30,381 funds screened by look-through to their filed holdings
Browse
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
- 18,517
- Compliant
- 279
- Could not be decided
- 11,864
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 |
|---|---|---|---|---|
| PSET | Principal Quality ETF· Principal Exchange-Traded Funds | Non-compliant | 73 | 96% |
| PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | Non-compliant | 333 | 76% |
| PSFAX | PIMCO Short-Term Fund· PIMCO FUNDS | Non-compliant | 1,322 | 49% |
| PSFIX | Virtus Newfleet Senior Floating Rate Fund· Virtus Opportunities Trust | Non-compliant | 287 | 6% |
| PSFRX | Virtus Newfleet Senior Floating Rate Fund· Virtus Opportunities Trust | Non-compliant | 287 | 6% |
| PSFTX | PACE Strategic Fixed Income Investments· PACE SELECT ADVISORS TRUST | Non-compliant | 1,835 | 40% |
| PSFYX | PACE Strategic Fixed Income Investments· PACE SELECT ADVISORS TRUST | Non-compliant | 1,835 | 40% |
| PSGAX | Virtus KAR Small-Cap Growth Fund· Virtus Equity Trust | Non-compliant | 27 | 85% |
| PSGCX | Virtus KAR Small-Cap Growth Fund· Virtus Equity Trust | Non-compliant | 27 | 85% |
| PSGIX | BlackRock Advantage Small Cap Growth Fund· BlackRock Funds | Non-compliant | 609 | 77% |
| PSGQX | PGIM Jennison Focused Growth Fund· Prudential Investment Portfolios 3 | Non-compliant | 37 | 98% |
| PSGRX | Putnam Small Cap Growth Fund· Putnam Funds Trust | Non-compliant | 110 | 76% |
| PSH | PGIM Short Duration High Yield ETF· PGIM ETF Trust | Non-compliant | 461 | 36% |
| PSHAX | PIMCO Short-Term Fund· PIMCO FUNDS | Non-compliant | 1,322 | 49% |
| PSHIX | Short-Term Income Fund· Principal Funds, Inc | Non-compliant | 466 | 42% |
| PSHNX | Penn Capital Short Duration High Income Fund· RBB Fund Trust | Non-compliant | 89 | 39% |
| PSHYX | Victory Pioneer Short Term Income Fund· Victory Portfolios IV | Non-compliant | 722 | 38% |
| PSIAX | PGIM Quant Solutions Large-Cap Index Fund· Prudential Investment Portfolios 8 | Non-compliant | 507 | 96% |
| PSIBX | Putnam Diversified Income Trust | Non-compliant | 1,047 | 43% |
| PSICX | PGIM Quant Solutions Large-Cap Index Fund· Prudential Investment Portfolios 8 | Non-compliant | 507 | 96% |
| PSIFX | PGIM Quant Solutions Large-Cap Index Fund· Prudential Investment Portfolios 8 | Non-compliant | 507 | 96% |
| PSIJX | SmallCap Growth Fund I· Principal Funds, Inc | Non-compliant | 1,220 | 78% |
| PSIL | AdvisorShares Psychedelics ETF· AdvisorShares Trust | Non-compliant | 32 | 51% |
| PSIOX | Short-Term Income Fund· Principal Funds, Inc | Non-compliant | 466 | 42% |
| PSIQX | Short-Term Income Fund· Principal Funds, Inc | Non-compliant | 466 | 42% |
| PSJIX | Short-Term Income Fund· Principal Funds, Inc | Non-compliant | 466 | 42% |
| PSK | State Street(R) SPDR(R) ICE Preferred Securities ETF· SPDR SERIES TRUST | Non-compliant | 164 | 70% |
| PSKCX | Virtus KAR Mid-Cap Growth Fund· Virtus Equity Trust | Non-compliant | 31 | 91% |
| PSL | Invesco Dorsey Wright Consumer Staples Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 50 | 75% |
| PSLAX | Putnam Small Cap Value Fund· Putnam Investment Funds | Non-compliant | 124 | 69% |
| PSLBX | Putnam Small Cap Value Fund· Putnam Investment Funds | Non-compliant | 128 | 75% |
| PSLCX | Putnam Small Cap Value Fund· Putnam Investment Funds | Non-compliant | 124 | 69% |
