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      4. Individual Mutual Fund Company Research Reports

        For more information about our mutual fund research or a sample copy, please contact your Financial Advisor or use the convenient Office Locator to find our office(s) nearest you today.

        Research reports are accompanied by the last published date.

        A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

        A (return to top)

        • AB Global Bond Fund - ANAGX (09/18/18)
        • AllianzGI Technology Fund - RAGTX (01/28/19)
        • American Funds-AMCAP Fund - AMCPX (04/18/19)
        • American Funds-Bond Fund of America - ABNDX (12/27/18)
        • American Funds-Capital Income Builder Fund - CAIBX (05/20/19)
        • American Funds-Europacific Growth Fund - AEPGX (05/20/19)
        • American Funds-Income Fund of America - AMECX (04/23/19)
        • American Funds-Investment Company of America - AIVSX (04/29/19)
        • American Funds-New Perspective Fund - ANWPX (05/10/19)
        • American Funds-Smallcap World Fund - SMCWX (05/10/19)
        • AMG TimesSquare International SmallCap - TCMPX (01/14/19)

        B (return to top)

        • Baron Emerging Markets Fund N/L - BEXFX (03/06/19)
        • Baron Growth Fund - BGRFX (10/17/18)
        • BlackRock Global Allocation Fund - MDLOX (04/22/19)
        • BlackRock GNMA Fund - BGPAX (09/20/18)
        • BlackRock Low Duration Bond - BLDAX (01/15/19)
        • BlackRock Multi-Asset Income Fund - BAICX (12/20/18)
        • BlackRock Strategic Income Opportunities Fund Inst'l Class - (04/29/19)
        • BrandywineGlobal Opportunities Bond Fund - GOBAX (04/18/19)

        C (return to top)

        • Carillon Eagle Small Cap Growth Fund - HRSCX (09/20/18)
        • Champlain Small Company Fund N/L - CIPSX (03/05/19)
        • ClearBridge Aggressive Growth Fund – SHRAX (01/15/19)
        • Columbia Emerging Markets Bond Fund - REBAX (03/21/19)
        • Columbia High Yield Muni Fund - LHIAX (12/03/18)
        • Columbia Seligman Communications and Information Fund - SLMCX (04/04/19)
        • Columbia Short Term Bond Fund - NSTRX (02/12/19)

        D (return to top)

        • Delaware Small Cap Core Fund - DCCAX (01/14/19)
        • Dodge & Cox Income Fund N/L - DODIX (02/28/19)
        • Dodge & Cox Stock Fund N/L - DODGX (05/31/19)
        • DWS Managed Municipal Fund - SMLAX (03/06/19)
        • DWS RREEF Global Infrastructure Fund - TOLLX (01/14/19)

        E (return to top)

        F (return to top)

        • Federated High Income Bond Fund - FHIIX (12/27/18)
        • Federated Inst'l High Yield Bond - FIHBX (06/03/19)
        • Federated Short-Term Income Fund - FTIAX (05/21/19)
        • Federated Strategic Value Dividend Fund - SVAAX (02/27/19)
        • Fidelity Advisor New Insights Fund - FNIAX (05/20/19)
        • First Eagle Fund of America - FEFAX (03/28/19)
        • First Eagle Global Fund - SGENX (03/20/19)
        • FPA Crescent Class N/L - FPACX (03/27/19)
        • Franklin Convertible Securities Fund - FISCX (06/14/18)
        • Franklin Federal Tax-Free Income - FKTIX (05/31/19)
        • Franklin Income Fund - FKINX (04/15/19)
        • Franklin Utilities Fund - FKUTX (04/15/19)

        G (return to top)

        • Gateway Fund (Natixis) - GATEX (11/16/18)
          •  

        H (return to top)

          • Hartford Healthcare Fund - HGHAX (12/05/18)
          • Hartford International Opportunities Fund - IHOAX (05/20/19)
          • Hartford Midcap Fund - HFMCX (12/20/18)
          • Hartford Total Return Bond Fund - ITBAX (02/15/19)

        I (return to top)

