 Research Article
 Open Access
 Published:
Environmental unpredictability and inbreeding depression select for mixed dispersal syndromes
BMC Evolutionary Biology volume 16, Article number: 71 (2016)
Abstract
Background
Mixed dispersal syndromes have historically been regarded as a bethedging mechanism that enhances survivorship in unpredictable environments, ensuring that some propagules stay in the maternal environment while others can potentially colonize new sites. However, this entails paying the costs of both dispersal and nondispersal. Propagules that disperse are likely to encounter unfavorable conditions, while nondispersing propagules might form inbred populations of close relatives. Here, we investigate the conditions under which mixed dispersal syndromes emerge and are evolutionarily stable, taking into account the risks of both environmental unpredictability and inbreeding.
Results
Using mathematical and computational modeling, we show that high dispersal propensity is favored whenever environmental unpredictability is low and inbreeding depression high, whereas mixed dispersal syndromes are adaptive under high environmental unpredictability, more particularly if inbreeding depression is small. Although pure dispersal is frequently adaptive, mixed dispersal represents the optimal strategy under many different parameterizations of our models, indicating that this strategy is likely to be favored in a wide variety of contexts. Furthermore, monomorphic populations go inevitably extinct when environmental and genetic costs are high, whilst mixed strategies can maintain viable populations even under very extreme conditions.
Conclusions
Our models support the hypothesis that the interplay between inbreeding depression and environmental unpredictability shapes dispersal syndromes, often resulting in mixed strategies. Moreover, mixed dispersal seems to facilitate persistence whenever conditions are critical or nearly critical for survival.
Background
Organisms exist in everchanging environments and need to surmount the challenges posed by external variability. When environmental conditions change unpredictably in time, the appropriate measure of evolutionary success is not the average fitness across generations but its geometric mean [1]. This is because population growth is an inherently multiplicative process that is very sensitive to occasional extreme values [2]. Thus, if organisms cannot accurately predict or detect the most likely environment their offspring will experience, they should hedge their bets by producing a range of progeny phenotypes [3].
Seed dispersal enables plants to distribute their progeny in different environments, minimizing the probability that all of the seeds will end up in a single, unfavorable site. Dispersal is expected to be particularly beneficial when environmental conditions change unpredictably in time [4, 5]. However, dispersal entails a high risk, as dispersers are largely exposed to environmental contingencies. Consequently, it has been posited that mixed dispersal strategies might emerge to accommodate the risks of dispersal while still ensuring some of its benefits. Several authors have supported this view and argued that the production of progeny with contrasting dispersal abilities by a single maternal genotype constitutes an instance of bethedging in heterogeneous environments [5–9].
In addition to enabling the sampling of different environments, dispersal away from the maternal site maximizes the probability of individuals encountering mating partners of diverse genetic background. Conversely, locally dispersing individuals are more likely to mate with relatives which would result in the production of inbred progeny [10, 11]. Therefore, the avoidance of inbreeding depression and kin competition is expected to be a primary force in the evolution of dispersal strategies [10–13]. Since kin competition and inbreeding avoidance are not independent, dispersal selection can be summarized as a dynamical balance between the avoidance of inbreeding and the risks of dispersal. However, to the best of our knowledge this has never been explicitly modeled.
A paradigmatic example of mixed dispersal syndromes is that of “heterocarpic plants” which produce different types of fruits that vary in their intrinsic dispersal propensity [8, 14–16]. In many cases, the different dispersal phenotypes are produced by flowers that differ in their mating. For instance, there are some plants (called “amphicarpic”) that produce aerial chasmogamous (i.e., openpollinated) and subterranean cleistogamous (i.e., strictly selfpollinated) flowers. The seeds produced by aerial flowers disperse freely, while the underground seeds are not dispersed [16–19] (see Fig. 1). Although amphicarpy might seem a natural history oddity, this association between openpollinated flowers and dispersing seeds and selfing flowers and nondispersing seeds is an extreme example of the positive evolutionary correlation between high dispersal propensity and outcrossing and/or between selfing and limited dispersal, predicted by several authors [10, 11, 20–22].
