Frequently, in dioecious plants, female plants allocate more resources to reproduction than male plants. Therefore it is expected that asymmetrical allocation to reproduction may lead to a reproduction-growth tradeoff, whereby female plants grow less than male plants, but invest more in defenses and thus experience lower herbivory than male plants.
We tested these expectations by comparing resource allocation to reproduction, growth and defense and its consequences on herbivory in three sympatric dioecious Chamaedorea palms (C. alternans, C. pinnatifrons and C. ernesti-augusti) using a pair-wise design (replicated male/female neighboring plants) in a Mexican tropical rain forest. Our findings support the predictions. Biomass allocation to reproduction in C. pinnatifrons was 3-times higher in female than male plants, consistent with what is known in C. alternans and C. ernesti-augusti. Growth (height and leaf production rate and biomass production) was higher in male plants of all three species. Female plants of the three species had traits that suggest greater investment in defense, as they had 4–16% tougher leaves, and 8–18% higher total phenolic compounds concentration. Accordingly, female plants sustained 53–78% lower standing herbivory and 49–87% lower herbivory rates than male plants.
Our results suggests that resource allocation to reproduction in the studied palms is more costly to female plants and this leads to predictable intersexual differences in growth, defense and herbivory. We conclude that resource allocation to reproduction in plants can have important consequences that influence their interaction with herbivores. Since herbivory is recognized as an important selective force in plants, these results are of significance to our understanding of plant defense evolution.
Citation: Cepeda-Cornejo V, Dirzo R (2010) Sex-Related Differences in Reproductive Allocation, Growth, Defense and Herbivory in Three Dioecious Neotropical Palms. PLoS ONE 5(3): e9824. doi:10.1371/journal.pone.0009824
Editor: Anna Traveset, Institut Mediterrani d'Estudis Avançats (CSIC/UIB), Spain
Received: November 20, 2009; Accepted: February 26, 2010; Published: March 23, 2010
Copyright: © 2010 Cepeda-Cornejo, Dirzo. This is an open-access article distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Funding: This study was supported by Programa de Apoyo a Proyectos de Investigación e Innovación Tecnológica (PAPIIT) IN229002 (http://www.unam.mx). The National Council of Science and Technology of Mexico (CONACYT), the Posgrado en Ciencias Biológicas, Universidad Nacional Autónoma de México (UNAM), the Instituto de Ecología (UNAM) and the Dirección general de Estudios de Posgrado (DGEP-UNAM), provided financial support for graduate studies to V.C.C. Field work of R.D was supported by a CONACYT grant. The funders had no role in study design, data collection and analysis, decision to publish, or preparation of the manuscript.
Competing interests: The authors have declared that no competing interests exist.
The Resource Allocation Principle states that if resources are limited, two or more functions compete directly and an increase in resources allocated to one function will result in a decrease in resources allocated to the other(s) . In general, plants allocate resources among three major conflicting functions: reproduction, growth, and maintenance (i.e., metabolism or defense) . In general, natural selection should favor individuals exhibiting higher lifetime reproductive values. However, one reproductive event can have costs, and these are usually quantified as reduced future fecundity and/or survival  and reduced growth . This situation can be reflected, for instance, within individual plants. In Ilex aquifolium, the branches that produce fruits grow less than non fruiting branches , which demonstrates a tradeoff between growth and reproduction.
Dioecious plants (with staminate flowers produced on some plants and pistillate flowers on other plants) provide an excellent opportunity for examining the tradeoffs in resource allocation related to plant reproduction. In these species, resource allocation to reproduction is frequently asymmetrical between individuals of the two sexes . Typically, female plants allocate a greater fraction of their resources (commonly measured as proportional biomass) to reproductive structures than their male counterparts , , including some of our study species, Chamaedorea palms , . It is known that, in comparison to female plants, male plants produce more flowers , , which demand a significant use of nutrients , . However, when the full reproductive season is considered, female plants incur in a considerably higher investment in reproduction, largely due to the ripening of fruits and seeds , . In female plants of dioecious species deploying greater allocation of resources to reproduction than male plants, a tradeoff between reproduction and growth can occur, negatively impacting growth because part of the resources that could be used for the production of new leaves, stems and roots, are shifted to the production of flowers, fruits and seeds. In female plants investing a higher amount of nutrients (P, N, Mg, Ca) in reproduction than male plants, the decrease in nitrogen levels limits the production of new leaves , . Given this predominant tradeoff, female plants are expected to protect their limited growth potential against tissue loss via herbivory. Increased allocation to defense in female plants is crucial, and feasible, particularly if plants produce Carbon-based defensive compounds, a resource that is not so limited, in comparison to other scarcer nutrients . In contrast, male plants have a comparatively higher availability of resources that can be deviated to growth, rather than to defense. Increased growth in male plants does not demand a high investment in defense, as these plants can compensate for tissue lost to herbivory. Differences in resource allocation to deploy resistance and tolerance traits should result in differences in herbivory damage between sexual morphs: male plants should exhibit higher levels of herbivory than female plants , .
Resource allocation tradeoffs between reproduction and growth in female plants have been documented in a variety of species, including herbaceous plants, shrubs and trees (e.g., Silene alba: , Corema conradii: , Ilex aquifolium: , respectively). Independently of assessing differential reproductive allocation, some studies have shown that male plants of several dioecious species exhibit greater growth than female plants –.
