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 (05/19/20)
  • Akre Focus Fund N/L - AKREX (07/16/20)
  • AllianzGI Technology Fund - RAGTX (08/18/20)
  • American Funds-AMCAP Fund - AMCPX (03/23/20)
  • American Funds-Bond Fund of America - ABNDX (05/19/20)
  • 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 (08/11/20)

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 (07/27/20)
  • BlackRock Global Allocation Fund - MDLOX (03/18/20)
  • BlackRock GNMA Fund - BGPAX (06/04/20)
  • BlackRock Low Duration Bond - BLDAX (08/11/20)
  • BlackRock Multi-Asset Income Fund - BAICX (05/26/20)
  • BlackRock Strategic Income Opportunities Fund Inst'l Class - (06/29/20)
  • BrandywineGlobal Opportunities Bond Fund - GOBAX (04/30/20)
  • Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (07/13/20)

C (return to top)

  • Carillon Eagle Small Cap Growth Fund - HRSCX (06/10/20)
  • Champlain Small Company Fund N/L - CIPSX (03/17/20)
  • Columbia Overseas Value Fund - COAVX (08/10/20)
  • Columbia Seligman Communications and Information Fund - SLMCX (07/23/20)

D (return to top)

  • Delaware Small Cap Core Fund - DCCAX (07/14/20)
  • Dodge & Cox Income Fund N/L - DODIX (05/01/20)
  • Dodge & Cox Stock Fund N/L - DODGX (05/12/20)

(return to top)

  • Edgewood Growth Fund Retail N/L - EGFFX (07/21/20)

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 (07/31/20)
  • First Eagle Global Fund - SGENX (05/27/20)
  • FPA Crescent Class N/L - FPACX (04/30/20)
  • Franklin Convertible Securities Fund - FISCX (06/10/20)
  • Franklin Federal Tax-Free Income - FKTIX (08/18/20)
  • 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 (06/02/20)

H (return to top)

  • Hartford Healthcare Fund - HGHAX (07/31/20)
  • Hartford International Opportunities Fund - IHOAX (04/13/20)
  • Hartford Midcap Fund - HFMCX (07/31/20)
  • Hartford Total Return Bond Fund - ITBAX (08/18/20) 

I (return to top)

  • Invesco Comstock Fund - ACSTX (08/21/20)
  • Invesco European Growth Fund - AEDAX (06/02/20)
  • Invesco Oppenheimer Developing Markets Fund - ODMAX (04/13/20)
  • Ivy Mid Cap Growth Fund - WMGAX (08/11/20)

J (return to top)

  • Janus Henderson Global Equity Income Fund - HFQAX (05/19/20)
  • John Hancock Income Fund - JHFIX (06/19/20)
  • 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 CBRE Global Infrastructure Fund - VCRAX (06/11/20)
  • MainStay Floating Rate Fund - MXFAX (06/26/20)
  • MainStay MacKay Convertible Fund - MCOAX (06/10/20)
  • MainStay MacKay High Yield Corporate Bond Fund - MHCAX (06/26/20)
  • MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/17/20)
  • Matthews Pacific Tiger Fund N/L- MAPTX (07/31/20)
  • MFS Total Return Fund - MSFRX (08/18/20)
  • Morgan Stanley Institutional Global Opportunity Fund - MGGPX (04/13/20)
  • Morgan Stanley Institutional Growth Fund - MSEGX (02/21/20)

N (return to top)

  • Neuberger Berman Genesis Fund - NBGNX (05/15/20)
  • Nuveen High Yield Municipal Bond Fund - NHMAX (07/28/20)
  • Nuveen Limited Term Municipal Bond Fund - FLTDX (03/13/20)
  • Nuveen Small Cap Value Fund - FSCAX (06/10/20) 

O (return to top)

  • Oakmark Equity and Income Fund - OAKBX (03/16/20)
  • Oakmark Fund - OAKMX (05/26/20)
  • Oakmark International Fund - OAKIX (03/13/20)

P (return to top)

  • Parnassus Core Equity Fund N/L - PRBLX (07/31/20)
  • Parnassus Mid-Cap Fund N/L - PARMX (08/17/20)
  • PIMCO Short-Term Fund - PSHAX (05/01/20)
  • PIMCO Total Return Fund - PTTAX (04/24/20)
  • Pioneer Strategic Income Fund - PSRAX (08/18/20)
  • Principal Global Real Estate Securities Fund - POSAX (08/24/20)
  • Principal MidCap Fund - PEMGX (06/29/20)

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 (08/20/20)
  • TCW Emerging Markets Income Fund - TGEIX (05/29/20)
  • Templeton Global Bond Fund - TPINX (05/07/20)
  • Thornburg Intermediate Municipal Fund - THIMX (06/22/20)
  • Thornburg Limited Term Municipal Fund - LTMFX (06/22/20)
  • Touchstone Mid Cap Fund - TMAPX (08/10/20)
  • Transamerica Intermediate Muni Fund - TAMUX (07/13/20)

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 (07/23/20)
  • Western Asset Total Return Unconstrained Fund - WAARX (04/30/20)

X (return to top)

Y (return to top)

Z (return to top)

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