8/13

ETTGX

Eaton Vance Tax-Managed Growth Fund 1.1

Duncan Richardson will be retiring as of Oct. 31st

The rest of the team, Lewis R. Piantedosi, Michael A. Allison and Yana S. Barton, remains.

8/13

EXTGX

Eaton Vance Tax-Managed Growth Fund 1.2

Duncan Richardson will be retiring as of Oct. 31st

The rest of the team, Lewis R. Piantedosi, Michael A. Allison and Yana S. Barton, remains.

8/13

FDEGX

Fidelity Growth Strategies Fund

Christopher Lee

Jean Park 

8/13

FSESX

Fidelity Select Energy Service

No one, but . . .

Ben Shuleva joins Jonathan Kasen

8/13

FPRAX

FPA Paramount

Steven Geist and Eric Ende are stepping down after 13 years as part of a strategy change

Gregory Herr and Pierre Py move into the lead.

8/13

FPPFX

FPA Perennial

No one, but . . .

Gregory Herr will join existing managers Eric Ende and Steven Geist

8/13

GCIAX

Goldman Sachs International Equity Insights

Nellie Bronner

Osman Ali and Takashi Suwabe will join the team.

8/13

GICAS

Goldman Sachs International Small Cap Insights

Nellie Bronner

Osman Ali and Takashi Suwabe will join the team.

8/13

SEQAX

Guggenheim World Equity Income

The Rydex team of Michael Byrum, Michael Dellap, and Ryan Harder

Ole Jakob Wold, Farhan Sharaff, Scott Hammond, and Nardin Baker.

8/13

GSCYX

Guidestone Small Cap Equity Fund

Chris Diegelman, one of the managers from sub-advisor Western Asset

The rest of the 15 person, 6 sub-advisor team remains.

8/13

XXXXX

ING Index Solution 2015 Portfolio, ING Index Solution 2020 Portfolio, ING Index Solution 2025 Portfolio, ING Index Solution 2030 Portfolio, ING Index Solution 2035 Portfolio, ING Index Solution 2040 Portfolio, ING Index Solution 2045 Portfolio, ING Index Solution 2050 Portfolio, ING Index Solution 2055 Portfolio, ING Index Solution Income Portfolio, ING Retirement Solution 2020 Fund, ING Retirement Solution 2025 Fund, ING Retirement Solution 2030 Fund, ING Retirement Solution 2035 Fund, ING Retirement Solution 2040 Fund, ING Retirement Solution 2045 Fund, ING Retirement Solution 2050 Fund, ING Retirement Solution 2055 Fund, ING Retirement Solution Income Fund, ING Solution 2015 Portfolio, ING Solution 2020 Portfolio, ING Solution 2025 Portfolio, ING Solution 2030 Portfolio, ING Solution 2035 Portfolio, ING Solution 2040 Portfolio, ING Solution 2045 Portfolio, ING Solution 2050 Portfolio, ING Solution 2055 Portfolio, ING Solution Aggressive Portfolio, ING Solution Balanced Portfolio, ING Solution Conservative Portfolio, ING Solution Income Portfolio, ING Solution Moderately Aggressive Portfolio, and ING Solution Moderately Conservative Portfolio

Heather Hackett is out.  The legal filing fees alone must surely have approached the amount of her salary; her departure triggered something let seven separate sets of SEC filings.

Frank van Etten is taking her place

8/13

LETRX

ING Russia Fund

Angus Alexander Robertson

Renat Nadyukov

8/13

JXBAX

JPMorgan Access Balanced Fund

Subadvisors FMI, Osterweis, and Shenkman are out.

The other five subadvisers remain.

8/13

JXGAX

JPMorgan Access Growth Fund

Subadvisors FMI, Osterweis, and Shenkman are out.

The other five subadvisers remain.

8/13

LAALX

Leuthold Asset Allocation

Eric Weigal is out and the fund is about to dissolve.

The rest of the team remains.

8/13

LSLTX

Leuthold Select Industries Fund

Eric Weigal

Greg Swenson joins the team

8/13

MIMFX

Managers Micro-Cap Fund

No one, but . . .

Arthur K. Weise joins the team.

8/13

MFWTX

MFS Global Total Return

No one, but . . .

Pilar Gomez-Bravo and Robert Persons will join the team

8/13

NABAX

Neuberger Berman Absolute Return Multi-Manager Fund

No one, but . . .

Loeb Arbitrage Management is a new subadviser to the fund, with Gideon King, Scott Williams, Blaine Marder, Adam Weingarten and Brian Anderson running their sleeve.

8/13

EMGRX

Nuveen Small Cap Select

No one, but . . .

Mark Traster move into lead manager role, and Gregory Ryan joins Allen Steinkopf as comanager

8/13

NTEAX

Nuveen Tradewinds Emerging Markets

Michael Hart, a founding manager of this one-star mess

Emily Alejos, the other founder, will serve as the sole portfolio manager

8/13

OAAAX

Oppenheimer Active Allocation Fund

Alan C. Gilston

Mark Hamilton

8/13

OACIX

Oppenheimer Conservative Investor Fund

Alan C. Gilston

Mark Hamilton

8/13

ODAAX

Oppenheimer Diversified Alternatives Fund

Alan C. Gilston

Mark Hamilton

8/13

OAAIX

Oppenheimer Equity Investor Fund

Alan C. Gilston

Mark Hamilton

8/13

OAMIX

Oppenheimer Moderate Investor Fund

Alan C. Gilston

Mark Hamilton

8/13

PAGVX

Putnam American Government Income Fund

Daniel S. Choquette

Michael V. Salm 

8/13

PINCX

Putnam Income Fund

Daniel S. Choquette

Michael Murphy joins Brett Kozlowski and Michael Salm

8/13

PGSIX

Putnam U.S. Government Income Trust

Daniel S. Choquette

Michael V. Salm 

8/13

BPLEX

Robeco Boston Partners Long/Short Equity Fund

Mark E. Donovan  leaves after a great 15 year stint

Ali Motamed, who’s been with Robeco since 2003,  joins Robert Jones

8/13

SSVAX

SunAmerica Value Fund

Steven Neimeth

Jay Merchant

8/13

LCGAX

Transamerica Large Cap Growth

James P. Haynie

Pamela Woo joins Jeffrey Bray

8/13

TTAAX

Transamerica Tactical Allocation

Sridip Mukhopadhyaya

Frank Koster joins David Halfpap and Frank Rybinski

8/13

IGTAX

Transamerica Tactical Income

Sridip Mukhopadhyaya

Frank Koster joins David Halfpap and Frank Rybinski

8/13

ATTRX

Transamerica Tactical Rotation

Sridip Mukhopadhyaya

Frank Koster joins David Halfpap and Frank Rybinski

8/13

FOBAX

Tributary Balanced

John Harris and Kurt Spieler left after an exceedingly solid three year stint

David Jordan, skipper from 2001-2010 returns

8/13

VSSGX

VALIC Company I Small-Mid Growth

Chad Meade and Brian Schaub, who left Janus for Arrowpoint and leadership of the Meridian Growth fund

Steven Barry and Jeffrey Rabinowitz

8/13

VEXPX

Vanguard Explorer

No one, but . . .

