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 |
|---|---|---|---|---|
| PGGFX | American Funds Global Growth Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 8 | — |
| PGMAX | PIMCO Global Core Asset Allocation Fund· PIMCO FUNDS | Undecided | 821 | 30% |
| PGMCX | PIMCO Global Core Asset Allocation Fund· PIMCO FUNDS | Undecided | 821 | 30% |
| PGNDX | PIMCO GNMA and Government Securities Fund· PIMCO FUNDS | Undecided | 1,994 | 84% |
| PGNPX | PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,450 | 52% |
| PGOVX | PIMCO Long-Term U.S. Government Fund· PIMCO FUNDS | Undecided | 305 | 78% |
| PGOXX | — | Undecided | 11 | 2% |
| PGP | PIMCO Global StocksPLUS & Income Fund | Undecided | 555 | 35% |
| PGPXX | — | Undecided | 11 | 2% |
| PGRI | — | Undecided | — | — |
| PGRO | — | Undecided | — | — |
| PGRRX | Pioneer Select Mid Cap Growth Fund· Pioneer Series Trust II | Undecided | — | — |
| PGSAX | PIMCO Global Advantage Strategy Bond Fund· PIMCO FUNDS | Undecided | 1,111 | 45% |
| PGSVX | Pioneer Global Sustainable Value Fund· Pioneer Series Trust XIV | Undecided | — | — |
| PGTOX | PGIM Global Total Return Fund· Prudential Global Total Return Fund, Inc. | Undecided | 1,464 | 29% |
| PGTQX | PGIM Global Total Return Fund· Prudential Global Total Return Fund, Inc. | Undecided | 1,464 | 29% |
| PGTSX | PGIM Global Total Return Fund· Prudential Global Total Return Fund, Inc. | Undecided | 1,464 | 29% |
| PGVXX | — | Undecided | 59 | 11% |
| PGWFX | American Funds Global Growth Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 8 | — |
| PGWXX | — | Undecided | 59 | 11% |
| PGXFX | American Funds Global Growth Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 8 | — |
| PGYXX | — | Undecided | 11 | 2% |
| PHEAX | PGIM Global Total Return (USD Hedged) Fund· Prudential Global Total Return Fund, Inc. | Undecided | 529 | 30% |
| PHECX | PGIM Global Total Return (USD Hedged) Fund· Prudential Global Total Return Fund, Inc. | Undecided | 529 | 30% |
| PHEQ | Parametric Hedged Equity ETF· Morgan Stanley ETF Trust | Undecided | 186 | 93% |
| PHEQX | PGIM Global Total Return (USD Hedged) Fund· Prudential Global Total Return Fund, Inc. | Undecided | 529 | 30% |
| PHEZX | PGIM Global Total Return (USD Hedged) Fund· Prudential Global Total Return Fund, Inc. | Undecided | 529 | 30% |
| PHICX | PGIM Muni High Income Fund· Prudential Investment Portfolios 4 | Undecided | 447 | 2% |
| PHIQX | PGIM Muni High Income Fund· Prudential Investment Portfolios 4 | Undecided | 447 | 2% |
| PHIZX | PGIM Muni High Income Fund· Prudential Investment Portfolios 4 | Undecided | 447 | 2% |
| PHJBX | Principal LifeTime Hybrid 2055 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHJDX | Principal LifeTime Hybrid 2065 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHJEX | Principal LifeTime Hybrid 2040 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHJFX | Principal LifeTime Hybrid Income Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHJGX | Principal LifeTime Hybrid 2060 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHJJX | Principal LifeTime Hybrid 2035 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHJMX | Principal LifeTime Hybrid 2015 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHJNX | Principal LifeTime Hybrid 2030 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHJQX | Principal LifeTime Hybrid 2025 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHJTX | Principal LifeTime Hybrid 2020 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHJUX | Principal LifeTime Hybrid 2050 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHJYX | Principal LifeTime Hybrid 2045 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHK | PIMCO HIGH INCOME FUND | Undecided | 721 | 16% |
| PHMIX | PIMCO High Yield Municipal Bond Fund· PIMCO FUNDS | Undecided | 995 | 4% |
| PHOX | — | Undecided | — | — |
| PHPDX | Putnam Retirement Advantage 2050 Fund· Putnam Target Date Funds | Undecided | 3 | — |
| PHS | — | Undecided | — | — |
