Journal of Ecology 2005 93, 373–383 Effects of seed size, inbreeding and maternal sex on offspring fitness in gynodioecious Plantago coronopus Blackwell Publishing, Ltd. HANS PETER KOELEWIJN and JOS M. M. VAN DAMME* ALTERRA – Wageningen UR, Centre for Ecosystem Studies, PO Box 47, 6700 AA Wageningen, the Netherlands, and *Department of Plant Population Biology, Netherlands Institute of Ecology, Heteren, the Netherlands Summary 1 Male steriles (MS) must have a fitness advantage relative to hermaphrodites (H) if they are to be maintained in gynodioecious species. We report experiments in which we disentangle the relative contributions of seed size, inbreeding and maternal sex to the fitness advantage of male steriles in Plantago coronopus L. 2 Seed size effects were observed throughout growth experiments in the glasshouse and were reflected in all biomass measurements. In the field, seed size effects resulted in a fourfold increase in standardized seed production per initial buried seed after 2 years between small (mean weight = 0.13 mg) and large (0.20 mg) seeds. 3 Inbreeding depression, calculated from seed to seed was δ = 0.37 after one generation of selfing and δ = 0.93 after the second generation of selfing. Regression of log(1 − δ) on inbreeding level suggested synergistic epistasis in fitness. 4 Even after taking into account the effects of seed size and inbreeding level, the offspring of a male sterile mother had a 16% advantage over a hermaphrodite, but this disappeared when the progeny sex ratio (the ratio of MS : H individuals among the offspring) was taken into account. 5 In the field, offspring of large seeds had both a higher overall incidence of flowering, and a higher probability of flowering in their first year, thus generating an extra cohort of individuals. The high inbreeding depression in fitness after two generations of selfing was also due to a very low incidence of flowering among the S2 individuals. Flowering probability therefore appears to be a critical trait in this system. 6 In the field, the contributions of seed size variation (15%) and inbreeding (9%) combine with 48% higher seed production to give a total fitness advantage of 70% of male steriles relative to hermaphrodites. This is probably sufficient for maintenance of gynodioecy under nuclear-cytoplasmic inheritance of male sterility. 7 Both inbreeding effects (as a consequence of the sexual system) and pleiotropic effects (of the genes coding for male sterility) play a role in the maintenance of gynodioecy in this species, with an apparently greater role for the latter. Key-words: compensation, flowering, germination, growth analysis, inbreeding depression, male sterility, maternal sex, seed size, sex ratio, spatial variation Journal of Ecology (2005) 93, 373–383 doi: 10.1111/j.1365-2745.2004.00940.x Introduction Gynodioecy is a sexual system in which hermaphroditic (H) and male sterile (MS, functionally female) individuals coexist in an interbreeding population. As male steriles can only transmit genes to the next generation through ovules, they are at a disadvantage compared with hermaphrodites that pass on copies © 2005 British Ecological Society Correspondence: Hans Peter Koelewijn (tel. +31 317477924, fax +31 317419000, e-mail [email protected]). through both ovules and pollen: to persist in natural populations they must incur a compensatory advantage for this asymmetry in gene transmission, with the amount of compensation required depending on the mode of inheritance (Lewis 1941; Charlesworth 1981). The necessary compensatory advantage may be obtained directly via greater lifetime seed production (i.e. a sex-related difference) or indirectly via higher quality seeds (i.e. an offspring quality effect). Two main hypotheses have been formulated to explain the maintenance of gynodioecy (Lloyd 1975). First, as male steriles are obligate outcrossers, they might suffer 374 H. P. Koelewijn & J. M. M. van Damme © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 less from inbreeding depression compared with (at least partially) selfing hermaphrodites. Self-fertilization might reduce the seed set of hermaphrodites or inbred seeds may exhibit reduced fitness due to increased homozygosity or expression of recessive alleles with deleterious effects. Alternatively, the advantage of male steriles may originate from pleiotropic effects of the sterility genes if the expression of these genes influences other fitness-related life-cycle characters. Because male sterile plants are relieved of the cost of male function, the additional resources available might compensate their genetic disadvantage to increase their female function by producing more and / or larger seeds (‘compensation hypothesis’ sensu Darwin 1877; Ashman 1994; Poot 1997 ). Pleiotropic effects may also be expressed as differences in vegetative development, such as more efficient use of limiting resources, a higher growth rate or more general effects (e.g. higher competitive ability) that can lead to a higher future reproductive success (Ashman 1992; Eckhart & Chapin 1997; Delph et al. 1999). Provided sterility genes are expressed during early stages of growth, effects on fitness-related plant characteristics could cause a difference in performance between MS and H individuals. These differences, which will be reflected in a difference in performance between the offspring originating from a H × H and MS × H cross when there is a difference in sex ratio (MS : H) among the offspring of these crosses, suggest a maternal sex effect. Reports of maternal sex effects in gynodioecious