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 (11/16/22) |
| Akre Focus Fund N/L - AKREX (11/21/22) |
| Alger Small Cap Growth Fund - ALSAX (02/15/23) |
| 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 (12/28/22) |
| American Century Small Cap Value - ACSCX (03/30/23) |
| American Funds-Bond Fund of America - ABNDX (02/09/23) |
| American Funds-Capital Income Builder Fund - CAIBX (12/22/22) |
| American Funds-Europacific Growth Fund - AEPGX (12/22/22) |
| American Funds-Income Fund of America - AMECX (03/31/23) |
| American Funds-New Perspective Fund - ANWPX (12/22/22) |
| American Funds-Smallcap World Fund - SMCWX (11/30/22) |
| Artisan International Small-Mid Investor - ARTJX (09/13/22) |
| Baillie Gifford International Growth Fund - BGESX N/L (03/20/23) |
| Baird Short-Term Municipal Bond Investor - BTMSX N/L (03/07/23) |
| Baird Ultra Short Bond Fund - BUBSX N/L (02/09/23) |
| Baron Emerging Markets Fund N/L - BEXFX (03/02/23) |
| Baron Growth Fund - BGRFX (02/03/23) |
| BlackRock Global Allocation Fund - MDLOX (03/30/23) |
| BlackRock Low Duration Bond - BLDAX (03/27/23) |
| BlackRock Multi-Asset Income Fund - BAICX (03/29/23) |
| BlackRock Strategic Income Opportunities Fund - BASIX (03/08/23) |
| BlackRock Technology Opportunities - BGSAX (11/30/22) |
| BrandywineGlobal Opportunities Bond Fund - GOBAX (03/21/23) |
| Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (12/16/22) |
| Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (03/20/23) |
| Champlain Small Company Fund N/L - CIPSX (03/07/23) |
| Cohen & Steers Realty Shares - CSJAX (02/15/23) |
| Columbia Overseas Value Fund - COAVX (03/08/23) |
| Columbia Seligman Communications and Information Fund - SLMCX (03/07/23) |
| Delaware Ivy Mid Cap Growth Fund - WMGAX (03/01/23) |
| Delaware Small Cap Core Fund - DCCAX (02/15/23) |
| Dodge & Cox Income Fund N/L - DODIX (11/11/22) |
| Dodge & Cox Stock Fund N/L - DODGX (12/13/22) |
| Edgewood Growth Fund Retail N/L - EGFFX (12/08/22) |
| Eventide Healthcare & Life Sciences - EGFFX (10/13/22) |
| Federated Hermes Inst'l High Yield Bond - FIHBX (11/21/22) |
| Federated Hermes Short-Term Income Fund - FTIAX (12/19/22) |
| Federated Hermes Strategic Value Dividend Fund - SVAAX (02/09/23) |
| First Eagle Global Fund - SGENX (11/17/22) |
| FPA Crescent Class N/L - FPACX (11/08/22) |
| Franklin Convertible Securities Fund - FISCX (06/14/22) |
| Franklin Federal Tax-Free Income - FKTIX (03/09/23) |
| Franklin Income Fund - FKINX (11/16/22) |
| Franklin Utilities Fund - FKUTX (04/17/23) |
| Fuller & Thaler Behavioral Mid-Cap Value Fund - FTVAX (10/18/22) |
| GMO Quality - GQLIX (12/07/22) |
| Goldman Sachs Dynamic Municipal Income - GSMIX (11/09/22) |
| Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (03/07/23) |
| Goldman Sachs High Yield Muni - GHYAX (03/23/23) |
| Hartford Healthcare Fund - HGHAX (03/08/23) |
| Hartford International Opportunities Fund - IHOAX (11/30/22) |
| Hartford Midcap Fund - HFMCX (12/13/22) |
| Hartford Total Return Bond Fund - ITBAX (03/20/23) |
| Invesco Comstock Fund - ACSTX (12/08/22) |
| Invesco Developing Markets Fund - ODMAX (03/31/23) |
| Janus Henderson Global Equity Income Fund - HFQAX (01/18/23) |
| JPMorgan Small Cap Growth Fund - PGSGX (05/25/22) |
| JPMorgan Value Advantage Fund - JVAAX (03/20/23) |
| Loomis Sayles Growth Fund - LGRRX (02/15/23) |
| MainStay CBRE Global Infrastructure Fund - VCRAX (03/31/23) |
| MainStay Floating Rate Fund - MXFAX (03/28/23) |
| MainStay MacKay Convertible Fund - MCOAX (12/22/22) |
| MainStay MacKay High Yield Corporate Bond Fund - MHCAX (03/27/23) |
| MainStay MacKay High Yield Municipal Bond Fund - MMHAX (10/12/22) |
| Matthews Pacific Tiger Fund N/L- MAPTX (03/30/23) |
| MFS Total Return Fund - MSFRX (03/30/23) |
| Morgan Stanley Institutional Advantage Fund - MAPPX (12/07/22) |
| Morgan Stanley Institutional Global Opportunity Fund - MGGPX (01/18/23) |
| Morgan Stanley Institutional Growth Fund - MSEGX (12/07/22) |
| Neuberger Berman Genesis Fund - NBGNX (04/14/23) |
| Nuveen Limited Term Municipal Bond Fund - FLTDX (04/14/23) |
| Oakmark Equity and Income Fund - OAKBX (12/22/22) |
| Oakmark Fund - OAKMX (12/22/22) |
| Oakmark International Fund - OAKIX (11/30/22) |
| Osterweis Emerging Opportunity N/L - OSTGX (03/30/23) |
| Parnassus Core Equity Fund N/L - PRBLX (03/20/23) |
| Parnassus Mid-Cap Fund N/L - PARMX (03/20/23) |
| PGIM Jennison Emerging Markets Equity Opportunities Fund - PDEAX (03/02/23) |
| PGIM Strategic Bond Fund - PUCAX (03/27/23) |
| PIMCO High Yield Municipal Bond - PYMAX (03/23/23) |
| PIMCO Short-Term Fund I2- PTSPX (12/16/22) |
| PIMCO Total Return Fund - PTTAX (12/19/22) |
| Pioneer Strategic Income Fund - PSRAX (03/07/23) |
| Principal Global Real Estate Securities Fund - POSAX (08/30/22) |
| Principal MidCap Fund - PEMGX (01/18/23) |
| T. Rowe Price Equity Income Fund N/L - PRFDX (12/16/22) |
| T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (03/20/23) |
| T. Rowe Price Tax-Free Income Fund N/L - PRTAX (10/30/22) |
| TCW Emerging Markets Income Fund N/L - TGEIX (12/22/22) |
| Thornburg Strategic Income Fund - TSIAX (11/11/22) |
| Touchstone Mid Cap Fund - TMAPX (03/02/23) |
| Van Eck Emerging Markets Fund - GBFAX (04/20/23) |
| Van Eck International Investors Gold Fund - INIVX (11/30/22) |
| Victory Integrity Small-Cap Value Fund - VSCVX (12/20/22) |
| Victory RS Global Fund - RSGGX (04/17/23) |
| Virtus KAR Mid-Cap Core Fund VMACX (12/27/22) |
| WCM International Small Cap Growth Instl - WCMSX (03/22/23) |
| Western Asset Total Return Unconstrained Fund - WAARX (11/28/22) |
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