Markets
Screened on holdings, not on the name.
A fund marketed as Islamic gets the same look-through as any other. HTR reads the filed holdings, screens each one, and reports what it found. Holdings it could not cover are reported as unrated — never counted as a pass.
- Funds indexed
- 30,379 Every fund the look-through has a record for
- Carry a decided verdict
- 18,526 The rest could not be covered well enough to decide
- Compliant
- 276 Of those decided, by their own filed holdings
Screened funds
Compliant first, then non-compliant, then the ones the look-through could not decide — each labelled as such rather than folded in with the failures.
| Fund | Verdict | Look-through coverage | Holdings | Unrated weight |
|---|---|---|---|---|
| BTIEXDWS Equity 500 Index Fund | Undecided | 0.0% | 1 | 100.0% |
| BTIH | Undecided | 0.0% | — | — |
| BTIIXDWS Equity 500 Index Fund | Undecided | 0.0% | 1 | 100.0% |
| BTIRXDWS Equity 500 Index Fund | Undecided | 0.0% | 1 | 100.0% |
| BTMIXBaird Short-Term Municipal Bond Fund | Undecided | 1.7% | 1832 | 98.0% |
| BTMSXBaird Short-Term Municipal Bond Fund | Undecided | 1.7% | 1832 | 98.0% |
| BTOO | Undecided | 0.0% | — | — |
| BTPIXWESTWOOD BROADMARK TACTICAL PLUS FUND | Undecided | 0.0% | 8 | 100.4% |
| BTQL | Undecided | 0.0% | — | — |
| BTR | Undecided | 0.0% | — | — |
| BTSAXBTS Managed Income Fund | Undecided | 0.0% | 15 | 99.7% |
| BTSCXBTS Managed Income Fund | Undecided | 0.0% | 15 | 99.7% |
| BTSIXBTS Managed Income Fund | Undecided | 0.0% | 15 | 99.7% |
| BTSRXBTS Managed Income Fund | Undecided | 0.0% | 15 | 99.7% |
| BTSS | Undecided | 0.0% | — | — |
| BTTBlackRock Municipal 2030 Target Term Trust | Undecided | 0.0% | 559 | 153.2% |
| BTTRXZero Coupon 2025 Fund | Undecided | 0.0% | — | — |
| BTWP | Undecided | 0.0% | — | — |
| BTXBlackRock Technology & Private Equity Term Trust | Undecided | 57.6% | 89 | 42.8% |
| BTYA | Undecided | 0.0% | — | — |
| BTYC | Undecided | 0.0% | — | — |
| BTYE | Undecided | 0.0% | — | — |
| BTZBlackRock Credit Allocation Income Trust | Undecided | 37.6% | 1848 | 125.0% |
| BUAGXVest US Large Cap 10% Buffer Strategies Fund | Undecided | 0.0% | 42 | 100.3% |
| BUCGXVest US Large Cap 10% Buffer Strategies Fund | Undecided | 0.0% | 42 | 100.3% |
| BUCKSimplify Treasury Option Income ETF | Undecided | 0.1% | 4 | 99.8% |
| BUCXX | Undecided | 100.0% | 69 | 0.0% |
| BUDH | Undecided | 0.0% | — | — |
| BUFB | Undecided | 0.0% | — | — |
| BUFDFT Vest Laddered Deep Buffer ETF | Undecided | 0.0% | 13 | 100.0% |
| BUFEFT Vest Laddered Emerging Markets Buffer ETF | Undecided | 0.0% | 5 | 100.0% |
| BUFF | Undecided | 0.0% | — | — |
| BUFGFT Vest Buffered Allocation Growth ETF | Undecided | 0.0% | 8 | 100.0% |
| BUFHFT Vest Laddered Max Buffer ETF | Undecided | 0.0% | 13 | 100.0% |
| BUFPPGIM Laddered S&P 500 Buffer 12 ETF | Undecided | 0.0% | 13 | 100.5% |
| BUFQFT Vest Laddered Nasdaq Buffer ETF | Undecided | 0.0% | 5 | 100.0% |
| BUFRFT Vest Laddered Buffer ETF | Undecided | 0.0% | 13 | 100.0% |
| BUFSFT Vest Laddered Small Cap Moderate Buffer ETF | Undecided | 0.0% | 5 | 100.0% |
| BUFTFT Vest Buffered Allocation Defensive ETF | Undecided | 0.0% | 8 | 100.0% |
| BUFXFT Vest Laddered Enhance & Moderate Buffer ETF | Undecided | 0.0% | 13 | 100.0% |
| BUFYFT Vest Laddered International Moderate Buffer ETF | Undecided | 0.0% | 5 | 100.0% |
| BUFZFT Vest Laddered Moderate Buffer ETF | Undecided | 0.0% | 13 | 100.0% |
