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MOLECULAR ECOLOGY

Molecular Ecology �2011) 20, 1303-1316 doi: 10.1111 /j.1365-294X.2011.05000.x

Mycorrhizal specificity in the fully mycoheterotrophic Raf. (: )

l AARON H. KENNEDY,* D. LEE TAYLORt and LINDA E. WA T SON*:j: *Department of Botany, Miami University, 700 East High Street, Oxford, OH 45056-3616, USA, tUniversity of Alaska, Institute of Arctic Biology, 205 West Research Building, Fairbanks, AK 99775-7000, USA, :j:Department of Botany, Oklahoma State University, 104 Life Sciences East (LSE), Stillwater, OK 74078-3013, USA

Abstract

Mycoheterotrophic have abandoned an autotrophic lifestyle and obtain carbon exclusively from mycorrhizal fungi. Although these species have evolved independently in many families, such events have occurred most often in the Orchidaceae, resulting in the highest concentration of these species in the tracheophytes. Studies of mycoheterotrophic species' mycobionts have generally revealed extreme levels of mycorrhizal specialization, suggesting that this system is ideal for studying the evolution of mycorrhizal associations. However, these studies have often investigated single or few, often unrelated, species without consideration of their phylogenetic relationships. Herein, we present the first investigation of the mycorrhizal associates of all species of a well-characterized orchid comprised exclusively of mycoheterotrophic species. With the employment of molecular phylogenetic methods, we identify the fungal associates of each of nine Hexalectris species from 134 individuals and 42 populations. We report that associates exclusively with members of the Thelephor­ aceae, H. brevicaulis and H. grandiflora associate with members of the and Sebacinaceae subgroup A, while each member of the H. spicata associates primarily with unique sets of Sebacinaceae subgroup A . These results are consistent with other studies of mycorrhizal specificity within mycoheterotrophic in that they suggest strong selection within divergent lineages for unique associations with narrow clades of mycorrhizal fungi. Our results also suggest that mycorrhizal associations are a rapidly evolving characteristic in the H. spicata complex.

Keywords: host parasite interactions, mycoheterotrophy, mycorrhizal specificity, orchid mycor­ rhizae, Russulaceae, Sebacinaceae

Received 4 August 2010; revision received 22 November 2010; accepted 2 December 2010

sided affair, if not , many times, resulting in Introduction over 400 fully (i.e., life-long) mycoheterotrophic plant The mycorrhizal is one of the most common species (MHPs) in at least 10 families (Leake 1994; Mer­ on Earth and is a diffuse mutualism between plants ckx & Bidartondo 2008). These 'cheaters' of the mycor­ and fungi whereby plants gain mineral nutrition from rhizal mutualism (Taylor & Bruns 1997) are recognizable fungi and fungi gain photosynthetically derived carbon based on a loss of autotrophic capabilities via degenera­ from plants (Smith & Read 2008). As evolutionary the­ tion of photosynthetic genes (Cameron & Molina 2006; ory predicts of mutualisms (Sachs & Simms 2006), the Barrett & Freudenstein 2008), photosynthetic pigments, mycorrhizal mutualism has evolved into a heavily one- and leaves and loss or reduction of (Leake 1994). The species-rich Orchidaceae is particularly predis­ Correspondence: Aaron H. Kennedy, Fax: 301 313 9226; posed to mycoheterotrophy. Its species produce tiny E-mail: [email protected] l Present address: USDA/APHIS/ PPQ/ Molecular Diagnostics seeds that lack the nutrient reserves necessary for early Laboratory, Building 580, BARC-East, Powder Mill Road, Belts­ growth and development (Leake 1994). For this reason ville, MD 20705-2350, USA. it is thought that nearly all of its �25 000 species

© 2011 Blackwell Publishing Ltd 1304 A. H. KENNEDY, D. LEE TAYLOR and L. E. WATSON

