The study of chromosomes, hybrids, and breeding systems has revealed much of value in understanding ferns. The chromosomes of ferns tend to have high base, or x, numbers, ranging from approximately 20 to 70, with the majority between 25 and 45. The familiar genus Osmunda, for example, has x = 22, Pteris 29, Asplenium 36, Dryopteris 41, Botrychium 45, and Pteridium 52. Ophioglossum reticulatum has 1,440 chromosomes, the highest number of any organism known to science. Among homosporous ferns, exceptions to the rule of high chromosome numbers are rare; in one species of filmy fern (Hymenophyllum peltatum), x = 11, the lowest number reported. Among heterosporous ferns, however, the situation is conspicuously different, and all have low base numbers (Marsilea, x = 10, 13, or 19; Salvinia, x = 9; Azolla, x = 22).
The explanation for the difference traditionally adopted by cytologists is that the high numbers in homosporous ferns arose from paleopolyploidy, the repeated duplication of whole sets of chromosomes long ago in the evolution of these plants. However, genetic studies have shown that in spite of their high chromosomal base numbers, most species act functionally as diploids (expressing only two copies of each gene in the sporophyte) rather than as polyploids. Evidence in support of the hypothesis that ferns are paleopolyploids is mostly circumstantial, such as several genetic studies that have demonstrated the selective silencing (deactivation) of various duplicate gene copies in recently formed polyploids.
Ferns overall still have relatively high levels of polyploidy, but these polyploids are all of relatively recent origin. Approximately 45 percent of the extant species of ferns are such neopolyploids.
The base chromosome numbers (indicated by the symbol x) have been used for classification purposes. Commonly, the base number is uniform for a genus or family, or it ranges around a given number. More rarely, the number varies drastically, as in the genus Thelypteris, which has x numbers ranging from 27 to 36, or Lindsaea, with x numbers from 34 to about 50. So much variation in the chromosome base number suggests that the “genus” concerned may be unnatural or that it may be very ancient, with intermediate numbers having disappeared (e.g., Dennstaedtia), or that it is in a state of active evolution (Thelypteridaceae).
Simple polyploid series—multiples of the base number—are prevalent among ferns, and a few species are reported to have forms or races that are diploid (with two times the base number of chromosomes), tetraploid (four times), or hexaploid (six times). For example, the fragile fern complex centred on Cystopteris fragilis has species with the number of chromosomes per nucleus in the sporophyte generation—represented by 2n—equal to two, four, and six times the base number of x = 42; or 2n = 84, 168, and 252. Species with both diploid and tetraploid forms are common, especially among widespread, abundant ferns. In most cases the cytological races are differentiated on quantitative characters, especially the sizes of such cells as spores, epidermal guard cells (cells next to stomates), and hair cells.
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