30,379 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
- 30,379
- Reached a verdict
- 18,515
- Compliant
- 274
- 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 |
|---|---|---|---|---|
| RAPFX | Cohen & Steers Real Assets Fund, Inc. | Non-compliant | 399 | 80% |
| RAPIX | Cohen & Steers Real Assets Fund, Inc. | Non-compliant | 399 | 80% |
| RAPRX | Cohen & Steers Real Assets Fund, Inc. | Non-compliant | 399 | 80% |
| RAPZX | Cohen & Steers Real Assets Fund, Inc. | Non-compliant | 399 | 80% |
| RASFX | DWS RREEF Completion Fund I· DEUTSCHE DWS MARKET TRUST | Non-compliant | 52 | 88% |
| RAUS | RACWI US ETF· EA Series Trust | Non-compliant | 518 | 98% |
| RAVI | FlexShares Ultra-Short Income Fund· FlexShares Trust | Non-compliant | 246 | 54% |
| RAYC | Rayliant Quantamental China Equity ETF· ADVISORS' INNER CIRCLE III | Non-compliant | 74 | 74% |
| RAYJ | Rayliant SMDAM Japan Equity ETF· ADVISORS' INNER CIRCLE III | Non-compliant | 35 | 100% |
| RAZAX | Multi-Asset Strategy Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,272 | 73% |
| RAZCX | Multi-Asset Strategy Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,272 | 73% |
| RBAIX | T. Rowe Price Balanced Fund, Inc. | Non-compliant | 1,820 | 74% |
| RBCGX | Reynolds Blue Chip Growth Fund· Reynolds Funds Inc | Non-compliant | 132 | 74% |
| RBCIX | RBC China Equity Fund· RBC Funds Trust | Non-compliant | 84 | 81% |
| RBCRX | RBC China Equity Fund· RBC Funds Trust | Non-compliant | 84 | 81% |
| RBEBX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBFAX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBFBX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBFCX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBFEX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBFFX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBFGX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBFHX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| RBIAX | RBC BlueBay Strategic Income Fund· RBC Funds Trust | Non-compliant | 257 | 35% |
| RBIL | F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF· RBB Fund, Inc. | Non-compliant | 5 | 100% |
| RBLD | First Trust Alerian U.S. NextGen Infrastructure ETF· First Trust Exchange-Traded Fund II | Non-compliant | 103 | 97% |
| RBOAX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| RBOBX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| RBOCX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| RBOEX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| RBOFX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| RBOGX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| RBOHX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| RBSIX | RBC BlueBay Strategic Income Fund· RBC Funds Trust | Non-compliant | 257 | 35% |
| RBSRX | RBC BlueBay Strategic Income Fund· RBC Funds Trust | Non-compliant | 257 | 35% |
| RCBAX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCBBX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCBCX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCBDX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCBEX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCBFX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCBGX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCBHX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| RCEAX | RBC China Equity Fund· RBC Funds Trust | Non-compliant | 84 | 81% |
| RCEBX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RCEEX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| RCEYX | Victory RS Large Cap Alpha Fund· Victory Portfolios | Non-compliant | 53 | 93% |
| RCG | RENN Fund, Inc.· RENN FUND, INC. | Non-compliant | 69 | 68% |
| RCGE | RockCreek Global Equality ETF· EA Series Trust | Non-compliant | 203 | 94% |
| RCGHX | Virtus KAR Health Sciences Fund· Virtus Investment Trust | Non-compliant | 24 | 96% |
| RCIRX | Regan Total Return Income Fund· Advisor Managed Portfolios | Non-compliant | 2,263 | 43% |
| RCKSX | ROCK OAK CORE GROWTH FUND· Oak Associates Funds | Non-compliant | 34 | 89% |
| RCLIX | T. Rowe Price U.S. Large-Cap Core Fund, Inc.· T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | Non-compliant | 79 | 92% |
