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
- 273 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 |
|---|---|---|---|---|
| FARIXFulcrum Diversified Absolute Return Fund | Undecided | 76.5% | 1494 | 20.5% |
| FARLXFS Chiron Real Development Fund | Undecided | 0.0% | — | — |
| FARSXFidelity Managed Retirement 2015 Fund | Undecided | 0.0% | 34 | 99.9% |
| FARVXFidelity Managed Retirement 2020 Fund | Undecided | 0.0% | 34 | 99.9% |
| FARXFrontier Asset Absolute Return ETF | Undecided | 0.0% | 12 | 99.4% |
| FARXX | Undecided | 52.6% | 129 | 0.5% |
| FARYXFulcrum Diversified Absolute Return Fund | Undecided | 76.5% | 1494 | 20.5% |
| FASCXFranklin Alternative Strategies Fund | Undecided | 58.1% | 6270 | 57.7% |
| FASGXFidelity Asset Manager 70% | Undecided | 0.1% | 32 | 99.9% |
| FASHXFidelity Limited Term Municipal Income Fund | Undecided | 0.0% | 971 | 100.2% |
| FASIXFidelity Asset Manager 20% | Undecided | 0.3% | 32 | 99.6% |
| FASJXFidelity Sustainable Intermediate Municipal Income Fund | Undecided | 0.0% | 273 | 101.7% |
| FASLXFidelity Sustainable Intermediate Municipal Income Fund | Undecided | 0.0% | 273 | 101.7% |
| FASMXFidelity Asset Manager 50% | Undecided | 0.3% | 35 | 99.7% |
| FASNXFidelity Sustainable Intermediate Municipal Income Fund | Undecided | 0.0% | 273 | 101.7% |
| FASRXFranklin Alternative Strategies Fund | Undecided | 58.1% | 6270 | 57.7% |
| FASUXFidelity Sustainable Intermediate Municipal Income Fund | Undecided | 0.0% | 273 | 101.7% |
| FASVXFidelity Sustainable Intermediate Municipal Income Fund | Undecided | 0.0% | 273 | 101.7% |
| FASWXFidelity SAI Sustainable Municipal Income Fund | Undecided | 0.0% | 432 | 100.8% |
| FASYXFidelity SAI Sustainable Conservative Income Municipal Bond Fund | Undecided | 0.0% | 139 | 100.8% |
| FATHXFidelity Advisor Freedom 2035 Fund | Undecided | 0.3% | 48 | 99.9% |
| FATKXFidelity Freedom 2020 Fund | Undecided | 0.3% | 48 | 99.8% |
| FATQXFidelity Freedom Index Retirement Fund | Undecided | 0.0% | 8 | 99.9% |
| FATSXAmerican Funds 2070 Target Date Retirement Fund | Undecided | 0.0% | 17 | 100.0% |
| FATTXAmerican Funds 2045 Target Date Retirement Fund | Undecided | 0.0% | 25 | 100.0% |
| FATUXFidelity Freedom Index 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FATVXFidelity Freedom Index 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FATWXFidelity Advisor Freedom 2025 Fund | Undecided | 0.3% | 45 | 99.8% |
| FATXX | Undecided | 64.9% | 98 | 0.4% |
| FATYXFidelity Freedom Index 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FATZXFidelity Freedom Index 2025 Fund | Undecided | 0.0% | 8 | 99.9% |
| FAUMXFrost Municipal Bond Fund | Undecided | 0.0% | — | — |
| FAUTXAmerican Funds 2040 Target Date Retirement Fund | Undecided | 0.0% | 26 | 100.0% |
| FAUXX | Undecided | 0.0% | 244 | 1.0% |
| FAUYXFidelity Freedom Index 2030 Fund | Undecided | 0.0% | 7 | 99.9% |
| FAVNXFidelity Freedom Index 2035 Fund | Undecided | 0.0% | 6 | 99.9% |
| FAVOXFidelity Freedom Index 2040 Fund | Undecided | 0.0% | 5 | 99.9% |
| FAVPXFidelity Freedom Index 2045 Fund | Undecided | 0.0% | 5 | 100.0% |
| FAVQXFidelity Freedom Index 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FAVRXFidelity Freedom Index 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FAVUXFidelity Freedom Index 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FAVVXFidelity Freedom Index 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
| FAVWXFidelity Freedom Index 2070 Fund | Undecided | 0.0% | 5 | 100.0% |
| FAWTXAmerican Funds 2060 Target Date Retirement Fund | Undecided | 0.0% | 18 | 100.0% |
| FAWXX | Undecided | 0.0% | 454 | 1.0% |
| FAXDXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FAXEXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FAXFXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FAXGXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FAXTXAmerican Funds 2065 Target Date Retirement Fund | Undecided | 0.0% | 17 | 100.0% |
