verify_official: 497/497K forms, per-share layout, candidate re-ranking

- EFTS queries now include 497/497K (many fund families publish their per-fund highlights there, not in the consolidated N-CSR) and re-rank hits by registrant name match (ticker/brand words), newest first, capped at 2 filings per CIK - new parse_per_share_blocks for the JPMorgan-style 'Per share operating performance' table (per-class value blocks; dashes = zero) - parse_highlights now tolerates row labels split across table cells (modernized N-CSRS format, e.g. Calamos 2026) - region finders: word-flexible name patterns (US vs U.S., class letters), self-validating per-share regions (a candidate block must match the local series, so a name mention in notes doesn't attribute another fund's tables in a combined 58 MB report) - main() keeps the best result across candidate filings (N-CSRS vs 497 can round differently) and stops early on 'ok' - local_series applies the corrections overlay so corrected funds verify against their filing Results: JLPSX and CVSIX now 'ok' (all bounded fiscal years agree with the official filings); CVSIX also gets a 2023-12-21 0.510 capital-gain correction. bnd/pmaix still ok (no regression).
2026-08-31 18:10:39 -04:00 · 2026-08-31 18:10:39 -04:00 · 1f5720d7db
commit 1f5720d7db
parent 9263283995
243 changed files with 6773 additions and 116 deletions
--- a/README.md
+++ b/README.md
@ -30,6 +30,48 @@ partial refresh takes seconds instead of a full ~1 min rebuild.
 | `settings.json` | Persisted UI inputs (symbol/benchmark specs, scheme, costs, tax rates, period, curve/window mode) — restored on every page load and server restart; delete to reset. |
 | `app.py`        | Streamlit UI: single "symbol or portfolio" spec field (page updates as soon as the input is valid; unknown symbols get click-to-fix "did you mean" suggestions) + a benchmark box with the same grammar (one benchmark per line; a line is a single symbol or a comma-joined portfolio, simulated with the same scheme/cost/tax rules — pre- and after-tax curves, first one drives beta/alpha), scheme/costs/tax rates, save + load/compare/delete portfolios (overlaid pre/after-tax curves), curve toggle (both / pre-tax only / after-tax only), stats table, allocation, per-year tax detail. |

+## Data verification (Tier 3: against official filings)
+
+`~/prog/fin/stocks` is a Yahoo dump and gets re-downloaded (overwritten),
+so fixes must live outside it. Pipeline:
+
+1. `scripts/audit_stale.py` — finds tickers whose latest history row is
+   old and whose fresh Yahoo download is empty (delisted/merged funds,
+   tickers Yahoo no longer serves). Snapshots their final
+   `{history,dividend,capitalGain}.csv` + `longName` into
+   `overrides/frozen/{SYM}.{ext|json}`. `data.py` shadows the data root
+   with the frozen copies, so a re-download can't clobber them.
+2. `scripts/verify_official.py [syms | --stale]` — finds the fund's
+   shareholder report (EDGAR EFTS for `"TICKER"`, forms N-CSR/N-CSRS/
+   N-14/N-2/497) and parses the per-class *Financial Highlights* (or
+   JPMorgan-style *Per share operating performance*) tables: period-by-
+   period distribution totals compared against local
+   dividends + capital-gains over the same windows, plus a spot check of
+   the NAV-per-share row against the local close. Verdicts per symbol in
+   `reports/xcheck_official/{sym}.json`: **ok** (all bounded fiscal
+   years agree), **mismatch** (class matched, some year off — the
+   report tells you which), **weak-match** (best class fit too poor to
+   trust), **not-found** (fund not in any candidate filing). The local
+   side applies the corrections overlay, so a corrected fund verifies
+   against its filing. When several filings parse (e.g. the 497 annual
+   and the N-CSRS, which can round differently), the best match wins.
+3. Confirmed findings go into `overrides/corrections/{SYM}.json` as
+   auditable deltas (`remove`/`replace`/`add` of distribution rows, each
+   entry dated and valued — amounts are what Yahoo reports, not the
+   official filing's). `data.py` applies them on cache build. Examples:
+   - **CVSIX** — 2008-12-18 0.292 duplicate of the same day's 0.641
+     (official FY09 = 0.81 balances without it); 2023-12-21 0.510
+     capital-gain row duplicated next to the day's 0.691 dividend
+     (official FY2024-10 = 0.79 balances without it).
+   - **JLPSX** — 13 year-end capital-gain distributions duplicated into
+     the dividend file (FY2021–2025 all match the JPMorgan 497 after
+     removal).
+
+Known uncorrected Yahoo discrepancies (no per-fund official per-date
+schedule to pick between same-date conflicting amounts — left for
+manual review): FAEVX, FGIZX, FZAGX, FIKAX, GDEUX, GSOUX, OTCRX, SHXIX
+(details in `reports/xcheck_official/*.json`).
+
 ## Development

 - **Run**: `./run.sh` → http://localhost:8599 (fixed port; no-ops if a
--- a/data.py
+++ b/data.py
@ -244,6 +244,8 @@ def _apply_changes(root: Path, cache: Path, old: dict, new: dict) -> None:

    updates: dict[str, dict] = {k: {} for k in _PANELS}   # panel -> {sym: series}
    drops: set[str] = set()
+    authoritative: set[str] = set()   # corrections-derived series: replace,
+                                      # don't combine (deletions must stick)
    # data-root files of frozen symbols are ignored: their canonical series
    # lives in the overrides dir, which is tracked in the same scan
    frozen = frozen_syms()
@ -273,6 +275,7 @@ def _apply_changes(root: Path, cache: Path, old: dict, new: dict) -> None:
                continue
            updates[key][sym] = _apply_corrections(sym, sfx, df[colname]) \
                .fillna(0.0)
+            authoritative.add(sym)

    for fname in changed:
        if fname.startswith("corrections/"):
@ -341,9 +344,14 @@ def _apply_changes(root: Path, cache: Path, old: dict, new: dict) -> None:
            for sym, s in upd.items():
                s = s.rename(sym)
                if sym in old:
-                    # new values win where present; keep old values for dates
-                    # the new file doesn't cover (e.g. a partial re-download)
                    uidx = panel.index.union(s.index)
+                    if sym in authoritative:
+                        # corrections-derived: a date missing from the new
+                        # series was intentionally removed, not "not covered"
+                        s = s.reindex(uidx).fillna(0.0)
+                    else:
+                        # new values win where present; keep old values for
+                        # dates the new file doesn't cover (partial download)
                        s = s.reindex(uidx).combine_first(old[sym].reindex(uidx))
                extras.append(s)
            extra = pd.concat(extras, axis=1)
--- a/overrides/corrections/CVSIX.json
+++ b/overrides/corrections/CVSIX.json
@ -0,0 +1,13 @@
+{
+  "symbol": "cvsix",
+  "note": "Two same-date double-listing rows removed, each confirmed against the official Calamos Investment Trust N-CSRS (modernized shareholder-report format). (1) 2008-12-18 0.292 (dividends): duplicate date of the real 0.641 distribution; official FY2009 (FYE 10-31) = 0.81 = 0.641+0.076+0.050+0.045 and FY2008 = 0.51 = 0.241+0.090+0.090+0.089 both balance without it. (2) 2023-12-21 0.510 (capitalGains): official FY2024-10 = 0.79 = 0.691+0.017+0.042+0.042, so the 0.510 cap-gain row on the same date as the 0.691 dividend is the spurious one.",
+  "verified": [
+    "N-CSRS accession 0001104659-26-080185 (period 2026-04-30), CIK 0000826732: FY2025-10 0.25, FY2024-10 0.79, FY2023-10 0.20, FY2022-10 0.03 all match after corrections; NAV 14.63 @ 2021-10-29 exact"
+  ],
+  "dividends": {
+    "remove": [["2008-12-18", 0.292]]
+  },
+  "capitalGains": {
+    "remove": [["2023-12-21", 0.510]]
+  }
+}
--- a/overrides/corrections/JLPSX.json
+++ b/overrides/corrections/JLPSX.json
@ -0,0 +1,26 @@
+{
+  "symbol": "jlpsx",
+  "name": "JPMorgan U.S. Large Cap Core Plus Fund (I shares)",
+  "note": "Yahoo listed each year-end capital-gain distribution in BOTH the dividend and capitalGains event files (identical date+amount). Official per-share data (JPMorgan Trust I 497 annual report, filed 2025-11-03, Class I, fiscal year ended June 30): FY2025 1.37 (NII 0.02 + CG 1.35), FY2024 2.03 (0.04 + 1.99), FY2023 4.86 (0.02 + 4.84), FY2022 6.78 (0 + 6.78), FY2021 6.89 (0.07 + 6.82). Local sums after removing the duplicated dividend-file copies match every one of those (1.368, 2.029, 4.859, 6.785, 6.889). The 2021-12-20 0.026 dividend row is removed because official FY2022 NII distributions are zero ('less than $0.005'). The 2019-08-08 4.138 dividend row is removed as the duplicate of the 4.077 capital-gain row (same mechanism; FY2016-FY2020 official figures were not retrievable, the 2021 497 is delisted from SEC Archives - mechanism-inferred for that year).",
+  "verified": [
+    "FY2021-FY2025 exact match against 497 filed 2025-11-03 (accession 0001193125-25-261054, CIK 0000763852)"
+  ],
+  "dividends": {
+    "remove": [
+      ["2012-12-13", 0.981],
+      ["2013-12-12", 2.312],
+      ["2014-12-12", 2.133],
+      ["2015-12-11", 2.415],
+      ["2016-12-14", 1.235],
+      ["2017-12-13", 4.123],
+      ["2018-12-12", 4.117],
+      ["2019-08-08", 4.138],
+      ["2020-12-11", 6.824],
+      ["2021-12-13", 6.785],
+      ["2021-12-20", 0.026],
+      ["2022-12-13", 4.841],
+      ["2023-12-13", 1.989],
+      ["2024-12-12", 1.347]
+    ]
+  }
+}
--- a/reports/xcheck_official/SUMMARY.md
+++ b/reports/xcheck_official/SUMMARY.md
@ -4,32 +4,265 @@ Verdicts: ok = all bounded fiscal periods agree; mismatch = class matched but so

 | Symbol | Verdict | Class | Periods (fy end, ~ = unbounded) | Detail |
 |---|---|---|---|---|
+| AAALX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| ABQZX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| ADUSX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| AECTX | weak-match | ? | 2012-12✗ 2032-12✗ 2013-12✗ 2029-12✗ 2023-12✗ 2011-12✗ 2009-12✗ 2010-12✗ 2028-12✗ 2018-12✗ 2022-12✗ 2015-12✗ 2027-12✗ 2016-12✗ 2008-12✗ 2021-12✗ 2005-12✗ 2001-12✗ 2014-12✗ 2040-12✗ 2020-12✗ 2003-12✗ 2026-12✗ 2017-12✗ 2019-12✗ 2024-12✗ 2006-12✗ 2030-12✗ 2002-12✗ 2036-12✗ 2038-12✗ 2033-12✗ 2034-12✗ 2025-12✗ 2035-12✗ 2039-12~ |  |
+| AFXPX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| AGAZX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | AGG | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| AKREX | weak-match | ? | 2022-01✗ 2031-01✗ 2021-01✗ 2020-01✗ 2019-01✗ 2018-01✗ 2017-01~ |  |
+| ALASX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| AMFZX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| ANDRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| ARWDX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | ATESX | weak-match | ? | 2010-08✗ 2015-08✗ 2024-02✗ 2023-08✗ 2022-08✗ 2021-08✗ 2019-08~ |  |
+| ATEZX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| ATMDX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | ATRFX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| AVGYX | weak-match | Class A Shares | 2014-10✗ 2022-10✗ 2028-10✗ 2029-10✗ 2031-10✗ 2021-10✗ 2020-10✗ 2019-10~ |  |
+| BAFMX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| BBGPX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| BCMIX | weak-match | ? | 2024-12✗ 2023-12✗ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| BFSLX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| BGAQX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| BGRSX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| BIGLX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| BLVAX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | BND | ok | ETF Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
