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.
| Akre Focus Fund N/L - AKREX (06/05/24) |
| Alger Small Cap Growth Fund - ALSAX (12/12/23) |
| Allspring Core Bond Fund - MBFAX (06/05/24) |
| Allspring Intermediate Tax/AMT-Free Fund - WFTAX (06/03/24) |
| Allspring Special Mid Cap Value Fund - WFPAX (03/15/24) |
| American Century Small Cap Value - ACSCX (01/10/24) |
| American Funds-Bond Fund of America - ABNDX (03/28/24) |
| American Funds-Capital Income Builder Fund - CAIBX (06/03/24) |
| American Funds-Europacific Growth Fund - AEPGX (04/11/24) |
| American Funds-Income Fund of America - AMECX (04/30/24) |
| American Funds-New Perspective Fund - ANWPX (02/02/24) |
| American Funds-Smallcap World Fund - SMCWX (01/31/24) |
| Artisan International Small-Mid Investor - ARTJX (05/29/24) |
| AQR Risk-Balanced Commodities Fund - ARCNX (06/06/24) |
| Baillie Gifford International Growth Fund - BGESX N/L (04/24/24) |
| Baird Aggregate Bond Fund - BAGSXN/L (05/21/24) |
| Baird Short-Term Municipal Bond Investor - BTMSX N/L (03/18/24) |
| Baird Ultra Short Bond Fund - BUBSX N/L (03/18/24) |
| Baron Emerging Markets Fund N/L - BEXFX (05/01/24) |
| Baron Growth Fund - BGRFX (09/05/23) |
| BlackRock Global Allocation Fund - MDLOX (09/20/23) |
| BlackRock Global Equity Market Neutral Fund - BDMAX (06/25/24) |
| BlackRock Low Duration Bond - BLDAX (04/25/24) |
| BlackRock Multi-Asset Income Fund - BAICX (03/25/24) |
| BlackRock Strategic Income Opportunities Fund - BASIX (03/28/24) |
| BlackRock Technology Opportunities - BGSAX (05/31/24) |
| BrandywineGlobal Opportunities Bond Fund - GOBAX (03/18/24) |
| Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (02/26/24) |
| Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (02/26/24) |
| Champlain Small Company Fund N/L - CIPSX (03/04/24) |
| Cohen & Steers Realty Shares - CSJAX (02/08/24) |
| Columbia Overseas Value Fund - COAVX (03/01/24) |
| Columbia Seligman Communications and Information Fund - SLMCX (03/05/24) |
| Delaware Ivy Mid Cap Growth Fund - WMGAX (04/30/24) |
| Delaware Small Cap Core Fund - DCCAX (05/01/24) |
| Dodge & Cox Income Fund N/L - DODIX (03/27/24) |
| Dodge & Cox Stock Fund N/L - DODGX (02/09/24) |
| Edgewood Growth Fund Retail N/L - EGFFX (02/26/24) |
| Federated Hermes Inst'l High Yield Bond - FIHBX (04/09/24) |
| Federated Hermes Short-Term Income Fund - FTIAX (05/01/24) |
| Federated Hermes Strategic Value Dividend Fund - SVAAX (03/26/24) |
| Fidelity Advisor Focused Emerging Markets Fund - FAMKX (03/26/24) |
| First Eagle Global Fund - SGENX (02/14/24) |
| FPA Crescent Class N/L - FPACX (04/25/24) |
| 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 (03/04/24) |
| Franklin Income Fund - FKINX (03/26/24) |
| Franklin Utilities Fund - FKUTX (01/09/24) |
| FullerThaler Behavioral Mid-Cap Value Fund - FTVAX (02/26/24) |
| GMO Quality - GQLIX (12/11/23) |
| Goldman Sachs Dynamic Municipal Income - GSMIX (05/29/24) |
| Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (03/25/24) |
