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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)

  • AIM (Invesco) Developing Market Fund Class A - GTDDX (11/30/09)
  • AIM (Invesco) European Growth Fund Class A - AEDAX (09/01/09)
  • AIM (Invesco) Limited Maturity Treasury Fund - SHTIX (10/19/09)
  • AIM (Invesco) Mid-Cap Core Equity Fund Class A - GTAGX (02/16/10)
  • AIM (Invesco) Tax-Free Intermediate Shares - AITFX (11/04/09)
  • AllianceBernstein International Value Fund Class A - ABIAX (01/29/10)
  • Allianz NFJ Dividend Value Fund Class A - PNEAX (02/08/10)
  • Allianz NFJ Small Cap Value Fund Class A - PCVAX (05/07/09)
  • Allianz RCM Technology Fund Class I - DRGTX (10/23/09)
  • PIMCO (Allianz) Emerging Markets Bond Fund Class A - PAEMX (12/08/09)
  • PIMCO (Allianz) Real Return Bond Fund Class A - PRTNX (09/03/09)
  • PIMCO (Allianz) Short-Term Fund Class A - PSHAX (10/23/09)
  • PIMCO (Allianz) Total Return Fund Class A - PTTAX  (11/16/09)
  • American Century Inflation Adjusted Bond Investors Class - ACITX N/L (09/04/09)
  • American Century Vista Fund Investors Class - TWCVX (02/22/10)
  • American Funds-AMCAP Fund - AMCPX (12/23/09)
  • American Funds-Bond Fund of America - ABNDX (10/14/09)
  • American Funds-Capital Income Builder Fund - CAIBX (12/22/09)
  • American Funds-Europacific Growth Fund - AEPGX (12/22/09)
  • American Funds-Income Fund of America - AMECX (02/16/10)
  • American Funds-Intermediate Bond Fund of America - AIBAX (10/14/09)
  • American Funds-Investment Company of America - AIVSX (06/30/09)
  • American Funds-New Perspective Fund - ANWPX (12/03/09)
  • American Funds-Smallcap World Fund - SMCWX (12/18/09)
  • Artisan Mid Cap Value Fund - ARTQX (10/28/09)

B (return to top)

  • Baron Growth Fund - BGRFX (09/09/09)
  • BlackRock Global Allocation Fund Class A - MDLOX (12/22/09)
  • BlackRock GNMA Fund Class A - BGPAX (01/25/10)
  • Brandywine Advisors Midcap Growth Fund - BWAFX (08/20/09)

C (return to top)

  • Calamos Growth & Income Fund Class A - CVTRX (12/23/09)
  • Calamos Growth Fund Class A - CVGRX (12/08/09)
  • Champlain Small Company Fund N/L - CIPSX (11/30/09)
  • Columbia Acorn International Fund Class A - LAIAX (02/22/10)
  • Columbia International Value Fund Class A - NIVLX (02/09/10)
  • Columbia Marsico Focused Equities Inv Fund Class A - NFEAX (01/13/10)

 

D (return to top)

  • Davis New York Venture Fund Class A - NYVTX (01/13/10)
  • Dodge & Cox Income Fund N/L - DODIX (11/30/09)
  • Dodge & Cox Stock Fund N/L - DODGX (09/29/09)
  • Dreyfus Premier Emerging Markets Fund Class A - DRFMX (01/26/10)
  • DWS Managed Municipal Fund Class A - SMLAX (09/24/09)
  • DWS RREEF Real Estate Fund Class I - RRRRX (10/27/09)

E (return to top)

  • Eagle Capital Appreciation Fund Class A - HRCPX (06/09/09)
  • Eagle Mid Cap Stock Fund Class A - HMCAX (09/24/09)
  • Eagle Small Cap Growth Fund Class A - HRSCX (10/14/09)
  • Eaton Vance Large-Cap Value Fund Class A - EHSTX (01/26/10)
  • Eaton Vance Worldwide Health Sciences Class A - ETHSX (07/29/09)
  • Evergreen High Income Fund Class A - EKHAX (07/30/09)
  • Evergreen International Bond Fund Class A - ESIYX (11/30/09)

F (return to top)

  • Federated High Income Bond Fund Class A - FHIIX (12/23/09)
  • First Eagle Fund of America Class A - FEFAX (10/27/09)
  • Franklin Adjustable U.S. Government Securities Fund Class A - FISAX (01/13/10)
  • Franklin Convertible Securities Fund Class A - FISCX (11/30/09)
  • Franklin Federal Tax-Free Income Class A - FKTIX (09/29/09)
  • Franklin Flex-Cap Growth Fund Class A - FKCGX (08/25/09)
  • Franklin High-Yield Tax-Free Income Fund Class A - FRHIX (02/03/10)
  • Franklin Income Fund Class A - FKINX (12/22/09)
  • Franklin Insured Tax-Free Income Fund Class A - FTFIX (09/29/09)
  • Franklin U.S. Government Securities Fund Class A - FKUSX (01/13/10)
  • Franklin Utilities Fund Class A - FKUTX (11/03/09)

G (return to top)

  • GE Premier Growth Equity Fund Class A - GEPCX (01/25/10)
  • Goldman Sachs Enhanced Income Fund Class A - GEIAX (01/14/10)
  • Goldman Sachs Growth Opportunities Fund Class A - GGOAX (08/24/09)
  • Goldman Sachs Short Duration Government Fund Class A - GSSDX (09/30/09)

H (return to top)

  • Hartford Capital Appreciation Fund Class A - ITHAX (01/13/10)
  • Hartford Global Health Fund Class A - HGHAX (11/03/09)
  • Hartford Growth Fund Class L - FECLX (01/13/10)
  • Hartford Midcap Fund Class A  - HFMCX (09/22/09)
  • Henderson International Opportunities Fund Class A - HFOAX (07/30/09)

