Effects of hybrid and non-hybrid Epichloë endophytes and their associated host genotypes
on the response of a native grass to varying environments
By: Tong Jia, Martina Oberhofer, Tatsiana Shymanovich, and Stanley H. Faeth
Jia, T., Oberhofer, M., Shymanovich, T., & Faeth, S.T. Effects of hybrid and nonhybrid Epichloë endophytes and their associated host genotypes on the response of a native grass
to varying environments. Microbial Ecology (2016) 72: 185-196.
This is a post-peer-review, pre-copyedit version of an article published in Microbial
Ecology. The final authenticated version is available online at:
https://doi.org/10.1007/s00248-016-0743-7
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Abstract:
Asexual Epichloë endophytes are prevalent in cool season grasses, and many are of hybrid
origin. Hybridization of asexual endophytes is thought to provide a rapid influx of genetic
variation that may be adaptive to endophyte–host grass symbiota in stressful environments. For
Arizona fescue (Festuca arizonica), hybrid symbiota are commonly found in resource-poor
environments, whereas non-hybrid symbiota are more common in resource-rich environments.
There have been very few experimental tests where infection, hybrid and non-hybrid status, and
plant genotype have been controlled to tease apart their effects on host phenotype and fitness in
different environments. We conducted a greenhouse experiment where hybrid (H) and nonhybrid (NH) endophytes were inoculated into plant genotypes that were originally uninfected
(E−) or once infected with either the H or NH endophytes. Nine endophyte and plant genotypic
group combinations were grown under low and high water and nutrient treatments. Inoculation
with the resident H endophyte enhanced growth and altered allocation to roots and shoots, but
these effects were greatest in resource-rich environments, contrary to expectations. We found no
evidence of co-adaptation between endophyte species and their associated host genotypes.
However, naturally E− plants performed better when inoculated with the hybrid endophyte,
suggesting these plants were derived from H infected lineages. Our results show complex
interactions between endophyte species of hybrid and non-hybrid origin with their host plant
genotypes and environmental factors.
Keywords: Abiotic stress | Endophyte | Festuca arizonica | Hybridization | Inoculation | Plant
genotype
Article:
Introduction
Most, if not all, plants have symbiotic partnerships with microorganisms that may expand their
realized niche and enable them to persist in otherwise marginal or inhospitable habitats or
expand into novel ones. For example, mycorrhizal partnerships with ancient plants are thought to
have facilitated the transition of aquatic plants to terrestrial habitats more than 400 million years
ago (e.g., [1]). All modern plants appear to be associated with below and aboveground symbiotic
non-pathogenic viruses, bacteria, and fungi that can alter host phenotypes, expand ecological
realized niches, and alter fitness (e.g., [2]).
One group of symbiotic plant microorganisms that have garnered increasing attention is the
endophytic fungi. Endophytic fungi are ubiquitous and diverse across plant species and are
usually found in aboveground tissues but also in roots (e.g., [3]). Most of these endophytes are
horizontally transmitted via spores and produce localized infections, with a wide range of effects
on the host plant [3]. In contrast, cool season grasses in the subfamily Pooideae are often infected
with clavicipitaceous endophytes in the genus Epichloë that are systemic, asexual, and vertically
transmitted by hyphae growing into seeds (these anamorphic or asexual forms were formerly
placed in the genus Neotyphodium [4]). Because of the tight linkage between host and endophyte
reproduction, vertically transmitted Epichloë endophytes are thought to act more mutualistically
than horizontally transmitted endophytes. Infected grasses may show increased resistance and
tolerance to biotic (e.g., herbivory) and abiotic (e.g., low soil nutrients and moisture) stresses
compared to their uninfected counterparts (e.g., [3, 5]).
Whereas it is has been well established that asexual Epichloë endophytes can radically alter host
phenotype and increase fitness in some grasses, especially agronomic cultivars, accumulating
evidence suggests that the strength and direction of asexual Epichloë endophyte interactions with
their hosts in wild grasses are highly variable (e.g., [6, 7, 8]). There are three sources of variation
that may change interaction outcomes: (1) endophyte strain or species, (2) host plant genotype,
and (3) the local abiotic (e.g., soil nutrients and moisture) and biotic (e.g., the presence of
herbivores and natural enemies of herbivores) environments. Recent molecular studies show
remarkable genetic variation in Epichloë endophytes (e.g., [4]) across host grass species but also
within a given grass species (e.g., [9]). Host phenotypic differences stemming from different
endophyte strains may even be greater than that from infection itself (e.g., [10]). A primary
source of genetic variation and speciation events in Epichloë endophytes are hybridization events
that rapidly infuse genetic variation and result in new, asexual Epichloë species. About two
thirds of asexual Epichloë endophytes across species are of hybrid origin [4, 11]. Hybridization
probably occurs when sexual, haploid Epichloë endophytes co-occurring in the same plant fuse
to produce asexual, heteroploid (incomplete polyploidy) Epichloë endophyte species [11].