In addition to the growth-reproduction tradeoff, there are reasons to expect a tradeoff between growth and defense. Some precursor molecules are needed for both synthesis of proteins and secondary (defensive) metabolites . Thus a tradeoff between growth and defense may be inevitable. Given that herbivory represents an important factor affecting plant fitness, anti-herbivore traits, such as secondary compounds , and physical defenses, such as trichomes  and toughness , , have been regarded as adaptive responses of plant species to deal with such challenges (see ). Therefore, in dioecious species, patterns of differential resource allocation to reproduction between male and female plants may play an important role in determining the patterns of defense and herbivory in the field.
The tradeoffs between reproduction, growth and defense, and their consequences on herbivory of dioecious plants in the wild, have attracted the attention of researchers for years. Recently, Cornelissen & Stiling  performed a comprehensive meta-analysis involving 54 studies and found evidence that, overall, male plants exhibited significantly higher growth, had lower levels of putatively defensive attributes, and sustained more damage by herbivores than female plants. Surprisingly, the authors's meta-analysis did not detect significant differences in reproductive effort between male and female plants, an important premise for the deployment of the expected relationships among growth, defense and herbivory . Furthermore, most studies have assessed tradeoffs between two functions and to our knowledge resource allocation tradeoffs among reproduction, growth and defense, and their herbivory levels, have been investigated only in two species of dioecious plants. In one of them, with Baccharis halimifolia, the authors considered only the number of flowers as a measure of allocation to reproduction . This measure may not represent the total allocation to female reproduction, as fruit ripening is not taken into account. In the other study, with Chamaedorea alternans, resource allocation to defense was assessed only qualitatively (presence or absence of secondary compounds) , , . Thus, further research simultaneously assessing tradeoffs among reproduction, defense and growth, and the reflection of that on herbivory should provide both a more integrated view of allocation conflicts and evidence to help us understand the apparent lack of consistency in the reported cases in the literature.
To this end, we compared three sympatric species of dioecious palms (Chamaedorea spp.) from a Mexican tropical rain forest. We first assessed differences in biomass allocation to reproduction and then monitored growth for several years, measured defensive traits and estimated herbivory. We made an effort to control for the possible confounding effects of spatial heterogeneity, apparency, and phenology. We used these three sympatric congeneric species because they present detectable variations in herbivory, habitat distribution and abundance—variables that may potentially lead to local divergence in response. In a recent phylogenetic analysis of Chamaedorea, including a total of 63 species, the three studied species were placed in different clades . This provides a means to assess if, despite the contrasting ecological conditions in which the species grow, and their phylogenetic positions, the predicted patterns of allocation and their consequences on growth and plant-herbivore interactions are consistent.
The specific questions we asked were: i) Compared to male plants, do female plants exhibit a greater biomass allocation to reproduction? ii) Do differences in allocation translate into differences in growth, defense and herbivory? iii) Are there consistent responses among the three sympatric species despite the fact they exhibit interspecific contrasts in natural levels of herbivory, microhabitat distribution, and abundance?
This study was conducted at the Estación de Biología Tropical Los Tuxtlas, a field station of the National University of Mexico (UNAM) (18°34′–18°36′ N, 95°04′–95°09′ W, 150 m a.s.l.), in the state of Veracruz, Mexico. The predominant vegetation of the area is tropical rain forest, with trees up to 35 m tall. Understory vegetation is dominated by palms, a crucial component of the structure and diversity of the forest , mainly Astrocaryum mexicanum, and Chamaedorea spp. Mean annual rainfall is 4700 mm and mean monthly temperature is 23.4°C . Details of the natural history and ecology of the study zone can be found in González-Soriano et al. .
The genus Chamaedorea includes 107 species, distributed from Mexico to Brazil and Bolivia , all of them dioecious. At the study site there are six sympatric species of Chamaedorea, including the three selected for this study: Chamaedorea alternans H. Wendl., Chamaedorea pinnatifrons (Jacq.) Oerst., and C. ernesti-augusti H. Wendl. The three species show a gradient in the degree of natural herbivory in the direction C. alternans > C. pinnatifrons > C. ernesti-augusti. These species also vary in their abundance, showing the same ranking as herbivore damage. In addition, the species have a distinguishable degree of microhabitat separation, with C. alternans and C. pinnatifrons distributed in sites of lower elevation, while C. ernesti-augusti typically occurs in sites of slightly higher elevation (400 m above sea level) (R. Dirzo, unpub. data). The foliage of the three species is consumed by small Chrysomelid beetles. C. alternans is the main food source of larvae and adult Calypthocephala marginipennis (Chrysomelidae: Casidinae) ; C. pinnatifrons is consumed by the larvae of the same species, while C. erenesti-augustii shows leaf damage by an unidentified beetle (V. Cepeda-Cornejo, unpub. data).
Resource allocation to reproduction
In order to assess resource allocation to reproduction, we used available data from the literature for two of the species. Resource allocation to reproduction in terms of proportional biomass allocated to reproductive structures had been measured previously in C. ernesti-augusti, by Bullock , and in C. alternans, by Oyama and Dirzo . Such studies represent an ideal source of information for the present work, as they were carried out with two of our study species, C. alternans (formerly known as C. tepejilote but now assigned to its correct identity of C. alternans ), and C. ernesti-augusti. Such studies were carried at our study site, and specifically in the general area where we conducted this work. Furthermore, such available data allowed us not to have to destructively sample whole plants from our study populations in the Los Tuxtlas preserve. In the case of C. pinnatifrons we assessed biomass allocation to reproduction following the same general methodology as in the other two studies, using plants available in a population adjacent to the preserve. Six male and six female plants of C. pinnatifrons were harvested during the peak of the reproductive season of 2002. Plant height ranged from 1.16 m to 2.42 m in female plants and from 1.17 m to 1.74 m in male plants. Plants were dug out, taking care not to damage the roots and each plant was separated into vegetative structures (roots, stem and leaves) and reproductive structures (flowers and inflorescences in the case of male plants, and fruits and infructescences in the case of female plants). All plant materials harvested were kept at 80°C in a drying oven for 48 h, until dry weight was constant, after which they were weighed. With the dry weights of each structure we calculated the proportional allocations in the same way as in the previous studies with the other two species , .