+| BTLKX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| BXEYX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| CAALX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| CACSX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| CFBUX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| CFORX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| CNEMX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| CNEVX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| CNLSX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| CNMNX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| CNMSX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| COAGX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| COGIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | COSIX | not-found |  |  | no candidate filing contained this fund (4 tried) |
-| CVSIX | mismatch | ? | 2011-10✓ 2010-10✓ 2009-10✗ 2008-10~ |  |
+| CPMNX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| CRUPX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| CVSIX | ok | ? | 2025-10✓ 2024-10✓ 2023-10✓ 2022-10✓ 2021-10~ |  |
+| DDEZ | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| DDJP | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| DIEYX | weak-match | Class A Shares | 2013-03✗ 2023-09✗ 2013-09✗ 2030-03✗ 2023-03✗ 2022-03✗ 2021-03✗ 2020-03✗ 2019-03~ |  |
+| DRIBX | weak-match | ? | 2010-12✗ 2013-12✗ 2020-12✗ 2025-12✗ 2030-12✗ 2024-12✗ 2031-12✗ 2023-12✗ 2022-12✗ 2021-12✗ 2019-12~ |  |
+| DSUM | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| DXUS | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | EAGMX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | EFA | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | EGRSX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| EROAX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| ESGA | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| ESRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| EVGBX | weak-match | ? | 2024-02✗ 2031-02✗ 2023-02✗ 2022-02✗ 2021-02✗ 2020-02✗ 2019-02✓ 2018-02~ |  |
+| FAEVX | mismatch | ? | 2024-11✗ 2023-11✗ 2022-11✗ 2021-11✓ 2020-11~ |  |
+| FAOSX | weak-match | ? | 2023-10✗ 2022-10✗ 2021-10✗ 2020-10~ |  |
+| FEXPX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| FGBFX | ok | ? | 2023-12✓ 2022-12✓ 2021-12✓ 2020-12~ |  |
+| FGIZX | mismatch | ? | 2023-11✗ 2022-11✗ 2021-11✗ 2020-11~ |  |
+| FIBQX | weak-match | Class A | 2020-06✗ 2031-06✗ 2019-06✗ 2018-06✗ 2017-06✗ 2016-06✗ 2015-06~ |  |
+| FIDLX | weak-match | ? | 2024-11✗ 2023-11✗ 2022-11✗ 2021-11✗ 2020-11~ |  |
+| FIJZX | weak-match | ? | 2024-07✗ 2023-07✗ 2022-07✗ 2021-07~ |  |
+| FIKAX | mismatch | ? | 2024-07✗ 2023-07✗ 2022-07✗ 2021-07~ |  |
+| FIKHX | weak-match | ? | 2024-07✗ 2023-07✗ 2022-07✗ 2021-07~ |  |
+| FIKIX | weak-match | ? | 2024-07✗ 2023-07✗ 2022-07✗ 2021-07~ |  |
+| FIKKX | ok | ? | 2024-07✓ 2023-07✓ 2022-07✓ 2021-07✓ 2020-07~ |  |
+| FIQQX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| FIQYX | ok | ? | 2023-12✓ 2022-12✓ 2021-12✓ 2020-12~ |  |
+| FKLSX | weak-match | Class A | 2022-05✗ 2021-05✗ 2020-05✗ 2019-05✗ 2018-05~ |  |
+| FKMAX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| FKMZX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| FLSRX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| FMIL | ok | ? | 2025-07✓ 2024-07✓ 2023-07✓ 2022-07✓ 2021-07~ |  |
+| FOVL | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| FPNIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| FRCCX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| FSMQX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| FZAAX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| FZADX | weak-match | ? | 2024-11✗ 2023-11✗ 2022-11✗ 2021-11✓ 2020-11~ |  |
+| FZAGX | mismatch | ? | 2024-11✗ 2023-11✗ 2022-11✗ 2021-11✓ 2020-11~ |  |
+| FZAKX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| GAAMX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| GDEUX | mismatch | Class R6 Shares | 2024-08✓ 2023-08✓ 2022-08✗ 2021-08✗ 2020-08~ |  |
+| GFCUX | weak-match | Institutional Shares | 2024-08✗ 2023-08✗ 2022-08✗ 2021-08~ |  |
+| GGRUX | weak-match | Institutional Shares | 2024-08✗ 2023-08✗ 2022-08✗ 2021-08~ |  |
+| GHPLX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | GLD | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| GLGAX | weak-match | ? | 2019-01✗ 2018-01✗ 2017-01✗ 2016-01~ |  |
+| GMNIX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| GNDSX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| GOPIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| GSEAX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| GSOUX | mismatch | Institutional Shares | 2025-03✓ 2024-03✓ 2023-03✓ 2022-03✗ 2021-03~ |  |
+| GTORX | weak-match | Institutional Shares | 2024-08✗ 2023-08✗ 2022-08✗ 2021-08✗ 2020-08~ |  |
+| GUMNX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| HAFVX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| HDRW | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| HGSD | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| HLNAX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| HSHRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| HSRT | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| INNNX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| IONAX | weak-match | ? | 2016-12✗ 2030-12✗ 2015-12~ |  |
+| IONPX | weak-match | ? | 2016-12✗ 2030-12✗ 2015-12~ |  |
+| IQDAX | weak-match | ? | 2019-08✗ 2018-08✗ 2017-08✗ 2016-08~ |  |
+| IRBAX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| IRNIX | error |  |  | HTTP Error 500: Internal Server Error |
 | IWM | not-found |  |  | no candidate filing contained this fund (6 tried) |
-| JLPSX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| JBORX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| JFGFX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| JHJRX | not-found |  |  | no candidate filing contained this fund (3 tried) |
+| JHSMX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| JIHRX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| JIVMX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| JLPSX | ok | Class I | 2025-06✓ 2024-06✓ 2023-06✓ 2022-06✓ 2021-06~ |  |
+| JMBUX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| JOELX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| JSALX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| JSCCX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| JSIMX | not-found |  |  | no candidate filing contained this fund (3 tried) |
+| JSYRX | not-found |  |  | no candidate filing contained this fund (3 tried) |
+| JTSRX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| JTTYX | not-found |  |  | no candidate filing contained this fund (3 tried) |
+| JWSOX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| KCMTX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | LAMHX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| LCDVX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | LCORX | weak-match | ? | 2023-09✗ 2022-09✗ 2021-09✓ 2020-09✗ 2019-09~ |  |
 | LCRIX | weak-match | ? | 2023-09✗ 2022-09✗ 2021-09✓ 2020-09✗ 2019-09~ |  |
+| LDMVX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| LEBKX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| LIBKX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| LLSOX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| LMAMX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| LMAPX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| LNFIX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| LPBKX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| LPTAX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| LQTVX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| LTTKX | not-found |  |  | no candidate filing contained this fund (4 tried) |
+| LYRDX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MASNX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MBBIX | not-found |  |  | no candidate filing contained this fund (2 tried) |
 | MBXIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MDNA | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| MDRVX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MFVZX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MGFOX | ok | ? | 2024-10✓ 2023-10✓ 2022-10✓ 2021-10~ |  |
+| MGREX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MILNX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| MIZIX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MLOZX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MLUZX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MMKUX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MMQIX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MMWIX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MMWZX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MPDIX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MPIVX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MRCUX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MRFUX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| MRGUX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MRMUX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MSHYX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MSPZX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MSVZX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| MUCRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MURSX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| MWATX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| NMAEX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| NSFBX | weak-match | Class Y | 2024-01✗ 2023-01✗ 2022-01✗ 2021-01✗ 2020-01~ |  |
+| NSFDX | weak-match | Class Y | 2024-01✗ 2023-01✗ 2022-01✗ 2021-01✗ 2020-01~ |  |
+| NSFEX | weak-match | Class Y | 2024-01✗ 2023-01✗ 2022-01✗ 2021-01✗ 2020-01~ |  |
+| NSFFX | weak-match | Class A | 2024-12✗ 2023-12✗ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| NSFGX | weak-match | Class A | 2024-12✗ 2023-12✗ 2022-12✓ 2021-12✗ 2020-12~ |  |
+| NSFHX | weak-match | Class A | 2024-12✗ 2023-12✗ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| NSFJX | weak-match | Class A | 2024-12✗ 2023-12✗ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| NSFKX | weak-match | Class A | 2024-12✗ 2023-12✗ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| NSFLX | weak-match | Class N | 2024-01✗ 2023-01✗ 2022-01✗ 2021-01✗ 2020-01~ |  |
+| NSFMX | weak-match | Class A | 2024-12✗ 2023-12✗ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| NUBAX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| NWHIX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| NWIFX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| OFIIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| OIEMX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| OTCRX | mismatch | ? | 2024-10✓ 2023-10✗ 2022-10✗ 2021-10✓ 2020-10~ |  |
+| PAOIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PBATX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| PCWQX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PDCJX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PDCRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PEDMX | error |  |  | HTTP Error 500: Internal Server Error |
+| PFSDX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PGMMX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| PLRRX | not-found |  |  | no candidate filing contained this fund (4 tried) |
 | PMAIX | ok | Class A | 2025-07✓ 2024-07✓ 2023-07✓ 2022-07✓ 2021-07~ |  |
 | PMFKX | ok | Class R6 | 2025-07✓ 2024-07✓ 2023-07✓ 2022-07✓ 2021-07~ |  |
+| PMFMX | not-found |  |  | no candidate filing contained this fund (2 tried) |