Ecologically, these hybrids are thought to be fitter in a wider range of biotic and abiotic
environments, like some plant hybrids (e.g., [12]), because they express traits from both parental
species [13]. In some wild grasses such as Festuca arizonica (Arizona fescue) and Hordeylmus
europaeus, hybrid and non-hybrid Epichloë species can be found within the same population
[9, 14].
Because asexual Epichloë endophytes are thought to be largely transmitted maternally (e.g.,
[13, 15]), endophyte species and strains may have long ecological associations with specific
plant maternal genotypes [9, 16]. At the phylogenetic level, certain Epichloë species appear to
have co-evolved with their host grass species by common descent (e.g., [17]). At the ecological
level, high specificity between endophyte and plant genotype might be promoted when more
compatible endophyte–plant genotype combinations are selected by varying environments after
sexual recombination of the host plant [16, 18, 19]. Thus, a high degree of co-adaptation between
endophyte and host plant genotype is expected for Epichloë endophytes, especially asexual ones
that are vertically transmitted. Support for genetic compatibility between endophyte and host
genotypes comes from inoculation experiments of fungal strains into a native grass [16] as well
as the relatively poor success of moving novel endophytes from native grasses into cultivated
grasses for better agronomic production and tolerance to stressful biotic and abiotic
environments (e.g., [18]).
If endophyte strains and species show fidelity to specific plant genotypes, then disentangling the
effects of endophyte and plant genotype under varying environments becomes particularly
challenging. To study endophyte strain or species effects, most studies rely on removing the
endophyte and then comparing performance of infected (E+) plants with their uninfected
counterparts in different environments (e.g., [10]). But if different endophytic taxa, such as H
and NH endophytes, are associated with certain plant genotypes, then this design cannot
adequately test the effects of these associated plant genotypes. Alternatively, to study plant
genotype effects, most studies have examined performance of various plant genotypes infected
with the same endophyte strain (e.g., [20]). But this approach does not include different
endophyte species or strains. Another way to separate the effects of endophyte genotype and
associated plant genotypes is to inoculate the host genotypic groups from which endophytes had
been removed with their resident and non-resident endophytes and then compare growth or
reproductive performance under controlled environmental conditions [3, 9].
However, this approach has been limited because endophyte removal and then inoculation with
various endophyte species or strains is technically challenging in native grasses. We know of
only two studies where different endophyte types have been re-inoculated into different plant
accessions of a native grass. Saikkonen et al. [16] manipulated grass–endophyte strain
combination in a long-term garden experiment. They found that inoculation success, endophyte
transmission to the next generation, and beneficial effects of the endophyte on host reproduction
depended on endophyte and host genetic compatibility. Oberhofer et al. [9] inoculated seedlings
from four populations of the woodland grass, Hordeylmus europaeus, that were rendered
endophyte-free with hybrid and non-hybrid endophyte strains or left endophyte-free. They found
that infection with either hybrid or non-hybrid endophytes increased growth, but each infection
type had different effects on reproduction.
Unlike Hordeylmus europaeus and most other native grass species (e.g., [21]), Arizona fescue
(Festuca arizonica) populations are dominated by plants with non-hybrid Epichloë infections or,
to lesser extent, plants that are endophyte-free [22, 23]. Hosts infected with hybrid species
prevail primarily in areas where soils have lower nutrients and water availability. Recent
experiments show that hybrid infected plants (hereafter H+ plants) were better competitors than
non-hybrid infected plants (hereafter NH+ plants) but only when water and nutrients were
limiting, supporting the hypothesis that infection by hybrid Epichloë endophyte may expand
ecological niches especially in marginal habitats [14]. However, these experiments did not use
plant genotypic groups with endophytes removed and then inoculated with resident or alien H
and NH infections so that the effects of infection, endophyte type, and plant genotype associated
with specific endophytes could be controlled.
To test the relative roles of endophyte infection, hybridization, and plant genotypes associated
with specific endophyte on host grass performance in varying environments, we performed a
greenhouse experiment with plant genotypic groups inoculated with their resident or alien
endophyte or remaining endophyte-free (a total of nine different endophyte-associated plant
genotype combinations). We then measured various growth parameters as well as relative
allocation to roots and shoots for plants grown in resource-poor (low water and low soil
nutrients) or resource-rich (high water and high soil nutrient) conditions. We specifically asked
(1) if re-infection with the resident endophyte improves plant performance, (2) whether
endophyte species or associated plant genotypes or their interactions drive plant responses to
variable environments, and (3) if co-adaptation occurs between combinations of endophyte
species and their associated host genotypic groups.
