30,298 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 |
|---|---|---|---|---|
| FVOZX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FVRLX | Forester Value Fund· FORESTER FUNDS INC | Non-compliant | 41 | 81% |
| FVRMX | Franklin Mutual Small-Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 83 | 85% |
| FVSKX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FVWSX | Fidelity Series Opportunistic Insights Fund· Fidelity Contrafund | Non-compliant | 464 | 83% |
| FWAFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWATX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FWBCX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| FWBTX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FWCBX | Capital Income Builder | Non-compliant | 2,791 | 87% |
| FWCFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWCGX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| FWD | AB Disruptors ETF· AB Active ETFs, Inc. | Non-compliant | 117 | 94% |
| FWDDX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| FWDGX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| FWGIX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| FWIFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWMIX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| FWMMX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| FWMNX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOAX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOCX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOEX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOMX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWOZX | Fidelity Women's Leadership Fund· Fidelity Summer Street Trust | Non-compliant | 93 | 90% |
| FWRLX | Select Wireless Portfolio· Fidelity Select Portfolios | Non-compliant | 48 | 83% |
| FWTFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWWFX | Fidelity Worldwide Fund· Fidelity Investment Trust | Non-compliant | 162 | 88% |
| FWWMX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| FWWNX | New World Fund Inc | Non-compliant | 637 | 86% |
| FXAIX | Fidelity 500 Index Fund· Fidelity Concord Street Trust | Non-compliant | 507 | 94% |
| FXBY | FOXBY CORP.· Foxby Corp. | Non-compliant | 27 | 100% |
| FXD | First Trust Consumer Discretionary AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 114 | 86% |
| FXED | Sound Enhanced Fixed Income ETF· Tidal Trust I | Non-compliant | 60 | 41% |
| FXG | First Trust Consumer Staples AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 42 | 81% |
| FXH | First Trust Health Care AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 75 | 98% |
| FXI | iShares China Large-Cap ETF· iShares Trust | Non-compliant | 55 | 97% |
| FXICX | Fixed Income SHares: Series C· PIMCO Managed Accounts Trust | Non-compliant | 782 | 61% |
| FXIEX | Fixed Income SHares: Series TE· PIMCO Managed Accounts Trust | Non-compliant | 389 | 8% |
| FXIMX | Fixed Income SHares: Series M· PIMCO Managed Accounts Trust | Non-compliant | 1,306 | 46% |
| FXINX | Fidelity Flex International Focused Index Fund· Fidelity Salem Street Trust | Non-compliant | 1,131 | 85% |
| FXIRX | Fixed Income SHares: Series R· PIMCO Managed Accounts Trust | Non-compliant | 528 | 80% |
| FXL | First Trust Technology AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 112 | 96% |
| FXLCX | Fidelity Flex Large Cap Focused Index Fund· Fidelity Concord Street Trust | Non-compliant | 189 | 95% |
| FXMCX | Fidelity Flex Mid Cap Focused Index Fund· Fidelity Salem Street Trust | Non-compliant | 406 | 81% |
| FXN | First Trust Energy AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 40 | 97% |
| FXNAX | Fidelity U.S. Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 10,442 | 79% |
| FXO | First Trust Financials AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 106 | 89% |
| FXR | First Trust Industrials/Producer Durables AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 157 | 92% |
| FXSCX | Fidelity Flex Small Cap Focused Index Fund· Fidelity Salem Street Trust | Non-compliant | 892 | 78% |
| FXU | First Trust Utilities AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 42 | 95% |
| FXZ | First Trust Materials AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 41 | 98% |
| FYBTX | Fidelity Series Short-Term Credit Fund· Fidelity Salem Street Trust | Non-compliant | 443 | 51% |
| FYC | First Trust Small Cap Growth AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 266 | 83% |
