Reproductive biology of the Pteridophyta. II. Theoretical considerations

Because of the homothallic nature of many pteridophytes, two categories of mating are possible: intragametophytic selling (the origin of both gametes from a single gametophyte) and inter-gametophytic mating (the origin of each gamete from a different gametophyte).Various morphological and genetical criteria (placement of the gametangia on the thallus, their sequence of ontogeny, the capacity for simple polyembryony and genetic self-incompatibility) can be used to indicate the relative probability of intragametophytic selfing or intergametophytic mating. Only the former has genetic significance (i.e.complete homozygosity); if the latter is evidenced, then detailed studies of population variability are required to ascertain the breeding system. Three types of reproductive systems involve the gametophyte generation: intragametophytic selfing, intergametophytic mating and apogamy. Apogamy generally offers the shortest gametophyte generation and the least evolutionary potential, intergametophytic mating systems generally have the longest gametophyte generation and the greatest evolutionary potential, and intragametophytic mating systems are intermediate in both respectS. It is envisioned that the interaction between gametophyte ecology and evolutionary potential is important in the evolution of a taxon's reproductive system.     

Reproductive Biology of the Pteridophyta

Because of the homothallic nature of many pteridophytes, two categories of mating are possible: intragametophytic selling (the origin of both gametes from a single gametophyte) and inter-gametophytic mating (the origin of each gamete from a different gametophyte).Various morphological and genetical criteria (placement of the gametangia on the thallus, their sequence of ontogeny, the capacity for simple polyembryony and genetic self-incompatibility) can be used to indicate the relative probability of intragametophytic selfing or intergametophytic mating. Only the former has genetic significance (i.e.complete homozygosity); if the latter is evidenced, then detailed studies of population variability are required to ascertain the breeding system.
Three types of reproductive systems involve the gametophyte generation: intragametophytic selfing, intergametophytic mating and apogamy. Apogamy generally offers the shortest gametophyte generation and the least evolutionary potential, intergametophytic mating systems generally have the longest gametophyte generation and the greatest evolutionary potential, and intragametophytic mating systems are intermediate in both respectS. It is envisioned that the interaction between gametophyte ecology and evolutionary potential is important in the evolution of a taxon's reproductive system.     

Reproductive biology of the Pteridophyta 1. General considerations and a study of Onoclea sensibilis L.

Many pteridophytes are capable of two levels of selling, intra and intergametophytic. Since intragametophytio selling (the origin of both gametes from one gametophyte) results in zygotic homozygosity, this introduces a factor in pteridophyte evolution seldom contemplated. Morphological and genetic techniques are presented which may give an estimate of the frequency of intragametophytic selfing in nature.
Morphological criteria such as the sequence of the development and the spatial arrangement of the gametangia may be indicative of the importance of intragametophytic selfing in the mating system. Estimates of the genetic load (sporophytio lethals) in a population are related to the frequency of the occurrence of intragametophytio selfing.
Onoclea sensibilis L. morphologically has a mating system which gives a low probability of intragametophytio selfing. A genetic load was found in this species.     

The reproductive biology of the invasive ferns Lygodium microphyllum and L. japonicum (Schizaeaceae): implications for invasive potential

The effect of culture system and population source on sexual expression and sporophyte production was examined for two invasive fern species in Florida, USA, Lygodium microphyllum and L. japonicum (Schizaeaceae). Both species are currently spreading through Florida. Long-distance dispersal of ferns is thought to rely on successful intragametophytic selfing. Given the rate of spread observed in both Lygodium species, we hypothesized that both species are capable of intragametophytic selfing. To test this hypothesis, gametophytes of both species were grown in vitro as isolates, pairs, and groups. Both species were capable of intragametophytic selfing; 78% of L. microphyllum isolates produced sporophytes and over 90% of the L. japonicum isolates produced sporophytes. Lygodium microphyllum also displayed the ability to reproduce via intergametophytic crossing, facilitated by an antheridiogen pheromone. Sporophyte production was rapid across mating systems for both species, an advantage in Florida's wet and dry seasonal cycles. The high intragametophytic selfing rate achieved by both species has likely facilitated their ability to colonize and spread through Florida. The mixed mating system observed in L. microphyllum appears to give this species the ability to invade distant habitats and then adapt to local conditions.     

