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    1. 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 (09/18/18)
      • AllianzGI Technology Fund - RAGTX (01/28/19)
      • American Funds-AMCAP Fund - AMCPX (04/18/19)
      • American Funds-Bond Fund of America - ABNDX (12/27/18)
      • American Funds-Capital Income Builder Fund - CAIBX (05/20/19)
      • American Funds-Europacific Growth Fund - AEPGX (05/20/19)
      • American Funds-Income Fund of America - AMECX (04/23/19)
      • American Funds-Investment Company of America - AIVSX (04/29/19)
      • American Funds-New Perspective Fund - ANWPX (05/10/19)
      • American Funds-Smallcap World Fund - SMCWX (05/10/19)
      • AMG TimesSquare International SmallCap - TCMPX (01/14/19)

      B (return to top)

      • Baron Emerging Markets Fund N/L - BEXFX (03/06/19)
      • Baron Growth Fund - BGRFX (10/17/18)
      • BlackRock Global Allocation Fund - MDLOX (04/22/19)
      • BlackRock GNMA Fund - BGPAX (09/20/18)
      • BlackRock Low Duration Bond - BLDAX (01/15/19)
      • BlackRock Multi-Asset Income Fund - BAICX (12/20/18)
      • BlackRock Strategic Income Opportunities Fund Inst'l Class - (04/29/19)
      • BrandywineGlobal Opportunities Bond Fund - GOBAX (04/18/19)

      C (return to top)

      • Carillon Eagle Small Cap Growth Fund - HRSCX (09/20/18)
      • Champlain Small Company Fund N/L - CIPSX (03/05/19)
      • ClearBridge Aggressive Growth Fund – SHRAX (01/15/19)
      • Columbia Emerging Markets Bond Fund - REBAX (03/21/19)
      • Columbia High Yield Muni Fund - LHIAX (12/03/18)
      • Columbia Seligman Communications and Information Fund - SLMCX (04/04/19)
      • Columbia Short Term Bond Fund - NSTRX (02/12/19)

      D (return to top)

      • Delaware Small Cap Core Fund - DCCAX (01/14/19)
      • Dodge & Cox Income Fund N/L - DODIX (02/28/19)
      • Dodge & Cox Stock Fund N/L - DODGX (05/31/19)
      • DWS Managed Municipal Fund - SMLAX (03/06/19)
      • DWS RREEF Global Infrastructure Fund - TOLLX (01/14/19)

      E (return to top)

      F (return to top)

      • Federated High Income Bond Fund - FHIIX (12/27/18)
      • Federated Inst'l High Yield Bond - FIHBX (06/03/19)
      • Federated Short-Term Income Fund - FTIAX (05/21/19)
      • Federated Strategic Value Dividend Fund - SVAAX (02/27/19)
      • Fidelity Advisor New Insights Fund - FNIAX (05/20/19)
      • First Eagle Fund of America - FEFAX (03/28/19)
      • First Eagle Global Fund - SGENX (03/20/19)
      • FPA Crescent Class N/L - FPACX (03/27/19)
      • Franklin Convertible Securities Fund - FISCX (06/14/18)
      • Franklin Federal Tax-Free Income - FKTIX (05/31/19)
      • Franklin Income Fund - FKINX (04/15/19)
      • Franklin Utilities Fund - FKUTX (04/15/19)

      G (return to top)

      • Gateway Fund (Natixis) - GATEX (11/16/18)
        •  

      H (return to top)

        • Hartford Healthcare Fund - HGHAX (12/05/18)
        • Hartford International Opportunities Fund - IHOAX (05/20/19)
        • Hartford Midcap Fund - HFMCX (12/20/18)
        • Hartford Total Return Bond Fund - ITBAX (02/15/19)

      I (return to top)