species are equivocal: several studies report that offspring of females germinate in higher proportions or grow larger than offspring of hermaphrodites (e.g. Assouad et al. 1978; Ashman 1992; Wolfe & Shmida 1997), while others report no differences (e.g. Kohn 1988; Eckhart 1992; Sakai et al. 1997; Mutikainen & Delph 1998). Part of these inconsistencies is due to confounding the effects of progeny sex ratio and differences in seed size, thus making it difficult to ascribe the observed difference solely to a maternal sex effect. However, even in studies where care was taken to control for confounding effects, contradictory results are reported (Delph et al. 1999). Seed size is an important component of life history in plants ( Harper et al. 1970; Michaels et al. 1988), as even a small variation may influence seedling emergence ( Winn 1988), seedling growth and survival (Wulff 1986a; Winn 1988; Bell et al. 1991), seedling competition ( Wulff 1986b; Geritz 1995) and fecundity (Wulff 1986a). Male steriles tend to produce larger seeds than hermaphrodites in some gynodioecious species (van Damme 1984; Agren & Willson 1991; Klinkhamer et al. 1994; Wolfe & Shmida 1997) but not in others (Ashman 1992; Eckhart 1992; Sakai et al. 1997; Delph et al. 1999; Delph & Mutikainen 2003), although self-fertilization (in self-compatible species) might be expected to give rise to smaller seeds (Sakai et al. 1997). A positive maternal effect on seed size in male steriles might thus contribute to their maintenance in gynodioecious populations. Inbreeding depression, or the reduction in fitness of self-fertilized progeny relative to outcrossed progeny, is considered to be an important selective force governing the evolution and maintenance of reproductive systems that enhance cross-fertilization (Lande & Schemske 1985; Husband & Schemske 1996). Self-fertilization causes deleterious mutations to be expressed in homozygotes, and both the number of such mutations and the interaction between mutations at different loci (epistasis) influence the level of inbreeding depression (Crow 1970; Charlesworth 1990). When deleterious mutations act synergistically, such that the log fitness declines at a greater than linear rate with the number of mutations, the equilibrium level of inbreeding depression is increased over that expected if mutations acted independently (Charlesworth et al. 1991). Because it is often impossible to determine this relationship directly for individuals in natural populations, epistasis among deleterious alleles can only be studied indirectly by monitoring the effect of different levels of inbreeding on fitness components (Willis 1993) and testing for a non-linear negative relationship between log-transformed fitness and the expected inbreeding coefficient (Crow & Kimura 1970). Results are, however, equivocal, with inbreeding effects in hermaphrodites demonstrated to play a role in maintaining the presence of male steriles in a number of self-compatible gynodioecious species (e.g. Kohn 1988; Maki 1993; Sakai et al. 1997; Thompson et al. 2004), but differences being absent, or too small to play an important role, in others (e.g. Ashman 1992; Eckhart 1992). This study is concerned with the effects of seed size, inbreeding and maternal sex on offspring fitness in the gynodioecious and self-compatible plant Plantago coronopus. All three factors could contribute to the maintenance of the gynodioecious breeding system, but have rarely been studied together. Previous studies have regularly found differences in quality of offspring from female and hermaphrodite plants (see Shykoff et al. 2003 for a meta-analysis), although many used openpollinated seeds (confounding maternal sex with inbreeding effects) or neglected seed size differences, and straightforward interpretation of the results was thus not possible. We therefore controlled for seed size differences and employed controlled matings in experiments carried out under optimum nutrient conditions in growth chambers and in the field. The main questions addressed were: (i) What are the consequences of variation in seed size for plant performance during the course of the experiments? (ii) What are the consequences of prolonged inbreeding for offspring fitness? (iii) Is there an independent maternal sex effect on offspring performance? (iv) To what extent do these different effects contribute to the fitness advantage of male steriles, needed for their coexistence with hermaphrodite plants. Materials and methods Plantago coronopus is an herbaceous, short-lived perennial rosette plant with indeterminate growth that mainly 375 Size, inbreeding and sex effects on offspring occurs in salt marshes along the Dutch coast. The species has perfect flowers on top of long flowering stalks (spikes), which consist of a stem and an ear part. Each leaf axil has an axillary meristem that can produce either a spike or a lateral side rosette, or stay dormant. It is a wind pollinated, gynodioecious and predominantly outcrossing species (Koelewijn 1998). Male steriles (MS) are frequently observed in most populations (Koelewijn & Van Damme 1996), though frequencies never exceed those of hermaphrodites ( H). The species flowers from the beginning of May through to September and overwinters as a rosette. The flowers are protogynous, with an overlap in sexual phase. Flowering and subsequent maturation occur from the base of the ear upwards and each flower produces five ovules. Mean seed weight in P. coronopus is on average 18% higher in male steriles than in hermaphrodites and self-fertilization of hermaphrodites