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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