Bremer, K., Jansen, R. K., Karis, P. O., Kallersjo, M., Keeley, S. C., Kim, K.-J.,
Michaels, H. J., Palmer, J. D. & Wallace, R. S. 1992. A review of the phylogeny and
classification of the Asteraceae. - Nord. J . Bot. 12: 141-148. Copenhagen. ISSN
0107-055X.
The Asteraceae are commonly divided into two large subfamilies, the Cichorioideae
(syn. Lactucoideae; Mutisieae, Cardueae, Lactuceae, Vernonieae, Liabeae, Arctoteae) and the Asteroideae (Inuleae, Astereae, Anthemideae, Senecioneae, Calenduleae, Heliantheae, Eupatorieae). Recent phylogenetic analyses based on
morphological and chloroplast DNA data conclusively show that the MutisieaeBarnadesiinae are the sister group to the rest of the family and that the Asteroideae
tribes form a monophyletic group. The Vernonieae and Liabeae are sister tribes and
the Eupatorieae are nested within a paraphyletic Heliantheae; otherwise tribal interrelationships are still largely uncertain. The Mutisieae-Barnadesiinae are excluded
from the Mutisieae and elevated to the new subfamily Barnadesioideae. The two
subfamilies Barnadesioideae and Asteroideae are monophyletic, whereas the status
of the Cichorioideae remains uncertain. Analyses of chloroplast DNA data support
the monophyly of the Cichorioideae; however, morphological data indicate that the
subfamily is paraphyletic. Further studies are needed to test the monophyly of the
Cichorioideae, as well as to further resolve tribal interrelationships in the two larger
subfamilies.
K . Bremer, Dept of Systematic Botany, Uppsala University, Box 541, S-7.5121 Uppsala, Sweden. - R. K . Jansen, Dept of Botany, Univ. of Texas, Austin, Texas 78713,
U.S.A. - P. 0 . Karis, Dept of Phanerogamic Botany, Swedish Museum of Natural
History, S-104 05 Stockholm, Sweden. - M . Kallersjo, Lab. of Molecular Systematics,
Smithsonian Institution, Washington, DC 20560, U.S.A. - S. C. Keeley, Dept of
Botany, Univ. of Hawaii, Honolulu, Hawaii 96822, U.S.A. - K.-J. Kim, Dept of
Botany, Univ. of Texas, Austin, Texas 78713, U.S.A. - H. J . Michaels, Dept of
Biology, Bowling Green State University, Bowling Green, Ohio 43402, U.S.A. - J . D.
Palmer, Dept of Biology, Indiana University, Bloomington, Indiana 47405, U.S.A . R . S . Wallace, Dept of Botany, Iowa State University, Ames, Iowa 50011, U.S.A.
Introduction
In this review we compare the recent analyses of
Asteraceae phylogeny published by our two research
groups based on morphological (K. Bremer, P. 0. Karis, M. Kallersjo) and chloroplast DNA (R. Jansen, S.
Keeley, K.-J. Kim, H. Michaels, J. Palmer, R. Wallace)
data. We (1) recognize three subfamilies, the Asteroideae, the Cichorioideae (syn. Lactucoideae), and the
small South American Barnadesioideae, (2) acknowledge the monophyly of the large subfamily Asteroideae,
which includes the tribes Astereae, Anthemideae,
Inuleae, Senecioneae, Calenduleae, Heliantheae, and
Eupatorieae, and (3) discuss the uncertain status of the
subfamily Cichorioideae, which includes the Mutisieae,
Cardueae, Lactuceae, Vernonieae, Liabeae, and Arctoteae. For brevity and simplicity we generally use tribal
names in a broad sense, for example, Cardueae sens.
Accepted 6-12-91
141
lat., Inuleae sens. lat., and Heliantheae sens. lat., although we realize that reclassification into smaller tribes
has been proposed (e.g., Dittrich 1977; Turner & Powell 1977; Strother 1977; Anderberg 1989). The name
Mutisieae is applied sensu stricto, excluding the former
subtribe Barnadesiinae. The tribal classification is commented upon in the discussion and those tribes currently
supported by both morphological and molecular data
are listed under classification.
