Ticker

Fund

Out with the old

In with the new

Dt

AGMZX

361 Global Macro Opportunity Fund

Brian Cunningham is no longer a portfolio manager of the fund

Clifford Stanton joins Blaine Rollins, Jeremy Frank, Nick Libertini and Aditya Bhave

12/14

AMFZX

361 Managed Futures Strategy Fund

Brian Cunningham and Randall Bauer are no longer portfolio managers for the fund.

Clifford Stanton joins Blaine Rollins, Tom Florence, Jeremy Frank, Nick Libertini and Aditya Bhave

12/14

ALSZX

361 Market Neutral Fund

Brian Cunningham and Randall Bauer are no longer portfolio managers for the fund.

Clifford Stanton joins Blaine Rollins, Tom Florence, Jeremy Frank, Nick Libertini and Aditya Bhave

12/14

AIEAX

American Beacon International Equity Fund

Neil Devlin has been removed as a portfolio manager

The rest of the extensive team remains.

12/14

AGGRX

American Century Global Growth Fund

No one, but . . .

Ted Harlan has been promoted to portfolio manager, joining Keith Creveling and Brent Puff

12/14

AARMX

American Independence Risk-Managed Allocation Fund

No one, but . . .

Charles McNally joins the existing team of John Forlines and Eric Rubin.

12/14

IFCSX

American Independence Stock Fund

No one, but . . .

AJO Partners is being added as a sub-advisor to the fund

12/14

MGGBX

AMG Managers Global Income Opportunity Fund

No one, but . . .

Scott Service joined the team of Kenneth Buntrock, David Rolley, and Lynda Schweitzer

12/14

BROAX

BlackRock Global Opportunities Portfolio

Nigel Hart

Thomas Callan and Ian Jamieson remain

12/14

BREAX

BlackRock International Opportunities Portfolio

Nigel Hart

Thomas Callan and Ian Jamieson remain

12/14

BMEAX

BlackRock U.S. Opportunities Portfolio

Nigel Hart

Thomas Callan and Ian Jamieson remain

12/14

CEIAX

Calvert Equity Income Fund

James McGlynn is no longer listed as a portfolio manager

Rachel Volynsky and Natalie Trunow join Yvonne Bishop in managing the fund. We’ll note, in passing, that an all-female portfolio management team is a regrettable rarity.

12/14

CWVGX

Calvert International Equity Fund

Thornburg Investment Management has been removed as a subadvisor, along with Rolf Kelly. Additionally, Christine Montgomery will be retiring in January.

Fabrice Bay has joined David Sheasby and Natalie Trunow.

12/14

CLVAX

Calvert Large Cap Value Fund

James McGlynn is no longer listed as a portfolio manager

Rachel Volynsky and Natalie Trunow join Yvonne Bishop in managing the fund.

12/14

IGLGX

Columbia Global Equity Fund

As of January 15, 2015, Neil Robson will no longer be listed as a portfolio manager

David Dudding will join Pauline Grange at that time.

12/14

NEIAX

Columbia Large Cap Index Fund

Alfred Alley is no longer on the fund

Christopher Lo has joined Vadim Shteyn in managing the fund

12/14

NTIAX

Columbia Mid Cap Index Fund

Alfred Alley is no longer on the fund

Christopher Lo has joined Vadim Shteyn in managing the fund

12/14

NMSAX

Columbia Small Cap Index Fund

Alfred Alley is no longer on the fund

Christopher Lo has joined Vadim Shteyn in managing the fund

12/14

DRCVX

Comstock Capital Value Fund

Martin Weiner is no longer listed as a portfolio manager

Charles Minter is joined by Dennis DeCore.

12/14

AVGAX

Dynamic Total Return Fund

No one, but . . .

Sinead Colton joins Torrey Zaches, James Stavena, Joseph Miletech, and Vassilis Dagioglu in managing the 3 month old fund

12/14

ETGIX

Eaton Vance Greater India Fund

Christopher Darling is no longer listed as a portfolio manager

Rishikesh Patel takes over

12/14

FRFDX

First Investors Floating Rate Fund

David Bowen is no longer listed as a portfolio manager

Clinton Comeaux has joined Dennis Dowden and Bryan Petermann

12/14

FACEX

Frost Growth Equity Fund

No one, but . . .

