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  • Individual Mutual Fund Company Research Reports

    For more information about our mutual fund research or a sample copy, please contact your Financial Advisor or use the convenient Office Locator to find our office(s) nearest you today.

    Research reports are accompanied by the last published date.

    A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

    A (return to top)

    • AB Global Bond Fund - ANAGX (06/05/19)
    • AllianzGI Technology Fund - RAGTX (09/11/19)
    • American Funds-AMCAP Fund - AMCPX (04/18/19)
    • American Funds-Bond Fund of America - ABNDX (06/05/19)
    • American Funds-Capital Income Builder Fund - CAIBX (05/20/19)
    • American Funds-Europacific Growth Fund - AEPGX (05/20/19)
    • American Funds-Income Fund of America - AMECX (04/23/19)
    • American Funds-Investment Company of America - AIVSX (04/29/19)
    • American Funds-New Perspective Fund - ANWPX (05/10/19)
    • American Funds-Smallcap World Fund - SMCWX (05/10/19)
    • AMG TimesSquare International SmallCap - TCMPX (07/12/19)

    B (return to top)

    • Baron Emerging Markets Fund N/L - BEXFX (09/12/19)
    • Baron Growth Fund - BGRFX (07/30/19)
    • BlackRock Global Allocation Fund - MDLOX (09/11/19)
    • BlackRock GNMA Fund - BGPAX (09/11/19)
    • BlackRock Low Duration Bond - BLDAX (08/16/19)
    • BlackRock Multi-Asset Income Fund - BAICX (06/05/19)
    • BlackRock Strategic Income Opportunities Fund Inst'l Class - (04/29/19)
    • BrandywineGlobal Opportunities Bond Fund - GOBAX (04/18/19) 

    C (return to top)

    • Carillon Eagle Small Cap Growth Fund - HRSCX (06/12/19)
    • Champlain Small Company Fund N/L - CIPSX (09/24/19)
    • ClearBridge Aggressive Growth Fund – SHRAX (09/24/19)
    •  Columbia Seligman Communications and Information Fund - SLMCX (08/13/19)

    D (return to top)

    • Delaware Small Cap Core Fund - DCCAX (06/27/19)
    • Dodge & Cox Income Fund N/L - DODIX (09/19/19)
    • Dodge & Cox Stock Fund N/L - DODGX (05/31/19)
    • DWS Managed Municipal Fund - SMLAX (09/26/19)
    • DWS RREEF Global Infrastructure Fund - TOLLX (08/26/19)

    (return to top)

    • Edgewood Growth Fund Retail N/L - EGFFX (06/20/19)

    F (return to top)

    • Federated High Income Bond Fund - FHIIX (06/03/19)
    • Federated Inst'l High Yield Bond - FIHBX (06/05/19)
    • Federated Short-Term Income Fund - FTIAX (05/21/19)
    • Federated Strategic Value Dividend Fund - SVAAX (08/28/19)
    • Fidelity Advisor New Insights Fund - FNIAX (09/30/19)
    • First Eagle Fund of America - FEFAX (03/28/19)
    • First Eagle Global Fund - SGENX (03/20/19)
    • FPA Crescent Class N/L - FPACX (03/27/19)
    • Franklin Convertible Securities Fund - FISCX (06/27/19)
    • Franklin Federal Tax-Free Income - FKTIX (05/30/19)
    • Franklin Income Fund - FKINX (09/30/19)
    • Franklin Utilities Fund - FKUTX (09/27/19)

    G (return to top)

    • Gateway Fund (Natixis) - GATEX (09/27/19)
    • Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (09/09/19)

    H (return to top)

    • Hartford Healthcare Fund - HGHAX (08/21/19)
    • Hartford International Opportunities Fund - IHOAX (05/20/19)
    • Hartford Midcap Fund - HFMCX (06/27/19)
    • Hartford Total Return Bond Fund - ITBAX (08/21/19) 

    I (return to top)

    • Invesco Comstock Fund - ACSTX (09/10/19)
    • Invesco Equity and Income Fund - ACEIX (08/27/19)
    • Invesco European Growth Fund - AEDAX (06/18/19)
    • Invesco Oppenheimer Developing Markets Fund - ODMAX (09/27/19)
    • Ivy Mid Cap Growth Fund - WMGAX (08/21/19)