| Goldman Sachs High Yield Muni - GHYAX (05/29/24) |
| GQG Partners Emerging Markets Equity Inst - GQGIX (03/19/24) |
| Hartford International Opportunities Fund - IHOAX (05/30/24) |
| Hartford Midcap Fund - HFMCX (12/11/23) |
| Hartford Total Return Bond Fund - ITBAX (05/17/24) |
| Hartford World Bond Fund - HWDAX (02/26/24) |
| Invesco Comstock Fund - ACSTX (12/26/23) |
| Invesco Developing Markets Fund - ODMAX (11/27/23) |
| Janus Henderson Global Equity Income Fund - HFQAX (04/19/24) |
| JPMorgan Market Neutral Fund - JMNAX (05/21/24) |
| JPMorgan Small Cap Growth Fund - PGSGX (06/04/24) |
| JPMorgan Value Advantage Fund - JVAAX (04/22/24) |
| Loomis Sayles Growth Fund - LGRRX (06/25/24) |
| MainStay CBRE Global Infrastructure Fund - VCRAX (04/16/24) |
| MainStay Floating Rate Fund - MXFAX (05/29/24) |
| MainStay MacKay Convertible Fund - MCOAX (06/22/23) |
| MainStay MacKay High Yield Corporate Bond Fund - MHCAX (06/25/24) |
| MainStay MacKay High Yield Municipal Bond Fund - MMHAX (05/13/24) |
| Matthews Pacific Tiger Fund N/L- MAPTX (06/03/24) |
| MFS Total Return Fund - MSFRX (04/29/24) |
| Morgan Stanley Institutional Advantage Fund - MAPPX (06/17/24) |
| Morgan Stanley Institutional Global Opportunity Fund - MGGPX (12/19/23) |
| Morgan Stanley Institutional Growth Fund - MSEGX (06/17/24) |
| Neuberger Berman Genesis Fund - NBGNX (10/12/23) |
| Neuberger Berman Long Short Fund - NLSAX (04/09/24) |
| Nuveen Limited Term Municipal Bond Fund - FLTDX (06/13/24) |
| Oakmark Equity and Income Fund - OAKBX (01/10/24) |
| Oakmark Fund - OAKMX (12/26/23) |
| Oakmark International Fund - OAKIX (06/03/24) |
| Osterweis Emerging Opportunity N/L - OSTGX (03/18/24) |
| Parnassus Core Equity Fund N/L - PRBLX (05/29/24) |
| Parnassus Mid-Cap Fund N/L - PARMX (05/17/24) |
| PGIM Jennison Emerging Markets Equity Opportunities Fund - PDEAX (04/11/24) |
| PIMCO High Yield Municipal Bond - PYMAX (05/13/24) |
| PIMCO Global Bond Opportunities Bond (USD-HDG) - PAIIX (01/16/24) |
| PIMCO Short-Term Fund I2- PTSPX (02/20/24) |
| PIMCO Total Return Fund - PTTAX (03/28/24) |
| Pioneer Strategic Income Fund - PSRAX (09/28/23) |
| Principal Global Real Estate Securities Fund - POSAX (04/29/24) |
| Principal MidCap Fund - PEMGX (02/14/24) |
| T. Rowe Price Capital Appreciation Fund N/L - PRWCX (02/07/24) |
| T. Rowe Price Equity Income Fund N/L - PRFDX (04/22/24) |
| T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (02/26/24) |
| T. Rowe Price Tax-Free Income Fund N/L - PRTAX (04/29/24) |
| TCW Emerging Markets Income Fund N/L - TGEIX (01/17/24) |
| Thornburg Strategic Income Fund - TSIAX (06/04/24) |
| Touchstone Mid Cap Fund - TMAPX (08/29/23) |
| Van Eck International Investors Gold Fund - INIVX (05/13/24) |
| Victory Integrity Small-Cap Value Fund - VSCVX (1/10/24) |
| Victory RS Global Fund - RSGGX (06/25/24) |
| Virtus KAR Mid-Cap Core Fund VMACX (04/22/24) |
| WCM International Small Cap Growth Instl - WCMSX (02/14/24) |
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