 | PMORX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| PMRIX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| PMZDX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| POEFX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| PPZRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PRMFX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| PTM | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PTRIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PUBDX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| PZVLX | weak-match | ? | 2016-04✗ 2029-04✗ 2028-04✗ 2020-04✗ 2019-04✗ 2018-04✓ 2017-02~ |  |
+| QIORX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| QMORX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | QQQ | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| QSMRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | QSPNX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| RAAAX | weak-match | ? | 2010-12✗ 2030-12✗ 2031-12✗ 2025-12✗ 2024-12✗ 2023-12✓ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| RBRCX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| RICIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| RMRGX | weak-match | ? | 2019-12✗ 2022-12✗ 2026-12✗ 2014-12✓ 2020-12✓ 2020-10✓ 2020-04✗ 2019-04✗ 2017-05✗ 2018-04~ |  |
+| RPICX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| RRSVX | not-found |  |  | no candidate filing contained this fund (2 tried) |
+| RSERX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SAOSX | not-found |  |  | no candidate filing contained this fund (2 tried) |
 | SCHD | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SCHHX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| SCHWFX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| SDFIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SHDIX | weak-match | ? | 2025-06✗ 2024-06✗ 2023-06✗ 2022-06✗ 2021-06~ |  |
 | SHV | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SHXIX | mismatch | ? | 2025-06✓ 2024-06✓ 2023-06✗ 2022-06✗ 2021-06~ |  |
+| SHYAX | not-found |  |  | no candidate filing contained this fund (4 tried) |
 | SLV | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SPAAX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| SPABX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SPAIX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SSBOX | weak-match | Class K | 2023-12✗ 2022-12✗ 2021-12✗ 2020-12~ |  |
+| SSYGX | weak-match | ? | 2025-03✗ 2030-03✗ 2024-03✗ 2023-03✗ 2022-03✗ 2021-03✗ 2020-03~ |  |
+| STLG | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| SUBYX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | SVARX | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| TFSMX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| TMGAX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| TQEZX | weak-match | Class N | 2023-12✗ 2022-12✗ 2021-12✗ 2020-12✗ 2019-12~ |  |
+| TREBX | not-found |  |  | no candidate filing contained this fund (1 tried) |
+| TSPCX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| TTAI | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| TTDAX | ok | ? | 2025-04✓ 2024-04✓ 2023-04✓ 2022-04~ |  |
+| TXEMF | not-found |  |  | no candidate filing contained this fund (5 tried) |
+| VASFX | not-found |  |  | no candidate filing contained this fund (6 tried) |
 | VEA | ok | FTSE Developed Markets ETF Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
+| VGQRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| VIGTX | not-found |  |  | no candidate filing contained this fund (3 tried) |
+| VLSRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| VRSBX | not-found |  |  | no candidate filing contained this fund (5 tried) |
 | VTI | ok | ETF Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
+| VTRDX | weak-match | ? | 2014-12✗ 2019-12✗ 2005-12✗ 2021-12✗ 2011-12✗ 2021-05✗ 2011-05✗ 2017-05✗ 2028-05✗ 2034-05✗ 2014-05✗ 2024-05✗ 2027-05✗ 2029-05✗ 2015-05~ |  |
 | VTSAX | ok | Admiral Shares | 2025-12✓ 2024-12✓ 2023-12✓ 2022-12✓ 2021-12~ |  |
 | VWO | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| VWRSX | not-found |  |  | no candidate filing contained this fund (0 tried) |
+| WGCRX | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| WINC | not-found |  |  | no candidate filing contained this fund (6 tried) |
+| WTLVX | not-found |  |  | no candidate filing contained this fund (6 tried) |
--- a/reports/xcheck_official/aaalx.json
+++ b/reports/xcheck_official/aaalx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "aaalx",
+ "name": "American Century Asset Allocation Portfolios Inc. - One Choice Blend 2015\u00a0Portfolio Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/abqzx.json
+++ b/reports/xcheck_official/abqzx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "abqzx",
+ "name": "AB Bond Fund, Inc. - AB Total Return Bond Portfolio",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (1 tried)"
+}
--- a/reports/xcheck_official/adusx.json
+++ b/reports/xcheck_official/adusx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "adusx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/aectx.json
+++ b/reports/xcheck_official/aectx.json
@ -0,0 +1,347 @@
+{
+ "symbol": "aectx",
+ "name": "American Century World Mutual Funds, Inc. - Emerging Markets Small Cap Fund",
+ "filing": {
+  "accession": "0000872825-24-000033",
+  "doc": "ck0000872825-20240531.htm",
+  "period_end": "2024-05-31",
+  "display": "AMERICAN CENTURY WORLD MUTUAL FUNDS INC  (CIK 0000872825)",
+  "ciks": [
+   "0000872825"
+  ],
+  "score": 22.040518
+ },
+ "how": "ticker",
+ "n_bytes": 7568374,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.9028,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "fy",
+   "end": "2012-12-31",
+   "official": 7.09,
+   "local": 0,
+   "diff": 7.09,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2032-12-31",
+   "official": 0.03,
+   "local": 5.469,
+   "diff": -5.439,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2013-12-31",
+   "official": 0.91,
+   "local": 0,
+   "diff": 0.91,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2029-12-31",
+   "official": 0.88,
+   "local": 0.216,
+   "diff": 0.664,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-12-31",
+   "official": 0.36,
+   "local": 5.253,
+   "diff": -4.893,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2011-12-31",
+   "official": 0.36,
+   "local": 0,
+   "diff": 0.36,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2009-12-31",
+   "official": 7.6112,
+   "local": 0,
+   "diff": 7.6112,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2010-12-31",
+   "official": 0.87,
+   "local": 0,
+   "diff": 0.87,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2028-12-31",
+   "official": 2.08,
+   "local": 4.295,
+   "diff": -2.215,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2018-12-31",
+   "official": 0.94,
+   "local": 0,
+   "diff": 0.94,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-12-31",
+   "official": 7.76,
+   "local": 5.253,
+   "diff": 2.507,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2015-12-31",
+   "official": 0.03,
+   "local": 0,
+   "diff": 0.03,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2027-12-31",
+   "official": 0.49,
+   "local": 5.345,
+   "diff": -4.855,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2016-12-31",
+   "official": 0.46,
+   "local": 0.124,
+   "diff": 0.336,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2008-12-31",
+   "official": 1.13,
+   "local": 0,
+   "diff": 1.13,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-12-31",
+   "official": 1.13,
+   "local": 4.962,
+   "diff": -3.832,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2005-12-31",
+   "official": 7.097,
+   "local": 0,
+   "diff": 7.097,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2001-12-31",
+   "official": 0.72,
+   "local": 0,
+   "diff": 0.72,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2014-12-31",
+   "official": 2.09,
+   "local": 0,
+   "diff": 2.09,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2040-12-31",
+   "official": 0.5,
+   "local": 2.987,
+   "diff": -2.487,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-12-31",
+   "official": 11.08,
+   "local": 2.482,
+   "diff": 8.598,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2003-12-31",
+   "official": 0.04,
+   "local": 0,
+   "diff": 0.04,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2026-12-31",
+   "official": 1.51,
+   "local": 5.123,
+   "diff": -3.613,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2017-12-31",
+   "official": 1.55,
+   "local": 0,
+   "diff": 1.55,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2019-12-31",
+   "official": 1.77,
+   "local": 0,
+   "diff": 1.77,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-12-31",
+   "official": 1.77,
+   "local": 5.469,
+   "diff": -3.699,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2006-12-31",
+   "official": 7.76,
+   "local": 0,
+   "diff": 7.76,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2030-12-31",
+   "official": 16.87,
+   "local": 5.469,
+   "diff": 11.401,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2002-12-31",
+   "official": 2.1,
+   "local": 0,
+   "diff": 2.1,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2036-12-31",
+   "official": 0.46,
+   "local": 0,
+   "diff": 0.46,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2038-12-31",
+   "official": 11.23,
+   "local": 0,
+   "diff": 11.23,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2033-12-31",
+   "official": 0.08,
+   "local": 0,
+   "diff": 0.08,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2034-12-31",
+   "official": 1.371,
+   "local": 0,
+   "diff": 1.371,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2025-12-31",
+   "official": 0.29,
+   "local": 0,
+   "diff": 0.29,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2035-12-31",
+   "official": 1.44,
+   "local": 0,
+   "diff": 1.44,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2039-12-31",
+   "official": 1.44,
+   "local": 5.469,
+   "diff": -4.029,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/afxpx.json
+++ b/reports/xcheck_official/afxpx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "afxpx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/agazx.json
+++ b/reports/xcheck_official/agazx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "agazx",
+ "name": "Allspring Funds Trust - Allspring Global Long/Short Equity Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/akrex.json
+++ b/reports/xcheck_official/akrex.json
@ -0,0 +1,89 @@
+{
+ "symbol": "akrex",
+ "name": "Akre Focus Retail",
+ "filing": {
+  "accession": "0000898531-22-000158",
+  "doc": "akre-ncsrs.htm",
+  "period_end": "2022-01-31",
+  "display": "PROFESSIONALLY MANAGED PORTFOLIOS  (CIK 0000811030)",
+  "ciks": [
+   "0000811030"
+  ],
+  "score": 43.487453
+ },
+ "how": "ticker",
+ "n_bytes": 868407,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.9335,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "fy",
+   "end": "2022-01-31",
+   "official": 2.34,
+   "local": 0,
+   "diff": 2.34,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2031-01-31",
+   "official": 1.33,
+   "local": 27.5947,
+   "diff": -26.2647,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-01-31",
+   "official": 0.19,
+   "local": 0,
+   "diff": 0.19,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-01-31",
+   "official": 0.2,
+   "local": 2.6617,
+   "diff": -2.4617,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2019-01-31",
+   "official": 0.05,
+   "local": 0.188,
+   "diff": -0.138,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2018-01-31",
+   "official": 0.002,
+   "local": 0.2,
+   "diff": -0.198,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2017-01-31",
+   "official": 0.002,
+   "local": 1.169,
+   "diff": -1.167,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/alasx.json
+++ b/reports/xcheck_official/alasx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "alasx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/amfzx.json
