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 |
|---|---|---|---|---|
| FSLSX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FSLVX | Fidelity Stock Selector Large Cap Value Fund· Fidelity Devonshire Trust | Non-compliant | 127 | 95% |
| FSLZX | Fidelity Advisor Stock Selector Mid Cap Fund· Fidelity Advisor Series I | Non-compliant | 207 | 81% |
| FSMAX | Fidelity Extended Market Index Fund· Fidelity Concord Street Trust | Non-compliant | 3,364 | 77% |
| FSMBX | TRIBUTARY SMALL/MID CAP FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 57 | 86% |
| FSMCX | TRIBUTARY SMALL/MID CAP FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 57 | 86% |
| FSMD | Fidelity Small-Mid Multifactor ETF· Fidelity Covington Trust | Non-compliant | 591 | 80% |
| FSMDX | Fidelity Mid Cap Index Fund· Fidelity Salem Street Trust | Non-compliant | 825 | 84% |
| FSMEX | Select Medical Technology and Devices Portfolio· Fidelity Select Portfolios | Non-compliant | 66 | 94% |
| FSML | Franklin Small Cap Enhanced ETF· Franklin Templeton ETF Trust | Non-compliant | 303 | 84% |
| FSMLX | Franklin Small Cap Growth Fund· Franklin Strategic Series | Non-compliant | 139 | 75% |
| FSMRX | Franklin Small-Mid Cap Growth Fund· Franklin Strategic Series | Non-compliant | 99 | 90% |
| FSMTX | Fidelity SAI Total Bond Fund· Fidelity Salem Street Trust | Non-compliant | 6,291 | 64% |
| FSMVX | Fidelity Mid Cap Value Fund· Fidelity Devonshire Trust | Non-compliant | 185 | 88% |
| FSNDX | Fidelity SAI International Credit Fund· Fidelity Salem Street Trust | Non-compliant | 340 | 45% |
| FSOAX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FSOPX | Fidelity Series Small Cap Opportunities Fund· Fidelity Securities Fund | Non-compliant | 236 | 73% |
| FSOSX | Fidelity Series Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FSPCX | Select Insurance Portfolio· Fidelity Select Portfolios | Non-compliant | 23 | 73% |
| FSPGX | Fidelity Large Cap Growth Index Fund· Fidelity Salem Street Trust | Non-compliant | 372 | 97% |
| FSPHX | Select Health Care Portfolio· Fidelity Select Portfolios | Non-compliant | 152 | 78% |
| FSPSX | Fidelity International Index Fund· Fidelity Concord Street Trust | Non-compliant | 705 | 88% |
| FSPWX | Fidelity SAI Inflation-Protected Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 49 | 100% |
| FSQAX | Fidelity Sustainable International Equity Fund· Fidelity Investment Trust | Non-compliant | 86 | 87% |
| FSQIX | Fidelity Sustainable International Equity Fund· Fidelity Investment Trust | Non-compliant | 86 | 87% |
| FSQZX | Fidelity Sustainable International Equity Fund· Fidelity Investment Trust | Non-compliant | 86 | 87% |
| FSRAX | Fidelity Strategic Real Return Fund· Fidelity Salem Street Trust | Non-compliant | 474 | 39% |
| FSRBX | Select Banking Portfolio· Fidelity Select Portfolios | Non-compliant | 37 | 75% |
| FSRCX | Fidelity Advisor Strategic Income Fund· Fidelity Advisor Series II | Non-compliant | 910 | 39% |
| FSREX | Fidelity Series Real Estate Income Fund· Fidelity Securities Fund | Non-compliant | 351 | 37% |
| FSRFX | Select Transportation Portfolio· Fidelity Select Portfolios | Non-compliant | 38 | 80% |
| FSRIX | Fidelity Advisor Strategic Income Fund· Fidelity Advisor Series II | Non-compliant | 910 | 39% |
| FSRJX | Fidelity SAI Real Estate Fund· Fidelity Summer Street Trust | Non-compliant | 46 | 89% |
| FSRKX | Fidelity Strategic Real Return Fund· Fidelity Salem Street Trust | Non-compliant | 474 | 39% |
| FSRNX | Fidelity Real Estate Index Fund· Fidelity Salem Street Trust | Non-compliant | 147 | 83% |
| FSRPX | Select Retailing Portfolio· Fidelity Select Portfolios | Non-compliant | 50 | 87% |
| FSRRX | Fidelity Strategic Real Return Fund· Fidelity Salem Street Trust | Non-compliant | 474 | 39% |
| FSRTX | Fidelity Strategic Real Return Fund· Fidelity Salem Street Trust | Non-compliant | 474 | 39% |
| FSSAX | Franklin Small Cap Growth Fund· Franklin Strategic Series | Non-compliant | 139 | 75% |
| FSSEX | Fidelity SAI Sustainable International Equity Fund· Fidelity Investment Trust | Non-compliant | 87 | 87% |
| FSSGX | Fidelity SAI Sustainable Emerging Markets Equity Fund· Fidelity Investment Trust | Non-compliant | 142 | 80% |
| FSSJX | Fidelity Series Select International Small Cap Fund· Fidelity Investment Trust | Non-compliant | 192 | 78% |
| FSSLX | Fidelity Series Small Cap Core Fund· Fidelity Concord Street Trust | Non-compliant | 230 | 76% |
| FSSMX | Fidelity Advisor Stock Selector Mid Cap Fund· Fidelity Advisor Series I | Non-compliant | 207 | 81% |
| FSSNX | Fidelity Small Cap Index Fund· Fidelity Salem Street Trust | Non-compliant | 1,966 | 70% |
| FSSRX | Franklin Small Cap Growth Fund· Franklin Strategic Series | Non-compliant | 139 | 75% |
| FSST | Fidelity Sustainable U.S. Equity ETF· Fidelity Covington Trust | Non-compliant | 86 | 95% |
| FSSWX | Fidelity SAI Short-Term Treasury Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 129 | 99% |
| FSSZX | Fidelity Stock Selector Small Cap Fund· Fidelity Capital Trust | Non-compliant | 236 | 72% |
