30,354 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
- 30,354
- Reached a verdict
- 18,556
- Compliant
- 278
- Could not be decided
- 11,798
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 |
|---|---|---|---|---|
| CFSTX | The Short Term Government Fund· COMMERCE FUNDS | Non-compliant | 6 | 74% |
| CFVAX | Catholic Values Fixed Income Fund· SEI CATHOLIC VALUES TRUST | Non-compliant | 966 | 55% |
| CFVLX | The Value Fund· COMMERCE FUNDS | Non-compliant | 55 | 96% |
| CFVYX | Catholic Values Fixed Income Fund· SEI CATHOLIC VALUES TRUST | Non-compliant | 966 | 55% |
| CFWAX | Calvert Global Water Fund· Calvert Impact Fund, Inc. | Non-compliant | 119 | 86% |
| CFWCX | Calvert Global Water Fund· Calvert Impact Fund, Inc. | Non-compliant | 119 | 86% |
| CFWIX | Calvert Global Water Fund· Calvert Impact Fund, Inc. | Non-compliant | 119 | 86% |
| CFXRX | Columbia Flexible Capital Income Fund· Columbia Funds Series Trust II | Non-compliant | 170 | 62% |
| CGACX | Calvert Global Energy Solutions Fund· Calvert Impact Fund, Inc. | Non-compliant | 194 | 87% |
| CGAEX | Calvert Global Energy Solutions Fund· Calvert Impact Fund, Inc. | Non-compliant | 194 | 87% |
| CGBL | Capital Group Core Balanced ETF | Non-compliant | 77 | 59% |
| CGCB | Capital Group Core Bond ETF· Capital Group Fixed Income ETF Trust | Non-compliant | 776 | 65% |
| CGCIX | Calamos Global Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 93 | 86% |
| CGCP | Capital Group Core Plus Income ETF· Capital Group Fixed Income ETF Trust | Non-compliant | 1,497 | 58% |
| CGCV | Capital Group Conservative Equity ETF | Non-compliant | 72 | 98% |
| CGCYX | Columbia Greater China Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 61 | 93% |
| CGDG | Capital Group Dividend Growers ETF | Non-compliant | 102 | 96% |
| CGDV | Capital Group Dividend Value ETF | Non-compliant | 53 | 98% |
| CGEOX | Calamos Global Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 70 | 95% |
| CGEZX | Columbia Select Global Equity Fund· Columbia Funds Series Trust II | Non-compliant | 45 | 97% |
| CGFAX | Growth Fund of America | Non-compliant | 335 | 92% |
| CGFCX | Growth Fund of America | Non-compliant | 335 | 92% |
| CGFEX | Growth Fund of America | Non-compliant | 335 | 92% |
| CGFFX | Growth Fund of America | Non-compliant | 335 | 92% |
| CGFYX | Columbia Cornerstone Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 56 | 97% |
| CGGE | Capital Group Global Equity ETF | Non-compliant | 115 | 96% |
| CGGG | Capital Group U.S. Large Growth ETF· Capital Group Equity ETF Trust I | Non-compliant | 40 | 98% |
| CGGO | Capital Group Global Growth Equity ETF | Non-compliant | 108 | 97% |
| CGGR | Capital Group Growth ETF | Non-compliant | 90 | 96% |
| CGHAX | Timber Point Global Allocations Fund· 360 Funds | Non-compliant | 97 | 32% |
| CGHIX | Timber Point Global Allocations Fund· 360 Funds | Non-compliant | 97 | 32% |
| CGHY | Capital Group High Yield Bond ETF· Capital Group Fixed Income ETF Trust | Non-compliant | 346 | 29% |
| CGIAX | International Growth and Income Fund· International Growth & Income Fund | Non-compliant | 326 | 89% |
| CGIB | Capital Group International Bond ETF (USD-Hedged)· Capital Group Fixed Income ETF Trust | Non-compliant | 395 | 15% |
| CGIC | Capital Group International Core Equity ETF | Non-compliant | 192 | 94% |
| CGIE | Capital Group International Equity ETF | Non-compliant | 73 | 96% |
| CGIEX | International Growth and Income Fund· International Growth & Income Fund | Non-compliant | 326 | 89% |
| CGIFX | International Growth and Income Fund· International Growth & Income Fund | Non-compliant | 326 | 89% |
| CGIIX | Calamos Growth & Income Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 150 | 91% |
| CGIOX | Calamos Growth & Income Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 150 | 91% |
| CGJAX | Calvert U.S. Large Cap Growth Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 552 | 98% |
| CGJIX | Calvert U.S. Large Cap Growth Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 552 | 98% |
| CGMM | Capital Group U.S. Small and Mid Cap ETF· Capital Group Equity ETF Trust I | Non-compliant | 114 | 89% |
| CGMS | Capital Group U.S. Multi-Sector Income ETF· Capital Group Fixed Income ETF Trust | Non-compliant | 1,507 | 34% |
| CGNG | Capital Group New Geography Equity ETF | Non-compliant | 239 | 89% |
| CGO | CALAMOS GLOBAL TOTAL RETURN FUND | Non-compliant | 708 | 77% |
| CGOAX | Columbia Small Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 106 | 86% |
