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
- 18,541 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 |
|---|---|---|---|---|
| FRQKXFidelity Managed Retirement 2010 Fund | Undecided | 0.0% | 33 | 99.8% |
| FRQXX | Undecided | 0.0% | 1 | 1.0% |
| FRRXX | Undecided | 0.0% | 1 | 1.0% |
| FRSXX | Undecided | 100.0% | 60 | 0.0% |
| FRUT | Undecided | 0.0% | — | — |
| FRVAXFranklin Virginia Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.9% |
| FRVRXFranklin Virginia Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.9% |
| FRVZXFranklin Virginia Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.9% |
| FRYBX50% Allocation Fund | Undecided | 0.0% | 4 | 99.9% |
| FSAAXFidelity Asset Manager 60% | Undecided | 0.1% | 35 | 99.9% |
| FSABXFidelity SAI Municipal Bond Index Fund | Undecided | 0.0% | 969 | 99.1% |
| FSAJXFidelity SAI Tax-Free Bond Fund | Undecided | 0.0% | 1826 | 100.9% |
| FSANXFidelity Asset Manager 60% | Undecided | 0.1% | 35 | 99.9% |
| FSATXFidelity Asset Manager 60% | Undecided | 0.1% | 35 | 99.9% |
| FSAZXFidelity Arizona Municipal Income Fund | Undecided | 0.0% | 134 | 98.9% |
| FSBDFidelity Sustainable Core Plus Bond ETF | Undecided | 69.9% | 522 | 35.6% |
| FSBXX | Undecided | 0.0% | 446 | 1.0% |
| FSCNXFidelity Asset Manager 60% | Undecided | 0.1% | 35 | 99.9% |
| FSDMX | Undecided | 0.0% | — | — |
| FSECFidelity Investment Grade Securitized ETF | Undecided | 64.1% | 1106 | 59.3% |
| FSEDXFidelity Series Emerging Markets Debt Local Currency Fund | Undecided | 0.6% | 266 | 98.1% |
| FSGXX | Undecided | 6.3% | 285 | 0.9% |
| FSHAXNuveen Short Term Municipal Bond Fund | Undecided | 0.0% | 378 | 102.2% |
| FSHIXFederated Hermes Short-Intermediate Municipal Fund | Undecided | 0.0% | 214 | 99.7% |
| FSHSXFederated Hermes Short-Intermediate Municipal Fund | Undecided | 0.0% | 214 | 99.7% |
| FSHYXNuveen Short Term Municipal Bond Fund | Undecided | 0.0% | 378 | 102.2% |
| FSIKXFidelity Sustainable Intermediate Municipal Income Fund | Undecided | 0.0% | 273 | 101.7% |
| FSIXX | Undecided | 100.0% | 60 | 0.0% |
| FSJHXFidelity Stock Selector Fund | Undecided | 0.0% | 2 | 100.1% |
| FSJQX | Undecided | 0.0% | — | — |
| FSJXX | Undecided | 0.0% | 143 | 1.0% |
| FSKKXFranklin Alternative Strategies Fund | Undecided | 58.1% | 6270 | 57.7% |
| FSKXX | Undecided | 0.0% | 143 | 1.0% |
| FSLEX | Undecided | 0.0% | — | — |
| FSLTXStrategic Advisers Alternatives Fund | Undecided | 3.1% | 894 | 96.7% |
| FSLX | Undecided | 0.0% | — | — |
| FSMBFirst Trust Short Duration Managed Municipal ETF | Undecided | 0.6% | 551 | 98.4% |
| FSMJXFidelity SAI Conservative Income Municipal Bond Fund | Undecided | 0.0% | 441 | 103.4% |
| FSMMXFS Multi-Strategy Alternatives Fund | Undecided | 50.5% | 670 | 258.9% |
| FSMNXFidelity SAI Municipal Income Fund | Undecided | 0.0% | 1779 | 100.6% |
| FSMOXFidelity SAI Investment Grade Securitized Fund | Undecided | 67.3% | 1532 | 54.5% |
| FSMSXFS Multi-Strategy Alternatives Fund | Undecided | 50.5% | 670 | 258.9% |
| FSMUXStrategic Advisers Municipal Bond Fund | Undecided | 0.0% | 6869 | 99.8% |
| FSNIXFidelity Asset Manager 60% | Undecided | 0.1% | 35 | 99.9% |
| FSNKXFidelity Freedom 2010 Fund | Undecided | 0.3% | 47 | 99.8% |
| FSNLXFidelity Freedom 2015 Fund | Undecided | 0.3% | 47 | 99.8% |
| FSNOXFidelity Freedom 2020 Fund | Undecided | 0.3% | 48 | 99.8% |
| FSNPXFidelity Freedom 2025 Fund | Undecided | 0.3% | 50 | 99.8% |
| FSNQXFidelity Freedom 2030 Fund | Undecided | 0.3% | 50 | 99.8% |
| FSNUXFidelity Freedom 2035 Fund | Undecided | 0.3% | 50 | 99.8% |
| FSNVXFidelity Freedom 2040 Fund | Undecided | 0.3% | 49 | 99.9% |
| FSNXX | Undecided | 0.0% | 454 | 1.0% |
| FSNZXFidelity Freedom 2045 Fund | Undecided | 0.3% | 50 | 99.9% |
| FSOL | Undecided | 0.0% | — | — |
| FSOXX | Undecided | 6.3% | 285 | 0.9% |
| FSPC | Undecided | 0.0% | — | — |
| FSPXX | Undecided | 0.0% | 446 | 1.0% |
| FSRLXFS Chiron Real Development Fund | Undecided | 0.0% | — | — |
| FSRMXFidelity Simplicity RMD 2030 Fund | Undecided | 0.0% | — | — |
| FSRXX | Undecided | 62.4% | 158 | 0.4% |
| FSSFXFidelity Advisor Series Small Cap Fund | Undecided | 0.0% | — | — |
| FSSKXFidelity Stock Selector Fund | Undecided | 0.0% | 2 | 100.1% |
| FSSLFS Specialty Lending Fund | Undecided | 1.9% | 164 | 130.8% |
| FSTFXFidelity Limited Term Municipal Income Fund | Undecided | 0.0% | 971 | 100.2% |
| FSTGXFidelity Intermediate Government Income Fund | Undecided | 85.2% | 177 | 15.8% |
| FSTQXFidelity Series International Developed Markets Bond Index Fund | Undecided | 0.8% | 715 | 98.6% |
| FSUDXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUEXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUFXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUHXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUJXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSULXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUOXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUWXFidelity Sustainable Target Date Retirement Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUYXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSUZXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVCXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVEXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVGXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVHXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVKXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVMXFidelity Sustainable Target Date 2010 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVNXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVOXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVPXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVTXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVUXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVWXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSVZXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWBXFidelity Sustainable Target Date 2015 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWDXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWEXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWGXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWHXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWJXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWKXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWMXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWNXFidelity Sustainable Target Date 2020 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWOXFidelity Sustainable Target Date 2025 Fund | Undecided | 0.0% | 9 | 99.9% |
| FSWQXFidelity Sustainable Target Date 2025 Fund | Undecided | 0.0% | 9 | 99.9% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 222 of 304