produces slightly smaller seeds compared with cross-fertilization (average 8%). Although small, and variable, among experiments and treatments (summarized in Table 1), both results were significant when calculated over all experiments using either a combined probability test (Sokal & Rohlf 1980) or a meta-analysis (Hedges’ d, the standard metaanalytical metric; Hedges & Olkin 1985). Maternal plants were germinated from seeds of plants collected at the Westplaat, a salt-meadow in the southwest of the Netherlands (Koelewijn & Van Damme 1995a). One hermaphrodite and one male-sterile individual were selected from the offspring of each of five collected plants. The male-sterile maternal individuals were crossed with mixed pollen from a random selection of hermaphrodites (outcross MS × H, expected inbreeding coefficient F = 0). Hermaphrodites were outcrossed (H × H, F = 0) or self-pollinated (S1, F = 0.5) and five S1 seeds from each mother were subsequently sown and self-pollinated (S2, F = 0.75). After ripening, seeds were taken out of the capsules, pooled per cross type, and divided into two groups. One group was used as an unsorted control group, while the other group was separated into seven seed size classes (class range 0.02 mg, class means from 0.11 to 0.21 mg and > 0.22 mg; Fig. 1) by means of an Astell Hearson SCB016 Ottawa seed blower (Waterreus C.V., The Hague, the Netherlands). Seeds were stored in a cold room at 4 °C until further usage. No difference in seed set was observed among the cross types. ( ) © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 The aim of the experiment was to compare the performance of seeds from two size classes (small, 0.12– 0.14 mg; large, 0.18 – 0.22 mg) and three cross types (MS × H, H × H and S1) during the juvenile stage of plant development, i.e. a classical growth analysis (Evans 1972). Seeds were germinated in a climate cabinet on wet (demineralized water) glass beds (day = 16 hours, 20 °C; night = 8 hours, 15 °C). After 14 days 60 seed- Fig. 1 Size frequency distribution of seeds of Plantago coronopus originating from four different cross types: male steriles crossed with hermaphrodites (MS × H); hermaphrodites crossed with hermaphrodites (H × H); self-fertilization of the hermaphrodites (S1) and self-fertilization of offspring from these S1 plants (S2). Also indicated are the three categories of seed size (small, medium and large) used in the experiment. lings of each combination of size class and cross type were transferred to three separate growth units placed together in a growth room maintained at 14/10 hours day/night, 23° ± 0.5 C day/night, quantum flux density at mean plant height 305 µmol m−2 s−1 (photo synthetically active radiation) and 70% relative humidity. Light was provided by fluorescent lamps and incandescent bulbs. Each growth unit was connected to a 5-L container of a 0.125 strength Hoagland nutrient solution (625 µ KNO3, 625 µ Ca(NO3)2, 250 µ MgSO4, 125 µ KH2PO4, 90 µ Fe-EDTA, 45 µ H3BO3, 9 µ MnCl2, 0.75 µ ZnSO4, 0.5 µ Na2MoO4 and 0.3 µ CuSO4; Hewitt 1966) whose pH was automatically adjusted to 6.0 by a Radiometer pH-stat unit (Radiometer Analytical, Lyon, France) using H2SO4. The nutrient solution was applied as a mist (see Freijsen et al . 1990 for further details). To prevent nutrient depletion, the solution was renewed each week. Seedlings for the growth units were randomly selected and the remainders were pooled in groups of 10 to estimate seedling dry weight. To prevent root or shoot competition the plants were gradually moved apart over the course of the experiment as harvesting reduced the initial number of 120 plants. To minimize the effect of spatial variation in growth conditions the units were regularly rotated within the growth room. At 4, 8, 11, 14, 16 and 18 days after transfer to the growth unit, 27 plants per size class (nine from each cross type), were selected and, when possible, dissected into roots and leafs. The experiment was finished 3 days after initiation of spikes was first observed. Dry weights were determined on oven-dried (48 hours at 70 °C) material. Because no significant differences in weight or growth rate were observed among the three growth units, the data were analysed as a completely randomized design (procedure GLM, SAS 1988). A full factorial model including time, cross type, seed size and their interactions was fitted. Data were log transformed prior to 376 H. P. Koelewijn & J. M. M. van Damme Table 1 Summary of experiments with Plantago coronopus where seed weight (mean ± SE, number of plants) was determined as a function of either sex morph (MS or H) or inbreeding level (outcross (H), one (S1) or two (S2) generations of selfing). Paired t-tests were used when crosses were made on the same plant or when the relatedness among the maternal parents was known (sibling comparison, i.e. male sterile and hermaphrodite parent originate from the same maternal plant). Combined analysis over all studies was done in two ways: (i) a combined probability test (Sokal & Rohlf 1980); (ii) calculate Hedges’ d from a random-effects model meta-analysis (Hedges & Olkin 1985). When d is positive male steriles have a larger effect size than hermaphrodites or outcrossing has a larger effect size than selfing. If 95% confidence intervals (CIs) do not include 0 the effect is significant over all studies Type of experiment MS H S1 S2 MS vs. H (A) Random selection of plants Growth (glasshouse, water 129.1 ± 9.3 culture, free access to (n = 11) nutrients; µg C)a 122.8 ± 4.9 (n = 29) Two sample t-test t38 = 0.64 P = 0.527 Growth (glasshouse, water culture, limiting access to nutrients; µg C)a 111.0 ± 8.2 (n = 13) 89.2 ± 2.7 (n = 30) Two sample t-test t41 = 2.79 P = 0.008 Hand pollination (field; mg)b 0.130 ± 0.008 0.094 ± 0.006 (n = 9) (n = 20) Growth analysis (glasshouse, water culture; mg)b H vs. Self Two sample t-test t27 = 4.59 P < 0.001 0.175 ± 0.009 0.154 ± 0.01 (n = 12) (n = 12) 0.16 ± 0.01 (n = 18) 0.134 ± 0.008 (n = 11) One-way F2,32 = 4.78 P = 0.015 Crossing studies (glasshouse; mg)c 0.179 ± 0.012 0.185 ± 0.01 (n = 14) (n = 18) Crossing studies (glasshouse; mg)c 0.160 ± 0.009 0.146 ± 0.005 (n = 19) (n = 12) Two sample t-test t29 = 1.58 P = 0.126 (B) Sibling comparison Hand pollination (garden; mg; n = 10)d 0.202 ± 0.013 0.168 ± 0.011 0.152 ± 0.01 Paired t-test t9 = 2.85 P = 0.019 Transplant experiment (field; mg; n = 29)d 0.118 ± 0.005 0.101 ± 0.004 Paired t-test t28 = 4.14 P < 0.001 Crossing studies (glasshouse; mg; n = 11)b 0.167 ± 0.014 0.128 ± 0.006 0.131 ± 0.009 Paired t-test t10 = 2.60 P = 0.026 Paired t-test t10 = 0.22 P = 0.833 (1) Combined probability test (−2 Σ ln P) χ216 = 55.7 P < 0.001 χ28 = 28.5 P < 0.001 (2) Hedges’ d 95% CI 0.65 0.31 – 0.98 0.45 0.07–0.84 Two sample t-test Paired t-test t30 = 0.36 t17 = 4.54 P = 0.721 P < 0.001 Paired t-test t9 = 1.52 P = 0.168 Meta-analysis a Koelewijn & Hundscheid (2000); bH. P. Koelewijn, unpublished data; cKoelewijn & Van Damme (1995a,b); dKoelewijn (1996). analysis to improve homogeneity of variance. Difference in relative growth rate (RGR) between the seed size classes and among cross types was tested according to Poorter & Lewis (1986) as treatment by time interaction of the natural logarithm of total dry weight. Second-order polynomials were fitted to test for a trend of RGR with time. © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 In March 1997 seeds of four size classes (small, 0.12– 0.14 mg; medium, 0.14 – 0.18 mg; large, 0.18–0.22, see Fig. 1, plus unsorted) and four cross types (MS × H, H × H, S1 and S2) were buried in a salt meadow at the site from which the source parents were collected. Five plots of 1.25 by 1.00 m were laid out randomly in an apparently homogeneous area of 25 × 25 m. These plots were considered to be replicates for the different treatments. Plots were subdivided into 20 subplots in a 5 by 4 grid. Each combination of size and cross type was randomly assigned to one subplot in each plot and seeds (n = 25) were buried 3 mm deep at 5-cm spacing in a 5 by 5 grid. Germinates were located by laying a 25 by 25 cm square dish containing 25 holes with a 1-cm diameter over the existing vegetation and scoring the appearance of seedlings in the holes. No seeds were 377 Size, inbreeding and sex effects on offspring © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 buried in the remaining four subplots, which served as controls for natural germination and to adjust for possible misidentifications in the treated subplots. Plots were checked once a month for germination, survival, growth and flowering (April through September). In April 1997 rabbits destroyed one plot. In August 1997 the number of leaves, length of the longest leaf and number of ripe spikes of germinated seedlings were measured. Monthly checks continued in 1998 but size measurements were now also made monthly and at least one ripe spike was sampled from each flowering plant to estimate seed production. Plant size was estimated from the linear regression of the product of leaf length and number of leaves (total leaf length, TLL) on shoot dry weight: SDW (mg) = − 1.509 + 0.191 × TLL (mm), r 2 = 0.78, F1,66 = 235.6, P < 0.001. This relationship was based on plants dug up in another experiment in the same area (Koelewijn 1998). The germination potential of the different size– cross type combinations was assessed at the start of the field experiment, except for the S2 cross type, where there were too few seeds. For each combination 100 seeds were placed in Petri dishes filled with 0.5% aqueous agar, and germinated under natural light conditions in the glasshouse during March 1997. Analysis of categorical variables was performed by fitting generalized linear models with GLIM (Baker 1987). For data involving proportions (germination, survival and number of plants alive) a log-linear model with a binomial error distribution was used. Probability of flowering was analysed by fitting a multinomial logit model (three flowering states were distinguished: 0 = non-flowering; 1 = flowering in only one season; 2 = flowering in both seasons). In all cases the analysis started with a null model with all main effects and interactions. Subsequently, a χ2 test was used to determine whether dropping a term from the model significantly reduced the explained variance. The difference in unexplained variance between the categorical models (deviance) is approximately χ2 distributed, with the number of degrees of freedom equal to the difference between the model with and without the term to be tested ( McCullagh & Nelder 1983). Contrasts were used to test for specific differences within the main factors seed size (small vs. large) and cross type (MS vs. H, and H vs. selfing). Quantitative variables were analysed using the SAS statistical package (procedures GLM and t-test, SAS 1988). Field experiments are often prone to difficulties in statistical analysis and interpretation. Because of variation in germination and the death of plants during the experiment, the experimental design can become unbalanced or, even worse, incomplete. This is especially true for traits related to reproduction, as only a fraction of all