| BUIGXVest US Large Cap 10% Buffer Strategies Fund | Undecided | 0.0% | 42 | 100.3% |
| BUIL | Undecided | 0.0% | — | — |
| BULGLeverage Shares 2x Long BULL Daily ETF | Undecided | 0.0% | 5 | 10.8% |
| BULUT-REX 2X Long BULL Daily Target ETF | Undecided | 0.0% | 1 | 50.0% |
| BULZ | Undecided | 0.0% | — | — |
| BUMGXVest US Large Cap 10% Buffer Strategies Fund | Undecided | 0.0% | 42 | 100.3% |
| BUPXX | Undecided | 40.3% | 278 | 0.6% |
| BURGXVest US Large Cap 10% Buffer Strategies Fund | Undecided | 0.0% | 42 | 100.3% |
| BUSM | Undecided | 0.0% | — | — |
| BUYGXVest US Large Cap 10% Buffer Strategies Fund | Undecided | 0.0% | 42 | 100.3% |
| BUYWMain Buywrite ETF | Undecided | 0.0% | 18 | 128.9% |
| BUYWXMain BuyWrite Fund | Undecided | 0.0% | — | — |
| BUYXX | Undecided | 0.0% | 1 | 1.0% |
| BVAAXSterling Capital Virginia Intermediate Tax-Free | Undecided | 0.0% | 40 | 98.8% |
| BVACXSterling Capital Virginia Intermediate Tax-Free | Undecided | 0.0% | 40 | 98.8% |
| BVALBluemonte Large Cap Value ETF | Undecided | 0.0% | 4 | 99.2% |
| BVATXSterling Capital Virginia Intermediate Tax-Free | Undecided | 0.0% | 40 | 98.8% |
| BVE | Undecided | 0.0% | — | — |
| BVG | Undecided | 0.0% | — | — |
| BVYXX | Undecided | 0.0% | 1 | 1.0% |
| BWBFXBaron WealthBuilder Fund | Undecided | 0.0% | 18 | 100.0% |
| BWBIXBaron WealthBuilder Fund | Undecided | 0.0% | 18 | 100.0% |
| BWBTXBaron WealthBuilder Fund | Undecided | 0.0% | 18 | 100.0% |
| BWCB | Undecided | 0.0% | — | — |
| BWCE | Undecided | 0.0% | — | — |
| BWDB | Undecided | 0.0% | — | — |
| BWEM | Undecided | 0.0% | — | — |
| BWET | Undecided | 0.0% | — | — |
| BWIT | Undecided | 0.0% | — | — |
| BWLB | Undecided | 0.0% | — | — |
| BWLG | Undecided | 0.0% | — | — |
| BWLV | Undecided | 0.0% | — | — |
| BWOW | Undecided | 0.0% | — | — |
| BWQG | Undecided | 0.0% | — | — |
| BWSB | Undecided | 0.0% | — | — |
| BWSG | Undecided | 0.0% | — | — |
| BWSV | Undecided | 0.0% | — | — |
| BWVAXSterling Capital West Virginia Intermediate | Undecided | 0.0% | 44 | 99.5% |
| BWVCXSterling Capital West Virginia Intermediate | Undecided | 0.0% | 44 | 99.5% |
| BXEAXMassMutual Emerging Markets Debt Blended Total Return Fund | Undecided | 0.0% | — | — |
| BXECXMassMutual Emerging Markets Debt Blended Total Return Fund | Undecided | 0.0% | — | — |
| BXEIXMassMutual Emerging Markets Debt Blended Total Return Fund | Undecided | 0.0% | — | — |
| BXEYXMassMutual Emerging Markets Debt Blended Total Return Fund | Undecided | 0.0% | — | — |
| BXLS | Undecided | 0.0% | — | — |
| BXQAXMassMutual Global Emerging Markets Equity Fund | Undecided | 0.0% | — | — |
| BXQCXMassMutual Global Emerging Markets Equity Fund | Undecided | 0.0% | — | — |
| BXQIXMassMutual Global Emerging Markets Equity Fund | Undecided | 0.0% | — | — |
| BXQYXMassMutual Global Emerging Markets Equity Fund | Undecided | 0.0% | — | — |
| BXU | Undecided | 0.0% | — | — |
| BYLDiShares Yield Optimized Bond ETF | Undecided | 3.2% | 14 | 125.9% |
| BYNX | Undecided | 0.0% | — | — |
| BYOBSofi Be Your Own Boss | Undecided | 0.0% | — | — |
| BYTXX | Undecided | 0.0% | 1 | 1.0% |
| BYYY | Undecided | 0.0% | — | — |
| BZQProShares UltraShort MSCI Brazil Capped | Undecided | 0.0% | 9 | 174.2% |
| BZZ | Undecided | 0.0% | — | — |
| CAXtrackers California Municipal Bond ETF | Undecided | 0.0% | 259 | 98.9% |
| CAAAXCalvert Growth Allocation Fund | Undecided | 1.7% | 17 | 98.4% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 197 of 304