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 |
|---|---|---|---|---|
| PTBCX | Tax-Exempt Bond Fund· Principal Funds, Inc | Undecided | 211 | — |
| PTBEX | Putnam Tax Exempt Income Fund | Undecided | 294 | 2% |
| PTBMX | Principal LifeTime 2020 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTBPX | Principal LifeTime 2020 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTBXX | — | Undecided | 112 | 33% |
| PTCAX | Principal LifeTime 2030 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTCIX | PIMCO Long-Term Credit Bond Fund· PIMCO FUNDS | Undecided | 1,511 | 61% |
| PTCMX | Principal LifeTime 2030 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTCPX | Principal LifeTime 2030 Fund· Principal Funds, Inc | Undecided | 22 | — |
| PTDAX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDIX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDJX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDMX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTDPX | Principal LifeTime 2040 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTEAX | Tax-Exempt Bond Fund· Principal Funds, Inc | Undecided | 211 | — |
| PTEBX | BNY Mellon Opportunistic Municipal Securities Fund | Undecided | 249 | 0% |
| PTEC | Global X PropTech ETF· GLOBAL X FUNDS | Undecided | — | — |
| PTEFX | Principal LifeTime 2050 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTEPX | Putnam Pennsylvania Tax Exempt Income Fund | Undecided | 106 | 0% |
| PTERX | Principal LifeTime 2050 Fund· Principal Funds, Inc | Undecided | 19 | — |
| PTEXX | — | Undecided | 190 | — |
| PTFAX | PIMCO RAE Fundamental Advantage PLUS Fund· PIMCO FUNDS | Undecided | 1,279 | 57% |
| PTFIX | Putnam Strategic Intermediate Municipal Fund· Putnam Tax Free Income Trust | Undecided | 907 | 1% |
| PTFSX | Pacific Capital Tax-Free Short Intermediate Securities Fund· FundVantage Trust | Undecided | 46 | — |
| PTGAX | PIMCO Total Return ESG Fund· PIMCO FUNDS | Undecided | 1,107 | 55% |
| PTGCX | PIMCO Total Return ESG Fund· PIMCO FUNDS | Undecided | 1,107 | 55% |
| PTHAX | Putnam Tax-Free High Yield Fund· Putnam Tax Free Income Trust | Undecided | 475 | 0% |
| PTHYX | Putnam Tax-Free High Yield Fund· Putnam Tax Free Income Trust | Undecided | 475 | 0% |
| PTIPX | PIMCO RAE PLUS International Fund· PIMCO FUNDS | Undecided | 1,182 | 57% |
| PTLAX | PIMCO Low Duration Fund· PIMCO FUNDS | Undecided | 1,384 | 64% |
| PTLCX | PIMCO Low Duration Fund· PIMCO FUNDS | Undecided | 1,384 | 64% |
| PTLDX | PIMCO Low Duration Fund· PIMCO FUNDS | Undecided | 1,384 | 64% |
| PTLNX | PIMCO Low Duration Fund· PIMCO FUNDS | Undecided | 1,384 | 64% |
| PTNJX | Putnam New Jersey Tax Exempt Income Fund | Undecided | 145 | — |
| PTNT | — | Undecided | — | — |
| PTOAX | PIMCO StocksPLUS Absolute Return Fund· PIMCO FUNDS | Undecided | 1,430 | 52% |
| PTOPX | PIMCO StocksPLUS Absolute Return Fund· PIMCO FUNDS | Undecided | 1,430 | 52% |
| PTRCX | PIMCO RAE Fundamental Advantage PLUS Fund· PIMCO FUNDS | Undecided | 1,279 | 57% |
| PTRXX | — | Undecided | 342 | 41% |
| PTSAX | PIMCO Total Return ESG Fund· PIMCO FUNDS | Undecided | 1,107 | 55% |
| PTSIX | PIMCO RAE PLUS International Fund· PIMCO FUNDS | Undecided | 1,182 | 57% |
| PTSKX | PIMCO RAE PLUS International Fund· PIMCO FUNDS | Undecided | 1,182 | 57% |
| PTSLX | PIMCO RAE PLUS International Fund· PIMCO FUNDS | Undecided | 1,182 | 57% |
| PTSOX | PIMCO RAE PLUS International Fund· PIMCO FUNDS | Undecided | 1,182 | 57% |
| PTSXX | — | Undecided | 342 | 41% |
| PTTXX | — | Undecided | 341 | 39% |
| PTXFX | Pacific Capital Tax-Free Securities Fund· FundVantage Trust | Undecided | 123 | — |
| PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Undecided | 1,100 | 19% |
| PTYIX | T. Rowe Price Tax-Free High Yield Fund· T. ROWE PRICE TAX-FREE HIGH YIELD FUND, INC. | Undecided | 1,069 | — |
| PUBAX | PIMCO Dynamic Bond Fund· PIMCO FUNDS | Undecided | 1,920 | 65% |
| PUBCX | PIMCO Dynamic Bond Fund· PIMCO FUNDS | Undecided | 1,920 | 65% |
| PUBDX | PIMCO Dynamic Bond Fund· PIMCO FUNDS | Undecided | 1,920 | 65% |