+++ b/reports/xcheck_official/amfzx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "amfzx",
+ "name": "Investment Managers Series Trust - 361 Managed Futures Strategy Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/andrx.json
+++ b/reports/xcheck_official/andrx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "andrx",
+ "name": "AQR Funds - AQR International Defensive Style Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/arwdx.json
+++ b/reports/xcheck_official/arwdx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "arwdx",
+ "name": "American Century Asset Allocation Portfolios, Inc. - One Choice 2025 Portfolio",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/atezx.json
+++ b/reports/xcheck_official/atezx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "atezx",
+ "name": "AB Sustainable Global Thematic Z",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/atmdx.json
+++ b/reports/xcheck_official/atmdx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "atmdx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/avgyx.json
+++ b/reports/xcheck_official/avgyx.json
@ -0,0 +1,104 @@
+{
+ "symbol": "avgyx",
+ "name": "BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund",
+ "filing": {
+  "accession": "0000914775-23-000121",
+  "doc": "lp1-250.htm",
+  "period_end": "2023-10-31",
+  "display": "BNY Mellon Advantage Funds, Inc.  (CIK 0000914775)",
+  "ciks": [
+   "0000914775"
+  ],
+  "score": 24.680445
+ },
+ "how": "ticker",
+ "n_bytes": 3509145,
+ "verdict": "weak-match",
+ "class": "Class A Shares",
+ "mean_rel_err": 0.8416,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2023-10-31",
+   "official": 0.84,
+   "local": 7.5596,
+   "diff": -6.7196,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2014-10-31",
+   "official": 0.39,
+   "local": 0,
+   "diff": 0.39,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-10-31",
+   "official": 0.27,
+   "local": 0,
+   "diff": 0.27,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2028-10-31",
+   "official": 0.47,
+   "local": 0,
+   "diff": 0.47,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2029-10-31",
+   "official": 0.55,
+   "local": 0,
+   "diff": 0.55,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2031-10-31",
+   "official": 10.021,
+   "local": 7.8321,
+   "diff": 2.1889,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-10-31",
+   "official": 0.5112,
+   "local": 0,
+   "diff": 0.5112,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-10-31",
+   "official": 0.2912,
+   "local": 0.8891,
+   "diff": -0.5979,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2019-10-31",
+   "official": 0.3512,
+   "local": 0.846,
+   "diff": -0.4948,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/bafmx.json
+++ b/reports/xcheck_official/bafmx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "bafmx",
+ "name": "Brown Advisory Mid-Cap Growth Instl",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/bbgpx.json
+++ b/reports/xcheck_official/bbgpx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "bbgpx",
+ "name": "BlackRock ETF Trust II - iShares Mortgage-Backed Securities Active ETF",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (5 tried)"
+}
--- a/reports/xcheck_official/bcmix.json
+++ b/reports/xcheck_official/bcmix.json
@ -0,0 +1,83 @@
+{
+ "symbol": "bcmix",
+ "name": "Brown Capital Management Mutual Funds - The Brown Capital Management Mid Company Fund",
+ "filing": {
+  "accession": "0001999371-24-007304",
+  "doc": "bcm-ncsr_033124.htm",
+  "period_end": "2024-03-31",
+  "display": "Brown Capital Management Mutual Funds  (CIK 0000869351)",
+  "ciks": [
+   "0000869351"
+  ],
+  "score": 19.672508
+ },
+ "how": "ticker",
+ "n_bytes": 4826499,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.941,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2031-12-31",
+   "official": 1.86,
+   "local": 0,
+   "diff": 1.86,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-12-31",
+   "official": 0.5,
+   "local": 0,
+   "diff": 0.5,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-12-31",
+   "official": 0.45,
+   "local": 0,
+   "diff": 0.45,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-12-31",
+   "official": 0.61,
+   "local": 3.718,
+   "diff": -3.108,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-12-31",
+   "official": 13.89,
+   "local": 1.0,
+   "diff": 12.89,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-12-31",
+   "official": 11.89,
+   "local": 37.238,
+   "diff": -25.348,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?",
+  "?",
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/bfslx.json
+++ b/reports/xcheck_official/bfslx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "bfslx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/bgaqx.json
+++ b/reports/xcheck_official/bgaqx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "bgaqx",
+ "name": "BMO Global Long/Short Equity Fund Class A",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (5 tried)"
+}
--- a/reports/xcheck_official/bgrsx.json
+++ b/reports/xcheck_official/bgrsx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "bgrsx",
+ "name": "The RBB Fund, Inc. - Boston Partners Global Long/Short Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (1 tried)"
+}
--- a/reports/xcheck_official/biglx.json
+++ b/reports/xcheck_official/biglx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "biglx",
+ "name": "Blackrock Funds V  - BlackRock Impact Mortgage Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (2 tried)"
+}
--- a/reports/xcheck_official/blvax.json
+++ b/reports/xcheck_official/blvax.json
@ -0,0 +1,6 @@
+{
+ "symbol": "blvax",
+ "name": "BMO Funds, Inc. - BMO Low Volatility Equity Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/bnd.json
+++ b/reports/xcheck_official/bnd.json
@ -1,18 +1,6 @@
 {
 "symbol": "bnd",
 "name": "Vanguard Total Bond Market Index Fund ETF Shares",
- "filing": {
-  "accession": "0001104659-26-102243",
-  "doc": "tm2620528d3_ncsrs.htm",
-  "period_end": "2026-06-30",
-  "display": "VANGUARD BOND INDEX FUNDS  (CIK 0000794105)",
-  "ciks": [
-   "0000794105"
-  ],
-  "score": 1.4955673
- },
- "how": "ticker",
- "n_bytes": 69871730,
 "verdict": "ok",
 "class": "ETF Shares",
 "mean_rel_err": 0.0002,
@ -85,5 +73,17 @@
  "Institutional Shares",
  "Institutional Plus Shares",
  "Institutional Select Shares"
- ]
+ ],
+ "filing": {
+  "accession": "0001104659-26-102243",
+  "doc": "tm2620528d3_ncsrs.htm",
+  "period_end": "2026-06-30",
+  "display": "VANGUARD BOND INDEX FUNDS  (CIK 0000794105)",
+  "ciks": [
+   "0000794105"
+  ],
+  "score": 1.4954262
+ },
+ "how": "ticker",
+ "n_bytes": 69871730
 }
--- a/reports/xcheck_official/btlkx.json
+++ b/reports/xcheck_official/btlkx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "btlkx",
+ "name": "Baillie Gifford International Concentrated Growth Equities Fund - Class k",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/bxeyx.json
+++ b/reports/xcheck_official/bxeyx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "bxeyx",
+ "name": "MassMutual Advantage Funds - MassMutual Emerging Markets Debt Blended Total Return Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (1 tried)"
+}
--- a/reports/xcheck_official/caalx.json
+++ b/reports/xcheck_official/caalx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "caalx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/cacsx.json
+++ b/reports/xcheck_official/cacsx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cacsx",
+ "name": "AIM Investment Funds (Invesco Investment Funds) - Invesco Greater China Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/cfbux.json
+++ b/reports/xcheck_official/cfbux.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cfbux",
+ "name": "Lord Abbett Trust I - Climate Focused Bond Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/cforx.json
+++ b/reports/xcheck_official/cforx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cforx",
+ "name": "Calvert Management Series - Floating Rate Advantage Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/cnemx.json
+++ b/reports/xcheck_official/cnemx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cnemx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/cnevx.json
+++ b/reports/xcheck_official/cnevx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cnevx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/cnlsx.json
+++ b/reports/xcheck_official/cnlsx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cnlsx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/cnmnx.json
+++ b/reports/xcheck_official/cnmnx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cnmnx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/cnmsx.json
+++ b/reports/xcheck_official/cnmsx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cnmsx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/coagx.json
+++ b/reports/xcheck_official/coagx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "coagx",
+ "name": "Gator Capital Long/Short Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/cogix.json
+++ b/reports/xcheck_official/cogix.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cogix",
+ "name": "Investment Managers Series Trust II - AXS Market Neutral Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/cpmnx.json
+++ b/reports/xcheck_official/cpmnx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "cpmnx",
+ "name": "Trust For Professional Managers - Convergence Market Neutral Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/crupx.json
+++ b/reports/xcheck_official/crupx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "crupx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/cvsix.json
+++ b/reports/xcheck_official/cvsix.json
@ -1,77 +1,104 @@
 {
 "symbol": "cvsix",
 "name": "Calamos Market Neutral Income A",
- "filing": {
-  "accession": "0001193125-12-512223",
-  "doc": "d431187dncsr.htm",
-  "period_end": "2012-10-31",
-  "display": "CALAMOS INVESTMENT TRUST/IL  (CIK 0000826732)",
-  "ciks": [
-   "0000826732"
-  ],
-  "score": 27.455177
- },
- "how": "name:Calamos Market Neutral Income Fund (shared=4)",
- "n_bytes": 7422370,
- "verdict": "mismatch",
+ "verdict": "ok",
 "class": "?",
- "mean_rel_err": 0.0939,
+ "mean_rel_err": 0.0384,
 "nav_check": {
-  "date": "2008-10-31",
-  "official": 10.97,
-  "local": 10.97,
+  "date": "2021-10-29",
+  "official": 14.63,
+  "local": 14.63,
  "rel": 0.0,
  "ok": true
 },
 "periods": [
  {
   "period": "current",
-   "end": "2012-10-31",
-   "official": 0.15,
-   "local": 0.153,
-   "diff": -0.003,
+   "end": "2026-04-30",
+   "official": 0.16,
+   "local": 0.159,
+   "diff": 0.001,
   "ok": true,
   "unbounded": false
  },
  {
   "period": "fy",
-   "end": "2011-10-31",
+   "end": "2025-10-31",
+   "official": 0.25,
+   "local": 0.252,
+   "diff": -0.002,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-10-31",
+   "official": 0.79,
+   "local": 0.792,
+   "diff": -0.002,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-10-31",
   "official": 0.2,
-   "local": 0.2,
-   "diff": 0.0,
-   "ok": true,
-   "unbounded": false
-  },
-  {
-   "period": "fy",
-   "end": "2010-10-31",
-   "official": 0.13,
-   "local": 0.128,
+   "local": 0.198,
   "diff": 0.002,
   "ok": true,
   "unbounded": false
  },
  {
   "period": "fy",
-   "end": "2009-10-31",
-   "official": 0.81,
-   "local": 1.104,
-   "diff": -0.294,
-   "ok": false,
+   "end": "2022-10-31",
+   "official": 0.03,
+   "local": 0.026,
+   "diff": 0.004,
+   "ok": true,
   "unbounded": false
  },
  {
   "period": "fy",
-   "end": "2008-10-31",
-   "official": 0.51,
-   "local": 14.311,
-   "diff": -13.801,
+   "end": "2021-10-31",
+   "official": 0.06,
+   "local": 20.003,
+   "diff": -19.943,
   "ok": false,
   "unbounded": true
  }
 ],
 "other_classes": [
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
+  "?",
  "?",
  "?"
