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 (10/30/23) |
Alger Small Cap Growth Fund - ALSAX (12/12/23) |
Allspring Core Bond Fund - MBFAX (02/02/24) |
Allspring Intermediate Tax/AMT-Free Fund - WFTAX (01/19/24) |
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 (12/06/23) |
American Funds-Europacific Growth Fund - AEPGX (08/15/23) |
American Funds-Income Fund of America - AMECX (11/09/23) |
American Funds-New Perspective Fund - ANWPX (02/02/24) |
American Funds-Smallcap World Fund - SMCWX (01/31/24) |
Artisan International Small-Mid Investor - ARTJX (11/14/23) |
AQR Risk-Balanced Commodities Fund - ARCNX (03/06/24) |
Baillie Gifford International Growth Fund - BGESX N/L (02/07/24) |
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 (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 (03/25/24) |
BlackRock Strategic Income Opportunities Fund - BASIX (03/28/24) |
BlackRock Technology Opportunities - BGSAX (09/27/23) |
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 (09/08/23) |
Columbia Seligman Communications and Information Fund - SLMCX (03/05/24) |
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 (03/27/24) |
Dodge & Cox Stock Fund N/L - DODGX (05/30/23) |
Edgewood Growth Fund Retail N/L - EGFFX (07/06/23) |
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 (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 (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 (03/04/24) |
Franklin Income Fund - FKINX (03/26/24) |
Franklin Utilities Fund - FKUTX (04/17/23) |
Fuller & Thaler Behavioral Mid-Cap Value Fund - FTVAX (02/26/24) |
GMO Quality - GQLIX (12/11/23) |
Goldman Sachs Dynamic Municipal Income - GSMIX (01/22/24) |
Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (03/25/24) |
Goldman Sachs High Yield Muni - GHYAX (01/16/24) |
GQG Partners Emerging Markets Equity Inst - GQGIX (03/19/24) |
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 (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 (10/31/23) |
JPMorgan Small Cap Growth Fund - PGSGX (12/06/23) |
JPMorgan Value Advantage Fund - JVAAX (03/20/24) |
Loomis Sayles Growth Fund - LGRRX (02/29/24) |
MainStay CBRE Global Infrastructure Fund - VCRAX (11/09/23) |
MainStay Floating Rate Fund - MXFAX (01/30/24) |
MainStay MacKay Convertible Fund - MCOAX (06/22/23) |
MainStay MacKay High Yield Corporate Bond Fund - MHCAX (01/05/24) |
MainStay MacKay High Yield Municipal Bond Fund - MMHAX (12/21/23) |
Matthews Pacific Tiger Fund N/L- MAPTX (12/20/23) |
MFS Total Return Fund - MSFRX (11/08/23) |
Morgan Stanley Institutional Advantage Fund - MAPPX (11/30/23) |
Morgan Stanley Institutional Global Opportunity Fund - MGGPX (12/19/23) |
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 (01/10/24) |
Oakmark Fund - OAKMX (12/26/23) |
Oakmark International Fund - OAKIX (12/05/23) |
Osterweis Emerging Opportunity N/L - OSTGX (03/18/24) |
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 Global Bond Opportunities Bond (USD-HDG) - PAIIX (01/16/24) |
PIMCO Short-Term Fund I2- PTSPX (02/20/24) |
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 (02/14/24) |
T. Rowe Price Capital Appreciation Fund N/L - PRWCX (02/07/24) |
T. Rowe Price Equity Income Fund N/L - PRFDX (08/23/23) |
T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (02/26/24) |
T. Rowe Price Tax-Free Income Fund N/L - PRTAX (01/17/24) |
TCW Emerging Markets Income Fund N/L - TGEIX (01/17/24) |
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 (01/10/24) |
Victory RS Global Fund - RSGGX (12/29/23) |
Virtus KAR Mid-Cap Core Fund VMACX (05/30/23) |
WCM International Small Cap Growth Instl - WCMSX (02/14/24) |
Western Asset Total Return Unconstrained Fund - WAARX (11/20/23) |
Find an Advisor
Connect with a Raymond James advisor or an office near you.