A seventh subadvisor, Stephens Investment Group, with Ryan Crane and three comanagers.

8/13

FMIEX

Wasatch Large Cap Value

Long-term managers Michael Shinnick, now, and Ralph Shive at the end of September

David R. Powers

8/13

WFGBX

Wells Fargo Advantage Growth Balanced Fund

The entire Wells Capital Management, Inc. team of  Doug Beath, Petros Bocray and Jeffrey P. Mellas

Christian Chan and Kandarp Acharya

8/13

WFMAX

Wells Fargo Advantage Moderate Balanced Fund

The entire Wells Capital Management, Inc. team of  Doug Beath, Petros Bocray and Jeffrey P. Mellas

Christian Chan and Kandarp Acharya

8/13

WRAIX

Wilmington Multi-Manager Alternatives

Daniel Keating

Everyone else remains.

8/13

Ticker

Fund

Out with the old

In with the new

Dt

BJGQX

Aberdeen Global Select Opportunities Fund

The former Artio team

Stephen Docherty, Bruce Stout, Jamie Cumming, and Samantha Fitzpatrick

7/13

BJBIX

Aberdeen Select International Equity

The former Artio team

Stephen Docherty, Bruce Stout, Jamie Cumming, and Samantha Fitzpatrick

7/13

JETAX

Aberdeen Select International Equity II

The former Artio team

Stephen Docherty, Bruce Stout, Jamie Cumming, and Samantha Fitzpatrick

7/13

MDLHX

BlackRock Large Cap Growth

Christopher Leavy

Peter Stournaras remains as the sole manager

7/13

BBSOX

BlackRock Short Obligations

No one, but . . .

Eric Hiatt joins Richard Mejzak

7/13

BBUSX

BlackRock Ultra-Short Obligations

No one, but . . .

Richard Mejzak joins Eric Hiatt

7/13

INDZX

Columbia Diversified Equity Income

Steve Schroll, Paul Stocking, and Dean Ramos are leaving the fund, not the company.

Hugh Mullin

7/13

CAGLX

Cornerstone Advisors Global Public Equity

TCW Investment Management Company

Numeric Investors with Jayendran Rajamony and Joe Schirripa

7/13

AAAPX

DWS Alternative Asset Allocation

No one, but . . .

Benjamin Pace joins the team

7/13

DDMAX

DWS Diversified Market Neutral

Russell Shtern

Graham Kitchen, Timothy Heffernan, Owen Fitzpatrick, Pankaj Bhatnagar, and Chris Umscheid

7/13

MGINX

DWS Global Equity Fund

Russell Shtern

Sebastian Werner, Nils E. Ernst, and Martin Berberich

7/13

SPBAX

DWS LifeCompass 2015

Ellen Tesler 

Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar

7/13

SPGRX

DWS LifeCompass 2020

Ellen Tesler 

Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar

7/13

PLUSX

DWS LifeCompass 2030

Ellen Tesler 

Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar

7/13

TGTAX

DWS LifeCompass 2040

Ellen Tesler 

Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar

7/13

SCPCX

DWS LifeCompass Retirement

Ellen Tesler 

Darwei Kung, Louis Cucciniello, and Pankaj Bhatnagar

7/13

SELAX

DWS Select Alternative Allocation

No one, but . . .

Benjamin Pace joins the team

7/13

HRCPX

Eagle Capital Appreciation

Timothy Leahy and Stephen Becker were excused from this long-term laggard

Edward Wagner, David Pavan, Stacey Nutt, and Frank Feng

7/13

EABSX

Eaton Vance Tax Advantaged Bond Strategy Short-Term

Brian Clouser

Devin Cooch joins James Evans and Brian Barney

7/13

EAEAX

Eaton Vance Tax-Managed Equity Asset Allocation 

Duncan Richardson is retiring on Oct. 31, 2014

New manager to be announced.

7/13

CAPEX

Eaton Vance Tax-Managed Growth

Duncan Richardson is retiring on Oct. 31, 2013

The rest of the team, Lewis Piantedosi, Michael Allison, and Yana Barton will continue on.

7/13

FABLX

Fidelity Advisor Balanced 

John Avery and Nathan Strik

Jonathan Kasen and Monty Kori join the rest of the team.

7/13

FSAVX

Fidelity Select Automotive 

Michael Weaver

Annie Rosen

7/13

FSPCX

Fidelity Select Insurance 

No one, but . . .

Peter Deutsch joins Court Dignan as a comanager

7/13

FSNGX

Fidelity Select Natural Gas

Ryan Oldham

Ted Davis remains as the sole manager.

7/13

FPHAX

Fidelity Select Pharmaceuticals

Andrew Oh, who left to found Viabay Capital.

Asher Anolic remains as the sole manager.

7/13

FSAEX

Fidelity Series All-Sector Equity 

Monty Kori and Nathan Strik

Jonathan Kasen joins the rest of the team.

7/13

FBMAX

Fidelity Series Broad Market Opportunities 

Benjamin Hesse

Longtime Fidelity manager, Christopher T. Lee joins the cast of thousands

7/13

GSMAX

Goldman Sachs Small/Mid Cap Growth

No one, but . . .