- ]
+ ],
+ "filing": {
+  "accession": "0001104659-26-080185",
+  "doc": "tm2618831d1_ncsrs.htm",
+  "period_end": "2026-04-30",
+  "display": "CALAMOS INVESTMENT TRUST/IL  (CIK 0000826732)",
+  "ciks": [
+   "0000826732"
+  ],
+  "score": 19.313204
+ },
+ "how": "ticker",
+ "n_bytes": 25711754
 }
--- a/reports/xcheck_official/ddez.json
+++ b/reports/xcheck_official/ddez.json
@ -0,0 +1,6 @@
+{
+ "symbol": "ddez",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/ddjp.json
+++ b/reports/xcheck_official/ddjp.json
@ -0,0 +1,6 @@
+{
+ "symbol": "ddjp",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/dieyx.json
+++ b/reports/xcheck_official/dieyx.json
@ -0,0 +1,113 @@
+{
+ "symbol": "dieyx",
+ "name": "BNY Mellon Stock Funds - BNY Mellon International Core Equity Fund",
+ "filing": {
+  "accession": "0001199348-24-000005",
+  "doc": "lp1-720.htm",
+  "period_end": "2024-03-31",
+  "display": "BNY MELLON STOCK FUNDS  (CIK 0001199348)",
+  "ciks": [
+   "0001199348"
+  ],
+  "score": 26.70002
+ },
+ "how": "ticker",
+ "n_bytes": 721006,
+ "verdict": "weak-match",
+ "class": "Class A Shares",
+ "mean_rel_err": 0.7617,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2024-03-31",
+   "official": 1.21,
+   "local": 13.1918,
+   "diff": -11.9818,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2013-03-31",
+   "official": 1.19,
+   "local": 0,
+   "diff": 1.19,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-09-30",
+   "official": 4.79,
+   "local": 11.883,
+   "diff": -7.093,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2013-09-30",
+   "official": 0.9,
+   "local": 0,
+   "diff": 0.9,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2030-03-31",
+   "official": 1.02,
+   "local": 7.3745,
+   "diff": -6.3545,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-03-31",
+   "official": 0.7,
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+   "unbounded": false
+  },
+  {
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+   "end": "2022-03-31",
+   "official": 38.5735,
+   "local": 8.548,
+   "diff": 30.0255,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2021-03-31",
+   "official": 0.3328,
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+   "diff": -0.6228,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-03-31",
+   "official": 0.2743,
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+   "diff": -0.8196,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2019-03-31",
+   "official": 0.1236,
+   "local": 0,
+   "diff": 0.1236,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/dribx.json
+++ b/reports/xcheck_official/dribx.json
@ -0,0 +1,131 @@
+{
+ "symbol": "dribx",
+ "name": "DFA Investment Dimensions Group Inc. - Dimensional 2010 Target Date Retirement Income Fund",
+ "filing": {
+  "accession": "0001193125-24-176340",
+  "doc": "d822051dncsrs.htm",
+  "period_end": "2024-04-30",
+  "display": "DFA INVESTMENT DIMENSIONS GROUP INC  (CIK 0000355437)",
+  "ciks": [
+   "0000355437"
+  ],
+  "score": 0.47045898
+ },
+ "how": "name:Target Date Retirement Income Fund (shared=4)",
+ "n_bytes": 118507006,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.715,
+ "nav_check": {
+  "date": "2019-12-31",
+  "official": 13.44,
+  "local": 11.26,
+  "rel": 0.1622,
+  "ok": true
+ },
+ "periods": [
+  {
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+   "end": "2010-12-31",
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+   "local": 0,
+   "diff": 0.24,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2013-12-31",
+   "official": 0.49,
+   "local": 0,
+   "diff": 0.49,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2020-12-31",
+   "official": 1.37,
+   "local": 0,
+   "diff": 1.37,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2025-12-31",
+   "official": 0.78,
+   "local": 0,
+   "diff": 0.78,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2030-12-31",
+   "official": 0.21,
+   "local": 0.0056,
+   "diff": 0.2044,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2024-12-31",
+   "official": 0.26,
+   "local": 0,
+   "diff": 0.26,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2031-12-31",
+   "official": 0.23,
+   "local": 0.2481,
+   "diff": -0.0181,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "official": 0.51,
+   "local": 0.3566,
+   "diff": 0.1534,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2022-12-31",
+   "official": 1.14,
+   "local": 0.593,
+   "diff": 0.547,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2021-12-31",
+   "official": 0.76,
+   "local": 1.1228,
+   "diff": -0.3628,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2019-12-31",
+   "official": 0.25,
+   "local": 0.3101,
+   "diff": -0.0601,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/dsum.json
+++ b/reports/xcheck_official/dsum.json
@ -0,0 +1,6 @@
+{
+ "symbol": "dsum",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/dxus.json
+++ b/reports/xcheck_official/dxus.json
@ -0,0 +1,6 @@
+{
+ "symbol": "dxus",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/eroax.json
+++ b/reports/xcheck_official/eroax.json
@ -0,0 +1,6 @@
+{
+ "symbol": "eroax",
+ "name": "Eaton Vance Special Investment Trust - Eaton Vance Hedged Stock Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/esga.json
+++ b/reports/xcheck_official/esga.json
@ -0,0 +1,6 @@
+{
+ "symbol": "esga",
+ "name": "American Century Large Cap Equity ETF",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/esrx.json
+++ b/reports/xcheck_official/esrx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "esrx",
+ "name": "Express Scripts Holding Company",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/evgbx.json
+++ b/reports/xcheck_official/evgbx.json
@ -0,0 +1,103 @@
+{
+ "symbol": "evgbx",
+ "name": "The RBB Fund Trust - Evermore Global Value Fund",
+ "filing": {
+  "accession": "0001398344-24-008550",
+  "doc": "fp0087283-1_ncsrs.htm",
+  "period_end": "2024-02-29",
+  "display": "RBB Fund Trust  (CIK 0001618627)",
+  "ciks": [
+   "0001618627"
+  ],
+  "score": 36.980515
+ },
+ "how": "ticker",
+ "n_bytes": 2433597,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.4978,
+ "nav_check": {
+  "date": "2019-02-28",
+  "official": 11.7,
+  "local": 12.64,
+  "rel": 0.0803,
+  "ok": true
+ },
+ "periods": [
+  {
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+   "end": "2024-02-29",
+   "official": 0.24,
+   "local": 0,
+   "diff": 0.24,
+   "ok": false,
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+  {
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+  },
+  {
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+   "diff": 0.3402,
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+  },
+  {
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+   "official": 0.28,
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+   "diff": 0.0195,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2019-02-29",
+   "official": 0.0,
+   "local": 0,
+   "diff": 0.0,
+   "ok": true,
+   "unbounded": false
+  },
+  {
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+   "end": "2018-02-29",
+   "official": 0.0,
+   "local": 0,
+   "diff": 0.0,
+   "ok": true,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?"
+ ]
+}
--- a/reports/xcheck_official/faevx.json
+++ b/reports/xcheck_official/faevx.json
@ -0,0 +1,88 @@
+{
+ "symbol": "faevx",
+ "name": "Fidelity Advisor Series I - Fidelity Advisor Equity Value Fund",
+ "filing": {
+  "accession": "0000722574-25-000227",
+  "doc": "filing8969.htm",
+  "period_end": "2025-05-31",
+  "display": "FIDELITY ADVISOR SERIES I  (CIK 0000722574)",
+  "ciks": [
+   "0000722574"
+  ],
+  "score": 21.54176
+ },
+ "how": "name:EPI-SANN-0725 Fidelity Advisor Equity Value Fund Semi-Annual Report May (shared=4)",
+ "n_bytes": 16040764,
+ "verdict": "mismatch",
+ "class": "?",
+ "mean_rel_err": 0.1686,
+ "nav_check": {
+  "date": "2020-11-30",
+  "official": 19.26,
+  "local": 19.26,
+  "rel": 0.0,
+  "ok": true
+ },
+ "periods": [
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+   "end": "2025-05-31",
+   "official": 1.35,
+   "local": 1.75,
+   "diff": -0.4,
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+  {
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+  {
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+   "official": 1.06,
+   "local": 2.292,
+   "diff": -1.232,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?",
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/faosx.json
+++ b/reports/xcheck_official/faosx.json
@ -0,0 +1,74 @@
+{
+ "symbol": "faosx",
+ "name": "Fidelity Advisor Series VIII - Fidelity Advisor Overseas Fund",
+ "filing": {
+  "accession": "0000729218-24-000053",
+  "doc": "filing8248.htm",
+  "period_end": "2024-10-31",
+  "display": "FIDELITY ADVISOR SERIES VIII  (CIK 0000729218)",
+  "ciks": [
+   "0000729218"
+  ],
+  "score": 18.705416
+ },
+ "how": "name:Fidelity Advisor Series VIII (shared=3)",
+ "n_bytes": 9922644,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.4074,
+ "nav_check": {
+  "date": "2020-10-30",
+  "official": 30.73,
+  "local": 25.280001,
+  "rel": 0.1774,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2024-10-31",
+   "official": 0.36,
+   "local": 0.349,
+   "diff": 0.011,
+   "ok": true,
+   "unbounded": false
+  },
+  {
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+   "end": "2023-10-31",
+   "official": 0.2,
+   "local": 0.222,
+   "diff": -0.022,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-10-31",
+   "official": 1.64,
+   "local": 1.438,
+   "diff": 0.202,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-10-31",
+   "official": 0.67,
+   "local": 0,
+   "diff": 0.67,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-10-31",
+   "official": 0.08,
+   "local": 1.855,
+   "diff": -1.775,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/fexpx.json
+++ b/reports/xcheck_official/fexpx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fexpx",
+ "name": "Fidelity Summer Street Trust - Fidelity Export and Multinational Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (1 tried)"
+}
--- a/reports/xcheck_official/fgbfx.json
+++ b/reports/xcheck_official/fgbfx.json
@ -0,0 +1,74 @@
+{
+ "symbol": "fgbfx",
+ "name": "Fidelity School Street Trust - Fidelity Global Credit Fund",
+ "filing": {
+  "accession": "0000215829-25-000012",
+  "doc": "filing8414.htm",
+  "period_end": "2024-12-31",
+  "display": "FIDELITY SCHOOL STREET TRUST  (CIK 0000215829)",
+  "ciks": [
+   "0000215829"
+  ],
+  "score": 17.213408
+ },
+ "how": "name:Fidelity School Street Trust (shared=3)",
+ "n_bytes": 13087836,
+ "verdict": "ok",
+ "class": "?",
+ "mean_rel_err": 0.0312,
+ "nav_check": {
+  "date": "2020-12-31",
+  "official": 10.23,
+  "local": 10.03,
+  "rel": 0.0196,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2024-12-31",
+   "official": 0.397,
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+  },
+  {
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+  },
+  {
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+   "diff": -0.012,
+   "ok": true,
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+   "ok": true,
+   "unbounded": false
