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
- 30,394 Every fund the look-through has a record for
- Carry a decided verdict
- 18,560 The rest could not be covered well enough to decide
- Compliant
- 289 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 |
|---|---|---|---|---|
| FDEWXFidelity Freedom Index 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FDEXX | Undecided | 0.0% | 782 | 1.0% |
| FDFCXAmerican Funds College 2030 Fund | Undecided | 0.0% | 14 | 99.8% |
| FDFPXFidelity Flex Freedom Blend 2065 Fund | Undecided | 0.0% | 25 | 100.0% |
| FDFQXFidelity Advisor Freedom 2065 Fund | Undecided | 0.4% | 47 | 99.9% |
| FDFRXFidelity Advisor Freedom 2065 Fund | Undecided | 0.4% | 47 | 99.9% |
| FDFSXFidelity Advisor Freedom 2065 Fund | Undecided | 0.4% | 47 | 99.9% |
| FDFTXAmerican Funds 2035 Target Date Retirement Fund | Undecided | 0.0% | 24 | 99.9% |
| FDFVXFidelity Advisor Freedom 2065 Fund | Undecided | 0.4% | 47 | 99.9% |
| FDFWXAmerican Funds Retirement Income Portfolio - Conservative | Undecided | 0.0% | 11 | 99.9% |
| FDFYXFidelity Advisor Freedom 2065 Fund | Undecided | 0.4% | 47 | 99.9% |
| FDFZXFidelity Advisor Freedom 2065 Fund | Undecided | 0.4% | 47 | 99.9% |
| FDGCXFidelity Advisor Dividend Growth Fund | Undecided | 0.0% | — | — |
| FDGIXFidelity Advisor Dividend Growth Fund | Undecided | 0.0% | — | — |
| FDGLXFidelity Advisor Freedom 2030 Fund | Undecided | 0.3% | 48 | 99.8% |
| FDGTXFidelity Advisor Dividend Growth Fund | Undecided | 0.0% | — | — |
| FDIFFidelity Disruptors ETF | Undecided | 0.0% | 6 | 100.0% |
| FDIFXFidelity Advisor Freedom 2020 Fund | Undecided | 0.3% | 45 | 99.8% |
| FDKLXFidelity Freedom Index 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FDKPXFidelity Advisor Freedom 2060 Fund | Undecided | 0.4% | 48 | 99.9% |
| FDKQXFidelity Advisor Freedom 2060 Fund | Undecided | 0.4% | 48 | 99.9% |
| FDKSXFidelity Advisor Freedom 2060 Fund | Undecided | 0.4% | 48 | 99.9% |
| FDKTXFidelity Advisor Freedom 2060 Fund | Undecided | 0.4% | 48 | 99.9% |
| FDKVXFidelity Freedom 2060 Fund | Undecided | 0.4% | 48 | 99.9% |
| FDLXX | Undecided | 100.0% | 56 | 0.0% |
| FDMMXFidelity Massachusetts Municipal Income Fund | Undecided | 0.0% | 467 | 101.5% |
| FDPIXFALLING U.S. DOLLAR PROFUND | Undecided | 0.0% | 48 | 101.0% |
| FDPSXFALLING U.S. DOLLAR PROFUND | Undecided | 0.0% | 48 | 101.0% |
| FDRS | Undecided | 0.0% | — | — |
| FDRX | Undecided | 0.0% | — | — |
| FDRXX | Undecided | 38.9% | 699 | 0.6% |
| FDSSXFidelity Stock Selector Fund | Undecided | 0.0% | 2 | 100.1% |
| FDTFXFidelity Advisor Freedom 2020 Fund | Undecided | 0.3% | 45 | 99.8% |
| FDTKXFidelity Freedom 2025 Fund | Undecided | 0.3% | 50 | 99.8% |
| FDUAXFirst Eagle Short Duration High Yield Municipal Fund | Undecided | 0.0% | 903 | 102.4% |
| FDUIXFirst Eagle Short Duration High Yield Municipal Fund | Undecided | 0.0% | 903 | 102.4% |
| FDURXFirst Eagle Short Duration High Yield Municipal Fund | Undecided | 0.0% | 903 | 102.4% |
| FDUXX | Undecided | 62.4% | 158 | 0.4% |
| FDYCXFirst Eagle Short Duration High Yield Municipal Fund | Undecided | 0.0% | 903 | 102.4% |
| FEATYieldmax Dorsey Wright Featured 5 Income ETF | Undecided | 0.0% | 5 | 98.3% |
| FEAXX | Undecided | 2.7% | 230 | 0.9% |
| FEBMFT Vest U.S. Equity Max Buffer ETF - February | Undecided | 99.4% | 19 | 0.7% |
| FEBTAllianzIM U.S. Equity Buffer10 Feb ETF | Undecided | 0.0% | 4 | 105.9% |
| FEBUAllianzIM U.S. Equity Buffer15 Uncapped Feb ETF | Undecided | 0.0% | 3 | 101.5% |
| FEBWAllianzIM U.S. Equity Buffer20 Feb ETF | Undecided | 0.0% | 4 | 109.3% |
| FECM | Undecided | 0.0% | — | — |
| FEDXX | Undecided | 0.0% | 51 | 1.0% |
| FEEMFlexShares ESG & Climate Emerging Markets Core Index Fund | Undecided | 0.0% | — | — |
