Introduction

Hosta is a herbaceous perennial found in Japan, Korea, China, and southeastern Russia. They are the best-selling perennial in the USA and popular in Europe and Japan, and therefore of considerable economic importance.

Most dicotyledons and monocotyledons are basically built from three apical or meristematic layers named L1, L2, and L3 (Stewart and Dermen 1979; Lineberger 2000; Zonneveld 2007). Contrary to dicotyledons, in monocotyledons L1 contains chloroplasts and forms, sometimes extensively, the margin of the leaf. A hosta leaf consists of about nine cell layers. The three apical layers in the leaf are concentric, with two cell layers for the outer L1, two cell layers for the subepidermal L2, and four to five cell layers for the core L3 (Zonneveld 2007). The actual presence in Hosta of three apical layers in all organs but not the adventitious roots was demonstrated previously (Zonneveld 2007). All Hosta species are diploid (2–2–2) with 2x = 60, except H. clausa var. clausa, which is triploid (3–3–3), and H. ventricosa, which is allotetraploid (4–4–4) (Kaneko 1968; Zonneveld and Van Iren 2001). Changes in chromosome number can occur during growth or sexual propagation. Complete chromosome doubling results in polyploids (for example, 2–2–2 → 4–4–4); incomplete chromosome doubling results in ploidy chimeras (2–2–2 → 4–2–2). Ploidy chimeras, also designated cytochimeras and genetic mosaics, have different ploidies in at least one of the three genetic layers (Marcotrigiano 1997, 2001). Characteristically, ploidy chimeras and polyploid hostas have similar phenotypical traits. Compared with diploids, often leaves are thicker and broader and plants have shorter petioles and more upright foliage, and are slower growing. Also, differently colored leaf margins are significantly wider with brighter coloring. This is similar to what was found for ploidy chimeras of Azalea (De Schepper et al. 2001). Flowers of fully tetraploid hostas customarily are slightly larger and frequently more upright facing than partially tetraploid hostas.

The advantage of ploidy chimeras is that they can be followed in all tissues. This is in contrast to chloroplast chimeras that moreover require extensive histological analysis (Satina et al. 1940). Flow cytometry is a very convenient methodology for analysis of plant lineages, provided ploidy chimeras are available. In general, flow cytometry can only reveal differences in genome sizes of over 2%. As a consequence low levels of aneuploidy could not be excluded (Roux et al. 2003). However, it can be used to screen many plants in a short time, can be applied to any plant tissue, and gives information on all three apical layers. This is contrary to the time- and labor-consuming coloring of metaphase chromosomes for only root tips (representing L3) that are usually used for analysis.

DNA aneuploidy in Hosta was initially discovered in H. ‘Stitch in Time’ having an inferred ploidy of L1–L2–L3 = 4–2.5–3.6, a tissue-cultured sport from a tetraploid parent (Zonneveld et al. 2009). In a recent study, several other inferred aneuploids and aneuploidy chimeras in Hosta cultivars were found (Zonneveld and Pollock 2012, in press).

In this study 54 different sports, hybrids, and open-pollinated seedlings of Hosta ‘Sum and Substance’ were investigated. The amount of DNA per nucleus (nuclear DNA content or 2C value) was measured by flow cytometry with propidium iodide. Ploidies are inferred from comparison with the nuclear DNA content of the parent cultivar, the triploid H. ‘Sum and Substance’ with nuclear DNA content (2C) of 36.3 pg. This has been shown in Musa to agree with chromosome counts (Roux et al. 2003). Diploid Hosta species vary in nuclear DNA content from 17 to 26 pg (Zonneveld and Van Iren 2001), resulting in a range for triploids from 25.5 to 39 pg. Previously inferred ploidies in a random mix of aberrant hostas were investigated (Zonneveld and Van Iren 2000; Zonneveld 2007; Chamberlain 2008; Zonneveld et al. 2009; Chamberlain et al. 2011; Zonneveld and Pollock 2012, in press). This study specifically investigated ploidy distributions in L1, L2, and L3 layers of somaclonal variants and hybrids of one of the largest hostas: triploid H. ‘Sum and Substance’. We determined whether sports and hybrids of ‘Sum and Substance’ are triploids like ‘Sum and Substance’ or have chromosome losses or gains, and therefore are new important sources of Hosta cultivars. A recent study (Zonneveld and Pollock 2012, in press) revealed aneuploids and aneuploidy chimeras in somaclones of diploid Hosta cultivars.

