30,302 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| CATSX | Columbia Strategic Municipal Income Fund· Columbia Funds Series Trust II | Undecided | 475 | — |
| CATYX | Columbia Strategic Municipal Income Fund· Columbia Funds Series Trust II | Undecided | 475 | — |
| CATZX | Columbia Strategic Municipal Income Fund· Columbia Funds Series Trust II | Undecided | 475 | — |
| CAUG | — | Undecided | — | — |
| CAYAX | California High-Yield Municipal Fund· American Century California Tax Free & Municipal Funds | Undecided | 682 | 0% |
| CAYCX | California High-Yield Municipal Fund· American Century California Tax Free & Municipal Funds | Undecided | 682 | 0% |
| CBAAX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBAEX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBAFX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBAGX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBBGX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBCFX | Capital Group Core Bond Completion Fund· Capital Group Completion Fund Series | Undecided | 468 | 50% |
| CBGRX | Calvert Green Bond Fund· Calvert Impact Fund, Inc. | Undecided | 211 | 43% |
| CBIL | — | Undecided | — | — |
| CBLS | Clough Hedged Equity ETF· Elevation Series Trust | Undecided | 68 | 89% |
| CBMZX | Columbia Capital Allocation Moderate Portfolio· Columbia Funds Series Trust II | Undecided | 71 | — |
| CBOA | — | Undecided | — | — |
| CBOJ | — | Undecided | — | — |
| CBOL | — | Undecided | — | — |
| CBOO | — | Undecided | — | — |
| CBOT | — | Undecided | — | — |
| CBOX | — | Undecided | — | — |
| CBOY | — | Undecided | — | — |
| CBPCX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBPRX | Pioneer Balanced ESG Fund· Pioneer Series Trust IV | Undecided | — | — |
| CBRG | — | Undecided | — | — |
| CBRX | Tradr 2X Long CBRS Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| CBRZ | Tradr 2X Short CBRS Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| CBTA | — | Undecided | — | — |
| CBTJ | — | Undecided | — | — |
| CBTL | — | Undecided | — | — |
| CBTO | — | Undecided | — | — |
| CBTY | — | Undecided | — | — |
| CBURX | Columbia Income Builder Fund· Columbia Funds Series Trust II | Undecided | 16 | — |
| CBUZX | Columbia Income Builder Fund· Columbia Funds Series Trust II | Undecided | 16 | — |
| CBVZX | Columbia Capital Allocation Conservative Portfolio· Columbia Funds Series Trust II | Undecided | 72 | — |
| CBXA | — | Undecided | — | — |
| CBXJ | — | Undecided | — | — |
| CBXL | — | Undecided | — | — |
| CBXO | — | Undecided | — | — |
| CBXY | — | Undecided | — | — |
| CBYYX | Victory Pioneer CAT Bond Fund· Victory Portfolios IV | Undecided | 323 | 2% |
| CCACX | Calvert Mid-Cap Fund· Calvert World Values Fund, Inc. | Undecided | — | — |
| CCAFX | Calvert Mid-Cap Fund· Calvert World Values Fund, Inc. | Undecided | — | — |
| CCAOX | Columbia Strategic California Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 170 | 2% |
| CCAPX | FS Chiron Capital Allocation Fund· ADVISORS' INNER CIRCLE III | Undecided | — | — |
| CCATX | American Funds 2010 Target Date Retirement Income Fund· American Funds Target Date Retirement Series | Undecided | 16 | — |
| CCAUX | Columbia Strategic California Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 170 | 2% |
| CCAZX | Columbia Strategic California Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 170 | 2% |
| CCBTX | American Funds 2015 Target Date Retirement Income Fund· American Funds Target Date Retirement Series | Undecided | 18 | — |
| CCBYX | Columbia California Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST | Undecided | 150 | — |
| CCCMX | Capital Group California Core Municipal Fund· CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS | Undecided | 471 | 1% |
| CCCTX | American Funds 2020 Target Date Retirement Income Fund· American Funds Target Date Retirement Series | Undecided | 21 | — |
| CCCXX | — | Undecided | 186 | 5% |
| CCDTX | American Funds 2025 Target Date Retirement Income Fund· American Funds Target Date Retirement Series | Undecided | 21 | — |
| CCEF | — | Undecided | — | — |
| CCETX | American Funds 2030 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 25 | — |
| CCFAX | American Funds College 2036 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 22 | — |
| CCFTX | American Funds 2035 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 24 | — |
| CCFXX | — | Undecided | 129 | 53% |
| CCGDX | American Funds 2070 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 17 | — |
| CCGTX | American Funds 2040 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 26 | — |
| CCHTX | American Funds 2045 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 25 | — |
| CCID | Carlyle Credit Income Fund | Undecided | 43 | — |
| CCIF | Carlyle Credit Income Fund | Undecided | 43 | — |
| CCITX | American Funds 2050 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 20 | — |
| CCJL | — | Undecided | — | — |
| CCJTX | American Funds 2055 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 20 | — |
| CCJX | — | Undecided | — | — |
| CCKTX | American Funds 2060 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 18 | — |
| CCLAX | Calvert Conservative Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CCLS | — | Undecided | — | — |
| CCLTX | American Funds 2065 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 17 | — |
| CCLU | — | Undecided | — | — |
| CCMAX | CONESTOGA MID CAP FUND· Conestoga Funds | Undecided | 1 | — |
| CCMMX | CONESTOGA MID CAP FUND· Conestoga Funds | Undecided | 1 | — |
| CCOM | — | Undecided | — | — |
| CCPAX | FS Chiron Capital Allocation Fund· ADVISORS' INNER CIRCLE III | Undecided | — | — |
| CCPCX | FS Chiron Capital Allocation Fund· ADVISORS' INNER CIRCLE III | Undecided | — | — |
| CCPIX | Calvert Mid-Cap Fund· Calvert World Values Fund, Inc. | Undecided | — | — |
| CCPX | — | Undecided | — | — |
| CCRYX | — | Undecided | — | — |
| CCSTX | Capital Group California Short-Term Municipal Fund· CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS | Undecided | 193 | — |
| CCSXX | — | Undecided | 186 | 5% |
| CCUP | T-Rex 2X Long CRCL Daily Target ETF· ETF Opportunities Trust | Undecided | 2 | — |
| CCXYX | Columbia Strategic California Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 170 | 2% |
| CDAZX | Multi-Manager Directional Alternative Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 766 | 88% |
| CDCDX | COMMUNITY DEVELOPMENT FUND· THE COMMUNITY DEVELOPMENT FUND | Undecided | 207 | 87% |
| CDEX | — | Undecided | — | — |
| CDIG | — | Undecided | — | — |
| CDJAX | American Funds College 2039 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 19 | — |
| CDNG | — | Undecided | — | — |
| CDPI | — | Undecided | — | — |
| CDRTX | Campbell Dynamic Trend Fund· RBB Fund, Inc. | Undecided | — | — |
| CDSM | — | Undecided | — | — |
| CEAXX | — | Undecided | 65 | 100% |
| CEBRX | Columbia Emerging Markets Bond Fund· Columbia Funds Series Trust II | Undecided | 163 | 0% |
| CEBYX | Columbia Emerging Markets Bond Fund· Columbia Funds Series Trust II | Undecided | 163 | 0% |
| CEE | The Central and Eastern Europe Fund, Inc. | Undecided | 55 | 1% |
| CEF | — | Undecided | — | — |
30,302 funds · page 199 of 304