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.
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AB Global Bond Fund - ANAGX (05/25/21) |
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Akre Focus Fund N/L - AKREX (05/25/21) |
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Alger Small Cap Growth Fund - ALSAX (07/08/21) |
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American Century Small Cap Value - ACSCX (03/16/21) |
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American Funds-Bond Fund of America - ABNDX (11/23/20) $ |
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American Funds-Capital Income Builder Fund - CAIBX (05/19/21) |
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American Funds-Europacific Growth Fund - AEPGX (05/06/21) |
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American Funds-Income Fund of America - AMECX (03/21/21) |
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American Funds-New Perspective Fund - ANWPX (06/28/21) |
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American Funds-Smallcap World Fund - SMCWX (05/05/21) |
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Baillie Gifford International Growth Fund - BGESX N/L (03/23/21) |
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Baird Ultra Short Bond Fund - BUBSX N/L (05/12/21) |
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Baron Emerging Markets Fund N/L - BEXFX (03/11/21) |
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Baron Growth Fund - BGRFX (01/25/21) |
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BlackRock Global Allocation Fund - MDLOX (03/11/21) |
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BlackRock GNMA Fund - BGPAX (07/12/21) |
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BlackRock Low Duration Bond - BLDAX (01/27/21) |
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BlackRock Multi-Asset Income Fund - BAICX (05/26/21) |
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BlackRock Strategic Income Opportunities Fund Inst'l Class - BAICX (06/22/21) |
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BlackRock Technology Opportunities - BGSAX (04/15/21) |
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BrandywineGlobal Opportunities Bond Fund - GOBAX (04/23/21) |
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Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (01/25/21) |
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Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (02/11/21) |
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Carillon Eagle Small Cap Growth Fund - HRSCX (06/09/21) |
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Champlain Small Company Fund N/L - CIPSX (03/11/21) |
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Cohen & Steers Realty Shares - CSJAX (06/16/21) |
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Columbia Overseas Value Fund - COAVX (02/24/21) |
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Columbia Seligman Communications and Information Fund - SLMCX (02/08/21) |
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Delaware Ivy Mid Cap Growth Fund - WMGAX (01/25/21) |
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Delaware Small Cap Core Fund - DCCAX (06/28/21) |
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Dodge & Cox Income Fund N/L - DODIX (06/04/21) |
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Dodge & Cox Stock Fund N/L - DODGX (06/04/21) |
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Edgewood Growth Fund Retail N/L - EGFFX (06/24/21) |
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Federated Hermes High Income Bond Fund - FHIIX (05/06/21) |
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Federated Hermes Inst'l High Yield Bond - FIHBX (05/06/21) |
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Federated Hermes Short-Term Income Fund - FTIAX (05/12/21) |
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Federated Hermes Strategic Value Dividend Fund - SVAAX (01/25/21) |
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First Eagle Global Fund - SGENX (05/26/21) |
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FPA Crescent Class N/L - FPACX (05/25/21) |
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Franklin Convertible Securities Fund - FISCX (06/05/21) |
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Franklin Federal Tax-Free Income - FKTIX (06/08/21) |
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Franklin Income Fund - FKINX (05/25/21) |
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Franklin Utilities Fund - FKUTX (03/31/21) |
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Goldman Sachs Dynamic Municipal Income - GSMIX (03/16/21) |
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Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (06/07/21) |
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Hartford Healthcare Fund - HGHAX (02/10/21) |
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Hartford International Opportunities Fund - IHOAX (03/29/21) |
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Hartford Midcap Fund - HFMCX (06/07/21) |
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Hartford Total Return Bond Fund - ITBAX (03/04/21) |
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Invesco Comstock Fund - ACSTX (03/01/21) |
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Invesco Developing Markets Fund - ODMAX (03/29/21) |
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Invesco European Growth Fund - AEDAX (06/17/21) |
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Janus Henderson Global Equity Income Fund - HFQAX (04/27/21) |
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John Hancock Income Fund - JHFIX (06/23/21) |
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JPMorgan Small Cap Growth Fund - PGSGX (09/16/21) |
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JPMorgan Value Advantage Fund - JVAAX (02/24/21) |
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Loomis Sayles Growth Fund - LGRRX (05/12/21) |
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MainStay CBRE Global Infrastructure Fund - VCRAX (06/22/21) |
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MainStay Floating Rate Fund - MXFAX (06/24/21) |
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MainStay MacKay Convertible Fund - MCOAX (06/08/21) |
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MainStay MacKay High Yield Corporate Bond Fund - MHCAX (06/29/21) |
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MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/29/21) |
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Matthews Pacific Tiger Fund N/L- MAPTX (03/11/21) |
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MFS Total Return Fund- MSFRX (02/24/21) |
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Morgan Stanley Institutional Advantage Fund - MAPPX (03/31/21) |
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Morgan Stanley Institutional Global Opportunity Fund - MGGPX (06/15/21) |
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Morgan Stanley Institutional Growth Fund - MSEGX (03/30/21) |
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Neuberger Berman Genesis Fund - NBGNX (04/27/21) |
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Nuveen Limited Term Municipal Bond Fund - FLTDX (04/14/21) |
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Oakmark Equity and Income Fund - OAKBX (05/18/21) |
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Oakmark Fund - OAKMX (05/19/21) |
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Oakmark International Fund - OAKIX (03/02/21) |
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Parnassus Core Equity Fund N/L - PRBLX (02/08/21) |
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Parnassus Mid-Cap Fund N/L - PARMX (03/02/21) |
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PIMCO Short-Term Fund - PTSPX (06/07/21) |
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PIMCO Total Return Fund - PTTAX (06/09/21) |
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Pioneer Strategic Income Fund - PSRAX (02/24/21) |
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Principal Global Real Estate Securities Fund - POSAX (03/11/21) |
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Principal MidCap Fund - PEMGX (12/29/20) |
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T. Rowe Price Equity Income Fund N/L - PRFDX (06/07/21) |
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T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (04/12/21) |
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T. Rowe Price Tax-Free Income Fund N/L - PRTAX (02/04/21) |
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TCW Emerging Markets Income Fund N/L - TGEIX (06/07/21) |
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Templeton Global Bond Fund - TPINX (03/31/21) |
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Thornburg Strategic Income Fund - TSIAX (05/12/21) |
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Touchstone Mid Cap Fund - TMAPX (03/04/21) |
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Transamerica Intermediate Muni Fund - TAMUX (03/15/21) |
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Van Eck Emerging Markets Fund - GBFAX (03/31/21) |
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Van Eck International Investors Gold Fund - INIVX (04/27/21) |
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Victory Integrity Small-Cap Value Fund - VSCVX (06/25/21) |
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Virtus AllianzGI Technology Fund - RAGTX (02/10/21) |
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Virtus KAR Mid-Cap Core Fund VMACX (05/20/21) |
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WCM International Small Cap Growth Instl - WCMSX (02/11/21) |
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Wells Fargo Core Bond Fund - MBFAX (04/23/21) |
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Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (03/02/21) |
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Wells Fargo Special Mid Cap Value Fund - WFPAX (12/29/20) |
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Western Asset Total Return Unconstrained Fund - WAARX (05/12/21) |
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