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 |
|---|---|---|---|---|
| CLDRX | Calvert Core Bond Fund· Calvert Fund | Non-compliant | 410 | 63% |
| CLDYX | Columbia Select Short Corporate Income Fund· Columbia Funds Series Trust II | Non-compliant | 106 | 57% |
| CLDZX | Columbia Select Short Corporate Income Fund· Columbia Funds Series Trust II | Non-compliant | 106 | 57% |
| CLEYX | Columbia Cornerstone Equity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 59 | 98% |
| CLFFX | LONE PEAK VALUE FUND· World Funds Trust | Non-compliant | 34 | 85% |
| CLGEX | Columbia Cornerstone Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 56 | 97% |
| CLGPX | Columbia Large Cap Growth Opportunity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 44 | 98% |
| CLGRX | Calvert U.S. Large Cap Growth Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 552 | 98% |
| CLIFX | LONE PEAK VALUE FUND· World Funds Trust | Non-compliant | 34 | 85% |
| CLIM | Climate Global Climate Resilient REIT Index ETF· Exchange Listed Funds Trust | Non-compliant | 76 | 73% |
| CLIP | Global X 1-3 Month T-Bill ETF· GLOBAL X FUNDS | Non-compliant | 26 | 100% |
| CLIQX | LONE PEAK VALUE FUND· World Funds Trust | Non-compliant | 34 | 85% |
| CLM | Cornerstone Strategic Investment Fund, Inc. | Non-compliant | 113 | 90% |
| CLMAX | Columbia Mortgage Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 510 | 61% |
| CLMCX | Columbia Mortgage Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 510 | 61% |
| CLMDX | Columbia Mortgage Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 510 | 61% |
| CLMVX | Columbia Mortgage Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 510 | 61% |
| CLMZX | Columbia Mortgage Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 510 | 61% |
| CLOD | Themes Cloud Computing ETF· Themes ETF Trust | Non-compliant | 52 | 95% |
| CLOI | VanEck CLO ETF· VanEck ETF Trust | Non-compliant | 172 | 5% |
| CLOU | Global X Cloud Computing ETF· GLOBAL X FUNDS | Non-compliant | 39 | 96% |
| CLPYX | Columbia Large Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 506 | 97% |
| CLQZX | Columbia Disciplined Growth Fund· Columbia Funds Series Trust II | Non-compliant | 77 | 98% |
| CLREX | Columbia Balanced Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,030 | 78% |
| CLRYX | Columbia Large Cap Growth Opportunity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 44 | 98% |
| CLSCX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,296 | 37% |
| CLSDX | Columbia Select Mid Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 71 | 89% |
| CLSPX | Columbia Select Mid Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 71 | 89% |
| CLSUX | ClearBridge Sustainability Leaders Fund· Legg Mason Partners Investment Trust | Non-compliant | 61 | 93% |
| CLSYX | Columbia International Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 61 | 96% |
| CLTAX | Catalyst/Lyons Tactical Allocation Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 25 | 99% |
| CLTCX | Catalyst/Lyons Tactical Allocation Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 25 | 99% |
| CLTIX | Catalyst/Lyons Tactical Allocation Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 25 | 99% |
| CLUB | Billionaires Club ETF· Exchange Listed Funds Trust | Non-compliant | 31 | 93% |
| CLVRX | Calvert U.S. Large Cap Value Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 527 | 94% |
| CLWFX | Columbia Cornerstone Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 56 | 97% |
| CLXRX | Columbia Large Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 506 | 97% |
| CMALX | CRAWFORD MULTI-ASSET INCOME FUND· Unified Series Trust | Non-compliant | 48 | 78% |
| CMBKX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| CMBLX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| CMBMX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| CMBNX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| CMBOX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| CMBPX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| CMBQX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| CMBS | iShares CMBS ETF· iShares Trust | Non-compliant | 465 | 53% |
| CMCAX | CM Commodity Index Fund· VanEck Funds | Non-compliant | 24 | 94% |
| CMCCX | Columbia Select Mid Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 71 | 89% |
| CMCI | VanEck CMCI Commodity Strategy ETF· VanEck ETF Trust | Non-compliant | 18 | 97% |
