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
- 30,375 Every fund the look-through has a record for
- Carry a decided verdict
- 18,558 The rest could not be covered well enough to decide
- Compliant
- 278 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 |
|---|---|---|---|---|
| HRNRXHood River New Opportunities Fund | Non-compliant | 61.6% | 120 | 44.0% |
| HROAXM3Sixty Income and Opportunity Fund | Non-compliant | 89.7% | 39 | 10.3% |
| HRSAXRational Premium Income Fund | Non-compliant | 77.0% | 21 | 19.0% |
| HRSCXCarillon Eagle Small Cap Growth Fund | Non-compliant | 75.4% | 108 | 24.7% |
| HRSFXRational Premium Income Fund | Non-compliant | 77.0% | 21 | 19.0% |
| HRSGXHarbor Small Cap Growth Fund | Non-compliant | 84.8% | 87 | 14.7% |
| HRSIXHood River Small-Cap Growth Fund | Non-compliant | 59.6% | 112 | 49.6% |
| HRSMXHood River Small-Cap Growth Fund | Non-compliant | 64.7% | 112 | 43.3% |
| HRSRXHood River Small-Cap Growth Fund | Non-compliant | 59.6% | 112 | 49.6% |
| HRSTXRational Premium Income Fund | Non-compliant | 77.0% | 21 | 19.0% |
| HRTSTema Heart & Health ETF | Non-compliant | 90.3% | 45 | 9.7% |
| HRTVXHeartland Value Fund | Non-compliant | 77.0% | 105 | 22.9% |
| HRVIXHeartland Value Plus Fund | Non-compliant | 88.6% | 55 | 11.3% |
| HSACXHartford Schroders Core Fixed Income Fund | Non-compliant | 66.5% | 193 | 33.2% |
| HSADXHartford Schroders Core Fixed Income Fund | Non-compliant | 66.5% | 193 | 33.2% |
| HSAEXHartford Schroders Core Fixed Income Fund | Non-compliant | 66.5% | 193 | 33.2% |
| HSBHHSBC Holdings Plc ADRHedged | Non-compliant | 100.0% | 3 | 0.0% |
| HSCCXCarillon Eagle Small Cap Growth Fund | Non-compliant | 75.4% | 108 | 24.7% |
| HSCSXSmall-Company Stock Fund | Non-compliant | 86.8% | 70 | 13.8% |
| HSCVXHunter Small Cap Value Fund | Non-compliant | 77.1% | 61 | 23.1% |
| HSCYXTHE HARTFORD SMALL COMPANY FUND | Non-compliant | 76.8% | 122 | 23.1% |
| HSDAXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDCXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDFXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDIXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDRXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDSXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDTXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDVXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSDYXTHE HARTFORD SHORT DURATION FUND | Non-compliant | 32.6% | 781 | 66.9% |
| HSEIXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSFNXHennessy Small Cap Financial Fund | Non-compliant | 71.6% | 27 | 28.4% |
| HSICXHarbor International Compounders Fund | Non-compliant | 93.4% | 30 | 6.5% |
| HSIIXCarillon Eagle Small Cap Growth Fund | Non-compliant | 75.4% | 108 | 24.7% |
| HSLAXThe Hartford Small Cap Growth Fund | Non-compliant | 74.8% | 182 | 25.9% |
| HSLCXThe Hartford Small Cap Growth Fund | Non-compliant | 74.8% | 182 | 25.9% |
| HSLFXThe Hartford Small Cap Growth Fund | Non-compliant | 74.5% | 182 | 26.3% |
| HSLIXThe Hartford Small Cap Growth Fund | Non-compliant | 74.8% | 182 | 25.9% |
| HSLRXThe Hartford Small Cap Growth Fund | Non-compliant | 74.8% | 182 | 25.9% |
| HSLSXThe Hartford Small Cap Growth Fund | Non-compliant | 74.8% | 182 | 25.9% |
| HSLTXThe Hartford Small Cap Growth Fund | Non-compliant | 74.5% | 182 | 26.3% |
| HSLVXThe Hartford Small Cap Growth Fund | Non-compliant | 74.8% | 182 | 25.9% |
| HSLYXThe Hartford Small Cap Growth Fund | Non-compliant | 74.5% | 182 | 26.3% |
| HSMAXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSMBXHorizon Multi-Factor Small/Mid Cap Fund | Non-compliant | 87.1% | 297 | 12.9% |
| HSMCXTHE HARTFORD SMALL COMPANY FUND | Non-compliant | 76.8% | 122 | 23.1% |
| HSMFXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSMIXHorizon Multi-Factor Small/Mid Cap Fund | Non-compliant | 87.2% | 297 | 12.8% |
| HSMNXHorizon Multi-Factor Small/Mid Cap Fund | Non-compliant | 87.1% | 297 | 12.9% |
| HSMRXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSMSXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSMTXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSMVFirst Trust Horizon Managed Volatility Small/Mid ETF | Non-compliant | 78.1% | 151 | 21.9% |
| HSMVXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSMYXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HSPCXEmerald Growth Fund | Non-compliant | 71.2% | 132 | 28.9% |
| HSPGXEmerald Growth Fund | Non-compliant | 71.2% | 132 | 28.9% |
| HSRUXCarillon Eagle Small Cap Growth Fund | Non-compliant | 75.4% | 108 | 24.7% |
| HSSAXEmerald Finance & Banking Innovation Fund | Non-compliant | 86.5% | 57 | 13.6% |
| HSSBXHartford Schroders Core Fixed Income Fund | Non-compliant | 66.5% | 193 | 33.2% |
| HSSCXEmerald Finance & Banking Innovation Fund | Non-compliant | 86.5% | 57 | 13.6% |
| HSSFXHartford Schroders Core Fixed Income Fund | Non-compliant | 66.5% | 193 | 33.2% |
| HSSIXEmerald Finance & Banking Innovation Fund | Non-compliant | 86.5% | 57 | 13.6% |
| HSTAXHARTFORD STOCK HLS FUND | Non-compliant | 98.7% | 52 | 1.3% |
| HSTRXHUSSMAN STRATEGIC TOTAL RETURN FUND | Non-compliant | 83.5% | 52 | 17.9% |
| HSUAXRational Dynamic Brands Fund | Non-compliant | 86.4% | 24 | 14.4% |
| HSUCXRational Dynamic Brands Fund | Non-compliant | 86.4% | 24 | 14.4% |
| HSUTXRational Dynamic Brands Fund | Non-compliant | 86.4% | 24 | 14.4% |
| HSVRXHarbor Small Cap Value Fund | Non-compliant | 92.5% | 59 | 7.3% |
| HSWCXHartford Schroders International Stock Fund | Non-compliant | 97.1% | 49 | 2.9% |
| HSWFXHartford Schroders International Stock Fund | Non-compliant | 97.1% | 49 | 2.9% |
| HSWRXHartford Schroders International Stock Fund | Non-compliant | 97.1% | 49 | 2.9% |
| HSWSXHartford Schroders International Stock Fund | Non-compliant | 97.1% | 49 | 2.9% |
| HSWTXHartford Schroders International Stock Fund | Non-compliant | 97.1% | 49 | 2.9% |
| HSWYXHartford Schroders International Stock Fund | Non-compliant | 97.1% | 49 | 2.9% |
| HTABHartford Schroders Tax-Aware Bond ETF | Non-compliant | 30.2% | 173 | 69.0% |
| HTCIXHennessy Technology Fund | Non-compliant | 88.0% | 61 | 12.0% |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | Non-compliant | 85.0% | 143 | 21.8% |
| HTECROBO Global Healthcare Technology and Innovation ETF | Non-compliant | 98.9% | 63 | 1.1% |
| HTECXHennessy Technology Fund | Non-compliant | 88.0% | 61 | 12.0% |
| HTSCXHARTFORD SMALL CAP VALUE FUND | Non-compliant | 77.6% | 64 | 22.8% |
| HTUSHULL TACTICAL US ETF | Non-compliant | 13.3% | 16 | 83.2% |
| HUBAXHARTFORD ULTRASHORT BOND HLS FUND | Non-compliant | 36.4% | 288 | 60.1% |
| HUBBXHARTFORD ULTRASHORT BOND HLS FUND | Non-compliant | 36.4% | 288 | 60.1% |
| HUDEXHuber Large Cap Value Fund | Non-compliant | 88.4% | 51 | 11.6% |
| HUDIXHuber Large Cap Value Fund | Non-compliant | 88.4% | 51 | 11.6% |
| HULEXHuber Select Large Cap Value Fund | Non-compliant | 82.6% | 41 | 17.4% |
| HULIXHuber Select Large Cap Value Fund | Non-compliant | 82.6% | 41 | 17.4% |
| HUMDXHuber Mid Cap Value Fund | Non-compliant | 80.0% | 29 | 20.0% |
| HUMEXHuber Mid Cap Value Fund | Non-compliant | 80.0% | 29 | 20.0% |
| HUMNRoundhill Humanoid Robotics ETF | Non-compliant | 65.7% | 46 | 37.2% |
| HUSEXHuber Small Cap Value Fund | Non-compliant | 68.9% | 38 | 31.1% |
| HUSIXHuber Small Cap Value Fund | Non-compliant | 68.9% | 38 | 31.1% |
| HUSVFirst Trust Horizon Managed Volatility Domestic ETF | Non-compliant | 97.2% | 102 | 2.8% |
| HVACAdvisorShares HVAC and Industrials ETF | Non-compliant | 95.0% | 23 | 5.0% |
| HVEIXHVIA EQUITY FUND | Non-compliant | 95.4% | 51 | 4.6% |
| HVICXHarbor International Compounders Fund | Non-compliant | 93.4% | 30 | 6.5% |
| HWAAXHotchkis & Wiley Opportunities Fund | Non-compliant | 76.9% | 69 | 24.3% |
| HWACXHotchkis & Wiley Opportunities Fund | Non-compliant | 76.9% | 69 | 24.3% |
| HWAIXHotchkis & Wiley Opportunities Fund | Non-compliant | 76.9% | 69 | 24.3% |
Weight is computed from each fund's own filed holdings. Unrated weight is reported, never assumed compliant. Page 78 of 304