30,377 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
- 30,377
- Reached a verdict
- 18,520
- Compliant
- 277
- Could not be decided
- 11,857
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 |
|---|---|---|---|---|
| CCBTX | American Funds 2015 Target Date Retirement Income Fund· American Funds Target Date Retirement Series | Undecided | 18 | — |
| CCBYX | Columbia California Intermediate Municipal Bond Fund· COLUMBIA FUNDS SERIES TRUST | Undecided | 150 | — |
| CCCMX | Capital Group California Core Municipal Fund· CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS | Undecided | 471 | 1% |
| CCCTX | American Funds 2020 Target Date Retirement Income Fund· American Funds Target Date Retirement Series | Undecided | 21 | — |
| CCCXX | — | Undecided | 186 | 5% |
| CCDTX | American Funds 2025 Target Date Retirement Income Fund· American Funds Target Date Retirement Series | Undecided | 21 | — |
| CCEF | — | Undecided | — | — |
| CCETX | American Funds 2030 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 25 | — |
| CCFAX | American Funds College 2036 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 22 | — |
| CCFTX | American Funds 2035 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 24 | — |
| CCFXX | — | Undecided | 129 | 53% |
| CCGDX | American Funds 2070 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 17 | — |
| CCGTX | American Funds 2040 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 26 | — |
| CCHTX | American Funds 2045 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 25 | — |
| CCID | Carlyle Credit Income Fund | Undecided | 43 | — |
| CCIF | Carlyle Credit Income Fund | Undecided | 43 | — |
| CCITX | American Funds 2050 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 20 | — |
| CCJL | — | Undecided | — | — |
| CCJTX | American Funds 2055 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 20 | — |
| CCJX | — | Undecided | — | — |
| CCKTX | American Funds 2060 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 18 | — |
| CCLAX | Calvert Conservative Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CCLS | — | Undecided | — | — |
| CCLTX | American Funds 2065 Target Date Retirement Fund· American Funds Target Date Retirement Series | Undecided | 17 | — |
| CCLU | — | Undecided | — | — |
| CCMAX | CONESTOGA MID CAP FUND· Conestoga Funds | Undecided | 1 | — |
| CCMMX | CONESTOGA MID CAP FUND· Conestoga Funds | Undecided | 1 | — |
| CCOM | — | Undecided | — | — |
| CCPAX | FS Chiron Capital Allocation Fund· ADVISORS' INNER CIRCLE III | Undecided | — | — |
| CCPCX | FS Chiron Capital Allocation Fund· ADVISORS' INNER CIRCLE III | Undecided | — | — |
| CCPIX | Calvert Mid-Cap Fund· Calvert World Values Fund, Inc. | Undecided | — | — |
| CCPX | — | Undecided | — | — |
| CCRYX | — | Undecided | — | — |
| CCSTX | Capital Group California Short-Term Municipal Fund· CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS | Undecided | 193 | — |
| CCSXX | — | Undecided | 186 | 5% |
| CCUP | T-Rex 2X Long CRCL Daily Target ETF· ETF Opportunities Trust | Undecided | 2 | — |
| CCXYX | Columbia Strategic California Municipal Income Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 170 | 2% |
| CDAZX | Multi-Manager Directional Alternative Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Undecided | 766 | 88% |
| CDCDX | — | Undecided | — | — |
| CDEX | — | Undecided | — | — |
| CDJAX | American Funds College 2039 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 19 | — |
| CDNG | — | Undecided | — | — |
| CDPI | — | Undecided | — | — |
| CDRTX | Campbell Dynamic Trend Fund· RBB Fund, Inc. | Undecided | — | — |
| CDSM | — | Undecided | — | — |
| CEAXX | — | Undecided | 65 | 100% |
| CEBRX | Columbia Emerging Markets Bond Fund· Columbia Funds Series Trust II | Undecided | 163 | 0% |
| CEBYX | — | Undecided | — | — |
| CEE | The Central and Eastern Europe Fund, Inc. | Undecided | 55 | 1% |
