Polymorphism in biology occurs when two or more clearly different phenotypes exist in the same population of a species — in other words, the occurrence of more than one form or morph. In order to be classified as such, morphs must occupy the same habitat at the same time and belong to a panmictic population (one with random mating).
Polymorphism is common in nature; it is related to biodiversity, genetic variation and adaptation; it usually functions to retain variety of form in a population living in a varied environment.:126 The most common example is sexual dimorphism, which occurs in many organisms. Other examples are mimetic forms of butterflies (see mimicry), and human haemoglobin and blood types.
Polymorphism results from evolutionary processes, as does any aspect of a species. It is heritable and is modified by natural selection. In polyphenism, an individual's genetic make-up allows for different morphs, and the switch mechanism that determines which morph is shown is environmental. In genetic polymorphism, the genetic make-up determines the morph. Ants exhibit both types in a single population.
Polymorphism as described here involves morphs of the phenotype. The term is also used somewhat differently by molecular biologists to describe certain point mutations in the genotype, such as SNPs (see also RFLPs). This usage is not discussed in this article.
Although in general use polymorphism is quite a broad term, in biology it has been given a specific meaning.
- The term omits characters showing continuous variation (such as weight), even though this has a heritable component. Polymorphism deals with forms in which the variation is discrete (discontinuous) or strongly bimodal or polymodal.
- Morphs must occupy the same habitat at the same time: this excludes geographical races and seasonal forms. The use of the words morph or polymorphism for what is a visibly different geographical race or variant is common, but incorrect. The significance of geographical variation is in that it may lead to allopatric speciation, whereas true polymorphism takes place in panmictic populations.
- The term was first used to describe visible forms, but nowadays it has been extended to include cryptic morphs, for instance blood types, which can be revealed by a test.
- Rare variations are not classified as polymorphisms; and mutations by themselves do not constitute polymorphisms. To qualify as a polymorphism there has to be some kind of balance between morphs underpinned by inheritance. The criterion is that the frequency of the least common morph is too high simply to be the result of new mutations or, as a rough guide, that it is greater than 1 percent (though that is far higher than any normal mutation rate for a single allele).:ch. 5
Polymorphism crosses several discipline boundaries, including ecology and genetics, evolution theory, taxonomy, cytology and biochemistry. Different disciplines may give the same concept different names, and different concepts may be given the same name. For example, there are the terms established in ecological genetics by E.B. Ford (1975), and for classical genetics by John Maynard Smith (1998). The shorter term morphism may be more accurate than polymorphism, but is not often used. It was the preferred term of the evolutionary biologist Julian Huxley (1955).
Various synonymous terms exist for the various polymorphic forms of an organism. The most common are morph and morpha, while a more formal term is morphotype. Form and phase are sometimes also used, but are easily confused in zoology with, respectively, "form" in a population of animals, and "phase" as a color or other change in an organism due to environmental conditions (temperature, humidity, etc.). Phenotypic traits and characteristics are also possible descriptions, though that would imply just a limited aspect of the body.
In the taxonomic nomenclature of zoology, the word "morpha" plus a Latin name for the morph can be added to a binomial or trinomial name. However, this invites confusion with geographically-variant ring species or subspecies, especially if polytypic. Morphs have no formal standing in the ICZN. In botanical taxonomy, the concept of morphs is represented with the terms "variety", "subvariety" and "form", which are formally regulated by the ICBN. Horticulturalists sometimes confuse this usage of "variety" both with cultivar ("variety" in viticultural usage, rice agriculture jargon, and informal gardening lingo) and with the legal concept "plant variety" (protection of a cultivar as a form of intellectual property).
Selection, whether natural or artificial, changes the frequency of morphs within a population; this occurs when morphs reproduce with different degrees of success. A genetic (or balanced) polymorphism usually persists over many generations, maintained by two or more opposed and powerful selection pressures. Diver (1929) found banding morphs in Cepaea nemoralis could be seen in pre-fossil shells going back to the Mesolithic Holocene. Apes have similar blood groups to humans; this suggests rather strongly that this kind of polymorphism is quite ancient, at least as far back as the last common ancestor of the apes and man, and possibly even further.
The relative proportions of the morphs may vary; the actual values are determined by the effective fitness of the morphs at a particular time and place. The mechanism of heterozygote advantage assures the population of some alternative alleles at the locus or loci involved. Only if competing selection disappears will an allele disappear. However, heterozygote advantage is not the only way a polymorphism can be maintained. Apostatic selection, whereby a predator consumes a common morph whilst overlooking rarer morphs is possible and does occur. This would tend to preserve rarer morphs from extinction.
A polymorphic population does not initiate speciation; nor does it prevent speciation. It has little or nothing to do with species splitting. However, it has a lot to do with the adaptation of a species to its environment, which may vary in colour, food supply, predation and in many other ways. Polymorphism is one good way the opportunities get to be used; it has survival value, and the selection of modifier genes may reinforce the polymorphism.
Polymorphism and niche diversity
G. Evelyn Hutchinson, a founder of niche research, commented "It is very likely from an ecological point of view that all species, or at least all common species, consist of populations adapted to more than one niche". He gave as examples sexual size dimorphism and mimicry. In many cases where the male is short-lived and smaller than the female, he does not compete with her during her late pre-adult and adult life. Size difference may permit both sexes to exploit different niches. In elaborate cases of mimicry, such as the African butterfly Papilio dardanus,:ch. 13 female morphs mimic a range of distasteful models, often in the same region. The fitness of each type of mimic decreases as it becomes more common, so the polymorphism is maintained by frequency-dependent selection. Thus the efficiency of the mimicry is maintained in a much increased total population.