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.     

MATING SYSTEM AND DISTRIBUTION OF GENETIC VARIATION IN GYMNOCARPIUM DRYOPTERIS SSP. DISJUNCTUM

Levels and distribution of genetic variation were analyzed in 15 populations of the homosporous fern Gymnocarpium dryopteris ssp. disjunctum to evaluate the mating system and the genetic structure of this taxon. Estimated rates of intragametophytic selling were 0.000 in all populations, signifying that all sporophytes examined arose via intergametophytic matings. Furthermore, values of F, the fixation index, ranged from –0.171 to 0.038, indicating that all populations approach Hardy-Weinberg equilibrium. Therefore, not only is intragametophytic selling rare in G. dryopteris ssp. disjunctum, but intergametophytic selling is also uncommon. Factors promoting outcrossing in G. dryopteris ssp. disjunctum include an antheridiogen system, an ontogenetic sequence that favors intergametophytic matings, and high levels of genetic load. Analysis of F-statistics indicated statistically significant genetic differentiation among populations despite a mean genetic identity of 0.973 and high levels of interpopulational gene flow (Nm = 3.41 to 4.09). These patterns may reflect levels of gene flow that prevent significant interpopulational divergence while permitting slight genetic differentiation among populations.     

Palynology and intergeneric relationships in subtribe Hyoseridinae (CompositaerLactuceae)

Ceratopteris pteridoides is an inbreeding species. Intralocus homozygosity is deduced from the almost total absence of genetic load (recessive deleterious and lethal genes) in sporophytes from natural populations, and from gametangial sequences which indicate intragametophytic selfing. This mating system and the profound capacity of the species for vegetative reproduction, coupled with the small size and geographical isolation of many populations, strongly support the hypothesis of individual homozygosity. However, polymorphism is exhibited both within and between populations in specific, genetically mediated, gametophytic characteristics. The population genetic structure of C. pteridoides is similar to other inbreeding species.     

Experimental studies on mating systems and genetic load in Onoclea sensibilis L. (Aspleniaceae: Athyrioideae)

Sporophytes from natural populations of Onoclea sensibilis L. from eastern North America and Japan were investigated to determine their mating system and the frequency of recessive deleterious genes (genetic load). Morphological and physiological criteria in the gametophyte generation indicate that this species has a high probability of intergametophytic mating in nature. All sporophytes exhibited some degree of heterozygosity for genetic load, expressed either as zygotic lethals or leaky lethals. Effects of antheridogen on gametophyte sex ratios and polyembryony are described.     

Reproductive biology of the fernPhegopteris decursive-pinnata

It has been revealed that gametophytes of diploid plants ofPhegopteris decursive-pinnata have a low capability for intragametophytic selfing (Masuyama, 1979). In the present study, intergametophytic mating tests were conducted for the self-sterile gametophytes of four diploids to demonstrate the genetic factors responsible for such a low capability for selfing. The results of the tests indicated that the gametophytes carried two or more kinds of recessive embryonic lethal factors which were non-allelic with each other and that the occurrence frequency of the gametophytes with an identical recessive lethal factor was 13% to 27% in the gametophyte families of these four diploids The karyological study of a diploid sporophyte suggested not the tetraploid but the diploid constitution of somatic chromosomes. Based on these data, the diploid inheritance of two or three special deleterious genes with a synergistic interaction responsible for the embryonic lethality was hypothesized to elucidate the self-sterility in the diploids of this species.     

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.     

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.     

