ESTIMATED RATES OF INTRAGAMETOPHYTIC SELFING IN LYCOPODS

Homosporous pteridophytes are characterized by the production of free-living, potentially bisexual gametophytes. Because of the close proximity of archegonia and antheridia on the same thallus, it has been assumed that high rates of intragametophytic self-fertilization would predominate in natural populations of homosporous pteridophytes. Using enzyme electrophoresis we determined sporophytic genotype frequencies for natural populations of three lycopod species, Lycopodium clavatum, L. annotinum, and Huperzia miyoshiana. Based on these genotype frequencies and the estimation procedures of Holsinger (1987), the estimated rates of intragametophytic selfing in these species are extremely low. Estimated selfing rates were greater than 0.000 in only two of 13 populations of L. clavatum, one of six populations of L. annotinum, and one of four populations of H. miyoshiana. Despite the potential for intragametophytic self-fertilization, the gametophytes of these three lycopod species predominantly cross-fertilize, although the mechanism(s) promoting intergametophytic matings are unknown. These results are similar to those obtained for homosporous ferns and Equisetum arvense. It is therefore clear that most homosporous pteridophyte species investigated do not exhibit high rates of intragametophytic self-fertilization; in contrast, intergametophytic matings predominate.     

Genetic diversity and population structure in the outcrossing populations of Equisetum arvense and E. hyemale (Equisetaceae)

An allozyme examination was conducted to study the mating systems and genetic differentiation of populations of Equisetum arvense and E. hyemale. The study revealed that the rate of intragametophytic selfing in these homosporous pteridophytes is very low, i.e., on average 0.020 and 0.019, respectively, despite the potential hermaproditism and selfing of the gametophytes. Most populations consisted of numerous genotypes, and the average heterozygosities of E. arvense and E. hyemale equalled 0.092 and 0.134, respectively. The commonly observed excess of the heterozygote genotypes indicates that there are interclonal differences in the frequency of vegetative reproduction. The level of genetic divergence among populations was considerable even within a limited geographic area. It is suggested that the life history of Equisetum, characterized by the inefficiency of spore germination and gametophyte reproduction in noncolonizing situations, limits the level of gene flow and leads to a great genetic divergence between populations.     

INBREEDING AND THE RATE OF SELF-FERTILIZATION IN A GRAPE FERN,BOTRYCHIUM DISSECTUM

Botrychium dissectum is a homosporous fern with bisexual, subterranean gametophytes. Because of these features, B. dissectum would be suspected of displaying a very high frequency of self-fertilization. Sporophytes collected from three populations of this species were assayed for heterozygosity by determining the electrophoretic mobility patterns displayed by two polymorphic enzymes. Extreme deviations from Hardy-Weinberg expectations were observed in each population and analyzed by means of F-statistics. The average inbreeding coefficient was found to be 0.951. A population genetic model is derived that demonstrates that the rate of intragametophytic self-fertilization in homosporous ferns is equal to the inbreeding coefficient calculated from deviations from Hardy-Weinberg expectations. It is therefore concluded that B. dissectum outcrosses about 5% of the time.     

Genetic diversity,sexual condition,and microhabitat preference determine mating patterns in Sphagnum (Sphagnaceae) peat‐mosses

In bryophytes, the possibility of intragametophytic selfing creates complex mating patterns that are not possible in seed plants, although relatively little is known about patterns of inbreeding in natural populations. In the peat‐moss genus Sphagnum, taxa are generally bisexual (gametophytes produce both sperm and egg) or unisexual (gametes produced by separate male and female plants). We sampled populations of 14 species, aiming to assess inbreeding variation and inbreeding depression in sporophytes, and to evaluate correlations between sexual expression, mating systems, and microhabitat preferences. We sampled maternal gametophytes and their attached sporophytes at 12–19 microsatellite loci. Bisexual species exhibited higher levels of inbreeding than unisexual species but did generally engage in some outcrossing. Inbreeding depression did not appear to be common in either unisexual or bisexual species. Genetic diversity was higher in populations of unisexual species compared to populations of bisexual species. We found a significant association between species microhabitat preference and population genetic diversity: species preferring hummocks (high above water table) had populations with lower diversity than species inhabiting hollows (at the water table). We also found a significant interaction between sexual condition, microhabitat preference, and inbreeding coefficients, suggesting a vital role for species ecology in determining mating patterns in Sphagnum populations. © 2015 The Linnean Society of London, Biological Journal of the Linnean Society, 2015, 115 , 96–113.     

