Rebranding

On December 16, fund shareholders are being asked to vote on the Guggenheim Enhanced Equity Strategy Fund and the Guggenheim Enhanced Equity Strategy Fund merging with the Guggenheim Enhanced Equity Income Fund.

James Davey Hartford Funds President

Exemptive Relief

Hartford Funds Management Company LLC is requesting exemptive relief to create ETFs.

New and Upcoming Funds

Elkhorn Investments LLC is launching the Elkhorn S&P MidCap Consumer Discretionary Portfolio, the Elkhorn S&P MidCap Consumer Staples Portfolio, the Elkhorn S&P MidCap Energy Portfolio, the Elkhorn S&P MidCap Financials Portfolio, the Elkhorn S&P MidCap Health Care Portfolio, the Elkhorn S&P MidCap Industrials Portfolio, the Elkhorn S&P MidCap Information Technology Portfolio, the Elkhorn S&P MidCap Materials Portfolio and the Elkhorn S&P MidCap Utilities Portfolio.

Harding Loevner LP is launching the Global Equity Research Portfolio and the Emerging Markets Research Portfolio.

New York Life Investment Management LLC is launching the MainStay Common Stock Fund.

SSGA Funds Management, Inc. is launching the State Street U.S. Government Cash Management Fund.

WesBanco Investment Department, a division of WesBanco Bank, Inc., is launching the WesMark Small Company Growth Fund, the WesMark Growth Fund, the WesMark Balanced Fund, the WesMark Government Bond Fund, the WesMark West Virginia Municipal Bond Fund and the WesMark Tactical Opportunity Fund.

J.P. Morgan Investment Management Inc. is launching the Undiscovered Managers Behavioral Value Fund and the JPMorgan Realty Income Fund.

Ohio National Investments, Inc. is launching the ON Conservative Model Portfolio, the ON Moderately Conservative Model Portfolio, the ON Balanced Model Portfolio, the ON Moderate Growth Model Portfolio and the ON Growth Model Portfolio.

Harbor Capital Advisors, Inc. is launching the Harbor Strategic Growth Fund.

Hood River Capital Management LLC is launching the Hood River Small-Cap Growth Fund.

Transamerica Asset Management, Inc is launching the Transamerica Funds.

Camelot Funds, LLC is launching the Camelot Premium Return Fund and the Camelot Excalibur Small Cap Income Fund.

Touchstone Advisors, Inc. is launching the Touchstone Ohio Tax-Free Bond Fund.

Cohen & Steers Capital Management, Inc. is launching the Cohen & Steers Real Assets Fund.

Northwood Securities LLC is launching the NWS Global Property Fund.

Fiera Capital Inc. is launching the Fiera Capital STRONG Nations Currency Fund.

Investment Strategy

Hennessy Funds Trust will update its investment strategies and add Institutional Class shares to the Hennessy Gas Utility Fund.

Management

E. Thayer Bigelow, chairman of Lord Abbett's funds' board, will retire from the Board effective December 31, 2016. James L.L. Tullis will succeed him as chairman.

Sandra Jaffee retired as a director of Hartford Series Fund, Inc. and Hartford HLS Series Fund II, Inc on December 18.  



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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