| FYEE | Fidelity Yield Enhanced Equity ETF· Fidelity Greenwood Street Trust | Non-compliant | 187 | 89% |
| FYHTX | Fidelity Commodity Strategy Fund· Fidelity Oxford Street Trust | Non-compliant | 54 | 9% |
| FYLD | Cambria Foreign Shareholder Yield ETF· Cambria ETF Trust | Non-compliant | 103 | 90% |
| FYT | First Trust Small Cap Value AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 264 | 79% |
| FYX | First Trust Small Cap Core AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 527 | 80% |
| FZABX | Fidelity Advisor Diversified International Fund· Fidelity Advisor Series VIII | Non-compliant | 158 | 85% |
| FZACX | Fidelity Advisor Diversified Stock Fund· Fidelity Destiny Portfolios | Non-compliant | 247 | 90% |
| FZAEX | Fidelity Advisor Focused Emerging Markets Fund· Fidelity Advisor Series VIII | Non-compliant | 61 | 85% |
| FZAFX | Fidelity Advisor Equity Growth Fund· Fidelity Advisor Series I | Non-compliant | 159 | 94% |
| FZAHX | Fidelity Advisor Growth Opportunities Fund· Fidelity Advisor Series I | Non-compliant | 212 | 93% |
| FZAIX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FZAJX | Fidelity International Growth Fund· Fidelity Investment Trust | Non-compliant | 63 | 86% |
| FZALX | Fidelity Mega Cap Stock Fund· Fidelity Hastings Street Trust | Non-compliant | 116 | 94% |
| FZAMX | Fidelity Advisor Mid Cap II Fund· Fidelity Advisor Series I | Non-compliant | 184 | 88% |
| FZANX | Fidelity Advisor New Insights Fund· Fidelity Contrafund | Non-compliant | 459 | 78% |
| FZAOX | Fidelity Advisor Small Cap Fund· Fidelity Advisor Series I | Non-compliant | 152 | 78% |
| FZEMX | Fidelity Emerging Markets Fund· Fidelity Investment Trust | Non-compliant | 94 | 80% |
| FZFLX | Fidelity SAI Small-Mid Cap Momentum Index Fund· Fidelity Salem Street Trust | Non-compliant | 304 | 88% |
| FZILX | Fidelity ZERO International Index Fund· Fidelity Concord Street Trust | Non-compliant | 2,219 | 86% |
| FZIPX | Fidelity ZERO Extended Market Index Fund· Fidelity Concord Street Trust | Non-compliant | 2,140 | 78% |
| FZOLX | Fidelity SAI Low Duration Bond Fund· Fidelity Salem Street Trust | Non-compliant | 263 | 51% |
| FZOMX | Fidelity SAI Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 403 | 64% |
| FZROX | Fidelity ZERO Total Market Index Fund· Fidelity Concord Street Trust | Non-compliant | 2,646 | 92% |
| GAAAX | GMO Opportunistic Income Fund· GMO TRUST | Non-compliant | 334 | 17% |
| GAAEX | Guinness Atkinson Alternative Energy Fund· GUINNESS ATKINSON FUNDS | Non-compliant | 32 | 51% |
| GAAHX | GMO Resources Fund· GMO TRUST | Non-compliant | 118 | 82% |
| GAB | Gabelli Equity Trust Inc | Non-compliant | 711 | 92% |
| GAB-PG | Gabelli Equity Trust Inc | Non-compliant | 711 | 92% |
| GAB-PH | Gabelli Equity Trust Inc | Non-compliant | 711 | 92% |
| GAB-PK | Gabelli Equity Trust Inc | Non-compliant | 711 | 92% |
| GABAX | The Gabelli Asset Fund· Gabelli Asset Fund | Non-compliant | 613 | 93% |
| GABBX | The Gabelli Dividend Growth Fund· Gabelli Dividend Growth Fund | Non-compliant | 59 | 94% |
| GABEX | The Gabelli Equity Income Fund· Gabelli Equity Series Funds Inc | Non-compliant | 211 | 96% |
| GABF | Gabelli Financial Services Opportunities ETF· Gabelli ETFs Trust | Non-compliant | 43 | 75% |
| GABFX | GMO Asset Allocation Bond Fund· GMO TRUST | Non-compliant | 12 | 11% |
| GABGX | The Gabelli Growth Fund· Gabelli Growth Fund | Non-compliant | 37 | 98% |
| GABIX | The Gabelli Asset Fund· Gabelli Asset Fund | Non-compliant | 613 | 93% |
| GABOX | Gabelli International Small Cap Fund· GAMCO Global Series Funds, Inc | Non-compliant | 52 | 81% |
| GABPX | Goldman Sachs Equity Income Fund· Goldman Sachs Trust | Non-compliant | 75 | 95% |
| GABSX | The Gabelli Small Cap Growth Fund· Gabelli Equity Series Funds Inc | Non-compliant | 394 | 90% |
| GABTX | Gabelli Global Content & Connectivity Fund· GAMCO Global Series Funds, Inc | Non-compliant | 62 | 84% |
| GABUX | The Gabelli Utilities Fund· Gabelli Utilities Fund | Non-compliant | 212 | 93% |
| GABVX | The Gabelli Value 25 Fund Inc.· Gabelli Value 25 Fund Inc | Non-compliant | 86 | 93% |
| GACCX | The Gabelli Global Rising Income and Dividend Fund· GAMCO Global Series Funds, Inc | Non-compliant | 184 | 91% |
| GACIX | The Gabelli Small Cap Growth Fund· Gabelli Equity Series Funds Inc | Non-compliant | 394 | 90% |
| GAEPX | Goldman Sachs Enhanced Income Fund· GOLDMAN SACHS TRUST | Non-compliant | 238 | 44% |
30,298 funds · page 63 of 303