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 (11/11/19)
• Akre Focus Fund N/L - AKREX (12/09/19)
• AllianzGI Technology Fund - RAGTX (02/28/20)
• American Funds-AMCAP Fund - AMCPX (03/23/20)
• American Funds-Bond Fund of America - ABNDX (12/11/19)
• American Funds-Capital Income Builder Fund - CAIBX (05/06/20)
• American Funds-Europacific Growth Fund - AEPGX (04/30/20)
• American Funds-Income Fund of America - AMECX (03/23/20)
• American Funds-Investment Company of America - AIVSX (03/26/20)
• American Funds-New Perspective Fund - ANWPX (04/30/20)
• American Funds-Smallcap World Fund - SMCWX (04/30/20)
• AMG TimesSquare International SmallCap - TCMPX (02/06/20)

B (return to top)

• Baillie Gifford International Growth Fund - BGESX N/L (02/18/20)
• Baron Emerging Markets Fund N/L - BEXFX (03/13/20)
• Baron Growth Fund - BGRFX (02/11/20)
• BlackRock Global Allocation Fund - MDLOX (03/18/20)
• BlackRock GNMA Fund - BGPAX (09/11/19)
• BlackRock Low Duration Bond - BLDAX (02/13/20)
• BlackRock Multi-Asset Income Fund - BAICX (12/09/19)
• BlackRock Strategic Income Opportunities Fund Inst'l Class - (12/03/19)
• BrandywineGlobal Opportunities Bond Fund - GOBAX (04/30/20) 

C (return to top)

• Carillon Eagle Small Cap Growth Fund - HRSCX (12/31/19)
• Champlain Small Company Fund N/L - CIPSX (03/17/20)
• Columbia Seligman Communications and Information Fund - SLMCX (02/06/20)

D (return to top)

• Delaware Small Cap Core Fund - DCCAX (12/31/19)
• Dodge & Cox Income Fund N/L - DODIX (05/01/20)
• Dodge & Cox Stock Fund N/L - DODGX (11/25/19)
• DWS Managed Municipal Fund - SMLAX (09/26/19)
• DWS RREEF Global Infrastructure Fund - TOLLX (12/24/19)

E (return to top)

• Edgewood Growth Fund Retail N/L - EGFFX (12/24/19)

F (return to top)

• Federated High Income Bond Fund - FHIIX (04/30/20)
• Federated Inst'l High Yield Bond - FIHBX (04/30/20)
• Federated Short-Term Income Fund - FTIAX (04/30/20)
• Federated Strategic Value Dividend Fund - SVAAX (02/06/20)
• Fidelity Advisor New Insights Fund - FNIAX (09/30/19)
• First Eagle Global Fund - SGENX (11/18/19)
• FPA Crescent Class N/L - FPACX (04/30/20)
• Franklin Convertible Securities Fund - FISCX (06/27/19)
• Franklin Federal Tax-Free Income - FKTIX (03/05/20)
• Franklin Income Fund - FKINX (04/24/20)
• Franklin Utilities Fund - FKUTX (04/14/20)

G (return to top)

• Gateway Fund (Natixis) - GATEX (09/27/19)
• Goldman Sachs Dynamic Municipal Income - GSMIX (03/10/20)
• Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (09/09/19)

H (return to top)

• Hartford Healthcare Fund - HGHAX (02/06/20)
• Hartford International Opportunities Fund - IHOAX (04/13/20)
• Hartford Midcap Fund - HFMCX (12/31/19)
• Hartford Total Return Bond Fund - ITBAX (02/21/20) 

I (return to top)

• Invesco Comstock Fund - ACSTX (02/12/20)
• Invesco European Growth Fund - AEDAX (12/03/19)
• Invesco Oppenheimer Developing Markets Fund - ODMAX (04/27/20)
• Ivy Mid Cap Growth Fund - WMGAX (02/21/20)

J (return to top)

• Janus Henderson Global Equity Income Fund - HFQAX (10/15/19)
• John Hancock Disciplined Value International Fund - JDIBX (02/13/20)
• John Hancock Income Fund - JHFIX (12/11/19)
• John Hancock Regional Bank Fund - FRBAX (12/17/19)
• JPMorgan Small Cap Growth Fund - PGSGX (04/22/20)
• JPMorgan Value Advantage Fund - JVAAX (03/12/20)

K (return to top)

L (return to top)

M (return to top)

• MainStay Floating Rate Fund - MXFAX (12/26/19)
• MainStay MacKay Convertible Fund - MCOAX (01/13//20)
• MainStay MacKay High Yield Corporate Bond Fund - MHCAX (12/26/19)
• MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/17/20)
• Matthews Pacific Tiger Fund N/L- MAPTX (02/11/20)
• MFS Total Return Fund - MSFRX (03/04/20)
• Morgan Stanley Institutional Global Opportunity Fund - MGGPX (04/13/20)
• Morgan Stanley Institutional Growth Fund - MSEGX (02/21/19)

N (return to top)

• Neuberger Berman Genesis Fund - NBGNX (11/15/19)
• Nuveen High Yield Municipal Bond Fund - NHMAX (03/16/20)
• Nuveen Limited Term Municipal Bond Fund - FLTDX (03/13/20)
• Nuveen Small Cap Value Fund - FSCAX (12/17/19) 

O (return to top)

• Oakmark Equity and Income Fund - OAKBX (03/16/20)
• Oakmark Fund - OAKMX (01/13/20)
• Oakmark International Fund - OAKIX (03/13/20)

P (return to top)

• Parnassus Core Equity Fund N/L - PRBLX (02/25/20)
• Parnassus Mid-Cap Fund N/L - PARMX (01/22/20)
• PIMCO Short-Term Fund - PSHAX (05/01/20)
• PIMCO Total Return Fund - PTTAX (04/24/20)
• Pioneer Strategic Income Fund - PSRAX (02/13/20)
• Principal Global Real Estate Securities Fund - POSAX (03/02/20)
• Principal MidCap Fund - PEMGX (12/31/19)

Q (return to top)

R (return to top)

S (return to top)

T (return to top)

• T. Rowe Price Equity Income Fund - PRFDX (05/08/20)
• T. Rowe Price Tax-Free Income Fund - PRTAX (02/28/20)
• TCW Emerging Markets Income Fund - TGEIX (09/09/19)
• Templeton Global Bond Fund - TPINX (05/07/20)
• Thornburg Intermediate Municipal Fund - THIMX (03/02/20)
• Thornburg Limited Term Municipal Fund - LTMFX (02/20/20)

U (return to top)

V (return to top)

• Van Eck Emerging Markets Fund - GBFAX (04/24/20)
• Van Eck International Investors Gold Fund - INIVX (04/30/20)
• Victory Integrity Small-Cap Value Fund - VSCVX (05/04/20)
• Virtus KAR Mid-Cap Core Fund VMACX (04/24/20)

W (return to top)

• Wells Fargo Core Bond Fund - MBFAX (03/16/20)
• Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (04/28/20)
• Wells Fargo Special Mid Cap Value Fund - WFPAX (12/31/19)
• Western Asset Total Return Unconstrained Fund - WAARX (04/30/20)

X (return to top)

Y (return to top)

Z (return to top)