The mechanism which decides which of several morphs an individual displays is called the switch. This switch may be genetic, or it may be environmental. Taking sex determination as the example, in humans the determination is genetic, by the XY sex-determination system. In Hymenoptera (ants, bees and wasps), sex determination is by haplo-diploidy: the females are all diploid, the males are haploid. However, in some animals an environmental trigger determines the sex: alligators are a famous case in point. In ants the distinction between workers and guards is environmental, by the feeding of the grubs. Polymorphism with an environmental trigger is called polyphenism.
The polyphenic system does have a degree of environmental flexibility not present in the genetic polymorphism. However, such environmental triggers are the less common of the two methods.
Investigation of polymorphism requires a coming together of field and laboratory technique. In the field:
- detailed survey of occurrence, habits and predation
- selection of an ecological area or areas, with well-defined boundaries
- capture, mark, release, recapture data (see Mark and recapture)
- relative numbers and distribution of morphs
- estimation of population sizes
And in the laboratory:
- genetic data from crosses
- population cages
- chromosome cytology if possible
- use of chromatography or similar techniques if morphs are cryptic (for example, biochemical)
Both types of work are equally important. Without proper field-work the significance of the polymorphism to the species is uncertain; without laboratory breeding the genetic basis is obscure. Even with insects the work may take many years; examples of Batesian mimicry noted in the nineteenth century are still being researched.
Since all polymorphism has a genetic basis, genetic polymorphism has a particular meaning:
- Genetic polymorphism is the simultaneous occurrence in the same locality of two or more discontinuous forms in such proportions that the rarest of them cannot be maintained just by recurrent mutation or immigration.:11
The definition has three parts: a) sympatry: one interbreeding population; b) discrete forms; and c) not maintained just by mutation.
Genetic polymorphism is actively and steadily maintained in populations by natural selection, in contrast to transient polymorphisms where a form is progressively replaced by another.:6-7 By definition, genetic polymorphism relates to a balance or equilibrium between morphs. The mechanisms that conserve it are types of balancing selection.
Mechanisms of balancing selection
- Heterosis (or heterozygote advantage): "Heterosis: the heterozygote at a locus is fitter than either homozygote".:65
- Frequency dependent selection: The fitness of a particular phenotype is dependent on its frequency relative to other phenotypes in a given population. Example: prey switching, where rare morphs of prey are actually fitter due to predators concentrating on the more frequent morphs.
- Fitness varies in time and space. Fitness of a genotype may vary greatly between larval and adult stages, or between parts of a habitat range.:26
- Selection acts differently at different levels. The fitness of a genotype may depend on the fitness of other genotypes in the population: this covers many natural situations where the best thing to do (from the point of view of survival and reproduction) depends on what other members of the population are doing at the time.:17 & ch. 7
Most genes have more than one effect on the phenotype of an organism (pleiotropism). Some of these effects may be visible, and others cryptic, so it is often important to look beyond the most obvious effects of a gene to identify other effects. Cases occur where a gene affects an unimportant visible character, yet a change in fitness is recorded. In such cases the gene's other (cryptic or 'physiological') effects may be responsible for the change in fitness.
- "If a neutral trait is pleiotropically linked to an advantageous one, it may emerge because of a process of natural selection. It was selected but this doesn't mean it is an adaptation. The reason is that, although it was selected, there was no selection for that trait." 
Epistasis occurs when the expression of one gene is modified by another gene. For example, gene A only shows its effect when allele B1 (at another Locus) is present, but not if it is absent. This is one of the ways in which two or more genes may combine to produce a coordinated change in more than one characteristic (for instance, in mimicry). Unlike the supergene, epistatic genes do not need to be closely linked or even on the same chromosome.
Both pleiotropism and epistasis show that a gene need not relate to a character in the simple manner that was once supposed.
The origin of supergenes
Although a polymorphism can be controlled by alleles at a single locus (e.g. human ABO blood groups), the more complex forms are controlled by supergenes consisting of several tightly linked genes on a single chromosome. Batesian mimicry in butterflies and heterostyly in angiosperms are good examples. There is a long-standing debate as to how this situation could have arisen, and the question is not yet resolved.
Whereas a gene family (several tighly linked genes performing similar or identical functions) arises by duplication of a single original gene, this is usually not the case with supergenes. In a supergene some of the constituent genes have quite distinct functions, so they must have come together under selection. This process might involve suppression of crossing-over, translocation of chromosome fragments and possibly occasional cistron duplication. That crossing-over can be suppressed by selection has been known for many years.
Debate has centred round the question of whether the component genes in a super-gene could have started off on separate chromosomes, with subsequent reorganization, or if it is necessary for them to start on the same chromosome. Originally, it was held that chromosome rearrangement would play an important role. This explanation was accepted by E. B. Ford and incorporated into his accounts of ecological genetics.:ch. 6 :17–25
However, today many believe it more likely that the genes start on the same chromosome. They argue that supergenes arose in situ. This is known as Turner's sieve hypothesis. John Maynard Smith agreed with this view in his authoritative textbook, but the question is still not definitively settled.
