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Annu. Rev. Ecol. Syst. 1990. 21:275-97
Copyright ? 1990 by Annual Reviews Inc. All rights reserved
FUNGAL ENDOPHYTES OF
GRASSES
Keith Clay
Departmentof Biology, Indiana University, Bloomington, Indiana 47405
KEYWORDS: endophyte,fungi, grasses,symbiosis,clavicipitaceae
INTRODUCTION
Mutualistic interactions between species are receiving increased attention
from ecologists, althoughresearchlags far behind analogouswork on compe-
tition or predator-preyinteractions. Most research has focused on rather
showy mutualismssuch as pollinationor fruitdispersaland has suggested that
mutualisms are more importantin tropical communities than in temperate
communities (67). Plant-microbialmutualisms, in contrast, have prompted
little ecological research. Plant-microbialassociations are more difficult to
observe and manipulate than plant-animal associations. Many plants are
always infected (e.g. legumes by rhizobia, forest trees by mycorrhizalfungi),
so it is easy to consider the microorganismsmerely as a special type of plant
organ. Further,plant-microbialmutualismshistoricallyhave been outside the
realm of ecology, in other areas of biology like microbiology and mycology.
Recent researchhas revealed a widespreadmutualisticassociationbetween
grasses, our most familiarand importantplant family, and endophyticfungi.
Asymptomatic, systemic fungi that occur intercellularlywithin the leaves,
stems, and reproductive organs of grasses have dramatic effects on the
physiology, ecology, and reproductivebiology of host plants. Through the
production of toxic alkaloids, endophytic fungi defend their host plants
against a wide range of insect and mammalian herbivores. Poisoning of
domestic livestock has spurreda greatdeal of researchon endophyticfungi in
pasture grasses. This research has shown clearly that plants benefit from
275
0066-4162/90/1120-0275$02.00
276 CLAY
CLAVICIPITACEOUSFUNGAL ENDOPHYTES OF
GRASSES
Endophyteis a general term that refers to any organismthat lives inside of a
plant, including organisms as diverse as mycorrhizalfungi and mistletoes.
Many types of microorganismslive within grasses as endophytes (106), and
many other plant groups support endophytic microorganisms (23). I use
endophytein this review to refer to a particulargroup of closely relatedfungi
that systemically infect grasses.
Taxonomy
The endophytes considered here are members of the Ascomycete family
Clavicipitaceae(tribe Balansieae) and their anamorphs(asexual derivatives).
This family also includes the ergot fungi (Claviceps spp.) and Cordyceps,
pathogensof other fungi or insects (47). The taxonomy of the group is based
on the morphology of fruiting structureson host plants and the types of
conidia and ascospores produced. Endophyte genera include Atkinsonella
(two species), Balansia (approximately15 species), Epichloe (less than 10
species), and Myriogenospora(two species). A fifth genus Balansiopsis was
recognized by Diehl (47), but its validity has been questioned (110). Our
knowledge of endophytes is based primarily on North American and Eu-
ropeanhosts; additionalstudies are needed on tropicaland/orsouthernhemi-
sphere endophytes.
The sexual state of many endophytes has never been observed, so they
cannot be classified as Ascomycetes. However, these endophytes are similar
to the asexual form of other species with known sexual states. The asexual
endophytes thus have probablybeen derived from sexual ones, particularly
from the species Epichloe typhina (34, 126). Asexual endophyteshave been
grouped in the form genus Acremoniumsection Albo-lanosa (92, 131). They
do not fruit on their hosts and are transmittedthrough the seed of infected
plants (36). Sexual and asexual endophyteshave similar host ranges, growth
forms in the plant, and conidial morphologyin culture.Moleculardatawill be
useful in determiningphylogeneticrelationshipsamongendophytegeneraand
species, and between sexual and asexual forms.
Distribution WithinHosts
Endophytesgrow as elongate, convoluted, sparselybranchedhyphaerunning
throughintercellularspaces parallelto the long axis of leaves and stems (36,
125). Within the aerial plant body, endophyte hyphae are most dense in the
FUNGALENDOPHYTES 277
Grass Endophyte
Subfamily Tribe Balansiae Acremonium
Pooideaea Poeae + +
Aveneae + +
Triticeae + +
Meliceae + +
Stipeae + +
Brachyelytreae + +
Diarrheneae
Nardeae
Monermeae
Panicoideae Paniceae +
Andropogoneae +
Chloridoideae Eragrosteae +
Chlorideae +
Zoysieae
Aeluropodeae
Unioleae +
Pappophoreae
Orcuttieae
Aristideae +
Bambusoideae Bambuseae +
Phareae
Oryzoideae Oryzeae +
Arundinoideae Arundineae
Danthonieae +
Centosteceae +
cant. Other plant groups also serve as hosts to a wide range of endophytic
fungi of diverse taxonomic affinities (23). Nonclavicipitaceous endophytes
are beyond the scope of this review; interestedreadersare referredto Carroll
(23) and references therein.
