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.

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 (03/29/18)
  • AllianzGI Technology Fund - RAGTX (03/02/18)
  • American Funds-AMCAP Fund - AMCPX (03/06/18)
  • American Funds-Bond Fund of America - ABNDX (05/02/18)
  • American Funds-Capital Income Builder Fund - CAIBX (05/18/18)
  • American Funds-Europacific Growth Fund - AEPGX (06/01/18)
  • American Funds-Income Fund of America - AMECX (03/02/18)
  • American Funds-Investment Company of America - AIVSX (03/07/18)
  • American Funds-New Perspective Fund - ANWPX (03/26/18)
  • American Funds-Smallcap World Fund - SMCWX (03/29/18)
  • AMG TimesSquare International SmallCap - TCMPX (01/11/18)

B (return to top)

  • Baron Emerging Markets Fund N/L - BEXFX (04/24/18)
  • Baron Growth Fund - BGRFX (04/24/18)
  • BlackRock Global Allocation Fund - MDLOX (02/07/18)
  • BlackRock GNMA Fund - BGPAX (01/18/18)
  • BlackRock Multi-Asset Income Fund - BAICX (01/17/18)
  • BlackRock Strategic Income Opportunities Fund Inst'l Class - (03/02/18)
  • BrandywineGlobal Opportunities Bond Fund - GOBAX (05/10/18)

C (return to top)

  • Carillon Eagle Small Cap Growth Fund - HRSCX (03/29/18)
  • Champlain Small Company Fund N/L - CIPSX (04/24/18)
  • ClearBridge Aggressive Growth Fund – SHRAX (01/17/18)
  • Columbia Dividend Opportunity Fund - INUTX (06/13/18)
  • Columbia Emerging Markets Bond Fund - REBAX (03/08/18)
  • Columbia High Yield Muni Fund - LHIAX (05/10/18)
  • Columbia Seligman Communications and Information Fund - SLMCX (02/07/18)
  • Columbia Short Term Bond Fund - NSTRX (12/19/17)

D (return to top)

  • Delaware Small Cap Core Fund - DCCAX (06/13/18)
  • Deutsche Global Infrastructure Fund - TOLLX (11/08/18)
  • Deutsche Managed Municipal Fund - SMLAX (05/11/18)
  • Dodge & Cox Income Fund N/L - DODIX (06/13/18)
  • Dodge & Cox Stock Fund N/L - DODGX (09/25/17)

E (return to top)

F (return to top)

  • Federated High Income Bond Fund - FHIIX (05/18/18)
  • Federated Strategic Value Dividend Fund - SVAAX (06/04/18)
  • Fidelity Advisor New Insights Fund - FNIAX (06/13/18)
  • First Eagle Fund of America - FEFAX (11/20/17)
  • First Eagle Global Fund - SGENX (03/05/18)
  • FPA Crescent Class N/L - FPACX (04/18/18)
  • Franklin Convertible Securities Fund - FISCX (06/14/18)
  • Franklin Federal Tax-Free Income - FKTIX (01/17/18)
  • Franklin Income Fund - FKINX (12/11/17)
  • Franklin Utilities Fund - FKUTX (04/28/18)

G (return to top)

  • Gateway Fund (Natixis) - GATEX (07/19/17) 

H (return to top)

  • Hartford Healthcare Fund - HGHAX (04/24/18)
  • Hartford Midcap Fund - HFMCX (05/03/18)
  • Hartford Total Return Bond Fund - ITBAX (05/03/18)

I (return to top)

  • Invesco Comstock Fund - ACSTX (03/23/18)
  • Invesco Equity and Income Fund - ACEIX (03/26/18)
  • Invesco European Growth Fund - AEDAX (03/05/18)
  • Ivy Mid Cap Growth Fund - WMGAX (06/13/18)

J (return to top)

