Plus, MFS Global Total Return adds 2 comanagers, Wasatch lures a large-cap value manager from ING, Calamos launches a dividend fund and a mid-growth fund, and American Century announces 2 promotions.
This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Plus, Thornburg loses Growth manager and more.
Plus, Ariel launches a new fund, Fairholme's bond fund dives into equities, and more.
Plus, Wasatch's new purchase, SEC's million-dollar distribution, and more.
Plus, Legg Mason's new A shares, Neuberger Berman sale, and more.
Ralph Shive doesn't care about style boxes, relative performance, or Wall Street. He just wants to make money for his clients.