(Dressler 1981) are adapted to hosting mycorrhizal ses with these data in the context of homologous fungi that provide mineral nutrition and carbon during sequences from a wide variety of closely related bngi. seed germination and at least until the development of The mycorrhizal status of each was inferred photosynthetic tissue (Bernard 1904; Leake 1994). based on the nutritional needs of MHPs and current Among these, life-long mycoheterotrophy has evolved knowledge of their function in other plant associations. independently most often in this family (Freudenstein We then evaluated the breadth of mycorrhizal associa­ & Barrett 2009), resulting in over 100 described species tions within Hexalectris as a whole, within the H. (Leake 1994). Determining the identities of orchid-asso­ species complex, and within each species. ciated mycorrhizal fungi has been difficult due to the paucity of characters in the asexual stage (referred to as Materials and methods anamorphs), and high rates of failure associated with inducing sexual stages (known as teleomorphs) in cul- tures et al. 2002). Autotrophic orchids generally associate with a wide Roots, the sites of mycorrl-tizal colonization (Taylor range of Agaricomycete members of the form-genus et al. 2003), were sampled from 134 adult ind.ividuals Rhizoctonia (Rasmussen 1995; Currah 1997; Bidartond o representing 42 populations and all nine species of et ai. 2004). However, fun MHPs associate with fungi Hexalectris (Table 1): H. wamockii Ames & Correll, having access to large and persistent carbon sources H. (A. Rich. & Galeotti) L. O. Williams, (Leake 2005), such as ectomycorrhizal fungi (Bjorkman H. breuicaulis L. O. Williams, H. revo/uta Correll, H. par- 1960; Furman & Trappe 1971; Taylor & Bruns 1997; L. O. Williams, H. arizonica (5. Watson) A. H. McKendrick et aL 2000; Seiosse et al. 2002b; Gebauer & Kennedy & L. E. Watson, H. colemanii (Catling) A. H. Meyer 2003; Bidartondo et al. 2004; Leake 2005; Girlan­ Kennedy & L. E. Watson, H. nitida L. O. Williams, and da et al. 2006), and saprotrophic fungi in the tropics H. (Walter) Barnhart. Unless limited by avail­ (Hynson & Bruns 2010). St'Jdies of mycorrhizal specific­ ability, molecular data were collected from two roots ity, defined as the phylogenetic diversity of the fungi per individual. Sampling for SOIne species was limited that form mycorrhizal associations with a particular due to rarity, distribution, small population size and plant taxon (Thompson 1994; Taylor et al. 2003), have the ephemeral and cryptic nature of their inflorescence revealed a pattern of extreme specificity among many (the only above ground organ). Voucher specimens MHPs associated with ectomycorrhizae, where individ­ were deposited in the Willard Sherman Turrell Herbar­ ual species specialize on members of a single fungal ium., Miami University (MU). genus or subgeneric (Taylor & Bruns 1997, 1999; McKendrick et al. 2002; Selosse et al. 2002b; Taylor lVIolecular methods et al. 2003; Barrett et al. 2010). Investigations of mycorrhizal specificity in orchid Roots were gently scrubbed with a soft brush in a MHPs have generally Iocused on either a single- or a dilute detergent solution, surface sterilized ire a 20% few species with distant or uncertain phylogenetic rela­ bleach solution foy 5 min, and triple rinsed with ddH20 tionships and have never included an entire and well­ (Taylor & Brur.s 1997; Shefferson et al. 2005;. Total characterized genus. Hexalectri5, the crested coral DNAs were extracted using QIAGEN's DNeasy Plant orchids, represents an excellent opportunity to study Mini Kit (QIAGEN, Gaithersburg, MD, USA) from non­ the evolution of mycorrhizal associations in orchid necrotic root sections containing pelotons (i.e., mycor­ MHPs because it is monophyletic (Sosa 2007) and com­ rhizal structures unique in orchids and consisting of posed of nine fully MHP species whose delimitations hyphal coils that surround the plasmalemma of root have been ciarified (Kennedy & Watson 2010). This cortical cells) immediately following sterilization or genus is distributed throughout most or the eastern and after storage at -800 C in the API DNA extraction buf­ southern U. s., and south throughout mountainous fer provided in the QIAGEN DNeasy Plant Kit. regions of Mexico and northern (Goldman A representative group or DNA extracts from each 2005; Kemledy & Watson 2010). The monophyletic species was selected for an initial survey of associated H. spicata complex is comprised of six species, members mycorrhizal lineages. This was accomplished by selec­ of which have relatively simiiar floral morphologies tively amplifying the fungal nuclear ribosomal internal (Goldman et ai. 2002; Kennedy & Watson 2010). transcribed spacer region (lTS; ITS1, 5.8S, ITS2) with In the present study we identified the fungal root PCR using the fungal specific primer pair ITS1-FIITS4 associates of specimens from all species of Hexalectris by (White et al. 1990; Gardes & Bruns 1993). This group sequencing the nuclear ribosomal internal transcribed was also amplified with two additional pairs, ITS1- spacer region (ITS) and conducting phylogenetic analy- OFIITS4-0F (Taylor & McCormick 2008) and

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Table 1 A county level list of the locations from where root samples were collected from each Hexalectris species . The number of populations and individuals sampled from each county is presented with corresponding population-level voucher specimen refer ­ ences . All vouchers are iocated at MU unless otherwise noted . Duplicates of Mexican collections were deposited at mU G

Hexalectris Collection location (country, state, Number of Numbe , of species county /parish /municipio) populations individuals "Vo ucher specimen

arizonica USA, Arizona, Cochise 3 8 AHK et al. 347, AHK et al. 344, RAC 1136 arizonica USA, Arizona, Pima 8 AHK and FTF 341 a rizonica USA, Arizona, Santa Cruz 5 AHK and FIF 343 arizonica USA, , Brewster 1 1 AHK and AF 30 arizorzica USA, Texas, Dallas 2 8 AHK 76, N A. brevicaulis Mexico, Jalisco, Tecolotlan 2 PCR et aI. 4403 brevicaulis Mexico, Jalisco, San Cristobal de la Barranca peR et al. 4399 brevic(fulis Mexico, Jalisco, Zapopan 2 peR et al. 4400 brevicaulis Mexico, Jalisco, Ejutla 1 2 PCR et al. 4408 coleraanii USA, Arizona, Pima 2 9 AHK et a/. 65, AHK et al. 63 grandi/lorn USA, Texas, Dallas 2 2 MBM 5.'1. (BRIT), MB M S.n. (BRIT) grandi/lora USA, Texas, Jeff Davis 2 8 AHK 22, AHK and JK 24 nitida USA, Texas, Brewster AHK and AF 31 nitida USA, Texas, Dallas 3 8 AHK 78, AHK et al. 80, AHK et ai. 83 parviflora Mexico, Zacatecas, Trinidad Garcia PCR and AHK 4526 de la Cadena parviflora Mexico, Jalisco, Cuquio 2 peR et al. 4533 revoluta USA, Texas, Brewster 2 3 AHK 260, AHK 263 spicata LTS A, Alabama / Sumter AHK 67 spicata USA, , Citrus 6 AHK 54 5picata USA, Florida, Hernando 5 AHK 58 spicata USA, Indiana, Harrison 5 AHK and KJK 83 spicata USA, Louisiana, Natchitoches AHK 68 spicata USA, North Carolina, Aileghany 12 AHK 15 5picata USA, North Carolina, Hoke 5 AHK 460 spicata USA, Ohio, Adams 7 ARK 17 spicata USA, Oklahoma, Caddo 5 AHK and LKM 81 spicata USA, Texas, Brewster 1 3 ARK and AF 33 spicata USA, Texas, Dallas 2 4 AHK 207, NA spica/a USA, Texas, Hayes 2 AHK et al. 86 warnockii USA, Texas, Brewster 2 3 AHK and AF 32, AHK 259 warnockii USA, Texas, Dallas 4 AHK 70 Total 42 134

