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1 Department of Forest Genetics and Plant Physiology, Swedish University of Agricultural Sciences, S-901 83 Umeå, Sweden; and 2 Bio-resource Technology Division, Forestry and Forest Products Research Institute, Ibaraki 305, Japan
Received for publication December 8, 1998. Accepted for publication March 25, 1999.
| ABSTRACT |
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Key Words: matK phylogeny Pinaceae Pinus rbcL rpl20-rps18 sequence divergence trnV intron
| INTRODUCTION |
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Mediterranean pines present an interesting group in the evolution of the genus, linking different geographic regions as well as different evolutionary lineages (Mirov, 1967
; Klaus, 1989
). According to Klaus (1989)
, Mediterranean pines represent an extremely heterogeneous assembly and consist mainly of relic pines from the CretaceousTertiary period. Morphological, biochemical, and molecular data all indicate that Mediterranean hard pines are less uniform than the Asian taxa (Klaus, 1989
; Schirone et al., 1991
; Krupkin, Liston, and Strauss, 1996
). Some Asian pines have been suggested to have close relationships with Mediterranean pines. The Himalayan P. roxburghii and P. wallichiana have been considered as close relatives of P. canariensis of the Canary Islands and P. peuce of the Balkan Peninsula, respectively, for instance (Mirov, 1967
; Klaus, 1989
). However, recent analyses of chloroplast (cp) DNA restriction site data and ITS sequences have suggested high levels of divergence among them (Wang and Szmidt, 1993
; Liston et al., 1999
). Therefore, more evidence is needed to clarify the relationships among this group of pines.
CpDNA sequences, especially the rbcL gene, have been used extensively to infer plant phylogenies, including those of a number of gymnosperms (e.g., Bousquet et al., 1992
; Chase et al., 1993
; Gadek and Quinn, 1993
; Brunsfeld et al., 1994
). However, some studies have shown that this coding sequence alone is sometimes too conserved to clarify relationships between closely related taxa (Doebley et al., 1990
; Plunkett, Soltis, and Soltis, 1997
; Xiang, Soltis, and Soltis, 1998
). Following the use of rbcL, the matK gene has become another sequence candidate for phylogenetic analysis. Recent studies have demonstrated the utility of matK for resolving lower level relationships in angiosperms (Johnson and Soltis, 1994, 1995
; Steele and Vilgalys, 1994
; Liang and Hilu, 1996
; Xiang, Soltis, and Soltis, 1998
). However, matK sequence divergence and its phylogenetic application in Pinus and other conifers have not been previously investigated.
In this study we selected four cpDNA regions for sequencing: rbcL, matK, the trnV intron, and the spacer between the rpl20 and rps18 genes. Considering the close relationships among pines within each subgenus, we selected matK to complement the rbcL information. Noncoding sequences tend to evolve faster than coding sequences and, thus, may provide more informative characters for phylogeny reconstruction. The trnV intron and the rpl20-rps18 spacer were selected for this reason, in the expectation that they might provide more variable characters for better phylogenetic tree resolution at the tips. We included all the Mediterranean pines, most of the Asian, and four American pines in this study. In addition, six taxa representing six different genera of Pinaceae were selected as outgroups to Pinus. Our main objectives in the study presented here were: (1) to compare sequence divergence of coding and noncoding regions in Pinus and Pinaceae; (2) to evaluate the relative utility of the different sequences for phylogenetic inferences in Pinus; (3) to provide additional information for the assessment of relationships among and between the Asian and Mediterranean pines; and (4) to reexamine the classification of several uncertain taxa in the light of our new sequence data.
| MATERIALS AND METHODS |
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Sequence alignment
The sequences of each species were aligned using Clustal V software, as implemented in Sequence Navigator (ABI, Perkin Elmer, USA) and further modified manually. In most cases the placement of gaps was straightforward. Insertion/deletions (indels) in the aligned sequences were coded as 1/0 binary characters in the data matrix. Gaps of more than 1 bp in length and shared by two or more taxa were treated as a single event. Overlapping gaps were treated as multiple-event length mutations and positioned to minimize the number of required mutational events for creation of the indel. All gaps were weighted equally. Separate alignments were carried out for the subgen. Pinus and Strobus, for all the 32 Pinus taxa, and for all the 38 taxa, including the outgroups.