| CMCMX | CONESTOGA DISCOVERY FUND· Conestoga Funds | Non-compliant | 29 | 98% |
| CMCRX | Calvert U.S. Mid Cap Core Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 601 | 91% |
| CMCYX | CM Commodity Index Fund· VanEck Funds | Non-compliant | 24 | 94% |
| CMDDX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 87% |
| CMDHX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| CMDJX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| CMDKX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| CMDLX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| CMDNX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| CMDOX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| CMDY | iShares Bloomberg Roll Select Commodity Strategy ETF· iShares U.S. ETF Trust | Non-compliant | 89 | 51% |
| CMDYX | Columbia Mid Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 402 | 84% |
| CMEUX | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund· SIX CIRCLES TRUST | Non-compliant | 617 | 96% |
| CMFAX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| CMFCX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| CMFEX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| CMFFX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| CMFIX | CM ADVISORS FIXED INCOME FUND· CM Advisors Family of Fund | Non-compliant | 84 | 56% |
| CMGIX | BlackRock Mid-Cap Growth Equity Portfolio· BlackRock Funds | Non-compliant | 59 | 96% |
| CMGSX | BlackRock Mid-Cap Growth Equity Portfolio· BlackRock Funds | Non-compliant | 59 | 96% |
| CMGUX | Columbia Ultra Short Term Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 242 | 33% |
| CMGVX | Columbia Select Mid Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 71 | 89% |
| CMGYX | Columbia Select Mid Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 71 | 89% |
| CMIDX | Congress Mid Cap Growth Fund· Professionally Managed Portfolios | Non-compliant | 38 | 98% |
| CMIEX | Multi-Manager International Equity Strategies Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 584 | 96% |
| CMIRX | CONESTOGA DISCOVERY FUND· Conestoga Funds | Non-compliant | 29 | 98% |
| CMJAX | Calvert U.S. Mid Cap Core Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 601 | 91% |
| CMJIX | Calvert U.S. Mid Cap Core Responsible Index Fund· Calvert Responsible Index Series, Inc. | Non-compliant | 601 | 91% |
| CMLAX | American Mutual Fund | Non-compliant | 146 | 94% |
| CMLCX | American Mutual Fund | Non-compliant | 157 | 93% |
| CMLEX | American Mutual Fund | Non-compliant | 146 | 94% |
| CMLFX | American Mutual Fund | Non-compliant | 146 | 94% |
| CMLIX | Congress Large Cap Growth Fund· Professionally Managed Portfolios | Non-compliant | 40 | 97% |
| CMNWX | Principal Capital Appreciation Fund· Principal Funds, Inc | Non-compliant | 100 | 96% |
| CMOYX | Columbia Mortgage Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 510 | 61% |
| CMPGX | Government & High Quality Bond Fund· Principal Funds, Inc | Non-compliant | 297 | 88% |
| CMPIX | Core Fixed Income Fund· Principal Funds, Inc | Non-compliant | 462 | 68% |
| CMSCX | Columbia Small Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 106 | 86% |
| CMSHX | Columbia Small Cap Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 106 | 86% |
| CMUAX | Columbia Select Mid Cap Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 49 | 87% |
| CMUCX | Columbia Select Mid Cap Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 49 | 87% |
| CMVIX | BlackRock Advantage Large Cap Growth Fund· BlackRock Funds | Non-compliant | 159 | 98% |
| CMVRX | Columbia Select Mid Cap Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 49 | 87% |
| CMVYX | Columbia Select Mid Cap Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 49 | 87% |
| CNAV | Mohr Company NAV ETF· Collaborative Investment Series Trust | Non-compliant | 32 | 98% |
| CNBS | Amplify Seymour Cannabis ETF· Amplify ETF Trust | Non-compliant | 38 | 91% |
| CNDAX | Columbia Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 447 | 52% |
| CNEAX | Alger Concentrated Equity Fund· ALGER FUNDS | Non-compliant | 31 | 85% |
| CNECX | Alger Concentrated Equity Fund· ALGER FUNDS | Non-compliant | 31 | 85% |
| CNEIX | Alger Concentrated Equity Fund· ALGER FUNDS | Non-compliant | 31 | 85% |
| CNEQ | Alger Concentrated Equity ETF· Alger ETF Trust | Non-compliant | 30 | 82% |
30,302 funds · page 28 of 304