I (return to top)

  • Ivy Capital Appreciation Fund - WMEAX (02/03/10)
  • Ivy Global Natural Resources Fund - IGNAX (01/15/10)

J (return to top)

  • (Janus) Perkins Mid Cap Value Fund Class J - JMCVX (02/22/10)
  • John Hancock Regional Bank Fund Class A - FRBFX (10/14/09)
  • John Hancock Strategic Income Fund Class A - JHFIX (07/30/09)
  • JP Morgan High Yield Bond Fund Class A - OHYAX (06/24/09)
  • JP Morgan Mid Cap Value Fund Class A - FLMVX (07/30/09)
  • JP Morgan Small Cap Growth Fund Class A - PGSGX (02/22/10)

K (return to top)

  • Keeley Small Cap Value Fund - KSCVX (11/12/09)

L (return to top)

  • Lazard Emerging Markets Equity Instl N/L -LZEMX (12/03/09)
  • Loomis (Natixis) Sayles Value Fund Class Y - LSGIX (01/28/10)
  • Lord Abbett Bond Debenture Fund Class A - LBNDX (09/04/09)
  • Lord Abbett Small-Cap Blend Fund Class A - LSBAX (08/20/09)

M (return to top)

  • Mainstay High Yield Corporate Bond Fund Class A - MHCAX (08/20/09)
  • Matthews Pacific Tiger Fund N/L - MAPTX (01/25/10)
  • MFS International New Discovery Fund Class A - MIDAX (07/21/09)
  • MFS Total Return Fund Class A - MSFRX (12/23/09)
  • MFS Utilities Fund Class A - MMUFX (12/02/09)
  • Munder Mid Cap Core Growth Fund Class A - MGOAX (09/01/09)

N (return to top)

  • Neuberger Berman Genesis Fund - NBGNX (12/23/09)
  • Nuveen High Yield Municipal Bond Fund - NHMAX (01/29/10)
  • Nuveen Insured Municipal Bond Fund Class A - NMBIX (09/21/09)
  • Nuveen Limited Term Municipal Bond Fund Class A - FLTDX (09/21/09)

O (return to top)

  • Oakmark Equity and Income Fund Class I (01/13/10)
  • Oakmark International Fund Class I - OAKIX (02/22/10)
  • Olstein All-Cap Value Fund Class C - OFALX (12/02/09)
  • Oppenheimer Global Fund Class A - OPPAX (12/22/09)
  • Oppenheimer Strategic Income Fund Class A - OPSIX (12/23/09)

P (return to top)

  • Pioneer Fund Class A - PIODX (02/08/10)
  • Pioneer High Yield Fund Class A - TAHYX (02/16/10)
  • Pioneer Mid-Cap Value Fund Class A - PCGRX (08/20/09)
  • Pioneer Oak Ridge Small Cap Growth Fund Class A - ORIGX (12/02/09)
  • Prudential Jennison Small Company Fund - PGOAX (12/22/09)
  • Putnam International Capital Opportunities Fund Class A - PNVAX  (09/01/09)

Q (return to top)

  • Quaker Strategic Growth Fund Class A - QUAGX (11/30/09)

R (return to top)

  • Rainier Large Cap Equity Fund Class A - RIMEX (02/03/10)
  • RS Emerging Markets Fund Class A - GBEMX (12/22/09)

S (return to top)

  • Seligman Communications and Information Fund Class A - SLMCX (09/30/09)

T (return to top)

  • T. Rowe Price Equity Income Fund - PRFDX (11/03/09)
  • T. Rowe Price International Bond Fund - RPIBX (01/13/10)
  • T. Rowe Price Short-Term Bond Fund - PRWBX (12/08/09)
  • T. Rowe Price Tax-Free Income Fund - PRTAX (09/14/09)
  • Templeton Global Bond Fund Class A - TPINX (12/22/09)
  • Third Avenue Real Estate Value Fund  - TAREX (10/23/09)
  • Third Avenue Small Cap Value Fund - TASCX (11/03/09)
  • Third Avenue Value Fund - TAVFX (11/12/09)
  • Thornburg Intermediate Municipal Fund Class A - THIMX (09/04/09)
  • Thornburg International Value Fund Class A - TGVAX (08/07/09)
  • Thornburg Limited Term Municipal Fund Class A - LTMFX (09/03/09)
  • Thornburg Value Fund Class A - TVAFX (10/27/09)
  • Touchstone Large Cap Growth Fund Class A - TEQAX (02/02/10)
  • Touchstone Mid-Cap Growth Fund Class A - TEGAX (02/08/10)

U (return to top)

V (return to top)

  • Van Eck International Investors Gold Fund Class A - INIVX (11/30/09)
  • Van Kampen Comstock Fund Class A - ACSTX (02/08/10)
  • Van Kampen Equity and Income Fund Class A - ACEIX (02/08/10)
  • Van Kampen International Growth Fund Class I - VIFIX (08/20/09)
  • Van Kampen Small Cap Value Fund Class A - VSCAX (09/24/09)
  • Vanguard Short-Term Treasury Fund Class N/L - VFISX (10/23/09)
  • Virtus Mid-Cap Value Fund Class A - FMIVX (10/28/09)
  • Virtus Real Estate Securities Fund Class A - PHRAX (10/19/09)

W (return to top)

  • Wells Fargo Advantage Small Cap Growth Fund Class A - MNSCX (01/25/10)
  • Westcore Flexible Income Fund Class A - WTLTX (12/23/09)

X (return to top)

Y (return to top)

Z (return to top)

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