A key to collector abbreviations is as follows: MBM, Marcy Brown-Marsden ; PCR, Pablo Carrillo-Reyes ; RAe, Ronald A. Coieman ; FIF, Frank T. Farruggia ; AF, Allison Freeman ; JK, To lm Karges ; AHK, A. H. Kennedy ; KJK, K. J. Kennedy ; UGv1, Lawrence K. Magrath ; N.A., a voucher collection was not made .

ITSlIITS4-Tul (White et al. 1990; Taylor & McCormick (1993) with the following final concentrations per 25 ilL: 2008), because the ITS or Tulasnella, a major or 200 !1M of each dNTP, 1.5 mM MgC12 and 2.5 units of known orchid mycorrhizal forming fungi, has experi­ QIAGEN Taq DNA Polymerase. When multiple and dis­ enced accelerated rates of evolution resulting in ineffec­ crete bands were detected by gel electrophoresis, each tive amplification with ITSI -F for some of its core was individually excised for sequencing. PCR products members (Suarez et al. 2006; Taylor & McCormick were purified with the Wizard SV Genomic DNA Purifi­ 2008). Results from this survey revealed that the ITS1- cation System (Promega, Madison, WI, USA) and OFIIT54-0F pair was effective at amplifying the ITS labelled with BIGDYE v3.1 (Applied Biosystems, Foster from the full range of basidiomycete fungi that were City, CA, USA). Sequencing was conducted on either an detected by all three pairs, therefore, PCR was con­ ABI 3130xl or a 3730 DNA Analyzer (Applied Biosys­ ducted on the remaining DNA extracts with only ITS1- tems) at the Miami University, Center for Bioinformatics OFIITS4-0F. and Functional Genomics. Electropherograms were The PCRs were conducted with QIAGEN Standard assembled and edited in SEQUENCHER 3.1 (Genecodes Inc., PCR reagents in an MJ Research DNA Engine (Waltham, Ann Arbor, MI, USA). When multiple bands were pres­ Mil., USA) following the conditions of Gardes & Bruns ent and too similar in size to excise individually, and

© 2011 Blackwell Publishing Ltd 1306 A. H. KENNEDY, D. LEE TAYLOR and L. E. WATSON

whenever electropherograms indicated the presence of a Phylogenetic analyses were conducted with JVIRBA YES heterogeneous pool of PCR products, original PCR v3.1.2 (Huelsenbeck & Ronquuist 2001; Ronquist & products were cloned using the Tapa TA Cloning Kit Huelsenbeck 2003). Outgroups ror the Sebacinaceae, for Sequencing (Invitrogen, Carlsbad, CA, USA). Six to Ceratobasidiaceae, Russulaceae and Theleporaceae were ten resulting colonies were selected from each plated based on previous studies and included vermif­ reaction and re-sequenced directly. All sequences were era (Weiss et al. 2004), subcoronatum subnlitted to NCBI's GenBank (hUF/ /�y\Tw.ncbi.nlm.­ (Moncalvo et al. 2006), aculeatum nih.gov), accessions HQ667792-HQ667931. (Miller et ai. 2001; Miller & Buyck 2002; Larsson & Lars­ son 2003), and Sarcodon imbricatus (Taylor & Bruns Fungal identifications 1997), respectivelyo The model of DNA sequence evolu­ tion was determLYled for each matrix using the Akaike A combination of BLAST searches and phylogenetic Information Criterion (AlC; Posada & Buckley 2004) in analyses were used to identify mycorrhizal fungi (Tay­ MRMoDELTEST v2.2 (Nylander 2004). The 'temperature' lor & Bruns 1997; Taylor et al. 2003; McCormick et al. parameter was set to 0.05 for the analyses of the Seba­ 2004; Shefferson et al. 2005, 2007; Girlanda et al. 2006; cinaceae, Russulaceae, and Thelephoraceae matrices due Suarez et al. 2006, 2008; Otero et al. 2007; Taylor & to inefficient Metropolis coupling during initial analy­ McCormick 2008; Barrett et al. 2010). Sequences that dif­ ses. All other parameter values were left at default. The fered by less than 1% or their nucleotide positions and posterior probability (pp) distribution of trees was esti­ were generated from the same individual were repre­ mated with two independent Markov Chain Monte Car­ sented only once in the final matrix (Suarez et ai. 2006). lo (MeMC) simulations, sampling trees every 100 Hexalectris-associated fungal ITS sequences were generations. Each analysis was terminated after conver­ highly divergent and not alignable as a single data gence, which was considered once the average standard matrix. Thus, they were grouped similarity with deviation of split frequencies was <0.01 (PeIser et al. those in GenBank, which were identified with Discon­ 2007). Stationarity was estimated by plotting the likeli­ tinuous MegaBLAST (Taylor et al. 2003; Shefferson hood scores of all sampled trees and locating the stable et al. 2005; Taylor & McCormick 2008). This sorted most likelihood plateau. All trees prior to this plateau were sequences to one of four agaricomycete families: Seba­ discarded as the 'burnin', while the remaining was used cinaceae, Ceratobasidiaceae, RussuJaceae and Thele­ to build 50% majority rule consensus trees. phoraceae. Sequences were initially considered Relative mycon'hizal specificity and phylogenetic members of a particular family when pairwise similar­ breadth of associatior, within each agaricomycete family ity values to several vouchered specimens from that was estimated for each Hexalectris species. Relative family were greater than 85% . A selection of sequences mycorrhizal specificity was estimated by calculating the