| FAYXX | Undecided | 0.0% | 143 | 1.0% |
| FAZDirexion Daily Financial Bear 3X Shares | Undecided | 0.0% | 8 | 104.2% |
| FAZAXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FAZIXFranklin Arizona Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.0% |
| FAZQXFranklin Arizona Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.0% |
| FAZRXFranklin Arizona Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.0% |
| FAZTXNuveen Arizona Municipal Bond Fund | Undecided | 0.0% | 190 | 97.5% |
| FAZZXFranklin Arizona Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.0% |
| FBProShares S&P 500 Dynamic Buffer ETF | Undecided | 59.9% | 507 | 52.3% |
| FBAJXAmerican Funds 2070 Target Date Retirement Fund | Undecided | 0.0% | 17 | 100.0% |
| FBATXAmerican Funds 2010 Target Date Retirement Income Fund | Undecided | 0.0% | 16 | 99.9% |
| FBBPXAmerican Funds Moderate Growth and Income Portfolio | Undecided | 0.0% | 13 | 100.0% |
| FBBTXAmerican Funds 2015 Target Date Retirement Income Fund | Undecided | 0.0% | 18 | 99.9% |
| FBCTXAmerican Funds 2020 Target Date Retirement Income Fund | Undecided | 0.0% | 21 | 99.9% |
| FBDTXAmerican Funds 2025 Target Date Retirement Income Fund | Undecided | 0.0% | 21 | 99.9% |
| FBETXAmerican Funds 2030 Target Date Retirement Fund | Undecided | 0.0% | 25 | 99.9% |
| FBFTXAmerican Funds 2035 Target Date Retirement Fund | Undecided | 0.0% | 24 | 99.9% |
| FBFWXAmerican Funds Retirement Income Portfolio - Moderate | Undecided | 0.0% | 10 | 99.9% |
| FBGLXFidelity Advisor Freedom 2055 Fund | Undecided | 0.4% | 48 | 99.9% |
| FBGTXAmerican Funds 2040 Target Date Retirement Fund | Undecided | 0.0% | 26 | 100.0% |
| FBHTXAmerican Funds 2045 Target Date Retirement Fund | Undecided | 0.0% | 25 | 100.0% |
| FBIFXFidelity Freedom Index 2040 Fund | Undecided | 0.0% | 5 | 99.9% |
| FBITXAmerican Funds 2050 Target Date Retirement Fund | Undecided | 0.0% | 20 | 100.0% |
| FBJTXAmerican Funds 2055 Target Date Retirement Fund | Undecided | 0.0% | 20 | 100.0% |
| FBKTXAmerican Funds 2060 Target Date Retirement Fund | Undecided | 0.0% | 18 | 100.0% |
| FBLYXFidelity Advisor Global Equity Income Fund | Undecided | 0.0% | — | — |
| FBMTXAmerican Funds 2065 Target Date Retirement Fund | Undecided | 0.0% | 17 | 100.0% |
| FBNRXTempleton Global Bond Fund | Undecided | 3.7% | 100 | 96.2% |
| FBPBXCANTOR FBP APPRECIATION & INCOME OPPORTUNITIES FUN | Undecided | 0.0% | — | — |
| FBPEXCANTOR FBP EQUITY & DIVIDEND PLUS FUND | Undecided | 0.0% | — | — |
| FBRC | Undecided | 0.0% | — | — |
| FBRNXFidelity Stock Selector Fund | Undecided | 0.0% | 2 | 100.1% |
| FBSS | Undecided | 0.0% | — | — |
| FBTC | Undecided | 0.0% | — | — |
| FBUSXFidelity Advisor Global Equity Income Fund | Undecided | 0.0% | — | — |
| FBX | Undecided | 0.0% | — | — |
| FBYYieldMax(R) Meta Option Income Strategy ETF | Undecided | 87.5% | 10 | 14.0% |
| FBZFirst Trust Brazil AlphaDEX Fund | Undecided | 0.0% | — | — |
| FCAFXFidelity Advisor Freedom Retirement Fund | Undecided | 0.3% | 46 | 99.8% |
| FCAHXFranklin California High Yield Municipal Fund | Undecided | 0.6% | 803 | 98.9% |
| FCALFirst Trust California Municipal High Income ETF | Undecided | 0.0% | 278 | 98.6% |
| FCAMXFranklin California High Yield Municipal Fund | Undecided | 0.6% | 803 | 98.9% |
| FCANXFidelity Asset Manager 30% | Undecided | 0.3% | 38 | 99.7% |
| FCAQXFranklin California High Yield Municipal Fund | Undecided | 0.6% | 831 | 98.9% |
| FCASXFidelity Asset Manager 70% | Undecided | 0.1% | 32 | 99.9% |
| FCAVXFranklin California Tax-Free Income Fund | Undecided | 0.0% | 1130 | 99.9% |
| FCAZXFranklin Corefolio Allocation Fund | Undecided | 0.0% | 5 | 100.1% |
| FCBDFrontier Asset Core Bond ETF | Undecided | 0.0% | 7 | 99.3% |
| FCBEXAmerican Funds 2070 Target Date Retirement Fund | Undecided | 0.0% | 17 | 100.0% |
| FCCFXAmerican Funds College 2033 Fund | Undecided | 0.0% | 19 | 99.8% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 212 of 304