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 |
|---|---|---|---|---|
| FBCKX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCV | Fidelity Blue Chip Value ETF· Fidelity Covington Trust | Non-compliant | 130 | 92% |
| FBCVX | Fidelity Blue Chip Value Fund· Fidelity Securities Fund | Non-compliant | 89 | 92% |
| FBDAX | Franklin Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,918 | 53% |
| FBDC | FT Confluence BDC & Specialty Finance Income ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 21 | 64% |
| FBDIX | Franklin Biotechnology Discovery Fund· Franklin Strategic Series | Non-compliant | 126 | 60% |
| FBFQX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBFRX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBFZX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBGKX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBGRX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBIIX | Fidelity International Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 2,285 | 14% |
| FBIOX | Select Biotechnology Portfolio· Fidelity Select Portfolios | Non-compliant | 215 | 66% |
| FBKFX | Fidelity Balanced K6 Fund· Fidelity Puritan Trust | Non-compliant | 364 | 61% |
| FBKWX | Fidelity Total Bond Fund· Fidelity Income Fund | Non-compliant | 6,678 | 65% |
| FBL | GraniteShares 2x Long META Daily ETF· GraniteShares ETF Trust | Non-compliant | 5 | 29% |
| FBLAX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBLEX | Fidelity Series Stock Selector Large Cap Value Fund· Fidelity Devonshire Trust | Non-compliant | 127 | 95% |
| FBLTX | Fidelity SAI Long-Term Treasury Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 45 | 99% |
| FBMCX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBMPX | Select Communication Services Portfolio· Fidelity Select Portfolios | Non-compliant | 51 | 88% |
| FBNAX | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FBND | Fidelity Total Bond ETF· Fidelity Merrimack Street Trust | Non-compliant | 4,634 | 65% |
| FBNDX | Fidelity Investment Grade Bond Fund· Fidelity Salem Street Trust | Non-compliant | 4,231 | 68% |
| FBNIX | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FBNTX | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FBOFX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| FBOGX | Templeton Global Smaller Companies Fund | Non-compliant | 77 | 82% |
| FBONX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| FBOT | Fidelity Disruptive Automation ETF· Fidelity Covington Trust | Non-compliant | 50 | 90% |
| FBRLX | Franklin LifeSmart Retirement Income Fund· Franklin Fund Allocator Series | Non-compliant | 15 | 8% |
| FBRRX | First Eagle Global Balanced Fund· First Eagle Funds | Non-compliant | 271 | 77% |
| FBSAX | Franklin Mutual U.S. Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 67 | 83% |
| FBSIX | Franklin Mutual U.S. Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 67 | 83% |
| FBSOX | Select Enterprise Technology Services Portfolio· Fidelity Select Portfolios | Non-compliant | 35 | 85% |
| FBSRX | Franklin Mutual U.S. Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 67 | 83% |
| FBSSX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| FBT | First Trust NYSE Arca Biotechnology Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 32 | 98% |
| FBTAX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBTCX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBTDX | Franklin Biotechnology Discovery Fund· Franklin Strategic Series | Non-compliant | 126 | 60% |
| FBTIX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBTTX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBUF | Fidelity Dynamic Buffered Equity ETF· Fidelity Greenwood Street Trust | Non-compliant | 181 | 89% |
| FBYY | GraniteShares YieldBOOST META ETF· GraniteShares ETF Trust | Non-compliant | 6 | 99% |
| FCA | First Trust China AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 51 | 93% |
| FCADX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FCAEX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCAGX | Fidelity Small Cap Growth Fund· Fidelity Securities Fund | Non-compliant | 365 | 69% |
| FCAJX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCAKX | Fidelity Capital Appreciation Fund· Fidelity Capital Trust | Non-compliant | 171 | 85% |
| FCALX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCAOX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCAUX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCBAX | Fidelity Corporate Bond Fund· Fidelity Salem Street Trust | Non-compliant | 618 | 53% |
