Individual Mutual Fund Company Research Reports

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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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