+  },
+  {
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+   "end": "2020-12-31",
+   "official": 0.673,
+   "local": 1.111,
+   "diff": -0.438,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/fgizx.json
+++ b/reports/xcheck_official/fgizx.json
@ -0,0 +1,76 @@
+{
+ "symbol": "fgizx",
+ "name": "Fidelity Advisor Series I - Fidelity Advisor Growth & Income Fund",
+ "filing": {
+  "accession": "0000722574-25-000054",
+  "doc": "filing8326.htm",
+  "period_end": "2024-11-30",
+  "display": "FIDELITY ADVISOR SERIES I  (CIK 0000722574)",
+  "ciks": [
+   "0000722574"
+  ],
+  "score": 21.274221
+ },
+ "how": "ticker",
+ "n_bytes": 20418389,
+ "verdict": "mismatch",
+ "class": "?",
+ "mean_rel_err": 0.2805,
+ "nav_check": {
+  "date": "2020-11-30",
+  "official": 19.73,
+  "local": 28.52,
+  "rel": 0.4455,
+  "ok": false
+ },
+ "periods": [
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+   "period": "current",
+   "end": "2024-11-30",
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+  },
+  {
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+  },
+  {
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+   "official": 3.45,
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+  },
+  {
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+   "official": 4.36,
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+   "diff": 1.997,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-11-30",
+   "official": 1.92,
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+   "diff": -12.883,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fibqx.json
+++ b/reports/xcheck_official/fibqx.json
@ -0,0 +1,92 @@
+{
+ "symbol": "fibqx",
+ "name": "Templeton Income Trust - Templeton International Bond Fund",
+ "filing": {
+  "accession": "0001193125-20-234108",
+  "doc": "d915778dncsrs.htm",
+  "period_end": "2020-06-30",
+  "display": "TEMPLETON INCOME TRUST  (CIK 0000795402)",
+  "ciks": [
+   "0000795402"
+  ],
+  "score": 11.072643
+ },
+ "how": "name:Contents Semiannual Report Templeton International Bond Fund (shared=3)",
+ "n_bytes": 4945649,
+ "verdict": "weak-match",
+ "class": "Class A",
+ "mean_rel_err": 0.8757,
+ "nav_check": {
+  "date": "2025-08-08",
+  "official": 9.77,
+  "local": 6.55,
+  "rel": 0.3296,
+  "ok": false
+ },
+ "periods": [
+  {
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+   "end": "2020-06-30",
+   "official": 0.12,
+   "local": 0,
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+   "ok": false,
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+  },
+  {
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+   "diff": -1.504,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2019-06-30",
+   "official": 0.61,
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+   "diff": 0.3205,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2018-06-30",
+   "official": 0.28,
+   "local": 0,
+   "diff": 0.28,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
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+   "local": 0,
+   "diff": 0.02,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2016-06-30",
+   "official": 0.13,
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+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2015-06-30",
+   "official": 0.45,
+   "local": 0,
+   "diff": 0.45,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/fidlx.json
+++ b/reports/xcheck_official/fidlx.json
@ -0,0 +1,88 @@
+{
+ "symbol": "fidlx",
+ "name": "Fidelity Advisor Series I - Fidelity Advisor Large Cap Fund",
+ "filing": {
+  "accession": "0000722574-25-000227",
+  "doc": "filing8969.htm",
+  "period_end": "2025-05-31",
+  "display": "FIDELITY ADVISOR SERIES I  (CIK 0000722574)",
+  "ciks": [
+   "0000722574"
+  ],
+  "score": 21.57109
+ },
+ "how": "name:SO-SANN-0725 Fidelity Advisor Large Cap Fund Semi-Annual Report May (shared=4)",
+ "n_bytes": 16040764,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.3802,
+ "nav_check": {
+  "date": "2020-11-30",
+  "official": 33.93,
+  "local": 33.93,
+  "rel": 0.0,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-05-31",
+   "official": 3.19,
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+   "diff": -2.764,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-11-30",
+   "official": 1.53,
+   "local": 2.619,
+   "diff": -1.089,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-11-30",
+   "official": 0.87,
+   "local": 1.242,
+   "diff": -0.372,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-11-30",
+   "official": 2.65,
+   "local": 4.551,
+   "diff": -1.901,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-11-30",
+   "official": 1.87,
+   "local": 3.054,
+   "diff": -1.184,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-11-30",
+   "official": 2.8,
+   "local": 11.007,
+   "diff": -8.207,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?",
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fijzx.json
+++ b/reports/xcheck_official/fijzx.json
@ -0,0 +1,76 @@
+{
+ "symbol": "fijzx",
+ "name": "Fidelity Advisor Series VII - Fidelity Advisor Consumer Discretionary Fund",
+ "filing": {
+  "accession": "0000315700-25-000127",
+  "doc": "filing9889.htm",
+  "period_end": "2025-07-31",
+  "display": "FIDELITY ADVISOR SERIES VII  (CIK 0000315700)",
+  "ciks": [
+   "0000315700"
+  ],
+  "score": 17.1229
+ },
+ "how": "name:Fidelity Advisor Biotechnology Fund Fidelity Advisor Consumer Discretionary Fund Fidelity Advisor Energy (shared=4)",
+ "n_bytes": 13326472,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.8581,
+ "nav_check": {
+  "date": "2021-07-30",
+  "official": 23.59,
+  "local": 50.099998,
+  "rel": 1.1238,
+  "ok": false
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-07-31",
+   "official": 0.42,
+   "local": 5.528,
+   "diff": -5.108,
+   "ok": false,
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+  },
+  {
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+   "official": 0.88,
+   "local": 0,
+   "diff": 0.88,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2023-07-31",
+   "official": 0.9,
+   "local": 2.704,
+   "diff": -1.804,
+   "ok": false,
+   "unbounded": false
+  },
+  {
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+   "end": "2022-07-31",
+   "official": 0.58,
+   "local": 6.256,
+   "diff": -5.676,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-07-31",
+   "official": 0.59,
+   "local": 3.066,
+   "diff": -2.476,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fikax.json
+++ b/reports/xcheck_official/fikax.json
@ -0,0 +1,76 @@
+{
+ "symbol": "fikax",
+ "name": "Fidelity Advisor Series VII - Fidelity Advisor Energy Fund",
+ "filing": {
+  "accession": "0000315700-25-000127",
+  "doc": "filing9889.htm",
+  "period_end": "2025-07-31",
+  "display": "FIDELITY ADVISOR SERIES VII  (CIK 0000315700)",
+  "ciks": [
+   "0000315700"
+  ],
+  "score": 17.12263
+ },
+ "how": "name:Fidelity Advisor Biotechnology Fund Fidelity Advisor Consumer Discretionary Fund Fidelity Advisor Energy (shared=3)",
+ "n_bytes": 13326472,
+ "verdict": "mismatch",
+ "class": "?",
+ "mean_rel_err": 0.1509,
+ "nav_check": {
+  "date": "2021-07-30",
+  "official": 23.59,
+  "local": 24.91,
+  "rel": 0.056,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-07-31",
+   "official": 0.42,
+   "local": 0.488,
+   "diff": -0.068,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-07-31",
+   "official": 0.88,
+   "local": 1.033,
+   "diff": -0.153,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-07-31",
+   "official": 0.9,
+   "local": 1.044,
+   "diff": -0.144,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-07-31",
+   "official": 0.58,
+   "local": 0.696,
+   "diff": -0.116,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-07-31",
+   "official": 0.59,
+   "local": 1.282,
+   "diff": -0.692,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fikhx.json
+++ b/reports/xcheck_official/fikhx.json
@ -0,0 +1,76 @@
+{
+ "symbol": "fikhx",
+ "name": "Fidelity Advisor Series VII - Fidelity Advisor Technology Fund",
+ "filing": {
+  "accession": "0000315700-25-000127",
+  "doc": "filing9889.htm",
+  "period_end": "2025-07-31",
+  "display": "FIDELITY ADVISOR SERIES VII  (CIK 0000315700)",
+  "ciks": [
+   "0000315700"
+  ],
+  "score": 17.063541
+ },
+ "how": "name:Fund Fidelity Advisor Semiconductors Fund Fidelity Advisor Technology Fund Fidelity Advisor Utilities (shared=3)",
+ "n_bytes": 13326472,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.8923,
+ "nav_check": {
+  "date": "2021-07-30",
+  "official": 23.59,
+  "local": 112.809998,
+  "rel": 3.7821,
+  "ok": false
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-07-31",
+   "official": 0.42,
+   "local": 19.917,
+   "diff": -19.497,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-07-31",
+   "official": 0.88,
+   "local": 8.288,
+   "diff": -7.408,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-07-31",
+   "official": 0.9,
+   "local": 4.628,
+   "diff": -3.728,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-07-31",
+   "official": 0.58,
+   "local": 25.834,
+   "diff": -25.254,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-07-31",
+   "official": 0.59,
+   "local": 27.733,
+   "diff": -27.143,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fikix.json
+++ b/reports/xcheck_official/fikix.json
@ -0,0 +1,76 @@
+{
+ "symbol": "fikix",
+ "name": "Fidelity Advisor Series VII - Fidelity Advisor Utilities Fund",
+ "filing": {
+  "accession": "0000315700-25-000127",
+  "doc": "filing9889.htm",
+  "period_end": "2025-07-31",
+  "display": "FIDELITY ADVISOR SERIES VII  (CIK 0000315700)",
+  "ciks": [
+   "0000315700"
+  ],
+  "score": 17.12263
+ },
+ "how": "name:Fund Fidelity Advisor Semiconductors Fund Fidelity Advisor Technology Fund Fidelity Advisor Utilities (shared=3)",
+ "n_bytes": 13326472,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.646,
+ "nav_check": {
+  "date": "2021-07-30",
+  "official": 23.59,
+  "local": 35.380001,
+  "rel": 0.4998,
+  "ok": false
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-07-31",
+   "official": 0.42,
+   "local": 4.231,
+   "diff": -3.811,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-07-31",
+   "official": 0.88,
+   "local": 1.888,
+   "diff": -1.008,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-07-31",
+   "official": 0.9,
+   "local": 3.093,
+   "diff": -2.193,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-07-31",
+   "official": 0.58,
+   "local": 1.903,
+   "diff": -1.323,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-07-31",
+   "official": 0.59,
+   "local": 4.389,
+   "diff": -3.799,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fikkx.json
+++ b/reports/xcheck_official/fikkx.json
@ -0,0 +1,81 @@
+{
+ "symbol": "fikkx",
+ "name": "Fidelity Advisor Series VII - Fidelity Advisor Global Real Estate Fund",
+ "filing": {
+  "accession": "0000315700-25-000021",
+  "doc": "filing8514.htm",
+  "period_end": "2025-01-31",
+  "display": "FIDELITY ADVISOR SERIES VII  (CIK 0000315700)",
+  "ciks": [
+   "0000315700"
+  ],
+  "score": 17.670238
+ },
+ "how": "ticker",