Phylogenetic analysis
Four kinds of phylogenetic analyses differing in the treatment of gaps were carried out. In the first analysis, gaps were treated as missing data, sequences across the gaps were included, and indels were coded as binary characters. In the second analysis, sequences across the alignment gaps were excluded, but each indel was coded as a binary character. In the third analysis, both sequences across the alignment gaps and the coded indels were excluded. In the fourth analysis, indels were excluded and only the point substitutions were included. Parsimonious analysis of the four data sets produced nearly identical topology. Thus, only the results from scheme 1 are presented in this paper. Maximum parsimony analysis was performed using the PAUP v. 3.1.1 program (Swofford, 1993
). Heuristic searches were performed with random sequence addition with 100 replicates, MULPARS, tree-bisection-reconnection (TBR) branch swapping, and ACCTRAN branch length optimization. All character states, including indels, were specified as unordered and equally weighted. To evaluate relative robustness of the clades found in the most parsimonious trees, bootstrap (Felsenstein, 1985
), consistency index (CI) (Kluge and Farris, 1969
), retention index (RI) (Farris, 1989
), and decay index (Bremer, 1988
; Donoghue et al., 1992
) were calculated. Decay indices were calculated using the AutoDecay program v. 4.0 (T. Eriksson, Department of Botany, Stockholm University, Sweden). The bootstrap analysis was conducted with simple sequence addition, 1000 replicates, and nearest-neighbor interchanges (NNI) branch swapping. Sequence divergence in different regions was computed as the average number of nucleotide differences per site between two sequences according to Nei (1987
; Eqs. 10.5 or 10.6, uncorrected p distance), and Jukes and Cantor (1969)
, using the DnaSP 3.0 program (Rozas and Rozas, 1999
). The distance matrices for all pairwise sequence combinations were analyzed with the neighbor-joining (NJ) method of phylogenetic tree construction (Saitou and Nei, 1987
) with 1000 bootstrap replications, using the program Clustal X (Thompson, Higgins, and Gibson, 1994
)
| RESULTS |
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The aligned sequence length for the matK region is 1076 bp, and it contains nine indels of different lengths (112 bp). Most of the indels (five out of nine) were introduced by the outgroups, and they are mainly located in the matK 3'-end and the 3'-flanking region. When only the 32 Pinus species are included in the alignment, the aligned sequence length is 1052 bp (Table 3). Two deletions in the matK 3'-flanking region, one of 6 bp and another of 1 bp, were found in the Asian members of subgen. Pinus, but not in P. merkusii and P. roxburghii (Table 4). In addition, an insertion of 6 bp and a deletion of 6 bp were found in the coding region of matK in P. canariensis and P. nigra, respectively. No alignment gaps were found among the taxa of subgen. Strobus. Among the nine indel characters, only three are phylogenetically informative (Table 4).
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The spacer between rpl20 and rps18 proved to be the most length-variable region among the four analyzed in this study. Our sequence for this region covers half (186 bp) of the rpl20 gene (360 bp), the spacer in between (256 bp), and half (134 bp) of the rps18 gene (303 bp), between positions 31383 and 31958 on the P. thunbergii cp genome. The sequence length varied between 555 bp in subgen. Strobus to 590 bp in A. numidica. The aligned sequence length is 608 bp (Table 3). Nineteen gaps of 120 bp were found in the aligned sequences, but only six are informative (Table 4). All the gaps, except for a 4-bp insertion in A. numidica, a 6-bp insertion in C. argyrophylla, and a 20-bp deletion in subgen. Strobus within rpl20, were found in the spacer region between the rpl20 and rps18 genes. Subgenus Strobus differed from subgen. Pinus by having a 20-bp deletion at the 3'-end of rpl20 and a 1-bp deletion in the spacer region (Table 4). No length variation was found within subgen. Strobus. Within subgen. Pinus, five gaps of 15 bp were introduced into the spacer by including P. merkusii, P. pinea, and P. canariensis. The other gaps were introduced by the addition of the outgroup species.
