30,377 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
- 30,377
- 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 |
|---|---|---|---|---|
| CBALX | Columbia Balanced Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,030 | 78% |
| CBARX | Calvert Balanced Fund· Calvert Social Investment Fund | Non-compliant | 630 | 84% |
| CBBCX | AB RELATIVE VALUE FUND, INC. | Non-compliant | 80 | 90% |
| CBBIX | AB RELATIVE VALUE FUND, INC. | Non-compliant | 80 | 90% |
| CBBYX | AB RELATIVE VALUE FUND, INC. | Non-compliant | 80 | 90% |
| CBBZX | AB RELATIVE VALUE FUND, INC. | Non-compliant | 80 | 90% |
| CBDIX | Calvert Bond Fund· Calvert Social Investment Fund | Non-compliant | 489 | 62% |
| CBDYX | Columbia Balanced Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,030 | 78% |
| CBEAX | Allspring Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| CBECX | Allspring Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| CBEJX | Allspring Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| CBFAX | American Funds Global Balanced Fund | Non-compliant | 1,198 | 74% |
| CBFCX | American Funds Global Balanced Fund | Non-compliant | 1,198 | 74% |
| CBFEX | American Funds Global Balanced Fund | Non-compliant | 1,198 | 74% |
| CBFFX | American Funds Global Balanced Fund | Non-compliant | 1,198 | 74% |
| CBFSX | JPMorgan Corporate Bond Fund· JPMorgan Trust I | Non-compliant | 812 | 58% |
| CBFVX | JPMorgan Corporate Bond Fund· JPMorgan Trust I | Non-compliant | 812 | 58% |
| CBFYX | Columbia Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 447 | 52% |
| CBGAX | ClearBridge Global Infrastructure Income Fund· Legg Mason Global Asset Management Trust | Non-compliant | 33 | 86% |
| CBHAX | Victory Market Neutral Income Fund· Victory Portfolios II | Non-compliant | 433 | 84% |
| CBHCX | Victory Market Neutral Income Fund· Victory Portfolios II | Non-compliant | 433 | 84% |
| CBHIX | Victory Market Neutral Income Fund· Victory Portfolios II | Non-compliant | 433 | 84% |
| CBHMX | Victory Market Neutral Income Fund· Victory Portfolios II | Non-compliant | 433 | 84% |
| CBLCX | Columbia Balanced Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,030 | 78% |
| CBLDX | CrossingBridge Low Duration High Income Fund· Trust for Professional Managers | Non-compliant | 207 | 39% |
| CBLLX | Allspring Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| CBLRX | Columbia Balanced Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,030 | 78% |
| CBLSX | Allspring Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| CBLVX | CrossingBridge Low Duration High Income Fund· Trust for Professional Managers | Non-compliant | 207 | 39% |
| CBNAX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| CBNCX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| CBNEX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| CBNFX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| CBOAX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| CBOCX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| CBOEX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| CBON | VanEck China Bond ETF· VanEck ETF Trust | Non-compliant | 34 | 14% |
| CBORX | Calvert Bond Fund· Calvert Social Investment Fund | Non-compliant | 489 | 62% |
| CBPSX | Virtus Seix Total Return Bond Fund· Virtus Asset Trust | Non-compliant | 110 | 85% |
| CBRAX | JPMorgan Corporate Bond Fund· JPMorgan Trust I | Non-compliant | 812 | 58% |
| CBRCX | JPMorgan Corporate Bond Fund· JPMorgan Trust I | Non-compliant | 812 | 58% |
| CBRDX | CrossingBridge Responsible Credit Fund· Trust for Professional Managers | Non-compliant | 82 | 28% |
| CBSAX | Columbia Select Mid Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 71 | 89% |
| CBSCX | ClearBridge Select Fund· Legg Mason Partners Investment Trust | Non-compliant | 88 | 92% |
| CBSE | Clough Select Equity ETF· Elevation Series Trust | Non-compliant | 39 | 86% |
| CBSLX | ClearBridge Sustainability Leaders Fund· Legg Mason Partners Investment Trust | Non-compliant | 61 | 93% |
| CBSYX | AB GLOBAL RISK ALLOCATION FUND, INC. | Non-compliant | 287 | 17% |
| CBUDX | CrossingBridge Ultra-Short Duration Fund· Trust for Professional Managers | Non-compliant | 108 | 44% |
| CBVBX | ClearBridge Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 67 | 97% |
| CCAMX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| CCBFX | Capital Group Central Corporate Bond Fund· Capital Group Central Fund Series II | Non-compliant | 853 | 61% |
| CCBRX | Columbia Short Term Bond Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 597 | 22% |