POPULATION STRUCTURE AND ESTIMATES OF GENE FLOW IN THE HOMOSPOROUS FERN POLYSTICHUM MUNITUM

Levels and distribution of genetic variation were investigated in the homosporous fern, Polystichum munitum. Homosporous ferns differ from higher vascular plants in that they possess potentially bisexual gametophytes which can produce a completely homozygous sporophyte in a single generation. Because of this, it has long been maintained that ferns possess an inbreeding mating system, resulting in low levels of genetic variation and high levels of homozygosity within populations. The four populations sampled maintain high levels of genetic variation (P? = 0.542; H? = 0.111; ā = 2.23), comparable to that maintained by populations of outcrossing seed plants. The mean fixation index, F, for the four populations was 0.052, indicating no significant deviations from Hardy-Weinberg genotypic expectations. Polystichum munitum distributes most of its genetic variation within rather than among populations. Population-genetic structure was assessed by subdividing each of two large populations into 10 × 10-m subpopulations. Comparisons of genetic variation within and among subpopulations indicated little genetic substructure within either of the artificially subdivided populations. Estimates of interpopulational gene flow (Nm) are extremely high, comparable to those reported for gymnosperms. Statistical estimates of intragametophytic selling are very low, ranging from 0 to 3%. This study suggests that Polystichum munitum is an outcrossing species. Evidence from this and other investigations indicates that fern species do not typically self-fertilize and that mating systems in ferns vary as they do among species of seed plants.     

Evolution of Inbreeding and Outcrossing in Ferns and Fern-Allies

Abstract Mating systems of 18 species of homosporous ferns follow a bimodal distribution, similar to that observed for seed plants (Schemske and Lande, 1985). Most species are highly outcrossing, a few are inbreeding, and two species examined to date have mixed mating systems. Equisetum arvense and several species of lycopods are also highly outcrossing. Several mechanisms, including inbreeding depression, antheridiogen, and ontogenetic sequences that result in effectively unisexual gametophytes, promote outcrossing in homosporous ferns and perhaps other homosporous pteridophytes as well. In some species of homosporous ferns, selection has favored the evolution of inbreeding as an adaptation for colonization. High levels of intra- and interpopulational gene flow via spore dispersal, coupled with high levels of intergametophytic crossing, generally lead to genetically homogeneous populations and species of homosporous ferns. However, rock-dwelling ferns and ferns from xeric habitats may exhibit significant population genetic structure due to physically patchy habitats. Reticulate evolution in homosporous ferns may be enhanced by high levels of intergametophytic crossing.     

ESTIMATES OF INTRAGAMETOPHYTIC SELFING AND INTERPOPULATIONAL GENE FLOW IN HOMOSPOROUS FERNS

Relatively little information is available on mating systems and interpopulational gene flow in species of homosporous pteridophytes. Because of the proximity of antheridia and archegonia on the same thallus, it has long been maintained that intragametophytic selling is the predominant mode of reproduction in natural populations of homosporous ferns and other homosporous plants. Furthermore, quantitative estimates of interpopulational gene flow via spore dispersal are lacking. In this paper, we examine five species of homosporous ferns (Botrychium virginianum, Polystichum munitum, P. imbricans, Blechnum spicant, and Dryopteris expansa) and present estimates of 1) rates of intragametophytic selling, 2) levels of interpopulational gene flow, and 3) interpopulational genetic differentiation (F_ST). Our data demonstrate that mating systems vary among species of ferns, just as they do among species of seed plants. The data also suggest that levels of interpopulational gene flow are generally high. The F_ST values indicate little genetic divergence among populations for all species except Dryopteris expansa, which exhibits significant levels of interpopulational genetic differentiation. Patterns of genetic diversity in the five species examined are related to the mating system and rate of interpopulational gene flow in each species. The F_ST values for all species except Botrychium virginianum are in close agreement with those predicted for an island model of population structure.     

THE DISTRIBUTION OF SELFING RATES IN HOMOSPOROUS FERNS

The models of Lande and Schemske predict that among species in which the selfing rate is largely under genetic control and not subject to tremendous environmental variation, the distribution of selfing rates should be bimodal. When this prediction was tested empirically using data from the literature for species of angiosperms and gymnosperms, the distribution of outcrossing rates for all species was clearly bimodal. To provide another empirical test of the prediction, we analyzed mating-system data for 20 species of Pteridophyta (ferns). Homosporous ferns and their allies are unique among vascular plants because three types of mating are possible: intragametophytic selfing (selfing of an individual gametophyte); intergametophytic selfing (analogous to selfing in seed plants); and intergametophytic crossing (analogous to outcrossing in seed plants). The distribution of intragametophytic selfing rates among species of homosporous ferns is clearly uneven. Most species of homosporous ferns would be classified as extreme outcrossers. In contrast, a few species are nearly exclusively inbreeding. In only a few populations of Dryopteris expansa and Hemionitis palmata and a single population of Blechnum spicant do we see convincing evidence of a mixed mating system. The uneven distribution of selfing rates we observed for homosporous ferns, coupled with a corresponding bimodality of the magnitude of genetic load, strongly supports the model.     

