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 (11/10/20)
  • Akre Focus Fund N/L - AKREX (12/21/20)
  • American Century Small Cap Value - ACSCX (03/16/21)
  • American Funds-Bond Fund of America - ABNDX (11/23/20) 
  • American Funds-Capital Income Builder Fund - CAIBX (11/10/20) 
  • American Funds-Europacific Growth Fund - AEPGX (11/24/20) 
  • American Funds-Income Fund of America - AMECX (03/21/21) 
  • American Funds-New Perspective Fund - ANWPX (10/29/20) 
  • American Funds-Smallcap World Fund - SMCWX (11/06/20) 

B (return to top)

  • Baillie Gifford International Growth Fund - BGESX N/L (09/09/20)
  • Baird Ultra Short Bond Fund - BUBSX N/L (10/14/20)
  • Baron Emerging Markets Fund N/L - BEXFX (03/11/21)
  • Baron Growth Fund - BGRFX (01/25/21) 
  • BlackRock Global Allocation Fund - MDLOX (03/11/21) 
  • BlackRock GNMA Fund - BGPAX (12/02/20)
  • BlackRock Low Duration Bond - BLDAX (01/27/21) 
  • BlackRock Multi-Asset Income Fund - BAICX (12/02/20)
  • BlackRock Strategic Income Opportunities Fund Inst'l Class - BAICX  (11/23/20)
  • BlackRock Technology Opportunities - BGSAX (04/15/21)
  • BrandywineGlobal Opportunities Bond Fund - GOBAX (09/30/20) 
  • Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (01/25/21)
  • Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (02/11/21)

C (return to top)

  • Carillon Eagle Small Cap Growth Fund - HRSCX (12/14/20) 
  • Champlain Small Company Fund N/L - CIPSX (03/11/21) 
  • Cohen & Steers Realty Shares - CSJAX (12/14/20)
  • Columbia Overseas Value Fund - COAVX (02/24/21)
  • Columbia Seligman Communications and Information Fund - SLMCX (02/28/21)

D (return to top)

  • Delaware Small Cap Core Fund - DCCAX (12/29/20) 
  • Dodge & Cox Income Fund N/L - DODIX (11/10/20)
  • Dodge & Cox Stock Fund N/L - DODGX (11/24/20)

(return to top)

  • Edgewood Growth Fund Retail N/L - EGFFX (12/23/20)

F (return to top)

  • Federated Hermes High Income Bond Fund - FHIIX (11/02/20) 
  • Federated Hermes Inst'l High Yield Bond - FIHBX (11/02/20)
  • Federated Hermes Short-Term Income Fund - FTIAX (11/10/20)
  • Federated Hermes Strategic Value Dividend Fund - SVAAX (01/25/21) 
  • First Eagle Global Fund - SGENX (11/10/20) 
  • FPA Crescent Class N/L - FPACX (11/10/20) 
  • Franklin Convertible Securities Fund - FISCX (06/10/20) 
  • Franklin Federal Tax-Free Income - FKTIX (12/21/20) 
  • Franklin Income Fund - FKINX (11/02/20) 
  • Franklin Utilities Fund - FKUTX (03/31/21) 

G (return to top)

  • Goldman Sachs Dynamic Municipal Income - GSMIX (03/16/21)
  • Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (12/02/20)

H (return to top)

  • Hartford Healthcare Fund - HGHAX (02/10/21) 
  • Hartford International Opportunities Fund - IHOAX (03/29/21)
  • Hartford Midcap Fund - HFMCX (12/29/20) 
  • Hartford Total Return Bond Fund - ITBAX (03/04/21)

I (return to top)

  • Invesco Comstock Fund - ACSTX (03/01/21) 
  • Invesco Developing Markets Fund - ODMAX (03/29/21) 
  • Invesco European Growth Fund - AEDAX (12/02/20) 
  • Ivy Mid Cap Growth Fund - WMGAX (01/25/21) 

J (return to top)

  • Janus Henderson Global Equity Income Fund - HFQAX (11/20/20) 
  • John Hancock Income Fund - JHFIX (11/10/20) 
  • JPMorgan Small Cap Growth Fund - PGSGX (09/16/20)
  • JPMorgan Value Advantage Fund - JVAAX (02/24/21)

K (return to top)

L (return to top)

M (return to top)

  • MainStay CBRE Global Infrastructure Fund - VCRAX (12/22/20)
  • MainStay Floating Rate Fund - MXFAX (12/23/20) 
  • MainStay MacKay Convertible Fund - MCOAX (12/08/20)
  • MainStay MacKay High Yield Corporate Bond Fund - MHCAX (12/22/20) 
  • MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/29/21)
  • Matthews Pacific Tiger Fund N/L- MAPTX (03/11/21) 
  • MFS Total Return Fund - MSFRX (02/24/21) 
  • Morgan Stanley Institutional Advantage Fund - MAPPX (03/31/21)
  • Morgan Stanley Institutional Global Opportunity Fund - MGGPX (10/29/20)
  • Morgan Stanley Institutional Growth Fund - MSEGX (03/30/20)

N (return to top)

  • Neuberger Berman Genesis Fund - NBGNX (10/30/20) 
  • Nuveen Limited Term Municipal Bond Fund - FLTDX (04/14/21)
  • Nuveen Small Cap Value Fund - FSCAX (12/15/20) 

O (return to top)

  • Oakmark Equity and Income Fund - OAKBX (11/02/20) 
  • Oakmark Fund - OAKMX (10/27/20) 
  • Oakmark International Fund - OAKIX (03/02/21) 

P (return to top)

  • Parnassus Core Equity Fund N/L - PRBLX (02/08/21)
  • Parnassus Mid-Cap Fund N/L - PARMX (03/02/21)
  • PIMCO Short-Term Fund - PSHAX (12/02/20) 
  • PIMCO Total Return Fund - PTTAX (12/02/20) 
  • Pioneer Strategic Income Fund - PSRAX (02/24/21)
  • Principal Global Real Estate Securities Fund - POSAX (03/11/21)
  • Principal MidCap Fund - PEMGX (12/29/20) 

Q (return to top)

R (return to top)

S (return to top)

T (return to top)

  • T. Rowe Price Equity Income Fund n/l - PRFDX (11/03/20) 
  • T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (04/12/21)
  • T. Rowe Price Tax-Free Income Fund N/L - PRTAX (02/04/21) 
  • TCW Emerging Markets Income Fund N/L - TGEIX (11/12/20)
  • Templeton Global Bond Fund - TPINX (03/31/21) 
  • Touchstone Mid Cap Fund - TMAPX (03/04/21)
  • Transamerica Intermediate Muni Fund - TAMUX (03/15/21)

U (return to top)

V (return to top)

  • Van Eck Emerging Markets Fund - GBFAX (03/31/21)
  • Van Eck International Investors Gold Fund - INIVX (10/28/20) 
  • Victory Integrity Small-Cap Value Fund - VSCVX (11/23/20)
  • Virtus AllianzGI Technology Fund - RAGTX (02/10/21) 
  • Virtus KAR Mid-Cap Core Fund VMACX (11/03/20) 

W (return to top)

  • WCM International Small Cap Growth Instl - WCMSX (02/11/21)
  • Wells Fargo Core Bond Fund - MBFAX (09/28/20)
  • Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (03/02/21) 
  • Wells Fargo Special Mid Cap Value Fund - WFPAX (12/29/20)
  • Western Asset Total Return Unconstrained Fund - WAARX (11/23/20)

X (return to top)

Y (return to top)

Z (return to top)

Find an Advisor

Connect with a Raymond James advisor or an office near you.