  • Janus Henderson Flexible Bond Fund - JDFAX (05/03/18)
  • Janus Henderson Global Equity Income Fund - HFQAX (05/10/18)
  • John Hancock Disciplined Value International Fund - JDIBX (02/07/18)
  • John Hancock Income Fund - JHFIX (06/01/18)
  • John Hancock Regional Bank Fund - FRBAX (04/24/18)
  • JPMorgan High Yield Bond Fund - OHYAX (04/24/18)
  • JPMorgan Small Cap Growth Fund - PGSGX (12/15/17)
  • JPMorgan Value Advantage Fund - JVAAX (03/26/18)

K (return to top)

L (return to top)

M (return to top)

  • MainStay Floating Rate Fund - MXFAX (06/13/18)
  • MainStay MacKay High Yield Corporate Bond Fund - MHCAX (01/11/18)
  • MainStay MacKay High Yield Municipal Bond Fund - MMHAX (12/07/17)
  • Matthews Pacific Tiger Fund N/L- MAPTX (01/22/18)
  • MFS Total Return Fund - MSFRX (12/15/17)
  • Morgan Stanley Institutional Global Opportunity Fund - MGGPX (03/02/18)

N (return to top)

  • Neuberger Berman Genesis Fund - NBGNX (03/27/18)
  • Nuveen High Yield Municipal Bond Fund - NHMAX (12/07/17)
  • Nuveen Limited Term Municipal Bond Fund - FLTDX (06/13/18)
  • Nuveen Small Cap Value Fund - FSCAX (03/02/18)

O (return to top)

  • Oakmark Equity and Income Fund - OAKBX (06/13/18)
  • Oakmark Fund - OAKMX (06/13/18)
  • Oakmark International Fund - OAKIX (12/19/17)
  • Oppenheimer Developing Markets Fund - ODMAX (02/09/18)
  • Oppenheimer Global Fund - OPPAX (06/13/18)

P (return to top)

  • Parnassus Core Equity Fund N/L - PRBLX (09/20/17)
    • PIMCO Real Return Bond Fund - PRTNX (04/16/18)
    • PIMCO Short-Term Fund - PSHAX (03/23/18)
    • PIMCO Total Return Fund - PTTAX (03/05/18)
    • Pioneer High Yield Fund - TAHYX (03/29/18)
    • Pioneer Strategic Income Fund - PSRAX (05/30/18)
    • Principal Global Real Estate Securities Fund - POSAX (01/11/18)
    • Principal MidCap Fund - PEMGX (05/11/18)
    • PGIM Jennison Natural Resources Fund - PGNAX (11/08/17)
    • PGIM Jennison Small Company Fund - PGOAX (03/06/18) 

Q (return to top)

R (return to top)

S (return to top)

T (return to top)

  • T. Rowe Price Equity Income Fund - PRFDX (01/16/18)
  • T. Rowe Price Short-Term Bond Fund - PRWBX (11/08/17)
  • T. Rowe Price Tax-Free Income Fund - PRTAX (01/16/18)
  • Templeton Global Bond Fund - TPINX (05/18/18)
  • Thornburg Intermediate Municipal Fund - THIMX (05/18/18)
  • Thornburg Limited Term Municipal Fund - LTMFX (05/18/18)

U (return to top)

V (return to top)

  • Van Eck Emerging Markets Fund - GBFAX (03/26/18)
  • Van Eck International Investors Gold Fund - INIVX (03/02/18)
  • Victory Global Natural Resources Fund - RSNRX (12/1517)
  • Victory Integrity Small-Cap Value Fund - VSCVX (11/08/17)    

W (return to top)

  • Wells Fargo Core Bond Fund - MBFAX (02/07/18)
  • Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (02/15/18)
  • Wells Fargo Special Mid Cap Value Fund - WFPAX (03/02/18)
  • Western Asset Total Return Unconstrained Fund - WAARX (05/11/18)

X (return to top)

Y (return to top)

Z (return to top)

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