30,352 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 |
|---|---|---|---|---|
| PATIX | T. Rowe Price Tax-Free Short-Intermediate Fund, Inc.· T. ROWE PRICE TAX-FREE SHORT-INTERMEDIATE FUND, INC. | Undecided | 480 | — |
| PATL | — | Undecided | — | — |
| PATRX | PIMCO All Asset Fund· PIMCO FUNDS | Undecided | 29 | — |
| PATVX | T. Rowe Price Target 2035 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| PATX | — | Undecided | — | — |
| PAU | — | Undecided | — | — |
| PAUAX | PIMCO All Asset All Authority Fund· PIMCO FUNDS | Undecided | 30 | — |
| PAUCX | PIMCO All Asset All Authority Fund· PIMCO FUNDS | Undecided | 30 | — |
| PAUG | — | Undecided | — | — |
| PAUIX | PIMCO All Asset All Authority Fund· PIMCO FUNDS | Undecided | 30 | — |
| PAUNX | PIMCO All Asset All Authority Fund· PIMCO FUNDS | Undecided | 30 | — |
| PAUPX | PIMCO All Asset All Authority Fund· PIMCO FUNDS | Undecided | 30 | — |
| PAVXX | — | Undecided | 166 | 23% |
| PAXIX | Impax Sustainable Allocation Fund· IMPAX FUNDS SERIES TRUST I | Undecided | 10 | 4% |
| PAXS | PIMCO Access Income Fund | Undecided | 607 | 17% |
| PAXWX | Impax Sustainable Allocation Fund· IMPAX FUNDS SERIES TRUST I | Undecided | 10 | 4% |
| PAYH | — | Undecided | — | — |
| PAYM | — | Undecided | — | — |
| PAZLX | T. Rowe Price Target 2065 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 21 | 0% |
| PBAMX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PBAOX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PBAP | PGIM S&P 500 Buffer 20 ETF - April· PGIM Rock ETF Trust | Undecided | 9 | 99% |
| PBAPX | SAM Balanced Portfolio· Principal Funds, Inc | Undecided | 29 | — |
| PBAU | PGIM S&P 500 Buffer 20 ETF - August· PGIM Rock ETF Trust | Undecided | 9 | 100% |
| PBBZX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PBCAX | PGIM California Muni Income Fund· Prudential Investment Portfolios 6 | Undecided | 292 | 1% |
| PBCS | — | Undecided | — | — |
| PBDAX | PIMCO Investment Grade Credit Bond Fund· PIMCO FUNDS | Undecided | 2,574 | 54% |
| PBDC | — | Undecided | — | — |
| PBDCX | PIMCO Investment Grade Credit Bond Fund· PIMCO FUNDS | Undecided | 2,574 | 54% |
| PBDPX | PIMCO Investment Grade Credit Bond Fund· PIMCO FUNDS | Undecided | 2,574 | 54% |
| PBEU | — | Undecided | — | — |
| PBFR | PGIM Laddered S&P 500 Buffer 20 ETF· PGIM Rock ETF Trust | Undecided | 13 | — |
| PBHXX | — | Undecided | 23 | 64% |
| PBLIX | PIMCO REALPATH Blend 2065 Fund· PIMCO Equity Series | Undecided | 18 | — |
| PBLLX | PIMCO REALPATH Blend 2065 Fund· PIMCO Equity Series | Undecided | 18 | — |
| PBMFX | Victory AMT-Free Municipal Fund· Victory Portfolios IV | Undecided | 118 | — |
| PBMR | PGIM S&P 500 Buffer 20 ETF - March· PGIM Rock ETF Trust | Undecided | 7 | 99% |
| PBMXX | — | Undecided | 63 | 25% |
| PBOG | — | Undecided | — | — |
| PBPAX | PIMCO REALPATH Blend 2030 Fund· PIMCO Equity Series | Undecided | 21 | 0% |
| PBPH | — | Undecided | — | — |
| PBPNX | PIMCO REALPATH Blend 2030 Fund· PIMCO Equity Series | Undecided | 21 | 0% |
| PBQQ | PGIM Laddered Nasdaq-100 Buffer 12 ETF· PGIM Rock ETF Trust | Undecided | 5 | — |
| PBRAX | PIMCO REALPATH Blend Income Fund· PIMCO Equity Series | Undecided | 22 | 0% |
| PBRCX | Federated Hermes Prudent Bear Fund· Federated Hermes Equity Funds | Undecided | 184 | 25% |
| PBRG | — | Undecided | — | — |
| PBRIX | Federated Hermes Prudent Bear Fund· Federated Hermes Equity Funds | Undecided | 184 | 25% |
| PBRNX | PIMCO REALPATH Blend Income Fund· PIMCO Equity Series | Undecided | 22 | 0% |
| PBSE | PGIM S&P 500 Buffer 20 ETF - September· PGIM Rock ETF Trust | Undecided | 17 | 100% |
| PBUB | — | Undecided | — | — |
| PBWN | — | Undecided | — | — |
