Markets
Screened on holdings, not on the name.
A fund marketed as Islamic gets the same look-through as any other. HTR reads the filed holdings, screens each one, and reports what it found. Holdings it could not cover are reported as unrated — never counted as a pass.
- Funds indexed
- 30,394 Every fund the look-through has a record for
- Carry a decided verdict
- 18,555 The rest could not be covered well enough to decide
- Compliant
- 286 Of those decided, by their own filed holdings
Screened funds
Compliant first, then non-compliant, then the ones the look-through could not decide — each labelled as such rather than folded in with the failures.
| Fund | Verdict | Look-through coverage | Holdings | Unrated weight |
|---|---|---|---|---|
| BRWVXMFS Blended Research Growth Equity Fund | Non-compliant | 96.9% | 74 | 3.1% |
| BRXAXMFS Blended Research International Equity Fund | Non-compliant | 94.7% | 170 | 5.3% |
| BRXBXMFS Blended Research International Equity Fund | Non-compliant | 94.7% | 170 | 5.3% |
| BRXCXMFS Blended Research International Equity Fund | Non-compliant | 94.0% | 171 | 6.0% |
| BRXIXMFS Blended Research International Equity Fund | Non-compliant | 94.7% | 170 | 5.3% |
| BRXRXMFS Blended Research International Equity Fund | Non-compliant | 94.0% | 171 | 6.0% |
| BRXSXMFS Blended Research International Equity Fund | Non-compliant | 94.7% | 170 | 5.3% |
| BRXTXMFS Blended Research International Equity Fund | Non-compliant | 94.7% | 170 | 5.3% |
| BRXUXMFS Blended Research International Equity Fund | Non-compliant | 94.7% | 170 | 5.3% |
| BRXVXMFS Blended Research International Equity Fund | Non-compliant | 94.0% | 171 | 6.0% |
| BSBIXBaird Short-Term Bond Fund | Non-compliant | 53.6% | 506 | 46.5% |
| BSBSXBaird Short-Term Bond Fund | Non-compliant | 53.6% | 506 | 46.5% |
| BSCAXBrandes Small Cap Value Fund | Non-compliant | 58.3% | 48 | 41.8% |
| BSCFXBARON SMALL CAP FUND | Non-compliant | 89.7% | 55 | 10.2% |
| BSCMXBrandes Small Cap Value Fund | Non-compliant | 58.3% | 48 | 41.8% |
| BSCQInvesco BulletShares 2026 Corporate Bond ETF | Non-compliant | 65.0% | 233 | 35.2% |
| BSCRInvesco BulletShares 2027 Corporate Bond ETF | Non-compliant | 66.4% | 497 | 35.4% |
| BSCRXBrandes Small Cap Value Fund | Non-compliant | 58.3% | 48 | 41.8% |
| BSCSInvesco BulletShares 2028 Corporate Bond ETF | Non-compliant | 62.5% | 470 | 39.9% |
| BSCTInvesco BulletShares 2029 Corporate Bond ETF | Non-compliant | 60.1% | 488 | 43.4% |
| BSCUInvesco BulletShares 2030 Corporate Bond ETF | Non-compliant | 64.3% | 449 | 38.3% |
| BSCUXBARON SMALL CAP FUND | Non-compliant | 89.7% | 55 | 10.2% |
| BSFIXBARON SMALL CAP FUND | Non-compliant | 89.7% | 55 | 10.2% |
| BSGAXSterling Capital Short Duration Bond Fund | Non-compliant | 32.4% | 140 | 67.7% |
| BSGIXBaird Small/Mid Cap Growth Fund | Non-compliant | 83.4% | 58 | 16.6% |
| BSGLXBaillie Gifford Long Term Global Growth Fund | Non-compliant | 92.8% | 40 | 7.1% |