Field sampling design
In order to measure growth, leaf toughness and herbivory in the three study species we randomly chose 15 male-female pairs of plants for C. alternans and C. ernesti-augusti, and 12 pairs for C. pinnatifrons in March, 2001. We used a pair-wise sampling protocol to control for spatial heterogeneity. Pairs of plants were chosen to match plant height, as much as possible. Indeed, the initial height was statistically indistinguishable between members of pairs (paired t-tests: C. alternans, t14 = 1.07; P = 0.30; C. pinnatifrons, t11 = 1.15; P = 0.27; C. ernesti-augusti, t14 = 1.08; P = 0.30). In addition, the distance between plants of each pair was short, less than 3 m, which reduced possible heterogeneity in soil, light, humidity and local herbivore abundance. These plants were used to measure growth in terms of height increment and leaf production. An additional set of 15 male-female pairs of plants for C. alternans, 15 pairs for and C. ernesti-augusti, and 14 pairs for C. pinnatifrons was established in June, 2005, using the same protocol as in the first group of plants, to measure relative growth rate in terms of estimated above-ground biomass production. Again, the initial height was statistically indistinguishable between the pairs of this second group (paired t-tests: C. alternans, t14 = 0.13; P = 0.89; C. pinnatifrons, t13 = −1.85; P = 0.09; C. ernesti-augusti, t14 = 0.087; P = 0.44).
For each plant we measured initial height, basal diameter, number of leaves and, for the plants selected in June, 2005, length of rachis of each one of the leaves. Initial height was measured as the distance between the basal diameter (Figure 1C) and the point of departure of the newest leaf from the apical meristem (Figure 1A). Initial basal diameter was measured with a digital caliper to the nearest 0.01 mm. Leaf production rate was measured as the number of new leaves produced, as a function of the initial number of leaves. To monitor growth and calculate growth metrics (see below), the initial leaves and the points of initial measurement of basal diameter were marked with permanent, water proof ink.
Distance between points A and C represents total height. Distance between A and B represents stem height. D indicates demarcated area (encompassed by the four dots) to measure herbivory rate.
We used several metrics to describe growth of male and female plants.
Leaf production rate (LPR) was calculated both from 2001 to 2002 and again from 2005 to 2007 as: LPR = newly produced leaves/(initial number of leaves/t), where t = time in years.
Relative growth rate (RGR) was assessed as the change in aboveground biomass (stems and leaves) from the initial time (2005) to the final time (2007). We first measured stem length from the basal diameter (Figure 1A) to the distal point of the most recently produced metamer (Figure 1B); therefore, this variable considers the addition of new metamers and the elongation of internodes. RGR was calculated using non-destructive estimates of plant biomass through allometric equations (see below) as RGR = (ln Wfinal – ln Winitial)/t, where W = biomass in dry weight and t = time in years . Since this metric does not take into account leaves that fall during the interval, we estimated leaf mass based on all the produced leaves from each plant during the two years of study.
Net biomass production (BP) in both stem and leaves was calculated from 2005 to 2007 as: BP = above-ground biomass produced/(initial above-ground biomass/t) where t = time in years. Plant biomass was calculated by allometry, calculating regression equations for stems and leaves (in dry weight). Given that the development of these equations required destructive harvesting we deemed necessary to use plants independent from our matched pairs to avoid damage in these plants used for long-term monitoring. We developed regression equations by harvesting plants of different sizes, of all three species, located outside the reserve, and measuring lengths and diameters of stems, and lengths of rachis of leaves of plants of different sizes (see ). We dried these materials at 60°C in an oven for at least 96 h (until constant weight) and measured dry weight of these structures. Data were fitted to regression equations (linear for stem, and quadratic for leaves), using JMP, vers. 6.0. Best fitting was assessed using the highest coefficient of determination (R2). The resulting equations, which were used to estimate biomass (weight in g) from standing measurements of height (cm), diameter (mm), and rachis length of leaf (cm) are shown in Table 1 (only the best fitting equations are shown).
In the three study species, we used two independent variables to estimate defense, leaf toughness  and secondary metabolites. In particular, for the latter, we quantified total phenolic compounds concentration, as it is known that these defensive compounds are present in the study species  and because theory predicts that the study species, being shade tolerant, slow growth species, are likely to use Carbon-based defenses of high molecular weight , . To measure toughness we randomly selected two leaflets from leaf # 2 on the phyllotaxis in each plant of the 15 selected (male-female) pairs in 2001. We took three measures for each leaflet in different points (basal, middle and apical) using a 500 g leaf penetrometer (Chatillon, Gauge-R CATL 516–500).
To measure total phenolics concentration, we collected leaves from a selected group of 17–22 plants (different from the pairs used for growth, to prevent alterations of the growth of such paired plants) of each sex, of each species. Two randomly selected leaflets were collected from leaves in positions #2 and #3 in the plant's phyllotaxis. This material was kept in liquid nitrogen and transported to the laboratory, where a fraction (1 g) was macerated with 50 ml of liquid nitrogen in a mortar. The extraction of the phenolic compounds was made in 80% aqueous methanol for 24 h, and the Price and Butler method, modified by Graham, was used to assess total phenolics . The Prussian blue reaction was measured at 720 nm in a spectrophotometer (Genesis 20), and was compared to a standard curve obtained from tannic acid.
