30,381 funds screened by look-through to their filed holdings
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Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,381
- Reached a verdict
- 18,514
- Compliant
- 279
- Could not be decided
- 11,867
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| PRJDX | PGIM Jennison Global Opportunities Fund· Prudential World Fund, Inc. | Non-compliant | 42 | 91% |
| PRJIX | T. Rowe Price New Horizons Fund, Inc.· T. ROWE PRICE NEW HORIZONS FUND, INC. | Non-compliant | 431 | 74% |
| PRJPX | T. Rowe Price Japan Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 80 | 83% |
| PRJQX | PGIM Jennison Global Opportunities Fund· Prudential World Fund, Inc. | Non-compliant | 42 | 91% |
| PRJZX | PGIM Jennison Global Opportunities Fund· Prudential World Fund, Inc. | Non-compliant | 42 | 91% |
| PRKAX | PGIM Real Estate Income Fund· Prudential Investment Portfolios 9 | Non-compliant | 38 | 73% |
| PRKCX | PGIM Real Estate Income Fund· Prudential Investment Portfolios 9 | Non-compliant | 38 | 73% |
| PRKIX | T. Rowe Price U.S. Treasury Intermediate Index Fund· T. ROWE PRICE U.S. TREASURY FUNDS, INC. | Non-compliant | 54 | 100% |
| PRKQX | PGIM Real Estate Income Fund· Prudential Investment Portfolios 9 | Non-compliant | 38 | 73% |
| PRKZX | PGIM Real Estate Income Fund· Prudential Investment Portfolios 9 | Non-compliant | 38 | 73% |
| PRLAX | T. Rowe Price Latin America Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 47 | 31% |
| PRLPX | PIMCO Real Return Fund· PIMCO FUNDS | Non-compliant | 1,178 | 79% |
| PRMSX | T. Rowe Price Emerging Markets Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 82 | 66% |
| PRMTX | T. Rowe Price Communications & Technology Fund· T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY FUND, INC. | Non-compliant | 104 | 76% |
| PRN | Invesco Dorsey Wright Industrials Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 47 | 85% |
| PRNCX | T. Rowe Price International Disciplined Equity Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 79 | 61% |
| PRNEX | T. Rowe Price New Era Fund· T. ROWE PRICE NEW ERA FUND, INC. | Non-compliant | 133 | 83% |
| PRNHX | T. Rowe Price New Horizons Fund, Inc.· T. ROWE PRICE NEW HORIZONS FUND, INC. | Non-compliant | 431 | 74% |
| PRNIX | Virtus NFJ Mid-Cap Value Fund· Virtus Investment Trust | Non-compliant | 71 | 89% |
| PRNPX | PIMCO Real Return Fund· PIMCO FUNDS | Non-compliant | 1,178 | 79% |
| PRNT | The 3D Printing ETF· ARK ETF Trust | Non-compliant | 44 | 92% |
| PROVX | Provident Trust Strategy Fund· Provident Mutual Funds, Inc. | Non-compliant | 14 | 77% |
| PRPAX | PGIM Jennison Energy Infrastructure Fund· Prudential Investment Portfolios 18 | Non-compliant | 29 | 81% |
| PRPCX | PGIM Jennison Energy Infrastructure Fund· Prudential Investment Portfolios 18 | Non-compliant | 29 | 81% |
| PRPDX | Permanent Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 186 | 60% |
| PRPFX | Permanent Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 186 | 60% |
| PRPHX | Permanent Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 186 | 60% |
| PRPIX | T. Rowe Price Corporate Income Fund, Inc.· T. ROWE PRICE CORPORATE INCOME FUND, INC. | Non-compliant | 334 | 41% |
| PRPPX | International Equity Fund· Principal Funds, Inc | Non-compliant | 49 | 97% |
| PRPQX | PGIM Jennison Energy Infrastructure Fund· Prudential Investment Portfolios 18 | Non-compliant | 29 | 81% |
| PRPTX | PACE Global Real Estate Securities Investments· PACE SELECT ADVISORS TRUST | Non-compliant | 90 | 92% |
| PRPZX | PGIM Jennison Energy Infrastructure Fund· Prudential Investment Portfolios 18 | Non-compliant | 29 | 81% |
