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 |
|---|---|---|---|---|
| FHYS | Federated Hermes Short Duration High Yield ETF· Federated Hermes ETF Trust | Non-compliant | 262 | 18% |
| FHYTX | Federated Hermes Opportunistic High Yield Bond Fund· Federated Hermes High Yield Trust | Non-compliant | 485 | 24% |
| FHZTX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FIABX | Fidelity SAI Sustainable Core Plus Bond Fund· Fidelity Salem Street Trust | Non-compliant | 1,025 | 72% |
| FIADX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FIAEX | Fidelity Sustainable Core Plus Bond Fund· Fidelity Salem Street Trust | Non-compliant | 776 | 71% |
| FIAGX | Fidelity International Growth Fund· Fidelity Investment Trust | Non-compliant | 63 | 86% |
| FIAIX | Fidelity Sustainable Core Plus Bond Fund· Fidelity Salem Street Trust | Non-compliant | 776 | 71% |
| FIAJX | Fidelity Sustainable Core Plus Bond Fund· Fidelity Salem Street Trust | Non-compliant | 776 | 71% |
| FIAKX | Fidelity Sustainable Core Plus Bond Fund· Fidelity Salem Street Trust | Non-compliant | 776 | 71% |
| FIALX | Fidelity Sustainable Core Plus Bond Fund· Fidelity Salem Street Trust | Non-compliant | 776 | 72% |
| FIAMX | Fidelity Sustainable Core Plus Bond Fund· Fidelity Salem Street Trust | Non-compliant | 776 | 71% |
| FIAOX | Fidelity Equity Dividend Income Fund· Fidelity Financial Trust | Non-compliant | 131 | 87% |
| FIAPX | Fidelity Equity Dividend Income Fund· Fidelity Financial Trust | Non-compliant | 131 | 87% |
| FIAQX | Fidelity Equity Dividend Income Fund· Fidelity Financial Trust | Non-compliant | 131 | 87% |
| FIASX | Fidelity International Small Cap Fund· Fidelity Investment Trust | Non-compliant | 174 | 76% |
| FIATX | Fidelity Advisor International Capital Appreciation Fund· Fidelity Advisor Series VIII | Non-compliant | 63 | 86% |
| FIAVX | Fidelity Equity Dividend Income Fund· Fidelity Financial Trust | Non-compliant | 131 | 87% |
| FIAWX | Fidelity Equity Dividend Income Fund· Fidelity Financial Trust | Non-compliant | 131 | 87% |
| FIAX | Nicholas Fixed Income Alternative ETF· Tidal Trust II | Non-compliant | 14 | 97% |
| FIBLX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| FIBPX | Federated Hermes International Bond Strategy Portfolio· Federated Hermes Managed Pool Series | Non-compliant | 189 | 6% |
| FIBRX | First Eagle Global Balanced Fund· First Eagle Funds | Non-compliant | 271 | 77% |
| FIBUX | Fidelity Flex U.S. Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 5,780 | 79% |
| FICCX | Fidelity Canada Fund· Fidelity Investment Trust | Non-compliant | 67 | 86% |
| FICDX | Fidelity Canada Fund· Fidelity Investment Trust | Non-compliant | 67 | 86% |
| FICEX | Frost Growth Equity Fund· Frost Family of Funds | Non-compliant | 64 | 96% |
| FICGX | CANTOR FITZGERALD LARGE CAP FOCUSED FUND· Cantor Select Portfolios Trust | Non-compliant | 40 | 95% |
| FICHX | CANTOR FITZGERALD LARGE CAP FOCUSED FUND· Cantor Select Portfolios Trust | Non-compliant | 40 | 95% |
| FICIX | CANTOR FITZGERALD LARGE CAP FOCUSED FUND· Cantor Select Portfolios Trust | Non-compliant | 40 | 95% |
| FICMX | Federated Hermes Government Income Fund· Federated Hermes Government Income Trust | Non-compliant | 97 | 95% |
| FICQX | Fidelity Advisor International Capital Appreciation Fund· Fidelity Advisor Series VIII | Non-compliant | 63 | 86% |
| FICS | First Trust International Developed Capital Strength ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 52 | 91% |
