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
- 30,377 Every fund the look-through has a record for
- Carry a decided verdict
- 18,530 The rest could not be covered well enough to decide
- Compliant
- 277 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 |
|---|---|---|---|---|
| FSXAXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXBXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXCXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXDXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXEXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXFXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXHXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXJXFidelity Sustainable Target Date 2030 Fund | Undecided | 0.0% | 8 | 99.9% |
| FSXKXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXLXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXNXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXOXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXQXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXRXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXTXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXUXFidelity Sustainable Target Date 2035 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXVXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXWXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXXX | Undecided | 0.0% | 1022 | 1.0% |
| FSXYXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSXZXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSYBXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSYDXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSYFXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSYGXFidelity Sustainable Target Date 2040 Fund | Undecided | 0.0% | 7 | 100.0% |
| FSYHXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYLXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYOXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYPXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYQXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYSXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYUXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYVXFidelity Sustainable Target Date 2045 Fund | Undecided | 0.0% | 6 | 100.0% |
| FSYWXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSYYXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSYZXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZAXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZBXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZCXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZFXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZGXFidelity Sustainable Target Date 2050 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZHXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZJXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZKXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZLXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZMXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZNXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZQXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZRXFidelity Sustainable Target Date 2055 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZSXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZTXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZVXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZWXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FSZYXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTAAXFidelity Asset Manager 30% | Undecided | 0.3% | 38 | 99.7% |
| FTABXFidelity Tax-Free Bond Fund | Undecided | 0.0% | 1266 | 101.4% |
| FTAFXFidelity Advisor Freedom Retirement Fund | Undecided | 0.3% | 46 | 99.8% |
| FTAGXWESTWOOD BROADMARK TACTICAL GROWTH FUND | Undecided | 0.0% | 9 | 100.0% |
| FTANXFidelity Asset Manager 30% | Undecided | 0.3% | 38 | 99.7% |
| FTAOXAmerican Funds College Enrollment Fund | Undecided | 0.0% | 6 | 99.7% |
| FTASXFidelity Asset Manager 70% | Undecided | 0.1% | 32 | 99.9% |
| FTAWXFidelity Asset Manager 20% | Undecided | 0.3% | 32 | 99.6% |
| FTAX | Undecided | 0.0% | — | — |
| FTAXX | Undecided | 0.0% | 44 | 1.0% |
| FTAZXFranklin Arizona Tax-Free Income Fund | Undecided | 0.0% | 152 | 98.0% |
| FTBIFirst Trust Balanced Income ETF | Undecided | 0.0% | 14 | 100.0% |
| FTCA | Undecided | 0.0% | — | — |
| FTCFXAmerican Funds College 2033 Fund | Undecided | 0.0% | 19 | 99.8% |
| FTCLXFranklin Corefolio Allocation Fund | Undecided | 0.0% | 5 | 100.1% |
| FTCOXFranklin Corefolio Allocation Fund | Undecided | 0.0% | 5 | 100.1% |
| FTCWXFidelity Asset Manager 20% | Undecided | 0.3% | 32 | 99.6% |
| FTCXX | Undecided | 0.0% | 1022 | 1.0% |
| FTDHXAmerican Funds College 2039 Fund | Undecided | 0.0% | 19 | 99.9% |
| FTDLXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTDWXFidelity Asset Manager 20% | Undecided | 0.3% | 32 | 99.6% |
| FTDXX | Undecided | 64.9% | 98 | 0.4% |
| FTEXX | Undecided | 0.0% | 610 | 1.0% |
| FTFCXAmerican Funds College 2030 Fund | Undecided | 0.0% | 14 | 99.8% |
| FTFEXFidelity Advisor Freedom 2030 Fund | Undecided | 0.3% | 48 | 99.8% |
| FTFFXFidelity Advisor Freedom 2040 Fund | Undecided | 0.3% | 48 | 99.9% |
| FTFMXFidelity New York Municipal Income Fund | Undecided | 0.0% | 450 | 99.8% |
| FTFQXFranklin California Tax-Free Income Fund | Undecided | 0.0% | 1130 | 99.9% |
| FTFXX | Undecided | 3.3% | 161 | 1.0% |
| FTFZXFranklin Federal Limited-Term Tax-Free Income Fund | Undecided | 0.0% | 357 | 99.3% |
| FTG | Undecided | 0.0% | — | — |
| FTGAXFranklin Georgia Tax-Free Income Fund | Undecided | 0.0% | 103 | 98.8% |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | Undecided | 34.4% | 32 | 63.2% |
| FTGKXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTGNXFidelity Sustainable Target Date 2060 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTGOXWESTWOOD BROADMARK TACTICAL GROWTH FUND | Undecided | 0.0% | 9 | 100.0% |
| FTGPXFidelity Sustainable Target Date 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTGTXFranklin Growth Allocation Fund | Undecided | 2.4% | 23 | 100.9% |
| FTGUXFidelity Sustainable Target Date 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTGWXWESTWOOD BROADMARK TACTICAL GROWTH FUND | Undecided | 0.0% | 9 | 100.0% |
| FTGXX | Undecided | 40.6% | 428 | 0.6% |
| FTGYXFidelity Sustainable Target Date 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTGZXFidelity Sustainable Target Date 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTHBXFidelity Sustainable Target Date 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTHDXFidelity Sustainable Target Date 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
| FTHGXFidelity Sustainable Target Date 2065 Fund | Undecided | 0.0% | 5 | 100.0% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 223 of 304