Materials and methods

Plant material

Hostas were obtained from the collections of Thomas S. Carlson, HostasDirect, Roseville, Minnesota; Steven C. Chamberlain, Manlius, New York; C.H. Falstad III, Walters Gardens, Zeeland, Michigan; Marco Fransen, Fransen Hostas, Ter Aar, The Netherlands; James Schwarz, Jim’s Hostas, Dubuque, Iowa; Robert M. Solberg, Green Hill Farm, Franklinton, North Carolina; Mark R. Zilis, Q and Z Nursery, Rochelle, Illinois; and B.J.M. Zonneveld, NCB Naturalis, Herbarium Section, Leiden, The Netherlands. Care was taken to ensure correct identification of all material.

Flow cytometric measurement of DNA 2C value

For isolation of nuclei, about 1 cm of leaf or a few cm of root was chopped together with a piece of Agave americana L. ‘Aureomarginata’ as an internal standard. Chopping was done with a new razor blade in a Petri dish in 0.25 ml nuclei-isolation buffer (Galbraith et al. 1983) to which 0.25 mg RNase/ml was added (Zonneveld and Van Iren 2001). After adding 1.75 ml propidium iodide solution (50 mg PI/l in isolation buffer), the suspension with nuclei was filtered through a 30-μm nylon filter. The fluorescence of the nuclei was measured 0.5 h and 1 h after addition of propidium iodide, using a Partec CA-II flow cytometer. The optical path contained a HBO mercury lamp, filters KG1, BG12, dichroic mirror TK500, filter OG570, and a Leitz 50 × 1 water immersion objective. Data were analyzed by means of DPAC software (Partec GmbH). Fresh male human leukocytes (2C = 7.0 pg; 1 pg = 10−12 g = 0.978 × 109 base pairs) (Doležel et al. 2003) were chosen as primary standard (Tiersch et al. 1989). This yields 2C = 15.9 pg for nuclei of Agave americana L. The 2C DNA content of the sample was calculated as the sample peak mean, divided by the Agave peak mean, and multiplied with the amount of DNA of the Agave standard. Most samples were measured at least four times, each time with about 5,000 nuclei. Most histograms revealed a coefficient of variation of around 5%. The standard deviation for nuclear DNA content, using all relevant measurements, was about 2%.

Separate measurement of the three apical layers

To investigate the amount of nuclear DNA of cells of each apical layer, first a small piece of the center of the leaf was investigated. This covers all three apical layers L1, L2, and L3. A single peak in the histogram will appear if all three layers have the same amount of nuclear DNA. If there are two peaks, the highest of the peaks is L3 and the lower one is L1 or L2. This is because L1 and L2 each consist of two cell layers while L3 consists of five cell layers. If there is more than one peak, L1 and L3 are investigated separately. L1, forming the edge of the leaf, is easily recognized, especially in cultivars with a different colored edge. L3 is determined from the roots that are all adventitious in Hosta. For hostas it is found that about 25% of the root nuclei show endopolyploidy (Zonneveld and Van Iren 2000). Combining these results, one can determine the amount of DNA in each of the three layers. Inferred ploidy (=DNA ploidy, Suda et al. 2006) is then calculated in comparison with the nuclear DNA content and the ploidy of the parent cultivar.

Results and discussion

Tissue cultures of Hosta are started with an excised shoot tip and not multiplied via callus but via adventitious buds. After growing for a while in a greenhouse, those plants that show a commercially interesting deviation are selected. Sometimes circumstances in tissue culture are unnatural with high amounts or unbalanced concentrations of growth hormones. This might lead to a change in methylation patterns and chromosome breakage (Phillips et al. 1994). However, in general, the chromosomal order of the three layers is not easily disturbed in tissue-culture propagation of Hosta. This is shown by the tens of thousands of tissue-cultured periclinal chimeras identical to the original explants. Tables 1, 2, and 3 list the data on sports (vegetative progeny) and hybrids of ‘Sum and Substance’, inferred ploidy in the L1–L2–L3 layers, amount of nuclear DNA (2C value in picograms) measured for L1, L2, and L3 layers, and nursery source. Some hosta cultivars are grouped by lineage, such as first-generation sports and subsequent sports.