plants produce seeds. Therefore, only three plots were used for the statistical analysis of germination and survival (plots 1–3), and only two for the analysis of flowering data (plots 1 and 3), because the log-linear models based on all four plots did not converge. Quan- titative traits of flowering plants (size measurements, number of seeds) could only be analysed by one-way , because of small sample sizes. Epistasis at the population level can be detected by calculating the linear ( f ) and quadratic ( f 2 ) coefficients of the quadratic regression of (log)-fitness on inbreeding level (Crow & Kimura 1970). To examine the effect of inbreeding on fitness, calculated as the number of seeds produced per initial buried seed (standardized seed production), we performed a linear regression with linear and quadratic components as the independent variables. A significant effect of the quadratic component indicates a non-linear relationship between inbreeding level and fitness. Cumulative fitness for selfed (F > 0) and outcrossed progeny (F = 0) was calculated as the product of germination, probability of flowering and number of seeds per flowering plant at the end of the second year (standardized seed production). Inbreeding depression (δ) per inbreeding level was estimated as: δ = 1 − ws /wo where ws and wo are, respectively, the mean fitness of selfed and outcrossed progeny. Results Frequency distributions of seed weights differed signi2 ficantly between cross types ( χ18 = 44.3, P < 0.001, Fig. 1). This was mainly caused by male steriles producing 2 more seeds in the larger size classes ( χ 6 MS × H vs. others 2 = 36.2, P < 0.001; χ 12 among others = 10.0, NS). Thus, MS × H crosses produced heavier seeds than H × H crosses, which in turn produced slightly heavier seeds compared with self-fertilization (MS × H, 0.165 ± 0.003; H × H, 0.152 ± 0.003; S1, 0.148 ± 0.003; S2, 0.145 ± 0.003 (mean (mg) ± SE)). ( ) Seedling dry weight (mean ± SE) at the start of the growth experiment was directly proportional to seed size: for small and large seeds, respectively, seedlings dry weight was 0.49 mg ± 0.02 and 0.73 mg ± 0.06 (t11 = 3.83, P < 0.01). No significant difference among cross types was detected (small, MS × H 0.50, H × H 0.51 and S1 0.45 mg; large, MS × H 0.85, H × H 0.70 and S1 0.64 mg; F2,6 = 1.3, NS). No difference in relative growth rate was observed between the two seed size classes or among the cross types (Table 2, no significant time by treatment interactions). RGR (mg g−1 day−1, mean ± SE), based on the whole experimental period, was 284 ± 6 and 292 ± 5 for the small and large seed size classes, respectively. As a consequence, plants originating from small seeds remained smaller than those from large seeds throughout 378 H. P. Koelewijn & J. M. M. van Damme Fig. 2 Time course of the ln-transformed total dry weight of two seed size classes (small = 0.13 mg, closed symbols, and large = 0.20 mg, open symbols) and three cross types (MS × H, H × H and S1) of Plantago coronopus. Table 2 of the time course of ln-transformed total dry weight in Plantago coronopus during the growth experiment. Effects of time, seed size, cross type, their interactions and a trend analysis for time. Differences in RGR among treatments can be inferred from the significance of the interaction with time (see also Fig. 2). Indicated are the degrees of freedom (d.f.), sums of squares (SS) and the resulting value from the F-test. Level of significance indicated as: ***P < 0.001; **P < 0.01; NS = not significant, P > 0.05 Source F P Time Linear Quadratic 5 686.54 1506.9 1 682.59 7491.4 1 3.12 34.3 *** *** *** Treatment Seed size Cross type MS vs. (H + S1) H vs. S1 Seed size by cross type 1 2 1 1 2 8.72 0.96 0.74 0.21 0.40 96.2 5.3 8.22 2.35 2.2 *** ** ** NS NS 5 10 10 0.76 0.55 0.71 1.7 0.6 0.8 NS NS NS 295 26.75 Time by treatment Time by seed size Time by cross type Time by seed size by cross type Error © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 d.f. SS the experiment (Fig. 2). The trend analysis indicated a significant quadratic component (Table 2), implying a change in RGR with time, and second-order polynomials indeed gave a slightly better fit (results not shown). There was also a significant main effect of cross type (Table 2) because plants originating from the larger seeds of the MS × H cross were taller at all harvests (Table 2, Fig. 2) as they maintained the small size advantage present at the seedling stage. Dry weights at final harvest (day 18), however, were not significantly different among cross types (small, MS × H 66.8 ± 6.7, H × H 72.1 ± 9.4 and S1 58.6 ± 5.2; large, MS × H 121.5 ± 11.5, H × H 90.0 ± 6.0 and S1 81.5 ± 12.0; mean (mg) ± SE, n = 10; F2,48 = 2.1, NS). Fig. 3 Time course of the germination of different seed size classes of Plantago coronopus in the field. The fraction of germinated seeds at the end of March in the glasshouse did not differ among cross types (MS × 2 H 86%, H × H 89%, S1 91%, χ 2 = 4.2, NS), but did differ among size classes (small 82%, medium 90%, large 2 92%, χ 2 = 14.9, P < 0.01). Total germination in the field after 2 years was much lower (41% in the field vs. 88% in the glasshouse), but results were otherwise the same 2 (cross type, MS × H 40%, H × H 43%, S1 40%, χ 2 = 0.7, NS; seed size, small 34%, medium 40%, large 45%, 2 χ 2 = 7.1, P < 0.05). In the field, the higher germination in larger size classes was established within 2 months (Fig. 3). Total germination in the control plots was only 2%, indicating that the chance of contamination by natural germination is negligible. Despite being laid out in an apparently homogeneous part of the salt marsh, considerable variation existed among the four plots in the probability of germination, survival and flowering and in shoot dry weight (Table 3). Few plants flowered in the two plots with the smallest plant sizes and lowest survival (Table 3). 