30,325 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 |
|---|---|---|---|---|
| PAEKX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAEMX | PIMCO Emerging Markets Bond Fund· PIMCO FUNDS | Undecided | 1,604 | 11% |
| PAENX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAEQX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAERX | T. Rowe Price Target 2010 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PAETX | Putnam Retirement Advantage Maturity Fund· Putnam Target Date Funds | Undecided | 2 | — |
| PAEU | — | Undecided | — | — |
| PAEZX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAFFX | T. Rowe Price Target 2045 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 24 | 1% |
| PAFIX | Global Macro Fund· Principal Funds, Inc | Undecided | 236 | — |
| PAFJX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAFMX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAFOX | Putnam Retirement Advantage 2030 Fund· Putnam Target Date Funds | Undecided | 4 | — |
| PAFPX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAFQX | Putnam Retirement Advantage 2030 Fund· Putnam Target Date Funds | Undecided | 4 | — |
| PAFRX | T. Rowe Price Floating Rate Fund· T. ROWE PRICE FLOATING RATE FUND, INC. | Undecided | 339 | 0% |
| PAFTX | T. Rowe Price Target 2055 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 21 | 1% |
| PAFUX | Putnam Retirement Advantage 2035 Fund· Putnam Target Date Funds | Undecided | 4 | — |
| PAFVX | Putnam Retirement Advantage 2030 Fund· Putnam Target Date Funds | Undecided | 4 | — |
| PAFWX | Putnam Retirement Advantage 2035 Fund· Putnam Target Date Funds | Undecided | 4 | — |
| PAFYX | Putnam Retirement Advantage 2035 Fund· Putnam Target Date Funds | Undecided | 4 | — |
| PAFZX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAGJX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAGKX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAGNX | PIMCO GNMA and Government Securities Fund· PIMCO FUNDS | Undecided | 1,994 | 84% |
| PAGOX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAGQX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAGUX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAGWX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAGZX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHAX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHDX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHEX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHFX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHGX | Putnam Retirement Advantage 2055 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHHX | T. Rowe Price Target 2040 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 24 | 1% |
| PAHJX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHKX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHLX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAHMX | Putnam Retirement Advantage Maturity Fund· Putnam Target Date Funds | Undecided | 2 | — |
| PAHNX | Putnam Retirement Advantage Maturity Fund· Putnam Target Date Funds | Undecided | 2 | — |
| PAHOX | Putnam Retirement Advantage Maturity Fund· Putnam Target Date Funds | Undecided | 2 | — |
| PAHRX | T. Rowe Price Target 2015 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PAIAX | PIMCO Short Asset Investment Fund· PIMCO FUNDS | Undecided | 403 | 36% |
| PAIDX | PIMCO Short Asset Investment Fund· PIMCO FUNDS | Undecided | 403 | 36% |
| PAIFX | T. Rowe Price Intermediate Municipal Bond Fund· T. ROWE PRICE SUMMIT MUNICIPAL FUNDS, INC. | Undecided | 1,218 | 0% |
| PAIIX | PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,450 | 52% |
| PAIKX | T. Rowe Price Emerging Markets Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Undecided | 479 | 1% |
| PAIMX | T. Rowe Price Core Plus Municipal Bond Fund· T. ROWE PRICE SUMMIT MUNICIPAL FUNDS, INC. | Undecided | 826 | 0% |
| PAIPX | PIMCO Short Asset Investment Fund· PIMCO FUNDS | Undecided | 403 | 36% |
| PAIQX | PIMCO Short Asset Investment Fund· PIMCO FUNDS | Undecided | 403 | 36% |
| PAIRX | T. Rowe Price Target 2020 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PAIUX | PIMCO Short Asset Investment Fund· PIMCO FUNDS | Undecided | 403 | 36% |