Until the 1970s the tribe Lactuceae was considered to
be distinct from all other Asteraceae and was classified
in its own subfamily, the Liguliflorae. The other tribes
were placed together in the Tubuliflorae (e.g., Hoffmann 1890). This classification still persists in some
floras and handbooks. During the 1970s there was a
growing recognition that all the tribes, including the
Lactuceae, could be arranged in two large groups
(Robinson & Brettell 1973; Carlquist 1976), foreshadowed by diagrams in Carlquist (1961) and Poljakov
(1967). Carlquist (1976) formally treated these two
groups as the subfamilies Cichorioideae and Asteroideae. Their precise circumscription was modified by
later authors (Robinson 1977, 1981, 1983; Thorne
1983). Recent subfamilial and tribal classifications of
the Asteraceae are summarized in Tab. 1.
ily were partly unresolved. Within the subfamily Asteroideae alternative arrangements were restricted to the
subtribal level, leaving a single pattern of tribal interrelationships (Fig. 1B).
Bremer (1987) demonstrated that the subfamily Asteroideae is a well-supported monophyletic group. The
basal sister group relationship between the MutisieaeBarnadesiinae and the rest of the family (Fig. lA,C),
revealed by the cpDNA inversion, was also supported
by several morphological characters, such as presence
of the typical Asteraceae twin hairs on the fruits and
spiny pollen.
Although other results were less certain, the analysis
suggested that (1) the tribe Mutisieae and the subfamily
Cichorioideae are paraphyletic even if the Barnadesiinae are excluded, (2) the Arctoteae and the Cardueae
are related, (3) the Vernonieae and Liabeae are sister
groups, (4) the Inuleae sens. lat. are paraphyletic and a
basal grade within the Asteroideae, and ( 5 ) the Astereae and Eupatorieae are sister groups. Later molecular
and morphological studies have weakened the sister
group relationship between the Vernonieae and Liabeae and have refuted a close relationship between the
Arctoteae and Cardueae, and between the Astereae
and Eupatorieae (Jansen et al. 1990, 1991a; Karis 1992,
Karis et al. 1992).
Following their Mutisieae investigations, Jansen and
collaborators performed a large study of cpDNA restriction site variation in the entire family (Jansen et al.
1990.1991a. b). Thev samded 57 genera from all maior
tribes and identified 328 'phylog&etically informative
restriction site mutations. The data matrix was analyzed
using both Wagner and Dollo parsimony, as well as the
bootstrap method (Felsenstein 1985). The Wagner
analysis resulted in 20 equally parsimonious trees with a
consistency index of 0.46, and Dollo parsimony generated 16 trees with a consistency index of 0.44. Jansen et
al. (1990) preferred the Dollo tree topology (Fig.
lC, D) as the best estimate of phylogenetic relationships
in the Asteraceae arguing that (1) the Dollo algorithm is
more appropriate for restriction site mutations because
convergent gains occur at least an order of magnitude
less than convergent losses (Templeton 1983; DeBry &
Slade 1985), (2) eight of the 20 equally parsimonious
Wagner trees have the Dollo tree topology, and (3) a
posteriori character analysis, including successive approximation (Farris 1969), followed by Wagner analysis
always gave trees with the Dollo topology. Furthermore, phylogenetic analyses of the restriction site data
employing character state weighting of sensu Holsinger
& Jansen (1992) also produced the Dollo topology (Jansen et al. 1990). We mention the differences between
Wagner and Dollo analyses because they are critical in
comparing the results with those from morphological
data; the Dollo topologies are largely incongruent with
the morphological trees whereas some of the Wagner
topologies are similar to the morphological trees.
