Greg Pomerantz
1f5720d7db
- 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).
22 KiB
22 KiB
Official-filing cross-check (SEC N-CSR/N-CSRS/10-K/10-Q)
Verdicts: ok = all bounded fiscal periods agree; mismatch = class matched but some period differs (review the year, then correct via overrides/); weak-match = best class fit too poor to trust (format/fund mismatch); not-found = fund not located in any candidate filing.
| 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) | ||
| 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) | ||
| 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) |