Professional Documents
Culture Documents
Your use of the JSTOR archive indicates your acceptance of the Terms & Conditions of Use, available at .
http://www.jstor.org/page/info/about/policies/terms.jsp
.
JSTOR is a not-for-profit service that helps scholars, researchers, and students discover, use, and build upon a wide range of
content in a trusted digital archive. We use information technology and tools to increase productivity and facilitate new forms
of scholarship. For more information about JSTOR, please contact support@jstor.org.
The University of Chicago Press, The American Society of Naturalists, The University of Chicago are
collaborating with JSTOR to digitize, preserve and extend access to The American Naturalist.
http://www.jstor.org
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
Vol. 139. No. 5 The AmericanNaturalist May 1992
NANCY A. MORAN
Departmentof Ecology and EvolutionaryBiology, Universityof Arizona, Tucson, Arizona 85721
Stubmitted
January25, 1991; Revised Junle17, 1991; Accepted Augtust19, 1991
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
972 THE AMERICANNATURALIST
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 973
thatof the selective environment.The lag between the action of the two factors
may be briefbut is never entirelyabsent; it exists because phenotypesare not
produced instantaneously.For example, in manymultivoltine arthropods,photo-
period determinesthe developmentalswitchbetween direct-developing and dia-
pausing individuals,whereas temperatureor wateravailabilityusually definethe
selective environment(Beck 1980; Tauber et al. 1986; Taylor 1986; Danks 1987).
The effectof the cue (i.e., photoperiod)necessarilyprecedes thatof the selective
agent (i.e., the temperaturechange or desiccationthataccompanies the onset of
a cold or dry season).
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
974 THE AMERICANNATURALIST
bythefactthattheshift
isjustified
inclusionofthesealternatives frompolyphen-
ismto monophenism, througheliminationofa appearsoftento occur
phenotype,
in theconcluding
readily,as discussedfurther section.
EnvironmentalVariationand Fitness Trade-offs
An easilyrecognizedprerequisite fortheevolutionof adaptiveplasticity is a
spatiallyor temporally variableenvironment thatresultsin thereversalof the
ofalternative
relativefitnesses phenotypes.Ifthesamephenotype has thehighest
fitnessin alternativeselectiveenvironments, then constantexpressionof that
phenotype willbe favored over polyphenism.This conditionof fitnessreversals
impliesa trade-off involvingadaptations to alternative
environments (Stearns
be
1989b)and may expressed as
f(1,1) > f(2,1) andf(2,2) > f(1,2), (1)
wheref(i,j) is thefitnessoftheithphenotype in thejth environment.
Fitnesstrade-offs are readilyapparentin someof thebetter-studied cases of
alternativephenotypes. For example,in wingdimorphic insectspecies,winged
individualshavebetterdispersalabilitiesbutlongerdevelopmental timesorlower
fecundities(Dennoetal. 1989).Consequently, whenthelocalhabitatis deteriorat-
ing,wingedindividuals are morefit,butwhenlocal conditions are favorablefor
reproduction, individuals
flightless enjoytheadvantage,presumably because of
savingsfrominvestment in wingsand wingmusculature.
If these conditionsare satisfied(i.e., the selectiveenvironment variesand
causesreversaloftheselectivedifferential betweenalternative phenotypes),what
furtherrequirements mustholdforplasticity to be favored?As willbe evidentin
the modelsdevelopedbelow, the criticalfactorsare the extentto whichthe
correlationbetween developmentalenvironment and selectiveenvironment
allowsadaptivematching ofphenotype andenvironment, theextentto whichthe
environmental variationis spatialversustemporal,the fitnessrelationsof the
alternativephenotypes underdifferent environments andtherelativefrequencies
oftheenvironments, andpossiblecostsofplasticity, suchas thosethatmayarise
fromantagonistic pleiotropy involvingalternative phenotypes.
First,I considerpurelyspatialvariationin whichthetwo selectiveenviron-
mentsoccurwithconstantfrequencies in successivegenerations. I thendevelop
a modelinwhichvariation in environment is purelytemporal inorderto contrast
theconsequencesofthetwotypesofenvironmental variation formaintenance of
polyphenism.
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVEPHENOTYPES 975
and (4)
WM2 = r >f(2,1) + (1 - r) f(2,2).