Jansen et al.3 analyses indicated that (1) the subfamI
----
5
5
Anthemideae
Astereae
Senecioneae
Inuleae
Heliantheae
Filagineae
Arctotideae
Mutisieae
Cynareae
Vernonieae
Cichorieae
Fi tchineae
Poljakov
(1967)
Eupatorieae
Vernonieae
Astereae
Inuleae
Heliantheae
Tageteae
Senecioneae
Liabeae
Anthemideae
Arctoteae
Calenduleae
Cynareae
Mutisieae
Lactuceae
Heywood
et al. (1977)
Eupatorieae
Heliantheae
Helenieae
Senecioneae
Calenduleae
Astereae
Inuleae
Anthemideae
Group 2
Vernonieae
Liabeae
Mutisieae
Cardueae
Echinopeae
Arctotideae
Group I
Asteroideae
Cichorioideae
Wagenitz
(1976)
Senecioneae
Tageteae
Heliantheae
Inuleae
Anthemideae
Ursinieae
Calenduleae
Cotuleae
Astereae
Asreroideae
Helian theae
Astereae
Inuleae
Anthemideae
Senecioneae
Calenduleae
Asteroideae
Lactuceae
Mutisieae
Eremothamneae
Arctotideae
Cardueae
Vernonieae
Liabeae
Eupatorieae
Eupatorieae
Heliantheae
Calenduleae
Inuleae
Senecioneae
Astereae
Anthemideae
Asteroideae
Heliantheae
Tageteae
Eupatorieae
Astereae
Inuleae
Anthemideae
Senecioneae
Calenduleae
Asteroideae
Mutisieae
Vernonieae
Liabeae
Cichorieae
Cardueae
Arctoteae
Cichorioideae
Thorne
(1983)
Inuleae
Gnaphalieae
Astereae
Eupatorieae
Calenduleae
Senecioneae
Anthemideae
Helenieae
Madieae
Heliantheae
Tageteae
Coreopsideae
Asteroideae
Mutisieae
Arctoteae
Carlineae
Echinopsideae
Cardueae
Lactuceae
Eremothamneae
Vernonieae
Liabeae
Cichorioideae
Heliantheae
Astereae
Cichorioideae Anthemideae
Arctotideae
Mutisieae
Inuleae
Cardueae
Senecioneae
Lactuceae
Calenduleae
Vernonieae
Eupatorieae
Liabeae
Vernonieae
Arctoteae
Liabeae
Cardueae
Asreroideae
Mutisieae
Cichorieae
Inuleae
Astereae
Anthemideae
Senecioneae
Calenduleae
Helenieae
Coreopsideae
Tageteae
Heliantheae
Eupatorieae
Barnadesieae
Cronquist
(1955, 1977)
Cardueae).
Barnadesioideae
This paper
(1992)
Arctoteae, Cynareae
Bremer
(1987)
Lactuceae, Arctotideae
Lactuceae
Vernonieae
Liabeae
Mutisieae
Cardueae
Echinopsideae
Gundelieae
Eremothamneae
Arctoteae
Cichorioideae
Robinson
(1981,1983)
Cichorioideae, Cichorieae
Lactucoideae
Jeffrey
(1978)
Mutisieae
Vernonieae
Cardueae
Arctoteae
Cichorieae
Eupatorieae
Cichorioideae
Carlquist
(1976)
144
Discussion
Although the morphological and the cpDNA trees are
largely incongruent, all data sets strongly support the
sister group relationship between the Mutisieae-Barnadesiinae and the rest of the family. The subtribe Barnadesiinae has now received formal subfarnilial status, as
Barnadesioideae (Bremer & Jansen 1992). It is a small
subfamily with nine genera and nearly 90 species, occurring in South America mainly along the Andes. The
Barnadesioideae genera share a number of synapomorphies, both morphological and molecular. The subfamily is thus a strongly supported monophyletic group. Its
members are characterized primarily by unique axillary
spines and by a unique indumentum of long, unicellular,
barnadesioid hairs on the corollas, cypselas, and pappus
(Cabrera 1959, 1961, 1977; Bremer 1987).
The large subfamily Asteroideae is also monophyletic, with synapomorphies both in morphology and
cpDNA. Members of the subfamily are characterized by
shallowly lobed corollas, style branches with stigmatic
areas separated in two parallel lines, and caveate pollen
(Bremer 1987). Among the molecular synapomorphies
there is a length mutation at the 3 end of the rbcL gene
involving a six bp repeat (which is repeated four times)
in all examined Asteroideae taxa (Kim et al. 1992).
Nord. J . Bot. I2 ( 2 ) (1992)
Inuleae
Astereae
Eupatorieae
Calenduleae
Senecioneae
Anthemideae
Helenieae
Heliantheae s. str.
Tageteae
Coreopsideae
BARNADESIOIDEAE
Mutisieae
Cardueae
Lactuceae
Vemonieae
Liabeae
Arctoteae
ASTEROIDEAE
Astereae
Anthemideae
Inuleae
Senecioneae
Calenduleae
Eupatorieae
Heliantheae s. str.
Tageteae.
Coreopsideae
Helenieae
BARNADESIOIDEAE
Mutisieae
Cardueae
Vemonieae
Liabeae
1-Lactuceae
Lactuceae
Arctoteae
ASTEROIDEAE
_
I
IJ
c
r
BARNADESIOIDEAE
Cardueae
Lactuceae
Liabeae
7
Arctoteae
Mutisieae
Vemonieae
+
ASTEROIDEAE
Bremer 1987
morphology
I
Senecioneae
Calenduleae
Anthemideae
Astereae
Coreopsideae
Tageteae
Heliantheae s. str.
