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.
| AMG TimesSquare Mid Cap Growth Fund - TMDPX (08/19/25) |
| Abbey Capital Multi Asset Fund - MAFAX (07/22/25) |
| Akre Focus ETF - AKRE (11/24/25) |
| Allspring Core Bond Fund - MBFAX (11/17/25) |
| Allspring Intermediate Tax/AMT-Free Fund - WFTAX (06/30/25) |
| Allspring Special Mid Cap Value Fund - WFPAX (10/16/25) |
| American Century Small Cap Value - ACSCX (12/02/25) |
| American Funds-Bond Fund of America - ABNDX (10/06/25) |
| American Funds-Capital Income Builder Fund - CAIBX (11/19/25) |
| American Funds-Europacific Growth Fund - AEPGX (09/22/25) |
| American Funds-Income Fund of America - AMECX (12/01/25) |
| American Funds-New Perspective Fund - ANWPX (10/14/25) |
| Amplify CWP Enhanced Dividend Income ETF - DIVO (10/06/25) |
| Amplify CWP International Enhanced Dividend Income ETF - IDVO (10/06/25) |
| AQR Diversifying Strategies Fund - QDSNX (05/20/25) |
| AQR Long-Short Equity Fund - QLENX (08/28/25) |
| AQR Risk-Balance Commodities Fund - ARCNX (12/04/25) |
| Artisan International Small-Mid Investor - ARTJX (12/09/25) |
| Baillie Gifford International Growth Fund - BGESX N/L (09/04/25) |
| Baird Aggregate Bond Fund - BAGSX N/L (12/08/25) |
| Baird Short-Term Municipal Bond Investor - BTMSX N/L (09/02/25) |
| Baird Ultra Short Bond Fund - BUBSX N/L (09/08/25) |
| Baron Emerging Markets Fund N/L - BEXFX (09/10/25) |
| BlackRock Global Allocation Fund - MDLOX (09/18/25) |
| BlackRock Global Equity Market Neutral Fund - BDMAX (07/14/25) |
| BlackRock Health Sciences Opportunities Portfolio - SHSAX (11/10/25) |
| BlackRock Low Duration Bond - BLDAX (10/23/25) |
| BlackRock Multi-Asset Income Fund - BAICX (09/18/25) |
| BlackRock Strategic Income Opportunities Fund - BASIX (09/18/25) |
| BlackRock Technology Opportunities - BGSAX (12/15/25) |
| Boston Partners Global Equity Fund Inst'l Class N/L - BPGIX (12/11/25) |
| BrandywineGlobal Opportunities Bond Fund - GOBAX (12/04/25) |
| Brown Advisory Beutel Goodman Large Cap Value Fund N/L - BVALX (08/25/25) |
| Brown Capital Mgmt. International Small Company Fund N/L - BCSVX (08/29/25) |
| Champlain Small Company Fund N/L - CIPSX (09/08/25) |
| Cohen & Steers Realty Shares - CSJAX (08/21/25) |
| Columbia Overseas Value Fund - COAVX (09/18/25) |
| Columbia Seligman Technology & Information Fund - SLMCX (09/02/25) |
| Dodge & Cox Income Fund N/L - DODIX (06/26/25) |
| Dodge & Cox Stock Fund N/L - DODGX (08/25/25) |
| Edgewood Growth Fund Retail N/L - EGFFX (09/11/25) |
| Federated Hermes Inst'l High Yield Bond - FIHBX (10/14/25) |
| Federated Hermes Short-Term Income Fund - FTIAX (11/12/25) |
| Federated Hermes Strategic Value Dividend Fund - SVAAX (09/10/25) |
| Fidelity Advisor Focused Emerging Markets Fund - FAMKX (08/14/25) |
| First Eagle Global Fund - SGENX (12/04/25) |
| FPA Crescent Class N/L - FPACX (12/05/25) |
| FPA Queens Road Small Cap Value N/L - QRSIX (06/30/25) |
| Franklin Convertible Securities Fund - FISCX (08/28/25) |
| Franklin Federal Tax-Free Income - FKTIX (09/29/25) |
| Franklin Income Fund - FKIQX (12/15/25) |
| Franklin Utilities Fund - FKUQX (08/14/25) |
| FullerThaler Behavioral Mid-Cap Value Fund - FTVAX (09/15/25) |
| GMO Quality - GQLIX (07/18/25) |
| Goldman Sachs Dynamic Municipal Income - GSMIX (10/14/25) |
| Goldman Sachs GQG Partners International Opportunities Fund - GSIHX (10/07/25) |
