30,379 funds screened by look-through to their filed holdings
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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.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,379
- Reached a verdict
- 18,542
- Compliant
- 275
- Could not be decided
- 11,837
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 |
|---|---|---|---|---|
| CHTRX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHTTX | AMG River Road Mid Cap Value Fund· AMG Funds IV | Non-compliant | 54 | 84% |
| CHTVX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHTYX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHUCX | Alger Global Equity Fund | Non-compliant | 42 | 95% |
| CHUSX | Alger Global Equity Fund | Non-compliant | 42 | 95% |
| CHVCX | Cullen High Dividend Equity Fund· Cullen Funds Trust | Non-compliant | 45 | 91% |
| CHW | Calamos Global Dynamic Income Fund | Non-compliant | 754 | 76% |
| CHY | CALAMOS CONVERTIBLE & HIGH INCOME FUND | Non-compliant | 602 | 63% |
| CHYDX | Calamos High Income Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 471 | 29% |
| CHYEX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 21% |
| CHYYX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 21% |
| CHYZX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 21% |
| CIAGX | AB International Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 53 | 94% |
| CIAOX | Capital Advisors Growth Fund· Advisors Series Trust | Non-compliant | 39 | 94% |
| CIBCX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIBFX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIBR | First Trust Nasdaq Cybersecurity ETF· First Trust Exchange-Traded Fund II | Non-compliant | 44 | 95% |
| CIBRX | Columbia Total Return Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,207 | 48% |
| CICAX | Investment Co of America | Non-compliant | 161 | 94% |
| CICCX | Investment Co of America | Non-compliant | 161 | 94% |
| CICEX | Investment Co of America | Non-compliant | 161 | 94% |
| CICFX | Investment Co of America | Non-compliant | 161 | 94% |
| CICGX | AB International Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 53 | 94% |
| CICVX | Calamos Convertible Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 103 | 69% |
| CIDVX | Calamos Dividend Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 104 | 98% |
| CIEQX | SBH INTERNATIONAL EQUITY FUND· Segall Bryant & Hamill Trust | Non-compliant | 344 | 93% |
| CIESX | Calvert International Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 45 | 97% |
| CIFCX | Calvert Income Fund· Calvert Fund | Non-compliant | 480 | 54% |
| CIGCX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 86 | 92% |
| CIGEX | Calamos Global Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 70 | 95% |
| CIGIX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 86 | 92% |
| CIGOX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 86 | 92% |
| CIGRX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 86 | 92% |
| CIGYX | AB International Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 53 | 94% |
| CIHCX | Cullen International High Dividend Fund· Cullen Funds Trust | Non-compliant | 65 | 90% |
| CIHDX | Cullen International High Dividend Fund· Cullen Funds Trust | Non-compliant | 65 | 90% |
| CIHEX | Calamos Hedged Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 273 | 90% |
| CIHIX | Cullen International High Dividend Fund· Cullen Funds Trust | Non-compliant | 65 | 90% |
| CIHYX | Calamos High Income Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 471 | 29% |
| CII | BlackRock Enhanced Large Cap Core Fund, Inc. | Non-compliant | 142 | 96% |
| CIICX | International Growth and Income Fund· International Growth & Income Fund | Non-compliant | 326 | 89% |
| CIISX | CAUSEWAY INTERNATIONAL SMALL CAP FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 170 | 81% |
| CIK | CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC. | Non-compliant | 346 | 19% |
| CIL | VictoryShares International Volatility Wtd ETF· Victory Portfolios II | Non-compliant | 517 | 81% |
| CILGX | Clarkston Fund· ALPS SERIES TRUST | Non-compliant | 20 | 81% |
| CIMAX | Income Fund of America | Non-compliant | 3,344 | 79% |
| CIMCX | Income Fund of America | Non-compliant | 3,344 | 79% |
| CIMDX | Clarkston Founders Fund· ALPS SERIES TRUST | Non-compliant | 28 | 84% |
| CIMEX | Income Fund of America | Non-compliant | 3,344 | 79% |
| CIMFX | Income Fund of America | Non-compliant | 3,344 | 79% |
| CINCX | Calvert Income Fund· Calvert Fund | Non-compliant | 480 | 54% |
| CINRX | Calvert Income Fund· Calvert Fund | Non-compliant | 480 | 54% |
| CIOAX | Calvert International Opportunities Fund· Calvert World Values Fund, Inc. | Non-compliant | 84 | 92% |
| CIODX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 486 | 23% |
| CIOIX | CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 245 | 84% |
| CIOVX | CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 245 | 84% |
| CIOYX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 486 | 23% |
| CIOZX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 486 | 23% |
| CIPIX | Champlain MidCap Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 72 | 90% |
| CIPMX | Champlain MidCap Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 72 | 90% |
| CIPNX | Champlain Small Company Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 81 | 91% |
| CIPRX | Champlain Strategic Focus Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 27 | 95% |
| CIPSX | Champlain Small Company Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 81 | 91% |
| CIPTX | Champlain Strategic Focus Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 27 | 95% |
| CIQRX | SBH INTERNATIONAL EQUITY FUND· Segall Bryant & Hamill Trust | Non-compliant | 344 | 93% |
| CIRAX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIRCX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIREX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIRFX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIRRX | Cohen & Steers Real Estate Securities Fund· COHEN & STEERS REAL ESTATE SECURITIES FUND INC | Non-compliant | 59 | 90% |
| CISGX | Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund· Touchstone Funds Group Trust | Non-compliant | 32 | 93% |
| CISIX | Calvert U.S. Large Cap Core Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 764 | 97% |
| CISMX | Clarkston Partners Fund· ALPS SERIES TRUST | Non-compliant | 26 | 84% |
| CITAX | American High Income Trust | Non-compliant | 1,092 | 30% |
| CITCX | American High Income Trust | Non-compliant | 1,092 | 30% |
| CITEX | American High Income Trust | Non-compliant | 1,092 | 30% |
| CITFX | American High Income Trust | Non-compliant | 1,092 | 30% |
| CIVAX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| CIVBX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| CIVCX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| CIVEX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| CIVGX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| CIVHX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| CIVIX | CAUSEWAY INTERNATIONAL VALUE FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 78 | 83% |
| CIVKX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| CIVVX | CAUSEWAY INTERNATIONAL VALUE FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 78 | 83% |
| CLARX | NYLIM CBRE Real Estate Fund· NYLIM FUNDS TRUST | Non-compliant | 45 | 85% |
| CLBAX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| CLBCX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| CLBEX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| CLBFX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| CLCEX | Multi-Manager Large Cap Growth Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 176 | 97% |
| CLCRX | Columbia Cornerstone Equity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 59 | 98% |
| CLDAX | Calvert Core Bond Fund· Calvert Fund | Non-compliant | 410 | 63% |
| CLDIX | Calvert Core Bond Fund· Calvert Fund | Non-compliant | 410 | 63% |
| CLDRX | Calvert Core Bond Fund· Calvert Fund | Non-compliant | 410 | 63% |
| CLDYX | Columbia Select Short Corporate Income Fund· Columbia Funds Series Trust II | Non-compliant | 106 | 57% |
| CLDZX | Columbia Select Short Corporate Income Fund· Columbia Funds Series Trust II | Non-compliant | 106 | 57% |
| CLEYX | Columbia Cornerstone Equity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 59 | 98% |
30,379 funds · page 27 of 304