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 |
|---|---|---|---|---|
| CNEZX | Alger Concentrated Equity Fund· ALGER FUNDS | Non-compliant | 31 | 85% |
| CNFRX | Columbia Bond Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 447 | 52% |
| CNGAX | New Economy Fund | Non-compliant | 176 | 89% |
| CNGCX | New Economy Fund | Non-compliant | 176 | 89% |
| CNGEX | New Economy Fund | Non-compliant | 176 | 89% |
| CNGFX | New Economy Fund | Non-compliant | 176 | 89% |
| CNGLX | COMMONWEALTH GLOBAL FUND· Commonwealth International Series Trust | Non-compliant | 42 | 88% |
| CNJFX | COMMONWEALTH JAPAN FUND· Commonwealth International Series Trust | Non-compliant | 48 | 90% |
| CNLAX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| CNLCX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| CNLEX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| CNLFX | American Funds Inflation Linked Bond Fund | Non-compliant | 299 | 87% |
| CNPAX | New Perspective Fund | Non-compliant | 295 | 95% |
| CNPCX | New Perspective Fund | Non-compliant | 295 | 95% |
| CNPEX | New Perspective Fund | Non-compliant | 295 | 95% |
| CNPFX | New Perspective Fund | Non-compliant | 295 | 95% |
| CNPIX | CONSUMER STAPLES ULTRASECTOR PROFUND· ProFunds | Non-compliant | 43 | 78% |
| CNPSX | CONSUMER STAPLES ULTRASECTOR PROFUND· ProFunds | Non-compliant | 43 | 78% |
| CNREX | COMMONWEALTH REAL ESTATE SECURITIES FUND· Commonwealth International Series Trust | Non-compliant | 50 | 81% |
| CNRG | State Street(R) SPDR(R) S&P Kensho Clean Power ETF· SPDR SERIES TRUST | Non-compliant | 43 | 86% |
| CNRUX | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND· City National Rochdale Funds | Non-compliant | 55 | 99% |
| CNRVX | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND· City National Rochdale Funds | Non-compliant | 55 | 99% |
| CNRWX | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND· City National Rochdale Funds | Non-compliant | 55 | 99% |
| CNRZX | CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND· City National Rochdale Funds | Non-compliant | 942 | 19% |
| CNSAX | Invesco Convertible Securities Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 176 | 77% |
| CNSCX | Invesco Convertible Securities Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 176 | 77% |
| CNSDX | Invesco Convertible Securities Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 176 | 77% |
| CNSFX | Invesco Convertible Securities Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 176 | 78% |
| CNSIX | Invesco Convertible Securities Fund· AIM Growth Series (Invesco Growth Series) | Non-compliant | 176 | 77% |
| CNWAX | New World Fund Inc | Non-compliant | 637 | 85% |
| CNWCX | New World Fund Inc | Non-compliant | 637 | 85% |
| CNWDX | Calamos Evolving World Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 79 | 79% |
| CNWEX | New World Fund Inc | Non-compliant | 637 | 85% |
| CNWFX | New World Fund Inc | Non-compliant | 637 | 85% |
| CNWGX | Calamos Evolving World Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 79 | 79% |
| CNWIX | Calamos Evolving World Growth Fund· CALAMOS INVESTMENT TRUST/IL | Non-compliant | 79 | 79% |
| CNXT | VanEck ChiNext ETF· VanEck ETF Trust | Non-compliant | 97 | 56% |
| CNYA | iShares MSCI China A ETF· iShares Trust | Non-compliant | 415 | 68% |
| CNZLX | COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND· Commonwealth International Series Trust | Non-compliant | 42 | 54% |
| COAL | Range Global Coal Index ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 29 | 85% |
| COAVX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COBAX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| COBCX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| COBEX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| COBFX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| COCRX | Columbia Convertible Securities Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 120 | 72% |
| COCVX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COFRX | Columbia Contrarian Core Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 79 | 98% |
| COFYX | Columbia Contrarian Core Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 79 | 98% |
| COHIX | Coho Relative Value Equity Fund· Managed Portfolio Series | Non-compliant | 30 | 63% |
| COHOX | Coho Relative Value Equity Fund· Managed Portfolio Series | Non-compliant | 30 | 63% |
