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 |
|---|---|---|---|---|
| FAGAX | Fidelity Advisor Growth Opportunities Fund· Fidelity Advisor Series I | Non-compliant | 212 | 93% |
| FAGCX | Fidelity Advisor Growth Opportunities Fund· Fidelity Advisor Series I | Non-compliant | 212 | 93% |
| FAGIX | Fidelity Capital and Income Fund· Fidelity Summer Street Trust | Non-compliant | 700 | 38% |
| FAGKX | Fidelity Growth Strategies Fund· Fidelity Mt. Vernon Street Trust | Non-compliant | 149 | 92% |
| FAGNX | Fidelity Advisor Energy Fund· Fidelity Advisor Series VII | Non-compliant | 35 | 86% |
| FAGOX | Fidelity Advisor Growth Opportunities Fund· Fidelity Advisor Series I | Non-compliant | 212 | 93% |
| FAHCX | Fidelity Advisor Capital and Income Fund· Fidelity Advisor Series I | Non-compliant | 695 | 35% |
| FAHDX | Fidelity Advisor Capital and Income Fund· Fidelity Advisor Series I | Non-compliant | 695 | 35% |
| FAHEX | Fidelity Advisor Capital and Income Fund· Fidelity Advisor Series I | Non-compliant | 695 | 35% |
| FAHHX | American High Income Trust | Non-compliant | 1,092 | 30% |
| FAHYX | Fidelity Advisor Capital and Income Fund· Fidelity Advisor Series I | Non-compliant | 695 | 35% |
| FAIDX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FAIEX | First American Multi-Manager International Equity Fund· PFM Multi-Manager Series Trust | Non-compliant | 392 | 31% |
| FAIFX | Income Fund of America | Non-compliant | 3,344 | 79% |
| FAIRX | The Fairholme Fund· Fairholme Funds Inc | Non-compliant | 12 | 91% |
| FAIVX | Fidelity Advisor Equity Value Fund· Fidelity Advisor Series I | Non-compliant | 118 | 92% |
| FAJEX | Frost Total Return Bond Fund· Frost Family of Funds | Non-compliant | 330 | 71% |
| FAKDX | — | Non-compliant | 38 | 86% |
| FALAX | Fidelity Advisor Large Cap Fund· Fidelity Advisor Series I | Non-compliant | 168 | 90% |
| FALGX | Fidelity Advisor Large Cap Fund· Fidelity Advisor Series I | Non-compliant | 168 | 90% |
| FALIX | Fidelity Advisor Large Cap Fund· Fidelity Advisor Series I | Non-compliant | 168 | 90% |
| FALN | iShares Fallen Angels USD Bond ETF· iShares Trust | Non-compliant | 160 | 31% |
| FAMDX | FAM SMALL CAP FUND· Fenimore Asset Management Trust | Non-compliant | 26 | 88% |
| FAMEX | FAM DIVIDEND FOCUS FUND· Fenimore Asset Management Trust | Non-compliant | 29 | 97% |
| FAMFX | FAM SMALL CAP FUND· Fenimore Asset Management Trust | Non-compliant | 26 | 88% |
| FAMKX | Fidelity Advisor Focused Emerging Markets Fund· Fidelity Advisor Series VIII | Non-compliant | 61 | 85% |
| FAMVX | FAM VALUE FUND· Fenimore Asset Management Trust | Non-compliant | 32 | 99% |
| FAMWX | FAM VALUE FUND· Fenimore Asset Management Trust | Non-compliant | 32 | 99% |
| FAMZX | Fidelity Sustainable Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 370 | 62% |
| FAN | First Trust Global Wind Energy ETF· First Trust Exchange-Traded Fund II | Non-compliant | 49 | 77% |
| FANAX | Fidelity Advisor Energy Fund· Fidelity Advisor Series VII | Non-compliant | 35 | 86% |
| FANCX | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FANDX | Fidelity Sustainable Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 370 | 62% |
| FANIX | Fidelity Advisor Energy Fund· Fidelity Advisor Series VII | Non-compliant | 35 | 86% |
| FAOAX | Fidelity Advisor Overseas Fund· Fidelity Advisor Series VIII | Non-compliant | 87 | 89% |
| FAOCX | Fidelity Advisor Overseas Fund· Fidelity Advisor Series VIII | Non-compliant | 87 | 89% |
| FAOFX | Fidelity Advisor Series Growth Opportunities Fund· Fidelity Advisor Series I | Non-compliant | 197 | 92% |
| FAOIX | Fidelity Advisor Overseas Fund· Fidelity Advisor Series VIII | Non-compliant | 87 | 89% |
| FAOOX | Investment Co of America | Non-compliant | 161 | 94% |
| FAOSX | Fidelity Advisor Overseas Fund· Fidelity Advisor Series VIII | Non-compliant | 87 | 89% |
| FAPBX | Fidelity Sustainable Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 370 | 62% |
| FAPCX | Fidelity International Capital Appreciation K6 Fund· Fidelity Investment Trust | Non-compliant | 63 | 85% |
| FAPDX | Fidelity Sustainable Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 370 | 62% |
| FAPEX | Fidelity Sustainable Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 370 | 62% |
| FAPFX | Fidelity SAI Sustainable Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 395 | 65% |
| FAPGX | Fidelity Sustainable Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 370 | 62% |
