30,302 funds screened by look-through to their filed holdings
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.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
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 |
|---|---|---|---|---|
| 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% |
| CDDRX | Columbia Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 81 | 98% |
| CDDYX | Columbia Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 81 | 98% |
| CDEI | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF· Morgan Stanley ETF Trust | Non-compliant | 235 | 99% |
| CDEYX | Columbia Intrinsic Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 97% |
| CDGCX | CRAWFORD LARGE CAP DIVIDEND FUND· Unified Series Trust | Non-compliant | 40 | 96% |
| CDGIX | CRAWFORD LARGE CAP DIVIDEND FUND· Unified Series Trust | Non-compliant | 40 | 96% |
| CDGRX | Copeland Dividend Growth Fund· Copeland Trust | Non-compliant | 65 | 98% |
| CDHAX | Calvert International Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 798 | 96% |
| CDHIX | Calvert International Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 798 | 96% |
| CDHRX | Calvert International Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 798 | 96% |
| CDICX | Calvert Short Duration Income Fund· Calvert Fund | Non-compliant | 455 | 52% |
| CDIRX | Columbia Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 81 | 98% |
| CDIVX | Copeland Dividend Growth Fund· Copeland Trust | Non-compliant | 65 | 98% |
| CDL | VictoryShares US Large Cap High Div Volatility Wtd ETF· Victory Portfolios II | Non-compliant | 105 | 97% |
| CDOAX | Columbia Dividend Opportunity Fund· Columbia Funds Series Trust II | Non-compliant | 90 | 93% |
| CDOFX | CRAWFORD SMALL CAP DIVIDEND FUND· Unified Series Trust | Non-compliant | 67 | 83% |
| CDOYX | Columbia Dividend Opportunity Fund· Columbia Funds Series Trust II | Non-compliant | 90 | 93% |
| CDOZX | Columbia Dividend Opportunity Fund· Columbia Funds Series Trust II | Non-compliant | 90 | 93% |
| CDSIX | Calvert Short Duration Income Fund· Calvert Fund | Non-compliant | 455 | 52% |
| CDSRX | Calvert Short Duration Income Fund· Calvert Fund | Non-compliant | 455 | 52% |
| CDVZX | Columbia Intrinsic Value Fund· Columbia Funds Series Trust II | Non-compliant | 58 | 97% |
| CDWAX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| CDWCX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| CDWEX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| CDWFX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| CDX | Simplify High Yield ETF· Simplify Exchange Traded Funds | Non-compliant | 15 | 25% |
| CEAMX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| CECYX | Columbia Large Cap Enhanced Core Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 107 | 97% |
| CEFA | Global X S&P Catholic Values Developed ex-U.S. ETF· GLOBAL X FUNDS | Non-compliant | 359 | 87% |
| CEFAX | Calvert Emerging Markets Advancement Fund· Calvert World Values Fund, Inc. | Non-compliant | 327 | 84% |
| CEFIX | Calvert Emerging Markets Advancement Fund· Calvert World Values Fund, Inc. | Non-compliant | 327 | 84% |
| CEFZ | RiverNorth Active Income ETF· Elevation Series Trust | Non-compliant | 49 | 7% |
| CEIIX | Callodine Equity Income Series· Manning & Napier Fund, Inc. | Non-compliant | 34 | 93% |
| CEISX | Callodine Equity Income Series· Manning & Napier Fund, Inc. | Non-compliant | 34 | 93% |
| CEIZX | Callodine Equity Income Series· Manning & Napier Fund, Inc. | Non-compliant | 34 | 93% |
| CEKRX | Columbia Emerging Markets Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 99 | 86% |
| CEKYX | Columbia Emerging Markets Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 99 | 86% |
| CEMB | iShares J.P. Morgan EM Corporate Bond ETF· iShares, Inc. | Non-compliant | 1,168 | 27% |
| CEMDX | Cullen Emerging Markets High Dividend Fund· Cullen Funds Trust | Non-compliant | 80 | 79% |
| CEMFX | Cullen Emerging Markets High Dividend Fund· Cullen Funds Trust | Non-compliant | 80 | 79% |
| CEMGX | Cullen Emerging Markets High Dividend Fund· Cullen Funds Trust | Non-compliant | 80 | 79% |
| CEMIX | CAUSEWAY EMERGING MARKETS FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 180 | 79% |
| CEMVX | CAUSEWAY EMERGING MARKETS FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 180 | 79% |
| CEPI | REX Crypto Equity Premium Income ETF· ETF Opportunities Trust | Non-compliant | 84 | 77% |