| PAJRX | T. Rowe Price Target 2025 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PAKJX | Putnam Retirement Advantage 2060 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAKRX | T. Rowe Price Target 2030 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 2% |
| PAKYX | Putnam Retirement Advantage Maturity Fund· Putnam Target Date Funds | Undecided | 2 | — |
| PALD | Direxion Daily PANW Bear 1X Shares· Direxion Shares ETF Trust | Undecided | 8 | — |
| PALDX | PGIM 60/40 Allocation Fund· Prudential Investment Portfolios 5 | Undecided | 3 | — |
| PALGX | Putnam Retirement Advantage 2045 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PALL | — | Undecided | — | — |
| PALPX | PIMCO All Asset Fund· PIMCO FUNDS | Undecided | 29 | — |
| PALT | — | Undecided | — | — |
| PALTX | Principal LifeTime Strategic Income Fund· Principal Funds, Inc | Undecided | 22 | — |
| PALU | Direxion Daily PANW Bull 2X Shares· Direxion Shares ETF Trust | Undecided | 11 | 11% |
| PALZX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PAMFX | Federated Hermes Pennsylvania Municipal Income Fund· Federated Hermes Municipal Securities Income Trust | Undecided | 98 | — |
| PAMIX | Federated Hermes Pennsylvania Municipal Income Fund· Federated Hermes Municipal Securities Income Trust | Undecided | 98 | — |
| PAMSX | PIMCO Short Asset Investment Fund· PIMCO FUNDS | Undecided | 403 | 36% |
| PAND | — | Undecided | — | — |
| PANDX | PIMCO Short Asset Investment Fund· PIMCO FUNDS | Undecided | 403 | 36% |
| PANG | Leverage Shares 2X Long PANW Daily ETF· Themes ETF Trust | Undecided | 4 | — |
| PANNX | PIMCO GNMA and Government Securities Fund· PIMCO FUNDS | Undecided | 1,994 | 84% |
| PANRX | T. Rowe Price Target 2005 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PANU | — | Undecided | — | — |
| PAOFX | T. Rowe Price Target 2050 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 24 | 1% |
| PAPR | — | Undecided | — | — |
| PAPTX | PACE Alternative Strategies Investments· PACE SELECT ADVISORS TRUST | Undecided | 2,171 | 52% |
| PARAX | T. Rowe Price Retirement 2010 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PARBX | T. Rowe Price Retirement 2020 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 34 | 2% |
| PARCX | T. Rowe Price Retirement 2030 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 37 | 1% |
| PARDX | T. Rowe Price Retirement 2040 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 32 | 1% |
| PARFX | T. Rowe Price Retirement 2050 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 29 | 1% |
| PARGX | T. Rowe Price Retirement 2005 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PARHX | T. Rowe Price Retirement 2015 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 34 | 1% |
| PARIX | T. Rowe Price Retirement Balanced Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PARJX | T. Rowe Price Retirement 2025 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 35 | 1% |
| PARKX | T. Rowe Price Retirement 2035 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 36 | 1% |
| PARLX | T. Rowe Price Retirement 2045 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 30 | 1% |
| PAROX | T. Rowe Price Retirement 2055 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 30 | 1% |
| PAS | — | Undecided | — | — |
| PASAX | PIMCO All Asset Fund· PIMCO FUNDS | Undecided | 29 | — |
| PASCX | PIMCO All Asset Fund· PIMCO FUNDS | Undecided | 29 | — |
| PASIX | PACE Alternative Strategies Investments· PACE SELECT ADVISORS TRUST | Undecided | 2,171 | 52% |
| PASPX | PACE Alternative Strategies Investments· PACE SELECT ADVISORS TRUST | Undecided | 2,171 | 52% |
| PASUX | T. Rowe Price Retirement 2065 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 21 | 0% |
| PASX | — | Undecided | — | — |
| PASYX | PACE Alternative Strategies Investments· PACE SELECT ADVISORS TRUST | Undecided | 2,171 | 52% |
| PATAX | T. Rowe Price Tax-Free Income Fund, Inc.· T. ROWE PRICE TAX-FREE INCOME FUND, INC. | Undecided | 663 | 0% |
| PATFX | T. Rowe Price Tax-Free High Yield Fund· T. ROWE PRICE TAX-FREE HIGH YIELD FUND, INC. | Undecided | 1,069 | — |
30,325 funds · page 263 of 304