* from these searches was added to the appropriate fam­ average uncorrected genetic distance in PAuP version ily-level matrix along with additional sequences from 4bl0 (Swofford 2002) for all pairwise comparisons of previously published phylogenetic analyses, with vou­ ITS sequences identified to the same fungal family and chered teleomorphs preferentially selected when possi­ isolated from a single HexaZectris species (i.e., Pi, Nei & ble. Additional sequences were added to the Tajima 1981; Taylor et al. 2004; Shefferson et al. 2007). Sebacinaceae rratrix based on Taylor et al. (2003), Weiss Relative breadth was estimated using maximum genetic et al. (2004), and Suarez et al. (2008), and from the distance between any two ITS sequences for the same UNITE fungal rONA sequence database (K61jalg et al. fungal family and isolated from a single Hexalectris spe­ 2005; http://unite.ut.ee). Finally, sequences were also cies. Pairwise genetic distances were calculated based added to the Ceratobasidiaceae matrix based on Taylor on the final alignments produced after the removal of & McCormick (2008); to the Russulaceae matrix based unalignable sites by Gblocks. on Miller et al. (2001), Miller & Buyck (2002), and Lars­ son & Larsson (2003); and to the Thelephoraceae matrix Results based on Taylor & Bruns (1997). Each family level matrix was aligned with MUSCLE v3.6 Similarity searches (Edgar 2004) and adjusted manually in SE�AL v2.0al1 (Rambaut 2002). The Russulaceae alignment was con­ Results from MegaBLAST searches indicated that 98% structed by adding the selected GenBank sequences to of sampled plants contained root-associated ITS the align.ment of Miller & Buyck (2002). Errors in posi­ sequences which were highly similar to those from four tional homology were reduced in each alignment using different agaricomycete families: Sebacinaceae, Cerato­ the G blocks web server (Castresana 2000) with 'less basidiaceae, Russulaceae and Thelephoraceae (Table 2). stringent' alignment settings (Taylor & McCormick 2008). Eighty one percentage of all surveyed Hexalectris

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Table 2 A list of fungal taxa that we re identified wi thin the roots of each Hexalectris species based on MegaB LAST searches of Gen ­ Bank. The final ro w indicates the number of indivi d.ual plants that we re sampled for each Hexalectris species. Each column indicates the number of indivi d.ual plants of each species that associated wi th a fungus from a particular taxon . Numbers in parentheses repre ­ sent the number of individual plants that we re associated wi th fungi from multiple taxa. The final column represents the total num ­ ber of plants, regardless of species, that we re in association wi th a particular fungal taxon. Notice that the sum of several columns exceeds the total number of sampled plants. This is because some plants are associated wi th fungi from more than one taxon. Multi ­ ple sequences from an individual plant we re considered identical wh en they differed by less than 1 % (Suarez et ai. 2006)

H. spicata species complex

Fungal group warnocki! brevt"caulis parviflora revchita colemanii arizonica nitida spicata Total

Sebacinaceae 20) 2 (0) 3(1) 3 (1) 9 (0) 28 (5) 8 (0) 53 (6) 108

Ceratobasidiaceae 5 (3) 1 (1) 1� \(1 1.) \ 3 (1) 10 Russulaceae 5 (5) 5(1) 10 Theiephoraceae 7 (0) 3 (3) 10 Cortinariaceae (1) Ascomycota 2 (1) 1(1) 3 (3) 1(1) 4 (3) 11 Total plants sampled 7 10 7 3 3 9 30 9 56