Sequence divergence
For P. krempfii, P. peuce, and P. wallichiana each region was sequenced for two individuals. The two samples of each species gave identical sequences on all the four regions analyzed. The other taxa were each sequenced using one individual. All the 148 sequences (37 OTUs and four sequences each) reported in this paper will appear in the DDBJ/EMBL/GenBank nucleotide sequence databases with accession numbers from AB019794 to AB019941 (Table 1).
Sequence variation in each region is summarized in Table 3. When all the 32 Pinus species were compared, 57 variable sites were found in the rbcL region, 91 in the matK region, 16 in the trnV intron, and 32 in the rpl20-rps18 region. The inclusion of the six outgroups introduced much additional variation to all the four regions. The variable sequence characters among all the 38 OTUs numbered 128 for rbcL, 208 for matK, 44 for trnV intron, and 102 for rpl20-rps18 (Table 3). When the four regions were combined, the total data matrix for the 38 OTUs consisted of 3570 sequence characters and 33 binary 1/0 indel characters. There were 482 variable sequence sites, of which 243 were phylogenetically informative. The 33 coded indels contributed an additional 11 informative characters (Table 3). The positions of these informative indels are presented in Table 4.
The average number of nucleotide substitutions for the four sequences analyzed in this study is presented in Table 5. In general, the sequence divergence is low across DNA regions and clades. The uncorrected distance and Jukes and Cantor (1969)
distance gave very similar results, thus only the Jukes and Cantor (1969)
measures are cited below. Comparison of nucleotide substitution rates among the four sequences between the two subgenera revealed similarly low divergence within each subgenus, except for matK, the sequence divergence for which in subgen. Pinus (0.0109) was 1.8 times higher than in subgen. Strobus (0.0061). The two noncoding regions did not show higher divergence than the two coding regions within each subgenus. Within subgen. Strobus, sequence divergences for rbcL (0.0063) and matK (0.0061) were similar, and both were higher than that for trnV intron and rpl20-rps18. However, within subgen. Pinus, sequence divergence for matK (0.0109) was much higher (2.7 times) than for rbcL (0.0041). When the two subgenera were combined, sequence divergence increased noticeably for all the four regions. The nucleotide divergence in genus Pinus for the trnV intron (0.0109) was lower than the divergence observed for the coding rbcL (0.0116) and matK (0.0220) sequences (Table 5). Sequence divergence in rpl20-rps18 (0.0197) was higher than in rbcL but lower than in matK. The matK sequence appears to have evolved 1.9 times faster than the rbcL sequence in Pinus. A similar pattern of sequence divergence was found among the six outgroups. Although the substitution rate was higher for rpl20-rps18 (0.0607) than for matK (0.0530), the matK region, as in Pinus, evolved two times faster than rbcL (0.0264) among the six outgroup genera (Table 5).
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| DISCUSSION |
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On the other hand, the matK gene has been often found to be more variable than other coding cpDNA sequences tested (Johnson and Soltis, 1994, 1995
; Soltis et al., 1996
; Plunkett, Soltis, and Soltis, 1997
; Xiang, Soltis, and Soltis, 1998
). Previous studies in angiosperms have shown that matK evolves much faster (23 times) than rbcL (Johnson and Soltis, 1994
; Soltis et al., 1996
; Plunkett, Soltis, and Soltis, 1997
; Xiang, Soltis, and Soltis, 1998
). Thus far, there has been no report on matK variation in gymnosperms. Our results provide the first information on this subject. The matK sequences analyzed in our study suggested there was a distinctly higher rate of evolution in this region than in the rbcL sequence, both within subgen. Pinus, and among different genera of Pinaceae. In addition, the variation of matK in Pinus was even higher than that of the noncoding regions. Surprisingly, however, within our samples of subgen. Strobus, unlike in subgen. Pinus, the matK diverged at a rate very similar to rbcL. One scenario that could explain this observation is uneven rate of divergence over time among lineages for different sequences. Another possible explanation is homogenizing sequence evolution within different lineages caused by differing types of recurrent mutations. The unequal evolution rate of different cpDNA sequences within and among lineages found in this study and the interspecific rate heterogeneity reported by Bousquet et al. (1992)
indicate that care must be taken when selecting sequence candidates for estimating branching dates.