| PSLIX | SmallCap Fund· Principal Funds, Inc | Non-compliant | 109 | 79% |
| PSMIX | Global Multi-Strategy Fund· Principal Funds, Inc | Non-compliant | 3,163 | 46% |
| PSMJX | SmallCap Value Fund II· Principal Funds, Inc | Non-compliant | 1,537 | 80% |
| PSMKX | Victory Pioneer Select Mid Cap Growth Fund· Victory Portfolios IV | Non-compliant | 82 | 92% |
| PSMLX | SmallCap Fund· Principal Funds, Inc | Non-compliant | 109 | 79% |
| PSMVX | SmallCap Value Fund II· Principal Funds, Inc | Non-compliant | 1,537 | 80% |
| PSOAX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| PSOPX | JPMorgan Small Cap Value Fund· JPMorgan Trust II | Non-compliant | 496 | 76% |
| PSP | Invesco Global Listed Private Equity ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 69 | 63% |
| PSPFX | USGI GLOBAL RESOURCES FUND· U.S. GLOBAL INVESTORS FUNDS | Non-compliant | 111 | 56% |
| PSPIX | SmallCap S&P 600 Index Fund· Principal Funds, Inc | Non-compliant | 608 | 86% |
| PSPJX | LargeCap S&P 500 Index Fund· Principal Funds, Inc | Non-compliant | 506 | 98% |
| PSQGX | Port Street Quality Growth Fund· Managed Portfolio Series | Non-compliant | 26 | 37% |
| PSR | Invesco Active U.S. Real Estate ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 34 | 85% |
| PSRAX | Victory Pioneer Strategic Income Fund· Victory Portfolios IV | Non-compliant | 1,315 | 48% |
| PSRCX | Victory Pioneer Strategic Income Fund· Victory Portfolios IV | Non-compliant | 1,315 | 48% |
| PSRDX | PIMCO Low Duration Credit Fund· PIMCO FUNDS | Non-compliant | 448 | 21% |
| PSRIX | PIMCO Low Duration Credit Fund· PIMCO FUNDS | Non-compliant | 448 | 21% |
| PSRPX | PIMCO Low Duration Credit Fund· PIMCO FUNDS | Non-compliant | 448 | 21% |
| PSRWX | PIMCO Low Duration Credit Fund· PIMCO FUNDS | Non-compliant | 448 | 21% |
| PSRZX | PIMCO Low Duration Credit Fund· PIMCO FUNDS | Non-compliant | 448 | 21% |
| PSSIX | SmallCap S&P 600 Index Fund· Principal Funds, Inc | Non-compliant | 608 | 86% |
| PSSJX | SmallCap S&P 600 Index Fund· Principal Funds, Inc | Non-compliant | 608 | 86% |
| PSSMX | SmallCap S&P 600 Index Fund· Principal Funds, Inc | Non-compliant | 608 | 86% |
| PSSPX | SmallCap S&P 600 Index Fund· Principal Funds, Inc | Non-compliant | 608 | 86% |
| PSSRX | PGIM Jennison Financial Services Fund· Prudential Sector Funds, Inc. | Non-compliant | 34 | 77% |
| PSTAX | Virtus KAR Capital Growth Fund· Virtus Equity Trust | Non-compliant | 29 | 98% |
| PSTCX | Virtus Newfleet Multi-Sector Short Term Bond Fund· Virtus Opportunities Trust | Non-compliant | 922 | 28% |
| PSTPX | Palmer Square Income Plus Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 439 | 31% |
| PSTQX | PGIM Short-Term Corporate Bond Fund· Prudential Short-Term Corporate Bond Fund, Inc. | Non-compliant | 651 | 56% |
| PSVDX | PGIM Quant Solutions Small-Cap Value Fund· Target Portfolio Trust | Non-compliant | 424 | 82% |
| PSVIX | Virtus NFJ Small-Cap Value Fund· Virtus Investment Trust | Non-compliant | 78 | 86% |
| PSVKX | PGIM Quant Solutions Small-Cap Value Fund· Target Portfolio Trust | Non-compliant | 424 | 82% |
| PSWD | Xtrackers Cybersecurity Select Equity ETF· DBX ETF Trust | Non-compliant | 55 | 92% |
| PSYPX | Palmer Square Income Plus Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 439 | 31% |
