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f/reports/xcheck_official/SUMMARY.md
Greg Pomerantz 1f5720d7db 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

269 lines
22 KiB
Markdown
Raw Blame History

# 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) |
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