Apomixis in the interspecific triploid hybrid fern Cornopteris christenseniana (Woodsiaceae)

Apomictic fern fathers: an experimental approach to the reproductive characteristics of sexual, apomict, and hybrid fern gametophytes

PREMISE

Apomixis and hybridization are two essential and complementary factors in the evolution of plants, including ferns. Hybridization combines characteristics from different species, while apomixis conserves features within a lineage. When combined, these two processes result in apo-sex hybrids. The conditions leading to the formation of these hybrids are poorly understood in ferns.

METHODS

We cultivated spores from 66 fern samples (43 apomicts, 7 apo-sex hybrids, and 16 sexuals), and measured their development in vitro over 16 weeks. We evaluated germination, lateral meristem formation rates, sexual expression, and production of sporophytes and then compared ontogenetic patterns among the three groups.

RESULTS

The three examined groups formed antheridia (male gametangia) but differed in overall gametophyte development. Sexual species created archegonia (female, 86% of viable samples), but no sporophytes. Apomicts rarely created nonfunctional archegonia (8%) but usually produced apogamous sporophytes (75%). Surprisingly, apomictic and sexual species showed similar development speed. The sexually reproducing parents of viable studied hybrids formed about twice as many meristic gametophytes as the apomictic parents (39% vs. 20%, respectively).

CONCLUSIONS

We present the most thorough comparison of gametangial development of sexual and apomictic ferns, to date. Despite expectations, apomictic reproduction might not lead to earlier sporophyte formation. Apomicts produce functional sperm and thus can contribute this type of gamete to their hybrids. The development patterns found in the parents of hybrids indicate a possible increase of hybridization rates by antheridiogens. The apo-sex hybrids always inherit the apomictic reproductive strategy and are thus capable of self-perpetuation.

Polyploid progeny from triploid hybrids of Phegopteris decursivepinnata (Thelypteridaceae)

Phegopteris decursivepinnata includes diploids, tetraploids, and triploid hybrids based on x = 30. We obtained polyploid progeny from triploid hybrids through selfing and crossing experiments. Triploids occasionally formed well-filled spores. The mean occurrence frequencies of well-filled and germinated spores were 2.8% and 0.8%, respectively. Viable spores that succeeded in germinating were regarded as unreduced, triploid spores, because the resulting gametophytes yielded triploid (2n = 86-92) and hexaploid (2n = 170-184) progeny in both isolated and mixed cultures of gametophytes. The triploid and hexaploid progeny likely arose apogamously and sexually, respectively. One of the hexaploid progeny yielded hexaploid sporophytes (2n = 169-180) in the mixed culture of its gametophytes. Artificial crossing between triploid and diploid sporophytes produced tetraploid (2n = 116, 120) and pentaploid (2n = 145-150) progeny that likely arose through the mating of 3x gametes from the triploid with both 1x and 2x gametes from the diploid, respectively. Unreduced spore formation was confirmed in diploid sporophytes. The tetraploid progeny formed viable spores at a frequency of 63-75%. Triploid hybrids of this species are thus expected to produce new triploids, tetraploids, and hexaploids in nature. The wide range of variation in chromosome numbers of hexaploid progeny suggests that viable spores from parental triploid hybrids had unreduced chromosomes, whose numbers, however, deviated considerably from those of the hybrids. This chromosome deviation of viable spores may result from errant movements of chromatids of univalents when unreduced dyads form in meiosis. Downward chromosome deviation from the chromosome number of the parental hybrids may affect the developmental progress of viable spores more tolerantly than upward chromosome deviation.

Athyrium bipinnatum K.Hori (Athyriaceae), a new cornopteroid fern from Japan

I describe Athyrium bipinnatum sp. nov. and discuss morphological differences between closely related species. The new species is endemic to Japan, occurring on the islands of Honshu, Kyushu, and Shikoku. Based on the criteria of the International union for conservation of nature and natural resources, this new species is here considered endangered.