An unexpected result from this study was the low sequence divergence of the two noncoding regions, especially within each Pinus subgenus. This was particularly manifest in the case of the trnV intron, which appeared to evolve slower than the rbcL sequence and contained only one 1-bp indel in the alignment matrix of the 32 Pinus species. The basis for the apparently slow evolution of this intron cannot be elucidated with our data.
Although the sequence divergence across the four DNA regions was generally low within each subgenus, a sharp increase was noticed when the two subgenera were combined. This can result from the differences in mutation sites between the two groups. Although both have similar mutation rates, individual mutations can occur in a different genome region in each group. As a consequence, a sharp increase in divergence would occur when we combine them, because one group contributes changes that do not occur in the other. In fact, this is the case for many of the mutations we observed in our data set, which further stresses the distinct split between the two subgenera.
Phylogenetic implicationsSubgenus Strobus
One of the most morphologically unique species in Pinus is P. krempfii, which is endemic to Vietnam. Morphologically it differs from all the other pines by having two flat leaf-like needles rather than typical pine needles (Lecomte, 1921, 1924
). Several specific morphological and wood anatomy features giving unusual combinations of characters have made classification of this taxon difficult (Chevalier, 1944
; De Ferré, 1948, 1953
; Buchholz, 1951
; Erdtman, Kimland, and Norin, 1966
). It has been suggested that the taxon may represent a link between the genus Pinus and other genera of the family Pinaceae such as Keteleeria and Pseudolarix (De Ferré, 1948, 1953; Mirov, 1967
). However, both previous cpDNA RFLP analysis (Wang, Szmidt, and Nguyen, 1999
) and the present sequence data do not support this hypothesis. The relationship between P. krempfii and Keteleeria and Pseudolarix is clearly remote. Chevalier (1944)
elevated this taxon to an independent monospecific genus in Pinaceae and named it Ducampopinus krempfii. Other authors, however, created a separate subgenus, Ducampopinus, in the genus Pinus to accommodate this taxon (De Ferré, 1953
; Gaussen, 1960
; Little and Critchfield, 1969
). In Pilger's (1926)
classification, the species was placed in the same subsection, Balfourianae, as P. aristata and P. balfouriana. Farjon (1984)
following the subdivision of Van der Burgh (1973)
placed P. krempfii in sect. Parrya, monospecific subsect. Krempfianae. Our previous analysis of cpDNA restriction site variation could only place this taxon in subgen. Strobus (Wang, Szmidt, and Nguyen, 1999
). In the present study, however, P. krempfii was found outside sect. Strobus and could not be placed in the subsect. Balfourianae; rather it seems to have a closer affinity to subsect. Gerardianae, as indicated by the matK and rbcL trees and the combined NJ tree. Taking into account its unique morphology, our results tend to support the placement of P. krempfii in the sect. Parrya, monotypic subsect. Krempfianae. Although by now the available molecular data clearly suggest the placement of P. krempfii in genus Pinus, subgen. Strobus, the evolution of its unique needle morphology remains to be explained.
Species representing subsects. Balfourianae and Gerardianae of the sect. Parrya were placed in two separate, strongly supported groups. Our results, similar to the conclusions of Perez de la Rosa, Harris, and Farjon (1995)
and Liston et al. (1999)
, also showed that this section is not monophyletic. The distinct character of these subsections has been recognized in most other phylogenetic studies (Strauss and Doerksen, 1990
; Wang and Szmidt, 1993
). It has been suggested that sect. Parrya represents the most ancient pines (Farjon, 1984, 1996
; Strauss and Doerksen, 1990
). Strauss and Doerksen (1990)
suggested that the ancestral species in Parrya are perhaps North American and gave rise to the Asian group subsect. Gerardianae, which then gave rise to the section Strobus. The position of P. krempfii revealed in the present study suggests the taxon might represent a link between sect. Parrya and sect. Strobus. According to Millar (1998
, and references therein) pine originated in the early-middle Mesozoic in middle latitudes. At the beginning of the Mesozoic, there was one landmass. By the early Jurassic, a northern super-continent, Laurasia, separated and began to drift from a southern continent. During the Cretaceous, the genus was already differentiated into the two subgenera, and pines were widely distributed throughout the Northern Hemisphere, indicating that wherever within middle latitudes they originated, their main route of migration was east and west. Cretaceous fossil records of sect. Parrya, especially Balfourianae and Gerardianae, are very poor, making it difficult to track the path of these pines. Nevertheless, our results support the ancient character of sect. Parrya, and the divergence between subsects. Balfourianae and Gerardianae seems very advanced.