An initial estimation of herbivory was obtained by calculating standing levels of damage in the 15 pairs of plants of each species selected in 2001. To this effect, for each plant we collected four randomly selected leaflets from the 3rd leaf in the plant's phyllotaxis. The leaflets were pressed and dried. Digital images were taken and analyzed using the software WinDias ver. 2.0 (Delta-T Devices) to calculate percentage leaf area damaged. WinDias software measures the actual (remaining) leaf area (ALA), and estimates the potential leaf area (PLA) (undamaged) by drawing out the contours and filling in the spaces of damaged areas. When damage was very extensive we estimated PLA by matching the remaining area with a comparable intact leaflet of the same species. Leaf herbivory (H), defined as the percentage of leaf area damaged, was calculated as: H = (PLA-ALA/PLA)*100. The H average of all leaves sampled from each plant was used to estimate herbivory per plant.
In addition, we complemented such standing measures of damage by measuring the rates of herbivory, using the damage accumulated in 286 days (September 30, 2001-July 13, 2002) on plants from the 15 pairs. Four intact leaflets from a leaf at position #2 in the phyllotaxis were randomly selected. A section of the leaflet was marked out by four indelible-ink points painted on the underside of the leaflet, to demarcate a rectangle of 3×18 cm in C. alternans, 2.6×9 cm in C. pinnatifrons, and a square 10×10 cm in C. ernesti-augusti. Onto this demarcated area, we placed a transparent grid (2 mm squares) to count the number of intact squares and squares with herbivory and the ratio of squares with damage:total squares was used to measure leaf damage. After 286 days we measured the percentage of leaf area damaged and calculated the rates of herbivory (HR) as:
HR = (% damaged area final - % damaged area initial)/t, where t = time in days.
Intersexual differences in resource allocation to reproduction were compared with a Mann-Whitney U test for independent samples (Statistica, 1984–2000 by StatSoft, Inc.), and the possible variation in allocation of biomass to reproduction (percentage of total biomass of inflorescences or infrutescences) as a function of plant height (see ) was examined by linear regression (JMP vers. 6.0) in C. pinnatifrons. Growth variables were analyzed using nested multivariate analyses of variance (MANOVA), one for each of the two periods and their corresponding variables, as indicated above. MANOVAs were followed by nested ANOVAs. The ANOVA model included the effect of sex and species, and plant pair nested within species as a random-effect, as well as the sex × species interaction. This was applicable to all variables except total phenolic concentration (given that these were plants independent to the 15 pairs). In those cases in which the interaction term was significant, indicating that intersexual differences varied across species, we perfomed a post-hoc analysis, using the test slices comparison (JMP vers. 6.0), which analyzes each of the levels of the interaction. Given that the studentized residuals of all variables, except leaf production, were not normally distributed (after testing with a Shapiro-Wilks test (JMP vers. 6), we performed a Box Cox transformation (JMP vers. 6), which yielded normalized data. In addition to nested ANOVAs, differences among species in herbivory rates were analyzed with a Tuckey test.
Resource allocation to reproduction
Resource allocation to reproduction in C. pinnatifrons was 3.04 times higher in female plants, compared to male plants (Figure 2). This difference was highly significant (U0.05(2),6,6 = 0.00, P = 0.0039). This result is consistent with what is known for the other two species of study (Figure 2): in C. alternans resource allocation to reproduction in female plants was 2.55 higher than in male plants , and 2.75 for C. ernesti-augusti . Biomass allocation to reproductive structures (i.e., the percentage of total biomass) did not change with plant height (both male and female plants: F1,10 = 0.2550, P = 0.6257).
Data for C. alternans and C. ernesti-augusti were obtained from Oyama and Dirzo (1988), and Bullock (1984), respectively. Error bars denote standard error.
The MANOVA for the growth variables measured in both periods (2001–2002, 2005–2007) was highly significant (F88,76 = 2.38, P<0.0001 and F135,114 = 2.5, P<0.0001, respectively). Male and female plants differed in growth in both years of the study (F2,38 = 12.45, P<0.0001 and F3,38 = 2.9, P = 0.047, respectively). The species of palms also differed in growth in the two periods (F4,76 = 13.77, P<0.0001 and F6,76 = 23.04, P<0.0001, respectively), and the patterns between the sexes were consistent in all species (interaction sex × species term in the period 2001–2002 [F4,76 = 1.37, P = 0.252], and in the period 2005–2007 [F6,76 = 1.96, P = 0.08]).
The subsequent ANOVAs on total height increment (THI) and leaf production rate (LPR) (2001–2002, 2005–2007) showed that males grew faster than females (Table 2, Figure 3A, B). In C. alternans, growth expressed in terms of THI was higher in male plants compared to female plants (Figure 3A), with a two-fold difference in stem elongation (14.47±2.37 cm/yr vs. 6.95±2.09 cm/yr, respectively). A similar response was found in C. pinnatifrons, with a 31% higher increment in male than in female plants (7.61±1.96 cm/yr vs. 5.2±1.02 cm/yr) and C. ernesti-augusti, with a 46% difference in male vs. female plants (8.69±0.75 cm/yr vs. 4.64±0.68 cm/yr, respectively).
