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.

AB Global Bond Fund - ANAGX (05/25/21)

Akre Focus Fund N/L - AKREX (05/25/21)

Alger Small Cap Growth Fund - ALSAX (07/08/21)

American Century Small Cap Value - ACSCX (03/16/21)

American Funds-Bond Fund of America - ABNDX (11/23/20) $

American Funds-Capital Income Builder Fund - CAIBX (05/19/21)

American Funds-Europacific Growth Fund - AEPGX (05/06/21)

American Funds-Income Fund of America - AMECX (03/21/21)

American Funds-New Perspective Fund - ANWPX (06/28/21)

American Funds-Smallcap World Fund - SMCWX (05/05/21)

Baillie Gifford International Growth Fund - BGESX N/L (03/23/21)

Baird Ultra Short Bond Fund - BUBSX N/L (05/12/21)

Baron Emerging Markets Fund N/L - BEXFX (03/11/21)

Baron Growth Fund - BGRFX (01/25/21)

BlackRock Global Allocation Fund - MDLOX (03/11/21)

BlackRock GNMA Fund - BGPAX (07/12/21)

BlackRock Low Duration Bond - BLDAX (01/27/21)

BlackRock Multi-Asset Income Fund - BAICX (05/26/21)

BlackRock Strategic Income Opportunities Fund Inst'l Class - BAICX (06/22/21)

BlackRock Technology Opportunities - BGSAX (04/15/21)

BrandywineGlobal Opportunities Bond Fund - GOBAX (04/23/21)

Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (01/25/21)

Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (02/11/21)

Carillon Eagle Small Cap Growth Fund - HRSCX (06/09/21)

Champlain Small Company Fund N/L - CIPSX (03/11/21)

Cohen & Steers Realty Shares - CSJAX (06/16/21)

Columbia Overseas Value Fund - COAVX (02/24/21)

Columbia Seligman Communications and Information Fund - SLMCX (02/08/21)

Delaware Ivy Mid Cap Growth Fund - WMGAX (01/25/21)

Delaware Small Cap Core Fund - DCCAX (06/28/21)

Dodge & Cox Income Fund N/L - DODIX (06/04/21)

Dodge & Cox Stock Fund N/L - DODGX (06/04/21)

Edgewood Growth Fund Retail N/L - EGFFX (06/24/21)

Federated Hermes High Income Bond Fund - FHIIX (05/06/21)

Federated Hermes Inst'l High Yield Bond - FIHBX (05/06/21)

Federated Hermes Short-Term Income Fund - FTIAX (05/12/21)

Federated Hermes Strategic Value Dividend Fund - SVAAX (01/25/21)

First Eagle Global Fund - SGENX (05/26/21)

FPA Crescent Class N/L - FPACX (05/25/21)

Franklin Convertible Securities Fund - FISCX (06/05/21)

Franklin Federal Tax-Free Income - FKTIX (06/08/21)

Franklin Income Fund - FKINX (05/25/21)

Franklin Utilities Fund - FKUTX (03/31/21)

Goldman Sachs Dynamic Municipal Income - GSMIX (03/16/21)

Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (06/07/21)

Hartford Healthcare Fund - HGHAX (02/10/21)

Hartford International Opportunities Fund - IHOAX (03/29/21)

Hartford Midcap Fund - HFMCX (06/07/21)

Hartford Total Return Bond Fund - ITBAX (03/04/21)

Invesco Comstock Fund - ACSTX (03/01/21)

Invesco Developing Markets Fund - ODMAX (03/29/21)

Invesco European Growth Fund - AEDAX (06/17/21)

Janus Henderson Global Equity Income Fund - HFQAX (04/27/21)

John Hancock Income Fund - JHFIX (06/23/21)

JPMorgan Small Cap Growth Fund - PGSGX (09/16/21)

JPMorgan Value Advantage Fund - JVAAX (02/24/21)

Loomis Sayles Growth Fund - LGRRX (05/12/21)

MainStay CBRE Global Infrastructure Fund - VCRAX (06/22/21)

MainStay Floating Rate Fund - MXFAX (06/24/21)

MainStay MacKay Convertible Fund - MCOAX (06/08/21)

MainStay MacKay High Yield Corporate Bond Fund - MHCAX (06/29/21)

MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/29/21)

Matthews Pacific Tiger Fund N/L- MAPTX (03/11/21)

MFS Total Return Fund- MSFRX (02/24/21)

Morgan Stanley Institutional Advantage Fund - MAPPX (03/31/21)

Morgan Stanley Institutional Global Opportunity Fund - MGGPX (06/15/21)

Morgan Stanley Institutional Growth Fund - MSEGX (03/30/21)

Neuberger Berman Genesis Fund - NBGNX (04/27/21)

Nuveen Limited Term Municipal Bond Fund - FLTDX (04/14/21)

Oakmark Equity and Income Fund - OAKBX (05/18/21)

Oakmark Fund - OAKMX (05/19/21)

Oakmark International Fund - OAKIX (03/02/21)

Parnassus Core Equity Fund N/L - PRBLX (02/08/21)

Parnassus Mid-Cap Fund N/L - PARMX (03/02/21)

PIMCO Short-Term Fund - PTSPX (06/07/21)

PIMCO Total Return Fund - PTTAX (06/09/21)

Pioneer Strategic Income Fund - PSRAX (02/24/21)

Principal Global Real Estate Securities Fund - POSAX (03/11/21)

Principal MidCap Fund - PEMGX (12/29/20)

T. Rowe Price Equity Income Fund N/L - PRFDX (06/07/21)

T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (04/12/21)

T. Rowe Price Tax-Free Income Fund N/L - PRTAX (02/04/21)

TCW Emerging Markets Income Fund N/L - TGEIX (06/07/21)

Templeton Global Bond Fund - TPINX (03/31/21)

Thornburg Strategic Income Fund - TSIAX (05/12/21)

Touchstone Mid Cap Fund - TMAPX (03/04/21)

Transamerica Intermediate Muni Fund - TAMUX (03/15/21)

Van Eck Emerging Markets Fund - GBFAX (03/31/21)

Van Eck International Investors Gold Fund - INIVX (04/27/21)

Victory Integrity Small-Cap Value Fund - VSCVX (06/25/21)

Virtus AllianzGI Technology Fund - RAGTX (02/10/21)

Virtus KAR Mid-Cap Core Fund VMACX (05/20/21)

WCM International Small Cap Growth Instl - WCMSX (02/11/21)

Wells Fargo Core Bond Fund - MBFAX (04/23/21)

Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (03/02/21)

Wells Fargo Special Mid Cap Value Fund - WFPAX (12/29/20)

Western Asset Total Return Unconstrained Fund - WAARX (05/12/21)

 

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