| PRRAX | Real Estate Securities Fund· Principal Funds, Inc | Non-compliant | 44 | 93% |
| PRRCX | Victory Pioneer Equity Premium Income Fund· Victory Portfolios IV | Non-compliant | 160 | 63% |
| PRRDX | PIMCO Real Return Fund· PIMCO FUNDS | Non-compliant | 1,178 | 79% |
| PRRIX | PIMCO Real Return Fund· PIMCO FUNDS | Non-compliant | 1,178 | 79% |
| PRRRX | PIMCO Real Return Fund· PIMCO FUNDS | Non-compliant | 1,178 | 79% |
| PRSAX | T. Rowe Price Global Multi-Sector Bond Fund, Inc.· T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND, INC. | Non-compliant | 677 | 17% |
| PRSD | State Street Short Duration IG Public & Private Credit ETF· SSGA Active Trust | Non-compliant | 137 | 53% |
| PRSIX | T. Rowe Price Spectrum Conservative Allocation Fund· T. ROWE PRICE SPECTRUM FUNDS II, INC. | Non-compliant | 2,118 | 43% |
| PRSNX | T. Rowe Price Global Multi-Sector Bond Fund, Inc.· T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND, INC. | Non-compliant | 621 | 18% |
| PRSRX | Putnam U.S. Research Fund· Putnam Investment Funds | Non-compliant | 198 | 97% |
| PRSVX | T. Rowe Price Small-Cap Value Fund, Inc.· T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | Non-compliant | 416 | 72% |
| PRTBX | Short-Term Treasury Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 8 | 100% |
| PRTCX | PIMCO Real Return Fund· PIMCO FUNDS | Non-compliant | 1,178 | 79% |
| PRTIX | T. Rowe Price U.S. Treasury Intermediate Index Fund· T. ROWE PRICE U.S. TREASURY FUNDS, INC. | Non-compliant | 54 | 100% |
| PRTNX | PIMCO Real Return Fund· PIMCO FUNDS | Non-compliant | 1,178 | 79% |
| PRUAX | PGIM Jennison Utility Fund· Prudential Sector Funds, Inc. | Non-compliant | 31 | 97% |
| PRUFX | T. Rowe Price Growth Stock Fund, Inc.· T. ROWE PRICE GROWTH STOCK FUND, INC. | Non-compliant | 115 | 92% |
| PRUIX | T. Rowe Price Equity Index 500 Fund· T. ROWE PRICE INDEX TRUST, INC. | Non-compliant | 510 | 95% |
| PRULX | T. Rowe Price U.S. Treasury Long-Term Index Fund· T. ROWE PRICE U.S. TREASURY FUNDS, INC. | Non-compliant | 67 | 99% |
| PRUQX | PGIM Jennison Utility Fund· Prudential Sector Funds, Inc. | Non-compliant | 31 | 97% |
| PRUUX | T. Rowe Price U.S. Treasury Long-Term Index Fund· T. ROWE PRICE U.S. TREASURY FUNDS, INC. | Non-compliant | 67 | 99% |
| PRUZX | PGIM Jennison Utility Fund· Prudential Sector Funds, Inc. | Non-compliant | 31 | 97% |
| PRVBX | Versatile Bond Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 48 | 85% |
| PRVDX | Versatile Bond Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 48 | 85% |
| PRVHX | Versatile Bond Portfolio· PERMANENT PORTFOLIO FAMILY OF FUNDS | Non-compliant | 48 | 85% |
| PRVIX | T. Rowe Price Small-Cap Value Fund, Inc.· T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | Non-compliant | 416 | 72% |
| PRVRX | PGIM Quant Solutions Large-Cap Value Fund· Prudential Investment Portfolios 3 | Non-compliant | 272 | 95% |
| PRVS | Parnassus Value Select ETF· Parnassus Funds II | Non-compliant | 27 | 87% |
| PRVT | Tema Listed Private Managers ETF· Tema ETF Trust | Non-compliant | 30 | 86% |
| PRWAX | T. Rowe Price All-Cap Opportunities Fund· T. Rowe Price All-Cap Opportunities Fund, Inc. | Non-compliant | 96 | 85% |
| PRWBX | T. Rowe Price Short-Term Bond Fund, Inc.· T. ROWE PRICE SHORT-TERM BOND FUND, INC. | Non-compliant | 1,027 | 42% |
| PRWCX | T. Rowe Price Capital Appreciation Fund· T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | Non-compliant | 278 | 70% |
| PRWLX | Diversified International Fund· Principal Funds, Inc | Non-compliant | 103 | 97% |