379 Size, inbreeding and sex effects on offspring Table 3 Spatial heterogeneity in the field: the probability to germinate, survival, presence after 2 years, probability to flower, and shoot dry weight in August 1998 of Plantago coronopus seeds in four plots Probability to germinate Plot Plot 1 Plot 2 Plot 3 Plot 4 0.49 0.48 0.43 0.16 Test for heterogeneity among plots (χ23 ) Alive after 2 years Survival 0.54 0.22 0.51 0.57 127.6 P < 0.001 Probability to flower 0.27 0.10 0.23 0.10 65.7 P < 0.001 40.7 ± 2.1 23.8 ± 1.7 37.9 ± 1.9 28.9 ± 2.6 0.18 0.02 0.22 0.01 66.3 P < 0.001 Shoot dry weight (mg, mean ± SE) F3,343 = 12.9 P < 0.001 82.6 P < 0.001 Table 4 Analysis of the fraction of germinated Plantago coronopus seeds, survival of seedlings, number present after 2 years, probability to flower and shoot dry weight in 1998 in relation to environment (plot), seed size and cross type. Characteristics were analysed by fitting log-linear models to the binary data (1 = yes, 0 = no), a multinomial-logit model in the case of probability to flower and an in the case of plant size. See also Table 5 Fraction germinated Survival of seedlings Plants alive after 2 years Probability to flower Source d.f. χ2 P χ2 P χ2 P d.f. Plot Size × Cross Size Small vs. Large Cross MS vs. H H vs. Self Error 2 6 2 1 3 1 1 0.9 8.3 10.1 9.8 8.8 1.9 3.9 0.632 0.216 0.006 0.002 0.032 0.157 0.047 41.5 18.7 2.8 2.6 6.2 0.3 4.8 0.000 0.005 0.245 0.102 0.102 0.581 0.028 29.7 12.3 5.7 5.6 11.5 1.5 6.7 0.000 0.058 0.057 0.017 0.009 0.217 0.010 2 12 4 2 6 2 2 χ2 4.6 23.0 15.8 9.3 24.1 0.8 9.6 Plant size P d.f. SS P 0.100 0.028 0.003 0.009 0.001 0.681 0.008 3 6 2 1 3 1 1 233 119.1 23.0 10.8 8.8 36.3 3.2 16.9 913.6 0.000 0.490 0.286 0.150 0.030 0.379 0.046 Table 5 Fate of Plantago coronopus seeds in relation to size and cross type. Standardized seed production represents a final fitness measure for comparison of the performance of the different groups, i.e. the number of seeds produced per initial buried seed. The fitness of the unsorted seed size class and the H × H cross type have been arbitrarily set to 1. See Table 4 for the accompanying statistical analysis Survival Alive after 2 years Probability to flower at least once # Seeds per flowering plant Standardized seed production Relative fitness Shoot dry weight (mg ± SE) 0.335 0.403 0.448 0.384 0.425 0.447 0.494 0.431 0.145 0.180 0.225 0.166 0.105 0.115 0.184 0.130 47 56 80 62 1.65 2.59 6.59 3.10 0.53 0.83 2.12 1 30.5 ± 2.5 32.8 ± 2.3 34.5 ± 2.0 31.3 ± 1.9 0.400 0.430 0.400 0.350 0.480 0.521 0.427 0.352 0.193 0.230 0.170 0.123 0.217 0.155 0.108 0.029 65 73 71 33 5.64 4.87 3.07 0.34 1.16 1 0.63 0.07 38.2 ± 2.8 34.8 ± 2.6 28.3 ± 2.3 27.8 ± 1.9 Size class Probability to germinate Small Medium Large Unsorted Cross type MS × H H×H S1 S2 © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 Seed size had a pronounced effect on plant performance in the field (Tables 4 and 5). Probability to germinate, number of plants alive after 2 years and the probability to flower ( Fig. 4a) were significantly different between small and large seeds, with the medium sized seeds mostly in between (Table 5). Unlike the glasshouse results, seed size had no influence on plant size ( Tables 4 and 5). Standardized seed production, i.e. the number of seeds produced per initial buried seed, was four times higher for large seeds compared with small seeds (Table 5). Large seeds gave rise both to a higher overall incidence of flowering plants and to a higher percentage flowering in their first year, and thus producing seeds during two seasons (Fig. 4a). 380 H. P. Koelewijn & J. M. M. van Damme Fig. 5 Fitness, expressed as standardized seed production (number of seeds produced per initial buried seed), in relation to inbreeding level (mean ± SE, n = 2). Due to absence of flowering plants, only data from plot 1 and 3 could be used (see Table 3). Fig. 4 Frequency distribution of the number of flowering seasons expressed as a fraction of the total number of germinated seedlings of Plantago coronopus, (a) in relation to seed size and (b) in relation to cross type. Discussion Self-fertilization had a pronounced effect on plant performance in the field, especially on the probability to flower (Fig. 4b, Table 5). Based on standardized seed production the S1 and S2 suffered from moderate to high inbreeding depression (δ (S1) = 0.37 and δ (S2) = 0.93, Table 5). Only plots 1 and 3 produced sufficient flowering plants (Table 3) to allow testing for synergistic epistasis, but an effect was, nevertheless, apparent (Fig. 5). The decrease in fitness after two generations of selfing was much larger than after one generation of selfing. The quadratic regression of standardized seed production on inbreeding level (F ) was significant (ln(ssp) = 1.49 + 2.93 × f – 7.61 × f 2, r 2 = 0.82, F2,3 = 11.87, P = 0.038). Including the plots with zero standardized seed production produced the same result as Fig. 5, but the large standard errors meant that the effect was no longer significant. Many researchers have investigated the effect of offspring size on fitness. Almost without exception, larger offspring outperform smaller offspring in plants (see reviews in McGinley et al. 1987 and Geritz 1995); here smaller seeds performed worse than larger seeds. This