Table 1 Genome size and inferred ploidy of Hosta ‘Sum and Substance’ sports
Table 2 Genome size and inferred ploidy of Hosta ‘Sum and Substance’: crosses with species
Table 3 Genome size and inferred ploidy of Hosta ‘Sum and Substance’ progeny: crosses with cultivars and open pollination

Hosta ‘Sum and Substance’

Hosta ‘Sum and Substance’ is a popular cultivar with huge yellow-green leaves; clump height is often more than 1 m and width 2 m. ‘Sum and Substance’ is a hybrid, parentage unknown, registered with The American Hosta Society by Paul Aden in 1980. A possible origin of ‘Sum and Substance’ is as a seedling of the green Hosta montana f. macrophylla or Hosta ‘Elatior’ (as a nonreduced gamete) and a yellow sport of Hosta sieboldiana. This is in accordance with the size and the yellow-green color of ‘Sum and Substance’. There are at least 50 named sports and 30 named hybrids of ‘Sum and Substance’ from many breeding programs and open pollination. Of these, 56 are investigated here. In a previous study, ‘Sum and Substance’ was determined to have nuclear DNA content of 36.3 pg, congruent with it being triploid (3–3–3) (Chamberlain et al. 2011). This was confirmed by two new samples of ‘Sum and Substance’, from difference sources (Table 1).

Hosta ‘Sum and Substance’ sports

A (bud) sport is a shoot deviating from the parent plant. In Hosta it is mostly observed as a change in chloroplast pattern of the leaf. This change is often due to a chimeral rearrangement of the layers in the apical meristem (in a variegated plant) or to a somatic crossing-over between chromosomes in the apical meristem (in a heterozygous plant). It is rarely due to a mutation (best seen in a green plant). However, involvement of chromosome instability, unstable transposable elements, or epigenetic changes cannot be excluded, especially in sports that show a spotted phenotype. Table 1 gives data for 28 sports of ‘Sum and Substance’ divided into five groups. The first group lists first-generation sports of ‘Sum and Substance’ where there is no concomitant change in the nuclear amount of DNA. They are all triploid with 2C value similar to ‘Sum and Substance’. They were principally selected as having leaf coloring different from ‘Sum and Substance’.

The second group also is first-generation sports of ‘Sum and Substance’. However, nuclear DNA contents (2C) and the inferred ploidies indicate that they are aneuploids and aneuploidy chimeras that mostly lost DNA. The exception is H. ‘Eagle’s Nest’, an amazing hypertetraploid that gained DNA in L3 with L1–L2–L3 = 3–3–4.3. Such losses and gains might be due to the triploidy of ‘Sum and Substance’, aggravated by unnatural circumstances in tissue culture, leading to unbalanced mitoses (De Schepper et al. 2001).

Two accessions of H. ‘Sum Cup-o-Joe’ (#1 and #2) were plain triploid. However, the third one (#3) lost chromosomes and now has L1–L2–L3 = 2.8–2.8–2.8. This indicates that chromosome loss as such is not always recognizable in a cultivar’s phenotypic characteristics.

Exceptional also is the appropriately named H. ‘Sum of All’. It shows a different inferred ploidy in each of the three layers L1, L2, and L3 with 3–2.7–2.5. Further unusual is H. ‘Titanic’ with L1–L2–L3 = 3–2.8–2.8. Two layers are aneuploid, a result not found earlier in 124 other Hosta cultivars (Zonneveld and Pollock 2012, in press).

Three groups then follow with lineages of sports. H. ‘Final Summation’ is first generation of ‘Sum and Substance’. It has golden-yellow leaves with a wide dark-green margin. It gave rise to H. ‘Zero Sum’ with plain dark-green leaves. Both are aneuploid and have only slight DNA loss, with an inferred ploidy of 2.9 instead of 3 in each of the three layers.

