14 The Prairie Naturalist 29(1): March 1997 Sexual Allocation in Carex stricta, a Monoecious, Tussock-Forming Sedge DENISE M. ESTRELLA and CHARLES E. UMBANHOWAR, Jr. Department of Biology, St. Olaf College, Northfield, MN 55057 , ABSTRACT -- Sexual allocation in plants is a topic of much study. We examined patterns of sex allocation in Carex stricta Lam., a perennial, monoecious, anemophilous, tussock-forming sedge. Allocation to male and female function was measured based on numbers of male, female, and androgynous inflorescence units (spikes) and estimates of numbers of male and female flowers. Total number of spikes was not correlated with plant (tussock) size, and relative number of male, female, or androgynous spikes increased proportionally in relation to total number of spikes. For individual inflorescences, mean percent female flowers was 49.7 (:t2.2, SEM), and 77.4 (:t.3.4, SEM) of female flowers contained "mature" seeds. Neither percent female flowers or seed set were significantly correlated with number of flowers or height of inflorescence. Key words: sex allocation, tussock sedge, Carex stricta, sexual reproduction, sedge. Sexual reproduction in plants involves dividing limited resources between rnale and female function (Charnov 1982). And a range of observational and experimental studies have attempted to elucidate the correlates of plant sex ratios (Lloyd and Bawa 1984). Resource allocation theory predicts that an increase in resources will result in increased allocation to female function (Freeman et al. 1981, Goldman 1991, Herrera 1991, Delesalle 1992, Bickel and Freeman 1993, Ashman 1994). In contrast, plant height may be a better predictor of floral sex allocation in cases where pollen and seed dispersal distances are limited, taller plants being increasingly biased toward male lunction (Surd and Allen 1988). Changes in floral sex ratios may be most Jlrectly linked to constraints of plant architecture. adaptive , or otherwise 16 The Prairie Naturalist 29(1): March 1997 (Ganeshaiah and Shaanker 1991, Bickel and Freeman 1993). While simple counts of male and female flowers may underestimate energy and nutrient investment in female function (Goldman and Willson 1986), they do provide a good relative measure .by which to compare different individuals within the same species (Surd and Allen 1988). Carex stricta Lam. is a perennial, monoecious, anemophilous tussock­ forming sedge common to shallow-water wetlands; it ranges throughout northeastern North America and extends well into the northern Great Plains (Curtis 1959, Great Plains Flora Association 1986, Standley 1989). Plants commonly grow to a height of 1.25 m and tussocks are composed of living and dead tillers, roots, rhizomes, and trapped particulates: Tussocks range in diameter from 2-6 dm, and individual tussocks may live to 40-60 years or more (Costello 1936). Inflorescences are initiated in the fall and begin to elongate in March to equal or barely exceed leaf height. Flowering occurs in late May to early June (Standley 1989). Inflorescences consist of three to seven spikes (or what Reznicek (1990) terms inflorescence units). The terminal spike typically bears only male flowers, while the lowest lateral spike is commonly female; intervening spikes display an androgynous combination of male and female flowers. In our study, we examined male:female floral ratios in Carex stricta. We posed three main questions: First, does reproductive effort' change with plant size? Second, do male:female floral ratios change as a function of plant size or height? And third, how do male:female floral ratios change within inflorescences? STUDY SITE AND METHODS Our study site was an approximately 2 ha fen located in the Cannon River Wilderness Area in Rice County, Minnesota (44°23', 93°12'). Carex stricta was the dominant species and formed large well-developed tussocks throughout the site. Each tussock most likely represents an individual genet composed of many ramets, but it is possible that tussocks contain more than one genet (Costello 1936). To investigate the relationship between tussock size and sexual allocation, two 20 m transects were surveyed in the second and third weeks of June of 1994. Transects were sampled at 1 m intervals and a total of 22 tussocks