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
- 18,530 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 |
|---|---|---|---|---|
| CPIIXInvesco Core Plus Bond Fund | Non-compliant | 30.7% | 2297 | 91.2% |
| CPIRXColumbia Select Corporate Income Fund | Non-compliant | 54.8% | 732 | 44.8% |
| CPITXCounterpoint Tactical Income Fund | Non-compliant | 7.2% | 29 | 91.7% |
| CPLBNYLIM MacKay Core Plus Bond ETF | Non-compliant | 47.5% | 967 | 52.8% |
| CPLSAB Core Plus Bond ETF | Non-compliant | 71.5% | 833 | 28.8% |
| CPOAXMorgan Stanley Insight Fund | Non-compliant | 77.1% | 43 | 23.1% |
| CPOCXMorgan Stanley Insight Fund | Non-compliant | 77.1% | 43 | 23.1% |
| CPODXMorgan Stanley Insight Fund | Non-compliant | 77.1% | 43 | 23.1% |
| CPRRXCohen & Steers Preferred Securities & Income Fund, Inc. | Non-compliant | 76.3% | 295 | 23.5% |
| CPSIXCHANNEL INCOME FUND | Non-compliant | 63.7% | 35 | 36.1% |
| CPTLGlobal X Conscious Companies ETF | Non-compliant | 97.6% | 143 | 2.4% |
| CPTNXGovernment Bond Fund | Non-compliant | 88.3% | 147 | 12.2% |
| CPUAXAAM Insight Select Income Fund | Non-compliant | 44.2% | 503 | 56.7% |
| CPUCXAAM Insight Select Income Fund | Non-compliant | 44.2% | 503 | 56.7% |
| CPUIXAAM Insight Select Income Fund | Non-compliant | 44.2% | 503 | 56.7% |
| CPUYXAAM Insight Select Income Fund | Non-compliant | 44.2% | 503 | 56.7% |
| CPVCXabrdn International Small Cap Fund | Non-compliant | 69.4% | 43 | 30.5% |
| CPXAXCohen & Steers Preferred Securities & Income Fund, Inc. | Non-compliant | 76.3% | 295 | 23.5% |
| CPXCXCohen & Steers Preferred Securities & Income Fund, Inc. | Non-compliant | 76.3% | 295 | 23.5% |
| CPXFXCohen & Steers Preferred Securities & Income Fund, Inc. | Non-compliant | 76.3% | 295 | 23.5% |
| CPXIXCohen & Steers Preferred Securities & Income Fund, Inc. | Non-compliant | 76.3% | 295 | 23.5% |
| CPXRXColumbia Mid Cap Index Fund | Non-compliant | 84.4% | 402 | 15.6% |
| CPXZXCohen & Steers Preferred Securities & Income Fund, Inc. | Non-compliant | 76.3% | 295 | 23.5% |
| CQQQInvesco China Technology ETF | Non-compliant | 70.7% | 183 | 31.4% |
| CRAAXColumbia Adaptive Risk Allocation Fund | Non-compliant | 27.0% | 352 | 76.2% |
| CRACXColumbia Adaptive Risk Allocation Fund | Non-compliant | 27.0% | 352 | 76.2% |
| CRADXColumbia Adaptive Risk Allocation Fund | Non-compliant | 27.0% | 352 | 76.2% |
| CRAIXCCM Community Impact Bond Fund | Non-compliant | 76.1% | 2569 | 23.9% |
| CRAKVanEck Oil Refiners ETF | Non-compliant | 94.9% | 25 | 5.1% |
| CRANXCCM Community Impact Bond Fund | Non-compliant | 76.1% | 2569 | 23.9% |
| CRARXNYLIM CBRE Real Estate Fund | Non-compliant | 85.0% | 45 | 15.0% |
| CRATXCCM Community Impact Bond Fund | Non-compliant | 76.1% | 2569 | 23.9% |
| CRAZXColumbia Adaptive Risk Allocation Fund | Non-compliant | 27.0% | 352 | 76.2% |
