[1][2] In exchange for carbohydrate energy resources, the fungus provides benefits to the plant which can include increased water or nutrient uptake and protection from phytophagous insects, birds or mammals.
The endophytic fungi grow in the intercellular spaces of the plants, parallel to the leaves and stems, as elongated and thinly-dispersed branched hyphae.
[14][15] These specialists demonstrate high levels of specificity for their host species and may form physiologically adapted host-races on closely related congeners.
[22] Endophytic mutualists associate with species representative of every growth form and life history strategy in the grasses and many other groups of plants.
The chemical basis of insect resistance in endophyte-plant defense mutualisms has been most extensively studied in the perennial ryegrass and three major classes of secondary metabolites are found: indole diterpenes, ergot alkaloids and peramine.
[29][30][31][32] Peramine occurs widely in endophyte-associated grasses and may also act as a signal to invertebrate herbivores of the presence of more dangerous defensive chemicals.
[41][42][43] Due to the inherently nutrient-exchange based economy of the plant-endophyte association, it is not surprising that infection by fungi directly alters the chemical composition of plants, with corresponding impacts on their herbivores.
Endophytes frequently increase apoplastic carbohydrate concentration, altering the C:N ratio of leaves and making them a less efficient source of protein.
[53][54][55][56] The strongest evidence for anti-herbivore benefits of fungal endophytes come from studies of herbivore populations being extirpated when allowed to feed only on infected plants.
[60][61] Even endophytes which purportedly provide some defense benefit to their hosts such as the Neotyphidium partner of many grass species in the alpine tundra do not always lead to avoidance or ill-effects on herbivores due to spatial variation in levels of consumption.
), although negatively correlated with number of larvae present due to a reduction of oviposition on infected plants, which partially mitigates the higher damage rate.
[71][72] This continuum between mutualism and pathogenicity of endophytic fungi has major implications for plant fitness depending on the species of partners available in a given environment; mutualist status is conditional in a way similar to pollination and can shift from one to the other just as frequently.
[77] Plants undefended by chemical or physical means at certain points in their life histories have higher survival rates when infected with beneficial endophytic fungi.
[64] Because seeds are an important aspect of both fecundity and competitive ability for plants, high germination rates and seedling survival increase lifetime fitness.
[86] Above-ground and below-ground associations can be mutual drivers of diversity, so altering the interactions between plants and their fungi may also have drastic effects on the community at large, including herbivores.
[4][88] As carbon dioxide levels rise, the amplified photosynthesis will increase the pool of carbohydrates available to endophytic partners, potentially altering the strength of associations.
As carbohydrate levels increase within plants, relative nitrogen content will fall, having the dual effects of reducing nutritional benefit per unit biomass and also lowering concentrations of nitrogen-based defenses such as alkaloids.
[44] Biologists began to characterize the diversity of endophytic mutualists through primitive techniques such as isozyme analysis and measuring the effects of infection on herbivores.
[99] Studies comparing the relative impacts of mutualistic endophytes on inducible defenses and tolerance show a central function of infection in determining both responses to herbivore damage.
[101][102] Since the beginning of the biotechnology revolution, much research has been also focused on using genetically modified endophytes to improve plant yields and defensive properties.
[93] The genetic basis of response to herbivory is being explored in tall fescue, where it appears the production of jasmonic acid may play a role in downregulation of the host plant's chemical defense pathways when a fungal endophyte is present.
[97] When not lethal, defense chemicals produced by fungal endophytes may lead to lower productivity in cows and other livestock feeding on infected forage.
[107] Fungal resistance to herbivores represents an environmentally sustainable alternative to pesticides that has experienced reasonable success in agricultural applications.
[119] The selection of endophytes for agricultural use must be careful and consideration must be paid to the specific impacts of infection on all species of pest and predators or parasites, which may vary on a geographic scale.
[106] The union of ecological and molecular techniques to increase yield without sacrificing the health of the local or global environment is a growing area of research.
The toxic properties of ergot alkaloids also make them useful in the treatment of headaches and throughout the process of giving birth by inducing contractions and stemming hemorrhages.