with inflorescences sampled. Tussock circumference, measured at the base of living tillers, number of inflorescences, number of spikes per tussock, and gender of spike, male, female, or androgynous were recorded in the field. Thirty-five reproductive stalks were collected from 20 tussocks in the last week of June, 1995. Inflorescence height, culm length , and tussock 17 Estrella & Umbanhowar : Sex Allocation in Carex stricta circumfer~nce were measured in the field. Inflorescences were returned to the lab and oven dried at 75°C for 24 hours. For each inflorescence, spike position, relative to top of inflorescence, length, and gender were recorded. Percent seed set was estimated for all spikes with female flowers, based on a subsampling of 20 female flowers per spike. Mature achenes filled the perigynia, while immature fruits were small and the style was much longer than the ovary. We estimated floral density for each inflorescence by counting number of female flowers per cm on the lowest spike and number male flower per cm on the top spike. Statistical analyses were performed with SYSTAT 5.2 for the Macintosh (SYSTAT, Inc., 1992). Data were evaluated for assumptions of normality and homogeneity of variance prior to analysis and transformed where necessary. RESULTS Tussock size, number of inflorescences and number of spikes varied markedly (Table 1). Number of male spikes (12.1) did not differ significantly 1.53, df 21, P 0.13) but from the number of female spikes (9.3) (t exceeded the number of androgynous spikes (7.9) (t 3.87, df 21, P < 0.001). Numbers of female and androgynous spikes were statistically the same (t 1.10, df 21, P 0.28). Number of spikes (total) was not strongly 0.35, n 22, P correlated with tussock size (data log transformed, rp 0.11), but numbers of female and male spikes (rp 0.82, n 22, P <0.001), female and androgynous (rp = 0.86, n =22, P <0.001), and androgynous and male (rp = 0.97, n = 22, P <0.001) spikes were significantly positively correlated with each other (Fig. 1). For individual inflorescences, total length of spikes bearing female flowers did not significantly exceed the length of those bearing male flowers (Table 2, t = 1.80, df 34, P 0.08), while density of female flowers was slightly, but not Significantly, below that for male flowers (Table 2, t =-1.74, df = 34, P = 0.09). Similarly, there was no significant difference between the llIumber of male and female flowers within an inflorescence (Table 2, t = 0.18, tlf =34, P = 0.86), and percent female flowers was not significantly correlated with flower number (Table 2, rp 0.16, n 35, P 0.36). Flowering culms were pendant so that inflorescence height was always less than culm length (Table 2), and neither inflorescence height (rp 0.02, n 35, P 0.90) nor culm length (rp = -0.14, n 35, P 0.42) were significantly correlated with tussock circumference. Inflorescence height (and also culm length) was not ~ Ignificantly correlated with flower number (rp = 0.12, n 35, P 0.49), percent female flowers (rp 0.26, P 0.14), nor seed set (rp = 0.17, n 35, P 032) . = = = = = = = = = = = = = = = = = = = = = = = = = = = = Table 1. Tussock size and number of inflorescences and spikes (inflorescence c:.~mnlp.c1 in units) for 22 Carex stricta tll~~n('lcc:: ----- ...... ,,- -_w·-c----­1994. Mean (+ SEM) .Mi!1. MM:. Basal Circumference (m) 0.82(0.08) 0.32 1.70 Number of Inflorescences 7.1 (1.4) 1 32 Number of Male spikes 12.1(3.2) 2 71 Number of Female spikes 9.3(2.4) 1 41 Number of Androgynous spikes 7.9(2.4) 0 50 100 ~ "0 c (I) Male Spikes 0 Female Spikes 100 6. 0 0 90 0 6. Androgynous Spikes Q) ~ m (!) .c (J cd lJ.J 5 0 !:S 10 (/) (I) 0 "''5." (f) 0 ill '0 Q; .0 0 ffi a. 0 80 (f) o~ ~ 70 (f) ~o (rj 0 (j/S) 6. ::: g 60 LL 50 Q) ro {j E 000 rl. E :> z Table 2. Summary of reproductive characteristics for 35 Carex stricta inflorescences sampled in 1995. Mean (+ SEM) Min. ~ Inflorescence Height (cm) 62.2 (2 .2) 33 89 67.8 (2.4) Culm Length (cm) 35 103 4.6(0.1) 3 7 Number of Spikes 2.9 Length of Male 7.9 (0.4) 12.5 Length of Female 2.5 9.0 (0 .6) 18.7 140 61.2 (3 .8) Density of Male Flowers (fcm) 32 30 146 Density of Female Flowers (fcm) 55.0 (3.7) Flower Number 9538.2 (577.7) 4116 19716 49.7 (2.2) 71 .5 Percent Female Flowers 23 .5 100 77.4 (3.4) Percent Seed Set 22.5 .0 ~ 0 19 Estrella & Umbanhowar: Sex Allocation In Carex stricta The Prairie Naturalist 29(1): Mar~h 1997 18 Q) 40 LL ~ DO{j M 30 .... Q) 20 (,) ~ l...