individuals, and elght of nine species, were associated These fungi occurred in <9% of individuals, and when with members of Sebacinaceae. These associations were they did occur, were often detected only by cloning, especially common within the H. species com­ were rare among clones, and eo-occurred with a known plex, where 94% of individuals were associated with a . sebacinaceous fungus. We identified members of the Sebacinaceae as the sole basidioIJl.ycete associates of Phylogenetic analyses H. nitida, H. colemanii, and H. re-uoluta. Hexalectris parvi/l­ ora and H. also rarely associated with members of The Sebacinaceae matrix contained 149 taxa and 536 the Ceratobasidiaceae, and a single individual of H. spi­ nucleotide positions after the removal of 345 nucleotide cata from Adams County, Ohio associated with a member positions (39% ) by GblocKs (Castresana 2000). The of Cortinariaceae. Also, H. arizonica occasionally associ­ GTR+I+G model of sequence evolution was selected. ated with members of Thelephoraceae. The resulting phylogeny (Fig. 1) reveals that all sebaci­ Sebacinaceous associates were not as frequently naceous fungi associated with Hexaiectris are members identified in the remaining Hexalectris species. In of only one of two major clades within Sebacinaceae H. they were identified in 20% of individu­ subgroup A (Weiss et al. 2004). This 'HSF clade' (99% als surveyed. while Ceratobasidiaceae and Russulaceae ppJ is a large polytomy composed of several subclades were more common and were identified in 50% of (HSF-a-HSF-h). Remarkable fidelity was detected individuals sampled. However, ceratobasidiaceous among Hexalectris species to HSF subclades. For exam­ fu.ngi were generally only detected by cloning, we,e ple, three out of eight species (H. H. brevi­ rare among clones, and commonly co-occurred with cau/is, H. revoluta) were restricted to associations with a russulaceous fungi. Similarly, 29% of H. brevicaulis single HSF subclade. Hexalectris nitida and H. arizonica individuals was associated with Sebacinaceae and were each also restricted to a single HSF sub clade, with 71% was associated with members of Russulaceae. a single exception for H. nitida and two exceptions for A ceratobasidiaceous fungus was identified in one H. arizonica. The fungal ITS sequences from H. 5picata individual (14% ) and was detected cloning and are represented in all subclades throughout the HSF co-occurred with a russulaceous fungus. All H. polytomy, two of which, HSF-d and HSF-e, contain only warnockii individuals associated strictly with members H. spicata-associated fungi. The breadth of associations of the Thelephoraceae. for each species was indicated by the average and maxi­ Some ascomycete fungi were also detected within the mum genetic distances for pairwise ITS sequence com­ roots of some species (Table Sl, Supporting informa­ parisons (Table 3). tion). We suggest that these ascomycetous fungi are not The Ceratobasidiaceae matrix contained 58 taxa and mycorrhizal with Hexalectris species, but instead are 573 nucleotide positions after the removal of 234 (27%) pathogenic or necrotrophic en Hexalectris roots or their by Gblocks. The SYM+I+G model of sequence evolution mycorrhizal fungi because all are likely to be members was selected. All fungi associated with Hexalectris with of groups which are not known to form mycorrhizae, one exception were members of a single narrow clade but are known to contain plant and fungal . (HCF-a; Fig. Sl, Supporting information). The average

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r-----""...... -... Fig. 1 A 50% majority rule Bayesian Inference internal transcribed spacer regions phylogeny of Sebacinaceae revealing that the HSF clade within sub­ group A contains all the primary fungal associates of the H. spicata complex and occasional associates of H. grandiflora and H. brevicaulis. Values on branches represent posterior probabilities. Acces­ . BSF-a sions in bold represent vouchered her­ barium specimens. Taxon labels of Hexalectris-associated fungi each include a US or Mexican (MX) state abbrevia­ tion indicating collection location. All taxon labels include GenBank or UNITE . / ('UOB') accession numbers. Sebacmaceae subgroup

BSF-c

H. arizonica

_ H. brevicaulis

_ H. colemanii

r:::J H. grandiflorn - H. nitida _ H. parviflorn - H. revoluta - H. spicata

0.2 changes per site HSF-f

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Table 3 Report of Pi within the Sebacinaceae , and the maxi ­ mycorrhizal tissue is functioning as a mycorrhiza. This mum genetic distance among all pairwise comparisons within is problematic even for tissues that are heavily colo­ each species as an estimate of the relative breadth of mycorrhi ­ nized by pelotons because other non-mycorrhizal fungi zal associations within this family may be present (Taylor et al. 2003; Shefferson et al. 2005). Although the function of each fungus identified Average Maximum Hexalectris genetic genetic within Hexalectris mycorrhizal tissue was not demon­ species distance (Pi) distance strated directly, we assume mycorrhizal function for the detected agaricomycete fungi based on previous empiri­ brevicaulis 0.00000 0.00000 cal evidence and our phylogenetic results. It has been grandiflora 0.00846 0.00846 hypothesized that MHPs form mycorrhizae strictly with arizonica 0.01174 0.07541 fungi that have access to a large and persistent carbon nitida 0.02146 0.07784 source, such as ectomycorrhizae (Taylor & Bruns 1997; revoluta 0.03232 0.05610 parviflora 0.04043 0.05651 Taylor et al. 2002; Leake 2005). Among the root-associ­ colernanii 0.04091 0.06586 ated fungi identified in the present study, it is only the spicata 0.04746 0.09227 ectomycorrhizal agaricomycete fungi that are likely to have access to such a carbon supply. Our results sug­ gest that Hexalectris agaricomycete associates are ecto­ and maximum genetic distances of pairwise compari­ mycorrhizal because each is intermixed in subclades sons of ITS sequences for H. spicata (0.00053 and 0.00159) with known ectomycorrhizal fungi that have been pre­ and H. grandifLora (0.02184 and 0.05696) were low because viously reported as mycorrhizae of other orchid species the ITS sequences of HCF-a were nearly identical. (Taylor & Bruns 1997, 1999; McKendrick et al. 2002; Sel­ The Russulaceae matrix contained 97 taxa and 558 osse et al. 2002a,b; Taylor et al. 2003, 2004; Bidartondo nucleotide positions after the removal of 325 base pairs & Read 2008; Suarez et al. 2008; Barrett et al. 2010). In (37% ) by Gblocks. The GTR+I+G model of sequence evo­ fact, several studies have directly demonstrated that lution was selected. The average and maximum genetic such ectomycorrhizal fungi syphon photosynthetically distances of pairwise comparisons of ITS sequences for derived carbon to mycoheterotrophic orchids (Bjorkman H. brevicaulis and H. grandifLora were 0.10317 and 1960; Furman & Trappe 1971; Taylor & Bruns 1997; 0.14425; and 0.09211 and 0.11626, respectively. The topol­ McKendrick et al. 2000; Selosse et al. 2002b; Gebauer & ogy of the resulting tree shows that the russulaceous Meyer 2003; Trudell et al. 2003; Bidartondo et al. 2004; fungi associated with H. grandifLora and H. brevicaulis Girlanda et al. 2006; Zimmer et al. 2008; Roy et al. span much of the known species diversity of 2009). (Fig. 2). Previous identifications of root associated fungi in The Thelephoraceae matrix contained 117 taxa and H. spicata, H. arizonica, and H. colemanii suggested that 530 nucleotide positions after the removal of 286 posi­ the primary mycorrhizal symbionts of Hexalectris are tions (35% ) by G blocks. The SYM+I+G model of sebacinaceous fungi (Taylor et al. 2003). Our increased sequence evolution was selected. The average and max­ sampling revealed that sebacinaceous fungi are indeed imum genetic distances of pairwise comparisons of ITS dominant, especially within the H. spicata complex, but sequences for H. arizonica and H. warnockii were that H. brevicaulis and H. grnadifLora display mixed 0.04044 and 0.05979 and 0.04701 and 0.06800, respec­ associations with Russulaceae and Sebacinaceae, and tively. The resulting 50% majority rule tree reveals that, H. warnockii associates strictly with Thelephoraceae. although all H. warnockii and associates are restricted to Sebacinaceae is comprised of two major and well­ a single clade (HTF; Fig. 3) which contains most of the supported ectomycorrhizal clades that are divergent in sampled ITS sequences, they are members of several terms of their mycorrhizal associations (Sellose et al. HTF subclades. The occasional associates of this family 2007; Selosse et al. 2009). Members of clade B form and H. arizonica were also all members of HSF and are endomycorrhizae in several epiphytic and terrestrial similarly distributed throughout this clade. autotrophic orchids (Bidartondo & Read 2008; Suarez et al. 2008), several (Sellose et al. 2007), and are endosymbionts of some liverworts (Kottke et al. Discussion 2003). However, members of clade A are only known to Function and identity of fungal root associates form ectomycorrhizae and endomycorrhizae with orchid MHPs (Selosse et al. 2002a,b; Selosse et al. 2009). in Hexalectris Sebacinaceous fungi were only occasionally identified A persistent problem concerning studies of mycorrhizal as associates of H. brevicaulis and H. grandifLora specificity is whether a fungus that is detected in the (Table 2). However, members of the Russulaceae, like