| BSGPXBaillie Gifford Developed EAFE All Cap Fund | Non-compliant | 89.4% | 62 | 12.3% |
| BSGSXBaird Small/Mid Cap Growth Fund | Non-compliant | 83.4% | 58 | 16.6% |
| BSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF | Non-compliant | 9.5% | 24 | 91.8% |
| BSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF | Non-compliant | 27.9% | 96 | 79.4% |
| BSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF | Non-compliant | 28.6% | 174 | 79.5% |
| BSLBlackstone Senior Floating Rate 2027 Term Fund | Non-compliant | 5.7% | 419 | 141.1% |
| BSMCBrandes U.S. Small-Mid Cap Value ETF | Non-compliant | 89.4% | 70 | 10.6% |
| BSVVANGUARD SHORT-TERM BOND INDEX FUND | Non-compliant | 87.5% | 3186 | 12.4% |
| BSVIXBaird Equity Opportunity Fund | Non-compliant | 72.4% | 36 | 27.7% |
| BSVOEA Bridgeway Omni Small-Cap Value ETF | Non-compliant | 75.6% | 638 | 26.8% |
| BSVSXBaird Equity Opportunity Fund | Non-compliant | 72.4% | 36 | 27.7% |
| BTECXBaron Technology Fund | Non-compliant | 96.7% | 47 | 3.3% |
| BTEEXBaron Technology Fund | Non-compliant | 96.7% | 47 | 3.3% |
| BTEFXBoston Trust Equity Fund | Non-compliant | 90.6% | 51 | 9.4% |
| BTEUXBaron Technology Fund | Non-compliant | 96.7% | 47 | 3.3% |
| BTLKXBaillie Gifford International Concentrated Growth Equities Fund | Non-compliant | 91.2% | 28 | 8.7% |
| BTLSXBaillie Gifford International Concentrated Growth Equities Fund | Non-compliant | 91.2% | 28 | 8.7% |
| BTMFXBoston Trust Midcap Fund | Non-compliant | 94.0% | 74 | 6.0% |
| BTOJohn Hancock Financial Opportunities Fund | Non-compliant | 72.0% | 176 | 32.6% |
| BTOPBitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF | Non-compliant | 89.5% | 2 | 10.5% |
| BTOTiShares Total USD Fixed Income Market ETF | Non-compliant | 71.5% | 1062 | 29.6% |
| BTRIXBarrow Hanley Total Return Bond Fund | Non-compliant | 71.2% | 236 | 28.7% |
| BTRNGlobal X Bitcoin Trend Strategy ETF | Non-compliant | 26.2% | 3 | 87.9% |
| BTSMXBoston Trust SMID Cap Fund | Non-compliant | 88.7% | 75 | 11.3% |
| BTYBVistashares Bitbonds 5 Yr Enhanced Weekly Distribution ETF | Non-compliant | 79.9% | 5 | 20.1% |
| BUDefiance Daily Target 2x Long B ETF | Non-compliant | 32.1% | 7 | 33.6% |
| BUBIXBaird Ultra Short Bond Fund | Non-compliant | 52.0% | 381 | 47.6% |
| BUBSXBaird Ultra Short Bond Fund | Non-compliant | 52.0% | 381 | 47.6% |
| BUFBXBuffalo Flexible Allocation Fund | Non-compliant | 93.0% | 42 | 7.0% |
| BUFCAB Conservative Buffer ETF | Non-compliant | 99.4% | 5 | 0.6% |
| BUFDXBuffalo Growth & Income Fund | Non-compliant | 93.4% | 86 | 6.6% |
| BUFEXBuffalo Blue Chip Growth Fund | Non-compliant | 91.6% | 92 | 8.4% |
| BUFHXBuffalo High Yield Fund | Non-compliant | 23.2% | 175 | 75.6% |
| BUFIAB International Buffer ETF | Non-compliant | 99.5% | 5 | 0.5% |
| BUFIXBuffalo International Fund | Non-compliant | 89.5% | 72 | 10.5% |
| BUFMAB Moderate Buffer ETF | Non-compliant | 99.5% | 5 | 0.5% |
| BUFMXBuffalo Mid Cap Growth Fund | Non-compliant | 93.8% | 68 | 6.2% |