| PBYMX | Victory AMT-Free Municipal Fund· Victory Portfolios IV | Undecided | 118 | — |
| PCARX | PIMCO Credit Opportunities Bond Fund· PIMCO FUNDS | Undecided | 878 | 44% |
| PCBFX | SAM Conservative Balanced Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| PCBJX | SAM Conservative Balanced Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| PCBPX | SAM Conservative Balanced Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| PCBX | — | Undecided | — | — |
| PCCFX | PGIM Income Builder Fund· Prudential Investment Portfolios 16 | Undecided | 67 | 11% |
| PCCIX | SAM Conservative Balanced Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| PCCLX | Putnam Retirement Advantage 2040 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PCCPX | PIMCO RAE PLUS Small Fund· PIMCO FUNDS | Undecided | 1,198 | 61% |
| PCCRX | PIMCO Credit Opportunities Bond Fund· PIMCO FUNDS | Undecided | 878 | 44% |
| PCCXX | — | Undecided | 342 | 41% |
| PCDLX | Putnam Retirement Advantage 2035 Fund· Putnam Target Date Funds | Undecided | 4 | — |
| PCDXX | — | Undecided | 342 | 41% |
| PCEB | — | Undecided | — | — |
| PCEF | Invesco CEF Income Composite ETF· Invesco Exchange-Traded Fund Trust II | Undecided | 110 | — |
| PCEXX | — | Undecided | 120 | 45% |
| PCFAX | PIMCO RAE PLUS Small Fund· PIMCO FUNDS | Undecided | 1,198 | 61% |
| PCFDX | PIMCO RAE PLUS Small Fund· PIMCO FUNDS | Undecided | 1,198 | 61% |
| PCFEX | PIMCO RAE PLUS Small Fund· PIMCO FUNDS | Undecided | 1,198 | 61% |
| PCFI | — | Undecided | — | — |
| PCFIX | PIMCO RAE PLUS Small Fund· PIMCO FUNDS | Undecided | 1,198 | 61% |
| PCGAX | PGIM Income Builder Fund· Prudential Investment Portfolios 16 | Undecided | 67 | 11% |
| PCGJX | SAM Conservative Growth Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| PCGNX | PIMCO GNMA and Government Securities Fund· PIMCO FUNDS | Undecided | 1,994 | 84% |
| PCGPX | SAM Conservative Growth Portfolio· Principal Funds, Inc | Undecided | 27 | — |
| PCGQX | PGIM Income Builder Fund· Prudential Investment Portfolios 16 | Undecided | 67 | 11% |
| PCGTX | PACE Mortgage-Backed Securities Fixed Income Investments· PACE SELECT ADVISORS TRUST | Undecided | 1,102 | 89% |
| PCGXX | — | Undecided | 1 | — |
| PCHI | — | Undecided | — | — |
| PCICX | PGIM California Muni Income Fund· Prudential Investment Portfolios 6 | Undecided | 292 | 1% |
| PCIEX | PACE International Equity Investments· PACE SELECT ADVISORS TRUST | Undecided | 376 | 91% |
| PCIIX | PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,450 | 52% |
| PCIQX | PGIM California Muni Income Fund· Prudential Investment Portfolios 6 | Undecided | 292 | 1% |
| PCIZX | PGIM California Muni Income Fund· Prudential Investment Portfolios 6 | Undecided | 292 | 1% |
| PCJIX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJQX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJRX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJSX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJUX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJVX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJWX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJYX | Franklin Retirement Advantage Plus 2065 Fund· Putnam Target Date Funds | Undecided | 5 | — |
| PCJZX | Putnam Retirement Advantage 2065 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PCKAX | PIMCO StocksPLUS Small Fund· PIMCO FUNDS | Undecided | 1,322 | 60% |
| PCKBX | Putnam Retirement Advantage 2065 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PCKCX | PIMCO StocksPLUS Small Fund· PIMCO FUNDS | Undecided | 1,322 | 60% |
| PCKDX | PIMCO StocksPLUS Small Fund· PIMCO FUNDS | Undecided | 1,322 | 60% |
30,352 funds · page 264 of 304