Relevance for evolutionary theory
Polymorphism was crucial to research in ecological genetics by E. B. Ford and his co-workers from the mid-1920s to the 1970s (similar work continues today, especially on mimicry). The results had a considerable effect on the mid-century evolutionary synthesis, and on present evolutionary theory. The work started at a time when natural selection was largely discounted as the leading mechanism for evolution, continued through the middle period when Sewall Wright's ideas on drift were prominent, to the last quarter of the 20th century when ideas such as Kimura's neutral theory of molecular evolution was given much attention. The significance of the work on ecological genetics is that it has shown how important selection is in the evolution of natural populations, and that selection is a much stronger force than was envisaged even by those population geneticists who believed in its importance, such as Haldane and Fisher.
In just a couple of decades the work of Fisher, Ford, Arthur Cain, Philip Sheppard and Cyril Clarke promoted natural selection as the primary explanation of variation in natural populations, instead of genetic drift. Evidence can be seen in Mayr's famous book Animal Species and Evolution, and Ford's Ecological Genetics. Similar shifts in emphasis can be seen in most of the other participants in the evolutionary synthesis, such as Stebbins and Dobzhansky, though the latter was slow to change.
Kimura drew a distinction between molecular evolution, which he saw as dominated by selectively neutral mutations, and phenotypic characters, probably dominated by natural selection rather than drift. This does not conflict with the account of polymorphism given here, though most of the ecological geneticists believed that evidence would gradually accumulate against his theory.
We meet genetic polymorphism daily, since our species (like most other eukaryotes) uses sexual reproduction, and of course, the sexes are differentiated. However, even if the sexes were identical in superficial appearance, the division into two sexes is a dimorphism, albeit cryptic. This is because the phenotype of an organism includes its sexual organs and its chromosomes, and all the behaviour associated with reproduction. So research into sexual dimorphism has addressed two issues: first, the advantage of sex in evolutionary terms; second, the role of visible sexual differentiation.
The system is relatively stable (with about half of the population of each sex) and heritable, usually by means of sex chromosomes. Every aspect of this everyday phenomenon bristles with questions for the theoretical biologist. Why is the ratio ~50/50? How could the evolution of sex occur from an original situation of asexual reproduction, which has the advantage that every member of a species could reproduce? Why the visible differences between the sexes? These questions have engaged the attentions of biologists such as Charles Darwin, August Weismann, Ronald Fisher, George C. Williams, John Maynard Smith and W. D. Hamilton, with varied success.
Of the many issues involved, there is widespread agreement on the following: the advantage of sexual and hermaphroditic reproduction over asexual reproduction lies in the way recombination increases the genetic diversity of the ensuing population.p234ch7 The advantage of sexual reproduction over hermaphroditic is not so clear. In forms that have two separate sexes, same sex combinations are excluded from mating which decreases the amount of diversity compared with hermaphrodites by at least twice. So, why are almost all progressive species bi-sexual, considering the asexual process is more efficient and simple, whilst hermaphrodites produce a more diversified progeny? It has been suggested that differentiation into two sexes has evolutionary advantages allowing changes to concentrate in the male part of the population and at the same time preserving the existing genotype distribution in the females. This enables the population to better meet the challenges of infection, parasitism, predation and other hazards of the varied environment. (See also Evolution of sex.)
Apart from sexual dimorphism, there are many other examples of human genetic polymorphisms. Infectious disease has been a major factor in human mortality, and so has affected the evolution of human populations. Evidence is now strong that many polymorphisms are maintained in human populations by balancing selection.
Human blood groups
All the common blood types, such as the ABO blood group system, are genetic polymorphisms. Here we see a system where there are more than two morphs: the phenotypes are A, B, AB and O are present in all human populations, but vary in proportion in different parts of the world. The phenotypes are controlled by multiple alleles at one locus. These polymorphisms are seemingly never eliminated by natural selection; the reason came from a study of disease statistics.
Statistical research has shown that the various phenotypes are more, or less, likely to suffer a variety of diseases. For example, an individual's susceptibility to cholera (and other diarrheal infections) is correlated with their blood type: those with type O blood are the most susceptible, while those with type AB are the most resistant. Between these two extremes are the A and B blood types, with type A being more resistant than type B. This suggests that the pleiotropic effects of the genes set up opposing selective forces, thus maintaining a balance. Geographical distribution of blood groups (the differences in gene frequency between populations) is broadly consistent with the classification of "races" developed by early anthropologists on the basis of visible features.:283–291
Such a balance is seen more simply in sickle-cell anaemia, which is found mostly in tropical populations in Africa and India. An individual homozygous for the recessive sickle haemoglobin, HgbS, has a short expectancy of life, whereas the life expectancy of the standard haemoglobin (HgbA) homozygote and also the heterozygote is normal (though heterozygote individuals will suffer periodic problems). The sickle-cell variant survives in the population because the heterozygote is resistant to malaria and the malarial parasite kills a huge number of people each year. This is balancing selection or genetic polymorphism, balanced between fierce selection against homozygous sickle-cell sufferers, and selection against the standard HgbA homozygotes by malaria. The heterozygote has a permanent advantage (a higher fitness) so long as malaria exists; and it has existed as a human parasite for a long time. Because the heterozygote survives, so does the HgbS allele survive at a rate much higher than the mutation rate (see and refs in Sickle-cell disease).
The Duffy antigen is a protein located on the surface of red blood cells, encoded by the FY (DARC) gene. The protein encoded by this gene is a non-specific receptor for several chemokines, and is the known entry-point for the human malarial parasites Plasmodium vivax and Plasmodium knowlesi. Polymorphisms in this gene are the basis of the Duffy blood group system.