| PTA | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | Non-compliant | 290 | 78% |
| PTAOX | Performance Trust Total Return Bond Fund· Trust for Professional Managers | Non-compliant | 1,851 | 27% |
| PTATX | T. Rowe Price Total Return Fund· T. ROWE PRICE TOTAL RETURN FUND, INC. | Non-compliant | 1,544 | 50% |
| PTBD | Pacer Trendpilot US Bond ETF· Pacer Funds Trust | Non-compliant | 992 | 26% |
| PTCOX | Performance Trust Total Return Bond Fund· Trust for Professional Managers | Non-compliant | 1,851 | 27% |
| PTCRX | Performance Trust Multisector Bond Fund· Trust for Professional Managers | Non-compliant | 399 | 28% |
| PTEU | Pacer Trendpilot European Index ETF· Pacer Funds Trust | Non-compliant | 289 | 92% |
| PTEZX | PGIM Quant Solutions Large-Cap Core Fund· Prudential Investment Portfolios 9 | Non-compliant | 182 | 97% |
| PTH | Invesco Dorsey Wright Healthcare Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 57 | 50% |
| PTHIX | BNY Mellon High Yield Fund· BNY Mellon Investment Funds III | Non-compliant | 305 | 21% |
| PTIAX | Performance Trust Total Return Bond Fund· Trust for Professional Managers | Non-compliant | 1,851 | 27% |
| PTIMX | Performance Trust Municipal Bond Fund· Trust for Professional Managers | Non-compliant | 226 | 5% |
| PTIN | Pacer Trendpilot International ETF· Pacer Funds Trust | Non-compliant | 501 | 92% |
| PTIR | GraniteShares 2x Long PLTR Daily ETF· GraniteShares ETF Trust | Non-compliant | 6 | 36% |
| PTKIX | T. Rowe Price Total Return Fund· T. ROWE PRICE TOTAL RETURN FUND, INC. | Non-compliant | 1,544 | 50% |
| PTL | Inspire 500 ETF· Northern Lights Fund Trust IV | Non-compliant | 484 | 95% |
| PTLC | Pacer Trendpilot US Large Cap ETF· Pacer Funds Trust | Non-compliant | 506 | 95% |
| PTMAX | PGIM Quant Solutions Large-Cap Core Fund· Prudential Investment Portfolios 9 | Non-compliant | 182 | 97% |
| PTMC | Pacer Trendpilot US Mid Cap ETF· Pacer Funds Trust | Non-compliant | 402 | 75% |
| PTMCX | PGIM Quant Solutions Large-Cap Core Fund· Prudential Investment Portfolios 9 | Non-compliant | 182 | 97% |
| PTMQX | PGIM Quant Solutions Large-Cap Core Fund· Prudential Investment Portfolios 9 | Non-compliant | 182 | 97% |
| PTPPX | International Equity Fund· Principal Funds, Inc | Non-compliant | 49 | 97% |
| PTRAX | PIMCO Total Return Fund· PIMCO FUNDS | Non-compliant | 7,122 | 53% |
| PTRB | PGIM Total Return Bond ETF· PGIM ETF Trust | Non-compliant | 1,288 | 55% |
| PTRMX | Performance Trust Municipal Bond Fund· Trust for Professional Managers | Non-compliant | 226 | 5% |
| PTRQX | PGIM Total Return Bond Fund· Prudential Investment Portfolios, Inc. 17 | Non-compliant | 2,962 | 48% |
| PTSGX | Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund· Touchstone Funds Group Trust | Non-compliant | 32 | 93% |
| PTSHX | PIMCO Short-Term Fund· PIMCO FUNDS | Non-compliant | 1,322 | 49% |
| PTSNX | PIMCO Short-Term Fund· PIMCO FUNDS | Non-compliant | 1,322 | 49% |
| PTSPX | PIMCO Short-Term Fund· PIMCO FUNDS | Non-compliant | 1,322 | 49% |
| PTSRX | PIMCO Short-Term Fund· PIMCO FUNDS | Non-compliant | 1,322 | 49% |
| PTTAX | PIMCO Total Return Fund· PIMCO FUNDS | Non-compliant | 7,122 | 53% |
| PTTCX | PIMCO Total Return Fund· PIMCO FUNDS | Non-compliant | 7,122 | 53% |
30,381 funds · page 135 of 304