Systematic Botany (2014), 39(2): pp. 662–675
© Copyright 2014 by the American Society of Plant Taxonomists
DOI 10.1600/036364414X680843
Date of publication 04/23/2014
Phylogenetic Analysis Reveals Multiple Cases of Morphological Parallelism
and Taxonomic Polyphyly in Lomatium (Apiaceae)
Emma E. George,
1
Donald H. Mansfield,
1,6
James F. Smith,
2
Ronald L. Hartman,
3
Stephen R. Downie,
4
and Cody E. Hinchliff
5
1
Department of Biological Sciences, College of Idaho, 2112 Cleveland Boulevard, Caldwell, Idaho 83605, U. S. A.
2
Department of Biological Sciences, Boise State University, 1910 University Drive, Boise, Idaho 83725, U. S. A.
3
Department of Botany, University of Wyoming, 1000 E University Avenue, Laramie, Wyoming 82071-3165, U. S. A.
4
Department of Plant Biology, University of Illinois at Urbana-Champaign, Urbana, Illinois 61801, U. S. A.
5
Department of Ecology and Evolutionary Biology, University of Michigan, 2071A Kraus Natural Sciences Building,
830 N University, Ann Arbor, Michigan 48109-1048, U. S. A.
6
Author for correspondence (dmansfield@collegeofidaho.edu)
Communicating Editor: Benjamin van Ee
Abstract—The genera Lomatium and Cymopterus, along with many others, form a group that has been referred to previously as the
perennial endemic Apiaceae subfamily Apioideae of western North America. This group of ecologically important and widespread species
has been the target of numerous systematic studies, but the evolutionary relationships among these species remain elusive. Here we show that
this confusion is due to high levels of morphological parallelism and homoplasy in the characters that have traditionally been used to define
them, a result that is concordant with previous studies of the group. We explore patterns of evolution in traditionally important morphologi-
cal characters using Bayesian stochastic character mapping on a phylogeny constructed from novel nrDNA and cpDNA sequence data for
96 specific and infraspecific taxa of the estimated 200 species in the group. We consider the implications of these results for taxonomic
classification, the evolution of morphologies, and the utility of these morphologies to delimit small and large clades. Lomatium concinnum
is newly combined as Cymopterus glomeratus var. concinnus and the new combination Cymopterus glomeratus var. greeleyorus is made.
Keywords—Classification, convergent evolution, Cymopterus, homoplasy, morphology.
One of North America’s largest endemic plant radiations
is also one of its least understood: the perennial, endemic
North American clade of Apiaceae subfamily Apioideae
(hereafter, the PENA clade). The PENA clade contains
approximately 200 species in 20 currently recognized genera
(Table 1), and the proper circumscription of these genera
has been the subject of much debate (Mathias 1928, 1930,
1938; Theobald et al. 1964; Downie et al. 2001, 2002). The
largest of the PENA genera are Lomatium and Cymopterus,
together containing over half of the group’s species. Both
are taxonomically challenging because of high levels of
species sympatry and extreme morphological variability
within many species.
Species of the PENA clade are ecologically important
across much of western North America. Most species (espe-
cially Lomatium and Cymopterus) occur in open habitats of
the Intermountain and Pacific West, and many are xeric-
adapted geophytes (Hartman 2000). Several related eastern
North America genera including Zizia, Taenidia, and Polytaenia,
are associated with more mesic meadow environments. The
combined range of the PENA genera covers most of North
America. The greatest species density, however, is concen-
trated west of the Mississippi River. Lomatium and Cymopterus
contain many species that are well-documented food sources
for animals including insects, gophers, sage grouse, and
grizzly bears (Mattson et al. 1990; Barnett and Crawford
1994; Thompson 1998), and both the tuberous roots and fruits
of some species were also once an important part of many
Native American diets (Hunn and French 1981). Several spe-
cies of Lomatium are of interest to modern medicine for
their antimicrobial and antiviral properties (McCutcheon
et al. 1997; Chou et al. 2006; Mukhtar et al. 2008).
In addition to its ecological and cultural significance, the
PENA clade is also of interest for its biodiversity. With its
approximately 200 species, this group represents one of the
most extensive endemic plant radiations on the continent,
comparable to others such as Lupinus L. (Drummond 2008;
Eastwood et al. 2008) and Castilleja Mutis ex L. f. (Tank
and Olmstead 2008, 2009; Tank et al. 2009). Like other such
radiations, the PENA clade is known for its high propor-
tion of narrowly endemic species, many of which are of
conservation concern (Cronquist 1992; Grimes and Packard
1981; Carlson et al. 2011a). New species continue to be
described on an almost yearly basis (Darrach et al. 2010;
Helliwell 2010; Carlson et al. 2011a, b; McNeill 2012).
Morphological evolution in the PENA clade is remark-
able, resulting in a great deal of variation both within and
among populations. Efforts to untangle the intricacies of
species relationships based on this morphology have met
with limited success (Coulter and Rose 1900; Mathias 1928,
1930, 1938; Schlessman 1984). The taxonomic boundary
between Lomatium and Cymopterus, for instance, has tra-
ditionally been defined by a morphological macrofeature:
Lomatium fruits are dorsally flattened with lateral wings,
whereas Cymopterus fruits generally are terete to dorsally
compressed with dorsal wings in addition to lateral ones.
This pattern, however, is not without exception. These incon-
sistencies have led some authors to question the value of
fruit characters for classification in this group (Cronquist
et al. 1997; Sun and Downie 2004, 2010a, b; Sun et al.
2004). Vegetative and floral characters show essentially
similar patterns, though often with even greater degrees of
variation (Hitchcock and Cronquist 1973; Schlessman 1984;
Cronquist et al. 1997).
Previous phylogenetic studies have confirmed suspi-
cions that the current morphological classification does not
reflect monophyletic groups within the PENA clade. Sev-
eral genera, including Cymopterus and Lomatium as they
are currently circumscribed, appear to define para- or poly-
phyletic assemblages (Downie et al. 2002; Sun and Downie
2004, 2010a, b; Sun et al. 2004; Carlson et al. 2011a). In fact,
previous studies have indicated high levels of homoplasy
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