An update and reassessment of fern and lycophyte diversity data in the Japanese Archipelago

The fern and lycophyte flora of Japan comprising 721 native taxa (including subspecies and varieties) plus 371 interspecific hybrids was reassessed using a nearly comprehensively sampled distribution map at 10 km resolution vouchered by 216,687 specimens, up-to-date cytotaxonomic information covering 74% of the taxa, and an rbcL sequence dataset covering 97.9% of the taxa. Spatial distribution of species richness and phylogenetic diversity was visualized. Apomixis was observed in 11.0% of the native taxa whose reproductive modes are known. The number of sexually reproducing polyploid taxa (n = 199) is less than sexual diploids (n = 241), and 30 of them are evidently allopolyploid, in contrast with the low number of possible autopolyploids (n = 4). Apomictic taxa were found to have smaller latitudinal ranges than sexual taxa or taxa with multiple reproductive modes. A morphological character dataset in Lucid format is provided for taxonomic identification of the native taxa.

An update and reassessment of fern and lycophyte diversity data in the Japanese Archipelago

The fern and lycophyte flora of Japan comprising 721 native taxa (including subspecies and varieties) plus 371 interspecific hybrids was reassessed using a nearly comprehensively sampled distribution map at 10 km resolution vouchered by 216,687 specimens, up-to-date cytotaxonomic information covering 74% of the taxa, and an rbcL sequence dataset covering 97.9% of the taxa. Spatial distribution of species richness and phylogenetic diversity was visualized. Apomixis was observed in 11.0% of the native taxa whose reproductive modes are known. The number of sexually reproducing polyploid taxa (n = 199) is less than sexual diploids (n = 241), and 30 of them are evidently allopolyploid, in contrast with the low number of possible autopolyploids (n = 4). Apomictic taxa were found to have smaller latitudinal ranges than sexual taxa or taxa with multiple reproductive modes. A morphological character dataset in Lucid format is provided for taxonomic identification of the native taxa.

Origin of the Diplaziumhachijoense complex (Athyriaceae)

We analyzed the phylogeny of the Diplaziumhachijoense complex using plastid trnL-F and low-copy nuclear marker AK1 DNA sequences. Based on allele constitution, triploid apogamous species of the D.hachijoense complex appeared to have originated from the hybridization of triploid apogamous species and diploid sexual species by recurrent hybridization events. These results suggested that triploid apogamous ferns can achieve hybridization with diploid sexual species by producing diploid spores with irregular meiosis in sporogenesis. Furthermore, the present study predicted the involvement of several unknown species associated with hybridization. More sampling of Callipteris species from China and adjacent areas is required to determine the relationships among unknown species and the D.hachijoense complex.

The steps from sexual reproduction to apomixis

In this paper, an interaction model of apomixis-related genes was constructed to analyze the emergence of apomictic types. It is speculated that apomixis technology will be first implemented in gramineous plants. Apomixis (asexual seed formation) is a phenomenon in which a plant bypasses the most fundamental aspects of sexual reproduction-meiosis and fertilization-to form a viable seed. Plants can form seeds without fertilization, and the seed genotype is consistent with the female parent. The development of apomictic technology would be revolutionary for agriculture and for food production as it would reduce costs and breeding times and also avoid many complications typical of sexual reproduction (e.g. incompatibility barriers) and of vegetative propagation (e.g. viral transfer). The application of apomictic reproductive technology has the potential to revolutionize crop breeding. This article reviews recent advances in apomixis in cytology and molecular biology. The general idea of identifying apomixis was proposed and the process of the emergence of non-fusion types was discussed. To better understand the apomixis mechanism, an apomixis regulatory model was established. At the same time, the realization of apomixis technology is proposed, which provides reference for the research and application of apomixis.

Marginal distribution and high heterozygosity of asexual Caloglossa vieillardii (Delesseriaceae, Rhodophyta) along the Australian coasts