| FEFIXFidelity Advisor Freedom 2030 Fund | Undecided | 0.3% | 48 | 99.8% |
| FEGLXFidelity Advisor Freedom Retirement Fund | Undecided | 0.3% | 46 | 99.8% |
| FEHAXFirst Eagle High Yield Municipal Fund | Undecided | 0.0% | 1770 | 120.7% |
| FEHCXFirst Eagle High Yield Municipal Fund | Undecided | 0.0% | 1770 | 120.7% |
| FEHIXFirst Eagle High Yield Municipal Fund | Undecided | 0.0% | 1770 | 120.7% |
| FEHRXFirst Eagle High Yield Municipal Fund | Undecided | 0.0% | 1770 | 120.7% |
| FEHTXFirst Eagle High Yield Municipal Fund | Undecided | 0.0% | 1770 | 120.7% |
| FEIAXFidelity Advisor Equity Income Fund | Undecided | 0.0% | — | — |
| FEICXFidelity Advisor Equity Income Fund | Undecided | 0.0% | — | — |
| FEIRXFidelity Advisor Equity Income Fund | Undecided | 0.0% | — | — |
| FEIXX | Undecided | 33.6% | 185 | 0.7% |
| FELSXFidelity Flex Freedom Blend 2025 Fund | Undecided | 0.0% | 33 | 99.9% |
| FEMBFirst Trust Emerging Markets Local Currency Bond ETF | Undecided | 0.2% | 88 | 93.2% |
| FEMDXFranklin Emerging Market Debt Opportunities Fund | Undecided | 3.1% | 175 | 94.8% |
| FEMIXFidelity New York Municipal Income Fund | Undecided | 0.0% | 450 | 99.8% |
| FENCXFidelity SAI Enhanced Municipal Income Fund | Undecided | 0.0% | 2447 | 99.4% |
| FEOPXFidelity Enduring Opportunities Fund | Undecided | 0.0% | — | — |
| FERHXFirst Eagle High Yield Municipal Fund | Undecided | 0.0% | 1770 | 120.7% |
| FERXX | Undecided | 0.0% | 782 | 1.0% |
| FESC | Undecided | 0.0% | — | — |
| FESXX | Undecided | 2.7% | 230 | 0.9% |
| FETH | Undecided | 0.0% | — | — |
| FETXX | Undecided | 0.0% | 1022 | 1.0% |
| FEVRInspire Faithward Large Cap Momentum ESG ETF | Undecided | 0.0% | — | — |
| FEXXX | Undecided | 0.0% | 1022 | 1.0% |
| FEYAXFidelity Asset Manager 85% | Undecided | 0.2% | 35 | 100.5% |
| FEYCXFidelity Asset Manager 85% | Undecided | 0.2% | 35 | 100.5% |
| FEYIXFidelity Asset Manager 85% | Undecided | 0.2% | 35 | 100.5% |
| FEYTXFidelity Asset Manager 85% | Undecided | 0.2% | 35 | 100.5% |
| FFAMXFidelity Asset Manager 50% | Undecided | 0.3% | 35 | 99.7% |
| FFANXFidelity Asset Manager 40% | Undecided | 0.3% | 34 | 99.7% |
| FFAYXFranklin Corefolio Allocation Fund | Undecided | 0.0% | 5 | 100.1% |
| FFBCXFidelity Freedom Blend Retirement Fund | Undecided | 0.3% | 47 | 99.7% |
| FFBHXFidelity Freedom Blend 2010 Fund | Undecided | 0.3% | 47 | 99.8% |
| FFBJXFidelity Freedom Blend 2015 Fund | Undecided | 0.3% | 47 | 99.8% |
| FFBKXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FFBLXFidelity Freedom Blend 2020 Fund | Undecided | 0.3% | 49 | 99.8% |
| FFBNXFidelity Freedom Blend 2025 Fund | Undecided | 0.3% | 50 | 99.8% |
| FFBPXFidelity Freedom Blend 2030 Fund | Undecided | 0.3% | 50 | 99.8% |
| FFBQXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FFBRXFidelity Freedom Blend 2035 Fund | Undecided | 0.3% | 49 | 99.8% |
| FFBSXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FFBTXFidelity Freedom Blend 2040 Fund | Undecided | 0.3% | 51 | 99.9% |
| FFBUXFidelity Freedom Blend 2045 Fund | Undecided | 0.3% | 50 | 99.8% |
| FFBWXFidelity Freedom Blend 2050 Fund | Undecided | 0.3% | 47 | 99.8% |
| FFBZXFidelity Freedom Blend 2055 Fund | Undecided | 0.4% | 46 | 99.9% |
| FFCBXFidelity Freedom Blend 2060 Fund | Undecided | 0.4% | 45 | 99.9% |
| FFCFXAmerican Funds College 2027 Fund | Undecided | 0.0% | 13 | 99.7% |
| FFCHXFidelity Freedom Blend 2065 Fund | Undecided | 0.4% | 44 | 99.9% |
| FFCMXFidelity Asset Manager 50% | Undecided | 0.3% | 35 | 99.7% |
| FFCTXAmerican Funds College 2027 Fund | Undecided | 0.0% | 13 | 99.7% |
| FFCXX | Undecided | 0.0% | 44 | 1.0% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 214 of 304