Time to update the sectional classification of Ilex (Aquifoliaceae): New insights from Ilex phylogeny, morphology, and distribution

• Published in: Journal of systematics and evolution : JSE 2023-11, Vol.61 (6), p.1036-1046
• Main Authors: Yang, Yi, Jiang, Lei, Liu, En‐De, Liu, Wei‐Li, Chen, Li, Kou, Yi‐Xuan, Fan, Deng‐Mei, Cheng, Shan‐Mei, Zhang, Zhi‐Yong, Peng, Hua
• Format: Article
• Language: English
• Subjects: Classification; classification system; Classification systems; Conformity; distribution; Economic importance; Gene sequencing; Genera; Geographical distribution; Hierarchies; Ilex L; Morphology; nuclear gene; Phylogeny; Taxonomy
• ISSN: 1674-4918; 1759-6831
• DOI: 10.1111/jse.12935

Resolving the infrageneric classification of species‐rich genera has been challenging in plant taxonomy. Ilex L. is a subcosmopolitan genus with over 600 species of dioecious trees and shrubs. Many classification systems based on morphological data have been proposed during the past 250 years. However, these systems (such as Loesener's and Galle's systems) may not truly reflect Ilex's evolutionary trajectories because most of those system's infrageneric hierarchies are not monophyletic. In this study, we reconstructed a phylogeny of Ilex L. comprising 15 moderately to highly supported clades using rigorously identified samples (202 species) and closely authenticated gene sequences of three nuclear genes [internal transcribed spacer (ITS), external transcribed spacer (ETS), and nepGS]. The newly generated phylogenetic tree resembles essentially that of the nuclear tree of Manen et al., but shows conspicuous topological differences with the phylogeny of Yao et al. Closely scrutinizing morphological variation and distributional patterns of 202 species, this study found that most lineages of Ilex identified herein are well defined by a particular trait or a combination of morphological and distributional traits, displaying phylogeny–morphology–distribution conformity that has seldom been uncovered in previous studies. Given the general phylogeny–morphology–distribution conformity revealed in this genus, we put forward an updated sectional classification system for Ilex that temporarily contains 14 sections. The new classification will provide a robust framework for studying the evolution and diversification of this ecologically and economically important genus. The genus Ilex comprises at least 15 moderately to highly supported clades. The newly generated phylogenetic tree resembles essentially that of the nuclear tree of Manen et al., but shows conspicuous topological differences with the phylogeny of Yao et al. Most lineages of Ilex identified herein are well defined by a particular trait or a combination of morphological and distributional traits, displaying a phylogeny–morphology–distribution conformity that has seldom been uncovered in previous studies. We put forward an updated sectional classification system for Ilex that temporarily contains 14 sections.