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
976 THE AMERICAN NATURALIST
P favored
OE
r(frequency 1)1
ofenvironment
FIG. 1.-Combinations of a and i*for which polyphenismis favored under a spatially
varyingenvironment,given different values ofx, wherex = f(l1,1) - f(2,1)/f(2,2)- f(l1,2),
the ratio of the fitnessadvantage of phenotype1 in environment1 to thatof phenotype2 in
2.
environment
environments are the same (i.e., f[1,1] - f[2,1] = f[2,2] - f[1,2]), thenthe
polyphenic strategy willbe favoredoverM, whenevera > r and overM2when-
evera > 1 - r (fig.1). To the extentthatx > 1 (i.e., thedifference betweenthe
fitnessesis greaterin environment 1), P willbe favoredoverMl onlywhenP's
abilitytopredictenvironmental states(a) is sufficientlygreater thanthefrequency
of environment 1 (r)- thatis, whena is sufficiently greaterthanr. If thefitness
differenceis greaterin environment2, thentherequiredaccuracyofP's predic-
tionsis decreasedrelativeto r. If environment 1 is muchmorefrequent than
environment 2, thenP willonlybe favoredifpredictions are veryaccurate(a
close to one), ifthedisadvantage to producing phenotype 2 in environment 1 is
verysmall,oriftheadvantagetoproducing phenotype 2 inenvironment 2 is very
great(x muchless thanone). For a givenvalueofa, thepolyphenic strategy is
morelikelyto be favoredwhenalternative environmental statesare ofapproxi-
matelyequal frequencies or whenthefitness advantageofthephenotype suited
to therarerenvironment is great.These conclusionsagreewithLively's(1986b)
resultsfora morenarrowly specifiedsetoffitness relations.
Manyrealinstancesofplasticity involveasymmetries inthefitness advantages
ofalternative phenotypes as wellas differences infrequencies ofalternative envi-
ronments. For example,in wingdimorphic insects,conditions ofresourcedeple-
tionor overcrowding maybe rarebutmayconfera largefitnessadvantageto
dispersivemorphsable to escape to a betterhabitat(Dennoand Roderick1990).
Undermostconditions, sedentary morphs probably showa relatively smallfitness
advantageas a resultof slightly higherfecundity and fasterdevelopment. If the
abilityto matchphenotypeto environment is imperfect, thenthemagnitude of
suchfitness differentials combinedwiththerelativefrequencies ofselectiveenvi-
ronments willplaya roleindetermining whether is favoredbyselection.
plasticity
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 977
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
978 THE AMERICANNATURALIST
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 979
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
980 THE AMERICANNATURALIST
fitness
Whatis thehighest thatcan be achievedifd is freeto vary?Differentiating
wpwith to
respect d, we have
dwpldd = r [f(l,1) - f(2,1)] - (1 - r) [f(2,2) - f(1,2)]. (16)
If r [f(1,1) - f(2,1)] > (1 - r) [f(2,2) - f(1,2)], then equation (16) is always
positive,so thatselectionwillfavorincreasing
d to one,whichresultsina mono-
phenic strategyfor producingonly phenotype1. If r [f(1, 1) - f(2, 1)] < (1 -
r) [f(2,2) - f(1,2)],thend shoulddecreaseto zero,whichresultsina monophe-
nic strategyforproducingonlyphenotype2. Thus, monophenismwill be favored
overpolyphenism inall excepttheinfinitely
unlikelycase inwhichthetwodiffer-
ences in fitnesses,weightedby the relativefrequenciesof the environmental
types,exactlybalance. In the case thattheseare equal, everyvalue of d or
combination ofthephenotypic proportionswillhaveequal fitness,
includingboth
monophenic Thus,a bet-hedging
strategies. polyphenic strategywithno ability
to matchphenotype and environment willnotevolvewhereenvironmental varia-
tionis purelyspatialand wherefurther assumptions enforcinglocal frequency
dependence(below)are notmet.This conclusionagreeswiththatof McGinley
et al. (1987)and Segerand Brockmann (1987).
Bet Hedging withSpatial Heterogeneityand Sibling Competition
These claimsconcerning the inadequacyof spatialvariationto maintainbet
hedginghave one majorexception.Spatialvariationmayfavora bet-hedging
strategyin cases of frequency dependenceactingwithingroupsof relativesor
siblingcompetition in the sense of MaynardSmith(1976, 1978).If siblingsor
otherclose relativescompete, then production ofa mixture ofphenotypes
may
be favoredevenwhenenvironmental is spatialrather
variation The
thantemporal.
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 981
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
982 THE AMERICAN NATURALIST
CD
0.oE
EMI 0 1
TOE
co -
D favoredfaoe
r (frequencyof environment1)
FIG. 2.-Combinations of a and r for which polyphenismis favored under a temporally
varyingenvironment,given different values of z, where z = f(1,1)/f(1,2), the proportional
fitnessadvantage of the "right" over the "wrong" phenotypein eitherenvironment.
maybe represented
by
wp = [a, f(1,1) + (1 - a1) *f(2,1)]r [a2 f(2,2) + (1 - a2) f(1,2)](1r),
WMI = f(1,1 )r f(1,2)(1 r), (17)
and
wM2 = f(2,1)r f(2,2)(1r).
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 983
DISCUSSION
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
984 THE AMERICAN NATURALIST
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 985
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
986 THE AMERICAN NATURALIST
ACKNOWLEDGMENTS
LITERATURE CITED
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 987
Bell, G. 1982. The masterpiece of nature: the evolution and genetics of sexuality. Universityof
CaliforniaPress, Berkeleyand Los Angeles.