| FCBCX | Nuveen Strategic Income Fund· Nuveen Investment Funds, Inc. | Non-compliant | 701 | 24% |
| FCBFX | Fidelity Corporate Bond Fund· Fidelity Salem Street Trust | Non-compliant | 618 | 54% |
| FCBIX | Fidelity Corporate Bond Fund· Fidelity Salem Street Trust | Non-compliant | 618 | 53% |
| FCBRX | Federated Hermes Fund for U.S. Government Securities· Federated Hermes Income Securities Trust | Non-compliant | 148 | 94% |
| FCBSX | Franklin Mutual U.S. Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 67 | 83% |
| FCBTX | Fidelity Corporate Bond Fund· Fidelity Salem Street Trust | Non-compliant | 618 | 54% |
| FCBYX | Nuveen Strategic Income Fund· Nuveen Investment Funds, Inc. | Non-compliant | 701 | 24% |
| FCCCX | Fidelity Corporate Bond Fund· Fidelity Salem Street Trust | Non-compliant | 618 | 53% |
| FCCGX | Fidelity Small Cap Growth Fund· Fidelity Securities Fund | Non-compliant | 365 | 69% |
| FCCNX | Fidelity Canada Fund· Fidelity Investment Trust | Non-compliant | 67 | 86% |
| FCCVX | Fidelity Convertible Securities Fund· Fidelity Financial Trust | Non-compliant | 373 | 76% |
| FCDAX | Fidelity Stock Selector Small Cap Fund· Fidelity Capital Trust | Non-compliant | 236 | 72% |
| FCDCX | Fidelity Stock Selector Small Cap Fund· Fidelity Capital Trust | Non-compliant | 236 | 72% |
| FCDDX | Nuveen Strategic Income Fund· Nuveen Investment Funds, Inc. | Non-compliant | 701 | 24% |
| FCDIX | Fidelity Stock Selector Small Cap Fund· Fidelity Capital Trust | Non-compliant | 236 | 72% |
| FCDSX | Fidelity Series International Credit Fund· Fidelity School Street Trust | Non-compliant | 292 | 46% |
| FCDTX | Fidelity Stock Selector Small Cap Fund· Fidelity Capital Trust | Non-compliant | 236 | 72% |
| FCECX | Fidelity Advisor Consumer Discretionary Fund· Fidelity Advisor Series VII | Non-compliant | 57 | 93% |
| FCEEX | Franklin Emerging Market Core Equity (IU) Fund· Franklin Fund Allocator Series | Non-compliant | 237 | 87% |
| FCENX | Franklin International Core Equity (IU) Fund· Franklin Fund Allocator Series | Non-compliant | 218 | 96% |
| FCEPX | Fidelity Total Bond Fund· Fidelity Income Fund | Non-compliant | 6,678 | 65% |
| FCEUX | Franklin U.S. Core Equity (IU) Fund· Franklin Fund Allocator Series | Non-compliant | 172 | 99% |
| FCFAX | Frost Credit Fund· Frost Family of Funds | Non-compliant | 177 | 30% |
| FCFBX | Frost Credit Fund· Frost Family of Funds | Non-compliant | 177 | 30% |
| FCFIX | Frost Credit Fund· Frost Family of Funds | Non-compliant | 177 | 30% |
| FCFMX | Fidelity Series Total Market Index Fund· Fidelity Concord Street Trust | Non-compliant | 3,829 | 92% |
| FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF· First Trust Exchange-Traded Fund | Non-compliant | 101 | 99% |
| FCG | First Trust Natural Gas ETF· First Trust Exchange-Traded Fund | Non-compliant | 44 | 91% |
| FCGAX | Franklin Growth Fund· Franklin Custodian Funds | Non-compliant | 85 | 93% |
| FCGBX | Templeton Global Dynamic Income Fund· Templeton Global Investment Trust | Non-compliant | 201 | 43% |
| FCGCX | Fidelity Global Commodity Stock Fund· Fidelity Investment Trust | Non-compliant | 65 | 88% |
| FCGEX | NYLIM PineStone Global Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 33 | 95% |
| FCGIX | NYLIM PineStone Global Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 33 | 95% |
| FCGMX | NYLIM PineStone Global Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 33 | 95% |
| FCGPX | NYLIM PineStone Global Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 33 | 95% |
| FCGSX | Fidelity Series Growth Company Fund· Fidelity Mt. Vernon Street Trust | Non-compliant | 649 | 83% |
| FCGYX | NYLIM PineStone Global Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 33 | 95% |
| FCHIX | Franklin High Income Fund· Franklin High Income Trust | Non-compliant | 360 | 22% |
| FCHKX | Fidelity China Region Fund· Fidelity Investment Trust | Non-compliant | 84 | 80% |
| FCIAX | Investment Co of America | Non-compliant | 161 | 94% |
| FCICX | NYLIM PineStone International Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 40 | 100% |
| FCIGX | Fidelity Small Cap Growth Fund· Fidelity Securities Fund | Non-compliant | 365 | 69% |
| FCIHX | NYLIM PineStone International Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 40 | 100% |
| FCIKX | NYLIM PineStone International Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 40 | 100% |
| FCIRX | NYLIM PineStone International Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 40 | 100% |
30,302 funds · page 47 of 304