In humans, a mutant variant at a single site in the FY cis-regulatory region abolishes all expression of the gene in erythrocyte precursors. As a result, homozygous mutants are strongly protected from infection by P. vivax, and a lower level of protection is conferred on heterozygotes. The variant has apparently arisen twice in geographically distinct human populations, in Africa and Papua New Guinea. It has been driven to high frequencies on at least two haplotypic backgrounds within Africa. Recent work indicates a similar, but not identical, pattern exists in baboons (Papio cynocephalus), which suffer a mosquito-carried malaria-like pathogen, Hepatocystis kochi. Researchers interpret this as a case of convergent evolution.
G6PD (Glucose-6-phosphate dehydrogenase) human polymorphism is also implicated in malarial resistance. G6PD alleles with reduced activity are maintained at a high level in endemic malarial regions, despite reduced general viability. Variant A (with 85% activity) reaches 40% in sub-Saharan Africa, but is generally less than 1% outside Africa and the Middle East.
Cystic fibrosis, a congenital disorder which affects about one in 2000 children, is caused by a mutant form of the CF transmembrane regulator gene, CFTR. The transmission is Mendelian: the normal gene is dominant, so all heterozygotes are healthy, but those who inherit two mutated genes have the condition. The mutated allele is present in about 1:25 of the population (mostly heterozygotes), which is much higher than expected from the rate of mutation alone. Sufferers from this disease have shortened life expectancy (and males are usually sterile if they survive), and the disease was effectively lethal in pre-modern societies. The incidence of the disease varies greatly between ethnic groups, but is highest in Caucasian populations.
Although over 1500 mutations are known in the CFTR gene, by far the most common mutant is DF508. This mutant is being kept at a high level in the population despite the lethal or near-lethal effects of the mutant homozygote. It seems that some kind of heterozygote advantage is operating. Early theories that the heterozygotes might enjoy increased fertility have not been borne out. Present indications are that the bacterium which causes typhoid fever enters cells using CFTR, and experiments with mice suggest that heterozygotes are resistant to the disease. If the same were true in humans, then heterozygotes would have had an advantage during typhoid epidemics. Cystic fibrosis is a prime target for gene therapy research.
Human taste morphisms
A famous puzzle in human genetics is the genetic ability to taste phenylthiocarbamide (phenylthiourea or PTC), a morphism which was discovered in 1931. This substance, which to some of us is bitter, and to others tasteless, is of no great significance in itself, yet it is a genetic dimorphism. Because of its high frequency (which varies in different ethnic groups) it must be connected to some function of selective value. The ability to taste PTC itself is correlated with the ability to taste other bitter substances, many of which are toxic. Indeed, PTC itself is toxic, though not at the level of tasting it on litmus. Variation in PTC perception may reflect variation in dietary preferences throughout human evolution, and might correlate with susceptibility to diet-related diseases in modern populations. There is a statistical correlation between PTC tasting and liability to thyroid disease.
Fisher, Ford and Huxley tested orangutans and chimpanzees for PTC perception with positive results, thus demonstrating the long-standing existence of this dimorphism. The recently identified PTC gene, which accounts for 85% of the tasting variance, has now been analysed for sequence variation with results which suggest selection is maintaining the morphism.
The ability to metabolize lactose, a sugar found in milk and other dairy products, is a prominent dimorphism that has been linked to recent human evolution.
Over fifty species in this family of birds practise brood parasitism; the details are best seen in the British or European cuckoo (Cuculus canorus). The female lays 15–20 eggs in a season, but only one in each nest of another bird. She removes some or all of the host's clutch of eggs, and lays an egg which closely matches the host eggs. Although, in Britain, the hosts are always smaller than the cuckoo itself, the eggs she lays are small, and coloured to match the host clutch but thick-shelled. This latter is a defence which protects the egg if the host detects the fraud.
The intruded egg develops exceptionally quickly; when the newly-hatched cuckoo is only ten hours old, and still blind, it exhibits an urge to eject the other eggs or nestlings. It rolls them into a special depression on its back and heaves them out of the nest. The cuckoo nestling is apparently able to pressure the host adults for feeding by mimicking the cries of the host nestlings. The diversity of the cuckoo's eggs is extraordinary, the forms resembling those of its most usual hosts. In Britain these are:
- Meadow pipit (Anthus pratensis): brown eggs speckled with darker brown.
- European robin (Erithacus rubecula): whitish-grey eggs speckled with bright red.
- Reed warbler (Acrocephalus scirpensis): light dull green eggs blotched with olive.
- Redstart (Phoenicurus phoenicurus): clear blue eggs.
- Hedge sparrow (Prunella modularis): clear blue eggs, unmarked, not mimicked. This bird is an uncritical fosterer; it tolerates in its nest eggs that do not resemble its own.
Each female cuckoo lays one type only; the same type laid by her mother. In this way female cuckoos are divided into groups (known as gentes, singular gens), each parasitises the host to which it is adapted. The male cuckoo has its own territory, and mates with females from any gens; thus the population (all gentes) is interbreeding.
The standard explanation of how the inheritance of gens works is as follows. The egg colour is inherited by sex chromosome. In birds sex determination is ZZ/ZW, and unlike mammals, the heterogametic sex is the female. The determining gene (or super-gene) for the inheritance of egg colour is believed to be carried on the W chromosome, which is directly transmitted in the female line. The female behaviour in choosing the host species is set by imprinting after birth, a common mechanism in bird behaviour.