Materials and methods
Arizona fescue and Epichloë species
Arizona fescue (Festuca arizonica Vasey), in the subfamily Pooideae, is a dense, perennial
bunchgrass that reproduces by seed allogamously and is native and widespread in the
southwestern USA and in northern Mexico [24]. Arizona fescue grows in semiarid ponderosa
pine–bunchgrass communities above 2000-m elevation [24], where soils are low in nutrients and
seasonal and yearly droughts are common [5]. Arizona fescue is frequently infected by either a
non-hybrid (NH) or hybrid (H) endophyte. The non-hybrid endophyte is Epichloë typhina subsp.
poae var. huerfana (formerly Neotyphodium huerfanum, [4]). Hereafter, we refer to this
endophyte taxon as NH (for non-hybrid). The hybrid endophyte (hereafter, H) is Epichloë
tembladerae (formerly Neotyphodium tembladerae—asexual Epichloë were formerly placed in
the genus Neotyphodium but were recently absorbed into the genus Epichloë [4]). The hybrid
endophyte in Arizona fescue has resulted from hybridization between co-occurring Epichloë
typhina and E. festucae endophytes [21]. E. tembladerae is found across host grass species and
across continents suggesting multiple and independent hybridization events between E.
typhina and E. festucae [25]. However, in 30 years of intense study, we have not encountered
either of these parental types in Arizona fescue. Unlike most hybrid endophytes, NH+ plants far
outnumber both H+ and E− plants across natural populations of Arizona fescue [22]. Both
endophytes are asexual, vertically transmitted, and obligate symbionts (no free-living stages), but
their hosts remain facultative as endophyte-free (hereafter E− plants) plants are found in nature.
Inoculation experiment
To test the roles of H and NH endophyte and their associated plant genotypes on host grass
performance in resource-poor and resource-rich environments, we inoculated seedlings of
different genotypic origins (half-sib families) with the H or NH endophyte. Seeds were collected
from plants that were originally infected with the H or NH endophyte or were naturally
endophyte-free (E−). The H and E− plants were collected from a study site in Clints Well,
Arizona, USA, whereas the NH plants were collected from a nearby study site in Merritt Draw,
Arizona, USA. In 2009, some of the seeds from the H+ and NH+ plants were heat-treated to
remove the resident endophyte, thus becoming H− and NH− seeds. Seedlings were grown from
these H−, NH−, and E− seeds in 2009 and then germinated in pots and planted in a field plot at
The Arboretum of Flagstaff in 2010. Subsequently, seeds used in this experiment were collected
from multiple individuals of these three plant types in 2013. Thus, all plants from whence seeds
were derived in this experiment were several years removed from any extraneous effects of
experimental endophyte removal or transplanting.
E− plant maternal genotypes have unknown origin in terms of infection. They may have
originated from plant accessions that have never been infected by either endophyte species.
Alternatively, they may have once harbored the H or NH endophyte or some other Epichloë
species (unlikely, since no other Epichloë species has been discovered in Arizona fescue) and
subsequently lost the H or NH endophyte. Systemic endophytes can be “lost” either by imperfect
transmission where hyphae fail to grow into seeds [26] or randomly lost from the seed, seedling,
or adult stage by environmental factors such as excessive heat [27].
At least five maternal plants of each plant category (H−, NH−, and E−) were used as seed
sources to randomized variation among individual plants within a given plant category. Twenty
seeds from each of the five maternal plants (half-sib families) were used in each group (H−,
NH−, E−). From each group of 100 seeds from each maternal plant, a sample of 10 seeds were
stained (Rose Bengal solution containing 5 % NaOH for 48 h) and examined microscopically for
the presence of fungal hyphae to confirm their endophyte-free status before inoculation.
It is important to note that we are testing the effect of half-sib families of the host grass that are
associated with each original infection category (H, NH, and E−) and not the effect of specific
plant genotypes. While there are limitations to this approach, it has been used effectively to test
the relative effects of infection and infection type and the plant lineages associated with them
(e.g., [28, 29]). Because Arizona fescue, like many pooid grasses harboring endophytes, are
allogamous, at each generation there is a paternal contribution to the grass genotype, which may
(e.g., [30]) or may not (e.g., [31]) destabilize the host–endophyte mutualism. If the effects of
paternal genetic contribution or other random factors such as occasional horizontal transmission
(e.g., [15]) overwhelm plant maternal lineages that are associated with either the H or NH
endophyte, then we would expect no differences in growth parameters among the categories of
plants without their endophytes (H−, NH−, and E−). If, however, these plant categories differ in
host growth measures in controlled environments, then this result would suggest that plant
lineages associated with the H or NH endophyte or E− plant groups are genetically distinct.