The next group has H. ‘Lodestar’ as first generation. H. ‘True North’ is a sport of H. ‘Lodestar’ and a second-generation sport of ‘Sum and Substance’. H. ‘Follow Your Dream’ is also a sport of H. ‘Lodestar’ and also a second-generation sport of ‘Sum and Substance’. All three sports are aneuploid with H. ‘Lodestar’ having inferred ploidy of 2.7 and H. ‘Follow Your Dream’ and H. ‘True North’ having inferred ploidy of 2.9. This is peculiar as it shows an increase in the amount of DNA from a ploidy of 2.7 to 2.9. In the last group ‘Sum and Substance’ gave rise to H. ‘Sum it Up’ followed by H. ‘Friar Tuck’, which in turn is followed by H. ‘Buster’. All three sports are different. H. ‘Sum it Up’ is triploid like ‘Sum and Substance’, H. ‘Friar Tuck’ is an aneuploid chimera with L1–L2–L3 = 3.5–3–3 (Fig. 1), and H. ‘Buster’ is an aneuploid but with an inferred ploidy of 3.4 (3.5). H. ‘Friar Tuck’, with only L1 = 3.5, acquired the equivalent of half a chromosome set in sporting from ‘Sum and Substance’, going from triploid (L1 = 3) to L1 = 3.5. And in H. ‘Buster’ all three layers now have the extra half of a chromosome set sporting from H. ‘Friar Tuck’ to 3.5–3.5–3.5. This increase in total genome size could be due to an unequal partitioning of chromosomes during mitosis or to an increase with a full chromosome set to hexaploidy, followed by a loss of DNA. All three layers of H. ‘Buster’ seem derived from L1 of H. ‘Friar Tuck’.

Fig. 1
figure 1

Histogram of fluorescence intensity of nuclei from tissue of the center of the leaf of the chimeric aneuploid Hosta ‘Friar Tuck’ (ploidy is 3.5–3–3), derived from the triploid H. ‘Sum It Up’ (3–3–3). Total count was 5,092. 1. Agave americana (standard) 2. Layer L2 + L3 of H. ‘Friar Tuck’ 3. Layer L1 of H. ‘Friar Tuck’. The contribution of each layer was confirmed by measurements of the nuclei of the roots (=L3) and the leaf edge (=L1) (not shown)

Sometimes aneuploid and aneuploidy chimera have unusual phenotypic characteristics; For example, H. ‘Eagle’s Nest’ with the highest hypertetraploid L3 has cupped and puckered leaves with heavy substance. Leaves are green with wide golden-yellow margins, having short and thick petioles and less than half the size of ‘Sum and Substance’ leaves. In addition, the flowering habit is unusual: tight cluster of blooms on short scapes. H. ‘Lodestar’, the lowest hypotriploid sport with inferred ploidy of 2.7, has some characteristics similar to ‘Eagle’s Nest’. Its wavy green leaves with wide gold margins are smaller than ‘Sum and Substance’ leaves.

H. ‘Sum and Substance’ progeny: crosses with Hosta species

Table 2 gives data for eight accessions that are hybrids of species crossed with H. ‘Sum and Substance’. All have ‘Sum and Substance’ as pod parent.

These hybrids of ‘Sum and Substance’ often resemble the pollen parent. This can be explained by the fact that all Hosta species are smaller than ‘Sum and Substance’ and so are its hybrids. For hybrids crossed with species, the contribution of ‘Sum and Substance’ to the hybrid can be calculated. The amount of nuclear DNA (2C) for H. yingeri, H. pycnophylla, and H. plantaginea is 19.1, 22.2, and 24.7 pg, respectively (Zonneveld and Van Iren 2001). If it is assumed that the three genomes of ‘Sum and Substance’ are more or less equal in size, then each set would be 12.1 pg. Consequently, DNA contribution of ‘Sum and Substance’ in the hybrids varies from 16.6 in H. ‘Tossed Salad’ to 22.6 pg in H. ‘Nancy Gill’, both crosses with the same species, H. pycnophylla. This falls between the DNA amount for a single (12.1 pg) and a double genome (24.2 pg) of ‘Sum and Substance’. This does not mean, however, that actually whole genomes are involved; it could be any mix of chromosomes. The contribution of ‘Sum and Substance’ in these cases seems independent of the pollen species involved. Moreover, both hybrids are medium size and have blue–green to green leaves that are broadly ovate. Therefore the different contributions of ‘Sum and Substance’ in both plants are not reflected in the size or color of the plants. Gametes of a triploid plant are expected mainly to have anything between a single genome and a triploid genome, including aneuploid numbers. This will result in aneuploid hybrids. Originating from a single fertilized egg, all three layers in a seedling (hybrid) are identical, hence none is a chimera.