| BUFOXBuffalo Early Stage Growth Fund | Non-compliant | 74.1% | 76 | 25.9% |
| BUFSXBuffalo Small Cap Growth Fund | Non-compliant | 82.5% | 84 | 17.5% |
| BUFTXBuffalo Mid Cap Discovery Fund | Non-compliant | 81.2% | 60 | 18.8% |
| BUGGlobal X Cybersecurity ETF | Non-compliant | 92.7% | 32 | 7.4% |
| BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust | Non-compliant | 91.8% | 54 | 8.3% |
| BUIBXBuffalo Flexible Allocation Fund | Non-compliant | 93.0% | 42 | 7.0% |
| BUIDXBuffalo Growth & Income Fund | Non-compliant | 93.4% | 86 | 6.6% |
| BUIEXBuffalo Blue Chip Growth Fund | Non-compliant | 91.6% | 92 | 8.4% |
| BUIHXBuffalo High Yield Fund | Non-compliant | 23.2% | 175 | 75.6% |
| BUIIXBuffalo International Fund | Non-compliant | 89.5% | 72 | 10.5% |
| BUIMXBuffalo Mid Cap Growth Fund | Non-compliant | 93.8% | 68 | 6.2% |
| BUIOXBuffalo Early Stage Growth Fund | Non-compliant | 74.1% | 76 | 25.9% |
| BUISXBuffalo Small Cap Growth Fund | Non-compliant | 82.5% | 84 | 17.5% |
| BUITXBuffalo Mid Cap Discovery Fund | Non-compliant | 81.2% | 60 | 18.8% |
| BULPacer US Cash Cows Growth ETF | Non-compliant | 95.9% | 51 | 4.2% |
| BULDPacer BlueStar Engineering the Future ETF | Non-compliant | 85.6% | 62 | 15.3% |
| BULIXUtilities Fund | Non-compliant | 96.4% | 37 | 3.6% |
| BUNRXUnrestricted Series | Non-compliant | 94.1% | 36 | 5.9% |
| BUSABrandes U.S. Value ETF | Non-compliant | 92.7% | 64 | 7.3% |
| BUSIXSterling Capital Ultra Short Bond Fund | Non-compliant | 16.1% | 131 | 84.3% |
| BUSRXSterling Capital Ultra Short Bond Fund | Non-compliant | 16.1% | 131 | 84.3% |
| BUXXStrive Enhanced Income Short Maturity ETF | Non-compliant | 29.5% | 316 | 70.3% |
| BUYBProShares S&P 500 Buyback Aristocrats ETF | Non-compliant | 95.3% | 68 | 4.6% |
| BUYOKraneShares Man Buyout Beta Index ETF | Non-compliant | 85.8% | 299 | 14.2% |
| BUYZFranklin Disruptive Commerce ETF | Non-compliant | 97.2% | 58 | 2.8% |
| BUZZVanEck Social Sentiment ETF | Non-compliant | 82.2% | 76 | 18.9% |
| BVALXBrown Advisory - Beutel Goodman Large-Cap Value Fund | Non-compliant | 91.4% | 33 | 8.6% |
| BVAOXMadison Small Cap Fund | Non-compliant | 82.0% | 52 | 18.1% |
| BVEFXBecker Equity Fund | Non-compliant | 97.2% | 51 | 2.8% |
| BVEIXBecker Equity Fund | Non-compliant | 97.2% | 51 | 2.8% |
| BVOIXBarrow Hanley US Value Opportunities Fund | Non-compliant | 89.5% | 68 | 10.4% |
| BVPIXBAYWOOD VALUEPLUS FUND | Non-compliant | 88.2% | 52 | 11.8% |
| BVSIXBAYWOOD SOCIALLYRESPONSIBLE FUND | Non-compliant | 87.6% | 51 | 12.4% |
| BWDAXBoyd Watterson Limited Duration Enhanced Income Fund | Non-compliant | 33.8% | 168 | 65.6% |
| BWDCXBoyd Watterson Limited Duration Enhanced Income Fund | Non-compliant | 33.8% | 168 | 65.6% |
| BWDIXBoyd Watterson Limited Duration Enhanced Income Fund | Non-compliant | 33.8% | 168 | 65.6% |
| BWDTXBoyd Watterson Limited Duration Enhanced Income Fund | Non-compliant | 33.8% | 168 | 65.6% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 22 of 304