Seedlings of the three plant genotypic groups (H−, NH−, E−) that were originally infected with
the resident endophyte (H or NH) or natural endophyte-free (E−) were then inoculated with H or
NH endophytes, or left endophyte-free. Inoculations resulted in nine plant genotype and
endophyte combinations (H− × H+, H− × NH+, H− × E−, NH− × H+, NH− × NH+, NH− × E−,
E− × H+, E− × NH+, E− × E−). For example, H− × H+ represented seedlings that were originally
infected by the hybrid endophyte, had the endophyte removed, and then inoculated with their
resident hybrid endophyte. NH− × H+ represented seedlings that were originally infected by the
non-hybrid endophyte, had the endophyte removed, and then inoculated with the non-resident
hybrid endophyte.
To inoculate seedlings, lemma and palea were peeled from seeds and seeds were then surfacesterilized. Seeds were germinated on potato dextrose agar (PDA) plates in a growth chamber at
22 °C with 12/12 h for day and night cycle. Several plates with fresh fungal mycelia of each
endophyte type (ground with a pestil in sterile water and spread on PDA surface 4 days prior to
inoculations) were used as inoculum. Seedlings (5–7-mm tall) in each plant genotype group were
inoculated with hybrid mycelium, and other seedlings were inoculated with non-hybrid
mycelium via insertion into a vertical slit at a shoot primordial zone under sterile conditions
[9, 32]. Each inoculation was performed with a new, sterile hypodermic needle under a laminar
flow hood with a dissecting scope by puncturing the seedling and inserting a portion of
mycelium into the wound with great care not to break the fragile stem. Inoculated seedlings were
kept for a minimum of 1 week on the agar plate before being planted into soil. Infection status of
seedlings was tested by using Phytoscreen Immunoblot Kit (Agrinostics, GA, USA). The plants
in each category that remained uninfected after testing were used as H−, NH−, and E− plants.
Note that these plants underwent the same wounding treatments and transplantation as
successfully inoculated plants.
Greenhouse experiment
The nine combinations of plant genotype and endophyte species combinations (H−× H+,
H− × NH+, H− × E−, NH− × H+, NH− × NH+, NH− × E−, E− × H+, E− × NH+, E− × E−) were
planted in pots with potting soil and grown in a greenhouse in natural light at 24 °C beginning in
May 2013. We cloned inoculated and endophyte-free plants by separating three tillers per clone
and planting individually in 3-dl pots with Metro Mix 360 Sun Gro Horticulture Canada Ltd. soil
mixture in October 2013. After cloning, all plants were clipped to the same height (10 cm).
Three weeks after clipping, similar size plants were selected for the experiment. The greenhouse
was set to 20 °C night/25 °C day temperature conditions with natural lighting.
Water and nutrient treatments started in November 2013. Each combination of plant genotypic
groups and endophyte species was randomly grown under two treatments (high nutrients and
high water; low nutrients and low water) with the target of 10 plants per endophyte/plant
genotype combination and treatment (180). We combined water and nutrients into single
treatments to parallel a long-term field experiment (Saari et al. unpublished data) also testing the
effects of H and NH endophytes but without inoculations. Some plants did not survive
inoculation and cloning, and the final number of plants in the experiment was 151. Pots assigned
to high- and low-nutrient treatments were fertilized with a fertilizer [20:20:20 (N/P/K), with
micronutrients] (Southern Agricultural Insecticides, Inc.) twice a month or once in 4 months,
respectively. Pots were watered twice a week so that plants in the high water treatment
conditions received 2× water as those in the low water treatment. These conditions of watering
and fertilization for Arizona fescue are known from previous studies to achieve distinct
differences in growth in the greenhouse and accurately simulated high and low resource
conditions, respectively, in the field (e.g., [14]). Pot location was randomized each week to
prevent any microclimate differences in growth. After 4 months, we recorded number of tillers
and plant height. All plants were then harvested and their roots were washed with water. After all
plants were dried at 65 °C, aboveground and belowground dry biomass for each plant was
measured. To verify the infection status of the plants at the end of the experiment and before
harvesting, an immunoblot assay with specific monoclonal antibodies (Phytoscreen Immunoblot
Kit no. ENDO7973; Agrostics, Watkinsville, GA, USA) was used to confirm endophyte status
for each plant.
Statistical analysis
To test the effect of infection by the resident endophyte on its respective host genotypic group,
we used ANOVA (Systat 13.0) with infection and treatment as independent variables to test their
effect on the various growth measurements. Because root/shoot allocation is ratio, we arcsine
square root-transformed this variable before analysis. We analyzed the effect of the NH and H
endophyte on their respective plant genotypic groups separately since we are interested here in
only how the resident endophyte affects host growth when reinstated in its associated host plant
genotypic group. All assumptions of normality and homogeneity of variances were tested and
met.
