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.     

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.     

The structure and development of haustorial placentas in leptosporangiate ferns provide a clear-cut distinction between euphyllophytes and lycophytes

This light and electron microscope study revealed that leptosporangiate ferns have highly distinctive gametophyte-sporophyte junctions characterized by sporophytic haustoria, the absence of intraplacental spaces and degenerating cells, and the early appearance of wall ingrowths in both generations. Other notable cytological features are highly pleomorphic plastids and mitochondrial aggregates in the gametophytic placental cells. Close similarities with the gametophyte-sporophyte junctions in Tmesipteris and major differences from those of homosporous lycophytes are in line with the placement of psilophytes and ferns in the same clade and distance both from lycophytes. A smooth interface between the two generations in Azolla suggests a clear-cut discontinuity between homosporous and heterosporous ferns, although this is the only heterosporous fern investigated to date. Similarities between the gametophyte-sporophyte junctions of leptosporangiate ferns and hornworts, when balanced against differences between them, are considered more likely the result of parallel evolution rather than homology.     

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.     

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.     

Remarks on reproductive biology of homosporous ferns

Some results obtained in breeding experiments of homosporous ferns cannot be explained by genetic load alone. Simple models of epistasis or heterogenic unilateral incompatibility are discussed which may help to explain the exceptional observations. The need for further experiments is emphasized.     

Present,past and future of the European rock fern Asplenium fontanum: combining distribution modelling and population genetics to study the effect of climate change on geographic range and genetic diversity

Background and Aims

Climate change is expected to alter the geographic range of many plant species dramatically. Predicting this response will be critical to managing the conservation of plant resources and the effects of invasive species. The aim of this study was to predict the response of temperate homosporous ferns to climate change.

Methods

Genetic diversity and changes in distribution range were inferred for the diploid rock fern Asplenium fontanum along a South–North transect, extending from its putative last glacial maximum (LGM) refugia in southern France towards southern Germany and eastern-central France. This study reconciles observations from distribution models and phylogeographic analyses derived from plastid and nuclear diversity.

Key Results

Genetic diversity distribution and niche modelling propose that genetic diversity accumulates in the LGM climate refugium in southern France with the formation of a diversity gradient reflecting a slow, post-LGM range expansion towards the current distribution range. Evidence supports the fern''s preference for outcrossing, contradicting the expectation that homosporous ferns would populate new sites by single-spore colonization. Prediction of climate and distribution range change suggests that a dramatic loss of range and genetic diversity in this fern is possible. The observed migration is best described by the phalanx expansion model.

Conclusions

The results suggest that homosporous ferns reproducing preferentially by outcrossing accumulate genetic diversity primarily in LGM climate refugia and may be threatened if these areas disappear due to global climate change.     

Genetic and genomic aspects of hybridization in ferns

The morphological and ecological intermediacy of hybrid taxa has long interested and challenged fern biologists, resulting in numerous systematic contributions focused on disentangling relationships within reticulate species complexes. From a genetic perspective, hybrid ferns are especially interesting because they represent the union of divergent parental genomes in unique evolutionary entities. This review summarizes advances in our knowledge of the genetic and genomic aspects of hybridization in ferns from the mid-20th century to the present. The different organismal products of hybridization, evolutionary aspects of additive and non-additive gene expression in allopolyploids, genetic and genomic mechanisms leading to gene silencing and loss, the roles of multiple origins and introgression for imparting genetic variation to hybrid fern taxa and their progenitors, and the utility of allopolyploid ferns to investigate mechanisms of genome evolution in the homosporous ferns are discussed. Comparisons are made to other plant lineages and important future research directions are highlighted, with the goal of stimulating additional research on hybrid ferns.     

NONHOMOLOGOUS CHROMOSOME PAIRING IN THE FERN CERATOPTERIS

The homosporous fern Ceratopteris thalictroides forms completely homozygous offspring sporophytes in one generation of selfing. Such homozygotes do not breed true and can exhibit structural heterozygosity for chromosomal mutations in some meiocytes. This is due to occasional nonhomologous (presumably homoeologous) chromosome pairing at meiosis in these polyploid ferns.     

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.     

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.     

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.     