Most work has focused on tall fescue, the most importantpasture grass in
eastern North America. Endophyte infection causes changes in host plant
physiology that stimulate growth under controlled environmentalconditions
(33, 76). Enhanced growth of infected plants also occurred in perennial
ryegrassand purplenutsedgegrown in controlledenvironments(33, 76, 120).
In tall fescue the growth advantageof endophyte-infectedplantswas reversed
underconditions of severe nutrientstress, suggesting that the metabolic cost
of supportingthe endophyticfungus has a negligible detrimentaleffect except
under extreme conditions (26).
In response to increasingirradiance,net photosyntheticrates of endophyte-
infected tall fescue were found to be less than endophyte-freeclones of the
same genotypes, althoughinfected clones producedmore biomass and tillers
(15). We have found that endophyte-infectedtall fescue maintainedsignifi-
cantly higher net photosyntheticrates at temperaturesabove 25?C than did
uninfectedplants when both were grown underwell-wateredconditionsin the
greenhouse (S. Marks and K. Clay, unpublished). Further studies have
indicatedthat infected plants tend to have greaterstomatalresistances(4, 51).
These results are consistent with experimentalwork showing thatinfected tall
fescue maintainshigher productivitythan do uninfectedplants underdrought
conditions (4, 105, 124). Arachevaletaet al (4) showed that infected plants
exhibited leaf rolling underdroughtstress conditions much more rapidlythan
did uninfected plants, and that under extreme drought conditions all un-
infected plants died while all infected plants survived. Other studies have
indicated that infected plants exhibited greaterosmotic adjustmentthan un-
infected plants, which allowed the infected plants to maintainhigher turgor
pressuresunderdroughtconditions (51, 124). Extremeenvironmentalstress-
es, such as describedabove, may provide intermittentstrong selection favor-
ing infected plants and causing dramaticchanges in populationcomposition.
The proportionof endophyte-infectedtall fescue and other grasses may have
increasedsubstantiallyduringthe droughtconditions experiencedover much
of North America in 1988.
Mechanismsby which photosynthesisand water relationsmight be altered
by endophyte infection include changes in the plant's hormonalbalance and
changes in source-sinkrelationships.Auxin has been detectedin purecultures
of the endophyteBalansia epichloe (99). Morphologicaland/orphysiological
changes observed in a numberof host species (i.e. inhibitionof flowering) are
consistent with altered hormone metabolism (30, 47). Studies of photosyn-
thate metabolism in two differenthost-endophyteassociations have revealed
that the fungi rapidlyconvert plant sucrose into sugar alcohols that the plants
are unable to metabolize(119, 121). By continuallydepletingthe plant's sink
of available photosynthate,endophyte infection may reduce or prevent feed-
back inhibition of photosynthetic rates, thereby allowing higher average
growth rates.
284 CLAY
HERBIVORY OF ENDOPHYTE-INFECTEDGRASSES
MammalianHerbivory
Grasses are relatively free of toxic secondarycompounds, comparedto most
plant families. Crop or pasturegrasses infected by species of Claviceps, the
ergot fungus, have poisoned livestock (and humans) for hundredsof years
(20, 87). Many grasses toxic to mammalianherbivoresin the absence of ergot
infection are now known to be endophyte infected (11, 25, 93). Endophyte-
infected grasses, including species in the genera Andropogon, Festuca,
Lolium, Melica, Paspalum Sporobolus, and Stipa (10, 12, 25, 35, 93, 96),
can be extremely toxic to a range of insect and mammalianherbivores(7, 40,
118). Animals often refuse to graze on infected grasses (19, 59, 89) and
develop a numberof circulatory,muscular,and neurologicaldisordersif they
do (10, 66, 93). Because most research has been conducted within an
agricultural context, essentially nothing is known about how endophyte-
infection affects vertebrateherbivory in naturalcommunities. Fairly simple
experimentswhere known infected and uninfected individuals (or ramets) of
the same species are planted in random arrays in the field would provide
evidence on whether differential herbivory occurs. It seems unlikely that
domestic animals would react differently from wild animals in their be-
havioral or physiological responses to endophyte-infectedgrasses.