Assuming that evolution is likely to favor this correlation between dispersal and the mating system, in the present paper we aim to understand the evolution of mixed dispersal strategies using amphicarpic plants as reference system. Because both the risk of environmental change and inbreeding are expected to shape dispersal strategies, we deem a theoretical framework that accommodates the two processes to be a useful contribution to the study of dispersal evolution. Our approach differs from previous studies of the correlation between dispersal and the mating system –most notably from that of [17]– in that it explicitly incorporates both environmental and genetic costs.
More specifically, here we develop computational individualbased models in which organisms live in a (discretized) twodimensional nonsaturated space. Our models are inspired by annual plants, i.e. by organisms with nonoverlapping generations, so all individuals die and are removed from the community at the end of each reproductive cycle (year). During their lives, individuals produce seeds that can either disperse or not with a probability controlled by parameter α that represents the. The resulting seeds are established or not depending stochastically on changing environmental conditions as well as on their level of inbreeding. As a first approach, we consider a simple, reductionist case that can be assimilated to amphicarpy: plants produce two types of seeds that differ both in their propensity for dispersal (dispersing versus nondispersing) and in their level of inbreeding (outcrossing versus selfing). In this case, we posit a perfect association between dispersal and the mating system, i.e. dispersers outcross while nondispersers are the only ones suffering from inbreeding effects (we have also analyzed a variant of the model in which this perfect association is relaxed). In our approach, a maximum of one plant survives per site from one generation to the next, while some sites may become empty. After many generations, the system reaches a stationary density of plants, ρ, which can be zero (i.e., result in extinction) if the population is not viable. In such cases, we measure the average extinction time, T. By measuring ρ and T, we can determine which level of dispersal propensity α leads to the best possible outcome, i.e. maximal density and/or longest extinction times. As a second step, we implement evolutionary algorithms in which each plant is equipped with its own value of α, which is transmitted with small mutation to its offspring. This type of genetic algorithm selects automatically the best parameter (dispersal propensity in our case) values as evolutionary stable because favored individuals propagate rapidly and do not allow other solutions to spread in the population.
The results of these models show that the specific strategy that is selected for depends on the interplay between inbreeding depression and environmental variability, although mixed dispersal seems to be more favorable and robust under many circumstances.
Methods
Model implementation
We present a simple and parsimonious individualbased model in which a population of plants develops in time through the processes of birth, reproduction, competition, and death (Fig. 2). Each individual/plant lives at a fixed site on a twodimensional square lattice of size L×L. Periodic boundary conditions are assumed to minimize contour effects. In order to account for local competition for resources and space, occupancy is restricted to a maximum of one plant per site, and the lattice is typically not fully occupied.
At each discrete timestep t –which represents a reproductive cycle, i.e. one year in the case of annual plants– all occupied lattice sites are emptied, i.e. generations are assumed to be nonoverlapping, and new plants emerge from existing seeds following some dynamical rules that we specify in what follows. Each individual plant produces the same, fixed, number of seeds, n, but these can be of two different types/morphs: “dispersing” and “nondispersing”, respectively. Dispersing seeds travel to arbitrarily distant sites –for simplicity, we assume that they can end up randomly in any location within the lattice– whereas nondispersing seeds can only stay in the maternal or adjacent sites. Importantly, we do not address spatial heterogeneity explicitly, and all sites away from the maternal one are assumed to be equivalent (i.e., sites can be of two classes local or “internal”, occupied by non dispersing seeds or “external”, where dispersing seeds might land). The relative fraction of the two morphs is modulated by the dispersal propensity parameter α: with probability α, each of the produced seeds is dispersing, or, complementary with probability 1−α, nondispersing. Initially, we take α as a constant, while allowing for variability in other model parameters (e.g., the degree of inbreeding depression and environmental variability). In a second step, we study the case in which α is dynamically selftuned in the community.
Even if, for the sake of simplicity, we assumed that the reproductive output –i.e. the total number of seeds produced by each individual plant– is constant, fitness differs among maternal plants because the probability of establishment is constrained by environmental conditions and inbreeding depression and thus the actual contribution to the next generation is individualdependent.
Each morph follows a different type of dynamics:

Dispersing seeds establish at a randomly selected site with a probability p _{ext}(t)∈[0,1] –which is a fluctuating random variable assumed to depend upon changing environmental conditions, such as rain, temperature, predation, etc. and to be equal at each time step for all sites in the lattice– or, alternatively, they can be lost with complementary probability 1−p _{ext}(t). For simplicity, we take p _{ext}(t) to be an uncorrelated random variable –freshly extracted at each discrete time step– with uniform distribution in \([\bar {p}_{\text {ext}}\sigma, \bar p_{\text {ext}}+\sigma ]\) with the constraint that \(\sigma < \min (\bar p_{\text {ext}}, 1\bar p_{\text {ext}})\).

