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 |
|---|---|---|---|---|
| CGVYX | American Funds Global Insight Fund | Non-compliant | 191 | 92% |
| 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 | 48 | 98% |
| 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 | 22% |
| 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 | 83% |
| 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 | 71 | 97% |
| CHGX | Stance Sustainable Beta ETF· EA Series Trust | Non-compliant | 102 | 96% |
| CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | Non-compliant | 602 | 64% |
| 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 | 71 | 97% |
| CHTRX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHTTX | AMG River Road Mid Cap Value Fund· AMG Funds IV | Non-compliant | 54 | 84% |
| CHTVX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 71 | 97% |
| CHTYX | Invesco Charter Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 69 | 97% |
| CHUCX | Alger Global Equity Fund | Non-compliant | 42 | 95% |
| CHUSX | Alger Global Equity Fund | Non-compliant | 42 | 95% |
| CHVCX | Cullen High Dividend Equity Fund· Cullen Funds Trust | Non-compliant | 45 | 91% |
| CHW | Calamos Global Dynamic Income Fund | Non-compliant | 754 | 76% |
| CHY | CALAMOS CONVERTIBLE & HIGH INCOME FUND | Non-compliant | 602 | 64% |
| CHYDX | Calamos High Income Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 471 | 29% |
| CHYEX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 22% |
| CHYYX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 22% |
| CHYZX | Columbia High Yield Bond Fund· Columbia Funds Series Trust II | Non-compliant | 490 | 22% |
| CIAGX | AB International Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 53 | 94% |
| CIAOX | Capital Advisors Growth Fund· Advisors Series Trust | Non-compliant | 39 | 94% |
| CIBCX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIBFX | Capital Income Builder | Non-compliant | 2,704 | 87% |
| CIBR | First Trust Nasdaq Cybersecurity ETF· First Trust Exchange-Traded Fund II | Non-compliant | 44 | 95% |
| CIBRX | Columbia Total Return Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,207 | 48% |
| CICAX | Investment Co of America | Non-compliant | 161 | 94% |
| CICCX | Investment Co of America | Non-compliant | 161 | 94% |
| CICEX | Investment Co of America | Non-compliant | 161 | 94% |
| CICFX | Investment Co of America | Non-compliant | 161 | 94% |
| CICGX | AB International Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 53 | 94% |
| CICVX | Calamos Convertible Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 113 | 69% |
| CIDVX | Calamos Dividend Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 104 | 98% |
| CIEQX | SBH INTERNATIONAL EQUITY FUND· Segall Bryant & Hamill Trust | Non-compliant | 344 | 93% |
| CIESX | Calvert International Equity Fund· Calvert World Values Fund, Inc. | Non-compliant | 45 | 97% |
| CIFCX | Calvert Income Fund· Calvert Fund | Non-compliant | 480 | 54% |
| CIGCX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 86 | 92% |
| CIGEX | Calamos Global Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 74 | 93% |
| CIGIX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 86 | 92% |
| CIGOX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 90 | 83% |
| CIGRX | Calamos International Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 86 | 92% |
| CIGYX | AB International Growth Portfolio· AB CAP FUND, INC. | Non-compliant | 53 | 94% |
| CIHCX | Cullen International High Dividend Fund· Cullen Funds Trust | Non-compliant | 65 | 90% |
| CIHDX | Cullen International High Dividend Fund· Cullen Funds Trust | Non-compliant | 65 | 90% |
| CIHEX | Calamos Hedged Equity Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 273 | 90% |
| CIHIX | Cullen International High Dividend Fund· Cullen Funds Trust | Non-compliant | 65 | 90% |
| CIHYX | Calamos High Income Opportunities Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 471 | 29% |
| CII | BlackRock Enhanced Large Cap Core Fund, Inc. | Non-compliant | 142 | 96% |
| CIICX | International Growth and Income Fund· International Growth & Income Fund | Non-compliant | 326 | 90% |
| CIISX | CAUSEWAY INTERNATIONAL SMALL CAP FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 170 | 81% |
| CIK | CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC. | Non-compliant | 346 | 19% |
| CIL | VictoryShares International Volatility Wtd ETF· Victory Portfolios II | Non-compliant | 517 | 81% |
| CILGX | Clarkston Fund· ALPS SERIES TRUST | Non-compliant | 20 | 81% |
| CIMAX | Income Fund of America | Non-compliant | 3,344 | 79% |
| CIMCX | Income Fund of America | Non-compliant | 3,344 | 80% |
| CIMDX | Clarkston Founders Fund· ALPS SERIES TRUST | Non-compliant | 28 | 84% |
| CIMEX | Income Fund of America | Non-compliant | 3,252 | 78% |
| CIMFX | Income Fund of America | Non-compliant | 3,344 | 79% |
| CINCX | Calvert Income Fund· Calvert Fund | Non-compliant | 480 | 54% |
| CINRX | Calvert Income Fund· Calvert Fund | Non-compliant | 480 | 54% |
| CIOAX | Calvert International Opportunities Fund· Calvert World Values Fund, Inc. | Non-compliant | 84 | 92% |
| CIODX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 486 | 23% |
| CIOIX | CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 245 | 84% |
| CIOVX | CAUSEWAY INTERNATIONAL OPPORTUNITIES FUND· CAUSEWAY CAPITAL MANAGEMENT TRUST | Non-compliant | 245 | 84% |
| CIOYX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 489 | 25% |
| CIOZX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 486 | 23% |
| CIPIX | Champlain MidCap Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 72 | 90% |
| CIPMX | Champlain MidCap Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 72 | 90% |
| CIPNX | Champlain Small Company Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 81 | 91% |
| CIPRX | Champlain Strategic Focus Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 27 | 95% |
| CIPSX | Champlain Small Company Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 81 | 91% |
| CIPTX | Champlain Strategic Focus Fund· ADVISORS' INNER CIRCLE FUND II | Non-compliant | 27 | 95% |
| CIQRX | SBH INTERNATIONAL EQUITY FUND· Segall Bryant & Hamill Trust | Non-compliant | 344 | 93% |
| CIRAX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIRCX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIREX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| CIRFX | Capital Income Builder | Non-compliant | 2,704 | 87% |
30,302 funds · page 27 of 304