Fossils and ferns in the resolution of land plant phylogeny

Fifty-two taxa of living and extinct vascular plants were evaluated in an unconstrained numerical cladistic analysis using 101 morphological characters to simultaneously resolve the phylogenetic relationships of ferns sensu lato. Included in the analysis were ferns assignable to the Cladoxylales, Stauropteridales, Rhacophytales, Zygopteridales, Ophioglossales, Marattiales, Filicales, and Hydropteridales, as well as a rhyniophyte, a trimerophyte, equisetophytes, lignophytes, and the psilotophytesPsilotum andTmesipteris. The results placed ferns and fernlike plants in three distinct clades, indicating that ferns s.l. are a polyphyletic grade group. Fern clades consist of extinct stauropterids; extinct cladoxylaleans, rhacophytaleans, and zygopteridaleans; and eusporangiates and leptosporangiates with living and extinct species. Psilotophytes occur near the base of the tree rather than nesting with the Filicales, as hypothesized by some. These results place Ophioglossales as the sister group to Marattiales plus the leptosporangiates, supporting the hypothesis that Ophioglossales represent ferns rather than progymnosperms. These analyses are a first attempt, which includes extinct plants, to develop cladistic hypotheses for the overall topology of fern phylogeny and to lay the groundwork for more detailed analyses of relationships among the homosporous leptosporangiates.     

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.     

POPULATION GENETIC STRUCTURE IN CHEILANTHES GRACILLIMA

Population genetic structure was examined in five populations of the xerically adapted homosporous fern Cheilanthes gracillima. F statistics using allozymic data indicated substantial genetic structure in all populations. To determine the factors responsible for genetic structure, we calculated levels of intragametophytic selfing and the fixation index for each subpopulation of each population and estimated levels of intrapopulational gene flow in each population. These analyses indicated that each subpopulation was a panmictic unit; thus, population genetic structure is not due to family structure, arising via matings between relatives. Intrapopulational gene flow was surprisingly low, given the typically high dispersibility of fern spores. However, it seems unlikely that spore dispersal in C. gracillima is significantly reduced relative to other homosporous ferns. Instead, we propose that the low rates of intrapopulational gene flow reflect limited availability of safesites for spore germination and gametophyte establishment. This ecological factor may play a primary role in generating and/or maintaining population genetic structure in C. gracillima.     

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.     

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.     

The biogeography of species,with special reference to ferns

An important element of the biogeography of species is the geographic aspects of speciation. The geography of species has a role in the processes of speciation which have a reciprocal role in species geography. The homosporous ferns provide an especially favorable group for biogeographic studies because nearly all species have an equivalent capacity for dispersal and migration. Species ranges are based on the ecology of the environment, rather than on animal vectors of dispersal or pollination. However, with allowance for these differences, the processes of geographic speciation are basically the same in ferns and other vascular plants, although often on a broader geographic scale in the ferns. Speciation most frequently produces a new species with a small range, which can rapidly expand to occupy the geography of the environment to which the species is adapted. The members of a closely related speciesgroup retain their morphological and geographic relations for a relatively short time. With speciation, changes in distribution, and extinction, the original relations of the species and the biogeographical history of the group will be lost. High regional species diversity occurs in the wet mountainous regions of the tropics, where there is greatest ecological diversity and maximal opportunities for speciation and persistence.     

ARE LYCOPODS WITH HIGH CHROMOSOME NUMBERS ANCIENT POLYPLOIDS?

It has been established that the number of isozymes (different forms of an enzyme encoded by different gene loci) is highly conserved in diploid angiosperms and gymnosperms. In contrast, allopolyploid angiosperms display an increase in isozyme number due to the addition of divergent genomes. Lycopods (Microphyllophyta) are an ancient lineage of vascular plants having very high chromosome numbers. It has been maintained that lycopods acquired these high chromosome numbers through repeated episodes of polyploidy. Despite high chromosome numbers, however, lycopod species having the lowest chromosome numbers within genera possess the number of isozymes typical of diploid seed plants for all enzymes examined except triosephosphate isomerase. There is, therefore, no genetic evidence from enzyme electrophoresis for polyploidy in these plants. These results are comparable to findings for other homosporous pteridophytes including the ferns (Pteridophyta) and horsetails (Arthrophyta). Alternative hypotheses for widespread genetic diploidy in homosporous pteridophytes are 1) repeated cycles of allopolyploidy followed by gene silencing; 2) repeated cycles of autopolyploidy, which would result in duplicated, but not divergent genes for isozymes; 3) initiation of these lineages with relatively high chromosome numbers.     

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.