A) total height increment, B) leaf production rate, C) above-ground biomass production. Error bars denote standard error.
In the case of LPR in 2001–2002, male plants produced significantly more leaves than female plants (Table 2, Figure 3B). In C. alternans LPR was 1.36-times higher in male than female plants (2.83±0.17 leaves/leaf/yr vs. 2.08±0.17 leaves/leaf/yr, respectively). Chamaedorea pinnatifrons had a slightly higher increment in male than in female plants (2.4±0.2 leaves/leaf/yr vs. 2.2±0.22 leaves/leaf/yr, respectively) and male plants of C. ernesti-augusti produced 1.48-times more leaves than female plants (3.25±0.16 leaves/leaf/yr vs. 2.19±0.2 leaves/leaf/yr, respectively). Given that in 2005–2007 we measured leaf production in order to estimate biomass production, we were able to calculate, again, LPR and check for consistency of results with the data from the first period. Again, the intersexual differences were consistent across species, with male plants significantly producing more leaves than female plants (Table 2). In the period 2005 to 2007 LPR in C. alternans was 1.25-times higher in male than in female plants (2.99±0.18 leaves/leaf/yr vs. 2.37±0.17 leaves/leaf/yr, respectively); in C. pinnatifrons it was 1.21-times higher in male than in female plants (2.86±0.12 leaves/leaf/yr vs. 2.2±0.1 leaves/leaf/yr, respectively) and C. ernesti-augusti exhibited 1.21-times more LPR in male than female plants (2.58±0.17 leaves/leaf/yr vs. 2.13±0.17 leaves/leaf/yr, respectively).
A comparison of RGR in the period 2005–2007 did not detect differences across species and plant sex (Table 2). However, net biomass production (BP) at the end of the period showed intersexual differences depending on the species. Male plants of C. ernesti-augusti produced 30% more net biomass than female plants (F1,41 = 6.18, P = 0.017) and in C. pinnatifrons male plants produced 19% more biomass (F1,41 = 6.85, P = 0.012), while no significant differences were detected in the case of C. alternans (F1,41 = 0.99, P = 0.325) (Table 2, Figure 3C).
ANOVA detected differences between species in both leaf toughness and total phenolics (Table 3). Toughness values were higher in female plants than in male plants in all three species (a 4% difference in C. alternans, 9% in C. ernesti-augusti, and 16% in C. pinnatifrons) (Table 3, Figure 4A). Similarly, total phenolics concentration was consistently higher in female than in male plants, with contrasts that ranged from 18% (C. alternans), to 14.5% (C. pinnatifrons), to 7.6% (C. ernesti-augusti) (Figure 4B).
A) leaf toughness, B) total phenolic concentration. Error bars denote standard error.
Intersexual variation in natural herbivory was also highly significant (Table 3, Figure 5) and consistent across the three species. In all three species standing damage in male plants was 2–4.7 higher in male than female plants (Figure 5A). Rates of herbivory showed the same pattern, with differences that were 1.98, 3.85, and 7.50 times higher in male than in female plants of C. alternans, C. pinnatifrons and C. ernesti-augusti, respectively (Figure 5B). In addition to the intersexual variation, overall standing damage showed a gradient across species in the direction C. alternans > C.pinnatifrons > C. ernesti-augusti (Q = 2.44, alpha = 0.05) (Figure 5A). Herbivory rates showed the same gradient (Q = 2.43, alpha = 0.05) (Figure 5B).
The results of this study show an asymmetric allocation of biomass to reproduction between female and male plants, where the biomass allocated in female plants was higher than in male plants. Correlated with this, the growth observed in stem, number of leaves and biomass production was greater in male than female plants of all three species. In addition, female plants were significantly better defended (leaf toughness and phenolic compounds) than male plants, and herbivore damage was greater in male than in female plants. These results support the predictions of the consequences of intersexual differences in resource allocation on reproduction, growth and defense, and its repercussions on herbivory in dioecious plant species. To our knowledge, this is the first study that integrates the relevant elements for the Resource Allocation Principle (differential resource allocation to reproduction, growth and defense) and its consequences for herbivory, in a single system, in this case a group of long-lived, tropical sympatric species of the same genus. In addition, it is worth noting that out of 54 studies available in the literature , only a minor fraction (3) analyzed species from tropical forests, and only one was done involving palms. This is critical, as it is known that the proportion of dioecious species at the global scale is particularly high in the tropics  and that palms are a crucial structural component of tropical forests .
Our study is largely based on a design of replicated pairs of neighboring male and female plants followed in multi-year observations. This is relevant in that such design minimizes the effect of uncontrolled variables for the comparisons between male and female plants. Indeed, it is possible that one of the reasons that may be responsible for the inconsistency of intersexual patterns reported in the literature  may be the lack of control in microhabitat differences among plants. Although most of the plant variables in this study were based on our matched-pair design, some variables had to be measured from independent plants, as this required destructive sampling (biomass allocation to reproduction, allometric relationships and estimation of phenolic compounds). We posit that this might not be a significant limitation, as those plants in which destructive sampling was necessary were located in the same general area and belong to the same populations of the matched pairs. This however is a possible caveat that needs to be taken into account in the following discussion of our results.