Ecologically, the system of multiple hosts protects host species from a critical reduction in numbers, and maximises the egg-laying capacity of the population of cuckoos. It also extends the range of habitats where the cuckoo eggs may be raised successfully. Detailed work on the Cuckoo started with E. Chance in 1922, and continues to the present day; in particular, the inheritance of gens is still a live issue.
The grove snail, Cepaea nemoralis, is famous for the rich polymorphism of its shell. The system is controlled by a series of multiple alleles. The shell colour series is brown (genetically the top dominant trait), dark pink, light pink, very pale pink, dark yellow and light yellow (the bottom or universal recessive trait). Bands may be present or absent; and if present from one to five in number. Unbanded is the top dominant trait, and the forms of banding are controlled by modifier genes (see epistasis).
In England the snail is regularly predated by the song thrush Turdus philomelos, which breaks them open on thrush anvils (large stones). Here fragments accumulate, permitting researchers to analyse the snails taken. The thrushes hunt by sight, and capture selectively those forms which match the habitat least well. Snail colonies are found in woodland, hedgerows and grassland, and the predation determines the proportion of phenotypes (morphs) found in each colony.
A second kind of selection also operates on the snail, whereby certain heterozygotes have a physiological advantage over the homozygotes. In addition, apostatic selection is likely, with the birds preferentially taking the most common morph. This is the 'search pattern' effect, where a predominantly visual predator persists in targeting the morph which gave a good result, even though other morphs are available.
Despite the predation, the polymorphism survives in almost all habitats, though the proportions of morphs varies considerably. The alleles controlling the polymorphism form a super-gene with linkage so close as to be nearly absolute. This control saves the population from a high proportion of undesirable recombinants, and it is hypothesised that selection has brought the loci concerned together.
To sum up, in this species predation by birds appears to be the main (but not the only) selective force driving the polymorphism. The snails live on heterogeneous backgrounds, and thrush are adept at detecting poor matches. The inheritance of physiological and cryptic diversity is preserved also by heterozygous advantage in the super-gene. Recent work has included the effect of shell colour on thermoregulation, and a wider selection of possible genetic influences is considered by Cook.
A similar system of genetic polymorphism occurs in the White-lipped Snail Cepaea hortensis, a close relative of the grove snail. In Iceland, where there are no song thrushes, a correlation has been established between temperature and colour forms. Banded and brown morphs reach higher temperatures than unbanded and yellow snails. This may be the basis of the physiological selection found in both species of snail.
Scarlet tiger moth
The scarlet tiger moth Callimorpha (Panaxia) dominula (family Arctiidae) occurs in continental Europe, western Asia and southern England. It is a day-flying moth, noxious-tasting, with brilliant warning colour in flight, but cryptic at rest. The moth is colonial in habit, and prefers marshy ground or hedgerows. The preferred food of the larvae is the herb Comfrey (Symphytum officinale). In England it has one generation per year.
The moth is known to be polymorphic in its colony at Cothill, about five miles (8 km) from Oxford, with three forms: the typical homozygote; the rare homozygote (bimacula) and the heterozygote (medionigra). It was studied there by Ford and later by Sheppard and their co-workers over many years. Data is available from 1939 to the present day, got by the usual field method of capture-mark-release-recapture and by genetic analysis from breeding in captivity. The records cover gene frequency and population-size for much of the twentieth century.:ch. 7
In this instance the genetics appears to be simple: two alleles at a single locus, producing the three phenotypes. Total captures over 26 years 1939-64 came to 15,784 homozygous dominula (i.e. typica), 1,221 heterozygous medionigra and 28 homozygous bimacula. Now, assuming equal viability of the genotypes 1,209 heterozygotes would be expected, so the field results do not suggest any heterozygous advantage. It was Sheppard who found that the polymorphism is maintained by selective mating: each genotype preferentially mates with other morphs. This is sufficient to maintain the system despite the fact that in this case the heterozygote has slightly lower viability.
The peppered moth, Biston betularia, is justly famous as an example of a population responding in a heritable way to a significant change in their ecological circumstances. E.B. Ford described peppered moth evolution as "one of the most striking, though not the most profound, evolutionary changes ever actually witnessed in nature".
Although the moths are cryptically camouflaged and rest during the day in unexposed positions on trees, they are predated by birds hunting by sight. The original camouflage (or crypsis) seems near-perfect against a background of lichen growing on trees. The sudden growth of industrial pollution in the nineteenth century changed the effectiveness of the moths' camouflage: the trees became blackened by soot, and the lichen died off. In 1848 a dark version of this moth was found in the Manchester area. By 1895 98% of the Peppered Moths in this area were black. This was a rapid change for a species that has only one generation a year.
In Europe, there are three morphs: the typical white morph (betularia or typica), and carbonaria, the melanic black morph. They are controlled by alleles at one locus, with the carbonaria being dominant. There is also an intermediate or semi-melanic morph insularia, controlled by other alleles (see Majerus 1998).
A key fact, not realised initially, is the advantage of the heterozygotes, which survive better than either of the homozygotes. This affects the caterpillars as well as the moths, in spite of the caterpillars being monomorphic in appearance (they are twig mimics). In practice heterozygote advantage puts a limit to the effect of selection, since neither homozygote can reach 100% of the population. For this reason, it is likely that the carbonaria allele was in the population originally, pre-industrialisation, at a low level. With the recent reduction in pollution, the balance between the forms has already shifted back significantly.