Nondispersing seeds are assumed not to be influenced by temporal environmental variability, but to suffer from inbreeding depression. In particular, individual plants are equipped with an individual quality parameter q, which is inherited by the seeds they produce. The actual establishment probability of nondispersing seeds is q×p _{int}, with maximum p _{int}. The quality q modulating the establishment probability is set initially to q(t=0)=1 for all individuals in the community, but it is reduced by a factor (1−δ)<1 every time there is selfing (i.e., a reproductive event resulting in a nondispersing seed), or instead, it is reset to q→1 by outcrossing, i.e., when a plant ensues from a dispersing event.
After all reproductive and possible establishment events, at each timestep (year) only one seed is randomly selected (with homogeneous probability) for reproduction at each cell with one or more established seeds, while the rest are removed from the community; if there is no seed in a cell, it is left empty.
Model extensions and robustness
The described model is a parsimonious one, restricted to the simplest syndrome (perfect and immediate association between dispersal and mating) and limited by important assumptions: temporal environmental variability affects only dispersing seeds and the genetic load is completely eliminated after a single outcrossing event. To test the robustness of our results against these restrictions, we also explored variants of the model in which each of them has been relaxed. These results are presented in detail in the Additional file 1. In the work shown as Additional file 1: S1 the model was modified to eliminate the perfect association between dispersal and mating. In this variant, plants still produce two types of propagules, but inbreeding depression is derived as a function of the proximity to relatives. In this case, we assume that mating occurs between individuals that are spatially close and inbreeding depression ensues from the mating between individuals that are genetically related. In Additional file 1: S2 we analyzed another variant of the model in which recovery from inbreeding depression is only partial and not perfect after a single outcrossing event. In this case, the “genetic quality” of seeds has its own dynamics in time depending on the type of mating (see Additional file 1: S2). Lastly, in Additional file 1: S3, we present a more complex approach in which the influence of environmental noise on the probability of establishment of nondispersing seeds is also taken into account. Albeit all these extensions modify the results in different ways, the main conclusions are always similar and match those derived from the more basic, initial model. Consequently, and for the sake of simplicity, this is the focus of the analyses presented in the main text.
Computer simulations and analyses
Given that all our computer simulations are run considering finite and closed populations, extinction is always possible –even in cases with a relatively high stationary density (i.e., big population sizes)– as a consequence of demographic fluctuations, and once all individuals have disappeared from the community, the system reaches a stationary state and remains quiescent indefinitely. States with a nonvanishing stationary density are thus not truly stationary, fluctuations may always lead them to extinction; for this reason the term “quasistationary” is used in reference to steady states of realizations that have not fallen into the quiescent (also called “absorbing”) state [2].
Extinctions can then be classified in two different categories:

Deterministic extinctions, which occur unavoidably after a given characteristic time (which grows slower than linearly with system size). When this occurs, the system is said to be in the “absorbing” phase.

Accidental extinctions, which correspond to catastrophic demographic fluctuations, the probability of which rapidly (exponentially) decreases with system size. These only occur –as a result of finite population size– when the system is in its “active” phase, and is also characterized by a nonvanishing (quasi)stationary density of individuals ρ≠0.
In order to determine –for a given set of parameter values– in which phase lies the system, we measured computationally the meanextinction time T as a function of the linear system size L. T grows exponentially or algebraically with L in the active phase, while it converges asymptotically to a constant value in the absorbing one. Additionally, to measure the quasistationary density in an efficient way, we reactivated any iteration reaching the quiescent state (i.e., extinction) by setting it to a very small but non zero density (i.e., reintroducing by hand a few individual plants in the community). In particular, we verified that reseeding the system with introducing any number of plants between 2 and 10 did not significantly affect the results. The reintroduced individuals had in every case the same dispersal propensity α of the last survivor before extinction. Albeit admittedly adhoc, this computational trick leads to very similar results than other more sophisticated exact methods [23] (in fact, our method can lead to slight numerical differences with respect to more accurate methods, but we have explicitly verified that these remain nonsignificant for the phenomenology presented here).