© 2011 Blackwell Publishing Lt d 1310 A. H. KENNEDY, D. LEE TAYLOR and L. E. WATSON

�_"'''.''''''''' AYII61m .--...:...------AIH_.. _AYII6I1J3 V.:f! ,..-- IIl&ri

- H. brevicau!is

- H. grandiflora

0.07 cbanges per site

© 2011 Blackwell Publishing Lt d MYCORRHIZA L SPECIFICITY IN HEXALECTRIS 1311 the Thelephoraceae, are comprised of some of the most with dozens of phylogeneticaily distant fungal species abundant ectomycorrhizal fungi on Earth (Horton & at any one time, and with thousands more across a Bruns 2001) and were the dominant associates of H. brev­ plant species' entire geographic distribution (Bruns icaulis. Although no single dominant fungal family was et al. 2002). identified in H. sebacinaceous and russula­ Extreme specificity for sebacinaceous fungi in the ceous fungi were identified from five of seven individu­ H. spicata species complex is evidenced by the phyloge­ als, showing that members of the Russulaceae, and to a netic placement of nearly all of their mycorrhizal fungi lesser extent, members of Sebacinaceae, are the fungal in the HSF clade of Sebacinaceae subgroup A (Fig. 1). conduits of photosynthetic carbon to these species. Some exceptions to this fidelity were detected in a few Members of Ceratobasidiaceae were also identified Hexalectris species of this complex. In these cases, one from H. and H. brevicaulis, and were occa­ or a few individuals of each species were associated sionally associated with H. parviflora and H. spicata with fungi from other agaricomycete fungal families (Table 2). Ceratobasidiaceous fungi are commonly iso­ (Table 2; Fig. 1). Exceptional associations like these are lated from orchid mycorrhizal tissues (Taylor et al. a common feature of orchids that otherwise display 2002) and have been demonstrated as mycorrhizal high levels of specificity towards a narrow clade of (Cameron et al. 2006; Paduano et al. 2010). However, mycorrhizal partners (Shefferson et al. 2005). many ceratobasidiaceous fungi also function ecologi­ Although many of the interior nodes in the HSF clade cally as saprotrophs and plant parasites (Roberts 1999). are unresolved, several nodes near the tips are suffi­ Taylor et al. (20m) identified Thanatephorus ochraceus ciently resolved to reveal that fungal associates of each from the roots of several H. spicata individuals from species of the H. spicata complex are restricted to one Florida, the same ceratobasidiaceous fungus that was or more subclades (Fig. 1). Striking examples of speci­ identified in several Hexalectris species in the present ficity include H. arizonica, H. nitida, and H. revoluta, study (Fig. S1, Supporting information). They consid­ whose fungal ITS sequences have the lowest Pi values ered the mycorrhizal status of this fungus as unlikely among members of the complex (Table 3). These low because, although the hyphae of these fungi formed values reflect the fact that these species associate strictly partially coiled pelotons in roots, they also formed with a single HSF subclade. The opJy exceptions to this uncoiled hyphae in nonmycorrhizal rhizome tissue, are a single fungal ITS sequence from H. nitida nested suggesting a potentially pathogenic interaction. In the within the HSF-f clade, and a single H. arizonica associ­ present stLldy, as in Taylor et al. (2003), T. ochraceus ated fungal ITS sequence nested within each of clades occurred sporadically throughout our sampling and at HSF-g and -h. It is fascinating that H. nitida and H. a low abundance suggesting that this fungus is at least arizonica have the highest fidelity towards their mycor­ unlikely to be a primary or common symbiont of any rhizal partners because most members of these species Hexalectris species. aTe cleistogamous and have experienced several, appar­ ently convergent, morphological adaptations that accommodate self-pollination (Kennedy & Watson Mycorrhizal specificity in Hexalectris and its species 2010). We hypothesize that self-pollination increases the Remarkable levels of mycorrhizal specificity have been likelihood that a highly successbl mycorrhizal partner­ detected in MHPs from a broad range or plants includ­ ship will be formed by future generations due to an ing lycopod gametophytes (Winther & Friedman 2007), accompanying loss of heterozygosity and fixation of an epiparasitic liverwort (Bidartondo et al. 2003), alleles (Hamrick & Godt 1989), which results in an nearly all species of the ericaceous inherited predisposition for successful mycorrhizal asso­ CBidartondo & Bruns 2002), Gentianaceae (Bidartondo ciations within a species. Evidence that targeting of par­ et al. 2002), Burmaniaceae (Merckx & Bidartondo 2008), ticular fungal clades by MHPs may be a heritable and the many orchids discussed hereL.,. It is therefore characteristic has been demonstrated by several studies not surprising that high levels of mycorrhizal specific­ (Taylor & Bruns 1999; Taylor et al. 2004). For example, ity were identified in Hexalectris species. Nevertheless, some monotropoid species (Ericaceae) were shown to the levels of mycorrhizal specificity detected in Hexalec­ be more likely to live to reproductive age when they tyis are striking considering that it is common for a were mycorrhizal with the same Russula species as their typical autotrophic ectomycorrhizal plant to associate maternal parent (Bidartondo & Bruns 2005). In the pres-

