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
- 18,517
- 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 |
|---|---|---|---|---|
| CAAAX | Calvert Growth Allocation Fund· Calvert Social Investment Fund | Undecided | 17 | 2% |
| CAACX | Calvert Growth Allocation Fund· Calvert Social Investment Fund | Undecided | 17 | 2% |
| CAAMX | Invesco Select Risk: Moderately Conservative Investor Fund· AIM Growth Series (Invesco Growth Series) | Undecided | 25 | 0% |
| CAARX | Calvert Conservative Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CAAVX | American Funds College 2042 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 17 | — |
| CAAWX | American Funds College 2042 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 17 | — |
| CAAYX | Invesco Select Risk: Moderately Conservative Investor Fund· AIM Growth Series (Invesco Growth Series) | Undecided | 25 | 0% |
| CAAZX | American Funds College 2042 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 17 | — |
| CAB | — | Undecided | — | — |
| CABAX | American Funds College 2042 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 17 | — |
| CABCX | American Funds College 2042 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 17 | — |
| CABZ | — | Undecided | — | — |
| CACMX | — | Undecided | — | — |
| CACXX | — | Undecided | 186 | 5% |
| CADMX | Columbia Total Return Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 421 | — |
| CADNX | Columbia Strategic Municipal Income Fund· Columbia Funds Series Trust II | Undecided | 475 | — |
| CADOX | Columbia Minnesota Tax-Exempt Fund· Columbia Funds Series Trust II | Undecided | 243 | — |
| CAGE | — | Undecided | — | — |
| CAGG | — | Undecided | — | — |
| CAGIX | Calvert Growth Allocation Fund· Calvert Social Investment Fund | Undecided | 17 | 2% |
| CAGXX | — | Undecided | 101 | 47% |
| CAHXX | — | Undecided | 1 | — |
| CAIBX | — | Undecided | — | — |
| CAILX | Lord Abbett California Tax-Free Income Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 296 | — |
| CAIQ | — | Undecided | — | — |
| CAIXX | — | Undecided | 186 | 5% |
| CAJXX | — | Undecided | 1 | — |
| CALAX | Lord Abbett California Tax-Free Income Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 296 | — |
| CALCX | Calvert Conservative Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CALI | — | Undecided | — | — |
| CALL | — | Undecided | — | — |
| CALTX | Six Circles Multi-Strategy Fund· SIX CIRCLES TRUST | Undecided | 7,642 | 28% |
| CALXX | — | Undecided | 186 | 5% |
| CAM | AB California Intermediate Municipal ETF· AB Active ETFs, Inc. | Undecided | 436 | 1% |
| CAMC | — | Undecided | — | — |
| CAMRX | Calvert Moderate Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CAMU | — | Undecided | — | — |
| CANE | — | Undecided | — | — |
| CANQ | — | Undecided | — | — |
| CANV | — | Undecided | — | — |
| CAOS | Alpha Architect Tail Risk ETF· EA Series Trust | Undecided | 13 | — |
| CAPA | — | Undecided | — | — |
| CAPEX | Eaton Vance Tax-Managed Growth Fund 1.0· Eaton Vance Series Trust | Undecided | 1 | — |
| CAPOX | ABSOLUTE CAPITAL OPPORTUNITIES FUND· Unified Series Trust | Undecided | 56 | 79% |
| CAPQ | — | Undecided | — | — |
| CARD | — | Undecided | — | — |
| CARQ | — | Undecided | — | — |
| CARU | — | Undecided | — | — |
| CARX | — | Undecided | — | — |
| CAS | — | Undecided | — | — |
| CASAX | Catalyst/Aspect Enhanced Multi-Asset Fund· MUTUAL FUND SERIES TRUST | Undecided | 1,383 | 0% |
| CASCX | Catalyst/Aspect Enhanced Multi-Asset Fund· MUTUAL FUND SERIES TRUST | Undecided | 1,383 | 0% |
| CASIX | Catalyst/Aspect Enhanced Multi-Asset Fund· MUTUAL FUND SERIES TRUST | Undecided | 1,383 | 0% |
| CASXX | — | Undecided | 160 | 28% |
| CATF | American Century California Municipal Bond ETF· American Century ETF Trust | Undecided | 288 | — |
| CATG | — | Undecided | — | — |
| CATSX | Columbia Strategic Municipal Income Fund· Columbia Funds Series Trust II | Undecided | 475 | — |
| CATYX | Columbia Strategic Municipal Income Fund· Columbia Funds Series Trust II | Undecided | 475 | — |
| CATZX | Columbia Strategic Municipal Income Fund· Columbia Funds Series Trust II | Undecided | 475 | — |
| CAUG | — | Undecided | — | — |
| CAYAX | California High-Yield Municipal Fund· American Century California Tax Free & Municipal Funds | Undecided | 682 | 0% |
| CAYCX | California High-Yield Municipal Fund· American Century California Tax Free & Municipal Funds | Undecided | 682 | 0% |
| CBAAX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBAEX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBAFX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBAGX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBBGX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBCFX | Capital Group Core Bond Completion Fund· Capital Group Completion Fund Series | Undecided | 468 | 50% |
| CBGRX | Calvert Green Bond Fund· Calvert Impact Fund, Inc. | Undecided | 211 | 43% |
| CBIL | — | Undecided | — | — |
| CBLS | Clough Hedged Equity ETF· Elevation Series Trust | Undecided | 68 | 89% |
| CBMZX | Columbia Capital Allocation Moderate Portfolio· Columbia Funds Series Trust II | Undecided | 71 | — |
| CBOA | — | Undecided | — | — |
| CBOJ | — | Undecided | — | — |
| CBOL | — | Undecided | — | — |
| CBOO | — | Undecided | — | — |
| CBOT | — | Undecided | — | — |
| CBOX | — | Undecided | — | — |
| CBOY | — | Undecided | — | — |
| CBPCX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| CBPRX | Pioneer Balanced ESG Fund· Pioneer Series Trust IV | Undecided | — | — |
| CBRG | — | Undecided | — | — |
| CBRX | Tradr 2X Long CBRS Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| CBRZ | Tradr 2X Short CBRS Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| CBTA | — | Undecided | — | — |
| CBTJ | — | Undecided | — | — |
| CBTL | — | Undecided | — | — |
| CBTO | — | Undecided | — | — |
| CBTY | — | Undecided | — | — |
| CBURX | Columbia Income Builder Fund· Columbia Funds Series Trust II | Undecided | 16 | — |
| CBUZX | Columbia Income Builder Fund· Columbia Funds Series Trust II | Undecided | 16 | — |
| CBVZX | Columbia Capital Allocation Conservative Portfolio· Columbia Funds Series Trust II | Undecided | 72 | — |
| CBXA | — | Undecided | — | — |
| CBXJ | — | Undecided | — | — |
| CBXL | — | Undecided | — | — |
| CBXO | — | Undecided | — | — |
| CBXY | — | Undecided | — | — |
| CBYYX | Victory Pioneer CAT Bond Fund· Victory Portfolios IV | Undecided | 323 | 2% |
| CCACX | Calvert Mid-Cap Fund· Calvert World Values Fund, Inc. | Undecided | — | — |
| CCAFX | Calvert Mid-Cap Fund· Calvert World Values Fund, Inc. | Undecided | — | — |
30,381 funds · page 198 of 304