| CGOCX | Columbia Small Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 106 | 86% |
| CGQYX | Columbia Disciplined Growth Fund· Columbia Funds Series Trust II | Non-compliant | 77 | 98% |
| CGREX | Invesco Global Real Estate Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 76 | 83% |
| CGRIX | Calamos Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 130 | 96% |
| CGRO | Corevalues Alpha Greater China Growth ETF· Tidal Trust II | Non-compliant | 32 | 87% |
| CGSD | Capital Group Short Duration Income ETF· Capital Group Fixed Income ETF Trust | Non-compliant | 1,064 | 39% |
| CGTAX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| CGTCX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| CGTEX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| CGTFX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| CGTRX | Columbia Select Large Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 54 | 98% |
| CGTYX | Columbia Seligman Global Technology Fund· Columbia Funds Series Trust II | Non-compliant | 78 | 96% |
| CGUI | Capital Group Ultra Short Income ETF· Capital Group Fixed Income ETF Trust | Non-compliant | 376 | 35% |
| CGUS | Capital Group Core Equity ETF | Non-compliant | 66 | 97% |
| CGVBX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| CGVEX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| CGVFX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| CGVGX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| CGVHX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| CGVIX | CAUSEWAY GLOBAL VALUE FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 61 | 94% |
| CGVRX | Columbia Quality Income Fund· Columbia Funds Series Trust II | Non-compliant | 342 | 72% |
| CGVTX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| CGVV | Capital Group U.S. Large Value ETF· Capital Group Equity ETF Trust I | Non-compliant | 64 | 99% |
| CGVVX | CAUSEWAY GLOBAL VALUE FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 61 | 94% |
| CGVYX | American Funds Global Insight Fund | Non-compliant | 189 | 93% |
| CGW | Invesco S&P Global Water Index ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 68 | 81% |
| CGWRX | Columbia Cornerstone Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 56 | 97% |
| CGXU | Capital Group International Focus Equity ETF | Non-compliant | 73 | 93% |
| CHAIX | Chase Growth Fund· Advisors Series Trust | Non-compliant | 35 | 86% |
| CHASX | Chase Growth Fund· Advisors Series Trust | Non-compliant | 35 | 86% |
| CHAT | Roundhill Generative AI & Technology ETF· Tidal Trust II | Non-compliant | 48 | 91% |
| CHAU | Direxion Daily CSI 300 China A Share Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 10 | 37% |
| CHBCX | Calvert High Yield Bond Fund· Calvert Fund | Non-compliant | 337 | 21% |
| CHBRX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 21% |
| CHCCX | AB DISCOVERY GROWTH FUND, INC. | Non-compliant | 92 | 82% |
| CHCGX | THE CHESAPEAKE GROWTH FUND· Chesapeake Investment Trust | Non-compliant | 36 | 86% |
| CHCIX | AB DISCOVERY GROWTH FUND, INC. | Non-compliant | 92 | 82% |
| CHCLX | AB DISCOVERY GROWTH FUND, INC. | Non-compliant | 92 | 82% |
| CHCYX | AB DISCOVERY GROWTH FUND, INC. | Non-compliant | 92 | 82% |
| CHCZX | AB DISCOVERY GROWTH FUND, INC. | Non-compliant | 92 | 82% |
| CHDEX | Cullen High Dividend Equity Fund· Cullen Funds Trust | Non-compliant | 45 | 91% |
| CHDPX | Cullen High Dividend Equity Fund· Cullen Funds Trust | Non-compliant | 45 | 91% |
| CHDRX | Cullen High Dividend Equity Fund· Cullen Funds Trust | Non-compliant | 45 | 91% |
| CHDVX | Cullen High Dividend Equity Fund· Cullen Funds Trust | Non-compliant | 45 | 91% |
| CHFTX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHGX | Stance Sustainable Beta ETF· EA Series Trust | Non-compliant | 102 | 95% |
| CHIAX | Credit Suisse Floating Rate High Income Fund· CREDIT SUISSE OPPORTUNITY FUNDS | Non-compliant | 497 | 7% |
| CHICX | Credit Suisse Floating Rate High Income Fund· CREDIT SUISSE OPPORTUNITY FUNDS | Non-compliant | 497 | 7% |
| CHIQ | Global X MSCI China Consumer Discretionary ETF· GLOBAL X FUNDS | Non-compliant | 100 | 91% |
| CHRI | Global X S&P 500 Christian Values ETF· GLOBAL X FUNDS | Non-compliant | 466 | 99% |
| CHRRX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHRSX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHTCX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
30,354 funds · page 26 of 304