Mixed mating system in the fern Asplenium scolopendrium: implications for colonization potential

Background and Aims

Human-mediated environmental change is increasing selection pressure for the capacity in plants to colonize new areas. Habitat fragmentation combined with climate change, in general, forces species to colonize areas over longer distances. Mating systems and genetic load are important determinants of the establishment and long-term survival of new populations. Here, the mating system of Asplenium scolopendrium, a diploid homosporous fern species, is examined in relation to colonization processes.

Methods

A common environment experiment was conducted with 13 pairs of sporophytes, each from a different site. Together they constitute at least nine distinct genotypes, representing an estimated approx. 95 % of the non-private intraspecific genetic variation in Europe. Sporophyte production was recorded for gametophytes derived from each parent sporophyte. Gametophytes were grown in vitro in three different ways: (I) in isolation, (II) with a gametophyte from a different sporophyte within the same site or (III) with a partner from a different site.

Key Results

Sporophyte production was highest in among-site crosses (III), intermediate in within-site crosses (II) and was lowest in isolated gametophytes (I), strongly indicating inbreeding depression. However, intragametophytic selfing was observed in most of the genotypes tested (eight out of nine).

Conclusions

The results imply a mixed mating system in A. scolopendrium, with outcrossing when possible and occasional selfing when needed. Occasional intragametophytic selfing facilitates the successful colonization of new sites from a single spore. The resulting sporophyte, which will be completely homozygous, will shed large amounts of spores over time. Each year this creates a bed of gametophytes in the vicinity of the parent. Any unrelated spore which arrives is then selectively favoured to reproduce and contribute its genes to the new population. Thus, while selfing facilitates initial colonization success, inbreeding depression promotes genetically diverse populations through outcrossing. The results provide further evidence against the overly simple dichotomous distinction of fern species as either selfing or outcrossing.     

THE CYTOLOGY AND DERIVATION OF A TEMPERATURE-SENSITIVE MEIOTIC MUTANT IN THE FERN CERATOPTERIS

Meiotic mutants were obtained from an inbreeding program following a hybridization between two diploid species of the homosporous fern Ceratopteris. The mutants are characterized by high levels of asynapsis at high temperatures (27 C, 33 C) and by aberrant spindle function at low temperatures (18 C). Spore viabilities vary with temperature and are highest at 23 C. Occasional restitution during the first division results in the production of dyads of diploid spores, some of which are viable. The inbreeding program was characterized by the expression of high levels of apparent heterozygosity in spite of intragametophytic selfing. It appears that segregation within the inbreeding program was responsible for the production of the mutants. The apparent heterozgosity and segregation can be explained by a previously documented genetic system within the polyploid homosporous ferns.     

Sporophyte formation in experimentally-induced unisexual female and bisexual gametophytes ofLygodium japonicum

Unisexual female and male and bisexual gametophytes were experimentally induced inLygodium japonicum. A single bisexual gametophyte was isolated in a dish and a female gametophyte was paired with a male one to allow intragametophytic selfing and intergametophytic mating, respectively. About 30% of the females formed sporophytes but no bisexual gametophytes formed them.     

ELECTROPHORETIC EVIDENCE FOR GENETIC DIPLOIDY IN PSILOTUM NUDUM

Psilotum nudum (2n = 104) has been considered an ancient polyploid, having resulted from repeated cycles of hybridization and allopolyploidy. However, electrophoretic analysis indicates that this species is genetically diploid despite its high chromosome number. Sixteen enzymes, encoded by 28 loci, revealed in P. nudum the number of isozymes typical of diploid seed plants. There is, therefore, no evidence of polyploid gene expression for the enzymes analyzed. These results for Psilotophyta are similar to those obtained for other lineages of homosporous pteridophytes, i.e., Arthrophyta and homosporous Microphyllophyta and Pteridophyta, all of which should be considered genetically diploid. Several hypotheses have been proposed to explain these results, most notably 1) cycles of allopolyploidy followed by massive gene silencing, and 2) initiation of these lineages with high chromosome numbers, possibly via chromosomal fission. Discrimination between these hypotheses awaits testing with molecular genetic techniques.     