| CRBNiShares Low Carbon Optimized MSCI ACWI ETF | Non-compliant | 93.6% | 1116 | 6.5% |
| CRBRXColumbia Acorn Fund | Non-compliant | 85.0% | 95 | 15.0% |
| CRBSXCatholic Responsible Investments Bond Fund | Non-compliant | 61.4% | 1546 | 40.5% |
| CRBVXCatholic Responsible Investments Bond Fund | Non-compliant | 61.4% | 1546 | 40.5% |
| CRBYXColumbia Acorn Fund | Non-compliant | 85.0% | 95 | 15.0% |
| CRCBXCarillon Reams Core Bond Fund | Non-compliant | 45.0% | 265 | 58.0% |
| CRCDXCarillon Reams Core Bond Fund | Non-compliant | 45.0% | 265 | 58.0% |
| CRCRXNYLIM CBRE Real Estate Fund | Non-compliant | 85.0% | 45 | 15.0% |
| CRCUXCarillon Reams Core Bond Fund | Non-compliant | 45.0% | 265 | 58.0% |
| CRDRXColumbia Adaptive Risk Allocation Fund | Non-compliant | 27.0% | 352 | 76.2% |
| CRDSXCatholic Responsible Investments Short Duration Bond Fund | Non-compliant | 54.6% | 487 | 55.3% |
| CRDTSimplify Opportunistic Income ETF | Non-compliant | 53.5% | 46 | 45.5% |
| CRDYXWisdomTree Private Credit and Alternative Income Digital Fund | Non-compliant | 43.5% | 31 | 55.7% |
| CREAXColumbia Real Estate Equity Fund | Non-compliant | 90.8% | 78 | 9.2% |
| CREDColumbia Research Enhanced Real Estate ETF | Non-compliant | 87.6% | 65 | 12.3% |
| CREEXColumbia Real Estate Equity Fund | Non-compliant | 90.8% | 78 | 9.2% |
| CREFXCohen & Steers Real Estate Securities Fund | Non-compliant | 90.4% | 59 | 9.7% |
| CREHXColumbia Real Estate Equity Fund | Non-compliant | 90.8% | 78 | 9.2% |
| CREYXColumbia Real Estate Equity Fund | Non-compliant | 90.8% | 78 | 9.2% |
| CRFCornerstone Total Return Fund, Inc. | Non-compliant | 89.8% | 101 | 10.2% |
| CRFAXCalvert Focused Value Fund | Non-compliant | 94.3% | 30 | 5.7% |
| CRFCXCalvert Focused Value Fund | Non-compliant | 94.3% | 30 | 5.7% |
| CRFIXCalvert Focused Value Fund | Non-compliant | 94.3% | 30 | 5.7% |
| CRFRXCalvert Focused Value Fund | Non-compliant | 94.3% | 30 | 5.7% |
| CRHSXCatholic Responsible Investments Ultra Short Bond Fund | Non-compliant | 45.1% | 156 | 55.2% |
| CRIAXCRM SMALL/MID CAP VALUE FUND | Non-compliant | 85.7% | 45 | 14.9% |
| CRIBRussell Investments Global Real Estate ETF | Non-compliant | 90.7% | 95 | 9.3% |
| CRIEXCRM ALL CAP VALUE FUND | Non-compliant | 85.6% | 47 | 15.0% |
| CRIMXCRM MID CAP VALUE FUND | Non-compliant | 85.7% | 49 | 14.6% |
| CRIRXColumbia Acorn International Select | Non-compliant | 94.1% | 61 | 5.9% |
| CRISXCRM SMALL CAP VALUE FUND | Non-compliant | 82.8% | 47 | 17.8% |
| CRIYXColumbia Select Corporate Income Fund | Non-compliant | 54.8% | 732 | 44.8% |
| CRLSXCatholic Responsible Investments International Equity Fund | Non-compliant | 83.9% | 374 | 16.2% |
| CRLVXCatholic Responsible Investments International Equity Fund | Non-compliant | 83.9% | 374 | 16.2% |
| CRMAXCRM SMALL/MID CAP VALUE FUND | Non-compliant | 85.7% | 45 | 14.9% |