study is one of the few where the effects of seed size have been traced for a long enough period to evaluate differences in seed production and to identify the traits responsible. In the glasshouse, large seeds gave larger seedlings and, as no differences in RGR were observed, this resulted in significant plant size differences (Fig. 2) as large seeds maintained their head start. In the field, variation in germination, survival and probability of flowering were related to seed size, leading to a fourfold difference in fitness between small and large seeds (Table 5). Size differences, although still in favour of large seeds, were much less pronounced under field conditions than in the glasshouse (Table 5). Thus an advantage of 53% in terms of seed size was reduced to 13% after 2 years in the field. Several studies have shown that the transition from vegetative growth to reproduction is accompanied by a sharp decrease in growth rate of vegetative plant parts (King & Roughgarden 1983; Freijsen & Otten 1993; Koelewijn 2004), suggesting that investment in reproductive structures gets priority. As a higher fraction of plants from the large seed size group flowered, individuals from small seeds might be able to catch up (in terms of vegetative growth) when those from large seeds switch their resources towards reproduction. © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 There was a marked difference in sex ratio among the flowering progeny of the MS × H and H × H cross types: MS × H, 48% male steriles; H × H, 7% male steriles 2 ( χ1 = 8.23, P < 0.01). No significant differences in offspring plant performance were observed between the MS × H and H × H cross types in the field (Table 4). Summed over the research period of 2 years, however, the slight differences between the offspring from the MS × H and H × H cross types resulted in a fitness advantage of 16% in favour of the offspring of the MS × H cross type (Table 5), due mainly to their greater probability to flower (Fig. 4b). 381 Size, inbreeding and sex effects on offspring Seed size was studied because previous research indicated a difference in seed size between the two sex morphs (Koelewijn 1996; Table 1) and to enable a proper evaluation of possible maternal sex effects by controlling for seed size. Seeds originating from MS × H crosses were 9% heavier than seeds from H × H crosses, which in turn were about 4% heavier than seeds from self-fertilization, consistent with previous reports (summarized in Table 1) of slight, but consistent, differences in seed weight among cross types. Male steriles produced more seeds in the larger size classes, although there were no differences in seed set, suggesting that compensation may operate at the flower level. The advantage gained by male steriles by producing more seeds, as reflected in their offspring performance, was estimated to be 15% (multiplying the fitness estimates (Table 5) with the seed size frequency data from Fig. 1). Thus, male steriles might have an advantage over hermaphrodites through a maternal effect on seed size. © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 The results of this study demonstrate substantial inbreeding depression for important fitness components in the field, but not in the glasshouse. Thus, the expression of genetic load was strongly influenced by the environment. Inbreeding depression after one generation of selfing (δ = 0.37, F = 0.5) was moderate, but inbreeding depression after two generations of selfing (δ = 0.93, F = 0.75) was high, suggesting that hardly any highly inbred individuals contributed to the next generation. These results are in line with a previous, more detailed, transplant study from the same area (Koelewijn 1998), where, starting from pre-cultured seedlings, inbreeding depression after one and two generations of selfing was estimated to be 0.39 and 0.70. The more pronounced inbreeding depression after two generations of selfing found in the present study might be related to our starting with seeds, i.e. also including the seedling establishment stage. The magnitude of inbreeding depression after one generation of selfing is in close agreement with those from other partially self-fertilizing species and between the observed mean values for selfing (δ = 0.23) or obligately outcrossing (δ = 0.53) species (Husband & Schemske 1996). The data suggest evidence for synergistic epistasis in fitness. The loss in fitness from one to two generations of selfing was much higher than the loss in fitness from outcrossing to one generation of selfing (Fig. 5), resulting in a significant negative curvilinear regression. Epistasis influences the rate at which a population purges the load due to inbreeding. Theoretical studies of the effect of synergism on the evolution of sexual systems have shown that even very slight epistasis between harmful mutations can have considerable effects on the maintenance of sexual reproduction and outcrossing (Charlesworth 1990). The decrease in the probability of flowering for S2 plants (F = 0.75) was large (Table 5, Fig. 4b) and inbreeding depression for this trait was 0.80, implying that the majority of the plants with high inbreeding coefficients are present in the population in a vegetative state and do not take part in reproduction. Estimates of inbreeding depression in self-compatible gynodioecious species after one generation of selfing vary from moderate to high: 0.27 in Sidalcea oregana (Ashman 1992), 0.36 in Chionographis japonica (Maki 1993), 0.54 in Lobelia siphilitica (Johnston 1992), 0.60 in Schiedea salicaria (Sakai et al. 