Growth, sex determination and reproduction of Dryopteris filix-mas (L.) Schott gametophytes under varying nutritional conditions

KORPELAINEN, H., 1994. Growth, sex determination and reproduction of Dryopteris filix-mas (L.) Schott gametophytes under varying nutritional conditions. Gametophyte isolates originating from two populations of Dryopteris filix-mas (L.) Schott were grown in culture media containing different amounts of nutrients. Both nutrition and source population significantly affected gametophyte growth, sex, reproduction and mortality. Taking into account the most optimal nutritional condition for the selfing of gametophytes originating from individual source sporophytes, the proportions of hermaphrodites reproducing by intragametophytic selfing in the two populations varied from 33 to 96% and from 54 to 100%, respectively. It is emphasized that when examining the amount of genetic load only hermaphrodites, not all individuals, should be included, and genetic load should be estimated from the growth experiments where the intensity of reproduction is at the maximum. It was detected that hermaphroditic gametophytes are considerably larger than males or asexuals. It follows that gametophyte size is decisive in sex determination. It is suggested that the effect of antheridiogen hormones, which is considered to be an important factor in gametophyte sex determination, is indirect. Antheridiogens would actually affect size, and size would influence sex expression. The ecology of fern mating systems, and the different genetic and nongenetic factors which promote intergametophytic matings are discussed.     

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.     

Patterns of Clonal Diversity in Dicranopteris linearis on Mauna Loa,Hawaii1

The clonal mat-forming fern, Dicranopteris linearis (N. L. Burm.) Underw., dominates vast areas of rainforests on the windward slopes of Mauna Loa Volcano on the island of Hawai'i. Because clone size has important ecological and evolutionary consequences in such a dominant species, we used isozyme analysis to investigate clone size and other aspects of genetic diversity and reproduction over a broad range of environmental conditions on primary successional sites (pahoehoe lava substrates). Isozyme analysis provided a measure of the upper limit of clonal size in this interdigitating clonal species. Each 0.5-ha primary successional site on Mauna Loa was comprised of a minimum of two to four clones. Genetic diversity in Dicranopteris was low; of 32 putative loci investigated, only 4 were polymorphic, with 2 or 3 alleles/locus. Over the 17 study locations on Mauna Loa and Kilauea Volcanoes, we identified nine multilocus genotypes based on unique combinations of allozymes. Seven of the nine genotypes were heterozygous for at least one locus, evidence of an intergametophytic mating system. Highly dispersible spores, coupled with intergametophytic mating should promote higher genetic diversity. We propose that the following factors contributed to low genetic diversity: founder effects; extreme isolation from mainland gene pools; high potential for mating among different gametophytes produced from the same sporophyte; relatively low numbers of safe sites for gametophyte establishment over space and time; and long-term reliance on vegetative growth. Leaf phenotypes were associated with genotype, but also with environmental conditions. Enough variability within a genotype existed to support the current treatment of Hawaiian Dicranopteris as one species. Vegetative growth was the primary means by which Dicranopteris covered the landscape. Nevertheless, spore production, gametophyte establishment, and sexual reproduction were absolutely essential for colonization of the few favorable microsites available on pahoehoe lava substrates of Mauna Loa following lava eruptions, dieback, and similar landscape-level disturbances.     

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.     

Self-fertilization in mosses: a comparison of heterozygote deficiency between species with combined versus separate sexes

Self-fertilization is a key difference of adaptive significance between species with combined versus separate sexes. In haploid-dominant species such as mosses and ferns, species with either combined or separate sexes (monoicous and dioicous, respectively) have the potential to self-fertilize (intergametophytic selfing), but being monoicous allows an additional mode of selfing (intragametophytic selfing). We used allozyme electrophoresis to estimate deviations from expected levels of heterozygosity under Hardy-Weinberg equilibrium to infer selfing rates in 10 moss species from 36 New Zealand populations. We found that while there were deficiencies of heterozygotes compared to expectation in both monoicous and dioicous mosses, monoicous species had significantly higher levels of heterozygote deficiency than dioicous species (F(IS)=0.89+/-0.12 and 0.41+/-0.11, respectively). Estimated selfing rates suggest that selfing occurs frequently in monoicous populations, and rarely in dioicous populations. However, in two dioicous species (Polytrichadelphus magellanicus and Breutelia pendula), we found significant indications of mixed mating or biparental inbreeding in a handful of populations. These data provide the first analysis of heterozygote deficiency and selfing among haploid-dominant species with breeding system variation, and we discuss our results with respect to the consequences of inbreeding depression and the evolution of breeding systems.     