Intersexual differences in resource allocation to reproduction
The difference in biomass proportions allocated to reproduction between sexual morphs of our study plants (∼3-times greater in female plants) falls within the range found for other dioecious species: 1.7 in Corema conradii , 2.5 in Salix sachalinenesis , 3.3 in Xanthoxylum americanum  and 4.4 in Eurya japonica . Consistent with this, intersexual contrasts in nutrient content have also been documented . In Salix glauca the concentration of P and N in seeds is 2.5 and 1.9 times higher than that of pollen . Fruit formation in Corema conradii demands 1.6 times more Mg and 2.1 times more Ca than male flowers production . In contrast, a few studies have failed to detect differences in reproductive effort in terms of biomass  or number of flowers . In fact, surprisingly, Cornelissen & Stiling's  meta-analysis failed to detect an overall intersexual difference in terms of reproductive biomass. Such inconsistency of results might be explained by the timing and type of reproductive structure that is analyzed. In some studies, for example, allocation to reproduction has been considered in terms of flowers. Although reproductive allocation in terms of biomass and nutrients during the flowering stage may be greater for male plants , , , female plants undergo a greater reproductive effort when the entire reproductive process is considered, including the flowering, fruiting and seed dispersal periods  and so male-female comparisons of allocation to reproduction need to take all these stages into consideration. Other reasons why differences in reproductive allocation are smaller than expected, or even absent, may be “the currency” used to estimate allocation (carbon or nutrients) and methods of estimation of reproductive allocation (biomass, respiration or photosynthesis). Environmental heterogeneity may also lead to seemingly inconsistent results. For example, Reekie and Bazzaz , found that variation in reproductive effort (proportion of resources diverted to reproductive organs) depends of availability of light and/or nutrients, thus emphasizing the need for controlling environmental variation to compare intersexual allocation to reproduction.
Intersexual differences in growth
Most of the expectations regarding a resource allocation tradeoff between reproduction and growth were met by the three sympatric plants of this study. Female plants of the three species of Chamaedorea exhibited a poorer performance in essentially all growth variables we measured. In general, out of twelve possible intersexual comparisons (THI, LPR, RGR and BP in all three species), eight showed significantly higher values in male than in female plants, and four were statistically non-significant. Furthermore, the intersexual differences in leaf production rates are consistent with those found in a previous study with C. alternans in the same study site although, surprisingly, that study did not detect significant contrasts in height increment .
Intersexual differences and plant-herbivore interactions
The amount of resources that a plant allocates to reproduction has been found to have significant consequences for growth and this in turn affects a host of additional variables relevant for plant performance in the field, including their interactions with herbivores. Associated to differences in growth, female plants are expected to increase the allocation to defenses for the protection of vegetative tissue (e.g., leaves), because slower growth rates make it more difficult for a plant to replace damaged tissue . Male plants, in contrast, could deploy greater growth and faster leaf turnover rates, sould have greater capacity to compensate for tissue loss to herbivory, and would be under lesser selection for allocation to defenses. Accordingly, we found evidence that resource allocation to defense is greater, and growth is lower in female than in male plants. This is compatible with an argument of a growth-defense tradeoff . Particularly, female plants in understory tropical forests can produce defensive compounds based on Carbon, a resource that is not so limited, in comparison to other scarcer nutrients (e.g. nitrogen) . In accordance with this, we found that female plants had higher concentrations of total phenolic compounds. Likewise, leaf toughness, a physical trait known to be correlated with tannin concentration , and known to reduce herbivory , , was also significantly higher in the foliage of female plants of all three study species. Several studies support the expectation of greater allocation to Carbon-based defenses in the leaves of female plants, as compared to male plants of dioecious species, including the trees Acer negundo , and Salix rigida .
As a result of intersexual differences in defense, herbivory levels are expected to be higher in male than female plants and, indeed, differences in herbivory have been associated to contrasts in leaf palatability as determined by the plant's secondary chemistry (see , , , , ). Leaves with low concentration of secondary metabolites and less toughness could explain that male plants had higher herbivory than female plants in our three study species. In their meta-analysis, Cornelissen and Stiling  found that the available literature supports such a trend for male-biased herbivory in dioecious plants in general.
The differences in growth rates and both physical (toughness) and chemical (phenolic compound) defenses between sexes suggest alternative anti-herbivory mechanisms (for male and female plants) to deal with herbivory: greater investment in defenses, or resistance (female plants); and compensatory growth, or tolerance (male plants). Resistance is any plant trait that reduces the preference or performance of herbivores (e.g. thorns, hairs, unpalatable secondary chemicals) . Tolerance is the ability of plants to regrow and/or reproduce after herbivory. Some of the mechanisms involved in increased tolerance are high relative growth rates, increased branching or tillering, increased leaf photosynthetic rate and increased percentage of fruit set , . This alternative defense argument is compatible with our findings: male plants seem to deploy tolerance (or at least a lower degree of resistance) while female plants deploy resistance (or a lower degree of tolerance) to deal with herbivores in their natural environment.
In this paper we analyzed both the reproduction-growth and growth-defense tradeoffs. However, other tradeoffs are possible, for instance: current reproduction-survival, current reproduction-future reproduction, and reproduction-defense , . It is foreseeable that these additional tradeoffs may influence the tradeoffs we studied. Further work is warranted in which the reproduction-growth and growth-defense tradeoffs are analyzed in the context of other relevant tradeoffs depending on the species of study.
Although our results are based on a study of three sympatric and congeneric species, the consistency of results is striking, given that the species exhibit differences in microhabitat distribution and in the natural levels of herbivory (cf. Study species and Results sections). Furthermore, a recent phylogenetic analysis of Chamaedorea , shows that the three studied species are located in different clades, suggesting that similarities in growth, herbivory and defense among species could be the result of convergent evolution in response to similar selection pressures (i.e., herbivory) driven by asymmetrical allocation to reproduction. This is an aspect that warrants further research.