H. ‘Sum and Substance’ progeny: crosses with cultivars and open pollination

Table 3 lists data for 26 hybrids of H. ‘Sum and Substance’ that are mainly open-pollinated seedlings. Crosses of ‘Sum and Substance’ from open pollination show, in all investigated cases, loss of DNA compared with the mother plant. This is likely due to the haploidy of the gametes of the other parent. Ploidy from seedlings cannot be calculated when the pollen parent is unknown. Sports of ‘Sum and Substance’ can be compared with ploidy of the original (triploid) parent. However, for seedlings of ‘Sum and Substance’, the contribution of ‘Sum and Substance’, being triploid, to the seedlings is unknown. Therefore when the other parent is unknown too (i.e., is not a known species) there is no frame of reference to calculate the ploidy of the seedling. As initially stated, gametes of ‘Sum and Substance’ will mainly contribute an amount of DNA between 1 and 3 genomes. Hence, all hybrids in Table 3 are likely aneuploid as they vary in nuclear DNA content from 23.8 to 33.8 pg. This is less than the nuclear DNA content of 36.3 pg of ‘Sum and Substance’ alone; thus nonreduced gametes are not involved. Remarkable is H. ‘Metallic Sheen’ that has only 24.3 pg. One of the parents is H. ‘Elegans’, reportedly a sport of H. sieboldiana with 23.9 pg. If we suppose that H. sieboldiana contributes half of its DNA (11.95 pg), the contribution of ‘Sum and Substance’ would be 24.3 minus 11.95 = 12.35 pg, close to the amount of a single genome. On the other hand, Hosta BZ1004-6 with 33.8 pg likely contains nearly two genomes of ‘Sum and Substance’. Most of the chromosomes that stayed unpaired in the triploid ‘Sum and Substance’ during gamete formation were probably lost. Alternatively the proposed parents of ‘Sum and Substance’, H. montana and H. sieboldiana, could belong to the same Hosta species (Zonneveld and Van Iren 2001) and therefore their chromosomes will pair. Consequently, it cannot be excluded that trivalents (three meiotically paired chromosomes) are formed that upset the partition of chromosomes during gamete formation in ‘Sum and Substance’.

Conclusions

Crosses of H. ‘Sum and Substance’ with Hosta species, other cultivars, and open pollination result in loss of DNA, implying chromosome losses, compared with the original triploid. Arising from a single fertilized egg, these hybrids are only fully aneuploid and do not result in any chimeras.

Some aneuploid sports of ‘Sum and Substance’ exhibit an increase in genome size compared with the triploid value of ‘Sum and Substance’. This shows that also during mitosis unequal partitioning plays a critical role. This increase is not found in any of the hybrids of ‘Sum and Substance’, which is likely due to the haploidy of the gametes of the other parent. Sports of ‘Sum and Substance’ arising in tissue culture might seem to indicate abundant gains and losses, but undoubtedly aberrant forms were selectively named as cultivars among thousands of normal progeny. For interesting new somaclonal variants of ‘Sum and Substance’, it would seem best to use a cultivar such as H. ‘Buster’ (3.4–3.4–3.4) that has an increased amount of nuclear DNA in L2. Also tissue-culture propagation of H. ‘Eagle’s Nest’ (3–3–4.3) could even result in a tetraploid ‘Sum and Substance’.

Hosta ‘Sum and Substance’ lineages of sports and hybrids show that chromosome losses during sexual propagation and losses or gains during asexual propagation are an important source of new cultivars.