Our working hypothesis is that, in temporarily unpredictable environments or when inbreeding depression is significant, mixed dispersal strategies (0<α<1) might lead to higher individual fitness than either of the single phenotype syndromes. To test this, we first developed a preliminary study of the stationary density ρ for different values of the dispersal parameter α, while keeping all other parameters fixed. We find that for each choice of parameters, there exists a specific value α ^{∗} for which the population density is maximized. If this optimal value takes an intermediate value between 0 and 1, the optimal strategy is mixed.
Additionally, we implemented an evolutionary approach in which α is not a constant, kept fixed across the whole population and across generations but an inheritable trait/variable. In particular, we defined a genetic algorithm similar to that of [24, 25] in which each individual has its own dispersal syndrome, as encoded in a specific value of its parameter α; this value is transmitted to its progeny with a stochastic (Gaussian distributed) variation of zero mean and ν standard deviation. In biological terms, ν can be understood as the rate of mutation, recombination and other sources of variation in heritable traits across generations (referred to as mutation rate hereafter). In this evolutionary version of the model, individuals with low fitness tend to become extinct, while the space they leave empty becomes progressively occupied by fitter individuals (individuals with a higher probability of establishment). The outcome of this evolutionary dynamic is a population with some averaged (quasi)steadystate density, ρ, and a welldefined average value of α across the community, that we call \(\bar {\alpha }\), and some variance around these mean values. Admittedly, this modeling exercise does not represent a realistic evolutionary process. However, it provides an effective and dynamical approach to study how individuals in the population selfoptimize their dispersal strategies across generations as a result of competition and mutation.
Results
Single phenotype cases: α=0,1
As a first step, we studied the behavior of the population when it exhibited any of the two singlephenotype syndromes, i.e. when all the individuals presented the same, homogeneous dispersal morph, in our formulation expressed by a fixed dispersal propensity parameter of either α=1 or α=0, for purely dispersing and nondispersing populations, respectively. Then, we computed through numerical simulations (starting from a fully occupied lattice) the stationary population density, ρ, as a function of the parameters determining the probability of establishment, environmental unpredictability and inbreeding depression: \(\bar p_{\text {ext}}\), the probability of establishment away from the maternal site and σ (environmental heterogeneity) for the purely dispersing morph (α=1) and p _{int}, the probability of establishment within the maternal site and δ (inbreeding depression) for the nondispersing morph (α=0). In most of what followed, we fixed for convenience the original establishment probabilities for both types of seeds to be identical, \(p_{\text {int}}=\bar {p}_{\text {ext}}\), but our main results do not change, at least qualitatively, for asymmetric values of establishment probabilities (note that identical arithmetic means do not imply identical geometric means, which are more relevant in the long term; see Additional file 2: Appendix).
The left panel of Fig. 3 shows the stationary density ρ for the pure nondispersing syndrome (α=0). In the absence of inbreeding depression (δ=0), there is a critical point located at \(p_{\text {int}}^{c} \simeq 0.24\). However, for any nonzero inbreeding depression (δ>0), the purely nondispersing phenotype α=0 is doomed to extinction regardless of the establishment probability p _{int}.
Figure 3 (right panel) illustrates the stationary population density for the dispersing syndrome (α=1) for different choices of the environmental parameters \(\bar p_{\text {ext}}\) and σ: a continuous phase transition separates an absorbing phase (region above the dashed line) in which the population becomes (deterministically) extinct and an active one, in which a nontrivial steady state is reached (region below the dashed curve). In the absence of temporal environmental variability (i.e. σ=0) the critical point at which the phase transition occurs lies at a critical establishment probability \(\bar {p}_{\text {ext}}^{c}(\sigma =0)=1/n=0.20\) (i.e. when persistence is ensured by the production on average of one viable offspring by each maternal individual): large probabilities p _{ext} entail nontrivial steady states, and small ones lead ineluctably to extinction. Similarly, as σ increases larger establishment probabilities are needed to sustain a viable population.
Measurements of averaged extinction times were used to confirm the location of the critical lines in both cases. Furthermore, the critical lines can be calculated analytically (Additional file 2: Appendix).
Although the two singlephenotype cases are overly simplistic and results are somewhat predictable, they provide a useful reference to frame the dynamics of mixed strategies.
