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 (05/19/25) |
| Alger Small Cap Growth Fund - ALSAX (02/25/25) |
| 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 (03/25/25) |
| American Century Small Cap Value - ACSCX (03/24/25) |
| American Funds-Bond Fund of America - ABNDX (03/26/25) |
| American Funds-Capital Income Builder Fund - CAIBX (05/07/25) |
| American Funds-Europacific Growth Fund - AEPGX (03/17/25) |
| American Funds-Income Fund of America - AMECX (05/07/25) |
| American Funds-New Perspective Fund - ANWPX (02/19/25) |
| American Funds-Smallcap World Fund - SMCWX (03/24/25) |
| Amplify CWP Enhanced Dividend Income ETF - DIVO (02/18/25) |
| Amplify CWP International Enhanced Dividend Income ETF - IDVO (02/18/25) |
| AQR Diversifying Strategies Fund - QDSNX (05/20/25) |
| AQR Risk-Balance Commodities Fund - ARCNX (01/22/25) |
| 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 (03/26/25) |
| Baird Aggregate Bond Fund - BAGSX N/L (04/29/25) |
| Baird Short-Term Municipal Bond Investor - BTMSX N/L (02/10/25) |
| Baird Ultra Short Bond Fund - BUBSX N/L (05/16/25) |
| Baron Emerging Markets Fund N/L - BEXFX (12/23/24) |
| Baron Growth Fund - BGRFX (02/19/25) |
| BlackRock Global Allocation Fund - MDLOX (03/28/25) |
| BlackRock Global Equity Market Neutral Fund - BDMAX (02/04/25) |
| BlackRock Health Sciences Opportunities Portfolio - SHSAX (05/19/25) |
| BlackRock Low Duration Bond - BLDAX (05/16/25) |
| BlackRock Multi-Asset Income Fund - BAICX (03/24/25) |
| 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 (05/16/25) |
| Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (12/23/24) |
| Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (03/19/25) |
| Champlain Small Company Fund N/L - CIPSX (03/24/25) |
| Cohen & Steers Realty Shares - CSJAX (02/10/25) |
| Columbia Overseas Value Fund - COAVX (03/17/25) |
| Columbia Seligman Technology & Information Fund - SLMCX (03/12/25) |
| Dodge & Cox Income Fund N/L - DODIX (01/31/25) |
| Dodge & Cox Stock Fund N/L - DODGX (03/17/25) |
| Edgewood Growth Fund Retail N/L - EGFFX (03/06/25) |
| Federated Hermes Inst'l High Yield Bond - FIHBX (09/12/24) |
| Federated Hermes Short-Term Income Fund - FTIAX (03/26/25) |
| Federated Hermes Strategic Value Dividend Fund - SVAAX (03/31/25) |
| Fidelity Advisor Focused Emerging Markets Fund - FAMKX (02/05/25) |
| First Eagle Global Fund - SGENX (02/07/25) |
| FPA Crescent Class N/L - FPACX (04/29/25) |
| FPA Queens Road Small Cap Value N/L - QRSIX (12/19/24) |
| Franklin Convertible Securities Fund - FISCX (02/25/25) |
| Franklin Federal Tax-Free Income - FKTIX (03/14/25) |
| Franklin Income Fund - FKIQX (04/29/25) |
| Franklin Utilities Fund - FKUQX (02/21/25) |
| FullerThaler Behavioral Mid-Cap Value Fund - FTVAX (03/24/25) |
| GMO Quality - GQLIX (12/23/24) |
| Goldman Sachs Dynamic Municipal Income - GSMIX (03/28/25) |
| Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (04/22/25) |
| Goldman Sachs High Yield Muni - GHYAX (03/31/25) |
| GQG Partners Emerging Markets Equity Inst - GQGIX (04/22/25) |
| 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 (02/20/25) |
| Janus Henderson Global Equity Income Fund - HFQAX (04/29/25) |
| Janus Henderson Global Life Sciences Fund - JFNAX (11/20/24) |
| JPMorgan Equity Premium Income Fund - JEPIX (02/18/25) |
| JPMorgan Equity Premium Income Strategy ETF - JEPI (02/18/25) |
| JPMorgan Hedged Equity Laddered Overlay ETF - HELO (02/21/25) |
| JPMorgan Market Neutral Fund - JMNAX (12/23/24) |
| JPMorgan Small Cap Growth Fund - PGSGX (02/11/25) |
| JPMorgan Value Advantage Fund - JVAAX (04/28/25) |
| Loomis Sayles Growth Fund - LGRRX (05/19/25) |
| Loomis Sayles Investment Grade Bond Fund - LIGRX (12/17/24) |
| Macquarie Mid Cap Growth Fund - WMGAX (04/29/25) |
| Macquarie Small Cap Core Fund - DCCAX (04/29/25) |
| Matthews Pacific Tiger Fund N/L- MAPTX (05/07/25) |
| MFS International Equity Fund - MIEJX (02/28/25) |
| MFS Total Return Fund - MSFRX (05/19/25) |
| Morgan Stanley Institutional Global Opportunity Fund - MGGPX (02/07/25) |
| Neuberger Berman Genesis Fund - NBGNX (12/04/24) |
| Neuberger Berman Long Short Fund - NLSAX (12/31/24) |
| NYLI CBRE Global Infrastructure Fund - VCRAX (03/31/25) |
| NYLI Floating Rate Fund - MXFAX (05/29/24) |
| NYLI MacKay Convertible Fund - MCOAX (02/25/25) |
| NYLI MacKay High Yield Corporate Bond Fund - MHCAX (05/07/25) |
| 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 (02/04/25) |
| PIMCO Short-Term Fund I2- PTSPX (10/04/24) |
| PIMCO Total Return Fund - PTTAX (03/31/25) |
| Pioneer Strategic Income Fund - PSRAX (08/08/24) |
| Principal Global Real Estate Securities Fund - POSAX (11/12/24) |
| Principal MidCap Fund - PEMGX (03/26/25) |
| T. Rowe Price Capital Appreciation Fund N/L - PRWCX (02/19/25) |
| T. Rowe Price Equity Income Fund N/L - PRFDX (10/15/24) |
| T. Rowe Price Financial Services Fund N/L - PRISX (05/13/25) |
| T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (12/19/24) |
| T. Rowe Price Tax-Free Income Fund N/L - PRTAX (05/01/25) |
| TCW Emerging Markets Income Fund N/L - TGEIX (12/19/24) |
| Touchstone Mid Cap Fund - TMAPX (03/12/25) |
| 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 (03/25/25) |
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