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Monday, August 21, 2017

Filings for Fundsters - August 21, 2017

by: Waiho Zhang


On August 18, MFS replaced BlackRock as the sub-advisor to the Brighthouse Funds Trust II. On September 1, the trust will become the MFS Value Portfolio II and will continue to refer to the funds within it as BlackRock funds until further notification of changes. The portfolio holds the BlackRock Large Cap Value Fund.

On October 27, Wellington Management will replace William Blair Investment Management as the sub-advisor for Northwestern Mutuals' Mid Cap Growth Stock Fund and Large Cap Core Stock Fund.



On August 18, the Lord Abbett Global Core Equity Fund tweaked its investment strategy.


Fund Updates

On August 18, Transamerica Financial replaced some of current variable investment options due to an order given by the SEC. The new investment options are held by Bank of America Merrill Lynch. The replacements are as followed:
  • AllianzGI NFJ Mid-Cap Value Fund was replaced with Transamerica JPMorgan Mid Cap Value VP
  • American Century Equity Income Fund was replaced with Transamerica Barrow Hanley Dividend Focused VP
  • American Century Ultra Fund was replaced with Transamerica Jennison Growth VP
  • Columbia Acorn USA Fund was replaced with Transamerica T. Rowe Price Small Cap VP
  • Columbia Acorn International was replaced with Transamerica MFS International Equity VP
  • Pioneer Emerging Markets Fund was replaced with Transamerica TS&W International Equity VP
  • Templeton Foreign Fund was replaced with Transamerica MFS International Equity VP
  • Columbia Large Cap Growth Fund V was replaced with Transamerica WMC US Growth VP

On August 18, iShares MSCI Australia ETF, iShares MSCI Eurozone ETF, iShares MSCI France ETF, iShares MSCI Germany ETF, iShares MSCI Japan ETF, and iShares MSCI United Kingdom ETF, were added as eligible underlying funds for the BlackRock LifePath Dynamic Funds.



On September 8, the Turner Funds Trust will liquidate.



On August 18, the J.P. Morgan Trust I, II, and III allowed waivers for their class A shares to be applicable by investors who purchase their funds through LPL Financial.

On September 18, the maximum initial sales charge will be lowered to 2.5 percent for each InvestEd portfolio. The minimum initial investment also be lowered to $250 for each existing portfolio.

On November 1, the following J.P. Morgan funds will waive their fees and expenses for their Class A, C, and I shares:
  • JPMorgan Emerging Economies Fund
  • JPMorgan Emerging Markets Equity Fund
  • JPMorgan Global Unconstrained Equity Fund
  • JPMorgan International Equity Fund
  • JPMorgan International Equity Income Fund
  • JPMorgan International Unconstrained Equity Fund
  • JPMorgan International Value Fund
  • JPMorgan Intrepid European Fund
  • JPMorgan Intrepid International Fund


Check our last Filings For Fundsters column (previously called Stork and Reaper) for more SEC filing updates. For the latest new hires and fund launches, explore our Follow The Fundsters, The Next Gig, and New Fund Fuss columns. If you have a fund filing, a mutual fund launch, a product change or a new hire that you would like to announce, please contact the MFWire team at editors@investmentwires.com. 

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