| CCCAX | Center Coast Brookfield Midstream Focus Fund· Brookfield Investment Funds | Non-compliant | 31 | 78% |
| CCCCX | Center Coast Brookfield Midstream Focus Fund· Brookfield Investment Funds | Non-compliant | 31 | 78% |
| CCCNX | Center Coast Brookfield Midstream Focus Fund· Brookfield Investment Funds | Non-compliant | 31 | 78% |
| CCCRX | Columbia Contrarian Core Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 79 | 98% |
| CCD | Calamos Dynamic Convertible & Income Fund | Non-compliant | 597 | 70% |
| CCDVX | Calamos Dividend Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 104 | 98% |
| CCERX | Columbia Large Cap Enhanced Core Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 107 | 97% |
| CCFE | Concourse Capital Focused Equity ETF· EA Series Trust | Non-compliant | 20 | 60% |
| CCFYX | Columbia Commodity Strategy Fund· Columbia Funds Series Trust II | Non-compliant | 321 | 16% |
| CCGCX | Calamos Global Convertible Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 120 | 67% |
| CCGEX | Calamos Global Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 70 | 95% |
| CCGIX | Baird Chautauqua Global Growth Fund· Baird Funds Inc | Non-compliant | 39 | 91% |
| CCGSX | Baird Chautauqua Global Growth Fund· Baird Funds Inc | Non-compliant | 39 | 91% |
| CCHEX | Calamos Hedged Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 273 | 90% |
| CCHIX | High Yield Fund· Principal Funds, Inc | Non-compliant | 452 | 24% |
| CCHYX | Calamos High Income Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 471 | 29% |
| CCIDX | Columbia Acorn International· COLUMBIA ACORN TRUST | Non-compliant | 66 | 92% |
| CCIFX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 85 | 92% |
| CCIZX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 85 | 92% |
| CCNR | ALPS | CoreCommodity Natural Resources ETF· FINANCIAL INVESTORS TRUST | Non-compliant | 311 | 89% |
| CCOR | Core Alternative ETF· Listed Funds Trust | Non-compliant | 43 | 99% |
| CCOYX | Columbia Seligman Technology and Information Fund· Columbia Funds Series Trust II | Non-compliant | 85 | 92% |
| CCQYX | Columbia Disciplined Core Fund· Columbia Funds Series Trust II | Non-compliant | 80 | 98% |
| CCRIX | Columbia Small Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 106 | 86% |
| CCRP | Columbia Corporate Bond ETF· Columbia ETF Trust I | Non-compliant | 162 | 67% |
| CCRRX | Cantor Fitzgerald Commodity Return Strategy Portfolio· Cantor Fitzgerald Variable Insurance Trust | Non-compliant | 93 | 93% |
| CCRSX | Cantor Fitzgerald Commodity Return Strategy Portfolio· Cantor Fitzgerald Variable Insurance Trust | Non-compliant | 93 | 93% |
| CCRV | iShares Commodity Curve Carry Strategy ETF· iShares U.S. ETF Trust | Non-compliant | 51 | 9% |
| CCRZX | Columbia Disciplined Core Fund· Columbia Funds Series Trust II | Non-compliant | 80 | 98% |
| CCSAX | Columbia Commodity Strategy Fund· Columbia Funds Series Trust II | Non-compliant | 321 | 16% |
| CCSB | Carbon Collective Short Duration Green Bond ETF· Tidal Trust II | Non-compliant | 43 | 40% |
| CCSO | Carbon Collective Climate Solutions U.S. Equity ETF· Tidal Trust II | Non-compliant | 122 | 89% |
| CCSZX | Columbia Commodity Strategy Fund· Columbia Funds Series Trust II | Non-compliant | 321 | 16% |
| CCTRX | Columbia Small Cap Value and Inflection Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 102 | 80% |
| CCVAX | Calvert Small Cap Fund· Calvert Impact Fund, Inc. | Non-compliant | 69 | 86% |
| CCVCX | Calamos Convertible Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 103 | 69% |
| CCVIX | Calamos Convertible Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 103 | 69% |
| CCWAX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CCWCX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CCWEX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CCWFX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| CCWIX | Baird Chautauqua International Growth Fund· Baird Funds Inc | Non-compliant | 29 | 86% |
| CCWRX | Columbia Select Large Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 54 | 98% |
| CCWSX | Baird Chautauqua International Growth Fund· Baird Funds Inc | Non-compliant | 29 | 86% |
| CCYIX | Columbia Acorn International· COLUMBIA ACORN TRUST | Non-compliant | 66 | 92% |
| CDBCX | Diversified Bond Fund· American Century Investment Trust | Non-compliant | 486 | 62% |
| CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF· Victory Portfolios II | Non-compliant | 106 | 96% |
| CDCRX | Copeland Dividend Growth Fund· Copeland Trust | Non-compliant | 65 | 98% |
30,377 funds · page 24 of 304