Fig. 2 A 50% majority rule Bayesian Inference internal transcribed spacer phylogeny reveaiing that the russuiaceaous fungi associ ­ ated with H. grandiflora and H. brevicaulis are widely distributed throughout this family . Values on branches represent posterior probabilities . Accessions in bold represent vouchered herbarium specimens . Taxon iabels of Hexalectris-associated fungi each include a US or Mexican (M X) state 3.b breviation indicating coilection location . All taxon labels include GenBank accession numbers .

© 2011 Blackwell Publishing Lt d 1312 A. H. KENNEDY, D. LEE TAYLOR and L. E. WATSON

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- H. arizonica

- H. warnockii

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© 2011 Blackwell Publishi ng Lt d MYCORRHIZA L SPECIFICITY IN HEXALECT RIS 1313 ent study, intermixed individuals of H. warnockii, reveals a specific pattern of phylogenetically large host r1. H. spicata, H. nitida, and H. arizonica shifts that have occurred in the evolutionary history of were sampled from a single site in Dallas County, TX, this genus. For instance, the four major lineages of Hexa­ and in each case their fungal affinities were retained. lectris (H. warnockii, H. brevicaulis, H. and the It may be hypothesized that a species with a rela­ H. spicata species complex) associated primarily with tively large geographic distribution has a commensurate members of different ectomycorrhizal fungal families. breadth or associations because of its access to a pre­ Lastly, patterns of associations among these lineages help sumably greater number of fungal taxa throughout its provide insight into a potential mechanism for the evolu­ range. However, this is not supported by our data and tion of specificity. For example, the shift from mixed has been rejected in (Shefferson et al. 2007). associations with Russulaceae and Sebacinaceae sub­ For example, although H. associates with each group A in H. to fixation of associations with HSF subclade, has the broadest host sebacinaceous Sebacinaceae subgroup A in the H. spicata species com­ specificity, and the largest geographic distribution in plex suggests that host shifts may be facilitated through ,he H. spicata complex, its North Carolina fungal associ­ an intermediate taxon having mixed associations. ates alone span nearly the entire breadth of associations Finally, an understanding of phylogenetic species identified from tt-uoughout its entire distribution. Also, delimitations in Hexalectris enabled a leap in our under­ in H. colemani;, two populations growing in similar standing of mycorrhizal specificity in Hexalectris, partic­ habitats only a few dozen kilometres apart associated ularly within the H. spicata species complex. For with members of the widely distant subclades HSF-a, example, Kennedy & Watson (2010) revealed two addi­ -c, and -g, members of wltich were identified from other tional species within this complex, H. arizonica and Hexalectris species from western Mexico to the eastern H. colemanii, which were previously grouped with . It is therefore reasonable to infer wide H. spicata and H. revoluta, respectively. Taylor et al. distributions for many of the sebacinaceous fungi that (2003) reported divergence in mycorrhizal associations host Hexalectris species, and geographic distributions for between H. spicata var. and var. arizonica. How­ Hexalectris species that are not solely restricted by those ever, phylogenic studies revealed two distinct lineages of ectomycorrhizal fungi. each of which was given species sta­ Hexalectris and H. bre-uicaulis displayed tus (H. and H. arizonica) with circumscrip­ similar levels of fidelity to HSF clades as did several tions that only roughly correspond to those of spec:es of the H. complex. However, these spe- H. vaT. and var. arizonica. Knowledge of cies' associations with Russulaceae were comparatively these discrete lineages enabled our finding that H. spi­ broad (Fig. 2). The identifica:ion of fungal mycorrhizae cata 5.S, and H. arizonica have very different breadths of from two distantly related families co-occurring within mycorrhizal associations and that although each targets a single individual or species was also reported by Su­ a different set of HSF dades, some are targeted by both arez et al. (2008) who identified co-occurring Sebacina­ species. Similarly, differences in the level of specit"iciry ceae and in Stelis and Pleurothallis. The and targeted clades were identified between the phylo­ pattern of specificity identified within H. warnockii was genetic species H. revoluta and H. colemanii. These pat­ unique among Hexalectris species in that its members terns of mycorrhizal associations support the conclusion associated strictly with the Thelephoraceae and with a that H. revoluta and H. arizonica be recognized at spe­ broad range of fungi within this family. cies rank and demonstrate the importance of working with well-delimited phylogenetic units when studying mycorrhizal specificity. Conclusion