| FAPHX | Fidelity Healthy Future Fund· Fidelity Summer Street Trust | Non-compliant | 91 | 91% |
| FAPJX | Fidelity Healthy Future Fund· Fidelity Summer Street Trust | Non-compliant | 91 | 91% |
| FAPKX | Fidelity Healthy Future Fund· Fidelity Summer Street Trust | Non-compliant | 91 | 91% |
| FAPLX | Fidelity Healthy Future Fund· Fidelity Summer Street Trust | Non-compliant | 91 | 91% |
| FAPMX | Fidelity Healthy Future Fund· Fidelity Summer Street Trust | Non-compliant | 91 | 91% |
| FAPNX | Fidelity Healthy Future Fund· Fidelity Summer Street Trust | Non-compliant | 91 | 91% |
| FAPSX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAPUX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAPVX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAPWX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAPYX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAPZX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAQIX | Nuveen Dividend Value Fund· Nuveen Investment Funds, Inc. | Non-compliant | 64 | 98% |
| FARCX | Nuveen Real Estate Securities Fund· Nuveen Investment Funds, Inc. | Non-compliant | 68 | 85% |
| FARMX | Fidelity Agricultural Productivity Fund· Fidelity Summer Street Trust | Non-compliant | 29 | 89% |
| FAS | Direxion Daily Financial Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 88 | 51% |
| FASBX | Franklin Templeton SMACS: Series CP· Franklin Strategic Series | Non-compliant | 336 | 45% |
| FASDX | Fidelity Strategic Dividend and Income Fund· Fidelity Salem Street Trust | Non-compliant | 727 | 74% |
| FASEX | Nuveen Mid Cap Value Opportunities Fund· Nuveen Investment Funds, Inc. | Non-compliant | 65 | 90% |
| FASOX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FASPX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FATRX | Frost Total Return Bond Fund· Frost Family of Funds | Non-compliant | 330 | 71% |
| FAUDX | Strategic Advisers Short Duration Fund· Fidelity Rutland Square Trust II | Non-compliant | 1,339 | 26% |
| FAUFX | Fidelity Advisor Utilities Fund· Fidelity Advisor Series VII | Non-compliant | 32 | 85% |
| FAUGX | Franklin Low Duration U.S. Government Securities Fund· Franklin Investors Securities Trust | Non-compliant | 1,186 | 95% |
| FAURX | Franklin Low Duration U.S. Government Securities Fund· Franklin Investors Securities Trust | Non-compliant | 1,186 | 95% |
| FAUZX | Franklin Low Duration U.S. Government Securities Fund· Franklin Investors Securities Trust | Non-compliant | 1,186 | 95% |
| FAVAX | Fidelity Advisor Equity Value Fund· Fidelity Advisor Series I | Non-compliant | 118 | 92% |
| FAVCX | Fidelity Advisor Equity Value Fund· Fidelity Advisor Series I | Non-compliant | 118 | 92% |
| FAVFX | Fidelity Advisor Value Fund· Fidelity Advisor Series I | Non-compliant | 188 | 85% |
| FAVTX | Fidelity Advisor Equity Value Fund· Fidelity Advisor Series I | Non-compliant | 118 | 92% |
| FAX | ABRDN ASIA-PACIFIC INCOME FUND, INC. | Non-compliant | 347 | 21% |
| FAYZX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FAZYX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FBAFX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| FBAGX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FBAHX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FBAKX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBALX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAOX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAPX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FBAQX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBARX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAUX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAVX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBBAX | Fundamental Family Office Allocation Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 64 | 81% |
| FBBYX | Fundamental Family Office Allocation Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 64 | 81% |
| FBCCX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCDX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| FBCEX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCG | Fidelity Blue Chip Growth ETF· Fidelity Covington Trust | Non-compliant | 230 | 96% |
| FBCGX | Fidelity Blue Chip Growth K6 Fund· Fidelity Securities Fund | Non-compliant | 378 | 91% |
| FBCHX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCIX | Capital Income Builder | Non-compliant | 2,791 | 87% |
30,302 funds · page 46 of 304