1985. Two theoriesof sex and variation.Experientia41:1235-1245.
Bernays, E. A. 1986. Diet-inducedhead allometryamongfoliage-chewing insects and its importance
forgraminivores.Science (Washington,D.C.) 231:495-497.
Bradshaw, A. D. 1965. Evolutionarysignificanceof phenotypicplasticityin plants. Advances in
Genetics 13:115-155.
Bradshaw, W. E. 1973. Homeostasis and polymorphism in vernaldevelopmentof Chaoborus ameri-
canuis. Ecology 54: 1247-1259.
Brakefield,P. M., and T. Larsen. 1984. The evolutionarysignificanceof dry and wet season forms
in some tropicalbutterflies.Biological Journalof the Linnean Society 22:1-12.
Chesson, P. L. 1986. Environmentalvariationand the coexistence of species. Pages 229-239 in J.
Diamond and T. J. Case, eds. Communityecology. Harper & Row, New York.
Danks, H. V. 1987. Insect dormancy:an ecological perspective.Biological Surveyof Canada, Ottawa.
Denno, R. F., and G. Roderick. 1990. Populationbiologyof planthoppers.AnnualReview ofEntomol-
ogy 35:489-520.
Denno, R. F., K. L. Olmstead, and E. S. McCloud. 1989. Reproductivecost of flightcapability:a
comparison of life historytraitsin wing dimorphicplanthoppers.Ecological Entomology
14:31-44.
Dent, J. N. 1968. Survey of amphibianmetamorphosis.Pages 271-311 in W. Etkinand L. I. Gilbert,
eds. Metamorphosis:a problemin developmentalbiology. Appleton-Century-Crofts, New
York.
Dixon, A. F. G. 1972. Fecundityof brachypterousand macropterousalatae in Drepanosiphumdixoni
(Callaphidinae, Aphididae). EntomologiaExperimentaliset Applicata 15:335-340.
Dodson, S. I. 1988. The ecological role of chemical stimulifor the zooplankton. Limnology and
Oceanography25:422-429.
Dominey,W. 1984. Alternativematingtacticsand evolutionarystable strategies.AmericanZoologist
24:385-396.
Dunn, A. M., J. Adams, and J. E. Smith. 1990. Intersexs in shrimp:a possible disadvantage of
environmentalsex determination.Evolution44:1875-1878.
Gilbert,J. J. 1980. Female polymorphism and sexual reproductionin the rotiferAsplancha: evolution
of theirrelationshipand controlby dietarytocopherol. American Naturalist116:409-431.
Gillespie, J. H. 1974. Natural selection forwithingenerationvariance in offspring number.Genetics
76:601-606.
1976. Natural selection for variances in offspringnumber: a new evolutionaryprinciple.
AmericanNaturalist110:1010-1014.
Greene, E. 1989. A diet induced developmentalpolymorphism in a caterpillar.Science (Washington,
D.C.) 243:643-646.
Hairston,N. G., Jr.,and W. E. Walton. 1986. Rapid evolutionof a lifehistorytrait.Proceedingsof
the National Academy of Sciences of the USA 83:4831-4833.
Hairston,N. G., Jr.,T. A. Dillon, and B. T. De Stasio, Jr.1990. A fieldtestforthe cues of diapause
in a freshwatercopepod. Ecology 71:2218-2223.
Hamilton,W. D. 1979. Winglessand fighting males in figwasps and otherinsects. Pages 167-220 in
M. S. Blum and N. A. Blum, eds. Sexual selectionand reproductivecompetitionin insects.
Academic Press, New York.
1980. Sex versus non-sex versus parasite. Oikos 35:282-290.
Hamilton, W. D., P. A. Henderson, and N. A. Moran. 1980. Fluctuationof environmentand co-
evolved antagonist polymorphismas factors in the maintenanceof sex. Pages 363-381
in R. D. Alexander and D. W. Tinkle, eds. Natural selection and social behavior: recent
research and new theory.Chiron,New York.
Hardie, J. 1981. The effectof juvenile hormoneon host-plantpreferencein the black bean aphid,
Aphisfabae. PhysiologicalEntomology6:369-374.
Hardie, J., and A. D. Lees. 1985. Endocrine controlof polymorphism and polyphenism.Pages 441-
490 in G. A. Kerkutand L. I. Gilbert,eds. Comprehensiveinsectphysiology,biochemistry
and pharmacology.Vol. 8. Pergamon,Oxford.
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
988 THE AMERICAN NATURALIST
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions
ALTERNATIVE PHENOTYPES 989
This content downloaded by the authorized user from 192.168.82.216 on Mon, 10 Dec 2012 18:30:40 PM
All use subject to JSTOR Terms and Conditions