30,325 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 |
|---|---|---|---|---|
| FULLX | Federated Hermes Ultrashort Bond Fund· Federated Hermes Total Return Series, Inc. | Non-compliant | 548 | 35% |
| FULVX | Fidelity U.S. Low Volatility Equity Fund· Fidelity Summer Street Trust | Non-compliant | 125 | 86% |
| FUMBX | Fidelity Short-Term Treasury Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 119 | 99% |
| FUMIX | Fidelity SAI U.S. Momentum Index Fund· Fidelity Salem Street Trust | Non-compliant | 189 | 91% |
| FUNCX | Victory Pioneer Fundamental Growth Fund· Victory Portfolios IV | Non-compliant | 35 | 98% |
| FUND | SPROTT FOCUS TRUST INC. | Non-compliant | 31 | 81% |
| FUNFX | American Funds Fundamental Investors | Non-compliant | 243 | 94% |
| FUNL | CornerCap Fundametrics Large-Cap ETF· Advisor Managed Portfolios | Non-compliant | 153 | 88% |
| FUNYX | Victory Pioneer Fundamental Growth Fund· Victory Portfolios IV | Non-compliant | 35 | 98% |
| FUQIX | Fidelity SAI U.S. Quality Index Fund· Fidelity Salem Street Trust | Non-compliant | 105 | 94% |
| FUSAX | Franklin U.S. Government Securities Fund· Franklin Custodian Funds | Non-compliant | 561 | 97% |
| FUSCX | Federated Hermes Fund for U.S. Government Securities· Federated Hermes Income Securities Trust | Non-compliant | 148 | 94% |
| FUSD | Federated Hermes Ultrashort Bond ETF· Federated Hermes ETF Trust | Non-compliant | 105 | 33% |
| FUSGX | Federated Hermes Fund for U.S. Government Securities· Federated Hermes Income Securities Trust | Non-compliant | 148 | 94% |
| FUSI | American Century Multisector Floating Income ETF· American Century ETF Trust | Non-compliant | 63 | 20% |
| FUSIX | Strategic Advisers Fidelity International Fund· Fidelity Rutland Square Trust II | Non-compliant | 304 | 41% |
| FUSRX | Franklin U.S. Government Securities Fund· Franklin Custodian Funds | Non-compliant | 561 | 97% |
| FUTBX | Fidelity SAI U.S. Treasury Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 224 | 99% |
| FUTY | Fidelity MSCI Utilities Index ETF· FIDELITY COVINGTON TRUST | Non-compliant | 64 | 98% |
| FVADX | Franklin Small Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 97 | 80% |
| FVAL | Fidelity Value Factor ETF· Fidelity Covington Trust | Non-compliant | 128 | 92% |
| FVALX | Forester Value Fund· FORESTER FUNDS INC | Non-compliant | 41 | 81% |
| FVCSX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FVD | First Trust Value Line Dividend Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 251 | 94% |
| FVDFX | Fidelity Value Discovery Fund· Fidelity Puritan Trust | Non-compliant | 123 | 90% |
| FVDJX | Fidelity Value Discovery Fund· Fidelity Puritan Trust | Non-compliant | 123 | 90% |
| FVDLX | Fidelity Value Discovery Fund· Fidelity Puritan Trust | Non-compliant | 123 | 90% |
| FVDMX | Fidelity Value Discovery Fund· Fidelity Puritan Trust | Non-compliant | 123 | 90% |
| FVDNX | Fidelity Value Discovery Fund· Fidelity Puritan Trust | Non-compliant | 123 | 90% |
| FVDOX | Fidelity Value Discovery Fund· Fidelity Puritan Trust | Non-compliant | 123 | 90% |
| FVFRX | Franklin Small Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 97 | 80% |
| FVHIX | Franklin High Income Fund· Franklin High Income Trust | Non-compliant | 360 | 22% |
| FVHJV | VIP Hedged Equity Portfolio· Variable Insurance Products Fund VI | Non-compliant | 441 | 85% |
| FVHKV | VIP Hedged Equity Portfolio· Variable Insurance Products Fund VI | Non-compliant | 441 | 85% |
| FVHLV | VIP Hedged Equity Portfolio· Variable Insurance Products Fund VI | Non-compliant | 441 | 85% |
| FVHMV | VIP Hedged Equity Portfolio· Variable Insurance Products Fund VI | Non-compliant | 441 | 85% |
| FVIFX | Fidelity Advisor Value Fund· Fidelity Advisor Series I | Non-compliant | 188 | 85% |
| FVILX | Forester Value Fund· FORESTER FUNDS INC | Non-compliant | 41 | 81% |
| FVLAX | Fidelity Advisor Value Leaders Fund· Fidelity Advisor Series VIII | Non-compliant | 41 | 91% |
| FVLCX | Fidelity Advisor Value Leaders Fund· Fidelity Advisor Series VIII | Non-compliant | 41 | 91% |
| FVLIX | Fidelity Advisor Value Leaders Fund· Fidelity Advisor Series VIII | Non-compliant | 41 | 91% |
| FVLKX | Fidelity Value Fund· Fidelity Capital Trust | Non-compliant | 188 | 85% |
| FVLTX | Fidelity Advisor Value Leaders Fund· Fidelity Advisor Series VIII | Non-compliant | 41 | 91% |
| FVLZX | Fidelity Advisor Value Fund· Fidelity Advisor Series I | Non-compliant | 188 | 85% |