| CRMEXCRM ALL CAP VALUE FUND | Non-compliant | 85.6% | 47 | 15.0% |
| CRMMXCRM MID CAP VALUE FUND | Non-compliant | 85.7% | 49 | 14.6% |
| CRMSXCRM SMALL CAP VALUE FUND | Non-compliant | 82.8% | 47 | 17.8% |
| CRNSXCatholic Responsible Investments International Small-Cap Fund | Non-compliant | 71.3% | 531 | 30.5% |
| CROSXCatholic Responsible Investments Opportunistic Bond Fund | Non-compliant | 40.7% | 446 | 59.2% |
| CROVXCatholic Responsible Investments Opportunistic Bond Fund | Non-compliant | 40.7% | 446 | 59.2% |
| CRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF | Non-compliant | 55.0% | 24 | 47.9% |
| CRQSXCatholic Responsible Investments Equity Index Fund | Non-compliant | 98.1% | 430 | 1.9% |
| CRRRXColumbia Small Cap Value and Inflection Fund | Non-compliant | 80.4% | 102 | 19.5% |
| CRRVXColumbia Real Estate Equity Fund | Non-compliant | 90.8% | 78 | 9.2% |
| CRRYXColumbia Small Cap Value and Inflection Fund | Non-compliant | 80.4% | 102 | 19.5% |
| CRSAXCantor Fitzgerald Commodity Return Strategy Fund | Non-compliant | 75.3% | 93 | 24.5% |
| CRSCXCantor Fitzgerald Commodity Return Strategy Fund | Non-compliant | 75.3% | 93 | 24.5% |
| CRSOXCantor Fitzgerald Commodity Return Strategy Fund | Non-compliant | 75.3% | 93 | 24.5% |
| CRSSXCatholic Responsible Investments Small-Mid Cap Equity Fund | Non-compliant | 75.2% | 270 | 26.0% |
| CRTCXtrackers US National Critical Technologies ETF | Non-compliant | 98.1% | 219 | 1.9% |
| CRTSXCatholic Responsible Investments Multi-Style US Equity Fund | Non-compliant | 95.2% | 418 | 4.8% |
| CRTVXCatholic Responsible Investments Multi-Style US Equity Fund | Non-compliant | 95.2% | 418 | 4.8% |
| CRUXColumbia Core Bond ETF | Non-compliant | 50.0% | 478 | 52.8% |
| CRVRXNYLIM CBRE Real Estate Fund | Non-compliant | 85.0% | 45 | 15.0% |
| CRWLGraniteShares 2x Long CRWD Daily ETF | Non-compliant | 70.4% | 2 | 199.9% |
| CRXPColumbia Core Plus Bond ETF | Non-compliant | 43.3% | 138 | 64.1% |
| CSAAXMast Managed Futures Strategy Fund | Non-compliant | 25.3% | 57 | 68.5% |
| CSACXMast Managed Futures Strategy Fund | Non-compliant | 25.3% | 57 | 68.5% |
| CSAIXMast Managed Futures Strategy Fund | Non-compliant | 25.3% | 57 | 68.5% |
| CSAZXColumbia Global Opportunities Fund | Non-compliant | 51.8% | 484 | 49.2% |
| CSBVictoryShares US Small Cap High Div Volatility Wtd ETF | Non-compliant | 77.6% | 105 | 23.4% |
| CSBCXCalvert Bond Fund | Non-compliant | 62.3% | 489 | 43.1% |
| CSBIXCromwell Balanced Fund | Non-compliant | 93.8% | 74 | 6.2% |
| CSBNXCromwell Balanced Fund | Non-compliant | 93.8% | 74 | 6.2% |
| CSBYXColumbia Short Term Bond Fund | Non-compliant | 22.0% | 597 | 78.3% |
| CSCCXCalvert Small Cap Fund | Non-compliant | 86.2% | 69 | 13.8% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 30 of 304