In animals and land plants, many asexual species originate through inter- or intraspecific crosses, and such heterozygous asexuals frequently are more abundant than their sexual relatives in marginal habitats. Although asexual species have been reported in various macroalgal taxa, detailed information regarding their distribution, heterozygosity, and origin is limited. Because many asexual tetrasporophyte strains of Caloglossa vieillardii have been isolated from South Australia, far from their core tropical habitats, we re-examined the distribution range of asexual C. vieillardii and genotyped these and other western Pacific strains using an actin gene marker. We confirmed the marginal distribution of the asexuals; however, a small patch of sexual thalli was newly discovered 450 km further west from asexual populations in South Australia. Three heterozygous genotypes and one homozygous genotypes were detected from nine asexual populations; 21 heterozygous strains were obligately asexual, but one homozygous strain suddenly produced sexual gametophytes after several years of culture. We hypothesized that the most abundant heterozygous genotype (defined as type 3/4) in asexual populations occurred by a cross between type 3 and type 4 allele gametophytes, both of which were isolated from the Australian coasts. In the crossing experiments, certain combinations between type 3 females and type 4 males produced tetrasporophytes, which recycled successive tetrasporophytes. In the culture experiments, whereas both sexual and asexual strains successfully produced tetraspores at 12°C, no sexual strains released carpospores below 14°C. However, it is uncertain whether this slight difference of maturation temperature was related to the marginal distribution of asexual C. vieillardii.

Between sexual and apomictic: unexpectedly variable sporogenesis and production of viable polyhaploids in the pentaploid fern of the Dryopteris affinis agg. (Dryopteridaceae)

BACKGROUND AND AIMS

In ferns, apomixis is an important mode of asexual reproduction. Although the mechanisms of fern reproduction have been studied thoroughly, most previous work has focused on cases in which ferns reproduce either exclusively sexually or exclusively asexually. Reproduction of ferns with potentially mixed systems and inheritance of apomixis remains largely unknown. This study addresses reproduction of the pentaploid Dryopteris × critica, a hybrid of triploid apomictic D. borreri and tetraploid sexual D. filix-mas.

METHODS

Spore size, abortion percentage and number of spores per sporangium were examined in pentaploid plants of D. × critica grown in an experimental garden. The sporangial content of leaf segments was cultivated on an agar medium, and DNA ploidy levels were estimated by DAPI flow cytometry in 259 gametophytes or sporophytes arising from the F2 generation of the pentaploid hybrid.

KEY RESULTS

The hybrid is partly fertile (89-94% of aborted spores) and shows unstable sporogenesis with sexual and apomictic reproduction combined. The number of spores per sporangium varied from approx. 31 to 64. Within a single sporangium it was possible to detect formation of either only aborted spores or various mixtures of aborted and well-developed reduced spores and unreduced diplospores. The spores germinated in viable gametophytes with two ploidy levels: pentaploid (5x, from unreduced spores) and half of that (approx. 2·5x, from reduced spores). Moreover, 2-15% of gametophytes (both 2·5x and 5x) formed a viable sporophyte of the same ploidy level due to apogamy.

CONCLUSIONS

This study documents the mixed reproductive mode of a hybrid between apomictic and sexual ferns. Both sexual reduced and apomictic unreduced spores can be produced by a single individual, and even within a single sporangium. Both types of spores give rise to viable F2 generation gametophytes and sporophytes.

Apomixis and reticulate evolution in the Asplenium monanthes fern complex

BACKGROUND AND AIMS

Asexual reproduction is a prominent evolutionary process within land plant lineages and especially in ferns. Up to 10 % of the approx. 10 000 fern species are assumed to be obligate asexuals. In the Asplenium monanthes species complex, previous studies identified two triploid, apomictic species. The purpose of this study was to elucidate the phylogenetic relationships in the A. monanthes complex and to investigate the occurrence and evolution of apomixis within this group.

METHODS

DNA sequences of three plastid markers and one nuclear single copy gene were used for phylogenetic analyses. Reproductive modes were assessed by examining gametophytic and sporophyte development, while polyploidy was inferred from spore measurements.

KEY RESULTS

Asplenium monanthes and A. resiliens are confirmed to be apomictic. Asplenium palmeri, A. hallbergii and specimens that are morphologically similar to A. heterochroum are also found to be apomictic. Apomixis is confined to two main clades of taxa related to A. monanthes and A. resiliens, respectively, and is associated with reticulate evolution. Two apomictic A. monanthes lineages, and two putative diploid sexual progenitor species are identified in the A. monanthes clade.

CONCLUSIONS

Multiple origins of apomixis are inferred, in both alloploid and autoploid forms, within the A. resiliens and A. monanthes clades.