Craig Glassner joined Steven Barry and Jeffrey Rabinowitz as a comanager

7/13

HAIGX

Harbor International Growth

Marsico is out (there’s a familiar refrain), along with Munish Malhotra and James Gendelman

Baillie Gifford Overseas is in, along with Gerard Callahan, Iain Campbell, and Joseph Faraday

7/13

HDVAX

Hartford Diversified International

Cheryl Duckworth and Theodore Jayne

Gregg Thomas and Tara Connolly Stilwell

7/13

IUAAX

ING Invesco Equity and Income Portfolio

Mark Laskin

The rest of the team remains

7/13

IEDAX

ING Large Cap Value

No one, but . . .

Vincent Costa joins Robert Kloss and Christopher Corapi

7/13

IGFAX

ING Morgan Stanley Global Franchise Portfolio

John S. Goodacre

The rest of the team remains

7/13

INGIX

ING U.S. Stock Index Portfolio 

Vincent Costa leaves for ING Large Cap Value

Kai Yee Wong joins Steve Wetter as comanager

7/13

AACFX

Invesco China

May Lo has left Invesco

Joseph Tang remains

7/13

SMMIX

Invesco Summit

Ryan Amerman 

Ido Cohen

7/13

IVDAX

Ivy Dividend Opportunities

David Ginther

Cynthia Prince-Fox 

7/13

IGNAX

Ivy Global Natural Resources

Frederick Sturm 

David P. Ginther

7/13

JIPAX

JHancock Strategic Income Opportunities

John Iles retired

Daniel Janis III and Thomas Goggins will remain

7/13

JIERX

JPMorgan International Equity

No one, but . . .

Shane Duffy joined James Fisher and Thomas Murray

7/13

MAPOX

Mairs & Power Balanced

No one, yet. But, in anticipation of his retirement next December, Bill Frels is stepping back to the comanager role.

No one, long-time #2 guy Ron Kaliebe is stepping up to the lead manager role.

7/13

MPGFX

Mairs & Power Growth

No one, yet. But, in anticipation of his retirement next December, Bill Frels is stepping back to a comanager role.

No one, long-time #2 guy Mark Henneman is stepping up to the lead manager role.

7/13

MAPIX

Matthews Asia Dividend Investor

Jesper Madsen is leaving the world of finance on Oct. 31, 2013.

Comanager Yu Zhang has moved up and is joined by CIO Robert Horrocks

7/13

MCDFX

Matthews China Dividend

Jesper Madsen is leaving the world of finance on Oct. 31, 2013.

The rest of the team remains

7/13

MZCSX

Muzinich Credit Opportunities Fund

Clinton Comeaux and Bryan Petermann

Michael McEachern is the sole manager

7/13

NGLAX

Neuberger Berman Global Allocation

Bobby T. Pornrojnangkool

The rest of the team remains

7/13

MBAPX

Praxis Genesis Balanced

No one, but . . .

Benjamin Bailey and Delmar King will join Chad Horning

7/13

MCONX

Praxis Genesis Conservative

No one, but . . .

Benjamin Bailey and Delmar King will join Chad Horning

7/13

MGAFX

Praxis Genesis Growth

No one, but . . .

Benjamin Bailey and Delmar King will join Chad Horning

7/13

MGNDX

Praxis Growth Index

No one, but . . .

Dale Snyder will join Chad Horning

7/13

MVIAX

Praxis Value Index

No one, but . . .

Dale Snyder will join Chad Horning

7/13

RNHIX

RiverNorth/Oaktree High Income Fund

No one, but . . .

Shannon Ward joins as an Oaktree comanager

7/13

RLDAX

RS Low Duration Bond 

No one, but . . .

Leslie Barbi and John Gargana joined Howard Chin and Robert J. Crimmins Jr.

7/13

TEMFX

Templeton Foreign

Matthew Nagle leaves in name only.

The rest of the team remains

7/13

TEPLX

Templeton Growth

Matthew Nagle leaves in name only.

The rest of the team remains

7/13

TEMWX

Templeton World

Matthew Nagle leaves in name only.

The rest of the team remains

7/13

DIMGX

Transamerica Partners Institutional Mid Growth

Michael Iacono, Clifford G. Fox, and Katerina Wasserman

Howard B. Aschwald

7/13

DISEX

Transamerica Partners Institutional Small Core

Charles Ko, Michael Abata, and Andrew Waisburd

Eoin E. Middaugh and D.Kevin McCreesh

7/13

DVMGX

Transamerica Partners Mid Growth

Michael Iacono, Clifford G. Fox, and Katerina Wasserman

Howard B. Aschwald

7/13

DVPEX

Transamerica Partners Small Core

The entire existing team

Eoin E. Middaugh and D.Kevin McCreesh

7/13

VTMFX

Vanguard Tax-Managed Balanced

Michael Kobs

James D’Arcy

7/13

PDIAX

Virtus Growth and Income

Carlton Neel and David Dickerson

Robert Wang and Russell Shtern

7/13

WDVAX

Waddell & Reed Dividend Oppurtunities

David Ginther

Cynthia Prince-Fox 

7/13

Ticker

Fund

Out with the old

In with the new

Dt

ALGAX

Alger International Growth

Dan C. Chung, who returned to Alger as the firm’s savior in the wake of its devastation in the WTC attack

Pedro V. Marcal 

6/13

ADJEX

Azzad Ethical Fund 

Joseph Pappo is out

Christian J. Greiner replaces him on the team

6/13

MDCPX

BlackRock Balanced Capital

Chris Leavy is taking medical leave to focus on his health issues

Comanager Peter Stournaras will remain

6/13

MALRX

BlackRock Large Cap Core 

Chris Leavy is taking medical leave to focus on his health issues

Comanager Peter Stournaras will remain

6/13

MALVX

BlackRock Large Cap Value

Chris Leavy is taking medical leave to focus on his health issues

Comanager Peter Stournaras will remain

6/13

BGSAX

BlackRock Science & Technology

Jean M. Rosenbaum 

Tony Kim will join comanager Erin Xie

6/13

BMEAX

BlackRock U.S. Opportunities Portfolio

Jean M. Rosenbaum 

Nigel Hart and Ian Jamieson join Thomas Callan

6/13

BEMAX

Brandes Emerging Markets Fund

Al Chan

The rest of the team remains

6/13

BUFOX

Buffalo Emerging Opportunities

Grant Sarris has left

Craig Richard joins John Bichelmeyer

6/13

BUFMX

Buffalo Mid Cap

Grant Sarris has left

Kent Gasaway and Robert Male remain.