The close relationship of subsects. Strobi and Cembrae has been revealed by several previous analyses (Strauss and Doerksen, 1990
; Govindaraju, Lewis, and Cullis, 1992
; Wang and Szmidt, 1993
). However, as in other phylogenetic analyses, further divisions among pines from these two subsections were not resolved in the present study. The two American species, P. strobus and P. monticola, from the subsect. Strobi were separated from Eurasian members of subsects. Strobi and Cembrae, indicating advanced divergence between Old World and New World soft pines as well as relatively recent diversification among the Eurasian taxa. Since only four North American pines were sampled in this study, patterns of divergence between North American and Eurasian pines cannot be generalized. A wider sampling of North American pines from different subsections would be necessary for such a comparison. In general, patterns of divergence among species within and between continents would largely depend on their origin and development history. Many of the extant pines were developed from scattered refugia throughout the Tertiary (Millar, 1998
). In the sect. Strobus clade, P. peuce was clearly separated from the remaining members, which suggests the species is distinctly different from others in this section. According to Klaus (1989)
, P. peuce is a small-cone relative of the Himalayan P. wallichiana and represents an Eurasian relic pine that has been isolated from other pines of subgen. Strobus since Tertiary times (Mirov, 1967
; Klaus, 1989
). However, from our sequence data P. wallichiana was clearly associated with other Asian soft pines, which together formed an unresolved group. Thus, the relationship between P. peuce and P. wallichiana requires further investigation.
Subgenus Pinus
Within subgenus Pinus, the 16 species excluding P. roxburghii were split into two strongly supported clades, one containing all Asian members of subsect. Sylvestres and P. nigra, and the other comprising all the Mediterranean pines of subsects. Sylvestres, Pineae, and Canarienses. The Himalayan P. roxburghii was found as a strongly divergent taxon from all the remaining hard pines. Based on analysis of the ITS region, Liston et al. (1999)
found P. roxburghii had a sister relationship to the American and Mexican pines of subsects. Ponderosae, Leiophyllae, Contortae, Oocarpae, Australes, and Attenuatae and that it was paraphyletic to the Asian and Mediterranean hard pines. The strong morphological resemblance of P. roxburghii to P. canariensis has promoted the classification of the two taxa into the same subsection, Canarienses (Little and Critchfield, 1969
; Farjon, 1984
; Klaus, 1989
). Klaus (1989)
suggested that P. roxburghii originated from Mediterranean ancestors of P. canariensis that followed the Tethys coast to the east and reached the Himalayan region in the Upper CretaceousLower Tertiary and led to the rise of P. roxburghii. On the other hand, Mirov (1967) suggested an eastern Asia origin for P. roxburghii, from where it purportedly migrated to the Himalayas via the mountain ranges that once extended from eastern Asia to the Caucasus and farther west. By this route, Mirov (1967)
suggested, the closely related P. canariensis reached the Canary Islands. The highly divergent character of P. roxburghii revealed by our present and other (Liston et al., 1999
) molecular evidence does not clearly support a Mediterranean descent for P. roxburghii, rather it suggests a very early split of the P. roxburghii lineage from the Mediterranean pines. Alternatively, P. roxburghii might represent an ancestral stock to the Eurasian hard pines.
In the clade comprising the Mediterranean pines, P. heldreichii was a sister species to the remaining members. Pinus heldreichii is an endemic species that grows in southern Italy and the Balkan Peninsula (Mirov, 1967
). By some authors this species is called P. leucodermis (Farjon, 1984
; Schirone et al., 1991
; Boscherini et al., 1994
). The taxonomic position of P. heldreichii remains uncertain, and it has seldom been studied at the molecular level (Schirone et al., 1991
; Boscherini et al., 1994
). In general, P. heldreichii is regarded as more closely related to P. nigra, P. sylvestris, and other Asian hard pines than to the true Mediterranean pines (Klaus, 1989
). Shaw (1914)
even considered it as a variety of P. nigra. However, chemical analysis revealed that P. heldreichii has a different terpene composition than P. nigra (Mirov, 1967
). Seed protein analysis revealed a "divider" position for P. heldreichii between Mediterranean pines and other members of subsect. Sylvestres, though it is more closely related to the Mediterranean taxa (Schirone et al., 1991
). Our present results clearly support a distinct taxonomic status for this rare and endangered pine and its close affinity to the "true" Mediterranean pines.