We also used ANOVA to test the effect of associated plant genotype, endophyte species, and
treatment and their interactions on the various growth parameters. Here, we analyzed only
infected plants (H− × H+, H− × NH+, NH− × NH+, NH− × H+, E− × H+, E− × NH+) because we
are interested in testing the effect of the two endophyte species in their resident host plant
genotypic groups and in the two other host plant genotypic groups to determine if endophytes are
co-adapted to their resident plant genotypic groups. All assumptions of normality and
homogeneity of variances were tested and met. Because root/shoot allocation is a ratio, we
arcsine square root-transformed this variable before analysis.
Because we are interested in the relative roles of endophyte species and associated plant
genotypes, we show plant growth responses separately for endophyte species and for associated
plant genotypes. We used Tukey’s HSD for post hoc comparisons among means for endophyte
species and associated plant genotypes within each treatment.
Results
Resident infection effects
Inoculation of the hybrid endophyte into plants (H−) that originally harbored this endophyte
increased shoot and total dry biomass but not plant height, number of tillers, or root dry biomass
(Table 1, Fig. 1). The increase in shoot biomass is also reflected in a decreased allocation to roots
(lower root/shoot ratio) for H− × H+ plants. However, in contrast to the prevailing notion that
hybrid endophytes should have their greatest effect in stressful, resource limited environments,
inoculation of the resident hybrid endophyte had its largest positive effect on shoot and total
biomass and root/shoot ratio in the high soil nutrient and water treatment (significant
infection × treatment interactions, Table 1, Fig. 1). As expected, higher soil nutrients and water
increased all growth parameters, regardless of infection status or type.
Table 1. Analysis of variance results for the effect of infection and water and nutrient treatments
for non-hybrid and hybrid endophytes in Festuca arizonica
Plant height
Tiller number
df
F
Pvalue F
Pvalue
Non-hybrid endophyte
Infection (I) 1
1.259 0.267 9.978 <0.01
Treatment
1
33.157 <0.01 316.432 <0.01
(T)
I×T
1
1.024 0.317 2.833 0.099
Error
49
Hybrid endophyte
Infection (I) 1
0.526 0.473 1.275 0.266
Treatment
1
5.821 0.021 143.790 <0.01
(T)
I×T
1
0.346 0.560 0.754 0.391
Error
37
Significant (p < 0.05) p values are in bold
Shoot dry biomass Root dry biomass Total dry biomass Root/shoot
F
Pvalue F
Pvalue F
Pvalue F
Pvalue
7.338
<0.01
0.898
0.348
3.869
1205.41 <0.01
99.119
<0.01
567.059 <0.01
106.384 <0.01
2.276
0.138
0.278
0.600
1.200
0.279
0.834
20.291
<0.01
0.103
0.750
7.981
<0.01
29.264 <0.01
203.070 <0.01
51.723
<0.01
158.594 <0.01
48.901 <0.01
6.660
3.084
0.087
6.499
16.748 <0.01
0.014
0.055
0.015
1.347
0.252
0.366
Table 2. Analysis of variance results for the effect of endophyte species, host plant genotypic
group, and water and nutrient treatments for infected plants of Arizona fescue
Plant height Tiller number Shoot dry biomass
df F
Pvalue F
Pvalue F
Pvalue
Endophyte species (E)
1 2.277 0.135 4.937 0.029 10.474 <0.01
Plant genotypic group (P) 2 24.549 <0.01 22.989 <0.01 0.230
0.795
Treatment (T)
1 27.337 <0.01 499.491 <0.01 522.880 <0.01
E×P
2 10.525 <0.01 15.371 <0.01 2.010
0.141
E×T
1 0.144 0.706 0.973 0.327 3.084
0.083
P×T
2 0.335 0.716 11.004 <0.01 0.609
0.546
E×P×T
2 0.344 0.710 6.949 <0.01 1.885
0.158
Error
82
Significant (p < 0.05) p values are in bold
Root dry biomass
F
Pvalue
1.736
0.191
7.103
<0.01
203.158 <0.01
15.186 <0.01
1.142
0.228
4.379
0.016
3.915
0.024
Total dry biomass Root: Shoot
F
Pvalue F
P
6.821
0.011 2.936 0.090
2.587
0.081 0.517 0.598
456.238 <0.01 89.980 <0.01
6.635
<0.01 13.790 <0.01
2.552
0.114 2.150 0.146
0.694
0.502 6.893 <0.01
2.552
0.084 1.335 0.269
There were no clear patterns of the increased benefits to host genotypic groups via inoculation
with their resident endophyte. For example, infection of the H plant genotypic group with its
resident H endophyte did not increase number of tillers, shoot, root, or total dry biomass
compared to the H plant genotypic group inoculated with the non-resident NH endophyte
(H− × NH+). Indeed, the H− × NH+ combination had greater plant height (Fig. 2a) and higher
root biomass than the H− × H+ combination in the high water, high nutrient treatment (Fig. 2d).