Attempts to replant heavily on endophyte-infected pastures with en-
dophyte-freeseed have been made in tall fescue pasturesin the United States
and perennial ryegrass pastures in New Zealand. However, eliminating the
endophytereduces the vigor of plants and their resistanceto a range of biotic
and abiotic stresses (4, 13, 105, 124). This is apparentlythe reason that
endophyte-infectedpasturegrasses were so widely planted in the first place.
Artificial selection for superior plant vigor and persistence inadvertently
selected for endophyte-infectedplants. Similar processes appearto occur in
nature.
Insect Herbivory
An importantfactor favoring endophyte-infectedgrasses in naturaland agri-
culturalcommunities is their enhanced resistance to insect herbivores. Field
observations of fescue and ryegrass species indicate reduced herbivory of
endophyte-infectedplants in experimentalplots and lower populationsof the
herbivores(54, 103, 104, 111, but see also 71, 83). Insect feeding trials and
food plant preference studies conducted in the laboratorywith a variety of
grass species have shown that endophyte infection acts as a feeding and
oviposition deterrent(61, 68) and/or reduces the survival, growth, and de-
velopmentalrates of feeding insects (1, 25, 40, 74, 115). This topic has been
reviewed extensively (35, 36, 118). As in the case of mammalianherbivory,
FUNGALENDOPHYTES 285
out the world are needed to answer the basic question of how common
endophytes are.
Endophyteinfection of grasses affects, and can be affected by, community
characteristics. A number of studies reviewed here suggest that infection
levels within species increase with succession and community age (37, 105,
111). Infection-enhancedcompetitive abilities (69) can affect the displace-
ment of endophyte-freespecies by endophyte-infectedspecies, especially if
herbivory is severe (54, 111, 116). Anecdotal report suggests community
changes may be rapid. Shaw (116) reportedthat the endophyte-infectedgrass
Melica decumbens (drunk grass) increased dramaticallyin South African
grasslands following the introduction of European livestock, presumably
because they preferentiallyfed on uninfected species. Similar community-
level increases of endophyte-infectedSporoboluspoiretii in heavily grazed
southeasternpasturesalso have been reported(7). The dynamicsof endophyte
infection within and among host species during and following insect out-
breaks or the introductionof grazers would be of particularinterest.
There remain many unanswered questions regarding the population and
evolutionarydynamics of endophyte infection in grass populations. The rate
at which asexual seed-borne endophytes increase in host populationsversus
sexual Balansieae endophytesthat suppresssexual reproductionof theirhosts
needs to be quantified. Plant survival and seed production, and the rate of
contagious spread of infection, are the most-important parametersto be
determined.Models that reveal conditions favoring one form of transmission
over the other may provide insights into how mutualistic and pathogenic
associations evolve and coevolve.
The inverse relationshipbetween endophyte sexuality and host sexuality
(see 34) has importantimplicationsfor gene flow and the genetic structureof
both host and endophyte populations. For example, Danthonia grasses in-
fected by Atkinsonella are reproductivelyisolated from uninfected plants in
the population. Infected plants reproduce sexually only by self-fertilized
cleistogamous seeds, which are themselves endophyteinfected (29, 41). The
fungus, in contrast, is cross-fertilizedwith other genotypes (81). Do infected
plants consist of genetically similarindividualsinterspersedwithin a panmic-
tic, uninfected subpopulation?At the other extreme are situations where the
endophyteis completely asexual and seed-borne,and the host flowers normal-
ly. How many fungal genotypes exist within a single host population(80)? Do
seed-borneendophyteshave narrowerhost rangesthan sexual endophytesthat
must contagiously infect new hosts? Are there plant genes for resistance to
endophyte infection? Limited data suggest that resistance to infection, as
found in many crop plants towards pathogens, does not exist in endophyte
host species (79).
In conclusion, much has been learned over the last ten years about fungal
292 CLAY
I wish to thank Allan Fone for his helpful comments on this manuscript.
Graduateand postdoctoralstudentswho have made majorcontributionsto my
own researchon fungal endophytesinclude James Bier, CarolBlaney, Greg-
ory Cheplick, Allan Fone, Adrian Leuchtmann,MargaretMaloney, Susan
Marks, John Schmidt, and Mary Stovall. My researchon fungal endophytes
of grasses has been supported by NSF grants BSR-8400163 and BSR-
8614972.
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