Mutual fund research

Raymond James has the distinction of being among the first firms in the nation to publish mutual fund research reports recommending individual funds to investors. Today, our research remains unique in that it offers clients our clear opinion of how a particular fund will perform in the future.

You won’t need to rely on ratings that analyze what a fund has done in the past; with our strong mutual fund research capabilities, you’ll provide research reports that not only include Raymond James’ recommendations for the fund, but feature easy-to-understand performance data, top holdings, general data and hypothetical illustrations that make this information come alive for your clients. Then you’ll go a step beyond your competition, providing reports that review the fund’s objectives and management style and offer the analyst’s conclusion about future performance overall.

“Learn more on Raymond James Mutual Fund Research.”