Recent Advisor and Shareholder Services Agent Changes in SEC Filings. Crane Data has partnered with FundR2.com, a website and consulting firm run by Max Rottersman, to analyze fund advisor, shareholder service agent, auditor, custodian, and investment guideline changes contained in a fund's latest semiannual and annual report SEC filings. Among the recent changes: PFPC (for State Street) is the new shareholder services agent for the Allegiant money funds; Axia (renamed from BoK) is the new administrator for the American Performance Funds; Western Asset Mgmt is the renamed advisor (from Smith Barney); Boston Financial Data Services (for State Street) is the new shareholder services agent for the TIAA-CREF Institutional Money Fund; and, UMB (formerly Bisys) is the new shareholder services agent for Williams Capital Liquid Assets Fund. E-mail Pete for a full listing of recent changes.

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