6/13

BUFSX

Buffalo Small Cap

Grant Sarris has left

Kent Gasaway and Robert Male remain.

6/13

NIVLX

Columbia International Value

Shingo Omura, Luiz G. Sauerbronn and Jeffrey Germaine

Colin Moore and Fred Copper of Columbia Management Investment Advisers

6/13

CMUAX

Columbia Mid Cap Value Fund

Lori Ensinger

Diane Sobin joins David Hoffman.

6/13

AAAAX

DWS Alternative Asset Allocation A

Ellen Tesler, Thomas Picciochi, and Robert Wang

Pankaj Bhatnagar and Darwei King

6/13

SELAX

DWS Select Alternative Allocation

Ellen Tesler, Thomas Picciochi, and Robert Wang

Pankaj Bhatnagar and Darwei King

6/13

FFRAX

Fidelity Advisor Floating Rate

Christine McConnell 

Eric Mollenhauer, who has been running the internal (Fidelity Series) floating high rate fund for a couple years

6/13

FSLBX

Fidelity Select Brokerage & Investment Management

Benjamin Hesse

Journeyman Fidelity manager, Christopher Lee, takes over

6/13

FIDSX

Fidelity Select Financial Services

Benjamin Hesse

Longtime Fidelity manager, Christopher Lee, takes over

6/13

FPACX

FPA Crescent Fund

No one, but . . .

Mark Landecker and Brian Selmo join Steven Romick

6/13

GIDAX

Goldman Sachs International Equity Dividend and Premium

Donald Mulvihill has retired

Gary Chropuvka joins remaining manager, Monali Vora.

6/13

GRPOX

Goldman Sachs Retirement Portfolio Completion

Donald Mulvihill has retired

Gary Chropuvka

6/13

GSSMX

Goldman Sachs Small Cap Value

John Kelly Flynn is out.

Robert Crystal, Sally Davis, and Sean Butkus

6/13

GATMX

Goldman Sachs Structured International Tax-Managed Equity

Donald Mulvihill has retired

Gary Chropuvka joins remaining managers, Monali Vora and Ron Hua.

6/13

GCTAX

Goldman Sachs Structured Tax-Managed Equity

Donald Mulvihill has retired

Gary Chropuvka joins remaining managers, Monali Vora and Ron Hua.

6/13

GSPAX

Goldman Sachs U.S. Equity Dividend and Premium Fund

Donald Mulvihill has retired

Gary Chropuvka joins remaining manager, Monali Vora.

6/13

GGEYX

GuideStone Funds Growth Equity

No one, but . . .

Kenneth Stuzin has joined the team

6/13

GSCYX

GuideStone Funds Small Cap Equity

No one, but . . .

Lance James joins the team

6/13

INGBX

ING Global Bond

Robert Robis

Michael Mata, Christine Hurtsellers, and new manager Brian Timberlake will manage the strategy

6/13

IIBAX

ING Intermediate Bond

Michael Mata

Christine Hurtsellers and Matthew Toms

6/13

IASBX

ING Short Term Bond

Michael Mata

Christine Hurtsellers and Matthew Toms

6/13

ACEIX

Invesco Equity and Income

Mark Laskin

Thomas Bastian, James Roeder, Sergio Marcheli, and Mary Jayne Maly will continue on

6/13

ACGIX

Invesco Growth and Income

Mark Laskin

Thomas Bastian, James Roeder, Sergio Marcheli, Mary Jayne Maly and Charles Burge will continue on

6/13

EXGAX

JPMorgan Ex-G4 Currency Strategies

Jon Jonsson

comanager Iain Stealey will remain

6/13

JCIAX

JPMorgan International Currency Income

Jon Jonsson

comanager Iain Stealey will remain

6/13

KMCVX

Keeley Mid Cap Value Fund

No one, but . . .

Kevin Chin joins the Keeley’s as a comanager

6/13

LAFFX

Lord Abbett Affiliated

Dan Frascarelli leaves the fund but not the firm

Walter Prahl and Rick Ruvkun

6/13

LRLCX

Lord Abbett Classic Stock

Dan Frascarelli and Randy Reynolds

Walter Prahl and Rick Ruvkun

6/13

LMVYX

Lord Abbett Micro Cap Value

Gerard Heffernan, Jr has been fired

Robert P. Fetch returns, temporarily

6/13

LRSCX

Lord Abbett Small Cap Value

Gerard Heffernan, Jr has been fired

Robert P. Fetch returns, temporarily

6/13

LSOFX

LS Opportunity Fund

No one, but . . .

Chris Hillary joins Jim Hillary as a co-portfolio manager

6/13

OALGX

Optimum Large Cap Growth

Subadvisor Marsico Capital Management

The other subadvisors remain.

6/13

PURAX

Prudential Global Real Estate

No one, but . . .

Michael Gallagher joined the team of Marc Halle, Rick Romano, and Gek Lang Lee

6/13

PJEAX

Prudential U.S. Real Estate 

No one, but . . .

Michael Gallagher joined the team of Marc Halle, Rick Romano, and Gek Lang Lee

6/13

RGESX

Russell Global Equity

Matthew Beardsley leaves the fund but not the firm

Philip Hoffman

6/13

RINTX

Russell International Developed Markets

Matthew Beardsley leaves the fund but not the firm

Philip Hoffman

6/13

SANAX

Sandalwood Opportunity

Mihir Meswani

A dozen other managers remain on the little fund.

6/13

SCARX

SCA Absolute Return Fund

Mark Myers and subadvisor Inflection Partners are out.

Subadvisor V2 Capital, is in. “V2” is less “Nazi super weapon” and more “Victor Viner,” the firm’s founder.

6/13

SCADX

SCA Directional Fund

Mark Myers and subadvisor Inflection Partners are out.

Subadvisor V2 Capital, is in.

6/13

SWANX

Schwab Core Equity

Paul Davis is going out on his own.

Wei Li has been promoted to comanager alongside Jonas Svallin

6/13

SWDSX

Schwab Dividend Equity

Paul Alan Davis

Wei Li joins Jonas Svallin

6/13

SWFFX

Schwab Financial Services

Paul Alan Davis

Wei Li joins Jonas Svallin

6/13

SWASX

Schwab Global Real Estate

Paul Alan Davis

Jonas Svallin continues on.