Mixed dispersal syndromes
As a second step, we explored how the stationary density, ρ, changes as a function of the dispersal propensity parameter α for various environmental and inbreeding conditions (i.e. for different values of σ and δ). Results are summarized in Fig. 4 (again, simulations were run fixing \(\bar p_{\text {ext}}=p_{\text {int}}\)). First, it can be noticed that, in the absence of environmental variability (for σ=0), the stationary density grows monotonically with α, indicating that the purely dispersing syndrome leads to higher population densities. This might seem surprising, especially in the case δ=0 as both strategies are controlled by the same establishment probability. However, given that, in general, the system is not saturated, dispersal tends to be favored because it enables the colonization of new sites, ultimately leading to larger population densities.
As the value of σ increases, the density attained by populations exhibiting the purely dispersing syndrome decreases whereas populations with mixed syndromes (intermediate values of α) reach larger stationary densities than the pure dispersal strategy. The relative advantage of mixed syndromes is even more conspicuous when inbreeding depression is also significant (δ>0). For instance, for δ=0.025 and σ=0.125, the curve is nonmonotonous and has a paraboliclike shape, with local minimal densities at α=0 and α=1 and with a maximum at α ^{∗}≈0.7.
Moreover, we observe a broad region in parameter space (\(\delta >0,\sigma \gtrsim 0.2\)) where the population becomes extinct when individuals spread through either of the single phenotype syndromes but it can survive with nonvanishing densities when the dispersal syndrome is mixed.
Extinction times
To confirm the positive effect of mixed dispersal strategies, we performed the following computational experiment: we adjusted the values of environmental heterogeneity and inbreeding depression (the free parameters of our model) to be σ=0.25 and δ=0.05 to make both purely dispersing and purely nondispersing syndromes nonviable on the long term, leading ineluctably to extinction. Starting from a fully occupied system, ρ=1, we computed the mean extinction time for different values of α and various linear system sizes L. Results are shown in Fig. 5. Figure 5 (upper panel) shows the averaged extinction time T as a function of α for system sizes L=8,16,32,64 and 128. In all cases, larger systems have longer extinction times. However, although T barely varies for single phenotype syndromes (α=0,1), extinction times rapidly increase for populations exhibiting mixed dispersal syndromes (e.g. α=0.5). Figure 5 (lower panel) illustrates the extinction time as a function of the system size for values of the dispersal parameter α=0,0.25,0.5,0.75 and 1. While single dispersal syndromes (α=0,1) exhibit a slowerthanlinear dependency (concave function on a loglog scale), extinction times increase exponentially for mixed dispersal syndromes (convex function on a loglog scale). In biological terms this means that, even in cases where a population consisting only of purely dispersing or purely nondispersing individuals would go extinct in a relatively short time because of environmental or genetic constraints, mixed dispersal can facilitate population persistence, enabling survival for exponentially large times.
Finally, we used a mathematical calculation to understand how mixed dispersal syndromes facilitate higher population densities and much longer extinction times. These analyses are described in detail in the Additional file 2: Appendix. In a nutshell, we computed –in the simplest possible scenario– the averaged exponential growth rate for small population densities, G, as a function of dispersal propensity, α. In this case, the (nonlinear) effects of competition and saturation can be safely neglected, rendering the calculation amenable to exact analytical solutions. The sign of G determines whether the population tends to shrink and disappear (G<0), or, instead, to grow and survive (G>0). Our results show that G(α) is a nonlinear function such that, even for parameter values for which both single dispersal syndromes would lead to extinction (G(α=0,1)<0), some mixed syndromes can result into a positive growth rate (G(α)>0), allowing for longterm persistence [26]. Thus, even if for a specific, limited case, our mathematical analysis fully supports the computational findings above.
Evolutionary stable strategy (ESS)
In the evolutionary version of the model, the dispersal propensity parameter α evolves as a consequence of the dynamics of the system. Here, each individual plant has its own value of α, which is transmitted to its progeny (i.e. to each seed, then to the new plants) with a small Gaussian mutation with zero mean and standard deviation ν, imposing that α=0 (resp. α=1) whenever α<0 (α>1).
