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.     

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.     

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.     

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.     

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.     

Mating systems and genetic load in pioneer and non-pioneer Hawaiian Pteridophyta *

Sporophytes from natural populations of ferns occupying pioneer lava and mature rainforest habitats on the island of Hawaii, Hawaiian Islands, were investigated to determine their mating system and frequency of recessive lethal genes (genetic load). Species dominant in pioneer lava habitats were found to have intragametophytic mating systems and to be devoid of lethal genotypes. Species from intermediate and mature rain-forest habitats exhibited complex intergametophytic mating systems and higher levels of genetic load. It is suggested that natural selection has favoured intragametophytic mating and homozygosity in species of less diverse and less competitive pioneer habitats and intergametophytic mating and heterozygosity in species of more mature habitats.     

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.     

High Levels of Genetic Divergence among Populations in a Weedy Fern, Pteris multifida Poir.

Abstract Intragametophytic selfing in the homosporous ferns has been viewed as an advantageous mechanism permitting colonization of distant, open habitats. However, there is little evidence for the generality of colonization through intragametophytic selfing. In this study, the genetic structure of Pteris multifida was determined using Wright's F-statistics in order to detect the occurrence of this type of colonization. A high level of genetic divergence among populations (F_ST= 0.543) was found in P. multifida. This genetic divergence seems to be caused by frequent occurrences of colonization through intragametophytic selfing.     

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.     

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.     

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.     

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.     

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.     

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.     

The mixed mating system of the sea palm kelp Postelsia palmaeformis: few costs to selfing

Naturally isolated populations have conflicting selection pressures for successful reproduction and inbreeding avoidance. These species with limited seasonal reproductive opportunities may use selfing as a means of reproductive assurance. We quantified the frequency of selfing and the fitness consequences for inbred versus outcrossed progeny of an annual kelp, the sea palm (Postelsia palmaeformis). Using experimentally established populations and microsatellite markers to assess the extent of selfing in progeny from six founding parents, we found the frequency of selfing was higher than expected in every population, and few fitness costs were detected in selfed offspring. Despite a decline in heterozygosity of 30 per cent in the first generation of selfing, self-fertilization did not affect individual size or reproduction, and correlated only with a marginally significant decline in survival. Our results suggest both that purging of deleterious recessive alleles may have already occurred and that selfing may be key to reproductive assurance in this species with limited dispersal. Postelsia has an alteration of a free-living diploid and haploid stage, where the haploid stage may provide increased efficiency for purging the genetic load. This life history is shared by many seaweeds and may thus be an important component of mating system evolution in the sea.     

Effects of herbivory and inbreeding on the pollinators and mating system of Mimulus guttatus (Phrymaceae)

Most models of mating system evolution predict mixed mating to be unstable, although it is commonly reported from nature. Ecological interactions with mutualistic pollinators can help account for this discrepancy, but antagonists such as herbivores are also likely to play a role. In addition, inbreeding can alter ecological interactions and directly affect selfing rates, which may also contribute to maintaining mating system variation. We explored herbivore and inbreeding effects on pollinator behavior and selfing rates in Mimulus guttatus. First, individual spittlebug (Philaenus spumarius) herbivores were applied to native plants in two populations. Spittlebugs reduced flower size, increased anther-stigma distance, and increased selfing rates. A second experiment factorially crossed spittlebug treatment with inbreeding history (self- vs. cross-fertilized), using potted plants in arrays. Spittlebugs did not affect pollinator behavior, but they reduced flower size and nearly doubled the selfing rate. Inbreeding reduced the frequency of pollinator visits and increased flower-handling time, and this may be the first report that inbreeding affects pollinator behavior. Selfing rates of inbred plants were reduced by one half, which may reflect early inbreeding depression or altered pollinator behavior. The contrasting effects of herbivory and inbreeding on selfing rates may help maintain mating system variation in M. guttatus.     

Variability of individual genetic load: consequences for the detection of inbreeding depression

Inbreeding depression is a key factor affecting the persistence of natural populations, particularly when they are fragmented. In species with mixed mating systems, inbreeding depression can be estimated at the population level by regressing the average progeny fitness by the selfing rate of their mothers. We applied this method using simulated populations to investigate how population genetic parameters can affect the detection power of inbreeding depression. We simulated individual selfing rates and genetic loads from which we computed fitness values. The regression method yielded high statistical power, inbreeding depression being detected as significant (5?% level) in 92?% of the simulations. High individual variation in selfing rate and high mean genetic load led to better detection of inbreeding depression while high among-individual variation in genetic load made it more difficult to detect inbreeding depression. For a constant sampling effort, increasing the number of progenies while decreasing the number of individuals per progeny enhanced the detection power of inbreeding depression. We discuss the implication of among-mother variability of genetic load and selfing rate on inbreeding depression studies.     

Genetic diversity and breeding system in a group of neotropical epiphytic ferns (Pleopeltis; Polypodiaceae)

Epiphytes are ecologically important components of tropical forests worldwide and yet they have been underrepresented in studies of reproductive biology. Given the presumed ephemeral nature of their substrates, and the importance of dispersal and colonization, epiphytes might be expected to undergo substantial inbreeding to ensure reproductive success, as in weedy terrestrial plants. While there is some evidence for inbreeding in epiphytic angiosperms, the only previous studies of fern epiphytes indicate that they are predominantly outcrossing. The present study reports on the genetic diversity and breeding system of six members of the Neotropical epiphytic fern genus Pleopeltis (Polypodiaceae). A survey of isozyme variability using starch gel electrophoresis revealed high population levels of polymorphism (P = 0.62), allelic diversity (A = 2.3), and individual heterozygosity (Ho = 0.181), but little differentiation among conspecific populations (I 3 0.98; Gst = 0.048), and high interpopulational gene flow rates (Nm > 1). In addition, there was no indication of homozygote excess within populations that might indicate a history of selfing in these ferns: populations generally conformed to Hardy-Weinberg expected genotype frequencies, and both Wright's inbreeding coefficient (Fis) and Holsinger's intragametophytic selfing rates approached zero. Possible mechanisms limiting inbreeding in these ferns include antheridiogen activity and high levels of genetic load that would lead to inbreeding depression upon selfing.