6/13

SWHEX

Schwab Hedged Equity

Paul Alan Davis

Wei Li joins Jonas Svallin

6/13

SICNX

Schwab International Core Equity

Paul Alan Davis

Wei Li joins Jonas Svallin

6/13

SWLSX

Schwab Large-Cap Growth

Paul Alan Davis

Wei Li joins Jonas Svallin

6/13

SWSCX

Schwab Small-Cap Equity

Paul Alan Davis

Wei Li joins Jonas Svallin

6/13

SSAIX

SSgA International Stock Selection Fund

Didier Rosenfeld 

Adel Daghmouri joins Stuart Hall

6/13

SPSAX

Sterling Capital Small Cap Value

Eduardo A. Brea

Robert Bridges and Robert Weller

6/13

TGIFX

TacticalShares Dynamic Allocation Fund

John Hastings

The rest of the team remains

6/13

TGGIX

TCW Growth

Anthony Valencia leaves the team

Jason S. Maxwell joins the team

6/13

VPDAX

Vantagepoint Diversifying Strategies Fund

No one, but . . .

Pars has been added as a portfolio manager to the Calamos managed portion of the fund

6/13

GVIEX

Wilmington Multi-Manager International

Acadian Asset Management is no longer a subadvisor

The multi other subadvisors remain.

6/13

WRAAX

Wilmington Rock Maple Alternatives

Water Island Capital is no longer a subadvisorand Nicolas Edney is no longer a portfolio manager.

The rest of the team remains

6/13

Ticker

Fund

Out with the old

In with the new

Dt

ALTFX

AllianceBernstein Global Thematic Growth 

Catherine Wood and Joseph Carson

Amy Raskin and Vadim Zlotnikov are joined by Daniel Roarty and Tassos Stassopoulos

5/13

AWPAX

AllianceBernstein International Growth Fund

Robert Alster and William Johnston

Amy Raskin joins Daniel Roarty and Tassos Stassopoulos

5/13

ARDNX

Arden Alternative Strategies Fund

No one, but . . .

D.E. Shaw Investment Management will be a new sub-advisor to the fund.

5/13

ARFFX

Ariel Focus Fund

Tom Fidler, a founding co-manager

Charles Bobrinskoy is now the sole manager

5/13

CSGEX

BlackRock Small Cap Growth Equity

Andrew Leger and Andrew F. Thut

Travis Cooke 

5/13

MDSWX

BlackRock Small Cap Growth II

Andrew Leger and Andrew F. Thut

Travis Cooke 

5/13

BRBPX

Bridgeway Managed Volatility

No one, but . . .

Elena Khoziaeva and Michael Whipple join John Montgomery and Richard Cancelmo

5/13

BOSVX

Bridgeway Omni Small-Cap Value

Rasook Shaik is no longer a comanager, but remains with the firm

Elena Khoziaeva and Michael Whipple join John Montgomery and Christine Wang

5/13

NIIAX

Columbia Multi-Advisor International Equity

Marsico Capital Management, which continues its Artio-like spiral

Threadneedle International and in-house managers will take over

5/13

SUWAX

DWS Core Equity 

Subadvisor QS Investors

Owen Fitzpatrick

5/13

DBISX

DWS Diversified International Equity

Subadvisor QS Investors

Nils Ernst, Martin Berberich, and Sebastian Werner

5/13

SZCAX

DWS Small Cap Core 

Subadvisor QS Investors

Joseph Axtell

5/13

IHIAX

Federated Emerging Market Debt 

Roberto Sanchez-Dahl and Paolo Valle

Ihab Salib

5/13

FSMVX

Fidelity Mid Cap Value

Bruce Dirks 

Court Dignan

5/13

FPHAX

Fidelity Select Pharmaceuticals

Andrew Oh

Asher Anolic 

5/13

PISRX

Forward International Small Companies

Michael McLaughlin

The rest of the team remains

5/13

FPPTX

FPA Capital

Rikard Ekstrand will retire at the end of the year for “family health reasons”

Comanager, Dennis Bryan, will take over with help from new associate manager, Arik Ahitov

5/13

HIIGX

Harbor International Growth

Marisco Capital Management, with James Gendelman

Ballie Gifford Overseas is a new subadvisor

5/13

HINVX

Heartland International Value

No one, but . . .

Robert Sharpe is a new comanager

5/13

HRTVX

Heartland Value

Will Nasgovitz is no longer portfolio manager as he steps up to the CEO role.

His dad, Bill Nasgovitz, remains as manager

5/13

IVSAX

Ivy Global Bond

Daniel Vrabac will be retiring

Mark Beischel will remain as the sole manager

5/13

JACTX

Janus Forty

Ron Sachs, though no one is saying why

Douglas Rao bids a fond farewell to Marsico

5/13

JDGAX

Janus Fund

Jonathan Coleman

Barney Wilson remains

5/13

JATTX

Janus Triton

Chad Meade and Brian Schaub, who are joining other Janus defectors at Arrowpoint

Jonathan Coleman

5/13

JAVLX

Janus Twenty

Ron Sachs

Marc Pinto

5/13

JAVTX

Janus Venture

Chad Meade and Brian Schaub

Jonathan Coleman

5/13

JAAAX

John Hancock Alternative Asset Allocation Fund

Steve Orlich

Scott McIntosh, Nathan Thooft, and Marcelle Daher join the team

5/13

JHNBX

John Hancock Bond Fund 

Barry Evans

The rest of the team remains

5/13

JGPAX

John Hancock Global Opportunities 

Christopher Arbuthnot and Roger Hamilton

Paul Boyne and Doug McGraw

5/13

JHFIX

John Hancock Income

Barry Evans, who will now be overseeing all of John Hancock Asset Management North America, will no longer be a portfolio manager.

The rest of the team remains

5/13

TAUSX

John Hancock Investment Grade Bond Fund 

Barry Evans

The rest of the team remains

5/13

JSGVX

John Hancock Smaller Company Growth Fund

Narayan Ramani

Ashikhusein Shahpurwala joins the rest of the team

5/13

SOVIX

John Hancock Sovereign Investors Fund 

Barry Evans

The rest of the team remains

5/13

MSENX

Litman Gregory Masters Equity

Subadvisors, Southeastern Asset Management and Friess Associates, and managers O. Mason Hawkins, William D’Alonzo, and Ethan Steinberg

Subadvisors, Fiduciary Management and Harris Associates, with Pat English, Andrew Ramer, and Bill Nygren

5/13

MSMLX

Matthews Asia Small Companies

Michael Han

Kenichi Amaki joins manager Lydia So

5/13

NMMGX

Northern Multimanager Global Real Estate 

Cohen & Steers Capital Management

The other subadvisors remain.