Likewise, inoculation of the NH genotypic group with the resident NH endophyte did not
generally improve host performance relative to the NH genotypic group infected with the nonresident H endophyte (NH− × H+). All growth parameters in both treatments were equivalent for
NH− × NH+ and NH− × H+ combinations except for fewer number of tillers for the non-resident
endophyte (NH− × H+) compared to the resident endophyte NH− × NH+ (Fig. 2b).
When E− plants that were naturally endophyte-free (E−) were inoculated with the H endophyte,
plants generally performed better than E− plants inoculated with the NH endophyte (Fig. 2). In
the low water, low nutrient treatment, E− × H+ plants had more tillers and greater root and total
biomass than E− × NH+ plants (Fig. 2b–e). Similarly, in the high water, high nutrient treatment,
E− × H+ plants had more tillers and greater root and total biomass than E− × NH+ plants
(Fig. 2b–e).
Figure 1. Means (± SE) of growth parameters a plant height; b number of tillers; c shoot dry
biomass; d root dry biomass; e total dry biomass; f root/shoot ratio for plants with their resident
endophyte removed (H−; NH−) and inoculated (H− × H+; NH− × NH+) in the two treatments.
Asterisks above columns indicate significant differences (p < 0.05) in growth parameters within a
treatment between the endophyte-free plant genotypic group and the same genotypic group with
the resident endophyte inoculated. Dotted lines between bars indicate a significant interaction
between endophyte infection and treatment within a given associated plant genotype
Figure 2. Means (± SE) of growth parameters a plant height; b number of tillers; c shoot dry
biomass; d root dry biomass; e total dry biomass; and f root/shoot ratio for plants inoculated with
their resident and with the non-resident endophyte in the two treatments. Different letters above
columns indicate significance differences (Tukey HSD test for multiple comparisons) among
infected plants with different endophyte species for each treatment (small letters for pairwise
comparisons in the low water, low nutrient treatment; capital letters for the high water, high
nutrient treatment)
Associated plant genotypic effects
Plant genotypic group affected plant height, number of tillers, and root dry biomass and
marginally affected total dry biomass (Table 2). When plant genotypic group effects are
examined separately from the effect of endophyte, there are differences among the three
genotypic groups in their response to the two treatments (Fig. 3). The H− plant genotypic group
showed less height and shoot dry biomass than either the E− or NH− plant genotypic groups in
the low water, low nutrient treatment (Fig. 3a, c). H−-associated plant genotypes also had less
plant height and shoot biomass than E−- and NH−-associated genotypes in the high water, high
nutrient treatment (Fig. 3a, c) and less total biomass (Fig. 3e) than the E− genotype.
Alternatively, H−-associated plant genotypes had higher root/shoot ratio than E− and NH− plants
in the low water, low nutrient treatment and H− had higher root-shoot ratio than NH− plants in
the high water, high nutrient treatment (Fig. 3f).
Figure 3. Means (±SE) of growth parameters a plant height; b number of tillers; c shoot dry
biomass; d root dry biomass; e total dry biomass; and f root/shoot ratio for the three associated
plant genotypes (E−, H−, NH−) without their endophytes in the two treatments. Different
letters above columns indicate significance differences (Tukey HSD test for multiple
comparisons) among associated plant genotypes for each treatment (small letters for pairwise
comparisons in the low water, low nutrient treatment; capital letters for the high water, high
nutrient treatment)
Discussion
Infections by Epichloë endophytes are well known for profoundly changing host phenotypes of
agronomic and wild grasses such that growth, reproduction, and survival are often enhanced.
Often, these alterations in host phenotype lead to positive effects on host fitness [33, 34, 35].
This is especially thought to be the case for asexual, vertically transmitted Epichloë endophytes
(formerly Neotyphodium endophytes [4]) because vertical transmission implies strong
mutualistic interactions (e.g., [13, 27]). But there is growing realization that the effects of
infection by Epichloë endophytes are contingent upon variation in endophyte species or strain,
host plant genotype, and biotic and abiotic environmental factors (e.g., [3, 10, 36]), similar to
other well-studied plant–microbe symbioses (e.g., [37, 38]). In some cases, especially for wild
grass populations, infection by asexual endophytes may even lead to detrimental effects on host
performance and hence fitness (e.g., [27]).