| COIAX | SIMT Conservative Income Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 162 | 15% |
| COICX | Calvert International Opportunities Fund· Calvert World Values Fund, Inc. | Non-compliant | 84 | 92% |
| COIIX | Calvert International Opportunities Fund· Calvert World Values Fund, Inc. | Non-compliant | 84 | 92% |
| COIRX | Calvert International Opportunities Fund· Calvert World Values Fund, Inc. | Non-compliant | 84 | 92% |
| COIYX | SIMT Conservative Income Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 162 | 15% |
| COLO | Global X MSCI Colombia ETF· GLOBAL X FUNDS | Non-compliant | 34 | 79% |
| COMAX | DWS Digital Horizons Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 75 | 90% |
| COMIX | CM Commodity Index Fund· VanEck Funds | Non-compliant | 24 | 94% |
| COMSX | DWS Digital Horizons Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 75 | 90% |
| COMT | iShares GSCI Commodity Dynamic Roll Strategy ETF· iShares U.S. ETF Trust | Non-compliant | 169 | 32% |
| COMVX | Comstock Capital Value Fund· Comstock Funds, Inc. | Non-compliant | 160 | 65% |
| COMZX | DWS Digital Horizons Fund· DEUTSCHE DWS SECURITIES TRUST | Non-compliant | 75 | 90% |
| CONIX | Lazard US Convertibles Portfolio· LAZARD FUNDS INC | Non-compliant | 101 | 72% |
| CONOX | Lazard US Convertibles Portfolio· LAZARD FUNDS INC | Non-compliant | 101 | 72% |
| CONRX | Lazard US Convertibles Portfolio· LAZARD FUNDS INC | Non-compliant | 101 | 72% |
| CONWX | Concorde Wealth Management Fund· Concorde Funds Inc | Non-compliant | 60 | 64% |
| COPA | Themes Copper Miners ETF· Themes ETF Trust | Non-compliant | 50 | 71% |
| COPX | Global X Copper Miners ETF· GLOBAL X FUNDS | Non-compliant | 63 | 88% |
| COPY | Tweedy, Browne Insider + Value ETF· RBB Fund Trust | Non-compliant | 221 | 85% |
| CORB | AB Core Bond ETF· AB Active ETFs, Inc. | Non-compliant | 711 | 74% |
| COSAX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSBX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COSIX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,296 | 37% |
| COSNX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSOX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSSX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COSTX | Columbia Overseas Core Fund· Columbia Funds Series Trust II | Non-compliant | 129 | 82% |
| COSW | Roundhill COST WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 4 | 86% |
| COSYX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COSZX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COVAX | Columbia Small Cap Value and Inflection Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 102 | 80% |
| COVUX | Columbia Overseas Value Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 110 | 85% |
| COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF· Pacer Funds Trust | Non-compliant | 102 | 97% |
| COWZ | Pacer US Cash Cows 100 ETF· Pacer Funds Trust | Non-compliant | 102 | 96% |
| COYY | GraniteShares YieldBOOST COIN ETF· GraniteShares ETF Trust | Non-compliant | 8 | 94% |
| CPAEX | Counterpoint Tactical Equity Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 312 | 31% |
| CPAFX | American Funds Core Plus Bond Fund | Non-compliant | 659 | 49% |
| CPAI | Counterpoint Quantitative Equity ETF· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 52 | 94% |
| CPATX | Counterpoint Tactical Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 29 | 7% |
| CPAYX | Integrity Dividend Summit Fund· INTEGRITY FUNDS | Non-compliant | 37 | 92% |
| CPBFX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPBRX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPBYX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPCCX | Comstock Capital Value Fund· Comstock Funds, Inc. | Non-compliant | 160 | 65% |
| CPCEX | Counterpoint Tactical Equity Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 312 | 31% |
| CPCFX | Invesco Core Plus Bond Fund· AIM Counselor Series Trust (Invesco Counselor Series Trust) | Non-compliant | 2,297 | 31% |
| CPCRX | Comstock Capital Value Fund· Comstock Funds, Inc. | Non-compliant | 160 | 65% |
| CPCTX | Counterpoint Tactical Income Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 29 | 7% |
| CPEAX | Catalyst Dynamic Alpha Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 34 | 96% |
30,302 funds · page 29 of 304