We thank Ignacio Méndez for invaluable help with statistical analysis. Zenón Cano Santana and Eduardo Morales offered valuable guidance throughout this study. Patricia Guevara helped with chemical analysis and Armando Aguirre provided assistance with field work. Karina Boege read previous drafts and offered suggestions to improve the manuscript. We are grateful to the Los Tuxtlas Tropical Research Station for logistical support.
Conceived and designed the experiments: VCC RD. Performed the experiments: VCC RD. Analyzed the data: VCC RD. Contributed reagents/materials/analysis tools: RD. Wrote the paper: VCC RD.
- 1. Levins R (1968) Evolution in changing environments. NJ, USA: Princeton University Press.
- 2. Stearns SC (1992) Treade-offs. The evolution of life histories: Oxford University Press. pp. 72–90.
- 3. Obeso JR (2002) The costs of reproduction in plants. New Phytologist 155: 321–348.
- 4. Karlsson S, Méndez M (2005) The resource economy of plant reproduction. In: Reekie EG, Bazzaz FA, editors. Reproductive allocation in plants. United States of America: Elsevier Academic Press publications. pp. 1–49.
- 5. Obeso JR (1997) Costs of reproduction in Ilex aquifolium: Effects at tree, branch and leaf levels. Journal of Ecology 85: 159–166.
- 6. Lloyd DG, Webb CJ (1977) Secondary sex characters in plants. Botanical Review 43: 177–216.
- 7. Antos JA, Allen GA (1999) Patterns of reproductive effort in male and female shrubs of Oemleria cerasiformis: A 6-Year Study. Journal of Ecology 87: 77–84.
- 8. Suzuki AA (2005) Reproductive investment in male and female Eurya japonica (Theaceae) at tree and branch levels. American Journal of Botany 92: 2003–2009.
- 9. Bullock SH (1984) Biomass and nutrient allocation in a neotropical dioecious palm. Oecologia 63: 426–428.
- 10. Oyama K, Dirzo R (1988) Biomass allocation in the dioecious tropical palm Chamaedorea tepejilote and its life history consequences. Plant Species Biology 3: 27–33.
- 11. Otero-Arnaiz A, Oyama K (2001) Reproductive phenology, seed-set and pollination in Chamaedorea alternans, an understorey dioecious palm in a rain forest in Mexico. Journal of Tropical Ecology 17: 745–754.
- 12. Torimaru T, Tomaru N (2006) Relationships between flowering phenology, plant size, and female reproductive output in a dioecious shrub, Ilex leucoclada (Aquifoliaceae). Canadian Journal of Botany-Revue Canadienne De Botanique 84: 1860–1869.
- 13. Obeso JR, Retuerto R (2002) Sexual dimorphism in holly Ilex aquifolium: cost of reproduction, sexual selection or physiological differentiation? Revista Chilena de Historia Natural 75: 67–77.
- 14. Turcotte J, Houle G (2001) Reproductive costs in Salix planifolia ssp planifolia in subarctic Quebec, Canada. Ecoscience 8: 506–512.
- 15. Rocheleau AF, Houle G (2001) Different cost of reproduction for the males and females of the rare dioecious shrub Corema conradii (Empetraceae). American Journal of Botany 88: 659–666.
- 16. Dudley LS (2006) Ecological correlates of secondary sexual dimorphism in Salix glauca (Salicaceae). American Journal of Botany 93: 1775–1783.
- 17. Herms DA, Mattson WJ (1992) The dilemma of plants: to grow or defend. The Quarterly Review of Biology 67: 283–335.
- 18. Ågren J, Danell K, Elmqvist T, Ericson L, Hjältén J (1999) Sexual dimorphism and biotic interactions. In: M.A. G, T.E. D, L.F. D, editors. pp. 217–246. Gender and sexual dimorphism in flowering plants Berlin Heidelberg: Springer-Verlag.
- 19. Cornelissen T, Stiling P (2005) Sex-biased herbivory: a meta-analysis of the effects of gender on plant-herbivore interactions. Oikos 111: 488–500.
- 20. Gross KL, Soule JD (1981) Differences in biomass allocation to reproductive and vegetative structures of male and female plants of a dioecious, perennial herb, Silene alba (Miller) Krause. American Journal of Botany 68: 801–807.
- 21. Elmqvist T, Cates RG, Harper JK, Gardfjell H (1991) Flowering in males and females of a Utah willow, Salix-rigida and effects on growth, tannins, phenolic glycosides and sugars. Oikos 61: 65–72.
- 22. Jing SW, Coley PD (1990) Dioecy and herbivory: the effect of growth rate on plant defense in Acer-negundo. Oikos 58: 369–377.
- 23. Montesinos D, De Luis M, Verdu M, Raventos J, Garcia-Fayos P (2006) When, how and how much: Gender-specific resource-use strategies in the dioecious tree Juniperus thurifera. Annals of Botany 98: 885–889.
- 24. Coley PD (1983) Herbivory and defensive characteristics of tree species in a lowland tropical forest. Ecological Monographs 53: 209–233.
- 25. Fordyce JA, Agrawal AA (2001) The role of plant trichomes and caterpillar group size on growth and defence of the pipevine swallowtail Battus philenor. Journal of Animal Ecology 70: 997–1005.
- 26. Fincher RM, Dyer LA, Dodson CD, Richards JL, Tobler MA, et al. (2008) Inter- and intraspecific comparisons of antiherbivore defenses in three species of rainforest understory shrubs. Journal of Chemical Ecology 34: 558–574.
