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.     

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.     

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.     

AN ELECTROPHORETIC INVESTIGATION OF INTRAGAMETOPHYTIC SELFING IN EQUISETUM ARVENSE

Because homosporous pteridophytes (Psilotophyta, Arthrophyta, most Microphyllophyta and Pteridophyta) produce bisexual gametophytes, it was maintained that high levels of inbreeding would characterize these plants. Electrophoretic evidence was used to estimate the frequency of intragametophytic selfing in Equisetum arvense (Arthrophyta). A total of 669 samples from 17 populations was examined from western North America. Although some populations exhibited as many as seven or eight genotypes, 10 populations were each characterized by only a single genotype; eight of these populations were heterozygous for one or more loci. For most populations, estimates of intragametophytic self-fertilization are 0.000, indicating that virtually all matings involve different gametophytes. Genetic data corroborate predictions based on earlier field and laboratory investigations of Equisetum gametophytes. These detailed studies demonstrated that in many species, including E. arvense, gametophytes are initially either male or female; only later and in the absence of fertilization do some gametophytes become bisexual. Our findings join a growing electrophoretic data base which demonstrates that homosporous pteridophytes are not highly inbreeding as previously suggested.     

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.     

GENETIC LOAD AND THE MATING SYSTEM IN HOMOSPOROUS FERNS

The mutational genetic load was calculated assuming mutation-selection-inbreeding equilibrium and applied to homosporous ferns. Diploid species with past inbreeding should have a low genetic load while outcrossers should have a high genetic load. These predictions are consistent with the bimodal pattern of genetic load found in 18 diploid homosporous fern species. The prediction that tetraploids should have a low genetic load is also consistent with estimates of genetic load in several species.     

ESTIMATION OF GENE FLOW AND GENETIC NEIGHBORHOOD SIZE BY INDIRECT METHODS IN A SELFING ANNUAL,TRITICUM DICOCCOIDES

Rates of gene flow and neighborhood area were investigated in the selfing annual, Triticum dicoccoides. The collection of seed material was made using a spatial hierarchical sampling design in which four collection sites were 5–7 m apart, four were 15–17 m apart, and four were 100–120 m apart. Between 25 and 30 plants were scored from each site (mean sample size = 28.7). Two procedures for indirect estimation of gene flow were used on gene-frequency data from 13 polymorphic loci. The estimates of Nm using Wright's (1943a, 1943b) estimation procedure were 1.265, 0.212, and 0.357, for the closest, intermediate, and most distant distance classes, respectively. The estimates of Nm using Slatkin's (1985) private-allele procedure were 4.675 (subsample ranges: 1.544–4.675), 0.110 (subsample ranges: 0.069–0.153), and 0.670 (subsample ranges: 0.129–0.256). The results indicate a general agreement between the two procedures. Both indicate a sharp decrease in gene flow beyond the first distance class (5–7 m). The large gene-flow values and the large variation within the 5–7-m distance class are taken as evidence that a genetic neighborhood for this species may cover an area defined by a 5-m radius. The results also indicate that gene flow between populations separated by only 10 or more meters may be quite limited.     

GENETIC VARIATION AND ESTIMATES OF GENE FLOW IN CLARKIA SPECIOSA SUBSP. POLYANTHA (ONAGRACEAE)

Estimates of interpopulational gene flow and the levels and distribution of genetic variation in Clarkia speciosa subsp. polyantha were obtained using enzyme electrophoresis. Eight enzymes encoded by 17 loci were analyzed. Nei's mean genetic identity was 0.96, indicating little genetic divergence among populations. Gene diversity statistics also suggest little heterogeneity among populations. Interpopulational gene flow, estimated according to Slatkin (1985), was fairly high, Nm = 3.9, probably accounting for the lack of differentiation among populations.     