5/13

BOTSX

Omni Tax-Managed Small-Cap Value

Rasook Shaik is no longer a comanager, but remains with the firm

Elena Khoziaeva and Michael Whipple join John Montgomery and Christine Wang

5/13

OPTFX

Oppenheimer Capital Appreciation

Julie Van Cleave

Comanager, Michael Kotlarz, becomes the sole manager

5/13

OEQAX

Oppenheimer Equity Fund

Julie Van Cleave

Comanagers, Michael Kotlarz and Laton Spahr, remain.

5/13

PRFIX

Parnassus Fixed-Income

Minh Bui

Samantha Palm 

5/13

BPFAX

PTA Comprehensive Alternatives Fund

No one, but . . .

Zebra Capital Management is now a subadvisor, with Roger Ibbotson and Eric Stokes as portfolio managers.  Ibbotson is an intriguing addition.

5/13

PRMTX

T. Rowe Price Media & Telecommunications

No one, but . . .

Paul Greene joins Dan Martino as a comanager

5/13

PRWAX

T. Rowe Price New America Growth

Joe Milano

Dan Martino

5/13

PRNEX

T. Rowe Price New Era

Tim Parker, latest guy to leave a company that no one ever leaves

Shawn Driscoll

5/13

MXCAX

Touchstone Small Cap Growth

Wayne A. Hollister and Benjamin C. Linford

Nitin N. Kumbhani

5/13

USEMX

USAA Emerging Markets Fund

Alphonse Chan is leaving sub-advisor Brandes Investment Partners

The rest of the team remains

5/13

USSCX

USAA Science & Technology

Nicolas Boullet is no longer a portfolio manager at sub-advisor Wellington Management

The rest of the team remains

5/13

USCAX

USAA Small Cap Stock 

Michael Allocco

The rest of the team remains

5/13

UNHHX

Waddell & Reed Global Bond 

Daniel Vrabac will be retiring

Mark Beischel will remain as the sole manager

5/13

WTMVX

Westcore Blue Chip Dividend

Kris B. Herrick will be leaving

The rest of the team remains

5/13

WTMIX

Westcore Micro-Cap Opportunity Fund

Kris B. Herrick will be leaving

The rest of the team remains

5/13

WTMCX

Westcore Mid-Cap Value Dividend Fund

Kris B. Herrick will be leaving

The rest of the team remains

5/13

WTSCX

Westcore Small-Cap Opportunity Fund

Kris B. Herrick will be leaving

The rest of the team remains

5/13

WTSVX

Westcore Small-Cap Value Dividend Fund

Kris B. Herrick will be leaving

The rest of the team remains

5/13

Ticker

Fund

Out with the old

In with the new

Dt

BACAX

BlackRock All-Cap Energy & Resources

Daniel Neumann

Robin Batchelor and Poppy Allonby

4/13

MDIVX

BMO Dividend Income

Daniel Brown 

Casey Sambs and Kenneth Conrad join existing comanager, Ernesto Ramos

4/13

IGLGX

Columbia Global Equity 

No one, but . . .

Neil Robson joined comanager Esther Perkins

4/13

DQIAX

Dreyfus Equity Income 

Jocelin Reed

C. Wesley Boggs, Warren Chiang, and Ronald Gala remain

4/13

DPOAX

Dreyfus MidCap Core

Jocelin Reed

C. Wesley Boggs, Warren Chiang, and Ronald Gala remain

4/13

DTCAX

Dreyfus Third Century 

Jocelin Reed

C. Wesley Boggs, Warren Chiang, and Ronald Gala remain

4/13

DWGVX

Dynamic Contrarian Advantage

Izet Elmazi

David Fingold and Don Simpson remain

4/13

EQCRX

Equinox Crabel Strategy Fund

Brian Bell

Afroz Qadeer and Sue Osborne are joining the existing team

4/13

FMPAX

Fidelity Advisor Mid Cap Value 

Bruce Dirks

Court Dignan

4/13

FSMVX

Fidelity Mid Cap Value

Bruce Dirks, who seems to have left Fido and who did a really solid job over eight years

Court Dignan, who’s been solid on Fido Select Insurance

4/13

FPHAX

Fidelity Select Pharmaceuticals

Andrew Oh 

Asher Anolic

4/13

GSCGX

Goldman Sachs Capital Growth

Joe Hudepohl and Scott Kolar

Steve Becker joins Tim Leahy

4/13

GGOAX

Goldman Sachs Growth Opportunities

Joe Hudepohl and Scott Kolar

Steve Barry and Jeffrey Rabinowitz remain

4/13

SECEX

Guggenheim StylePlus – Large Core 

Mark Bronzo and Mark Mitchell

B. Scott Minerd, Farhan Sharaff, Jayson B. Flowers and Scott Hammond

4/13

SECUX 

Guggenheim StylePlus – Mid Growth Fund

Joseph O’Connor 

B. Scott Minerd, Farhan Sharaff, Jayson B. Flowers and Scott Hammond

4/13

HLDAX

Hartford Emerging Markets Local Debt

Ricardo Adrogué 

James Valone and Tieu-Bich Nguyen continue on

4/13

HCOAX 

Highland Global Allocation

Stephen Gelhaus and Paul Reinhardt

James Dondero 

4/13

IADEX

ING Diversified Emerging Markets Debt 

Jennifer Gorgoll

Marcelo Assalin and Michael Mata continue on

4/13

IMCDX

ING Emerging Markets Corporate Debt

Jennifer Gorgoll

Michael Hyman is joined by new manager Kurt Kringelis

4/13

AWEIX

Invesco Disciplined Equity

No one, but . . .

W. Brant Houston joins existing managers Patricia Bannan and Paul McPheeters

4/13

JHIAX

John Hancock Small Cap Intrinsic Value Fund

Roger Hamilton

Joseph Nowinski and Bill Talbot

4/13

JMGIX

JPMorgan Managed Income 

No one, but . . .