- 27. Sagers CL, Coley PD (1995) Benefits and costs of defense in a neotropical shrub. Ecology 76: 1835–1843.
- 28. Agrawal AA (2007) Macroevolution of plant defense strategies. Trends in Ecology and Evolution 22: 103–109.
- 29. Delph LF (1999) Sexual dimorphism in life history. In: M.A. G, T.E. D, L.F D, editors. pp. 149–173. Gender and sexual dimorphism in flowering plants Berlin Heidelberg: Springer-Verlag.
- 30. Krischik VA, Denno RF (1990) Patterns of growth, reproduction, defense, and herbivory in the dioecious shrub Baccharis-halimifolia (Compositae). Oecologia 83: 182–190.
- 31. Oyama K (1990) Variation in growth and reproduction in the neotropical dioecious palm Chamaedorea tepejilote. Journal of Ecology 78: 648–663.
- 32. Oyama K, Dirzo R (1991) Ecological aspects of the interaction between Chamaedorea tepejilote, a dioecious palm and Calyptocephala marginipennis, a herbivorous beetle, in a Mexican rain forest. Principes 35: 86–93.
- 33. Thomas MM, Garwood NC, Baker WJ, Henderson SA, Russell SJ, et al. (2006) Molecular phylogeny of the palm genus Chamaedorea, based on the low-copy nuclear genes PRK and RPB2. Molecular Phylogenetics and Evolution 38: 398–415.
- 34. Oyama K, Dirzo R, Ibarra-Manriquez G (1992) Population structure of the dominant palm species in the understory Mexican lowland rain forest. Tropics 2: 23–28.
- 35. Soto M, Gama L (1997) Climas. In: E.G. S, Dirzo R, R.C. V, editors. Historia natural de Los Tuxtlas. México: Universidad Nacional Autónoma de México. pp. 7–23.
- 36. González-Soriano E, Dirzo R, Vogt R (1997) Historia natural de Los Tuxtlas. México: Universidad Nacional Autónoma de México.
- 37. Govaerts R, Dransfield J, Zona SF, Hodel DR, Henderson A (2006) World Checklist of Arecaceae. The Board of Trustees of the Royal Botanic Gardens, Kew. Published on the Internet, Royal Botanic Gardens, Kew website (2010), <http://www.kew.org/wcsp/>.
- 38. Quero HJ (1994) Flora de Veracruz. Xalapa, Veracruz: Instituto de Ecología, A. C.,University of California, Riverside. 118 p.
- 39. Hunt R (1982) Concepts in plant growth analysis. Plant growth curves: the functional approach to plant growth analysis. London: Edward Arnold. pp. 14–46.
- 40. Ramos A, Bovi MLA, Folegatti MV, Diotto AV (2008) Leaf area and aboveground biomass estimates in peach palm using allometric relationships. Horticultura Brasileira 26: 138–143.
- 41. Coley PD, Bryant JP, Chapin FS (1985) Resource availability and plant antiherbivore defense. Science 230: 895–899.
- 42. Feeny PP (1976) Plant apparency and chemical defense. In: L.E. G, P.H. R, editors. Coevolution of animals and plants Austin, Texas: Texas University Press. pp. 3–19.
- 43. Waterman PG, Mole S (1994) Analysis of phenolic plant metabolites. Massachusetts, USA: Blackwell Scientific Publications..
- 44. Ibarra-Manriquez G, Oyama K (1992) Ecological correlates of reproductive traits of Mexican rain forest trees. American Journal of Botany 79: 383–394.
- 45. Ueno N, Kanno H, Seiwa K (2006) Sexual differences in shoot and leaf dynamics in the dioecious tree Salix sachalinensis. Canadian Journal of Botany-Revue Canadienne De Botanique 84: 1852–1859.
- 46. Popp JW, Reinartz JA (1988) Sexual dimorphism in biomass allocation and clonal growth of Xanthoxylum americanum. American Journal of Botany 75: 1732–1741.
- 47. Delph LF, Lu Y, Jayne LD (1993) Patterns of resource-allocation in a dioecious Carex (Cyperaceae). American Journal of Botany 80: 607–615.
- 48. Delph LF (1990) Sex-differential resource-allocation patterns in the subdioecious shrub Hebe subalpina. Ecology 71: 1342–1351.
- 49. Reekie EG, Bazzaz FA (1987) Reproductive effort in plants. 1. Carbon allocation to reproduction. The American Naturalist 129: 876–896.
- 50. Rosenthal JP, Kotanen PM (1994) Terrestrial plant tolerance to herbivory. Trends in Ecology & Evolution 9: 145–148.
- 51. Feeny P (1970) Seasonal changes in oak leaf tannins and nutrients as a cause of spring feeding by winter moth caterpillars. Ecology 51: 565–581.
- 52. Araújo AP, Carneiro MAA, Fernandes GW (2003) Efeitos do sexo, do vigor e do tamanho da planta hospedeira sobre a distribuição de insetos indutores de galhas em Baccharis pseudomyriocephala Teodoro (Asteraceae). Revista Brasileira de Entomologia 47: 483–490.
- 53. Hjalten J (1992) Plant sex and hare feeding preferences. Oecologia 89: 253–256.
- 54. Strauss SY, Agrawal AA (1999) The ecology and evolution of plant tolerance to herbivory. Trends in Ecology & Evolution 14: 179–185.
- 55. Bazzaz FA (1997) Allocation of resources in plants: State of the science and critical questions. In: Bazzaz FA, Grace J, editors. Plant resource allocation: Academic Press. pp. 1–37.