+ "n_bytes": 11877903,
+ "verdict": "ok",
+ "class": "?",
+ "mean_rel_err": 0.0155,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-01-31",
+   "official": 0.28,
+   "local": 0.296,
+   "diff": -0.016,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-07-31",
+   "official": 0.27,
+   "local": 0.271,
+   "diff": -0.001,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-07-31",
+   "official": 0.12,
+   "local": 0.118,
+   "diff": 0.002,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-07-31",
+   "official": 0.18,
+   "local": 0.177,
+   "diff": 0.003,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-07-31",
+   "official": 0.16,
+   "local": 0.156,
+   "diff": 0.004,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-07-31",
+   "official": 0.63,
+   "local": 1.298,
+   "diff": -0.668,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fiqqx.json
+++ b/reports/xcheck_official/fiqqx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fiqqx",
+ "name": "Fidelity Advisor Series VIII - Fidelity Advisor Global Equity Income Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/fiqyx.json
+++ b/reports/xcheck_official/fiqyx.json
@ -0,0 +1,74 @@
+{
+ "symbol": "fiqyx",
+ "name": "Fidelity School Street Trust - Fidelity Global Credit Fund",
+ "filing": {
+  "accession": "0000215829-25-000012",
+  "doc": "filing8414.htm",
+  "period_end": "2024-12-31",
+  "display": "FIDELITY SCHOOL STREET TRUST  (CIK 0000215829)",
+  "ciks": [
+   "0000215829"
+  ],
+  "score": 17.266653
+ },
+ "how": "name:Fidelity School Street Trust (shared=3)",
+ "n_bytes": 13087836,
+ "verdict": "ok",
+ "class": "?",
+ "mean_rel_err": 0.0232,
+ "nav_check": {
+  "date": "2020-12-31",
+  "official": 10.23,
+  "local": 10.04,
+  "rel": 0.0186,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2024-12-31",
+   "official": 0.397,
+   "local": 0.298,
+   "diff": 0.099,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-12-31",
+   "official": 0.293,
+   "local": 0.286,
+   "diff": 0.007,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-12-31",
+   "official": 0.518,
+   "local": 0.53,
+   "diff": -0.012,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-12-31",
+   "official": 0.302,
+   "local": 0.295,
+   "diff": 0.007,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-12-31",
+   "official": 0.673,
+   "local": 0.932,
+   "diff": -0.259,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/fklsx.json
+++ b/reports/xcheck_official/fklsx.json
@ -0,0 +1,83 @@
+{
+ "symbol": "fklsx",
+ "name": "Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund",
+ "filing": {
+  "accession": "0001193125-23-019820",
+  "doc": "d402347dncsrs.htm",
+  "period_end": "2022-11-30",
+  "display": "Franklin Alternative Strategies Funds  (CIK 0001535538)",
+  "ciks": [
+   "0001535538"
+  ],
+  "score": 3.945961
+ },
+ "how": "name:Contents Semiannual Report Franklin K2 Long Short Credit Fund (shared=4)",
+ "n_bytes": 8420428,
+ "verdict": "weak-match",
+ "class": "Class A",
+ "mean_rel_err": 0.7597,
+ "nav_check": {
+  "date": "2019-05-31",
+  "official": 10.45,
+  "local": 10.44,
+  "rel": 0.001,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2022-11-30",
+   "official": 0.2,
+   "local": 0,
+   "diff": 0.2,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-05-31",
+   "official": 0.37,
+   "local": 0.229,
+   "diff": 0.141,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-05-31",
+   "official": 0.27,
+   "local": 2.089,
+   "diff": -1.819,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-05-31",
+   "official": 0.29,
+   "local": 2.409,
+   "diff": -2.119,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2019-05-31",
+   "official": 0.4,
+   "local": 4.314,
+   "diff": -3.914,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2018-05-31",
+   "official": 0.36,
+   "local": 9.696,
+   "diff": -9.336,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": []
+}
--- a/reports/xcheck_official/fkmax.json
+++ b/reports/xcheck_official/fkmax.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fkmax",
+ "name": "Franklin Alternative Strategies Funds - K2 Global Macro Opportunities Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/fkmzx.json
+++ b/reports/xcheck_official/fkmzx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fkmzx",
+ "name": "Franklin Alternative Strategies Funds - K2 Global Macro Opportunities Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/flsrx.json
+++ b/reports/xcheck_official/flsrx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "flsrx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/fmil.json
+++ b/reports/xcheck_official/fmil.json
@ -0,0 +1,79 @@
+{
+ "symbol": "fmil",
+ "name": "Fidelity Fundamental Large Cap Core ETF",
+ "filing": {
+  "accession": "0000945908-26-000098",
+  "doc": "filing11210.htm",
+  "period_end": "2026-01-31",
+  "display": "FIDELITY COVINGTON TRUST  (CIK 0000945908)",
+  "ciks": [
+   "0000945908"
+  ],
+  "score": 25.989212
+ },
+ "how": "name:Fundamental Large Cap Growth ETF Fidelity Fundamental Large Cap Value ETF Fidelity (shared=4)",
+ "n_bytes": 9528857,
+ "verdict": "ok",
+ "class": "?",
+ "mean_rel_err": 0.0055,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2026-01-31",
+   "official": 0.34,
+   "local": 0.337,
+   "diff": 0.003,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2025-07-31",
+   "official": 0.46,
+   "local": 0.459,
+   "diff": 0.001,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-07-31",
+   "official": 0.25,
+   "local": 0.248,
+   "diff": 0.002,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-07-31",
+   "official": 0.4,
+   "local": 0.404,
+   "diff": -0.004,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-07-31",
+   "official": 0.53,
+   "local": 0.531,
+   "diff": -0.001,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-07-31",
+   "official": 0.37,
+   "local": 0.389,
+   "diff": -0.019,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fovl.json
+++ b/reports/xcheck_official/fovl.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fovl",
+ "name": "iShares Focused Value Factor ETF",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/fpnix.json
+++ b/reports/xcheck_official/fpnix.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fpnix",
+ "name": "FPA New Income - Institutional",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/frccx.json
+++ b/reports/xcheck_official/frccx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "frccx",
+ "name": "Delaware Group Equity Funds IV - Delaware Covered Call Strategy Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (4 tried)"
+}
--- a/reports/xcheck_official/fsmqx.json
+++ b/reports/xcheck_official/fsmqx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fsmqx",
+ "name": "Franklin Strategic Mortgage Portfolio Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (1 tried)"
+}
--- a/reports/xcheck_official/fzaax.json
+++ b/reports/xcheck_official/fzaax.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fzaax",
+ "name": "Fidelity Advisor Series I - Fidelity Advisor Balanced Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/fzadx.json
+++ b/reports/xcheck_official/fzadx.json
@ -0,0 +1,82 @@
+{
+ "symbol": "fzadx",
+ "name": "Fidelity Advisor Series I - Fidelity Advisor Dividend Growth Fund",
+ "filing": {
+  "accession": "0000722574-25-000227",
+  "doc": "filing8969.htm",
+  "period_end": "2025-05-31",
+  "display": "FIDELITY ADVISOR SERIES I  (CIK 0000722574)",
+  "ciks": [
+   "0000722574"
+  ],
+  "score": 21.565294
+ },
+ "how": "name:GO-SANN-0725 Fidelity Advisor Dividend Growth Fund Semi-Annual Report May (shared=4)",
+ "n_bytes": 16040764,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.3074,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-05-31",
+   "official": 1.92,
+   "local": 3.761,
+   "diff": -1.841,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-11-30",
+   "official": 0.65,
+   "local": 1.01,
+   "diff": -0.36,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-11-30",
+   "official": 1.62,
+   "local": 2.926,
+   "diff": -1.306,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-11-30",
+   "official": 1.4,
+   "local": 2.388,
+   "diff": -0.988,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-11-30",
+   "official": 0.3,
+   "local": 0.304,
+   "diff": -0.004,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-11-30",
+   "official": 0.84,
+   "local": 18.453,
+   "diff": -17.613,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?",
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fzagx.json
+++ b/reports/xcheck_official/fzagx.json
@ -0,0 +1,82 @@
+{
+ "symbol": "fzagx",
+ "name": "Fidelity Advisor Series I - Fidelity Advisor Equity Income Fund",
+ "filing": {
+  "accession": "0000722574-25-000227",
+  "doc": "filing8969.htm",
+  "period_end": "2025-05-31",
+  "display": "FIDELITY ADVISOR SERIES I  (CIK 0000722574)",
+  "ciks": [
+   "0000722574"
+  ],
+  "score": 21.565294
+ },
+ "how": "name:ADGF-SANN-0725 Fidelity Advisor Equity Income Fund Semi-Annual Report May (shared=4)",
+ "n_bytes": 16040764,
+ "verdict": "mismatch",
+ "class": "?",
+ "mean_rel_err": 0.288,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-05-31",
+   "official": 2.21,
+   "local": 3.965,
+   "diff": -1.755,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-11-30",
+   "official": 1.69,
+   "local": 2.489,
+   "diff": -0.799,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-11-30",
+   "official": 1.93,
+   "local": 3.102,
+   "diff": -1.172,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-11-30",
+   "official": 3.61,
+   "local": 6.527,
+   "diff": -2.917,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-11-30",
+   "official": 0.77,
+   "local": 0.775,
+   "diff": -0.005,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-11-30",
+   "official": 2.43,
+   "local": 29.457,
+   "diff": -27.027,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?",
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/fzakx.json
+++ b/reports/xcheck_official/fzakx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "fzakx",
+ "name": "Fidelity Advisor Series I - Fidelity Advisor Leveraged Company Stock Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/gaamx.json
+++ b/reports/xcheck_official/gaamx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "gaamx",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/gdeux.json
+++ b/reports/xcheck_official/gdeux.json
@ -0,0 +1,83 @@
+{
+ "symbol": "gdeux",
+ "name": "Goldman Sachs Trust -Goldman Sachs Enhanced Core Equity Fund",
+ "filing": {
+  "accession": "0001193125-25-103328",
+  "doc": "d217079dncsrs.htm",
+  "period_end": "2025-02-28",
+  "display": "GOLDMAN SACHS TRUST  (CIK 0000822977)",
+  "ciks": [
+   "0000822977"
+  ],
+  "score": 23.260307
+ },
+ "how": "ticker",
+ "n_bytes": 22774661,
+ "verdict": "mismatch",
+ "class": "Class R6 Shares",
+ "mean_rel_err": 0.247,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-02-28",
+   "official": 0.17,
+   "local": 0.174,
+   "diff": -0.004,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-08-31",
+   "official": 0.15,