| PUBRX | PIMCO Dynamic Bond Fund· PIMCO FUNDS | Undecided | 1,920 | 65% |
| PUCPX | PIMCO Dynamic Bond Fund· PIMCO FUNDS | Undecided | 1,920 | 65% |
| PUDAX | PGIM Real Assets Fund· Prudential Investment Portfolios 3 | Undecided | 9 | — |
| PUDCX | PGIM Real Assets Fund· Prudential Investment Portfolios 3 | Undecided | 9 | — |
| PUDQX | PGIM Real Assets Fund· Prudential Investment Portfolios 3 | Undecided | 9 | — |
| PUDZX | PGIM Real Assets Fund· Prudential Investment Portfolios 3 | Undecided | 9 | — |
| PUL | — | Undecided | — | — |
| PUR | — | Undecided | — | — |
| PURXX | — | Undecided | 112 | 33% |
| PUSH | PGIM Ultra Short Municipal Bond ETF· PGIM ETF Trust | Undecided | 269 | 1% |
| PUTS | — | Undecided | — | — |
| PVAL | — | Undecided | — | — |
| PVCCX | Pioneer Intrinsic Value Fund· Pioneer Series Trust XIV | Undecided | — | — |
| PVFUHBI | PIMCO International Bond Portfolio (Unhedged)· PIMCO Variable Insurance Trust | Undecided | 621 | 39% |
| PVGMAPI | PIMCO Global Managed Asset Allocation Portfolio· PIMCO VARIABLE INSURANCE TRUST | Undecided | 829 | 28% |
| PVI | Invesco Floating Rate Municipal Income ETF· Invesco Exchange-Traded Fund Trust II | Undecided | 134 | — |
| PVITFBP | PIMCO International Bond Portfolio (U.S. Dollar-Hedged)· PIMCO VARIABLE INSURANCE TRUST | Undecided | 1,218 | 50% |
| PVPAX | PIMCO REALPATH Blend 2040 Fund· PIMCO Equity Series | Undecided | 23 | 0% |
| PVPNX | PIMCO REALPATH Blend 2040 Fund· PIMCO Equity Series | Undecided | 23 | 0% |
| PVQAX | PIMCO REALPATH Blend 2045 Fund· PIMCO Equity Series | Undecided | 22 | 0% |
| PVQNX | PIMCO REALPATH Blend 2045 Fund· PIMCO Equity Series | Undecided | 22 | 0% |
| PVSNX | — | Undecided | — | — |
| PWGAX | PACE International Equity Investments· PACE SELECT ADVISORS TRUST | Undecided | 376 | 91% |
| PWITX | PACE International Equity Investments· PACE SELECT ADVISORS TRUST | Undecided | 376 | 91% |
| PWIYX | PACE International Equity Investments· PACE SELECT ADVISORS TRUST | Undecided | 376 | 91% |
| PWLBX | PIMCO RAE Worldwide Long/Short PLUS Fund· PIMCO FUNDS | Undecided | 1,277 | 62% |
| PWLDX | PIMCO RAE Worldwide Long/Short PLUS Fund· PIMCO FUNDS | Undecided | 1,277 | 62% |
| PWLEX | PIMCO RAE Worldwide Long/Short PLUS Fund· PIMCO FUNDS | Undecided | 1,277 | 62% |
| PWLIX | PIMCO RAE Worldwide Long/Short PLUS Fund· PIMCO FUNDS | Undecided | 1,277 | 62% |
| PWLMX | PIMCO RAE Worldwide Long/Short PLUS Fund· PIMCO FUNDS | Undecided | 1,277 | 62% |
| PWLPX | PIMCO RAE Worldwide Long/Short PLUS Fund· PIMCO FUNDS | Undecided | 1,277 | 62% |
| PWRAX | DF Tactical Income Fund· Northern Lights Fund Trust | Undecided | 7 | — |
| PWRCX | DF Tactical Income Fund· Northern Lights Fund Trust | Undecided | 7 | — |
| PWRD | — | Undecided | — | — |
| PWRIX | DF Tactical Income Fund· Northern Lights Fund Trust | Undecided | 7 | — |
| PWZ | Invesco California AMT-Free Municipal Bond ETF· Invesco Exchange-Traded Fund Trust II | Undecided | 1,158 | — |
| PXCZX | Virtus Seix Tax-Exempt Bond Fund· Virtus Opportunities Trust | Undecided | 73 | — |
| PXIU | T-REX 2X Long UPXI Daily Target ETF· ETF Opportunities Trust | Undecided | 1 | — |
| PXMAX | Putnam Massachusetts Tax Exempt Income Fund | Undecided | 171 | — |
| PXMNX | Putnam Minnesota Tax Exempt Income Fund | Undecided | 175 | — |
| PXOHX | Putnam Ohio Tax Exempt Income Fund | Undecided | 91 | — |
| PXTIX | PIMCO RAE PLUS Fund· PIMCO FUNDS | Undecided | 1,662 | 61% |
| PXTNX | PIMCO RAE PLUS Fund· PIMCO FUNDS | Undecided | 1,662 | 61% |
| PYBLX | Payden Floating Rate Fund· PAYDEN & RYGEL INVESTMENT GROUP | Undecided | 173 | 3% |
| PYCLX | Payden California Municipal Social Impact Fund· PAYDEN & RYGEL INVESTMENT GROUP | Undecided | 180 | 2% |
| PYCRX | Payden California Municipal Social Impact Fund· PAYDEN & RYGEL INVESTMENT GROUP | Undecided | 180 | 2% |
| PYEIX | Payden Emerging Markets Bond Fund· PAYDEN & RYGEL INVESTMENT GROUP | Undecided | 319 | 2% |
| PYELX | Payden Emerging Markets Local Bond Fund· PAYDEN & RYGEL INVESTMENT GROUP | Undecided | 148 | 2% |
30,302 funds · page 271 of 304