AB Mendez joins the team of Brad Thompson, Tom Stringfellow, and John Lutz

12/14

GIEIX

GE International Equity Fund

Jonathan Passmore retired as portfolio manager on November 30, 2014.

Ralph Layman and Michael Solecki carry on.

12/14

GRGAX

Giralda Risk-Managed Growth Fund

Marina Goodman and Jeremy Welther left the fund on October 28, 2014

Gladys Chow joined Jerry Miccolis, effective December 1, 2014.

12/14

GLBFX

GL Beyond Income Fund

As of November 14th, Frank Luisi was no longer listed as a co-portfolio manager. Remaining manager, Daniel Thibeault, was arrested by the FBI in early December on securities fraud charges. He’s subsequently been blocked from accessing the fund’s assets.

As of December 12, the fund is closed to new share sales while the board figures this out.

12/14

GTCIX

Glenmede International

Management is being taken in-house, so Philadelphia International Advisors is out, along with Wei Huang and Stephen Dolce.

Alexander Antanasiu, Paul Sullivan, and Vladimir de Vassal will manage the fund.

12/14

SAOAX

Guggenheim Alpha Opportunity Fund

Effective immediately, Michael Dellapa will no longer serve as a portfolio manager for the fund.

The remaining portfolio managers for the Fund, Michael Byrum and Ryan Harder, have assumed Mr. Dellapa’s portfolio management responsibilities

12/14

GMIFX

GuideMark Opportunistic Fixed Income Fund

Canyon Chan is no longer a portfolio manager of the fund.

The team of Matthew Eagan, Michael Hasenstab, Kevin Kearns, Todd Vandam, Philip Barach, Jeffrey Gundlach, and Christine Zhu will carry on.

12/14

GPARX

GuidePath Absolute Return Asset Allocation Fund

Michael Abelson no longer serves as a portfolio manager for the fund.

Zoë Brunson and Selwyn Crews are joined by Jeremiah Chafkin

12/14

GPAMX

GuidePath Altegris Diversified Alternatives Allocation Fund

Matthew Osborne no longer serves as a portfolio manager for the fund.

Robert Murphy and Lara Magnusen are now managing the fund

12/14

GPIFX

GuidePath Fixed Income Allocation Fund

Michael Abelson no longer serves as a portfolio manager for the fund.

Zoë Brunson and Selwyn Crews are joined by Jeremiah Chafkin

12/14

GPMIX

GuidePath Multi-Asset Income Asset Allocation Fund

Michael Abelson no longer serves as a portfolio manager for the fund.

Zoë Brunson and Selwyn Crews are joined by Jeremiah Chafkin

12/14

GPSTX

GuidePath Strategic Asset Allocation Fund

Michael Abelson no longer serves as a portfolio manager for the fund.

Zoë Brunson and Selwyn Crews are joined by Jeremiah Chafkin

12/14

GPTCX

GuidePath Tactical Constrained Asset Allocation Fund

Michael Abelson no longer serves as a portfolio manager for the fund.

Zoë Brunson and Selwyn Crews are joined by Jeremiah Chafkin

12/14

GPTUX

GuidePath Tactical Unconstrained Asset Allocation Fund

Michael Abelson no longer serves as a portfolio manager for the fund.

Zoë Brunson and Selwyn Crews are joined by Jeremiah Chafkin

12/14

ICSCX

ICM Small Company Portfolio

On December 31, 2014, Simeon Wooten and Robert Jacapraro will cease serving as portfolio managers of the fund.

William Heaphy and Gary Merwitz will carry on.

12/14

JAIMX

James Alpha Multi-Strategy Alternative Income Portfolio

Marshall Bassett, George Clairmont, Barry Gladstein, Nicolas Jenks, R. Brentwood Strasler, and Lori Wachs are no longer listed as portfolio manager.

Remaining on the fund are William Bales, Andrew Duffy, Leonard Edelstein, Kevin Greene (not the former Steeler), Jakob Holm, James Hug, Michael Montague, Darren Schuringa, and James Vitalie.