+   "local": 0.146,
+   "diff": 0.004,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-08-31",
+   "official": 0.12,
+   "local": 0.119,
+   "diff": 0.001,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-08-31",
+   "official": 0.39,
+   "local": 0.732,
+   "diff": -0.342,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-08-31",
+   "official": 1.73,
+   "local": 3.365,
+   "diff": -1.635,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-08-31",
+   "official": 0.65,
+   "local": 14.774,
+   "diff": -14.124,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "Class A Shares",
+  "Institutional Shares",
+  "Investor Shares",
+  "Class R Shares",
+  "Class P Shares"
+ ]
+}
--- a/reports/xcheck_official/gfcux.json
+++ b/reports/xcheck_official/gfcux.json
@ -0,0 +1,91 @@
+{
+ "symbol": "gfcux",
+ "name": "Goldman Sachs Enhanced U.S. Equity R6",
+ "filing": {
+  "accession": "0001193125-25-264139",
+  "doc": "d860414dncsr.htm",
+  "period_end": "2025-08-31",
+  "display": "GOLDMAN SACHS TRUST  (CIK 0000822977)",
+  "ciks": [
+   "0000822977"
+  ],
+  "score": 21.525898
+ },
+ "how": "ticker",
+ "n_bytes": 34620199,
+ "verdict": "weak-match",
+ "class": "Institutional Shares",
+ "mean_rel_err": 0.4003,
+ "nav_check": {
+  "date": "2021-08-31",
+  "official": 40.01,
+  "local": 18.52,
+  "rel": 0.5371,
+  "ok": false
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-08-31",
+   "official": 4.25,
+   "local": 0.8808,
+   "diff": 3.3692,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-08-31",
+   "official": 0.23,
+   "local": 0.368,
+   "diff": -0.138,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-08-31",
+   "official": 2.16,
+   "local": 1.1771,
+   "diff": 0.9829,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-08-31",
+   "official": 3.42,
+   "local": 2.1521,
+   "diff": 1.2679,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-08-31",
+   "official": 1.15,
+   "local": 8.2534,
+   "diff": -7.1034,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "Class A Shares",
+  "Class C Shares",
+  "Institutional Shares",
+  "Investor Shares",
+  "Class R6 Shares",
+  "Class R Shares",
+  "Class P Shares",
+  "Class A Shares",
+  "Class C Shares",
+  "Service Shares",
+  "Investor Shares",
+  "Class R6 Shares",
+  "Class R Shares",
+  "Class P Shares",
+  "Class A Shares",
+  "Institutional Shares"
+ ]
+}
--- a/reports/xcheck_official/ggrux.json
+++ b/reports/xcheck_official/ggrux.json
@ -0,0 +1,78 @@
+{
+ "symbol": "ggrux",
+ "name": "Goldman Sachs Strategic Growth R6",
+ "filing": {
+  "accession": "0001193125-25-264139",
+  "doc": "d860414dncsr.htm",
+  "period_end": "2025-08-31",
+  "display": "GOLDMAN SACHS TRUST  (CIK 0000822977)",
+  "ciks": [
+   "0000822977"
+  ],
+  "score": 19.99786
+ },
+ "how": "ticker",
+ "n_bytes": 34620199,
+ "verdict": "weak-match",
+ "class": "Institutional Shares",
+ "mean_rel_err": 0.4978,
+ "nav_check": {
+  "date": "2021-08-31",
+  "official": 14.5,
+  "local": 14.46,
+  "rel": 0.0028,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-08-31",
+   "official": 0.91,
+   "local": 1.8122,
+   "diff": -0.9022,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-08-31",
+   "official": 0.5,
+   "local": 0.9923,
+   "diff": -0.4923,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-08-31",
+   "official": 0.98,
+   "local": 1.9537,
+   "diff": -0.9737,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-08-31",
+   "official": 1.51,
+   "local": 3.0136,
+   "diff": -1.5036,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-08-31",
+   "official": 1.77,
+   "local": 14.9753,
+   "diff": -13.2053,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "Investor Shares",
+  "Class R6 Shares",
+  "Class P Shares"
+ ]
+}
--- a/reports/xcheck_official/ghplx.json
+++ b/reports/xcheck_official/ghplx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "ghplx",
+ "name": "Fundvantage Trust - Gotham Hedged Plus Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/glgax.json
+++ b/reports/xcheck_official/glgax.json
@ -0,0 +1,79 @@
+{
+ "symbol": "glgax",
+ "name": "American Beacon Funds - American Beacon GLG Total Return Fund",
+ "filing": {
+  "accession": "0001193125-20-100342",
+  "doc": "d869203dncsr.htm",
+  "period_end": "2020-01-31",
+  "display": "AMERICAN BEACON FUNDS  (CIK 0000809593)",
+  "ciks": [
+   "0000809593"
+  ],
+  "score": 24.172703
+ },
+ "how": "ticker",
+ "n_bytes": 5783041,
+ "verdict": "weak-match",
+ "class": "?",
+ "mean_rel_err": 0.5533,
+ "nav_check": {
+  "date": "2017-01-31",
+  "official": 8.93,
+  "local": 10.66,
+  "rel": 0.1937,
+  "ok": true
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2020-01-31",
+   "official": 0.67,
+   "local": 0,
+   "diff": 0.67,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2019-01-31",
+   "official": 0.67,
+   "local": 0.636,
+   "diff": 0.034,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2018-01-31",
+   "official": 0.62,
+   "local": 0.137,
+   "diff": 0.483,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2017-01-31",
+   "official": 0.63,
+   "local": 0.107,
+   "diff": 0.523,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2016-01-31",
+   "official": 0.59,
+   "local": 0,
+   "diff": 0.59,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "?",
+  "?",
+  "?",
+  "?"
+ ]
+}
--- a/reports/xcheck_official/gmnix.json
+++ b/reports/xcheck_official/gmnix.json
@ -0,0 +1,6 @@
+{
+ "symbol": "gmnix",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (0 tried)"
+}
--- a/reports/xcheck_official/gndsx.json
+++ b/reports/xcheck_official/gndsx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "gndsx",
+ "name": "AIM Growth Series (Invesco Growth Series) - Invesco Income Advantage International Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/gopix.json
+++ b/reports/xcheck_official/gopix.json
@ -0,0 +1,6 @@
+{
+ "symbol": "gopix",
+ "name": "abrdn Funds - abrdn China A Share Equity Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/gseax.json
+++ b/reports/xcheck_official/gseax.json
@ -0,0 +1,6 @@
+{
+ "symbol": "gseax",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/gsoux.json
+++ b/reports/xcheck_official/gsoux.json
@ -0,0 +1,97 @@
+{
+ "symbol": "gsoux",
+ "name": "Goldman Sachs Trust - Goldman Sachs Government Income Fund",
+ "filing": {
+  "accession": "0001193125-25-306725",
+  "doc": "d10339dncsrs.htm",
+  "period_end": "2025-09-30",
+  "display": "GOLDMAN SACHS TRUST  (CIK 0000822977)",
+  "ciks": [
+   "0000822977"
+  ],
+  "score": 22.39064
+ },
+ "how": "ticker",
+ "n_bytes": 45892827,
+ "verdict": "mismatch",
+ "class": "Institutional Shares",
+ "mean_rel_err": 0.0984,
+ "nav_check": null,
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-09-30",
+   "official": 0.23,
+   "local": 0.227,
+   "diff": 0.003,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2025-03-31",
+   "official": 0.39,
+   "local": 0.385,
+   "diff": 0.005,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-03-31",
+   "official": 0.35,
+   "local": 0.351,
+   "diff": -0.001,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-03-31",
+   "official": 0.26,
+   "local": 0.263,
+   "diff": -0.003,
+   "ok": true,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-03-31",
+   "official": 0.38,
+   "local": 0.6,
+   "diff": -0.22,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-03-31",
+   "official": 0.2,
+   "local": 1.707,
+   "diff": -1.507,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "Class A Shares",
+  "Class C Shares",
+  "Service Shares",
+  "Investor Shares",
+  "Class R6 Shares",
+  "Class R Shares",
+  "Class P Shares",
+  "Class A Shares",
+  "Class C Shares",
+  "Institutional Shares",
+  "Investor Shares",
+  "Class R6 Shares",
+  "Class R Shares",
+  "Class P Shares",
+  "Class A Shares",
+  "Class C Shares",
+  "Institutional Shares",
+  "Investor Shares",
+  "Class R6 Shares"
+ ]
+}
--- a/reports/xcheck_official/gtorx.json
+++ b/reports/xcheck_official/gtorx.json
@ -0,0 +1,89 @@
+{
+ "symbol": "gtorx",
+ "name": "Goldman Sachs ETF Trust - Goldman Sachs Technology Opportunities ETF",
+ "filing": {
+  "accession": "0001193125-25-103328",
+  "doc": "d217079dncsrs.htm",
+  "period_end": "2025-02-28",
+  "display": "GOLDMAN SACHS TRUST  (CIK 0000822977)",
+  "ciks": [
+   "0000822977"
+  ],
+  "score": 23.260307
+ },
+ "how": "ticker",
+ "n_bytes": 22774661,
+ "verdict": "weak-match",
+ "class": "Institutional Shares",
+ "mean_rel_err": 0.9054,
+ "nav_check": {
+  "date": "2020-08-31",
+  "official": 15.8,
+  "local": 34.59,
+  "rel": 1.1892,
+  "ok": false
+ },
+ "periods": [
+  {
+   "period": "current",
+   "end": "2025-02-28",
+   "official": 0.17,
+   "local": 2.456,
+   "diff": -2.286,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2024-08-31",
+   "official": 0.14,
+   "local": 0,
+   "diff": 0.14,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2023-08-31",
+   "official": 0.11,
+   "local": 7.9715,
+   "diff": -7.8615,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2022-08-31",
+   "official": 0.39,
+   "local": 10.6061,
+   "diff": -10.2161,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2021-08-31",
+   "official": 1.74,
+   "local": 5.3075,
+   "diff": -3.5675,
+   "ok": false,
+   "unbounded": false
+  },
+  {
+   "period": "fy",
+   "end": "2020-08-31",
+   "official": 0.65,
+   "local": 12.476,
+   "diff": -11.826,
+   "ok": false,
+   "unbounded": true
+  }
+ ],
+ "other_classes": [
+  "Class A Shares",
+  "Investor Shares",
+  "Class R6 Shares",
+  "Class R Shares",
+  "Class P Shares"
+ ]
+}
--- a/reports/xcheck_official/gumnx.json
+++ b/reports/xcheck_official/gumnx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "gumnx",
+ "name": "New Age Alpha Funds Trust - NAA Market Neutral Real Estate Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (1 tried)"
+}
--- a/reports/xcheck_official/hafvx.json
+++ b/reports/xcheck_official/hafvx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "hafvx",
+ "name": "The Hartford Mutual Funds, Inc. - Hartford AARP Balanced Retirement Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (5 tried)"
+}
--- a/reports/xcheck_official/hdrw.json
+++ b/reports/xcheck_official/hdrw.json
@ -0,0 +1,6 @@
+{
+ "symbol": "hdrw",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/hgsd.json
+++ b/reports/xcheck_official/hgsd.json
@ -0,0 +1,6 @@
+{
+ "symbol": "hgsd",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/hlnax.json
+++ b/reports/xcheck_official/hlnax.json
@ -0,0 +1,6 @@
+{
+ "symbol": "hlnax",
+ "name": "?",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (5 tried)"
+}
--- a/reports/xcheck_official/hshrx.json
+++ b/reports/xcheck_official/hshrx.json
@ -0,0 +1,6 @@
+{
+ "symbol": "hshrx",
+ "name": "The Hartford Mutual Funds II, Inc - Hartford Schroders China A Fund",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/reports/xcheck_official/hsrt.json
+++ b/reports/xcheck_official/hsrt.json
@ -0,0 +1,6 @@
+{
+ "symbol": "hsrt",
+ "name": "Hartford AAA CLO ETF",
+ "verdict": "not-found",
+ "detail": "no candidate filing contained this fund (6 tried)"
+}
--- a/Show More
+++ b/Show More