The Evolutionary Dynamics of Apomixis in Ferns: A Case Study from Polystichoid Ferns

The disparate distribution of apomixis between the major plant lineages is arguably one of the most paradoxical phenomena in plant evolution. Ferns are particularly interesting for addressing this issue because apomixis is more frequent than in any other group of plants. Here, we use a phylogenetic framework to explore some aspects of the evolution of apomixis in ferns and in particular in the polystichoid ferns. Our findings indicate that apomixis evolved several times independently in three different clades of polystichoid ferns. A lineage-wide perspective across ferns indicates a correlation between apomixis and the species richness of lineages; however BiSSE tests did not recover evidence for a correlation of apomixis and diversification rates. Instead, evidence was recovered supporting an association between the establishment of apomixis and reticulate evolution, especially in the establishment of triploid hybrids. Diversification time estimates supported the hypothesis of short living apomictic lineages and indicated a link between the establishment of apomixis and the strengthening of the monsoons caused by the lifting of the Qinghai-Tibetan plateau. In general our results supported the hypothesis for the rare establishment of apomictic lineages, high extinction risks, and low speciation rates.

INDUCTION OF APOMIXIS BY OUTCROSSING BETWEEN GENETICALLY DIVERGENT ENTITIES OF CALOGLOSSA LEPRIEURII (CERAMIALES, RHODOPHYTA) AND EVIDENCE OF HYBRID APOMICTS IN NATURE(1)

Our previous study revealed that apomixis, recycling of tetrasporophytes, can be generated through outcrossing between genetically divergent entities of Caloglossa monosticha M. Kamiya, though such apomicts have never been found in nature. In the case of C. leprieurii (Mont.) G. Martens, the most widespread species in this genus, many apomictic strains have been isolated worldwide, but it is unknown whether these apomicts evolved through an outcrossing process similar to that in C. monosticha. In this study, heterogeneity of the apomicts and their sexual relatives as well as their evolutionary relationships was examined using the nuclear-encoded actin gene and plastid-encoded RUBISCO spacer region. Thirteen out of 18 apomictic strains were heterogeneous and contained divergent actin alleles, whereas only two out of 23 sexual strains were heterogeneous. The five homogeneous apomicts were genetically identical, or quite similar, to the sexual strains isolated from adjacent sites. Furthermore, three of the five homogeneous apomicts frequently produced tetraspores that grew into gametophytes, while all the heterogeneous apomicts never generated gametophytes. Apomictic strains from Florida were allotriploid, and each of the three actin sequences was closely related to those of sexual strains from Florida, Peru, and Mexico/Guatemala. In crossing tests, obligate apomixis was generated through the outcrossing between the male from Madagascar and the female from the northwestern Atlantic. These results suggest that outcrossing between genetically divergent sexual entities is one factor that induces apomixis in C. leprieurii.

Molecular species identification with rich floristic sampling: DNA barcoding the pteridophyte flora of Japan

BACKGROUND

DNA barcoding is expected to be an effective identification tool for organisms with heteromorphic generations such as pteridophytes, which possess a morphologically simple gametophyte generation. Although a reference data set including complete coverage of the target local flora/fauna is necessary for accurate identification, DNA barcode studies including such rich taxonomic sampling on a countrywide scale are lacking.

METHODOLOGY/PRINCIPAL FINDINGS

The Japanese pteridophyte flora (733 taxa including subspecies and varieties) was used to test the utility of two plastid DNA barcode regions (rbcL and trnH-psbA) with the intention of developing an identification system for native gametophytes. DNA sequences were obtained from each of 689 (94.0%) taxa for rbcL and 617 (84.2%) taxa for trnH-psbA. Mean interspecific divergence values across all taxon pairs (K2P genetic distances) did not reveal a significant difference in rate between trnH-psbA and rbcL, but mean K2P distances of each genus showed significant heterogeneity according to systematic position. The minimum fail rate of taxon discrimination in an identification test using BLAST (12.52%) was obtained when rbcL and trnH-psbA were combined, and became lower in datasets excluding infraspecific taxa or apogamous taxa, or including sexual diploids only.