        • Invesco Comstock Fund - ACSTX (03/18/19)
        • Invesco Equity and Income Fund - ACEIX (03/05/19)
        • Invesco European Growth Fund - AEDAX (10/18/18)
        • Invesco Oppenheimer Developing Markets Fund - ODMAX (08/07/18)
        • Ivy Mid Cap Growth Fund - WMGAX (12/05/18)

        J (return to top)

        • Janus Henderson Flexible Bond Fund - JDFAX (03/28/19)
        • Janus Henderson Global Equity Income Fund - HFQAX (05/31/19)
        • John Hancock Disciplined Value International Fund - JDIBX (08/07/18)
        • John Hancock Income Fund - JHFIX (01/14/19)
        • John Hancock Regional Bank Fund - FRBAX (01/31/19)
        • JPMorgan High Yield Bond Fund - OHYAX (02/01/19)
        • JPMorgan Small Cap Growth Fund - PGSGX (02/18/19)
        • JPMorgan Value Advantage Fund - JVAAX (03/27/19)

        K (return to top)

        L (return to top)

        M (return to top)

        • MainStay Floating Rate Fund - MXFAX (01/14/19)
        • MainStay MacKay High Yield Corporate Bond Fund - MHCAX (02/08/19)
        • MainStay MacKay High Yield Municipal Bond Fund - MMHAX (03/05/19)
        • Matthews Pacific Tiger Fund N/L- MAPTX (02/22/19)
        • MFS Total Return Fund - MSFRX (02/11/19)
        • Morgan Stanley Institutional Global Opportunity Fund - MGGPX (04/18/19)

        N (return to top)

        • Neuberger Berman Genesis Fund - NBGNX (04/29/19)
        • Nuveen High Yield Municipal Bond Fund - NHMAX (03/04/19)
        • Nuveen Limited Term Municipal Bond Fund - FLTDX (03/06/19)
        • Nuveen Small Cap Value Fund - FSCAX (10/24/18)

        O (return to top)

        • Oakmark Equity and Income Fund - OAKBX (02/27/19)
        • Oakmark Fund - OAKMX (05/22/19)
        • Oakmark International Fund - OAKIX (02/22/19)

        P (return to top)

        • Parnassus Core Equity Fund N/L - PRBLX (03/06/19)
        • PIMCO Real Return Bond Fund - PRTNX (03/05/19)
        • PIMCO Short-Term Fund - PSHAX (05/20/19)
        • PIMCO Total Return Fund - PTTAX (05/28/19)
        • Pioneer Strategic Income Fund - PSRAX (02/11/19)
        • Principal Global Real Estate Securities Fund - POSAX (02/15/19)
        • Principal MidCap Fund - PEMGX (10/23/18)
        • PGIM Jennison Natural Resources Fund - PGNAX (01/31/19)
        • PGIM Jennison Small Company Fund - PGOAX (05/28/19) 

        Q (return to top)

        R (return to top)

        S (return to top)

        T (return to top)

        • T. Rowe Price Equity Income Fund - PRFDX (02/08/19)
        • T. Rowe Price Short-Term Bond Fund - PRWBX (04/24/18)
        • T. Rowe Price Tax-Free Income Fund - PRTAX (03/04/19)
        • Templeton Global Bond Fund - TPINX (04/15/19)
        • Thornburg Intermediate Municipal Fund - THIMX (02/22/19)
        • Thornburg Limited Term Municipal Fund - LTMFX (02/22/19)

        U (return to top)

        V (return to top)

        • Van Eck Emerging Markets Fund - GBFAX (04/15/19)
        • Van Eck International Investors Gold Fund - INIVX (05/10/19)
        • Victory Integrity Small-Cap Value Fund - VSCVX (05/31/19)
        • Virtus KAR Mid-Cap Core Fund VMACX (04/16/19)

        W (return to top)

        • Wells Fargo Core Bond Fund - MBFAX (04/15/19)
        • Wells Fargo Intermediate Tax/AMT-Free Fund - WFTAX (04/25/19)
        • Wells Fargo Special Mid Cap Value Fund - WFPAX (10/23/19)
        • Western Asset Total Return Unconstrained Fund - WAARX (05/20/19)

        X (return to top)

        Y (return to top)

        Z (return to top)

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