> l...>' ..or----£r 10 ~l . 100 1000 10 Total Number of Spikes 0 0-20 21-40 41-60 61-80 81-100 Relative Position within Inflorescence (distal to proximal) Figure 1. Relationship (log-log sca le) between reproductive output (number of spikes) and numbers of male, female, and androgynous spikes for 22 tussocks of Carex stricta. Figure 2. Percent female flowers (mean ± 1 SEM) in spike relative to position (eflstal to proximal quintiles) within Carex stricta inflorescence. n total number of spIkes Within uch aUlnll1 = 20 The Prairie Naturalist 29(1): March 1997 Terminal spikes contained mostly male flowers (Fig. 2) while the lowest lateral spike was almost exclusively female . Percent femaleness did not increase linearly with distanCe from the top spike (Fig. 2), and there was often a large physical gap (as reflected by dearth of samples in 21-40 quintile of Fig. 2) between the lowest and penultimate spike within inflorescences. Percent seed set was significantly correlated with spike position (rp 0.23, n 99, P 0.02) and declined from lower to higher spikes. = = = DISCUSSION We found that sexual reproductive output in Carex stricta, as measured by number of spikes, was not related to tussock size . Numbers of male and female spikes, including androgynous, within tussocks, and numbers of male and female flowers within inflorescences were positively correlated. Relative allocation to male and female flowers was not correlated with number of flowers or inflorescence height. Our results contrast with a variety of studies that have documented a positive correlation between plant size and reproductive output. Larger plants are believed to have greater access to energy and nutrients needed to produce flowers and fruits (Charnov 1982, Goldman and Willson 1986, Devlin 1988, Oelesalle 1992, Clay 1993). In our study, tussock size may be a good indicator of age, but not of energy or nutrient status, especially if physiological integration among tillers is limited or absent (Delph et al. 1993). Studies of other species of Carex indicate that tillers live for only one or two years (Bernard 1990), also limiting the total amount of nutrients or energy an individual tiller could accumulate. In this species, the absence of specialized mechanisms for seed dispersal could mean that more female flowers will result in increased competition among seedlings, while ,efficient wind dispersal of pollen , combined with close proximity of neighboring plants, may limit the benefrt of additional male flowers (deJong and Klinkhamer 1994), even though male flowers were more common on the more distal spikes (Fig. 2) . The absence of any height relationship could also reflect the fact that, as with many Carex, flowers are initiated the previous fall (Soukupova 1988, Bernard 1990, Standley pers. comm.) limiting the ability of individual plants to predict or respond to current growing conditions (Lloyd and Bawa 1984), or architectural and genetical constraints or correlations involving floral initiation (McKone and Tonkyn 1986, Solomon 1989, Oiggle 1994, Agren and Schemske 1995). Numbers of spikes per inflorescence showed little variation , but spike length and flower number did (Table 2). Estrella & Umbanhowar: Sex Allocation in Carex str/cta 21 Goldman (1991) suggested that trade-offs between numbers of male and female flowers need not exist if, as is the case for C. stricta, flowers and fruits are small relative to the overall size of the plant, or green and so able to produce some of their own photosynthates. The high percentage of female flowers containing "mature" achenes suggests that energy and nutrients were not limiting. The high percentage of flowers containing fruits also suggests that pollen was not a limiting factor (but see Handel 1976). We do not know if C. stricta is self-pollinating , or if it is apomictic, both possible alternative explanations for the high degree of seed set. Floral sex allocation mayor may not be adaptive , and a wide variety of floral allocation patterns have been report~ (Lloyd and Bawa 1984, Goldman and Willson 1986). Carex stricta tussocks contained relatively few