CONCLUSIONS/SIGNIFICANCE

This study demonstrates the overall effectiveness of DNA barcodes for species identification in the Japanese pteridophyte flora. Although this flora is characterized by a high occurrence of apogamous taxa that pose a serious challenge to identification using DNA barcodes, such taxa are limited to a small number of genera, and only minimally detract from the overall success rate. In the case that a query sequence is matched to a known apogamous genus, routine species identification may not be possible. Otherwise, DNA barcoding is a practical tool for identification of most Japanese pteridophytes, and is especially anticipated to be helpful for identification of non-hybridizing gametophytes.

Hybridization involving independent gametophytes in the Vandenboschia radicans complex (Hymenophyllaceae): a new perspective on the distribution of fern hybrids

To test our hypothesis of hybrid formation involving the 'independent gametophyte' phenomenon in ferns, we identified the genomic formulae and ploidy level of gametophytes of the Vandenboschia radicans complex at the periphery of a sporophyte population. We identified haploid gametophytes of V. kalamocarpa (one of the two putative parents of V.xstenosiphon) in a hybrid sporophyte population in Japan that lacks fertile non-hybrid individuals. Furthermore, diploid sporophytes of the species were not found within a 50-km radius. This finding supports a hypothesis of hybridization involving the 'independent gametophyte' phenomenon and provides a new perspective on the geographical distribution of fern hybrids.

ORIGIN OF APOMICTIC RED ALGAE: OUTCROSSING STUDIES OF DIFFERENT STRAINS IN CALOGLOSSA MONOSTICHA (CERAMIALES, RHODOPHYTA)(1)

Various red algae lack sexual reproduction and propagate by spore recycling, but it is still unknown how apomixis originates. In previous crossing experiments, we obtained an unusual hybrid of Caloglossa monosticha M. Kamiya through the outcrossing between a male from Australia and a female from Indonesia. This hybrid was morphologically identical to a normal tetrasporophyte, but its tetraspores grew into tetrasporophytes and repeated tetraspore recycling. During 5 years of culture, no sexual reproductive structures have formed on the tetrasporelings from this hybrid or its progenies. Further hybridization experiments revealed that all the five female strains from Indonesia successfully crossed with the male strain from the East Alligator River, Australia, and most of the F1 sporophytes demonstrated tetraspore recycling, though the germination rates of these tetraspores were quite low. The ploidy level of the hybrid tetrasporophyte was similar to the normal tetrasporophyte, rather than the parental gametophyte, based on the comparison of relative DNA contents of their nuclei. Single strand conformation polymorphism (SSCP) and sequence analyses of the internal transcribed spacer 1 (ITS1) region indicated that the alleles from both parents were present in all the hybrid tetrasporophytes examined. These results suggest that this hybrid does not carry out meiosis during sporogenesis, and heterozygous diploid sporophytes arose from tetraspores. Therefore, we believe that obligate apomixis was generated through outcrossing between genetically different entities of C. monosticha.

Cryptic characteristics distinguish diploid and triploid varieties of Pteris fauriei (Pteridaceae)

There are two varieties of Pteris fauriei Hieron. in Taiwan: P. fauriei var. fauriei and P. fauriei var. minor Hieron. Their mature sporophytes are virtually indistinguishable based on gross morphology. To better understand these two varieties and the differences between them, and to determine whether they are based on different ploidies, we examined and compared the sporophytes and gametophytes of both varieties in detail. Each variety exhibited distinct, constant cryptic characteristics and cytotype. Based on the diameter of spores from type specimens, we confirmed that P. fauriei var. minor is diploid and that P. fauriei var. fauriei is triploid. Diploid sporophytes produced 64-spore sporangia. Their haploid gametophytes produced archegonia and antheridia containing 64 sperm each. Gametophytes cultured for 10 weeks formed sexual sporophytes, the first fronds of which lacked midribs. Triploid sporophytes produced 32-spore sporangia. Triploid spores were significantly larger in diameter than haploid spores. Triploid gametophytes did not produce archegonia but did produce 32-sperm antheridia, which were significantly larger in diameter than antheridia produced by haploid gametophytes. The life span of triploid gametophytes was 4 weeks shorter than that of haploid gametophytes. After 6 weeks in culture, apomictic triploid sporophytes arose directly from gametophyte cells. Each of their first fronds had three pinnae and a midrib. These data are useful for delimiting P. fauriei var. fauriei and P. fauriei var. minor.