| PRXAX | T. Rowe Price GNMA Fund· T. ROWE PRICE GNMA FUND, INC. | Non-compliant | 609 | 90% |
| PRXEX | T. Rowe Price New Income Fund, Inc.· T. ROWE PRICE NEW INCOME FUND, INC. | Non-compliant | 1,916 | 56% |
| PRXV | Praxis Impact Large Cap Value ETF· Praxis Funds | Non-compliant | 276 | 95% |
| PRZIX | T. Rowe Price Emerging Markets Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 82 | 66% |
| PSAI | Pacer S&P 500 3AI Top 100 ETF· Pacer Funds Trust | Non-compliant | 102 | 94% |
| PSBJX | SmallCap Fund· Principal Funds, Inc | Non-compliant | 109 | 79% |
| PSBMX | SmallCap Fund· Principal Funds, Inc | Non-compliant | 109 | 79% |
| PSBPX | SmallCap Fund· Principal Funds, Inc | Non-compliant | 109 | 79% |
| PSC | Principal U.S. Small-Cap ETF· Principal Exchange-Traded Funds | Non-compliant | 510 | 88% |
| PSCC | Invesco S&P SmallCap Consumer Staples ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 28 | 70% |
| PSCCX | PGIM Jennison Small Company Fund· Prudential Jennison Small Co Fund, Inc. | Non-compliant | 124 | 80% |
| PSCD | Invesco S&P SmallCap Consumer Discretionary ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 91 | 67% |
| PSCE | Invesco S&P SmallCap Energy ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 34 | 78% |
| PSCF | Invesco S&P SmallCap Financials ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 165 | 70% |
| PSCH | Invesco S&P SmallCap Health Care ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 81 | 66% |
| PSCHX | PGIM Jennison Small Company Fund· Prudential Jennison Small Co Fund, Inc. | Non-compliant | 124 | 80% |
| PSCI | Invesco S&P SmallCap Industrials ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 91 | 80% |
| PSCJX | PGIM Jennison Small Company Fund· Prudential Jennison Small Co Fund, Inc. | Non-compliant | 124 | 80% |
| PSCM | Invesco S&P SmallCap Materials ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 27 | 70% |
| PSCNX | Penn Capital Special Situations Small Cap Equity Fund· RBB Fund Trust | Non-compliant | 84 | 74% |
| PSCQX | Penn Capital Special Situations Small Cap Equity Fund· RBB Fund Trust | Non-compliant | 84 | 74% |
| PSCT | Invesco S&P SmallCap Information Technology ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 73 | 75% |
| PSCU | Invesco S&P SmallCap Utilities & Communication Services ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 40 | 67% |
| PSCZX | PGIM Jennison Small Company Fund· Prudential Jennison Small Co Fund, Inc. | Non-compliant | 124 | 80% |
| PSDAX | PIMCO Short Duration Municipal Income Fund· PIMCO FUNDS | Non-compliant | 268 | 7% |
| PSDCX | PIMCO Short Duration Municipal Income Fund· PIMCO FUNDS | Non-compliant | 268 | 7% |
| PSDIX | PIMCO Short Duration Municipal Income Fund· PIMCO FUNDS | Non-compliant | 268 | 7% |
| PSDM | PGIM Short Duration Multi-Sector Bond ETF· PGIM ETF Trust | Non-compliant | 743 | 54% |
| PSDPX | PIMCO Short Duration Municipal Income Fund· PIMCO FUNDS | Non-compliant | 268 | 7% |
| PSDSX | Palmer Square Ultra-Short Duration Investment Grade Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 165 | 26% |
| PSDUX | PIMCO Short Duration Municipal Income Fund· PIMCO FUNDS | Non-compliant | 268 | 7% |
| PSECX | 1789 GROWTH AND INCOME FUND· Pinnacle Capital Management Funds Trust | Non-compliant | 20 | 87% |
| PSEPX | 1789 GROWTH AND INCOME FUND· Pinnacle Capital Management Funds Trust | Non-compliant | 20 | 87% |
| PSET | Principal Quality ETF· Principal Exchange-Traded Funds | Non-compliant | 73 | 96% |
| PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | Non-compliant | 333 | 76% |
30,381 funds · page 134 of 304