inflorescences (Table 1) and vegetative reproduction, due to spreading rhizomes. predominates with the age of some tussocks approaching 50 years or more (Costelio 1936). This may mean that sexual reproduction is of relatively less importance and hence under little selection. To the extent that floral sex allocation in Carex stricta, or other plants. is adaptive, it seems likely that it may be a product of different and possibly conflicting selective factors or constraints. ACKNOWLEDGMENTS Our work was supported in part by a grant to st. Olaf College by the Howard Hughes Medical Institution. Thanks to M. McKone for many helpful comments on an earlier draft of our paper. LITERATURE CITED Agren, J., and D. W . Schemske. 1995. Sex allocation in the monoecious herb Begonia semiovata . Evolution 49: 121-130. Ashman, T. L. 1994. Reproductive allocation in hermaphrodite and femaleplants of Sidalcea oregana ssp. spicata (Malvaceae) USing four currencies. Am . J. Bot. 81 :433-438. Bernard. J. M. 1990. Life history and vegetative reproduction in Carex. Can. J. Bot. 68: 1441-1448. Bickel , A. M., and O. C. Freeman. 1993. Effects of pollen vector and plant geometry on floral sex ratio in monoecious plants. Am . MidI. Nat. 130:239-247 . urn, M., and T. F. H. Allen. 1988 Sexual allocation strategy in wind­ pollinated plants Evolullon 42 403-407 22 The Prairie Naturalist 29(1): March 1997 Chamov, E. L. 1982. The theory of sex allocation. Princeton Univ. Press, NJ. Clay, K. 1993. Size-dependent gender change in green dragon (Arisaema dracontium: Araceae). Am. J. Bot. 80:769-777. Costello, D. F. 1936. Tussock meadows in southeastern Wisconsin. Bot. Gaz. 97:610-647. Curtis, J. T. 1959. The vegetation of Wisconsin. Univ. of Wisconsin Press, Madison. deJong, T. J., and P. G. L. Klinkhamer. 1994. Plant size and reproductive success through female and male function. J . Ecol. 84:399-402. Delesalle, V. A. 1992. Architecture and gender allocation: floral sex expression along branches of the monoecious cucurbit, Apodanthera undulata. Int. J. Plant Sci. 153:108-116. Delph, L. F., Y. Lu, and L. D. Jayne. 1993. Patterns of resource allocation in a diooecious Carex (Cyperaceae) . Am . J. Bot. 80: 607-615. Devlin, B. 1988. The effects of stress on reproductive characters of Lobelia cardinalis. Ecology 69:1716-1720. Diggle, P. K. 1994. The expression of andromonoecy in Solanum hirtum (Solanaceae): phenotypic plasticity and ontogenetic contigency. Am. J. Bot. 81:1354-1365. Freeman, D. C., E. D. McArthur, K. T . Harper, and A. C. Blauer. 1981. Influence of environment on the floral sex ratio of monoecious plants. Evolution 35:194-197. Ganeshaiah, K. N., and R. U. Shaanker. 1991. Floral sex ratios in monoecious species - why are trees more male based than herbs? Current Science 60: 319-321. Goldman, D. A. 1991. Minimal male/female tradeoffs in Zizania palustris, a monoecious annual grass. Am. J. Bot. 78:189-197. Goldman, D. A., and M. F. Willson. 1986. Sex allocation in functionally hermaphroditic plants: a review and critique. Bot. Rev. 52: 157-194. Great Plains Flora Association. 1986. Atlas of the Flora of the Great Plains. University Press of Kansas, Lawrence. Handel, S. N. 1976. Restricted pollen flow of two woodland herbs determined by neutron-activation analysis. Nature 260: 422-423. Herrera, J. 1991. Allocation of reproductive resources within and among inflorescences of Lavandula stoechas (Lamiaceae). Am J. Bot. 78:789­ 794. Lloyd, D. G., and K. S. Bawa. 1984. Modification of the gender of seed plants in varying conditions. Evol. BioI. 17: 255-338 . McKone, M. J., and D. W. Tonkyn. 1986. Intrapopulation gender variation in common ragweed (Asteraceae: Ambrosia artemisiifolia L.), a monoecious, annual herb. Oecologia 70:63-67. Estrella & Um banhowar : Sex Allocation in Carex stricta 23 Reznicek, A. A. 1990. Evolution in sedges (Carex, Cyperaceae). Can . J. Bot 68: 1409-1432. Solomon , B. P. 1989. Size-dependent sex ratios in the monoecious, wind pollinated annual, Xanthium strumarium. Am. MidI. Nat. 121 :209-218. Soukupova, L. 1988. Short life-cycles in two wetland sedges. Aquat. Bot. 30:49-62. Standley, L. A. 1989. Taxonomic revision of the Carex stricta (Cyperaceae) complex in eastern North America. Can. J. Bot. 67: 1-14. ~. 6'/ 17/.96' ~/O/7/.97