12/14

JAWGX

Janus Aspen Global Research Fund

James Goff is off the fund

Carmel Wellso will take the lead over a group of sector team leaders consisting of Jean Barnard, John Jordan, Kristopher Kelley, Ethan Lovell, Kenneth Spruell, and Garth Yettick

12/14

JNRFX

Janus Research

James Goff is retiring after more than a quarter century as Janus, and he’s one of the last managers left from their Gunslinging Golden Days.

Carmel Wellso will take the lead over a group of sector team leaders consisting of Jean Barnard, John Jordan, Kristopher Kelley, Ethan Lovell, Kenneth Spruell, and Garth Yettick

12/14

GAOAX

JPMorgan Global Allocation Fund

No one, but . . .

James Elliot, Jeffrey Geller, Jonathan Cummings, and Grace Koo are joined by Eric Bernbaum

12/14

JNBAX

JPMorgan Income Builder Fund

Patrik Jakobson is no longer listed as a portfolio manager

Jeffrey Geller, Michael Schoenhaut, and Anne Lester are joined by Eric Bernbaum

12/14

MAPOX

Mairs & Power Balanced Fund

Bill Frels has retired after more than 20 years on the fund.

Kevin Earley joins Ronald Kaliebe in managing the fund

12/14

MPGFX

Mairs & Power Growth Fund

Bill Frels, who succeeded the redoubtable George Mairs, retires after 15 years here.

Andrew Adams joins Mark Henneman in managing the fund

12/14

MSCFX

Mairs & Power Small Cap Fund

No one, but …

Allen Steinkopf joins Andrew Adams in managing the fund as part of a firm-wide move to have a second manager on each fund.

12/14

MALGX

Mirae Emerging Markets Fund

Young Hwan Kim is no longer a portfolio manager to the fund

Jose Morales and Rahul Chadha continue on

12/14

MECGX

Mirae Emerging Markets Great Consumer Fund

Young Hwan Kim is no longer a portfolio manager to the fund

Jose Morales and Joohee An continue on

12/14

MSIEX

Morgan Stanley Emerging Markets Domestic Debt Portfolio

No one, but . . .

Jens Nystedt and Warren Mar join Eric Baurmeister

12/14

MEAPX

Morgan Stanley Emerging Markets External Debt Portfolio

No one, but . . .

Jens Nystedt and Warren Mar join Eric Baurmeister

12/14

NMMGX

Northern Multi Manager Global Real Estate

CBRE Clarion Securities is out as a subadvisor to the fund.

Brookfield Investment Management will be a new subadvisor on the fund.

12/14

OMSOX

Oppenheimer Main Street Select Fund

Manind Govil is no longer listed as a portfolio manager

The new team is Benjamin Ram, Magnus Krantz, and Joy Budzinski

12/14

OAIEX

Optimum International Fund

Nigel Hart is no longer listed on the management team

Thomas Callan, Ian Jamieson, and Paul Viera remain

12/14

PTXAX

PIMCO Tax Managed Real Return Fund

Rahul Seksaria is no longer listed as a portfolio manager

Jeremie Banet joins Joseph Deane in managing the fund

12/14

PIAVX

Pioneer Solutions Conservative Fund

Ibbotson Associates is no longer a subadvisor to the fund, and managers Paul Arnold, Brian Huckstep, and Scott Wentsel are out.

Salvatore Buono, John O’Toole, and Paul Weber are taking over the portfolio management duties as Pioneer Investment Management assumes day-to-day management of the fund.

12/14

GRAAX

Pioneer Solutions Growth Fund

Ibbotson Associates is no longer a subadvisor to the fund, and managers Paul Arnold, Brian Huckstep, and Scott Wentsel are out.

Salvatore Buono, John O’Toole, and Paul Weber are taking over the portfolio management duties as Pioneer Investment Management assumes day-to-day management of the fund.

12/14

POAGX

Primecap Odyssey Aggressive Growth Fund

No one, but . . .

James Marchetti joins Joel Fried, Theo Kolokotrones, Alfred Mordecai, and M. Mohsin Ansari on the management team.

12/14

POGRX

Primecap Odyssey Growth Fund

No one, but . . .