| FICSX | Fidelity International Small Cap Fund· Fidelity Investment Trust | Non-compliant | 174 | 76% |
| FICVX | Fidelity Convertible Securities Fund· Fidelity Financial Trust | Non-compliant | 373 | 78% |
| FID | First Trust S&P International Dividend Aristocrats ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 73 | 89% |
| FIDAX | Financial Industries Fund· John Hancock Investment Trust II | Non-compliant | 48 | 90% |
| FIDCX | Financial Industries Fund· John Hancock Investment Trust II | Non-compliant | 48 | 90% |
| FIDEX | Fidelity SAI Sustainable U.S. Equity Fund· Fidelity Summer Street Trust | Non-compliant | 91 | 92% |
| FIDFX | Fidelity Mid Cap Value Fund· Fidelity Devonshire Trust | Non-compliant | 185 | 88% |
| FIDGX | Fidelity Small Cap Growth Fund· Fidelity Securities Fund | Non-compliant | 365 | 69% |
| FIDI | Fidelity International High Dividend ETF· Fidelity Covington Trust | Non-compliant | 106 | 94% |
| FIDJX | Fidelity SAI Sustainable Sector Fund· Fidelity Summer Street Trust | Non-compliant | 256 | 94% |
| FIDKX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FIDLX | Fidelity Advisor Large Cap Fund· Fidelity Advisor Series I | Non-compliant | 168 | 90% |
| FIDPX | Federated Hermes International Dividend Strategy Portfolio· Federated Hermes Managed Pool Series | Non-compliant | 30 | 83% |
| FIDRX | Fidelity Advisor Industrials Fund· Fidelity Advisor Series VII | Non-compliant | 50 | 89% |
| FIDSX | Select Financials Portfolio· Fidelity Select Portfolios | Non-compliant | 62 | 85% |
| FIDU | Fidelity MSCI Industrials Index ETF· FIDELITY COVINGTON TRUST | Non-compliant | 364 | 96% |
| FIDZX | Fidelity Advisor International Capital Appreciation Fund· Fidelity Advisor Series VIII | Non-compliant | 63 | 86% |
| FIEUX | Fidelity Europe Fund· Fidelity Investment Trust | Non-compliant | 83 | 85% |
| FIEZX | Fidelity Total International Equity Fund· Fidelity Investment Trust | Non-compliant | 327 | 87% |
| FIFAX | Income Fund of America | Non-compliant | 3,344 | 80% |
| FIFBX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| FIFGX | Fidelity SAI Inflation-Focused Fund· Fidelity Oxford Street Trust | Non-compliant | 59 | 10% |
| FIFNX | Fidelity Founders Fund· Fidelity Concord Street Trust | Non-compliant | 70 | 78% |
| FIFOX | Fidelity Founders Fund· Fidelity Concord Street Trust | Non-compliant | 70 | 78% |
| FIFPX | Fidelity Founders Fund· Fidelity Concord Street Trust | Non-compliant | 70 | 78% |
| FIFQX | Fidelity Founders Fund· Fidelity Concord Street Trust | Non-compliant | 70 | 78% |
| FIFRX | Franklin Growth Fund· Franklin Custodian Funds | Non-compliant | 85 | 93% |
| FIFVX | Fidelity Founders Fund· Fidelity Concord Street Trust | Non-compliant | 70 | 78% |
| FIFWX | Fidelity Founders Fund· Fidelity Concord Street Trust | Non-compliant | 70 | 78% |
| FIFZX | Fidelity Series Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 10,036 | 79% |
| FIGB | Fidelity Investment Grade Bond ETF· Fidelity Merrimack Street Trust | Non-compliant | 847 | 69% |
| FIGCX | Fidelity International Growth Fund· Fidelity Investment Trust | Non-compliant | 63 | 86% |
| FIGDX | Fidelity Series Sustainable Investment Grade Bond Fund· Fidelity Salem Street Trust | Non-compliant | 237 | 77% |
| FIGFX | Fidelity International Growth Fund· Fidelity Investment Trust | Non-compliant | 63 | 86% |