    J (return to top)

    • Janus Henderson Global Equity Income Fund - HFQAX (05/31/19)
    • John Hancock Disciplined Value International Fund - JDIBX (09/19/19)
    • John Hancock Income Fund - JHFIX (06/25/19)
    • John Hancock Regional Bank Fund - FRBAX (08/27/19)
    • JPMorgan High Yield Bond Fund - OHYAX (09/05/19)
    • JPMorgan Small Cap Growth Fund - PGSGX (09/30/19)
    • JPMorgan Value Advantage Fund - JVAAX (09/25/19)

    K (return to top)

    L (return to top)

    M (return to top)

    • MainStay Floating Rate Fund - MXFAX (07/12/19)
    • MainStay MacKay Convertible Fund - MCOAX (06/13/19)
    • MainStay MacKay High Yield Corporate Bond Fund - MHCAX (06/27/19)
    • MainStay MacKay High Yield Municipal Bond Fund - MMHAX (09/11/19)
    • Matthews Pacific Tiger Fund N/L- MAPTX (09/05/19)
    • MFS Total Return Fund - MSFRX (08/22/19)
    • Morgan Stanley Institutional Global Opportunity Fund - MGGPX (04/18/19)
    • Morgan Stanley Institutional Growth Fund - MSEGX (06/20/19)

    N (return to top)

    • Neuberger Berman Genesis Fund - NBGNX (04/29/19)
    • Nuveen High Yield Municipal Bond Fund - NHMAX (09/19/19)
    • Nuveen Limited Term Municipal Bond Fund - FLTDX (09/23/19)
    • Nuveen Small Cap Value Fund - FSCAX (07/12/19) 

    O (return to top)

    • Oakmark Equity and Income Fund - OAKBX (09/27/19)
    • Oakmark Fund - OAKMX (05/22/19)
    • Oakmark International Fund - OAKIX (09/25/19) 

    P (return to top)

    • Parnassus Core Equity Fund N/L - PRBLX (09/11/19)
    • PIMCO Real Return Bond Fund - PRTNX (03/05/19)
    • PIMCO Short-Term Fund - PSHAX (05/20/19)
    • PIMCO Total Return Fund - PTTAX (05/28/19)
    • Pioneer Strategic Income Fund - PSRAX (08/28/19)
    • Principal Global Real Estate Securities Fund - POSAX (09/12/19)
    • Principal MidCap Fund - PEMGX (07/12/19)
    • PGIM Jennison Natural Resources Fund - PGNAX (01/31/19)
    • PGIM Jennison Small Company Fund - PGOAX (06/27/19) 

    Q (return to top)

    R (return to top)

    S (return to top)

    T (return to top)

    • T. Rowe Price Equity Income Fund - PRFDX (09/11/19)
    • T. Rowe Price Short-Term Bond Fund - PRWBX (04/24/19)
    • T. Rowe Price Tax-Free Income Fund - PRTAX (08/22/19)
    • TCW Emerging Markets Income Fund - TGEIX (09/09/19)
    • Templeton Global Bond Fund - TPINX (04/15/19)
    • Thornburg Intermediate Municipal Fund - THIMX (08/28/19)
    • Thornburg Limited Term Municipal Fund - LTMFX (09/11/19) 

    U (return to top)

    V (return to top)

    • Van Eck Emerging Markets Fund - GBFAX (04/15/19)
    • Van Eck International Investors Gold Fund - INIVX (05/10/19)
    • Victory Integrity Small-Cap Value Fund - VSCVX (05/31/19)
    • Virtus KAR Mid-Cap Core Fund VMACX (04/16/19) 

    W (return to top)

    • Wells Fargo Core Bond Fund - MBFAX (04/15/19)
    • Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (09/23/19)
    • Wells Fargo Special Mid Cap Value Fund - WFPAX (06/27/19)
    • Western Asset Total Return Unconstrained Fund - WAARX (09/27/19)

    X (return to top)

    Y (return to top)

    Z (return to top)

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