James Marchetti joins Joel Fried, Theo Kolokotrones, Alfred Mordecai, and M. Mohsin Ansari on the management team.

12/14

POSKX

Primecap Odyssey Stock Fund

No one, but . . .

James Marchetti joins Joel Fried, Theo Kolokotrones, Alfred Mordecai, and M. Mohsin Ansari on the management team.

12/14

RSGRX

RS Growth Fund

No one, but . . .

Christopher Clark joins D. Scott Tracy, Melissa Chadwick-Dunn, and Stephen Bishop in managing the fund.

12/14

RSMOX

RS Mid Cap Growth Fund

No one, but . . .

Christopher Clark joins D. Scott Tracy, Melissa Chadwick-Dunn, and Stephen Bishop in managing the fund.

12/14

RSDGX

RS Select Growth Fund

No one, but . . .

Christopher Clark joins D. Scott Tracy, Melissa Chadwick-Dunn, and Stephen Bishop in managing the fund.

12/14

GPSCX

RS Small Cap Equity Fund

No one, but . . .

Christopher Clark joins D. Scott Tracy, Melissa Chadwick-Dunn, and Stephen Bishop in managing the fund.

12/14

RSEGX

RS Small Cap Growth Fund

No one, but . . .

Christopher Clark joins D. Scott Tracy, Melissa Chadwick-Dunn, and Stephen Bishop in managing the fund.

12/14

SLLAX

SEI Small Cap Fund

J. P. Morgan and William Blair are out as subadvisors to the fund, along with David Mitchell, Mark Leslie, Chad Kilmer, and Eytan Shapiro.

EAM Investors and Snow Capital Management join the existing (and extensive) ranks, with Montie Weisenberger, Joshua Schachter, and Anne Wickland added to the portfolio management team.

12/14

FNAPX

Strategic Advisers Small-Mid Cap Multi-Manager Fund

Massachusetts Financial Services Company is no longer a subadvisor to the fund. Hence, Michael Grossman and Thomas Wetherald are out as portfolio managers

Christopher Clark, of RS Investment Management, joins the already extensive team.

12/14

GDAMX

The Giralda Manager Fund

Marina Goodman and Jeremy Welther left the fund on October 28, 2014

Gladys Chow joined Jerry Miccolis, effective December 1, 2014.

12/14

TLIIX

TIAA-CREF Enhanced Large-Cap Growth Index Fund

Kelvin Zhang is no longer a portfolio manager of the fund

Adam Cao and James Johnson, Jr. are now the management team.

12/14

PDIAX

Virtus Growth & Income Fund

Shareholders voted to replace the fund’s current subadviser, QS Investors, LLC, with Rampart Investment Management Company, LLC. Therefore, Russell Shtern and Robert Wang are out.

Brendan Finneran and Robert Hofemen, Jr. are now managing the fund.

12/14

IIGIX

Voya Multi-Manager International Equity Fund

Paul Faulkner is out.

Sophie Earnshaw, Moritz Sitte, and Tom Walsh join the large team in managing the fund.

12/14

EKGAX

Wells Fargo Advantage Global Opportunities Fund

No one, but . . .

Robert Rifkin joins James Tringas, Oleg Makhorine, and Bryant VanCronkhite as a portfolio manager

12/14

EGWAX

Wells Fargo Advantage Traditional Small Cap Growth Fund

Paul Carder is no longer listed as a portfolio manager.

Linda Freeman, Jeffrey Drummond, and Jeffrey Harrison remain.

12/14

AWSFX

West Shore Real Return Income Fund

James Rickards, a famous pundit and oracle whose presence brought attention to the fund, is no longer even nominally serving as a portfolio manager.  He’s now Chief Global Strategist for West Shore Group, LLC, the fund’s investment adviser.

Steve Cordasco and Michael Shamosh will continue as portfolio managers of the fund

12/14

WMMRX

Wilmington Multi-Manager Real Asset Fund

Rahul Seksaria is no longer listed as a portfolio manager

George Chen, Steven Burton, T. Ritson Ferguson, Joseph Smith, Mihir Worah, Thomas Pierce, Todd Murphy, Thomas Seto, and David Stein continue on.

12/14