| FVOZX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FVRLX | Forester Value Fund· FORESTER FUNDS INC | Non-compliant | 41 | 81% |
| FVRMX | Franklin Mutual Small-Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 83 | 85% |
| FVSKX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FVWSX | Fidelity Series Opportunistic Insights Fund· Fidelity Contrafund | Non-compliant | 464 | 83% |
| FWAFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWATX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FWBCX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| FWBTX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FWCBX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| FWCFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWCGX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| FWD | AB Disruptors ETF· AB Active ETFs, Inc. | Non-compliant | 117 | 94% |
| FWDDX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| FWDGX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| FWGIX | Capital World Growth & Income Fund | Non-compliant | 346 | 93% |
| FWIFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWMIX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| FWMMX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| FWMNX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOAX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOCX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOEX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOMX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOZX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWRLX | Select Wireless Portfolio· Fidelity Select Portfolios | Non-compliant | 48 | 83% |
| FWTFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWWFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWWMX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| FWWNX | New World Fund Inc | Non-compliant | 637 | 85% |
| FXAIX | Fidelity 500 Index Fund· Fidelity Concord Street Trust | Non-compliant | 507 | 94% |
| FXBY | FOXBY CORP.· Foxby Corp. | Non-compliant | 27 | 100% |
| FXD | First Trust Consumer Discretionary AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 114 | 86% |
| FXED | Sound Enhanced Fixed Income ETF· Tidal Trust I | Non-compliant | 60 | 41% |
| FXG | First Trust Consumer Staples AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 42 | 84% |
| FXH | First Trust Health Care AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 75 | 98% |
| FXI | iShares China Large-Cap ETF· iShares Trust | Non-compliant | 55 | 97% |
| FXICX | Fixed Income SHares: Series C· PIMCO Managed Accounts Trust | Non-compliant | 782 | 61% |
| FXIEX | Fixed Income SHares: Series TE· PIMCO Managed Accounts Trust | Non-compliant | 389 | 8% |
| FXIMX | Fixed Income SHares: Series M· PIMCO Managed Accounts Trust | Non-compliant | 1,306 | 46% |
| FXINX | Fidelity Flex International Focused Index Fund· Fidelity Salem Street Trust | Non-compliant | 1,131 | 85% |
| FXIRX | Fixed Income SHares: Series R· PIMCO Managed Accounts Trust | Non-compliant | 528 | 80% |
| FXL | First Trust Technology AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 112 | 96% |
| FXLCX | Fidelity Flex Large Cap Focused Index Fund· Fidelity Concord Street Trust | Non-compliant | 189 | 95% |
| FXMCX | Fidelity Flex Mid Cap Focused Index Fund· Fidelity Salem Street Trust | Non-compliant | 406 | 81% |
| FXN | First Trust Energy AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 40 | 94% |
| FXNAX | Fidelity U.S. Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 10,442 | 79% |
| FXO | First Trust Financials AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 106 | 89% |
| FXR | First Trust Industrials/Producer Durables AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 157 | 91% |
| FXSCX | Fidelity Flex Small Cap Focused Index Fund· Fidelity Salem Street Trust | Non-compliant | 892 | 78% |
| FXU | First Trust Utilities AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 42 | 95% |
| FXZ | First Trust Materials AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 41 | 98% |
| FYBTX | Fidelity Series Short-Term Credit Fund· Fidelity Salem Street Trust | Non-compliant | 443 | 51% |
| FYC | First Trust Small Cap Growth AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 266 | 83% |
| FYEE | Fidelity Yield Enhanced Equity ETF· Fidelity Greenwood Street Trust | Non-compliant | 187 | 89% |
| FYHTX | Fidelity Commodity Strategy Fund· Fidelity Oxford Street Trust | Non-compliant | 54 | 9% |
30,325 funds · page 62 of 304