      • Invesco Comstock Fund - ACSTX (03/18/19)
      • Invesco Equity and Income Fund - ACEIX (03/05/19)
      • Invesco European Growth Fund - AEDAX (10/18/18)
      • Invesco Oppenheimer Developing Markets Fund - ODMAX (08/07/18)
      • Ivy Mid Cap Growth Fund - WMGAX (12/05/18)

      J (return to top)

      • Janus Henderson Flexible Bond Fund - JDFAX (03/28/19)
      • Janus Henderson Global Equity Income Fund - HFQAX (05/31/19)
      • John Hancock Disciplined Value International Fund - JDIBX (08/07/18)
      • John Hancock Income Fund - JHFIX (01/14/19)
      • John Hancock Regional Bank Fund - FRBAX (01/31/19)
      • JPMorgan High Yield Bond Fund - OHYAX (02/01/19)
      • JPMorgan Small Cap Growth Fund - PGSGX (02/18/19)
      • JPMorgan Value Advantage Fund - JVAAX (03/27/19)

      K (return to top)

      L (return to top)

      M (return to top)

      • MainStay Floating Rate Fund - MXFAX (01/14/19)
      • MainStay MacKay High Yield Corporate Bond Fund - MHCAX (02/08/19)
      • MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/05/19)
      • Matthews Pacific Tiger Fund N/L- MAPTX (02/22/19)
      • MFS Total Return Fund - MSFRX (02/11/19)
      • Morgan Stanley Institutional Global Opportunity Fund - MGGPX (04/18/19)

      N (return to top)

      • Neuberger Berman Genesis Fund - NBGNX (04/29/19)
      • Nuveen High Yield Municipal Bond Fund - NHMAX (03/04/19)
      • Nuveen Limited Term Municipal Bond Fund - FLTDX (03/06/19)
      • Nuveen Small Cap Value Fund - FSCAX (10/24/18)

      O (return to top)

      • Oakmark Equity and Income Fund - OAKBX (02/27/19)
      • Oakmark Fund - OAKMX (05/22/19)
      • Oakmark International Fund - OAKIX (02/22/19)

      P (return to top)

      • Parnassus Core Equity Fund N/L - PRBLX (03/06/19)
      • PIMCO Real Return Bond Fund - PRTNX (03/05/19)
      • PIMCO Short-Term Fund - PSHAX (05/20/19)
      • PIMCO Total Return Fund - PTTAX (05/28/19)
      • Pioneer Strategic Income Fund - PSRAX (02/11/19)
      • Principal Global Real Estate Securities Fund - POSAX (02/15/19)
      • Principal MidCap Fund - PEMGX (10/23/18)
      • PGIM Jennison Natural Resources Fund - PGNAX (01/31/19)
      • PGIM Jennison Small Company Fund - PGOAX (05/28/19) 

      Q (return to top)

      R (return to top)

      S (return to top)

      T (return to top)

      • T. Rowe Price Equity Income Fund - PRFDX (02/08/19)
      • T. Rowe Price Short-Term Bond Fund - PRWBX (04/24/18)
      • T. Rowe Price Tax-Free Income Fund - PRTAX (03/04/19)
      • Templeton Global Bond Fund - TPINX (04/15/19)
      • Thornburg Intermediate Municipal Fund - THIMX (02/22/19)
      • Thornburg Limited Term Municipal Fund - LTMFX (02/22/19)

      U (return to top)

      V (return to top)

      • Van Eck Emerging Markets Fund - GBFAX (04/15/19)
      • Van Eck International Investors Gold Fund - INIVX (05/10/19)
      • Victory Integrity Small-Cap Value Fund - VSCVX (05/31/19)
      • Virtus KAR Mid-Cap Core Fund VMACX (04/16/19)

      W (return to top)

      • Wells Fargo Core Bond Fund - MBFAX (04/15/19)
      • Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (04/25/19)
      • Wells Fargo Special Mid Cap Value Fund - WFPAX (10/23/19)
      • Western Asset Total Return Unconstrained Fund - WAARX (05/20/19)

      X (return to top)

      Y (return to top)

      Z (return to top)

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