Influence of mineral nutrient availability on growth of tree seedlings from the tropical deciduous forest

The effects of different nutrient availabilities on growth and biomass partitioning in seedlings from the tropical deciduous forest in Mexico were compared. The tree species studied were Heliocarpus pallidus, a species associated with disturbed parts of the forest, and Caesalpinia eriotachys, Jacquinia pungens and Recchia mexicana, species from mature, undisturbed habitats. The tropical deciduous tree seedlings were grown in pure silica sand for 50 days inside growth chambers under four nutrient regimes; 5, 20, 100 and 200% Long Ashton nutrient solutions. Data showed contrasting responses among species to different nutrient availabilities. Except Jacquinia pungens, all species had increased growth and productivity as nutrient level increased from 5 to 100%; however, no significant differences in these parameters were detected between 100 and 200% in all species. Compared with mature forest species, pioneer species showed higher variations in biomass production, relative growth rate and net assimilation rate. In contrast to mature forest species, root/ shoot ratios in Heliocarpus pallidus were greater and thus showed higher biomass allocation to roots when nutrient supply was limited. This response suggests higher phenotypic plasticity in pioneer species. Species from mature parts of the forest (Caesalpinia eriostachys, Recchia mexicana) showed less dependency on nutrient supply than pioneer species. These responses appear to support observations from studies with temperate plants investigating growth responses to soil fertility.     

Reproductive biology of the fernPhegopteris decursive-pinnata

Four diploid plants and four tetraploid plants ofPhegopteris decursive-pinnata were investigated for determination of the reproductive characteristics of their gametophytes and two major features were recognized. First, gametophytes of the diploids showed an ontogenetic sequence of gametangium formation which is unfavorable for intragametophytic selfing, whereas those of the tetraploids showed that favorable for intragametophytic selfing. Second, 41 to 72% of the isolated gametophytes of the diploids produced sporophytes in the intragmetophytic selfing tests, whereas all of the isolated gametrophytes of the tetraploids produced sporophytes in the tests. Based on these developmental and genetic features of gametophytes, the dissimilar mating systems of the diploids and the tetraploids of this species are discussed.     

Heterozygosity for recessive lethals in homosporous fern populations: Thelypteris palustris and Onoclea sensibilis

Sporophytes from natural populations of Thelypteris palustris and Onoclea sensibilis were subjected to breeding tests to reveal the presence of recessive lethal alleles in their genotypes. All sporophytes were found to be heterozygous for recessive sporophytic lethals. Despite the capability for producing completely homozygous genotypes by intragametophytic self-fertilization, ferns in natural populations seem to retain considerable genetic loads of deleterious recessive alleles. It is suggested that natural selection operates to strongly favour heterozygous rather than homozygous sporophytes under most conditions.     

Intragametophytic selfing does not reduce reproduction inDryopteris filix-max

Gametophytes ofDryopteries filix-mas (L.) Schott were grown as isolates and as pairs of related and unrelated individuals. Reproductive efforts were generally highest among isolates, which reproduce by intragametophytic selfing only. Reproductive success ofD. filixmas may depend on the abundance of resources rather than the actual mating system employed. The estimates of the amount of genetic load for the two populations examined were low, 10% and 16%, respectively. The great numbers and the high viability of sporophytes produced by intragametophytic selfing indicate thatD. filix-mas does not experience serious inbreeding depression.