| CEPRX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 486 | 23% |
| CERY | State Street(R) SPDR(R) Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF· SPDR SERIES TRUST | Non-compliant | 33 | 16% |
| CET | Central Securities Corporation· CENTRAL SECURITIES CORPORATION | Non-compliant | 33 | 77% |
| CEUAX | EUPAC Fund | Non-compliant | 398 | 91% |
| CEUCX | EUPAC Fund | Non-compliant | 398 | 91% |
| CEUEX | EUPAC Fund | Non-compliant | 398 | 91% |
| CEUFX | EUPAC Fund | Non-compliant | 398 | 91% |
| CEVAX | Columbia Global Value Fund· Columbia Funds Series Trust II | Non-compliant | 87 | 92% |
| CEVYX | Columbia Global Value Fund· Columbia Funds Series Trust II | Non-compliant | 87 | 92% |
| CEVZX | Columbia Global Value Fund· Columbia Funds Series Trust II | Non-compliant | 87 | 92% |
| CEW | WisdomTree Emerging Currency Strategy Fund· WisdomTree Trust | Non-compliant | 32 | 97% |
| CEYIX | Calvert Equity Fund· Calvert Social Investment Fund | Non-compliant | 64 | 94% |
| CEYRX | Calvert Equity Fund· Calvert Social Investment Fund | Non-compliant | 64 | 94% |
| CFA | VictoryShares US 500 Volatility Wtd ETF· Victory Portfolios II | Non-compliant | 506 | 97% |
| CFAAX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| CFACX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| CFAEX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| CFAFX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| CFAGX | The MidCap Growth Fund· COMMERCE FUNDS | Non-compliant | 78 | 95% |
| CFAMX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| CFBFX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| CFBNX | The Bond Fund· COMMERCE FUNDS | Non-compliant | 455 | 55% |
| CFCYX | Columbia Flexible Capital Income Fund· Columbia Funds Series Trust II | Non-compliant | 170 | 62% |
| CFGIX | Cromwell Foresight Global Infrastructure Fund· Total Fund Solution | Non-compliant | 37 | 96% |
| CFGRX | The Growth Fund· COMMERCE FUNDS | Non-compliant | 57 | 96% |
| CFGVX | Cromwell Foresight Global Infrastructure Fund· Total Fund Solution | Non-compliant | 37 | 96% |
| CFIAX | Columbia Flexible Capital Income Fund· Columbia Funds Series Trust II | Non-compliant | 170 | 62% |
| CFICX | Calvert Income Fund· Calvert Fund | Non-compliant | 480 | 54% |
| CFIGX | Columbia Flexible Capital Income Fund· Columbia Funds Series Trust II | Non-compliant | 170 | 62% |
| CFIHX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CFILX | Columbia Flexible Capital Income Fund· Columbia Funds Series Trust II | Non-compliant | 170 | 62% |
| CFIMX | Clipper Fund· Clipper Funds Trust | Non-compliant | 35 | 77% |
| CFIPX | Franklin Global Equity Fund· Legg Mason Partners Investment Trust | Non-compliant | 137 | 96% |
| CFIZX | Columbia Flexible Capital Income Fund· Columbia Funds Series Trust II | Non-compliant | 170 | 62% |
| CFJAX | Calvert U.S. Large Cap Value Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 527 | 94% |
| CFJIX | Calvert U.S. Large Cap Value Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 527 | 94% |
| CFLGX | ClearBridge Tactical Dividend Income Fund· Legg Mason Partners Investment Trust | Non-compliant | 81 | 87% |
| CFMCX | Column Mid Cap Fund· Trust for Professional Managers | Non-compliant | 658 | 87% |
| CFMDX | Clarkston Founders Fund· ALPS SERIES TRUST | Non-compliant | 28 | 84% |
| CFMSX | Column Mid Cap Select Fund· Trust for Professional Managers | Non-compliant | 202 | 87% |
| CFNAX | American Funds Fundamental Investors | Non-compliant | 243 | 94% |
| CFNCX | American Funds Fundamental Investors | Non-compliant | 243 | 94% |
| CFND | C1 Fund Inc. | Non-compliant | 18 | 23% |
| CFNEX | American Funds Fundamental Investors | Non-compliant | 243 | 94% |
| CFNFX | American Funds Fundamental Investors | Non-compliant | 243 | 94% |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF· Victory Portfolios II | Non-compliant | 507 | 96% |
| CFOAX | Calvert Floating-Rate Advantage Fund· Calvert Management Series | Non-compliant | 112 | 10% |
| CFOIX | Calvert Floating-Rate Advantage Fund· Calvert Management Series | Non-compliant | 112 | 10% |
| CFORX | Calvert Floating-Rate Advantage Fund· Calvert Management Series | Non-compliant | 112 | 10% |
| CFSIX | Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund· Touchstone Funds Group Trust | Non-compliant | 32 | 93% |
| CFSLX | Column Small Cap Fund· Trust for Professional Managers | Non-compliant | 984 | 79% |
30,302 funds · page 25 of 304