| Goldman Sachs High Yield Muni - GHYAX (10/14/25) |
| GQG Partners Emerging Markets Equity Inst - GQGIX (10/07/25) |
| Hartford International Opportunities Fund - IHOAX (07/31/25) |
| Hartford Total Return Bond Fund - ITBAX (07/02/25) |
| Hartford World Bond Fund - HWDAX (10/14/25) |
| iMGP DBI Managed Futures Strategy ETF - DBMF (08/14/25) |
| Invesco Comstock Fund - ACSTX (11/17/25) |
| Janus Henderson Global Equity Income Fund - HFQAX (07/14/25) |
| Janus Henderson Global Life Sciences Fund - JFNAX (08/26/25) |
| JPMorgan Equity Premium Income Fund - JEPIX (09/23/25) |
| JPMorgan Equity Premium Income Strategy ETF - JEPI (09/23/25) |
| JPMorgan Hedged Equity Laddered Overlay ETF - HELO (09/18/25) |
| JPMorgan Strategic Income Opportunities Fund - JSOAX (12/16/2025) |
| JPMorgan Market Neutral Fund - JMNAX (08/04/25) |
| JPMorgan Small Cap Growth Fund - PGSGX (07/31/25) |
| JPMorgan Value Advantage Fund - JVAAX (12/09/25) |
| Lazard Enhanced Opportunities Fund - LEOOX (10/08/25) |
| Loomis Sayles Growth Fund - LGRRX (11/12/25) |
| Loomis Sayles Investment Grade Bond Fund - LIGRX (09/02/25) |
| MFS International Equity Fund - MIEJX (08/21/25) |
| MFS Total Return Fund - MSFRX (05/19/25) |
| Morgan Stanley Institutional Global Opportunity Fund - MGGPX (07/28/25) |
| Neuberger Berman Genesis Fund - NBGNX (06/18/25) |
| Neuberger Berman Long Short Fund - NLSAX (08/28/25) |
| Nomura Small Cap Core Fund - DCCAX (12/08/25) |
| Nomura Mid Cap Growth Fund - WMGAX (12/10/25) |
| NYLI CBRE Global Infrastructure Fund - VCRAX (09/22/25) |
| NYLI Floating Rate Fund - MXFAX (11/19/25) |
| NYLI MacKay Convertible Fund - MCOAX (08/29/25) |
| NYLI MacKay High Yield Corporate Bond Fund - MHCAX (05/07/25) |
| NYLI MacKay High Yield Municipal Bond Fund - MMHAX (05/29/25) |
| Oakmark Equity and Income Fund - OAKBX (12/15/25) |
| Oakmark Fund - OAKMX (07/16/25) |
| Oakmark International Fund - OAKIX (07/02/25) |
| Osterweis Emerging Opportunity N/L - OSTGX (12/15/25) |
| Parnassus Core Equity Fund N/L - PRBLX (06/23/25) |
| Parnassus Mid-Cap Fund N/L - PARMX (09/29/25) |
| PIMCO High Yield Municipal Bond - PYMAX (05/29/25) |
| PIMCO Global Bond Opportunities Bond (USD-HDG) - PAIIX (07/28/25) |
| PIMCO Short-Term Fund I2- PTSPX (10/22/25) |
| PIMCO Total Return Fund - PTTAX (07/28/25) |
| Principal Global Real Estate Securities Fund - POSAX (09/30/25) |
| Principal MidCap Fund - PEMGX (09/30/25) |
| T. Rowe Price Capital Appreciation Fund N/L - PRWCX (08/21/25) |
| T. Rowe Price Equity Income Fund N/L - PRFDX (09/29/25) |
| T. Rowe Price Financial Services Fund N/L - PRISX (05/13/25) |
| T. Rowe Price International Disciplined Equity Fund N/L - PRNCX (12/11/25) |
| T. Rowe Price Tax-Free Income Fund N/L - PRTAX (10/31/25) |
| TCW Emerging Markets Income Fund N/L - TGEIX (07/22/25) |
| Touchstone Mid Cap Fund - TMAPX (09/22/25) |
| Van Eck International Investors Gold Fund - INIVX (11/06/25) |
| Victory Integrity Small-Cap Value Fund - VSCVX (12/15/25) |
| Victory Pioneer Strategic Income Fund - PSRAX (12/09/25) |
| Victory RS Global Fund - RSGGX (12/09/25) |
| Virtus AlphaSimplex Managed Futures Strategy Fund - AMFAX (09/18/25) |
| Virtus KAR Mid-Cap Core Fund VMACX (10/15/25) |
| WCM International Small Cap Growth Instl - WCMSX (03/25/25) |
| Wasatch Global Opportunities Fund - WAGOX (07/17/25) |
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