LEuDatorieae
Fig. 1. Phylogenetic hypotheses in the Asteraceae derived from morphology, cpDNA restriction sites, and rbcL sequences. - A.
Single Wagner tree combined from Karis et al. (1992) and Karis (1992). - B. Single Wagner tree from Bremer (1987). - C. Strict
consensus Dollo tree from Jansen et al. (1990,1991a). - D. Strict consensus Dollo tree combined from Jansen et al. (1990, 1991a)
and Kim et al. (1990). - E. Strict consensus Wagner tree from Kim et al. (1992). - F. Strict consensus Wagner tree from Kim et al.
(1992); sequence data for Inuleae and Helenieae are not available.
145
al. 1990, 1991a), but they consistently formed a monophyletic group. Since the sample of Inuleae genera was
rather small, the cpDNA analysis may not be very reliable regarding the Inuleae problem, and Anderbergs
proposed reclassification should be seriously considered. However, pending results from Kariss current
morphological analysis of a large set of Asteroideae
genera and from Jansens extended restriction site
analysis of the family, we retain Inuleae sens. lat. in the
list of Asteroideae tribes.
The Cardueae were split into three tribes by Dittrich
(1977). Dittrichs three tribes were all included in both
the morphological (Bremer 1987; Karis et al. 1992) and
molecular (Jansen et a]. 1990, 1991a) studies, and since
they form a monophyletic group we see no reason to
split the Cardueae sens. lat. and we retain it as a single
tribe.
A large part of the Mutisieae still forms a monophyletic group in the most recent morphological study
(Karis et al. 1992), and all genera sampled in the
cpDNA analyses (Jansen & Palmer 1988; Jansen et al.
1990, 1991a) consistently group together. Hence the
Mutisieae may be retained after exclusion of the Barnadesiinae. Yet morphological data as well as an extended
cpDNA restriction site data set (Keeley & Jansen 1991)
suggest that several other genera could be excluded
from the Mutisieae and classified in new tribes of the
Cichorioideae. Examples include the Stenopadus group
from the Guyana Highlands (Karis et al. 1992) or Brachylaena and Tarchonanthus (Keeley & Jansen 1991).
Thus Keeley & Jansen (1991) proposed a new tribe,
Tarchonantheae, for the latter two genera. However we
have provisionally retained these genera within the Mutisieae in our joint classification (Tab. l ) , pending a
more detailed resolution of the basal phylogeny of the
Cichorioideae.
Conclusions
Cladistic analysis of morphological and cpDNA data
has in a few years substantially improved our understanding of Asteraceae phylogeny. We are reasonably
confident that (1) the Barnadesioideae and the rest of
the family are monophyletic sister groups, (2) the Asteroideae are monophyletic, (3) the Vernonieae and Liabeae are sister groups, and (4) the Eupatorieae are
nested within the Heliantheae. With increased efforts
we may succeed in resolving the phylogeny in considerable detail and provide a basis for a more accurate and
phylogenetically informative classification. Further
studies are needed to evaluate the status of the subfamily Cichorioideae and to resolve tribal interrelationships
within the two subfamilies Cichorioideae and Asteroideae .
Nard. 1. Bat. 12 (2) (1992)
Classification
References
Cichorioideae Kitamura
Mem. Coll. Sci. Kyoto Imp. Univ. Ser. B, Biol. 13: 4,
1937.
Type: Cichorium L.
Syn.: Lactucoideae Solbrig, Taxon 12: 230, 1963.
Axillary spines and barnadesioid hairs absent. Corolla
actinomorphic and usually deeply lobed, bilabiate (2
adaxial and 3 abaxial lobes), ligulate (Lactuceae), or
sometimes radiate (Arctoteae, Liabeae). Anthers
mostly calcarate and caudate. Styles often pilose on the
shaft and along the branches, with continuous stigmatic
areas. Pollen mostly spiny, sometimes honey-combed,
usually ecaveate.
Asteroideae
Type: Aster L.
Axillary spines and barnadesioid hairs absent. Corolla
actinomorphic and usually shallowly lobed, o r radiate.
Anthers mostly ecalcarate and often ecaudate. Styles
generally pilose mainly at the tips of the branches,
mostly with stigmatic areas in two separate lines. Pollen
mostly spiny and caveate, never honey-combed.
147
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148