Kyongsoo Noh joins comanager David Martucci

4/13

LGILX

Laudus Growth Investors US Large Cap Growth

Sam Console

Peter Bye and Paul Graham remain

4/13

LGMAX

Loomis Sayles Global Equity and Income

Warren Koontz

Eileen Riley and Lee Rosenbaum join remaining managers, Dan Fuss and David Rolley

4/13

MCAAX

Madison Large Cap Growth

Bruce Ebel 

David Halford, Jay Sekelsky, Ray DiBernardo, and Walter E. Dewey

4/13

MHFAX

MutualHedge Frontier Legends Fund

Brian Bell

Afroz Qadeer and Sue Osborne have been added as portfolio managers, joining together with Richard Bornhoft, Ajay Dravid and Rufus Rankin

4/13

NNGAX

Nuveen Multi-Manager Large-Cap Value

Subadvisors, Institutional Capital and Symphony Asset Management

Bob Doll

4/13

OAKBX

Oakmark Equity & Income

No one (they’re still trying to fill the retired Ed Studzinski’s shoes), but . . .

Clyde McGregor is joined by Edward Wojciechowski, Colin Hudson, and Matthew Logan

4/13

QRAAX

Oppenheimer Commodity Strategy Total Return

Robert Baker has left the firm

George Zivic

4/13

QVGIX

Oppenheimer Global Allocation

Arthur Steinmetz, Krishna Memani, and George Evans

Mark Hamilton now comanages with Benjamin Rockmuller

4/13

JMCVX

Perkins Mid Cap Value

No one, but . . .

Kevin Preloger will join Jeff Kautz and Tom Perkins

4/13

JSVTX

Perkins Select Value 

Kevin Preloger

Alec Perkins

4/13

JSCVX

Perkins Small Cap Value

Todd Perkins

Tom Reynolds

4/13

TAVIX

Third Avenue International Value

Jakub Rehor who just joined in January

Matthew Fine and Amit Wadhwaney remain

4/13

VGIAX

Vanguard Growth and Income 

No one, but . . .

Anne Dinning joins as a comanager

4/13

EIVAX

Wells Fargo Advantage Intrinsic Value 

Gary Lisenbee

The rest of the team remains

4/13

EWEAX

Wells Fargo Advantage Intrinsic World Equity

Gary Lisenbee

The rest of the team remains

4/13

WWLAX

Westwood Large Cap Value

Jay Singhania and Todd Williams

Varun V. Singh gets taped onto the existing team at this sputtering fund

Ticker

Fund

Out with the old

In with the new

Dt

CLSAX

AdvisorOne Amerigo

Dennis Guenther

Paula Wieck and Rusty Vanneman

3/13

CLERX

AdvisorOne Clermont

Dennis Guenther

Paula Wieck and Rusty Vanneman

3/13

CLBLX

AdvisorOne Select Allocation

Dennis Guenther

Paula Wieck, Marc Pfeffer, and Jennifer Schenkelberg

3/13

ALGAX 

Alger Large Cap Growth

Dan Chung, as part of the rebranding of the fund as International Growth

As of May 31st, Pedro Marcal will be the portfolio manager

3/13

ADAAX

AllianceBernstein Dynamic All Market Fund

Mark Hamilton

The rest of the team remains

3/13

POPAX

AllianzGI Opportunity Fund

Michael Corelli as part of an attempt to reorient and resuscitate the fund

Mark P. Roemer and Jeff Parker who appear to be (how to put this politely?) not disastrous

3/13

MIBLX

BNY Mellon Asset Allocation Fund

Bernard Schoenfeld

Jeffrey M. Mortimer

3/13

MIINX 

BNY Mellon International Fund

No one, but . . .

Clifford A. Smith is now a primary portfolio manager

3/13

BGLAX

Brookfield Global Listed Infrastructure

No one, but . . .

Sam Arnold joins Craig Noble as comanager

3/13

BUFDX

Buffalo Dividend Focus

John Kornitzer, Buffalo’s founder, left four months after launch

Scott Moore remains and is joined by Paul Dlugosch who comanages their Flexible Income (ooo!) and High-Yield (meh) funds

3/13

BUFEX 

Buffalo Large Cap

Robert Male

Elizabeth Jones remains

3/13

CSIBX

Calvert Bond Portfolio

Michael Abramo

The rest of the team remains

3/13

CGVAX

Calvert Government Fund

Michael Abramo

The rest of the team remains

3/13

CYBAX

Calvert High Yield Bond Fund

Michael Abramo

The rest of the team remains

3/13

CFICX

Calvert Income Fund

Michael Abramo

The rest of the team remains

3/13

CLDAX

Calvert Long-Term Income Fund

Michael Abramo

The rest of the team remains

3/13

CSDAX

Calvert Short Duration Income Fund

Michael Abramo

The rest of the team remains

3/13

CULAX

Calvert Ultra-Short Income Fund

Michael Abramo

The rest of the team remains

3/13

CSVAX

Columbia Global Dividend Opportunity

Laton Spahr 

Dean Ramos joins the team of Steven Schroll and Paul Stocking

3/13

HRCPX

Eagle Capital Appreciation

Subadviser Goldman Sachs Asset Management

Subadviser ClariVest Asset Management

3/13

EASAX 

EAS Crow Point Alternatives, formerly EAS Alternatives

Emerald Asset Advisors a/k/a EAS is out

Crow Point Partners with Amit Chandra, James Hickman, Timothy O’Brien, and Peter DeCaprio

3/13

FDBAX

Federated Bond 

Joe Balestrino will leave the firm

Brian S. Ruffner

3/13

FEDEX

Federated Capital Appreciation Fund

James E. Grefenstette and Dean J. Kartsonas

Walter C. Bean, as part of a reorganization into the Federated Equity Income Fund

3/13

FIIFX

Federated Intermediate Corporate Bond

Joe Balestrino will leave the firm

Bryan J. Dingle

3/13

STIAX

Federated Strategic Income 

Joe Balestrino will leave the firm

Mark E. Durbiano

3/13

FTRBX

Federated Total Return Bond

Joe Balestrino will leave the firm

Donald T. Ellenberger

3/13

FUBDX

Federated Unconstrained Bond

Joe Balestrino will leave the firm

Ihab L. Salib

3/13

FDMAX 

Fidelity Advisor Communications Equipment Fund

Charlie Chai

The rest of the team remains

3/13

FELAX

Fidelity Advisor Electronics Fund

Christopher Lin

The rest of the team remains

3/13

FAEAX

Fidelity Advisor Europe Capital Appreciation Fund

Melissa Reilly

Risteard Hogan

3/13

FECAX

Fidelity Europe Capital Appreciation Fund

Melissa Reilly who’s had six slightly above-average years with the fund

Risteard Hogan who has managed Fidelity Europe since April 2012 and has done a much above average job there

3/13

FDEQX

Fidelity Disciplined Equity

No one, but . . .