| PHSRX | — | Undecided | — | — |
| PHTFX | Principal LifeTime Hybrid Income Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHTJX | Principal LifeTime Hybrid 2035 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHTMX | Principal LifeTime Hybrid 2015 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHTNX | Principal LifeTime Hybrid 2030 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHTQX | Principal LifeTime Hybrid 2025 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHTTX | Principal LifeTime Hybrid 2020 Fund· Principal Funds, Inc | Undecided | 12 | — |
| PHTUX | Principal LifeTime Hybrid 2050 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHTYX | Principal LifeTime Hybrid 2045 Fund· Principal Funds, Inc | Undecided | 9 | — |
| PHYNX | Penn Capital Opportunistic High Income Fund· RBB Fund Trust | Undecided | — | — |
| PHYS | — | Undecided | — | — |
| PHYVX | Penn Capital Opportunistic High Income Fund· RBB Fund Trust | Undecided | — | — |
| PIAFX | Invesco Multi-Asset Income Fund· AIM Investment Funds (Invesco Investment Funds) | Undecided | 25 | 1% |
| PIALX | Victory Pioneer Solutions - Balanced Fund· Victory Portfolios IV | Undecided | 17 | — |
| PICFX | Invesco Multi-Asset Income Fund· AIM Investment Funds (Invesco Investment Funds) | Undecided | 25 | 1% |
| PIDCX | Victory Pioneer Solutions - Balanced Fund· Victory Portfolios IV | Undecided | 17 | — |
| PIFFX | Invesco Multi-Asset Income Fund· AIM Investment Funds (Invesco Investment Funds) | Undecided | 25 | 1% |
| PIFIX | SAM Flexible Income Portfolio· Principal Funds, Inc | Undecided | 26 | — |
| PIFXX | — | Undecided | 155 | 44% |
| PIGCX | — | Undecided | — | — |
| PIGIX | PIMCO Investment Grade Credit Bond Fund· PIMCO FUNDS | Undecided | 2,574 | 54% |
| PIMAX | Victory High Income Municipal Fund· Victory Portfolios IV | Undecided | 185 | — |
| PIMGDAA | PIMCO Global Diversified Allocation Portfolio· PIMCO VARIABLE INSURANCE TRUST | Undecided | 19 | — |
| PIMGDAD | PIMCO Global Diversified Allocation Portfolio· PIMCO VARIABLE INSURANCE TRUST | Undecided | 19 | — |
| PIMXX | — | Undecided | 134 | 12% |
| PINC | — | Undecided | — | — |
| PINXX | — | Undecided | 200 | 17% |
| PIPAX | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,785 | 53% |
| PIPCX | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,785 | 53% |
| PIPDX | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,785 | 53% |
| PIPE | — | Undecided | — | — |
| PIPTX | Virtus KAR Global Quality Dividend Fund· Virtus Equity Trust | Undecided | — | — |
| PIRFX | Invesco Multi-Asset Income Fund· AIM Investment Funds (Invesco Investment Funds) | Undecided | 25 | 1% |
| PIRMX | PIMCO Inflation Response Multi-Asset Fund· PIMCO FUNDS | Undecided | 1,032 | 43% |
| PISIX | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,785 | 53% |
| PISNX | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,785 | 53% |
| PISVX | Pioneer Intrinsic Value Fund· Pioneer Series Trust XIV | Undecided | — | — |
| PISXX | — | Undecided | 63 | 59% |
| PISYX | Pioneer Intrinsic Value Fund· Pioneer Series Trust XIV | Undecided | — | — |
| PIT | VanEck Commodity Strategy ETF· VanEck ETF Trust | Undecided | 36 | 90% |
| PITEX | Tax-Exempt Bond Fund· Principal Funds, Inc | Undecided | 211 | — |
| PIUHX | PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)· PIMCO FUNDS | Undecided | 1,785 | 53% |
| PIVXX | — | Undecided | 63 | 59% |
| PIXAX | PIMCO RAE PLUS Fund· PIMCO FUNDS | Undecided | 1,662 | 61% |
| PIXCX | PIMCO RAE PLUS Fund· PIMCO FUNDS | Undecided | 1,662 | 61% |
| PIXDX | PIMCO RAE PLUS Fund· PIMCO FUNDS | Undecided | 1,662 | 61% |
| PIXPX | PIMCO RAE PLUS Fund· PIMCO FUNDS | Undecided | 1,662 | 61% |
| PIYFX | Invesco Multi-Asset Income Fund· AIM Investment Funds (Invesco Investment Funds) | Undecided | 25 | 1% |
| PJAN | — | Undecided | — | — |
| PJIN | — | Undecided | — | — |
| PJLXX | — | Undecided | 484 | 27% |
| PJSM | — | Undecided | — | — |
| PJTXX | — | Undecided | 89 | — |
30,325 funds · page 267 of 304