| FSTA | Fidelity MSCI Consumer Staples Index ETF· FIDELITY COVINGTON TRUST | Non-compliant | 96 | 96% |
| FSTAX | Fidelity Advisor Strategic Income Fund· Fidelity Advisor Series II | Non-compliant | 910 | 39% |
| FSTB | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FSTBX | Federated Hermes Global Allocation Fund | Non-compliant | 1,352 | 68% |
| FSTCX | Select Telecommunications Portfolio· Fidelity Select Portfolios | Non-compliant | 27 | 77% |
| FSTDX | Fidelity Series 5+ Year Inflation-Protected Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 30 | 100% |
| FSTEX | Invesco Energy Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 30 | 87% |
| FSTIX | Federated Hermes Short-Term Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 536 | 27% |
| FSTKX | Federated Hermes MDT Large Cap Value Fund· Federated Hermes Adviser Series | Non-compliant | 125 | 94% |
| FSTLX | Federated Hermes MDT Large Cap Value Fund· Federated Hermes Adviser Series | Non-compliant | 125 | 94% |
| FSTRX | Federated Hermes MDT Large Cap Value Fund· Federated Hermes Adviser Series | Non-compliant | 125 | 94% |
| FSTSX | Fidelity Series International Small Cap Fund· Fidelity Investment Trust | Non-compliant | 167 | 70% |
| FSTTX | American Funds Short-Term Tax-Exempt Bond Fund | Non-compliant | 1,256 | 7% |
| FSTUX | Invesco Dividend Income Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 74 | 93% |
| FSTYX | Federated Hermes Short-Term Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 536 | 27% |
| FSTZX | Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 26 | 98% |
| FSUGX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| FSUMX | Fidelity Series Sustainable U.S. Market Fund· Fidelity Summer Street Trust | Non-compliant | 723 | 91% |
| FSUTX | Select Utilities Portfolio· Fidelity Select Portfolios | Non-compliant | 40 | 83% |
| FSUUX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| FSUVX | Fidelity SAI U.S. Low Volatility Index Fund· Fidelity Salem Street Trust | Non-compliant | 187 | 90% |
| FSVLX | Select FinTech Portfolio· Fidelity Select Portfolios | Non-compliant | 21 | 92% |
| FSWAX | Fidelity Sustainable Emerging Markets Equity Fund· Fidelity Investment Trust | Non-compliant | 140 | 78% |
| FSWCX | Fidelity SAI U.S. Value Index Fund· Fidelity Salem Street Trust | Non-compliant | 204 | 88% |
| FSWFX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| FSYCX | Fidelity Sustainable International Equity Fund· Fidelity Investment Trust | Non-compliant | 86 | 87% |
| FSYD | Fidelity Sustainable High Yield ETF· Fidelity Covington Trust | Non-compliant | 402 | 40% |
| FSYJX | Fidelity Sustainable Emerging Markets Equity Fund· Fidelity Investment Trust | Non-compliant | 140 | 78% |
| FSYKX | Fidelity Sustainable Emerging Markets Equity Fund· Fidelity Investment Trust | Non-compliant | 140 | 78% |
| FSYMX | Fidelity Sustainable International Equity Fund· Fidelity Investment Trust | Non-compliant | 86 | 87% |
| FSYNX | Fidelity Sustainable Emerging Markets Equity Fund· Fidelity Investment Trust | Non-compliant | 140 | 78% |
| FSYRX | Fidelity Sustainable International Equity Fund· Fidelity Investment Trust | Non-compliant | 86 | 87% |
| FSZ | First Trust Switzerland AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 41 | 90% |
| FSZIX | Fidelity Sustainable Emerging Markets Equity Fund· Fidelity Investment Trust | Non-compliant | 140 | 78% |
| FSZZX | Fidelity Sustainable Emerging Markets Equity Fund· Fidelity Investment Trust | Non-compliant | 140 | 78% |
| FT | Franklin Universal Trust | Non-compliant | 675 | 51% |
| FTA | First Trust Large Cap Value AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 189 | 96% |
| FTADX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FTAEX | Fidelity Total International Equity Fund· Fidelity Investment Trust | Non-compliant | 327 | 87% |
| FTAG | First Trust Indxx Global Agriculture ETF· First Trust Exchange-Traded Fund II | Non-compliant | 54 | 89% |
| FTAHX | American High Income Trust | Non-compliant | 1,092 | 30% |
| FTBD | Fidelity Tactical Bond ETF· Fidelity Merrimack Street Trust | Non-compliant | 763 | 60% |
| FTBFX | Fidelity Total Bond Fund· Fidelity Income Fund | Non-compliant | 6,678 | 65% |
| FTBRX | Fidelity Advisor Limited Term Bond Fund· Fidelity Advisor Series II | Non-compliant | 1,119 | 50% |
| FTC | First Trust Large Cap Growth AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 189 | 97% |
| FTCB | First Trust Core Investment Grade ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 796 | 62% |
| FTCCX | Franklin Conservative Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 9% |
| FTCE | First Trust New Constructs Core Earnings Leaders ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 101 | 94% |
| FTCEX | Fidelity Total International Equity Fund· Fidelity Investment Trust | Non-compliant | 327 | 87% |
| FTCHX | Invesco Technology Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 47 | 97% |
| FTCIX | Franklin Conservative Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 9% |
30,302 funds · page 60 of 304