Individual Mutual Fund Company Research Reports
For more information about our mutual fund research or a sample copy, please contact your Financial Advisor, or connect with a Raymond James Advisor or an office near you.
Research reports are accompanied by the last published date.
| AB Global Bond Fund - ANAGX (06/21/23) |
| Akre Focus Fund N/L - AKREX (10/30/23) |
| Alger Small Cap Growth Fund - ALSAX (12/12/23) |
| Allspring Core Bond Fund - MBFAX (03/31/23) |
| Allspring Intermediate Tax/AMT-Free Fund - WFTAX (03/31/23) |
| Allspring Special Mid Cap Value Fund - WFPAX (08/15/23) |
| American Century Small Cap Value - ACSCX (12/01/23) |
| American Funds-Bond Fund of America - ABNDX (10/27/23) |
| American Funds-Capital Income Builder Fund - CAIBX (12/06/23) |
| American Funds-Europacific Growth Fund - AEPGX (08/15/23) |
| American Funds-Income Fund of America - AMECX (03/31/23) |
| American Funds-New Perspective Fund - ANWPX (06/20/23) |
| American Funds-Smallcap World Fund - SMCWX (10/26/23) |
| Artisan International Small-Mid Investor - ARTJX (11/14/23) |
| Baillie Gifford International Growth Fund - BGESX N/L (10/27/23) |
| Baird Short-Term Municipal Bond Investor - BTMSX N/L (10/12/23) |
| Baird Ultra Short Bond Fund - BUBSX N/L (10/23/23) |
| Baron Emerging Markets Fund N/L - BEXFX (08/28/23) |
| Baron Growth Fund - BGRFX (09/05/23) |
| BlackRock Global Allocation Fund - MDLOX (09/20/23) |
| BlackRock Low Duration Bond - BLDAX (10/17/23) |
| BlackRock Multi-Asset Income Fund - BAICX (09/25/23) |
| BlackRock Strategic Income Opportunities Fund - BASIX (10/12/23) |
| BlackRock Technology Opportunities - BGSAX (09/27/23) |
| BrandywineGlobal Opportunities Bond Fund - GOBAX (10/12/23) |
| Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (08/28/23) |
| Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (11/09/23) |
| Champlain Small Company Fund N/L - CIPSX (09/25/23) |
| Cohen & Steers Realty Shares - CSJAX (09/27/23) |
| Columbia Overseas Value Fund - COAVX (09/08/23) |
| Columbia Seligman Communications and Information Fund - SLMCX (09/07/23) |
| Delaware Ivy Mid Cap Growth Fund - WMGAX (10/04/23) |
| Delaware Small Cap Core Fund - DCCAX (09/07/23) |
| Dodge & Cox Income Fund N/L - DODIX (05/16/23) |
| Dodge & Cox Stock Fund N/L - DODGX (05/30/23) |
| Edgewood Growth Fund Retail N/L - EGFFX (07/06/23) |
| Eventide Healthcare & Life Sciences - EGFFX (10/09/23) |
| Federated Hermes Inst'l High Yield Bond - FIHBX (06/20/23) |
| Federated Hermes Short-Term Income Fund - FTIAX (06/02/23) |
| Federated Hermes Strategic Value Dividend Fund - SVAAX (10/12/23) |
| Fidelity Advisor Focused Emerging Markets Fund - FAMKX (08/01/23) |
| First Eagle Global Fund - SGENX (06/01/23) |
| FPA Crescent Class N/L - FPACX (06/12/23) |
| FPA Queens Road Small Cap Value N/L - QRSIX (12/5/23) |
| Franklin Convertible Securities Fund - FISCX (06/17/23) |
| Franklin Federal Tax-Free Income - FKTIX (10/23/23) |
| Franklin Income Fund - FKINX (11/30/23) |
| Franklin Utilities Fund - FKUTX (04/17/23) |
| Fuller & Thaler Behavioral Mid-Cap Value Fund - FTVAX (05/16/23) |