Our results in context with the phylogeny of Hexalectris Acknowledgements (Kennedy & Watson 2010) suggest that associations in this genus are rapidly evolving heritable characteristics. We thank the American Orchid Society , Miami Unive rs ity Fm: example, the H. species complex appears to Department of Botany , Willard Sherman Turrell Herba rium (MU ), and the Ohio Garden Club for financial support . We also be recent and rapidly diverging yet each of its species thank the following for collection permission and assistance : Big associates with a unique group of closely related Bend and Guadalupe MOlL"1tains National Parks , Briar- Sebacinaceae subgroup A clades. Also, this context

Fig. 3 A 50% majority ruie Ba yesian Inference internal transcribed spacer phylogeny revealing that all fungal associates of H. warn­ ock!i are members of Thelephoraceae and widely distributed throughout much of its diversity. Values on branches represent posterior probabilities. Accessions in bold represen t vouchered herbarium specimens . Taxon labels of Hexalectris-associated fungi each include a US or Mexican (M X)state abbreviation indicating collection location . All taxon labelS include GenBank accession numbers .

© 2011 Blackweil Pubiishing Lt d 1314 A. H. KENNEDY, D. LEE TA YLOR and L. E. WATSON

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orchids and c.mertensiana. Molecular Zimmer K, Meyer C, Gebauer G (2008 ) The ectomycorrhizal Ecology, 8, 1719-1732. specialist orchid Corallorhizatrifida is a partial Taylor DL, McCormick MK (2008) Internal transcribed spacer mycoheterotroph. New Phytologist, 178, 395-400. primers and sequences for improved characterization of baSidiomycetous orchid mycorrhizas. New Phytologist, 177, 1020-1033. A.H.K. is a USDA/APHIS Science Fellow interested in plant Taylor DL, Bruns TO, Leake JR, Read OJ (2002) Mycorrhizal and fungal systematics, the evolution of specialization in plant­ specificity and function in mycoheterotrophic plants. In: The fungal symbioses, and phylogenetic methodology. D.L.T. is an Ecology of Mycorrhizas (eds van der Heijden MGA, Sanders assistant professor at the Institute of Arctic Biology and Wild­ RD, pp. 375-414. Springer-Verlag, Berlin. life, University of Alaska Fairbanks. His research interests Taylor DL, Bruns TO, Szaro TM, Hodges SA (2003) Divergence include the evolutionary ecology of fungal symbioses, particu­ in mycorrhizal specialization within larly the dynamics of specialization, as well as the biodiversity (Orchidaceae), a nonphotosynthetic desert orchid. American and assembly of fungal communities. L.E.W. is professor and Journal of Botany, 90, 1168-1 179. head of the Department of Botany at Oklahoma State Univer­ Taylor DL, Bruns TO, Hodges SA (2004 ) Evidence for sity. Her research interests include plant molecular systema­ mycorrhizal races in a cheating orchid. Proceedings of the Royal tics, particularly within the Asteraceae. Society of London Series B-Biological Sciences, 271,35-43. Thompson IN (1994) The Coevolutionary Process. The University of Chicago Press, Chicago. Trudell SA, Rygiewicz PT, Edmonds RL (2003) Nitrogen and Supporting information carbon stable isotope abundances support the myco­ Additional supporting information may be found in the online heterotrophic nature and host-specificity of certain version of this article. achlorophyllous plants. New Phytologist, 160,391-401.

Weiss M, Selosse MA, Rexer KH et al. (2004) Sebacinales: a Table Sl Ascomycete fungi from roots of Hexalectris species, hitherto overlooked cosm of heterobasidiomycetes with a identified based on MegaBLAST searches of GenBank. broad mycorrhizal potential. Mycological Research, 108, 1003- 1010. Fig. 51 A 50% majority rule Bayesian Inference ITS phylogeny White D, Bruns T, Lee S, Taylor J (1990) Amplification and revealing that the positions of Hexalectris associated ceratobas­ direct sequencing of fungal ribosomal RNA genes for idaceous fungi are members of a narrow subclade (HCF-a) phylogenetics. In: PCR Protocols: A Guide to Methods and within this farriily. Applications (eds Innis MA, Gelfand DH, Sninsky JJ, White Pl�ase note: Wiley-Blackwell are not responsible for the content D), pp. 315-324. Academic Press, San Diego, CA. or functionality of any supporting information supplied by the Winther JL, Friedman WE (2007) Arbuscular mycorrhizal authors. Any queries (other than missing material) should be associations in Lycopodiaceae. New Phytologist, 177, 790- directed to the corresponding author for the article. 801 .

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