1999), 0.73 in Thymus vulgaris (Assouad et al. 1978), and 0.75 in Geranium maculatum (Agren & Willson 1991). Thus, considerable reduction in fitness of hermaphrodites might occur. However, these values are for complete selfing and the effectiveness of inbreeding depression will depend, above all, on the selfing rate. In the case of P. coronopus, assuming a selfing rate of 0.25 (Wolff et al. 1988; Koelewijn 1998), male steriles would gain a 9% advantage over hermaphrodites after one generation of selfing. In the current study no significant differences were detected in the quality of offspring from outcrossed female (MS) or hermaphrodite (H) plants, either in the juvenile stages of the life cycle or in reproductive adults, provided both seed size and level of inbreeding were equivalent. Thus, no direct maternal-sex effect was detectable. Results concerning maternal sex effects in gynodioecious species are equivocal. The main problem is that there are several confounding sources, e.g. differences in seed size, inbreeding and variation in offspring sex ratio that are sometimes difficult to control for. Eckhart (1992) found no relation between maternal sex and either germination, survival, growth rate or vegetative size in Phacelia linearis. Poot (1996) also reports no influence of maternal sex on early vegetative traits in Plantago lanceolata. In the present study, no differences in germination, growth rate, flowering, plant size and fitness in P. coronopus were detected with respect to maternal sex. On the other hand, Ashman (1992) reports differences in germination, growth rate and fitness in Sidalcea oregana and Shykoff (1988) mentions differences in survival in Silene acaulis in favour of the offspring from male steriles. The latter two results could indicate the presence of maternal-sex effects. However, as in these two studies nothing was known about the sex ratio of the surviving offspring, i.e. the ratio of MS : H, an alternative explanation is still possible when there are inherent differences related to sex itself. Crosses with females as a mother (MS × H) are more likely to generate a more female biased sex ratio than H × H crosses, due to females possessing fewer restorer genes for male fertility (Koelewijn & van Damme 1995b; Charlesworth & Laporte 1998; Koelewijn 2003). If differences in vigour exist between the two sex morphs and crosses differ in sex ratio among the offspring, sex morph differences will be reflected in the mean offspring performance of the crosses. Differences in 382 H. P. Koelewijn & J. M. M. van Damme performance between sex morphs themselves are often observed in gynodioecious species (Agren & Willson 1991; Eckhart 1992; Klinkhamer et al. 1994; Koelewijn 1996; Wolfe & Shmida 1997; Shykoff et al. 2003). Although not significant, the present study detected a difference in performance of 16% in favour of the offspring from a female mother (Table 5). However, the sex ratio among the flowering offspring was different (MS × H cross, 48% male steriles; H × H cross, 7% male steriles) and MS plants also tended to produce more seeds (MS 93 ± SE 20; H 64 ± SE 9; F1,65 = 1.61, NS). When comparing the offspring performance of females and hermaphrodites, taking this difference in sex ratio into account removed the advantage in favour of MS offspring, indicating the absence of a maternal sex effect. The observed difference of 16% between the offspring of the two cross types could be explained by the difference in frequency of the two sex morphs among the offspring ((0.48 × 93 + 0.52 × 64)/(0.07 × 93 + 0.93 × 64) = 1.18, thus a 18% difference). However, one could also argue that this still implies a maternal sex effect, because the mother causes the sex ratio difference. The same explanation might apply to the Siadalcea and Silene results. In Silene acaulis females had higher fruit set (Delph et al. 1999), for Sidalcea no information was available. For neither of the species, however, was information on the offspring sex ratio available. © 2005 British Ecological Society, Journal of Ecology, 93, 373–383 Gynodioecy is an exceptional breeding system because continuous selection is necessary to maintain it. The unisexual male steriles (females) only reproduce through ovules, while the cosexual hermaphrodites reproduce through ovules and pollen. This sexual asymmetry (i.e. the non-constant pollen : ovule ratio among individuals in a population) means that, to maintain the gynodioecious state, differences in fitness characters other than male function must exist between male steriles and hermaphrodites that prevent male steriles from becoming extinct. When inheritance is nuclear, male steriles must produce twice as many viable seeds as hermaphrodites, although when inheritance is cytoplasmic male steriles only need a small fitness advantage. With nuclear-cytoplasmic inheritance, as in P. coronopus (Koelewijn & van Damme 1995ab), the fitness advantage varies between the two extremes. While most studies on how male steriles compensate for their disadvantage deal with only one or two of the components responsible (seed size, maternal sex effects and inbreeding depression effects, see Introduction for references) we undertook an integrated study of all three components in relation to each other. Our results indicate that both inbreeding (9%) and variation in seed size (15%) provide male sterile plants with small fitness advantages. A previous study has shown that male steriles themselves already produce 48% more seeds than hermaphrodites (Koelewijn 1996). 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