| GMO Quality - GQLIX (12/11/23) |
| Goldman Sachs Dynamic Municipal Income - GSMIX (05/12/23) |
| Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (10/04/23) |
| Goldman Sachs High Yield Muni - GHYAX (03/23/23) |
| GQG Partners Emerging Markets Equity Inst - GQGIX (08/29/23) |
| Hartford International Opportunities Fund - IHOAX (12/12/23) |
| Hartford Midcap Fund - HFMCX (12/11/23) |
| Hartford Total Return Bond Fund - ITBAX (10/27/23) |
| Hartford World Bond Fund - HWDAX (09/12/23) |
| Invesco Comstock Fund - ACSTX (07/06/23) |
| Invesco Developing Markets Fund - ODMAX (11/27/23) |
| Janus Henderson Global Equity Income Fund - HFQAX (10/31/23) |
| JPMorgan Small Cap Growth Fund - PGSGX (12/06/23) |
| JPMorgan Value Advantage Fund - JVAAX (10/04/23) |
| Loomis Sayles Growth Fund - LGRRX (08/30/23) |
| MainStay CBRE Global Infrastructure Fund - VCRAX (11/09/23) |
| MainStay Floating Rate Fund - MXFAX (03/28/23) |
| MainStay MacKay Convertible Fund - MCOAX (06/22/23) |
| MainStay MacKay High Yield Corporate Bond Fund - MHCAX (03/27/23) |
| MainStay MacKay High Yield Municipal Bond Fund - MMHAX (05/04/23) |
| Matthews Pacific Tiger Fund N/L- MAPTX (11/27/23) |
| MFS Total Return Fund - MSFRX (11/08/23) |
| Morgan Stanley Institutional Advantage Fund - MAPPX (11/30/23) |
| Morgan Stanley Institutional Global Opportunity Fund - MGGPX (07/24/23) |
| Morgan Stanley Institutional Growth Fund - MSEGX (11/30/23) |
| Neuberger Berman Genesis Fund - NBGNX (10/12/23) |
| Nuveen Limited Term Municipal Bond Fund - FLTDX (12/14/23) |
| Oakmark Equity and Income Fund - OAKBX (06/29/23) |
| Oakmark Fund - OAKMX (08/10/23) |
| Oakmark International Fund - OAKIX (12/05/23) |
| Osterweis Emerging Opportunity N/L - OSTGX (09/26/23) |
| Parnassus Core Equity Fund N/L - PRBLX (10/31/23) |
| Parnassus Mid-Cap Fund N/L - PARMX (10/17/23) |
| PGIM Jennison Emerging Markets Equity Opportunities Fund - PDEAX (08/14/23) |
| PGIM Strategic Bond Fund - PUCAX (06/12/23) |
| PIMCO High Yield Municipal Bond - PYMAX (12/01/23) |
| PIMCO Short-Term Fund I2- PTSPX (06/12/23) |
| PIMCO Total Return Fund - PTTAX (06/23/23) |
| Pioneer Strategic Income Fund - PSRAX (09/28/23) |
| Principal Global Real Estate Securities Fund - POSAX (11/10/23) |
| Principal MidCap Fund - PEMGX (07/24/23) |
| T. Rowe Price Capital Appreciation Fund N/L - PRWCX (05/16/23) |
| T. Rowe Price Equity Income Fund N/L - PRFDX (08/23/23) |
| T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (08/15/23) |
| T. Rowe Price Tax-Free Income Fund N/L - PRTAX (05/05/23) |
| TCW Emerging Markets Income Fund N/L - TGEIX (07/24/23) |
| Thornburg Strategic Income Fund - TSIAX (11/17/23) |
| Touchstone Mid Cap Fund - TMAPX (08/29/23) |
| Van Eck International Investors Gold Fund - INIVX (10/25/23) |
| Victory Integrity Small-Cap Value Fund - VSCVX (06/22/23) |
| Victory RS Global Fund - RSGGX (04/17/23) |
| Virtus KAR Mid-Cap Core Fund VMACX (05/30/23) |
| WCM International Small Cap Growth Instl - WCMSX (03/22/23) |
| Western Asset Total Return Unconstrained Fund - WAARX (11/20/23) |
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