| RCMCX | Royce Capital Fund - Micro-Cap Portfolio· ROYCE CAPITAL FUND | Non-compliant | 157 | 78% |
| RCMPX | Lazard International Quality Growth Portfolio· LAZARD FUNDS INC | Non-compliant | 47 | 93% |
| RCMSX | Royce Capital Fund - Micro-Cap Portfolio· ROYCE CAPITAL FUND | Non-compliant | 157 | 78% |
| RCOAX | RBC BlueBay Credit Opportunities Fund· RBC Funds Trust | Non-compliant | 165 | 18% |
| RCOCX | Victory RS Large Cap Alpha Fund· Victory Portfolios | Non-compliant | 53 | 93% |
| RCPAX | RBC BlueBay Core Plus Bond Fund· RBC Funds Trust | Non-compliant | 267 | 46% |
| RCPFX | Royce Capital Fund - Small-Cap Portfolio· ROYCE CAPITAL FUND | Non-compliant | 80 | 79% |
| RCPIX | RBC BlueBay Core Plus Bond Fund· RBC Funds Trust | Non-compliant | 267 | 46% |
| RCPRX | RBC BlueBay Core Plus Bond Fund· RBC Funds Trust | Non-compliant | 267 | 46% |
| RCRAX | Victory Pioneer Active Credit Fund· Victory Portfolios IV | Non-compliant | 274 | 46% |
| RCRCX | Victory Pioneer Active Credit Fund· Victory Portfolios IV | Non-compliant | 274 | 46% |
| RCRSX | RBC BlueBay Credit Opportunities Fund· RBC Funds Trust | Non-compliant | 165 | 18% |
| RCRYX | Victory Pioneer Active Credit Fund· Victory Portfolios IV | Non-compliant | 274 | 46% |
| RCSSX | Royce Capital Fund - Small-Cap Portfolio· ROYCE CAPITAL FUND | Non-compliant | 80 | 79% |
| RCTIX | River Canyon Total Return Bond Fund· Advisers Investment Trust | Non-compliant | 336 | 12% |
| RCTR | First Trust Bloomberg Nuclear Power ETF· First Trust Exchange-Traded Fund II | Non-compliant | 46 | 88% |
| RCTRX | Regan Total Return Income Fund· Advisor Managed Portfolios | Non-compliant | 2,263 | 43% |
| RCWAX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RCWBX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RCWCX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RCWEX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RCWFX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RCWGX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RCWHX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| RDBRX | Short Duration Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 595 | 44% |
| RDCCX | Columbia Disciplined Value Fund· Columbia Funds Series Trust II | Non-compliant | 96 | 97% |
| RDCEX | Columbia Disciplined Core Fund· Columbia Funds Series Trust II | Non-compliant | 80 | 98% |
| RDCLX | Columbia Select Short Corporate Income Fund· Columbia Funds Series Trust II | Non-compliant | 106 | 57% |
| RDEGX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| RDFUX | Sustainable Equity Fund· RUSSELL INVESTMENT CO | Non-compliant | 443 | 93% |
| RDIV | Invesco S&P Ultra Dividend Revenue ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 63 | 86% |
| RDLAX | Columbia Disciplined Growth Fund· Columbia Funds Series Trust II | Non-compliant | 77 | 98% |
| RDLCX | Columbia Disciplined Growth Fund· Columbia Funds Series Trust II | Non-compliant | 77 | 98% |
| RDOG | ALPS REIT Dividend Dogs ETF· ALPS ETF TRUST | Non-compliant | 47 | 63% |
| RDTL | GraniteShares 2x Long RDDT Daily ETF· GraniteShares ETF Trust | Non-compliant | 2 | 48% |
| RDVI | FT Vest Rising Dividend Achievers Target Income ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 73 | 94% |
| RDVIX | Royce SMid-Cap Total Return Fund· ROYCE FUND | Non-compliant | 55 | 74% |
| RDVY | First Trust Rising Dividend Achievers ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 72 | 94% |
| RDWAX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| RDWBX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| RDWCX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| RDWEX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| RDWFX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| RDWGX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| RDWHX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| REACX | Real Estate Fund· American Century Capital Portfolios, Inc. | Non-compliant | 37 | 85% |
| READX | Lazard Emerging Markets Equity Advantage Portfolio· LAZARD FUNDS INC | Non-compliant | 228 | 87% |
30,379 funds · page 140 of 304