OBLIGATE OUTCROSSING IN A HOMOSPOROUS FERN: FIELD CONFIRMATION OF A LABORATORY PREDICTION

While homosporous ferns are potentially capable of producing totally homozygous sporophytes in one generation via selfing of their bisexual gametophytes, laboratory analyses indicate that a variety of mechanisms promote gametophytic outcrossing. The operation of these mechanisms in natural sporophyte populations, however, has not been previously demonstrated. Laboratory analyses of gametophyte ontogeny show that Bommeria hispida is obligately outcrossing. Electrophoretic data presented here indicate that individuals from natural sporophyte populations of this species are highly heterozygous. Electrophoretic data, therefore, corroborate evidence from the in vitro analysis of gametophyte development and demonstrate that sporophytes of B. hispida in nature typically are products of outcrossing between genetically different gametophytes. Extrapolations from the literature, together with our findings, indicate that outcrossing mechanisms may operate frequently in ferns, thereby maintaining genetic variability between individuals within populations. This evidence questions whether most ferns are highly inbred and therefore predominantly homozygous.     

ELECTROPHORESIS IS MODIFYING OUR CONCEPTS OF EVOLUTION IN HOMOSPOROUS PTERIDOPHYTES

Analyses of electrophoretically detectable enzyme variants in homosporous pteridophytes are facilitating the development of new insights into their genetics and evolution. The number of isozymes per enzyme indicates that homosporous pteridophytes are genetic diploids, in spite of the fact that they have high chromosome numbers. High levels of heterozygosity and genetic variability in sporophytic populations indicate that many diploid species are outcrossing with inbreeding representing a derived character state. Because the congeneric homosporous pteridophyte species analyzed to date have low genetic identities, allozymic characters are also proving to be useful as genomic markers for elucidating patterns of reticulate evolution. The accumulated data suggest that the genetic system of homosporous pteridophytes differs fundamentally from that of seed plants. The present genomic constitution of extant taxa may be the result of repeated cycles of allopolyploidy followed by gene silencing and extinction of progenitor taxa. Alternatively, the original homosporous pteridophytes may have had high chromosome numbers. Although current species probably evolved recently, their phylogenetic roots may be difficult to trace because even closely related pteridophytes are genetically distant and extinction has obliterated the ancestral intermediates between lineages. These hypotheses can and should be tested using a combination of molecular, phylogenetic, and population biology methods.     

GENETIC VARIATION AND POPULATION STRUCTURE IN THE FERN BLECHNUM SPICANT (BLECHNACEAE) FROM WESTERN NORTH AMERICA

Population genetic structure in the homosporous fern Blechnum spicant was analyzed in six populations from western North America. Each population was divided into approximately 10 m by 10 m subpopulations, and genetic variation within and among subpopulations was compared using enzyme electrophoresis and F statistics. These analyses indicated that there was no evidence of genetic structure in four of the six populations examined. However, significant genetic heterogeneity among subpopulations was observed for the other two populations. The genetic structure of these populations may be attributable, in part, to family structure resulting from high rates of intragametophytic selling and/or spatial patchiness in the distribution of individuals due to limited habitat availability in these areas. Outcrossing populations of B. spicant generally lack genetic structure, whereas the most highly inbreeding population maintains significant genetic structure. The information obtained in this investigation of population genetic structure in Blechnum spicant is consistent with data for angiosperms and gymnosperms. It appears that the outcrossing mating system and effective mechanism of spore dispersal in B. spicant may account for the general lack of genetic structure within populations of this species.     

Breeding Systems of Three Tree Ferns: Alsophila firma (Cyatheaceae), Cyathea stipularis (Cyatheaceae), and Lophosoria quadripinnata (Lophosoriaceae)

Abstract Breeding-system data have been available for a large number and diverse array of angio-sperms for a relatively long time. In contrast, breeding systems of ferns and their allies (pteridophytes) have only recently been examined, and breeding-system data from natural populations of sporophytes are still lacking for pteridophytes representing many life-history strategies. Few studies, for example, have examined breeding systems of tropical pteridophytes, and no breeding-system data are available for tree ferns. We therefore examined the breeding systems of three species of tree ferns from Costa Rica, Alsophila firma (Cyatheaceae), Cyathea stipularis (Cyatheaceae), and Lophosoria quadripinnata (Lophosoriaceae) using enzyme electro-phoresis. Genetic data were used to estimate intragametophytic self-fertilization and F , the fixation index. Analysis of genetic data indicates that the gametophytes of these three species predominantly cross-fertilize; all three species would be characterized as outcrossers. However, some population-to-population variation in breeding system was detected in all three species. Outcrossing also typifies a diverse array of temperate ferns. Thus, despite the potential for self-fertilization, outcrossing appears to characterize the majority of pteridophytes representing a variety of evolutionary lineages, life-history strategies, and environments.     