COMPARATIVE LEAF STRUCTURE OF SEVERAL SPECIES OF HOMOSPOROUS LEPTOSPORANGIATE FERNS

The structure of the mature leaves of 13 species from 9 families of homosporous leptosporangiate ferns was examined by light and electron microscopy. In 11 species (Adiantum pedatum L., Athyrium angustum Roth., Cyathea dregei Sm., Lygodium palmatum Sw., Mohria caffrorum (L.) Desv., Oleandra distenta Kuntae, Pellaea calomelanos (Sw.) Link, Pityrogramma calomelanos (L.) Link var. austro-americana (Domn.) Farw., Trichomanes melanotrichum Schlechtend., Vittaria guineensis Desv., and Woodwardia orientalis Sw.) the lamina veins are collateral; in two (Phlebodium aureum and Platycerium bifurcatum), bicollateral as well as collateral veins are present. The vascular bundles in the midribs of C. dregei and those in the petioles and midribs of Phlebodium and Platycerium are concentric. All of the vascular bundles in the homosporous leptosporangiate ferns studied are delimited by a tightly arranged cylinder of endodermal cells with Casparian strips. Within the veins without parenchymatic xylem sheaths, some sieve elements commonly abut tracheary elements with hydrolyzed primary walls. The majority of vascular parenchyma cells contact both sieve elements and tracheary elements, although some parenchyma cells are associated with only one type of conducting cell. Transfer cells (parenchyma cells with wall ingrowths) occur in the veins of 6 species examined. Most of the vascular parenchyma cells, however, have no distinctive structural characteristics. The sieve elements of the homosporous leptosporangiate ferns are very similar structurally and each consists of a plasmalemma, a parietal, anastomosing network of smooth endoplasmic reticulum (ER), and variable numbers of refractive spherules, plastids and mitochondria. The sieve elements of L. palmatum also contain plasmalemma tubules. The parenchymatic cells of the leaf (mesophyll, endodermal and vascular parenchyma cells) are united by desmotubule-containing plasmodesmata. The sieve elements are connected to each other by sieve pores and to parenchymatic cells by pore-plasmodesma connections. The sieve-area pores contain variable amounts of membranous material, apparently ER membranes, but do not occlude them. These membranes commonly are found in continuity with the parietal ER of the lumen. Based upon the relative frequencies of cytoplasmic connections between cell types, the photosynthates may move from the mesophyll to the site of phloem loading via somewhat different pathways in different species of homosporous leptosporangiate ferns.     

ABNORMAL REDUCTIONAL AND NONREDUCTIONAL MEIOSIS IN CERATOPTERIS: ALTERNATIVES TO HOMOZYGOSITY AND HYBRID STERILITY IN HOMOSPOROUS FERNS

Natural and synthesized hybrids of Ceratopteris were investigated to determine the effect of hybridization on the genetic system. Studies indicated that the hybrids exhibited massive spore abortion and pairing abnormalities at meiotic prophase, characteristic of “sterile diploids and triploids” reported in hybridization studies of other fern genera. However, a small percentage of viable spores also was produced by the hybrids. Cytological investigations indicated the presence of previously unreported meiotic adaptations that allowed the production of unreduced spores and reduced spores exhibiting chromatid heterozygosity. The reduced spores allow haploid gametophytes to form heterozygous zygotes in spite of intragametophytic selfing. The unreduced spores were shown to be responsible for the fertility of the “sterile” hybrid and allowed the subsequent production of up to three generations of sporophytes. The literature suggests that these meiotic adaptations are present in other fern genera and may play a significant role in evolution through hybridization.     

AUTOGAMOUS ALLOHOMOPLOIDY IN ALSOPHILA AND NEPHELEA (CYATHEACEAE): A NEW HYPOTHESIS FOR SPECIATION IN HOMOPLOID HOMOSPOROUS FERNS

Morphological and chemosystematic studies demonstrate that three endemic Puerto Rican tree ferns, Alsophila bryophila, A. dryopteroides and Nephelea portoricensis have been hybridizing and have produced a hybrid swarm. Three distinct hybrids are present, one of which is strikingly uniform in its morphology. The population ecology of species and hybrids indicates that the most uniform hybrid is more abundant and has a narrower ecological adaptation than its parents. The hybrids are fertile diploids and are producing F₂ segregates which resemble species from other islands in the Greater Antilles. An hypothesis for the stabilization of hybrid reproduction at the homoploid level, autogamous allohomoploidy, is proposed. The hypothesis explains the sharing of unique characters between sympatric species pairs of Alsophila and Nephelea in the Greater Antilles and in Central and South America. It is suggested that other genera of homosporous ferns have also speciated by autogamous allohomoploidy.     

