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