Effects of infection by hybrid and non-hybrid endophytes
Our results indicate that returning the resident endophyte to the plant genotypic groups that once
harbored the endophyte does not necessarily enhance performance and depends on endophyte
species and environmental conditions. Inoculating the hybrid endophyte into plant genotypes
originally associated with the H endophyte resulted in enhanced aboveground growth and total
biomass, suggesting a positive effect of this endophyte species on growth and performance. This
endophyte also shifted allocation of host growth to shoot biomass relative to root biomass. In
contrast, inoculating the non-hybrid endophyte into plant genotypes originally associated with
the NH endophyte either did not affect growth parameters or did so in a negative fashion for
number of tillers and shoot and total biomass. This negative effect of the NH endophyte is
consistent with previous studies that show infection by this endophyte often leads to reduced
growth and reproduction [27] and decreased competitive abilities [39]. Therefore, it remains
puzzling why infection by the NH endophyte is much more common in natural populations of
Arizona fescue than either hybrid infected or uninfected grasses [22]. We discuss possible
explanations below (see “Frequency of Hybrid and Non-hybrid Endophytes in Nature” section
below).
We also did not find support for the hypothesis that hybridization in Epichloë endophytes
enhances their host grass abilities to grow and survive in stressful or harsh environments [11, 40]
and thus expand their realized niche [9, 41]. Inoculation of the H endophyte into the plant
genotypes associated with the H endophyte did enhance shoot and dry biomass, but this effect
was significantly more pronounced in the high water, high nutrient than the low water, low
nutrient treatment (Table 1, Fig. 1 c, e). The H endophyte did, however, have a stronger effect on
reducing root/shoot ratio in the low resource compared to the high resource environment
(Fig. 2f), but it is not clear if reduced allocation to root growth would be advantageous in harsh
environments. To the contrary, usually plants in stressful environments allocate more to roots in
order to increase competitive abilities to uptake scarce resources [5]. In competition experiments,
Saari and Faeth [14] found that H infected plants outcompeted their H− counterparts but NH
infected plants did not outcompete NH− plants, consistent with our results that infection by the H
endophyte, but not the NH endophyte, improves plant growth. However, unlike our results, they
found that H+ plants outcompeted NH+ plants and E− grasses based on some growth measures
(but not others) but only when water and nutrients were limited. However, their study involved
competition whereas our study was competition-free. Saari and Faeth [14] also did not control
plant genotypic groups by inoculation, which may explain differences in outcomes. In a study
involving another wild host grass, Hordeylmus europaeus, Oberhofer et al. [9] inoculated
seedlings from four populations that were made endophyte-free with different hybrid and nonhybrid endophyte taxa. They found that infection with either hybrid or non-hybrid endophytes
generally increased growth, but endophyte type had varying effects on reproduction. They also
did not find support that the hybrid endophyte increased host performance over wider range of
environments, purportedly by virtue of additional genes acquired during hybridization [11].
Therefore, at least for these two grass species where inoculation experiments have been
performed and plant genotypic group has been examined, the niche expansion hypothesis via
hybridization of Epichloë symbiosis does not seem to be supported.
Co-adaptation of endophyte and host plant
Because asexual Epichloë endophytes are thought to be strictly vertically and transmitted via
seeds (but see [15]), we expect a high degree of fidelity and co-adaptation between endophyte
strain or species and plant maternal genotype (e.g., [3, 9, 16, 19]). For infected plants, it is clear
that host performance depends on endophyte species, plant genotypic group, and environmental
factors and the complex two- and three-way interactions among them. However, our results do
not show that the resident H or NH endophyte provides any growth advantage over the nonresident endophyte as would be expected if the maternal plant genotype and endophyte species
are co-adapted or lineages co-evolved (e.g., [17]) (Fig. 2). Infection by the resident H endophyte
did not enhance, and may have instead reduced, growth compared to infection with the nonresident NH endophyte in the H plant genotypic group. Similarly, the resident NH endophyte did
not generally improve host performance relative to the non-resident H endophyte in the NH plant
genotypic group. Both endophyte species are also compatible and viable in their non-resident
plant genotypic group, as well as in naturally E− plants, further indicating a lack of co-adaptation
of endophyte species and plant genotype.