Initially (at time t=0), all plants are considered to have α=1/2. At each generation, P(α,t) is dynamically modified and, eventually, achieves a stationary shape P(α,t→∞), identified with the dispersal evolutionary stable strategy (ESS). At this point, we compute the stationary density of the population and the meanvalue of α from such a distribution, that we call \(\bar {\alpha }\). Runs that led to accidental extinction were reactivated with a few individuals (any number from 2 to 10) with a value of α chosen at random from those of the generation immediately preceding extinction. After verifying that stationary values of density ρ and α were largely independent of ν (if ν is sufficiently small) we fixed ν=10^{−3}.
Results for the mean density and mean value of α are shown in Fig. 6 (upper and middle panel, respectively). Populations can only be viable (i.e., stay within the active phase to the left of the dashed line representing the critical transition) under certain combinations of environmental variability and inbreeding depression. The ESS always leads to nonsaturated populations (ρ<0.4) and is provided by dispersal syndromes that vary from mixed to fully dispersing (\(\bar {\alpha }\) in the interval [≈0.35,1] in the active phase). These solutions have relatively small standard deviations (below 0.04) around their mean values, indicating that there is little heterogeneity in dispersal strategies across the population in the steady state. Remarkably, the values of \(\bar {\alpha }\) are very close to the optimal values of α ^{∗} that result in maximum population densities. In summary, our evolutionary models corroborated the optimality approach and indicated that selection should always favor populations that are either strictly dispersing or have mixed dispersal.
It is worth noting that, in principle, optimal values of \(\bar {\alpha }\) can be calculated even for populations in the absorbing phase. However, given that a true steady state does not exist in this case, the computed results could be influenced by the initial conditions imposed and the reseeding method. Although a detailed investigation of the dynamics of extinction could be interesting, the analysis of the phenomena within the absorbing region is beyond the scope of the present work.
As a final step, we tried to quantify the relative evolutionary advantage provided by mixed dispersal syndromes with respect to pure phenotypes. This was estimated as the difference between the steady state density of a population exhibiting the optimal dispersal strategy (ESS) and the maximum density attainable by a population exhibiting a purely dispersing syndrome: ρ ^{∗}−ρ(α=1). No comparison with the single nondispersal phenotype was computed because this strategy always leads to extinction, ρ(α=0)=0, for any nonzero value of inbreeding depression. Results for different environmental and inbreeding parameters values, σ and δ, are reported in the lower panel of Fig. 6. The increase in population density provided by the emerging optimal mixed syndrome is much higher in the lower right part of the Figure, i.e. for relatively small values of inbreeding depression (δ<0.05) and relatively large values of the environmental variability σ>0.2.
Discussion
The results derived from our models showed that dispersal syndromes can be the direct outcome of the interplay between inbreeding depression and temporal environmental variability. Depending on the specific strength of these two forces, the optimal dispersal syndrome can either ensure high dispersal propensity, very limited dispersal, or a mixed situation in which individuals employ a combination of both strategies.
According to our analyses, pure populations of nondispersers can only be viable on large timescales (i.e., reach nontrivial steadystate densities ρ>0) in the complete absence of inbreeding depression (δ=0). Similarly, temporal environmental variability reduce the steady state density of pure dispersing populations but, contrary to nondispersers, viable populations of dispersers can exist under a wide range of environmental uncertainty. Under rather generic conditions, populations with a pure dispersing syndrome tended to perform better than pure nondispersing populations. This result was not unexpected, as in the absence of environmental variability our model penalized nondispersal through inbreeding depression. However, it highlights the role of inbreeding depression in the evolution of dispersal, in agreement with the results obtained by other authors [10, 11, 22].
One of the goals of this work was to investigate whether it is possible for mixed dispersal strategies to emerge even in relatively spatially homogeneous environments. Our models did not include finegrained spatial heterogeneity, which is expected to favor the emergence of limited or mixed dispersal syndromes [27]. Moreover, we did incorporate a high level of temporal heterogeneity, which should select for dispersal [28]. In spite of these limitations, our results showed robustly that mixed dispersal can be favored under a wide variety of conditions.