GENE FLOW IN LICHENS

Experimental studies of the evolutionary biology of lichen fungi have been hampered by massive difficulties of in vitro culture and artificial crosses are still not possible. Gene flow in these organisms is demonstrated here for the first time by the analysis of secondary products in the progeny of individuals from natural populations of mixed chemotypes of the Cladonia chlorophaea complex. All of the chemotypes in this study have been interpreted as distinct sibling species. In the Appalachian Mountains of North Carolina, however, the grayi and merochlorophaea chemotypes are found to belong to a single interbreeding populations that is reproductively isolated from the cryptochlorophaea chemotype. In the Coastal Plain, the cryptochlorophaea chemotype hybridizes with the local endemic perlomera chemotype. This study has major impact for species concept in lichens because consideration of neither morphologial tendencies nor biogenetic relationships of the secondary products could have predicted its result.     

ALTERNATION OF GENERATIONS IN FERNS: MECHANISMS AND SIGNIFICANCE

Arguments against the compiling of generalized life cycles summarizing alternation of generations in ferns are presented, and some common misconceptions about breeding systems addressed. What little is known or can be deduced about time frames, mechanisms and significance of alternation events in the lives of two species: bracken fern ( Pteridium ) and Killarney fern ( Trichomanes speciosum ) is presented. Evidence is provided that gametophytes may play a more important role in survival of both these species than previously suspected, and the need for more long-term studies and experiments/measurements of ferns in natural conditions/populations is stressed.     

INTERPOPULATIONAL VARIATION IN THE GAMETOPHYTES OF PELLAEA ANDROMEDAEFOLIA

The development and mature morphology of the gametophytes from both sexual and apogamous populations of the fern Pellaea andromedaefolia were investigated. While most sexual examples were indistinguishable, some differences were noted. An insular collection was distinctive in its variability and irregularity of form. Although the latter was a representative of var. pubescens, other collections of the variety could not be distinguished from var. andromedaefolia on the basis of gametophytic characteristics. The apogamous gametophytes were decidedly more variable in development and often very different from sexual thalli. The mature asexual thalli tended to be more irregular in form and usually sharply divergent from the typical cordate type characteristic of the sexual populations. Each of the five apogamous samples was unique with respect to gametophyte development. The differences among the gametophytes of the various populations do not correlate with the sporophytic characteristics which differentiate the two varieties of the species.     

QUANTITATIVE VARIATION IN PHLOX: COMPARISON OF SELFING AND OUTCROSSING SPECIES

Variation of 20 quantitative characters was examined within and among 10 populations of the predominantly outcrossing Phlox drummondii and 4 populations of the predominantly selfing P. cuspidata grown in a greenhouse. Multivariate analysis of variance, considering all characters simultaneously, indicated that there were significant differences among populations in both species while analysis of individual characters demonstrated that there were significant population differences for 19 characters in P. drummondii and 13 characters in P. cuspidata. On average, 16% of the total phenotypic variation in P. drummondii occurred among populations compared to less than 4% of the total variation in P. cuspidata. In addition, P. drummondii exhibited significant differences among families within populations more frequently than P. cuspidata. Most observed variation in both species occurred within families where environmental and genetic sources of variation could not be partitioned. There was a trend for P. drummondii to have higher heritabilities than P. cuspidata for most characters even when assumptions about breeding systems were relaxed. Thus, the outbreeding species exhibited larger genetic differences among populations and among families within populations than the selfing species in the greenhouse environment. These data suggest that P. drummondii has the greater evolutionary potential of the two species and are consistent with the hypothesis that differences in population structure result from differences in the breeding systems of the two species.