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 |
|---|---|---|---|---|
| FKACX | Franklin Growth Opportunities Fund· Franklin Strategic Series | Non-compliant | 92 | 90% |
| FKAIX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 75% |
| FKALX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 75% |
| FKARX | Franklin Growth Opportunities Fund· Franklin Strategic Series | Non-compliant | 92 | 90% |
| FKASX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 75% |
| FKBAX | Franklin Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,918 | 53% |
| FKCSX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 75% |
| FKEMX | Fidelity Emerging Markets Fund· Fidelity Investment Trust | Non-compliant | 94 | 80% |
| FKFSX | Franklin U.S. Government Securities Fund· Franklin Custodian Funds | Non-compliant | 561 | 97% |
| FKGRX | Franklin Growth Fund· Franklin Custodian Funds | Non-compliant | 85 | 93% |
| FKICX | Fidelity Small Cap Stock K6 Fund· Fidelity Concord Street Trust | Non-compliant | 152 | 67% |
| FKIDX | Fidelity Diversified International K6 Fund· Fidelity Investment Trust | Non-compliant | 158 | 86% |
| FKINX | Franklin Income Fund· Franklin Custodian Funds | Non-compliant | 556 | 55% |
| FKIQX | Franklin Income Fund· Franklin Custodian Funds | Non-compliant | 556 | 55% |
| FKKSX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 75% |
| FKMCX | Fidelity Mid-Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 179 | 81% |
| FKSAX | Franklin Core Plus Bond Fund· Franklin Strategic Series | Non-compliant | 3,134 | 55% |
| FKSRX | Franklin Core Plus Bond Fund· Franklin Strategic Series | Non-compliant | 3,134 | 55% |
| FKU | First Trust United Kingdom AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 76 | 99% |
| FKUQX | Franklin Utilities Fund· Franklin Custodian Funds | Non-compliant | 43 | 98% |
| FKUSX | Franklin U.S. Government Securities Fund· Franklin Custodian Funds | Non-compliant | 561 | 97% |
| FKUTX | Franklin Utilities Fund· Franklin Custodian Funds | Non-compliant | 43 | 98% |
| FLAFX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLAG | Global X S&P 500 U.S. Market Leaders Top 50 ETF· GLOBAL X FUNDS | Non-compliant | 50 | 98% |
| FLAHX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLAJX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLAPX | Fidelity Flex Mid Cap Index Fund· Fidelity Salem Street Trust | Non-compliant | 506 | 80% |
| FLARX | Victory Pioneer Floating Rate Fund· Victory Portfolios IV | Non-compliant | 233 | 19% |
| FLAU | Franklin FTSE Australia ETF· Franklin Templeton ETF Trust | Non-compliant | 108 | 92% |
| FLAX | Franklin FTSE Asia ex Japan ETF· Franklin Templeton ETF Trust | Non-compliant | 1,616 | 91% |
| FLAZX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLBDX | Tactical Income Fund· Meeder Funds | Non-compliant | 9 | 5% |
| FLBR | Franklin FTSE Brazil ETF· Franklin Templeton ETF Trust | Non-compliant | 68 | 76% |
| FLC | Flaherty & Crumrine Total Return Fund Incorporated· Flaherty & Crumrine Total Return Fund Inc | Non-compliant | 262 | 71% |
| FLCA | Franklin FTSE Canada ETF· Franklin Templeton ETF Trust | Non-compliant | 87 | 98% |
| FLCB | Franklin U.S. Core Bond ETF· Franklin Templeton ETF Trust | Non-compliant | 599 | 71% |
| FLCC | Federated Hermes MDT Large Cap Core ETF· Federated Hermes ETF Trust | Non-compliant | 154 | 97% |
| FLCCX | Fidelity Advisor Large Cap Fund· Fidelity Advisor Series I | Non-compliant | 168 | 90% |
| FLCG | Federated Hermes MDT Large Cap Growth ETF· Federated Hermes ETF Trust | Non-compliant | 101 | 99% |
| FLCGX | Sector Rotation Fund· Meeder Funds | Non-compliant | 646 | 60% |
| FLCH | Franklin FTSE China ETF· Franklin Templeton ETF Trust | Non-compliant | 1,048 | 87% |
| FLCKX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
| FLCNX | Fidelity Contrafund K6· Fidelity Contrafund | Non-compliant | 436 | 82% |
| FLCO | Franklin Investment Grade Corporate ETF· Franklin Templeton ETF Trust | Non-compliant | 227 | 59% |
| FLCOX | Fidelity Large Cap Value Index Fund· Fidelity Salem Street Trust | Non-compliant | 874 | 89% |
| FLCPX | Fidelity SAI U.S. Large Cap Index Fund· Fidelity Salem Street Trust | Non-compliant | 507 | 94% |
| FLCSX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLCV | Federated Hermes MDT Large Cap Value ETF· Federated Hermes ETF Trust | Non-compliant | 129 | 94% |
| FLDAX | Franklin Low Duration Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,774 | 44% |
| FLDB | Fidelity Low Duration Bond ETF· Fidelity Merrimack Street Trust | Non-compliant | 398 | 57% |