Oberhofer et al. [9] also found evidence for compatibility of endophyte types across plant
accessions but only weak co-adaptation of hybrid and non-hybrid endophytes to their respective
host plant genotypes in wild populations of Hordeylmus europaeus. The two endophytes that
showed most compatibility by somewhat improving growth of their resident host genotypes were
non-hybrid endophytes, one of which is capable of sexual reproduction. They suggested that the
lack of co-adaptation indicates relatively recent colonization events of the host grass and its
endophytes in the geographical range of the grass [42]. In contrast, for Arizona fescue, the NH
endophyte provided the least benefit to its respective resident host genotypic group. Neither the
NH nor the H endophyte in Arizona has been observed to have sexually reproduced [23]. Thus,
the lack of co-adaptation is even more puzzling. One explanation, suggested by Faeth and
Sullivan [27] and Oberhofer et al. [43], is that many of the non-hybrid, and even the
hybrid, Epichloë endophytes that were traditionally viewed as strictly vertically transmitted may
be capable of horizontal transmission via hyphae or other propagules such as conidia and spores
(e.g., [15, 44]). Although such transmission has not been observed in nature for Arizona fescue,
the ability to experimentally inoculate non-resident endophytes and the compatibility of
endophyte species across plant genotypic groups, plus the lack of specificity in benefits between
resident endophytes and plant genotypes, points to contagious spread of Epichloë endophytes,
even those considered as strictly vertically transmitted. E. tembladerae, the hybrid endophyte
found in Festuca arizonica, is for example known to occur in at least another 19 different plant
species on the South American continent [21] which may suggest the presence of a horizontal
transmission pathway at least at some point in evolutionary history. Alternatively, the wide
distribution of E. tembladerae may have also resulted from multiple and independent
hybridization events between E. typhina and E. festucae, parental species that are widespread
geographically among host grass species [25].
Frequency of Hybrid and Non-hybrid Endophytes in Nature
The frequency of asexual Epichloë endophyte infections in natural and agronomic grass
populations has often been used to infer relative fitness advantages of harboring the endophytes
(e.g., [45, 46]). Higher frequencies of infection were thought to be reflective of greater fitness
advantages over uninfected conspecific hosts. Likewise, within and across grass species,
observed higher frequencies of vertically transmitted hybrid relative to non-hybrid infections
stimulated the hypothesis that hybrid endophytes increased fitness more so than non-hybrid
endophytes [11, 40]. Yet, accumulating evidence suggests that for Arizona fescue as well as for
some other wild grasses, non-hybrid and hybrid infection frequency does not match fitness
measures. For Arizona fescue, infection frequencies are 55 % NH infected, 15 % H infected, and
30 % uninfected (E−) individuals on average across populations [22, 23]. These frequencies do
not correspond at all to our experimental results and to previous studies (e.g., [27]), where the
NH endophyte is less beneficial, and apparently, even harmful, compared to the H endophyte.
Furthermore, the H infected grasses are more commonly found in the most stressful
environments (low soil moisture and nutrients), but our experimental results suggest H infected
grasses should grow best in more resource-rich environments. Oberhofer et al. [9] also found a
mismatch between the observed hybrid and non-hybrid endophyte infection frequencies and
distribution and their experimental results measuring relative fitness advantages. Our results, as
well as those of Oberhofer et al. [9] suggest that relative frequency and distribution among
habitats cannot be readily used to gauge the relative advantage of H+, NH+, and E− plants. Lack
of correspondence between frequency, distribution, and fitness for asexual Epichloë endophyte
infections can result from variation in transmission rates [27, 47, 48], metapopulation dynamics
[49], weak or transient selection [50], or as discussed above, occasional horizontal transmission.
Another explanation for the relative low frequency of H infected grasses in natural populations,
despite their better growth, at least in some environments, than NH+ plants is that H+ grasses
more readily lose their endophyte than NH+ grasses. Systemic endophytes can be lost in several
ways from infected hosts: (1) via imperfect transmission where hyphae fail to grow into seeds
(e.g., [51]), (2) unviable hyphae in seeds due to excessive heat or long-term storage, or (3) from
random loss of hyphae from ramets of adult, perennial grasses [3]. That E− plants benefitted
more from inoculation by the hybrid than non-hybrid endophyte in terms of root and total dry
biomass (Fig. 2d, e) suggests that the E− plant genotypic group may have originally been
infected by the hybrid endophyte. The E− plants were originally from the same grass population
with the H endophyte, and thus they might have a long co-evolutionary history. However,
countering this argument is that H− and E− plants in our experiment appear to be less similar to
each other in growth parameters than E− and NH− plants (Fig. 2). A comparison of transmission
rates of hybrid and non-hybrid endophytes might shed additional light on whether H− plants are
more likely than NH− plants to lose their endophytes.
In conclusion, whereas we found that growth parameters in Arizona fescue depend on endophyte
species, host plant genotypic groups, environmental factors, and the complex interactions among
them, we do not find support that hybridization of endophytes leads to fitness advantages of the
host in stressful environments. To the contrary, infection by hybrid endophytes appears to
increase performance only in resource-rich environments. We also did not find support for coadaptation between endophyte species and host genotype as expected for asexual, vertically
transmitted symbionts. These results suggest that the linkage between supposedly asexual
endophyte species and their host grass genotypes may be much more fluid than previously
thought.
Acknowledgments
We thank the China Scholarship Council for support of T. J. for this research.
Funding
This work was supported by the National Science Foundation grant DEB 0917741 to SHF.
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