Generally speaking, optimal dispersal strategies appear to be represented by mixed syndrome in which plants produce simultaneously dispersing and nondispersing seeds; populations with dispersal fraction 0.25<α<0.75 attained higher densities and were viable for longer whenever environmental conditions were highly fluctuating (i.e., for any σ≥0.2). Moreover, mixed dispersal appears to enable positive growth rate and long term survival even under conditions for which both single dispersal phenotypes would lead to extinction. This is congruent with the findings of Jansen and Yoshimura [29], who showed that populations can persist in an environment consisting of two sink habitats if offspring are randomly distributed over both of them. Our results support this idea and indicate that mixed syndromes can be advantageous due to the benefits of bethedging through multiple coexisting complementary strategies.
In all of our computational analyses, patch size was finite, and thus populations could go extinct –following stochastic demographic collapse– relatively easily. More importantly, according to our models, population extinction was unavoidable, regardless of patch size, whenever inbreeding depression or extreme environmental variability occurred. In particular, dispersing syndromes led to accelerated extinction if the population was subject to adverse environmental conditions for several generations. These situations might or might not take place in realworld scenarios, where metapopulation dynamics can buffer the effect of local extirpations through migration from other sources [30, 31]. However, our results showed that even in the absence of immigration, populations exhibiting mixed strategies had significantly longer extinction times, and these grew very fast with patch size. This result is likely contingent on temporal autocorrelation of the environment, and if the latter is positive, extinction is expected to be faster under unfavorable conditions for any given phenotype. However, even if no phenotype can guarantee unlimited survival in finite patches, expected extinction times are drastically enhanced if organisms display mixed syndromes.
The dynamical/adaptive version of our model also supported the hypothesis that populations with mixed syndromes are more resilient. In this version of the model, dispersal propensity was not fixed but rather dynamically selforganized to its optimal value. Results showed that mixed syndromes appeared to provide the highest population densities and the longest population lifespans. In our formulation, nondispersing had an intrinsic penalization for any nonnull value of inbreeding depression. In spite of this relative advantage of the dispersing phenotype, pure dispersal was found to be the evolutionary stable strategy only if environmental unpredictability was low, especially if inbreeding depression was also low. Other authors have predicted that mixed dispersal is adaptive in heterogeneous environments [8, 27, 32]. Our models indicated that this is indeed the case, but that the optimal dispersal strategy is also contingent on inbreeding depression, and that if the latter is significant, pure dispersers might have an advantage even in heterogeneous environments.
Even though both temporal environmental and genetic costs influence the evolution of dispersal, environmental variation appears be specially relevant for the emergence of mixed dispersal strategies, particularly when the requirement of a perfect association between mating and dispersal was released. According to our initial model, mixed syndromes provided the ESS under high temporal environmental unpredictability and/or low inbreeding depression. Moreover, under those same conditions they had a significantly higher fitness than any other alternative phenotype. When we generalized the model to release the association between the mating system and dispersal, results showed an even wider region in which mixed syndromes were favored, mostly due to the lesser influence of inbreeding depression. This result might be seen as contradicting the findings of the model put forward by [17]. These authors showed that mixed mating/mixed dispersal can become the ESS when each type of propagule provides a clearly different advantage; higher establishment in the case of nondispersing, inbred seeds and lower sibling competition in the case of outbred, dispersing seeds, and these predictions are independent of environmental variability. In our models, sibling competition and other kin selection mechanisms are implicitly incorporated into the inbreeding depression term (i.e., they can be regarded as deleterious consequences of being in close proximity to kin), while environmental variability affects the probability of establishment of dispersing seeds alone. Thus, our model partially corroborates Schoen and Lloyd’s findings [17]; mixed syndromes can be beneficial when there are simultaneous costs to dispersal and coexistence with kin. However, our predictions deviate from Schoen and Lloyd’s in that we anticipate a relatively wide range of conditions under which mixed dispersal can be selected for, and predict that, in the (near) absence of deleterious interactions with kin, costs of dispersal might be enough to select for mixed dispersal.