Trends for Inbreeding in Polyploid Pteridophytes

Abstract Previous studies on the sequence of the gametangium formation in homosporous fern gametophytes (Masuyama, 1975a, b) suggested that diploid and polyploid taxa may favor gametophytic crossing and gametophytic selfing, respectively. In this view, intraspecific polyploids of three fern species ( Phegopteris decursive-pinnata, Lepisorus thunbergianus and Pteris dispar ) have been investigated for the amount of genetic load or the rate of gametophytic selfing. As expected, a marked contrast of mating systems is found between diploids and tetraploids; the former predominantly undergo gametophytic crossing and the latter predominantly undergo gametophytic selfing. It seems likely that diploid homosporous pteridophytes favor gametophytic crossing with some exceptions favoring gametophytic selfing as a derived condition, whereas polyploid homosporous pteridophytes favor gametophytic selfing predominantly.     

POPULATION GENETICS OF INTRAGAMETOPHYTIC SELFING

Intragametophytic selfing is a mode of reproduction occurring in homosporous ferns where two gametes from the same haploid gametophyte form a completely homozygous sporophyte. The inbreeding equilibrium is derived for a population with partial intragametophytic selfing, selfing, and outcrossing. Procedures for directly estimating the extent of intragametophytic selfing and selfing using parent-offspring data are given. The conditions for a stable polymorphism from a heterozygous-advantage fitness model are more restrictive for partial intragametophytic selfing than for selfing. The rate of decay of gametic disequilibrium is slower for partial intragametophytic selfing than for selfing. Based on these findings, one would predict that plants with intragametophytic selfing would have less polymorphism for loci with a heterozygous advantage and more gametic disequilibrium between neutral loci than is expected for populations with an equivalent amount of selfing. Data from several studies are consistent with these predictions.     

GAMETOPHYTE ONTOGENY,SEX EXPRESSION,AND GENETIC LOAD AS MEASURES OF POPULATION DIVERGENCE IN BLECHNUM SPICANT

Early gametophyte ontogeny was quantitatively distinct for Olympic Peninsula, Alaskan, and disjunct Idaho populations of the homosporous fern Blechnum spicant (L.) J. Sm. Although variable, gametophyte sex expression was shown to have a genetic component. Statistically different patterns of sex expression characterize each population. The Olympic Peninsula populations were distinct from each other but consistent in having a predominantly unisexual pattern. The disjunct Idaho population was predominantly bisexual at the time when comparable field collected gametophytes bear sporophytes. Preliminary experiments suggest that an antheridogen operates in this species. Increased sowing density favors maleness, and an extract from soil cultures of gametophytes shifts cultures to an exclusively male pattern after a dramatic suppression of growth. Mating experiments revealed that all populations are interfertile, although fertility was highest when the test Idaho population underwent intergametophytic-selfing. The Idaho population evidenced a low level of genetic load consistent with predictions based on its sex expression. Although Olympic Peninsula populations evidenced apparent high genetic load in some experiments, failure to produce abundant sporophytes in other experiments suggested that additional cultural factors operated to reduce sporophyte formation. Moderate density mating experiments produced single sporophytes that were comparable to field collections. Isolated gametophytes underwent polyembryony after a time delay and gametophyte proliferation. Cultural conditions which allow sporophyte formation on isolated gametophytes without this delay or proliferation must be sought before further genetic analysis is undertaken.     

GENETIC VARIATION IN THE HOMOSPOROUS FERN PELLAEA ANDROMEDIFOLIA

Genetic variability was examined in nine sexual and three apogamous natural populations of the homosporous fern Pellaea andromedifolia by electrophoretic analysis of enzymes specified by eight loci. Genetic interpretations of heterozygous banding patterns were determined by segregational analysis of gametophytes. High levels of segregating heterozygosity characterized the sexually reproducing populations, and genotype frequencies at the five polymorphic loci were consistent with those expected under conditions of random intergametophytic mating. Multiple-banded patterns in the apogamously reproducing populations resembled those of heterozygous sexual individuals, but did not segregate. The results suggest that genetic variation in sexual homosporous vascular plants is produced by cross fertilization of genetically different gametes and may not result from pairing between homoeologous chromosomes carrying duplicated loci as previously thought.