Another interesting feature is that the carbonaria had noticeably darkened after about a century. This was seen quite clearly when specimens collected about 1880 were compared with specimens collected more recently: clearly the dark morph has been adjusted by the strong selection acting on the gene complex. This might happen if a more extreme allele was available at the same locus; or genes at other loci might act as modifiers. We do not, of course, know anything about the genetics of the original melanics from the nineteenth century.
This type of industrial melanism has only affected such moths as obtain protection from insect-eating birds by resting on trees where they are concealed by an accurate resemblance to their background (over 100 species of moth in Britain with melanic forms were known by 1980). No species which hide during the day, for instance, among dead leaves, is affected, nor has the melanic change been observed among butterflies.
This is, as shown in many textbooks, "evolution in action". Much of the early work was done by Bernard Kettlewell, whose methods came under scrutiny later on. The entomologist Michael Majerus discussed criticisms made of Kettlewell's experimental methods in his 1998 book Melanism: Evolution in Action. This book was misrepresented in some reviews, and the story picked up by creationist campaigners. Judith Hooper, in her controversial book Of Moths and Men (2002), implied that Kettlewell's work was fraudulent or incompetent. Careful studies of Kettlewell's surviving papers by Rudge (2005) and Young (2004) found that Hooper's accusation of fraud was unjustified, and that "Hooper does not provide one shred of evidence to support this serious allegation”. Majerus himself described Of Moths and Men as "littered with errors, misrepresentations, misinterpretations and falsehoods". A suitably restrained 2004 summary of opinion mostly favoured predation as the main selective force. Starting in 2000, Majerus conducted a detailed seven year study of moths, experimenting to assess the various criticisms. He concluded that that differential bird predation was a major factor responsible for the decline in carbonaria frequency compared to typica in Cambridge during the study period, and described his results as a complete vindication of the peppered moth story. He said, "If the rise and fall of the peppered moth is one of the most visually impacting and easily understood examples of Darwinian evolution in action, it should be taught. It provides after all the proof of evolution."
Current interpretation of the available evidence is that the peppered moth is in fact a valid example of natural selection and adaptation. It illustrates a polymorphic species maintaining adaptation to a varied and sometimes changing environment.
Two-spotted ladybird beetle
Adalia bipunctata, the two-spotted ladybird, is highly polymorphic. Its basic form is red with two black spots, but it has many other forms, the most important being melanic, with black elytra and red spots. The curious fact about this morphism is that, although the melanic forms are more common in industrial areas, its maintenance has nothing to do with cryptic camouflage and predation. The Coccinellidae as a whole are highly noxious, and experiments with birds and other predators have found this species quite exceptionally distasteful. Therefore, their colour is warning (aposematic) colouration, and all the morphs are quite conspicuous against green vegetation. The field studies identify differing proportions of morphs at different times of year and in different places, which indicates a high level of selection. However, the basis of that selection is still not known for sure, though many theories have been proposed. Since all the morphs are aposematically coloured, it seems unlikely that the difference between the colour of morphs is directly under selection. Perhaps pleiotropic effects of the genes acting on colour also affect the beetle's physiology, and hence its relative fitness. A similar polymorphic system is found in many other species in this family: Harmonia axyridis is a good example.
Ants exhibit a range of polymorphisms. First, there is their characteristic haplodiploid sex determination system, whereby all males are haploid, and all females diploid. Second, there is differentiation between both the females and males based mostly on feeding of larvae, which determines, for example, whether the imago is capable of reproduction. Lastly, there is differentiation of size and 'duties' (particularly of females), which are usually controlled by feeding and/or age, but which may sometimes be genetically controlled. Thus the order exhibits both genetic polymorphism and extensive polyphenism.
Hoverfly mimics can be seen in almost any garden in the temperate zone. The Syrphidae are a large (5600+ species) family of flies; their imagos feed on nectar and pollen, and are well known for their mimicry of social hymenoptera. The mimicry is Batesian in nature: hoverflies are palatable but hymenoptera are generally unpalatable and may also be protected by stings and/or armour.
Many social wasp (Vespidae) species exhibit Müllerian mimicry, where a group of unpalatable species benefit from sharing the same kind of warning (aposematic) colouration. Wasps are decidedly noxious: nasty-tasting and with a painful sting. They form a Mullerian 'ring' of similarly coloured models; the wasps are often accompanied by clusters of hover-fly mimics, who tend to arrive at the flowers at a similar time of day, and whose flight pattern is passably similar to wasp flight.
Observers in a garden can see for themselves that hoverfly mimics are quite common, usually many times more common than the models, and are (to our sight) relatively poor mimics, often easy to distinguish from real wasps. However, it has been established in other cases that imperfect mimicry can confer significant advantage to the mimic, especially if the model is really noxious. Also, not only is polymorphism absent from these mimics, it is absent in the wasps also: these facts are presumably connected.[clarification needed]
The situation with bumblebees (Bombus) is rather different. They too are unpalatable, in the sense of being difficult to eat: their body is covered with setae (like carpet pile) and is armoured; they are sometimes described as being 'non-food'. Mostler in 1935 carried out tests of their palatability: with the exception of specialist bee-eaters, adults of 19 species of birds ate only 2% of 646 bumblebees presented to them. After various trials, Mostler attributed their avoidance mainly to mechanical difficulties in handling: one young bird took 18 minutes to subdue, kill and eat a bumblebee.
