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        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 (11/11/19)
        • Akre Focus Fund N/L - AKREX (12/09/19)
        • AllianzGI Technology Fund - RAGTX (09/11/19)
        • American Funds-AMCAP Fund - AMCPX (10/31/19)
        • American Funds-Bond Fund of America - ABNDX (12/11/19)
        • American Funds-Capital Income Builder Fund - CAIBX (11/06/19)
        • American Funds-Europacific Growth Fund - AEPGX (11/11/19)
        • American Funds-Income Fund of America - AMECX (10/28/19)
        • American Funds-Investment Company of America - AIVSX (10/28/19)
        • American Funds-New Perspective Fund - ANWPX (10/31/19)
        • American Funds-Smallcap World Fund - SMCWX (11/13/19)
        • AMG TimesSquare International SmallCap - TCMPX (07/12/19)

        B (return to top)

        • Baron Emerging Markets Fund N/L - BEXFX (09/12/19)
        • Baron Growth Fund - BGRFX (07/30/19)
        • BlackRock Global Allocation Fund - MDLOX (09/11/19)
        • BlackRock GNMA Fund - BGPAX (09/11/19)
        • BlackRock Low Duration Bond - BLDAX (08/16/19)
        • BlackRock Multi-Asset Income Fund - BAICX (12/09/19)
        • BlackRock Strategic Income Opportunities Fund Inst'l Class - (12/03/19)
        • BrandywineGlobal Opportunities Bond Fund - GOBAX (10/15/19) 

        C (return to top)

        • Carillon Eagle Small Cap Growth Fund - HRSCX (12/31/19)
        • Champlain Small Company Fund N/L - CIPSX (09/24/19)
        • Columbia Seligman Communications and Information Fund - SLMCX (08/13/19)

        D (return to top)

        • Delaware Small Cap Core Fund - DCCAX (12/31/19)
        • Dodge & Cox Income Fund N/L - DODIX (09/19/19)
        • Dodge & Cox Stock Fund N/L - DODGX (11/25/19)
        • DWS Managed Municipal Fund - SMLAX (09/26/19)
        • DWS RREEF Global Infrastructure Fund - TOLLX (12/24/19)

        (return to top)

        • Edgewood Growth Fund Retail N/L - EGFFX (12/24/19)

        F (return to top)

        • Federated High Income Bond Fund - FHIIX (11/11/19)
        • Federated Inst'l High Yield Bond - FIHBX (11/11/19)
        • Federated Short-Term Income Fund - FTIAX (11/19/19)
        • Federated Strategic Value Dividend Fund - SVAAX (08/28/19)
        • Fidelity Advisor New Insights Fund - FNIAX (09/30/19)
        • First Eagle Global Fund - SGENX (11/18/19)
        • FPA Crescent Class N/L - FPACX (11/18/19)
        • Franklin Convertible Securities Fund - FISCX (06/27/19)
        • Franklin Federal Tax-Free Income - FKTIX (11/25/19)
        • Franklin Income Fund - FKINX (09/30/19)
        • Franklin Utilities Fund - FKUTX (09/27/19)

        G (return to top)

        • Gateway Fund (Natixis) - GATEX (09/27/19)
        • Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (09/09/19)

        H (return to top)

        • Hartford Healthcare Fund - HGHAX (08/21/19)
        • Hartford International Opportunities Fund - IHOAX (10/31/19)
        • Hartford Midcap Fund - HFMCX (12/31/19)
        • Hartford Total Return Bond Fund - ITBAX (08/21/19) 

        I (return to top)

        • Invesco Comstock Fund - ACSTX (09/10/19)
        • Invesco Equity and Income Fund - ACEIX (08/27/19)
        • Invesco European Growth Fund - AEDAX (12/03/19)
        • Invesco Oppenheimer Developing Markets Fund - ODMAX (09/27/19)
        • Ivy Mid Cap Growth Fund - WMGAX (08/21/19)

        J (return to top)

        • Janus Henderson Global Equity Income Fund - HFQAX (10/15/19)
        • John Hancock Disciplined Value International Fund - JDIBX (09/19/19)
        • John Hancock Income Fund - JHFIX (12/11/19)
        • John Hancock Regional Bank Fund - FRBAX (12/17/19)
        • JPMorgan Small Cap Growth Fund - PGSGX (09/30/19)
        • JPMorgan Value Advantage Fund - JVAAX (09/25/19)

        K (return to top)

        L (return to top)

        M (return to top)

        • MainStay Floating Rate Fund - MXFAX (12/26/19)
        • MainStay MacKay Convertible Fund - MCOAX (06/13/19)
        • MainStay MacKay High Yield Corporate Bond Fund - MHCAX (12/26/19)
        • MainStay MacKay High Yield Municipal Bond Fund - MMHAX (09/11/19)
        • Matthews Pacific Tiger Fund N/L- MAPTX (09/05/19)
        • MFS Total Return Fund - MSFRX (08/22/19)
        • Morgan Stanley Institutional Global Opportunity Fund - MGGPX (10/15/19)
        • Morgan Stanley Institutional Growth Fund - MSEGX (06/20/19)

        N (return to top)

        • Neuberger Berman Genesis Fund - NBGNX (11/15/19)
        • Nuveen High Yield Municipal Bond Fund - NHMAX (09/19/19)
        • Nuveen Limited Term Municipal Bond Fund - FLTDX (09/23/19)
        • Nuveen Small Cap Value Fund - FSCAX (12/17/19) 

        O (return to top)

        • Oakmark Equity and Income Fund - OAKBX (09/27/19)
        • Oakmark Fund - OAKMX (01/13/20)
        • Oakmark International Fund - OAKIX (09/25/19) 

        P (return to top)

        • Parnassus Core Equity Fund N/L - PRBLX (09/11/19)
        • PIMCO Real Return Bond Fund - PRTNX (12/30/19)
        • PIMCO Short-Term Fund - PSHAX (11/11/19)
        • PIMCO Total Return Fund - PTTAX (11/11/19)
        • Pioneer Strategic Income Fund - PSRAX (08/28/19)
        • Principal Global Real Estate Securities Fund - POSAX (09/12/19)
        • Principal MidCap Fund - PEMGX (12/31/19)
        • PGIM Jennison Natural Resources Fund - PGNAX (10/21/19)

        Q (return to top)

        R (return to top)

        S (return to top)

        T (return to top)

        • T. Rowe Price Equity Income Fund - PRFDX (09/11/19)
        • T. Rowe Price Tax-Free Income Fund - PRTAX (08/22/19)
        • TCW Emerging Markets Income Fund - TGEIX (09/09/19)
        • Templeton Global Bond Fund - TPINX (10/25/19)
        • Thornburg Intermediate Municipal Fund - THIMX (08/28/19)
        • Thornburg Limited Term Municipal Fund - LTMFX (09/11/19) 

        U (return to top)

        V (return to top)

        • Van Eck Emerging Markets Fund - GBFAX (10/15/19)
        • Van Eck International Investors Gold Fund - INIVX (11/13/19)
        • Victory Integrity Small-Cap Value Fund - VSCVX (12/03/19)
        • Virtus KAR Mid-Cap Core Fund VMACX (12/03/19) 

        W (return to top)

        • Wells Fargo Core Bond Fund - MBFAX (11/11/19)
        • Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (09/23/19)
        • Wells Fargo Special Mid Cap Value Fund - WFPAX (12/31/19)
        • Western Asset Total Return Unconstrained Fund - WAARX (09/27/19)

        X (return to top)

        Y (return to top)

        Z (return to top)

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