Molecular phylogeny of the endemic fern genera Cyrtomidictyum and Cyrtogonellum (Dryopteridaceae) from East Asia

Using a multilocus phylogeny to test morphology-based classifications of Polystichum (Dryopteridaceae), one of the largest fern genera

BACKGROUND

Polystichum (Dryopteridaceae) is probably the third largest fern genus in the world and contains ca. 500 species. Species of Polystichum occur on all continents except Antarctica, but its highest diversity is found in East Asia, especially Southwest China and adjacent regions. Previous studies typically had sparse taxon sampling and used limited DNA sequence data. Consequently, the majority of morphological hypotheses/classifications have never been tested using molecular data.

RESULTS

In this study, DNA sequences of five plastid loci of 177 accessions representing ca. 140 species of Polystichum and 13 species of the closely related genera were used to infer a phylogeny using maximum likelihood, Bayesian inference, and maximum parsimony. Our analyses show that (1) Polystichum is monophyletic, this being supported by not only molecular data but also morphological features and distribution information; (2) Polystichum is resolved into two strongly supported monophyletic clades, corresponding to the two subgenera, P. subg. Polystichum and P. subg. Haplopolystichum; (3) Accessions of P. subg. Polystichum are resolved into three major clades: clade K (P. sect. Xiphophyllum), clade L (P. sect. Polystichum), and the HYMASO superclade dominated by accessions of P. sect. Hypopeltis, P. sect. Macropolystichum, and P. sect. Sorolepidium, while those of P. subg. Haplopolystichum are resolved into eight major clades; and (4) The monophyly of the Afra clade (weakly supported), the Australasian clade (weakly supported), and the North American clade (strongly supported) is confirmed.

CONCLUSIONS

Of the 23 sections of Polystichum recognized in a recent classification of the genus, four (P. sect. Hypopeltis, P. sect. Neopolystichum, P. sect. Sorolepidium, P. sect. Sphaenopolystichum) are resolved as non-monophyletic, 16 are recovered as monophyletic, and three are monospecific. Of the 16 monophyletic sections, two (P. sect. Adenolepia, P. sect. Cyrtogonellum) are weakly supported and 14 are strongly supported as monophyletic. The relationships of 11 sections (five in P. subg. Haplopolystichum; six in P. subg. Polystichum) are well resolved.

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.