Bumblebees form Mullerian rings of species, and they do often exhibit polymorphism. The hoverfly species mimicking bumblebees are generally accurate mimics, and many of their species are polymorphic. Many of the polymorphisms are different between the sexes, for example by the mimicry being limited to one sex only.
The question is, how can the differences between social wasp mimics and bumblebee mimics be explained? Evidently if model species are common, and have overlapping distributions, they are less likely to be polymorphic. Their mimics are widespread and develop a kind of rough and ready jack-of-all-trades mimicry. But if model species are less common and have patchy distribution they develop polymorphism; and their mimics match them more exactly and are polymorphic also. The issues are currently being investigated.
Chromosome polymorphism in Drosophila
In the 1930s Dobzhansky and his co-workers collected Drosophila pseudoobscura and D. persimilis from wild populations in California and neighbouring states. Using Painter's technique they studied the polytene chromosomes and discovered that the wild populations were polymorphic for chromosomal inversions. All the flies look alike whatever inversions they carry: this is an example of a cryptic polymorphism. Accordingly, Dobzhansky favoured the idea that the morphs became fixed in the population by means of Sewall Wright's drift. However, evidence rapidly accumulated to show that natural selection was responsible:
1. Values for heterozygote inversions of the third chromosome were often much higher than they should be under the null assumption: if no advantage for any form the number of heterozygotes should conform to Ns (number in sample) = p2+2pq+q2 where 2pq is the number of heterozygotes (see Hardy-Weinberg equilibrium).
2. Using a method invented by l'Heretier and Teissier, Dobzhansky bred populations in population cages, which enabled feeding, breeding and sampling whilst preventing escape. This had the benefit of eliminating migration as a possible explanation of the results. Stocks containing inversions at a known initial frequency can be maintained in controlled conditions. It was found that the various chromosome types do not fluctuate at random, as they would if selectively neutral, but adjust to certain frequencies at which they become stabilised. With D. persimilis he found that the caged population followed the values expected on the Hardy-Weinberg equilibrium when conditions were optimal (which disproved any idea of non-random mating), but with a restricted food supply heterozygotes had a distinct advantage.
3. Different proportions of chromosome morphs were found in different areas. There is, for example, a polymorph-ratio cline in D. robusta along an 18-mile (29 km) transect near Gatlinburg, TN passing from 1,000 feet (300 m) to 4,000 feet. Also, the same areas sampled at different times of year yielded significant differences in the proportions of forms. This indicates a regular cycle of changes which adjust the population to the seasonal conditions. For these results selection is by far the most likely explanation.
4. Lastly, morphs cannot be maintained at the high levels found simply by mutation, nor is drift a possible explanation when population numbers are high.
By the time Dobzhansky published the third edition of his book in 1951, he was persuaded that the chromosome morphs were being maintained in the population by the selective advantage of the heterozygotes, as with most polymorphisms. Later he made yet another interesting discovery. One of the inversions, known as PP, was quite rare up to 1946, but by 1958 its proportion had risen to 8%. Not only that, but the proportion was similar over an area of some 200,000 square miles (520,000 km2) in California. This cannot have happened by migration of PP morphs from, say, Mexico (where the inversion is common) because the rate of dispersal (at less than 2 km/year) is of the wrong order. The change therefore reflected a change in prevailing selection whose basis was not yet known.
Chromosomal polymorphism in general
In 1973, M. J. D. White, then at the end of a long career investigating karyotypes, gave an interesting summary of the distribution of chromosome polymorphism.
- "It is extremely difficult to get an adequate idea as to what fraction of the species of eukaryote organisms actually are polymorphic for structural rearrangements of the chromosomes. In Dipterous flies with polytene chromosomes... the figure is somewhere between 60 and 80 percent... In grasshoppers pericentric inversion polymorphism is shown by only a small number of species. But in this group polymorphism for super-numerary chromosomes and chromosome regions is very strongly developed in many species."
- "It is clear that the nature of natural populations is a very complicated subject, and it now appears probable that adaptation of the various genotypes to different ecological niches and frequency-dependent selection are at least as important, and probably more important in many cases, than simple heterosis (in the sense of increased viability or fecundity of the heterozygote)".
This suggests, once again, that polymorphism is a common and important aspect of adaptive evolution in natural populations.
An example of a botanical genetic polymorphism is heterostyly, in which flowers occur in different forms with different arrangements of the pistils and the stamens. The system is called heteromorphic self-incompatibility, and the general 'strategy' of stamens separated from pistils is known as herkogamy.
Pin and thrum heterostyly occurs in dimorphic species of Primula, such as P. vulgaris. There are two types of flower. The pin flower has a long style bearing the stigma at the mouth and the stamens half-way down; and the thrum flower has a short style, so the stigma is half-way up the tube and the stamens are at the mouth. So when an insect in search of nectar inserts its proboscis into a long-style flower, the pollen from the stamens stick to the proboscis in exactly the part that will later touch the stigma of the short-styled flower, and vice versa.
Another most important property of the heterostyly system is physiological. If thrum pollen is placed on a thrum stigma, or pin pollen on a pin stigma, the reproductive cells are incompatible and relatively little seed is set. Effectively, this ensures out-crossing, as described by Darwin. Quite a lot is now known about the underlying genetics; the system is controlled by a set of closely linked genes which act as a single unit, a super-gene.:ch. 10:86 All sections of the genus Primula have heterostyle species, altogether 354 species out of 419. Since heterostyly is characteristic of nearly all races or species, the system is at least as old as the genus.