| FLDBX | Franklin Long Duration Credit Fund· Franklin Investors Securities Trust | Non-compliant | 347 | 55% |
| FLDCX | Franklin Low Duration Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,774 | 44% |
| FLDFX | Balanced Fund· Meeder Funds | Non-compliant | 219 | 51% |
| FLDGX | Dynamic Allocation Fund· Meeder Funds | Non-compliant | 221 | 58% |
| FLDOX | Moderate Allocation Fund· Meeder Funds | Non-compliant | 216 | 38% |
| FLDR | Fidelity Low Duration Bond Factor ETF· Fidelity Merrimack Street Trust | Non-compliant | 354 | 54% |
| FLDZ | RiverNorth Patriot ETF· Elevation Series Trust | Non-compliant | 317 | 83% |
| FLDZX | Franklin Low Duration Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,774 | 44% |
| FLEE | Franklin FTSE Europe ETF· Franklin Templeton ETF Trust | Non-compliant | 501 | 90% |
| FLEJX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
| FLEKX | Victory Pioneer Equity Premium Income Fund· Victory Portfolios IV | Non-compliant | 160 | 63% |
| FLELX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
| FLEMX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
| FLENX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
| FLEOX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
| FLERX | Franklin LifeSmart 2030 Retirement Target Fund· Franklin Fund Allocator Series | Non-compliant | 21 | 7% |
| FLEU | Franklin FTSE Eurozone ETF· Franklin Templeton ETF Trust | Non-compliant | 262 | 91% |
| FLFGX | Global Allocation Fund· Meeder Funds | Non-compliant | 222 | 53% |
| FLGR | Franklin FTSE Germany ETF· Franklin Templeton ETF Trust | Non-compliant | 66 | 86% |
| FLGV | Franklin U.S. Treasury Bond ETF· Franklin Templeton ETF Trust | Non-compliant | 49 | 99% |
| FLHY | Franklin High Yield Corporate ETF· Franklin Templeton ETF Trust | Non-compliant | 290 | 23% |
| FLIA | Franklin International Aggregate Bond ETF· Franklin Templeton ETF Trust | Non-compliant | 99 | 7% |
| FLIAX | First Sentier American Listed Infrastructure Fund· Advisors Series Trust | Non-compliant | 28 | 87% |
| FLIBX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| FLIIX | First Sentier Global Listed Infrastructure Fund· Advisors Series Trust | Non-compliant | 43 | 85% |
| FLIN | Franklin FTSE India ETF· Franklin Templeton ETF Trust | Non-compliant | 280 | 96% |
| FLJH | Franklin FTSE Japan Hedged ETF· Franklin Templeton ETF Trust | Non-compliant | 486 | 93% |
| FLJP | Franklin FTSE Japan ETF· Franklin Templeton ETF Trust | Non-compliant | 478 | 94% |
| FLKR | Franklin FTSE South Korea ETF· Franklin Templeton ETF Trust | Non-compliant | 159 | 89% |
| FLKSX | Fidelity Low-Priced Stock K6 Fund· Fidelity Puritan Trust | Non-compliant | 549 | 80% |
| FLLA | Franklin FTSE Latin America ETF· Franklin Templeton ETF Trust | Non-compliant | 131 | 69% |
| FLMAX | Muirfield Fund· Meeder Funds | Non-compliant | 218 | 66% |
| FLMFX | Muirfield Fund· Meeder Funds | Non-compliant | 218 | 66% |
| FLMIX | Muirfield Fund· Meeder Funds | Non-compliant | 218 | 66% |
| FLMTX | Franklin LifeSmart Retirement Income Fund· Franklin Fund Allocator Series | Non-compliant | 15 | 8% |
| FLMVX | JPMorgan Mid Cap Value Fund· J.P. Morgan Fleming Mutual Fund Group, Inc. | Non-compliant | 105 | 91% |
| FLMX | Franklin FTSE Mexico ETF· Franklin Templeton ETF Trust | Non-compliant | 36 | 52% |
| FLN | First Trust Latin America AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 51 | 62% |
| FLOT | iShares Floating Rate Bond ETF· iShares Trust | Non-compliant | 547 | 32% |
| FLOW | Global X U.S. Cash Flow Kings 100 ETF· GLOBAL X FUNDS | Non-compliant | 100 | 90% |
| FLOWX | Fidelity Water Sustainability Fund· Fidelity Summer Street Trust | Non-compliant | 44 | 76% |
| FLPCX | Fidelity Low-Priced Stock Fund· Fidelity Puritan Trust | Non-compliant | 550 | 80% |
| FLPDX | Fidelity Low-Priced Stock Fund· Fidelity Puritan Trust | Non-compliant | 550 | 80% |
| FLPEX | Fidelity Low-Priced Stock Fund· Fidelity Puritan Trust | Non-compliant | 550 | 80% |
| FLPFX | Fidelity Low-Priced Stock Fund· Fidelity Puritan Trust | Non-compliant | 550 | 80% |
| FLPGX | Fidelity Low-Priced Stock Fund· Fidelity Puritan Trust | Non-compliant | 550 | 80% |
| FLPKX | Fidelity Low-Priced Stock Fund· Fidelity Puritan Trust | Non-compliant | 550 | 80% |
| FLPRX | Franklin Low Duration Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,774 | 44% |
| FLPSX | Fidelity Low-Priced Stock Fund· Fidelity Puritan Trust | Non-compliant | 550 | 80% |
| FLQL | Franklin U.S. Large Cap Multifactor Index ETF· Franklin Templeton ETF Trust | Non-compliant | 217 | 96% |
30,302 funds · page 55 of 304