Alex Devereaux joined as co-manager

3/13

FFRHX

Fidelity Floating Rate High Income

Christine McConnell will be retiring

Eric Mollenhauer

3/13

FGBLX

Fidelity Global Balanced

Melissa Reilly leaves the seven person team and

Risteard Hogan joins in

3/13

HEMAX

Henderson Emerging Markets Opportunities Fund

Andrew Beal

Existing managers Stephen Peak, Bill McQuaker, and Nicholas Cowley are joined by John Crawford

3/13

HEFAX

Highland Energy MLP

Mauricio Delgado

Matthew Gray and Jon Poglitsch

3/13

HCGAX

HSBC Emerging Markets Debt

Srinivas Paruchuri is no longer a portfolio manager

The rest of the team remains

3/13

HBMAX

HSBC Emerging Markets Local Debt

Srinivas Paruchuri is no longer a portfolio manager

The rest of the team remains

3/13

HOTAX

HSBC Growth

Effective July 1, 2013, R. Bartlett Wear is retiring and will focus on his charitable endeavors

Clark Winslow and Justin Kelly will continue, and be joined by Patrick Burton

3/13

OIEAX

JPMorgan International Equity Index

Nicholas D’Eramo, Bala S. Iyer, and Michael Loeffler

Beltran Lastra

3/13

OMEAX

JPMorgan Market Expansion Index

Bala S. Iyer and Michael Loeffler

Phillip Hart and Dennis Ruhl

3/13

OGNAX

JPMorgan Multi-Cap Market Neutral

Bala S. Iyer

Pavel Vaynshtok, Dennis Ruhl, and Jason Alonzo

3/13

SWMSX

Laudus Small-Cap MarketMasters Select

Neuberger Berman Management LLC  has been declared less masterful

BMO Asset Management

3/13

MLAAX

MainStay Large Cap Growth

Effective July 1, 2013, R. Bart Wear will no longer serve as a portfolio manager

Clark Winslow and Justin Kelly will be joined by Patrick Burton

3/13

MIMSX

Mellon Mid Cap Multi-Strategy

No one, but . . .

Geneva Capital Management became an additional sub-investment adviser

3/13

DIFAX

MFS Diversified Income

No one, but . . .

Ward Brown

3/13

MFIOX

MFS Strategic Income

No one, but . . .

Ward Brown

3/13

MSFRX

MFS Total Return

No one, but . . .

Jonathan Sage will be joining the portfolio management team

3/13

MMUFX

MFS Utilities

Robert Persons

Maura Shaughnessy will remain

3/13

NPWAX

Nomura Partners Global Equity Income

No one, but . . .

Emmanuel Raymond joins the team

3/13

NPQAX

Nomura Partners International Equity

Michael Russell 

Hideyuki Aoki 

3/13

NWCAX

Nuveen Winslow Large-Cap Growth

Effective July 1, 2013, R. Bart Wear will no longer serve as a portfolio manager

 Clark Winslow and Justin Kelly will be joined by Patrick Burton

3/13

CGRWX

Oppenheimer Value Fund

Mitch Williams and John Damian

Laton Spahr

3/13

PFOPX

Paradigm Opportunity

Jason V. Ronovech

Candace King Weir and Amelia Weir

3/13

PEMFX

Pioneer Emerging Markets

Sean Taylor

Mauro Ratto, Marco Mencini, and Andrea Salvatori.

3/13

GBEMX

RS Emerging Markets

Tim Campbell

Michael Reynal

3/13

BRFOX

Sentinel Growth Leaders

Kelli Hill

Jason Wulff and Hilary Roper

3/13

SNTNX

Sentinel Mid Cap

Christian Thwaites, Daniel Manion and Hilary Roper

New lead manager, Jason Ronovech, joins existing comanager Carole Hersam

3/13

SYVAX

Sentinel Mid Cap II

Christian Thwaites, Daniel Manion and Hilary Roper are leaving the soon-to-be sunk ship

New lead manager, Jason Ronovech, joins existing comanager Carole Hersam

3/13

SAGWX

Sentinel Small Company

Christian Thwaites, Daniel Manion and Hilary Roper

New lead manager, Jason Ronovech, joins existing comanager Carole Hersam

3/13

WAEGX

Sentinel Sustainable Mid Cap Opportunities Fund

Christian Thwaites, Daniel Manion and Hilary Roper

New lead manager, Jason Ronovech, joins existing comanager Carole Hersam

3/13

SSGFX 

Sextant Growth

Nicholas Kaiser, who is 66 and the undisputed Big Dog of the operation

Paul Meeks

3/13

FLAUX

Strategic Advisers Core Multi-Mgr

No one, but . . .

AllianceBernstein L.P. becomes a new subadviser on the fund.

3/13

PCGAX

Target Conservative Allocation 

Marsico Capital Management

MFS

3/13

PAMGX

Target Moderate Allocation’s 

Marsico Capital Management

Quantitative Management Associates

3/13

AAUTX

Thrivent Large Cap Value

Matthew Finn

Kurt Lauber joins David Francis

3/13

AASMX

Thrivent Small Cap Stock

Darren Bagwell

Matthew Finn

3/13

TGAAX

Touchstone Global Real Estate

Scott Westphal and Dave Wharmby

Wayne Hollister and Benjamin Linford

3/13

FOEQX 

Tributary Core Equity Fund

Randall Greer will be retiring from Tributary Capital Management and Christopher Sullivan will also no longer be a named manager on the fund

Donald Radtke, who according to the supplement to the prospectus, “has been actively working alongside Mr. Greer for months in preparation for this transition.”

3/13

VGAAX

Virtus Greater Asia ex Japan Opportunities

No one, but . . .

Brian Bandsma joins as comanager

3/13

VGEAX

Virtus Greater European Opportunities Fund

No one, but . . .

Rajiv Jain and Daniel Kranson join as comanagers

3/13