Between 1861 and 1863, Darwin found the same kind of structure in other groups: flax (and other species of Linum); and in purple loosestrife and other species of Lythrum. Some of the Lythrum species are trimorphic, with one style and two stamens in each form.
Their heads are either white-striped or tan-striped. These differences in plumage result from a balanced chromosomal inversion polymorphism; in white-striped (WS) birds, one copy of chromosome 2 is partly inverted, while in tan-striped (TS) birds, both copies are uninverted.
The plumage differences are paralleled by differences in behavior and breeding strategy. WS males sing more, are more aggressive and more frequently engage in extra-pair copulation than their TS counterparts. TS birds of both sexes provide more parental care than WS birds.
The polymorphism is maintained by negative assortative mating – each morph mates with its opposite. Dimorphic pairs may have an advantageous balance between parental care and aggressive territorial defense. In addition, as in many other polymorphisms, heterozygote advantage seems to help maintain this one; the proportion of WS birds heterozygotic for the inversion is even lower than would be expected from the low frequency (4%) of pairings of the same morph.
In the underlying chromosomal polymorphism, the standard (ZAL2) and alternative (ZAL2m) arrangements differ by a pair of included pericentric inversions at least. ZAL2m suppresses recombination in the heterokaryotype and is evolving as a rare nonrecombining autosomal segment of the genome.
Whereas Darwin spent just five weeks in the Galápagos, and David Lack spent three months, Peter and Rosemary Grant and their colleagues have made research trips to the Galápagos for about thirty years, particularly studying Darwin's finches. Here we look briefly at the case of the large cactus finch Geospiza conirostris on Isla Genovesa (formerly Tower Island) which is formed from a shield volcano, and is home to a variety of birds. These birds, like all well-studied groups, show various kinds of morphism.
Males are dimorphic in song type: songs A and B are quite distinct. Also, males with song A have shorter bills than B males. This is also a clear difference. With these beaks males are able to feed differently on their favourite cactus, the prickly pear Opuntia. Those with long beaks are able to punch holes in the cactus fruit and eat the fleshy aril pulp which surrounds the seeds, whereas those with shorter beaks tear apart the cactus base and eat the pulp and any insect larvae and pupae (both groups eat flowers and buds). This dimorphism clearly maximises their feeding opportunities during the non-breeding season when food is scarce.
Territories of type A and type B males are random if not mated but alternate if mated: no two breeding males of the same song type shared a common boundary. This initially suggested the possibility of assortative mating by female choice. However, further work showed that "the choice of a male by a female is independent of any conditioning influence of her father's song type and there is no evidence of assortative mating by bill type... Hence there is no direct evidence of reproductive subdivision in the population". In 1999 Peter Grant agreed that "sympatric speciation [in this example] is unlikely to occur".:428
If the population is panmixic, then Geospiza conirostris exhibits a balanced genetic polymorphism and not, as originally supposed, a case of nascent sympatric speciation. The selection maintaining the polymorphism maximises the species' niche by expanding its feeding opportunity. The genetics of this situation cannot be clarified in the absence of a detailed breeding program, but two loci with linkage disequilibrium:ch. 5 is a possibility.
Another interesting dimorphism is for the bills of young finches, which are either "pink" or "yellow". All species of Darwin's finches exhibit this morphism, which lasts for two months. No interpretation of this phenomenon is known.:plate 10
Endler's survey of natural selection gave an indication of the relative importance of polymorphisms among studies showing natural selection. The results, in summary: Number of species demonstrating natural selection: 141. Number showing quantitative traits: 56. Number showing polymorphic traits: 62. Number showing both Q and P traits: 23. This shows that polymorphisms are found to be at least as common as continuous variation in studies of natural selection, and hence just as likely to be part of the evolutionary process.
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- ^ Huxley, Julian S. 1954 (presentation; printed 1955). "Morphism in Birds". 11th Int. Ornith. Cong., pp. 309–328. Basel.[clarification needed]
- ^ Grant B. Rosemary, Grant Peter R. (1979). "Darwin's Finches: Population Variation and Sympatric Speciation". Proc. Natl. Acad. Sci. USA 76 (5): 2359–2363. doi:10.1073/pnas.76.5.2359. PMC 383600. PMID 16592654. http://www.pubmedcentral.nih.gov/articlerender.fcgi?tool=pmcentrez&artid=383600.
- ^ Grant, Peter R.; Grant, B. Rosemary. 1989. "Sympatric Speciation and Darwin's Finches". In D. Otte & J. A. Endler (eds.) Speciation and its consequences. Sinauer.[clarification needed]
- ^ Grant, B. Rosemary; Grant, Peter R. 1989. Evolutionary Dynamics of a Natural Population: The Large Cactus Finch of the Galápagos, p. 241. Chicago: Chicago U. Pr.
- ^ a b Grant, Peter R. 1999. Ecology and Evolution of Darwin's Finches. Princeton: Princeton U. Pr.
- ^ Endler J.A. 1986. Natural Selection in the Wild, pp. 154–163 (Tables 5.1, 5.2; Sects. 5.2, 5.3). Princeton: Princeton U. Press.
- Guide to reptile morphs
- Heterostyly in the Cowslip (Primula veris L.)
- McNamara, Don (1998). "Notes on Rearing Scarlet tiger moth Callimorpha dominula (L.)". Amateur Entomologists' Society. http://www.amentsoc.org/mcnamara.htm. Retrieved 2006-08-15.
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