| CEF | — | Undecided | — | — |
| CEFD | — | Undecided | — | — |
| CEFS | Saba Closed-End Funds ETF· Exchange Listed Funds Trust | Undecided | 74 | — |
| CEGU | — | Undecided | — | — |
| CEGX | Tradr 2X Long CEG Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 1 | — |
| CEIXX | — | Undecided | 65 | 100% |
| CELT | Tradr 2X Long CELH Daily ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 2 | — |
| CENAX | American Funds College Enrollment Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 6 | — |
| CENCX | American Funds College Enrollment Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 6 | — |
| CENEX | American Funds College Enrollment Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 6 | — |
| CENFX | American Funds College Enrollment Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 6 | — |
| CERL | — | Undecided | — | — |
| CERPX | Pioneer Core Equity Fund· Pioneer Series Trust XI | Undecided | — | — |
| CERZ | — | Undecided | — | — |
| CESGX | Coho Relative Value ESG Fund· Managed Portfolio Series | Undecided | 1 | — |
| CETFX | Morningstar Conservative ETF Asset Allocation Portfolio· ALPS VARIABLE INVESTMENT TRUST | Undecided | 23 | — |
| CEV | Eaton Vance California Municipal Income Trust | Undecided | 78 | — |
| CEY | — | Undecided | — | — |
| CEZ | — | Undecided | — | — |
| CFAIX | Calvert Conservative Allocation Fund· Calvert Social Investment Fund | Undecided | 19 | 1% |
| CFBAX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFBCX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFBRX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFBTX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFBUX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFGXX | — | Undecided | 1 | — |
| CFIT | Cambria Fixed Income Trend ETF· Cambria ETF Trust | Undecided | 7 | — |
| CFLFX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFLIX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFLNX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFLQX | Lord Abbett Climate Focused Bond Fund· LORD ABBETT TRUST I | Undecided | — | — |
| CFMOX | The Missouri Tax-Free Intermediate Bond Fund· COMMERCE FUNDS | Undecided | 192 | — |
| CFNDX | Cargile Fund· PFS FUNDS | Undecided | 3 | — |
| CFNLX | The National Tax-Free Intermediate Bond Fund· COMMERCE FUNDS | Undecided | 302 | — |
| CFNTX | GREEN CA TAX-FREE INC FND· SHELTON FUNDS | Undecided | 39 | — |
| CFRAX | Catalyst/CIFC Senior Secured Income Fund· MUTUAL FUND SERIES TRUST | Undecided | 370 | 5% |
| CFRCX | Catalyst/CIFC Senior Secured Income Fund· MUTUAL FUND SERIES TRUST | Undecided | 370 | 5% |
| CFRFX | Catalyst/CIFC Senior Secured Income Fund· MUTUAL FUND SERIES TRUST | Undecided | 370 | 5% |
| CFRIX | Catalyst/CIFC Senior Secured Income Fund· MUTUAL FUND SERIES TRUST | Undecided | 370 | 5% |
| CFRYX | Columbia Floating Rate Fund· Columbia Funds Series Trust II | Undecided | 379 | 4% |
| CFRZX | Columbia Floating Rate Fund· Columbia Funds Series Trust II | Undecided | 379 | 4% |
| CFYXX | — | Undecided | 1 | — |
| CGAFX | Calvert Green Bond Fund· Calvert Impact Fund, Inc. | Undecided | 211 | 43% |
| CGARX | Calvert Growth Allocation Fund· Calvert Social Investment Fund | Undecided | 17 | 2% |
| CGBIX | Calvert Green Bond Fund· Calvert Impact Fund, Inc. | Undecided | 211 | 43% |
| CGFIX | abrdn Infrastructure Debt Fund· abrdn Funds | Undecided | 62 | 7% |
| CGFS | — | Undecided | — | — |
| CGGEX | American Funds Global Growth Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 8 | — |
| CGGFX | American Funds Global Growth Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 8 | — |
| CGGGX | American Funds Global Growth Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 8 | — |
| CGHGX | American Funds Global Growth Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 8 | — |
30,377 funds · page 199 of 304