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.
| AB Global Bond Fund - ANAGX (04/19/22) |
| Akre Focus Fund N/L - AKREX (10/29/21) |
| Alger Small Cap Growth Fund - ALSAX (12/13/21) |
| Allspring Core Bond Fund - MBFAX (05/31/22) |
| Allspring Intermediate Tax/AMT-Free Fund - WFTAX (03/17/22) |
| Allspring Special Mid Cap Value Fund - WFPAX (12/29/21) |
| American Century Small Cap Value - ACSCX (03/28/22) |
| American Funds-Bond Fund of America - ABNDX (12/29/21) |
| American Funds-Capital Income Builder Fund - CAIBX (05/25/22) |
| American Funds-Europacific Growth Fund - AEPGX (01/20/22) |
| American Funds-Income Fund of America - AMECX (04/19/22) |
| American Funds-New Perspective Fund - ANWPX (11/29/21) |
| American Funds-Smallcap World Fund - SMCWX (05/25/22) |
| Baillie Gifford International Growth Fund - BGESX N/L (03/04/22) |
| Baird Ultra Short Bond Fund - BUBSX N/L (12/21/21) |
| Baron Emerging Markets Fund N/L - BEXFX (03/14/22) |
| Baron Growth Fund - BGRFX (02/16/22) |
| BlackRock Global Allocation Fund - MDLOX (03/10/22) |
| BlackRock GNMA Fund - BGPAX (05/24/22) |
| BlackRock Low Duration Bond - BLDAX (03/04/22) |
| BlackRock Multi-Asset Income Fund - BAICX (12/15/21) |
| BlackRock Strategic Income Opportunities Fund Inst'l Class - BAICX (12/02/21) |
| BlackRock Technology Opportunities - BGSAX (05/17/22) |
| BrandywineGlobal Opportunities Bond Fund - GOBAX (03/14/22) |
| Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (02/16/22) |
| Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (02/22/22) |
| Carillon Eagle Small Cap Growth Fund - HRSCX (01/20/22) |
| Champlain Small Company Fund N/L - CIPSX (03/17/22) |
| Cohen & Steers Realty Shares - CSJAX (02/16/22) |
| Columbia Overseas Value Fund - COAVX (02/14/22) |
| Columbia Seligman Communications and Information Fund - SLMCX (02/08/22) |
| Delaware Ivy Mid Cap Growth Fund - WMGAX (02/04/22) |
| Delaware Small Cap Core Fund - DCCAX (02/16/22) |
| Dodge & Cox Income Fund N/L - DODIX (12/21/21) |
| Dodge & Cox Stock Fund N/L - DODGX (12/09/21) |
| Edgewood Growth Fund Retail N/L - EGFFX (12/09/21) |
| Eventide Healthcare & Life Sciences - EGFFX (04/14/22) |
| Federated Hermes High Income Bond Fund - FHIIX (05/17/22) |
| Federated Hermes Inst'l High Yield Bond - FIHBX (05/31/22) |
| Federated Hermes Short-Term Income Fund - FTIAX (05/31/22) |
| Federated Hermes Strategic Value Dividend Fund - SVAAX (02/16/22) |
| First Eagle Global Fund - SGENX (05/25/22) |
| FPA Crescent Class N/L - FPACX (11/11/21) |
| Franklin Convertible Securities Fund - FISCX (06/05/21) |
| Franklin Federal Tax-Free Income - FKTIX (12/21/21) |
| Franklin Income Fund - FKINX (11/30/21) |
| Franklin Utilities Fund - FKUTX (04/27/22) |
| GMO Quality - GQLIX (05/12/22) |
| Goldman Sachs Dynamic Municipal Income - GSMIX (03/15/22) |
| Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (12/21/21) |
| Hartford Healthcare Fund - HGHAX (04/13/22) |
| Hartford International Opportunities Fund - IHOAX (03/31/22) |
| Hartford Midcap Fund - HFMCX (12/01/21) |
| Hartford Total Return Bond Fund - ITBAX (03/04/22) |
| Invesco Comstock Fund - ACSTX (04/27/22) |
| Invesco Developing Markets Fund - ODMAX (04/14/22) |
| Janus Henderson Global Equity Income Fund - HFQAX (11/30/21) |
| JPMorgan Small Cap Growth Fund - PGSGX (05/25/22) |
| JPMorgan Value Advantage Fund - JVAAX (03/15/22) |
| Loomis Sayles Growth Fund - LGRRX (12/27/21) |
| MainStay CBRE Global Infrastructure Fund - VCRAX (02/08/22) |
| MainStay Floating Rate Fund - MXFAX (12/23/21) |
| MainStay MacKay Convertible Fund - MCOAX (11/30/21) |
| MainStay MacKay High Yield Corporate Bond Fund - MHCAX (12/23/21) |
| MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/15/22) |
| Matthews Pacific Tiger Fund N/L- MAPTX (02/16/22) |
| MFS Total Return Fund - MSFRX (02/25/22) |
| Morgan Stanley Institutional Advantage Fund - MAPPX (04/27/22) |
| Morgan Stanley Institutional Global Opportunity Fund - MGGPX (12/21/21) |
| Morgan Stanley Institutional Growth Fund - MSEGX (04/27/22) |
| Neuberger Berman Genesis Fund - NBGNX (11/04/21) |
| Nuveen Limited Term Municipal Bond Fund - FLTDX (04/14/22) |
| Oakmark Equity and Income Fund - OAKBX (12/09/21) |
| Oakmark Fund - OAKMX (12/13/21) |
| Oakmark International Fund - OAKIX (05/16/22) |
| Osterweis Emerging Opportunity N/L - OSTGX (03/04/22) |
| Parnassus Core Equity Fund N/L - PRBLX (02/16/22) |
| Parnassus Mid-Cap Fund N/L - PARMX (02/25/22) |
| PGIM Jennison Emerging Markets Equity Opportunities Fund - PDEAX (01/11/22) |
| PGIM Strategic Bond Fund - PUCAX (03/01/22) |
| PIMCO Short-Term Fund I2- PTSPX (12/13/21) |
| PIMCO Total Return Fund - PTTAX (12/13/21) |
| Pioneer Strategic Income Fund - PSRAX (03/01/22) |
| Principal Global Real Estate Securities Fund - POSAX (03/10/22) |
| Principal MidCap Fund - PEMGX (12/21/21) |
| T. Rowe Price Equity Income Fund N/L - PRFDX (05/31/22) |
| T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (03/21/22) |
| T. Rowe Price Tax-Free Income Fund N/L - PRTAX (03/03/22) |
| TCW Emerging Markets Income Fund N/L - TGEIX (12/09/21) |
| Thornburg Strategic Income Fund - TSIAX (05/26/22) |
| Touchstone Mid Cap Fund - TMAPX (02/25/22) |
| Transamerica Intermediate Muni Fund - TAMUX (03/31/22) |
| Van Eck Emerging Markets Fund - GBFAX (04/27/22) |
| Van Eck International Investors Gold Fund - INIVX (05/17/22) |
| Victory Integrity Small-Cap Value Fund - VSCVX (12/15/21) |
| Virtus KAR Mid-Cap Core Fund VMACX (12/13/21) |
| WCM International Small Cap Growth Instl - WCMSX (03/17/22) |
| Western Asset Total Return Unconstrained Fund - WAARX (11/29/21) |
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