| FIGIX | Federated Hermes Short-Intermediate Government Fund· Federated Hermes Short-Intermediate Government Trust | Non-compliant | 43 | 99% |
| FIGKX | Federated Hermes Short-Intermediate Government Fund· Federated Hermes Short-Intermediate Government Trust | Non-compliant | 43 | 99% |
| FIGRX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FIGSX | Fidelity Series International Growth Fund· Fidelity Investment Trust | Non-compliant | 63 | 85% |
| FIGTX | Federated Hermes Short-Intermediate Government Fund· Federated Hermes Short-Intermediate Government Trust | Non-compliant | 43 | 99% |
| FIHAX | Federated Hermes Institutional High Yield Bond Fund· Federated Hermes Institutional Trust | Non-compliant | 461 | 18% |
| FIHBX | Federated Hermes Institutional High Yield Bond Fund· Federated Hermes Institutional Trust | Non-compliant | 461 | 18% |
| FIHCX | Federated Hermes Institutional High Yield Bond Fund· Federated Hermes Institutional Trust | Non-compliant | 461 | 18% |
| FIHLX | Federated Hermes Institutional High Yield Bond Fund· Federated Hermes Institutional Trust | Non-compliant | 461 | 18% |
| FIIAX | Fidelity Advisor Mid Cap II Fund· Fidelity Advisor Series I | Non-compliant | 184 | 88% |
| FIICX | Fidelity Advisor Mid Cap II Fund· Fidelity Advisor Series I | Non-compliant | 184 | 88% |
| FIIFX | Federated Hermes Intermediate Corporate Bond Fund· Federated Hermes Income Securities Trust | Non-compliant | 553 | 67% |
| FIIG | First Trust Intermediate Duration Investment Grade Corporate ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 232 | 63% |
| FIIIX | Fidelity International Growth Fund· Fidelity Investment Trust | Non-compliant | 63 | 86% |
| FIIMX | Fidelity Advisor Mid Cap II Fund· Fidelity Advisor Series I | Non-compliant | 184 | 88% |
| FIJCX | Select Consumer Staples Portfolio· Fidelity Select Portfolios | Non-compliant | 47 | 91% |
| FIJEX | Frost Total Return Bond Fund· Frost Family of Funds | Non-compliant | 330 | 71% |
| FIJFX | Select Materials Portfolio· Fidelity Select Portfolios | Non-compliant | 56 | 89% |
| FIJGX | Select Telecommunications Portfolio· Fidelity Select Portfolios | Non-compliant | 27 | 80% |
| FIJWX | Fidelity Short Duration High Income Fund· Fidelity Summer Street Trust | Non-compliant | 590 | 27% |
| FIJYX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FIJZX | Fidelity Advisor Consumer Discretionary Fund· Fidelity Advisor Series VII | Non-compliant | 57 | 93% |
| FIKAX | Fidelity Advisor Energy Fund· Fidelity Advisor Series VII | Non-compliant | 35 | 86% |
| FIKBX | Fidelity Advisor Financials Fund· Fidelity Advisor Series VII | Non-compliant | 64 | 87% |
| FIKCX | Fidelity Advisor Health Care Fund· Fidelity Advisor Series VII | Non-compliant | 154 | 77% |
| FIKDX | — | Non-compliant | 38 | 86% |
| FIKEX | Fidelity Advisor Industrials Fund· Fidelity Advisor Series VII | Non-compliant | 50 | 89% |
| FIKIX | Fidelity Advisor Utilities Fund· Fidelity Advisor Series VII | Non-compliant | 32 | 85% |
| FIKJX | Fidelity Advisor Real Estate Fund· Fidelity Advisor Series VII | Non-compliant | 41 | 86% |
| FIKLX | Fidelity International Real Estate Fund· Fidelity Select Portfolios | Non-compliant | 79 | 65% |
| FIKMX | Fidelity Real Estate Income Fund· Fidelity Securities Fund | Non-compliant | 590 | 42% |
| FIKNX | Fidelity Small Cap Value Fund· Fidelity Securities Fund | Non-compliant | 110 | 76% |
| FIKOX | Fidelity Corporate Bond Fund· Fidelity Salem Street Trust | Non-compliant | 618 | 54% |
30,302 funds · page 53 of 304