Within the Mediterranean pine clade, P. halepensis and P. brutia formed a highly supported (98% on both NJ tree and consensus tree) group. The clear resemblance in their seed protein profiles (Schirone et al., 1991
), and allozyme patterns (Conkle, Schiller, and Grunwald, 1988
) and their ability to hybridize in nature (Panetsos et al., 1997
) all indicate a close relationship between the two. Pinus brutia is even described as a variety of P. halepensis by some authors (Farjon, 1984
). Allozyme (Conkle, Schiller, and Grunwald, 1988
) and morphology (Frankis, 1993
) studies have suggested that P. halepensis is derived from a P. brutia-like ancestor and that P. brutia has retained greater ancestral variation, showing affinities not only to P. halepensis but also to other Mediterranean pines, e.g., P. pinaster and P. canariensis (Frankis, 1993
). Our present results support this suggestion.
Pinus pinaster, P. pinea, and P. canariensis formed one group, albeit with weak (<50%) bootstrap support. Pinus pinea is considered by many authors as an enigmatic and isolated species (Mirov, 1967
; Klaus, 1989
). Traditionally, P. pinea is placed in the monotypic subsect. Pineae (Little and Critchfield, 1969
; Farjon, 1984
). However, our present results do not reveal such a distinct separation of P. pinea from other Mediterranean pines. Klaus (1989)
noted that P. pinea, P. pinaster, and P. canariensis share many cone and vegetative characters. Frankis (1993)
combined P. pinaster, P. canariensis, P. halepensis, and P. brutia into one subsection, Pinaster, but both authors still placed P. pinea in a separate subsection. Our present results lend additional support to the grouping of these species into one subsection, Pinaster, suggested by Frankis (1993)
, but indicate that P. pinea may also belong to this subsection.
The Asian members of the subsect. Sylvestres formed a strongly (94% on the NJ tree and 87% on the consensus tree) supported monophyletic group that is clearly separated from the Mediterranean clade. In this clade, P. merkusii appeared as strongly diverged from all the other members (Fig. 2). Morphological, chemical, and population studies have revealed that P. merkusii is very different from other neighboring Asian hard pines (Cooling, 1968
; Weissmann and Lange, 1987
; Szmidt, Wang, and Changtragoon, 1996
). Its distinct separation from the rest of the Asian members of subsect. Sylvestres at the molecular level was first reported in a study based on cpDNA restriction site data (Wang and Szmidt, 1993
) and was further confirmed by a recent analysis of the nuclear ITS region (Liston et al., 1999
). It appears that the distinct character of P. merkusii is a result of an early separation and prolonged isolation of this species from other Asian members. During the Jurassic and Cretaceous periods, tropical pines were present in southeastern Asia (Mirov, 1967
). It is possible that P. merkusii has continued to develop in this region ever since, while the other extant pines migrated to and developed in southeastern Asia not earlier than the Tertiary (Mirov, 1967
). Considering all these lines of evidence, it appears that P. merkusii could be excluded from subsect. Sylvestres. A similar suggestion was made by Frankis (1993)
. Based on the similarity of cones of P. merkusii and P. brutia, Frankis (1993)
placed the former species in subsect. Pinaster together with other Mediterranean pines. On our rbcL and trnV intron trees the position of P. merkusii appeared uncertain. On the rpl20-rps18 tree this taxon was grouped together with P. pinea and P. canariensis. However, on the matK tree and the combined sequence tree, P. merkusii was placed in the same clade as other Asian members of subsect. Sylvestres. Thus, the classification scheme proposed by Frankis (1993)
is not fully supported by our combined sequence topology. We feel reluctant to express a strong opinion about its placement in subsect. Sylvestres or Pinaster. Taking into account inconsistent characters of the available morphological and molecular evidence, we believe that additional studies are necessary for its placement in subgen. Pinus.
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| FOOTNOTES |
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