The purely nondispersing syndrome was never found to provide an ESS. Our initial formulation imposed a perfect association between dispersal and mating, which might have penalized nondispersers by making them necessarily more inbred. However, releasing this assumption did not increase the viability of nondispersal. Although relatively low values of α were observed under high environmental variation, they were always ≥0.25. This is somewhat surprising, as plants with monomorphic nondispersal syndromes do exist. For instance, there are several taxa that produce all their seeds underground (i.e., geocarpic) such as the peanuts (Arachis spp.), Trifolium subterraneum or Macrotyloma geocarpum and nondispersal has been shown to be an ESS by different models [27, 33]. According to these models, nondispersing phenotypes are adaptive whenever the probability of establishment away from the maternal site is lower than within the maternal site (i.e., whenever there is local adaptation). We have not explored in detail these scenarios in our models but we can anticipate that nondispersal syndromes could emerge as ESS by considering the extreme case in which \(p_{\text {int}} \gg \bar p_{\text {ext}}\) and inbreeding depression is negligible, δ≈0 or if the models allowed for purging or included a transmission advantage of selfing [34]. Clearly, the adaptive value of limited dispersal needs further investigation, even though these sort of phenotype is exceptional in nature [35].
Our conclusions might have been of course biased by the assumptions of the models, some of which are particularly constraining. Besides the perfect association between mating and dispersal which implies that only nondispersing seeds are affected by inbreeding, our initial model also assumed (i) complete release from genetic depression after a single outcrossing event, and (iii) an absolute buffering of nondispersing seeds from environmental change. To ensure the robustness of our results, we developed extensions of the model releasing each of these assumptions. These variants are included as Additional file 1 and show that the constraints do not seem to affect the main results significantly. In all cases, the optimal dispersal syndrome was determined by a tradeoff between the pressures imposed by environmental heterogeneity and those imposed by inbreeding, with mixed dispersal syndromes representing the ESS in a broad region of the parameter space.
Finally, it is important to note that the way in which we implemented evolutionary dynamics into our calculations provide just a simple way to define and measure ESS, and may be unrealistic. For instance, we assumed that both types of reproduction and dispersal have the same costs for the maternal plant and that the two types of propagules produce identical individuals in the absence of inbreeding depression or environmental variability. However, the empirical and theoretical literature have shown that nondispersing and dispersing propagules require different resource allocation from the mother plant and can produce different progeny [16]. Moreover, it is possible that mixed syndromes are not easy to develop. It could be expected that the mutations necessary to generate a mixed system, i.e., mutations from α=0,1 to α≠0,1 would have high pleiotropic costs and be hard to gain. This sort of functional polymorphism entails the coexistence of two distinct phenotypes within a single individual, each phenotype comprising a suite of traits (e.g., flower and fruit tissues, architectural traits, etc.) with their own development and maintenance particularities. However, a biologically plausible model able to incorporate these additional complexities is beyond the scope of the present work.
Conclusions
Our results show that, although dispersal can be selected for under a wide range of conditions, mixed dispersal syndromes should be favored by low inbreeding depression if nondispersing entails less variability in the probability of establishment. Moreover, mixed syndromes seem to ensure the viability of populations for longer periods of time, particularly when environmental and inbreeding risks are high.
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Acknowledgements
We are grateful to S. Pigolotti for helpful discussions and valuable suggestions. M.A.M. and J.H. acknowledge support from the Spanish MINECO Excellence project FIS201343201P (supported with European FEDER funds). J.H. thanks the support of the University of Padova (PRAT2014CPDA148037). R.R.C. was funded by the European Commission (MCIIF2011300026 ‘TEEOFF’) and the Talentia program (Junta de Andalucia/ EC  FP7; grant “Bethedging, tradeoffs and the evolution of seed dispersal and dormancy”).
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The authors declare that they have no competing interests.
Authors’ contributions
JH, RRC and MAM designed research; JH performed the simulations, JH and MAM did the analytical calculations; JH, RRC and MAM wrote the paper. All authors have read and approved the final version of the manuscript.
Additional files
Additional file 1
Supplementary Information. Generalizations of the model: (S1) absence of an explicit association between dispersal and mating, (S2) partial recovery with outcrossing and (S3) sensitivity of the nondispersing syndrome to environmental fluctuations. (PDF 1142 kb)
Additional file 2
Appendix. Analytical approach for the model. (PDF 216 kb)
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Hidalgo, J., Casas, R.R. & Á.Muñoz, M. Environmental unpredictability and inbreeding depression select for mixed dispersal syndromes. BMC Evol Biol 16, 71 (2016). https://doi.org/10.1186/s1286201606388
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DOI: https://doi.org/10.1186/s1286201606388
Keywords
 Bethedging
 Mixed mating
 Mixed dispersal
 Selfing
 Amphicarpy
 Heterocarpy
 Environmental noise
 Individual based models