30,394 funds screened by look-through to their filed holdings
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Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,394
- Reached a verdict
- 18,569
- Compliant
- 290
- Could not be decided
- 11,825
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| LSCRX | Loomis Sayles Small Cap Value Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 104 | 86% |
| LSCSX | Lord Abbett Short Duration Core Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 447 | 43% |
| LSCUX | Lord Abbett Short Duration Core Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 447 | 43% |
| LSDIX | Loomis Sayles Intermediate Duration Bond Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 636 | 49% |
| LSDNX | Loomis Sayles Intermediate Duration Bond Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 636 | 49% |
| LSDRX | Loomis Sayles Intermediate Duration Bond Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 636 | 49% |
| LSDTX | Loomis Sayles Intermediate Duration Bond Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 636 | 49% |
| LSEIX | Persimmon Long/Short Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 354 | 95% |
| LSFIX | Loomis Sayles Fixed Income Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 834 | 39% |
| LSFLX | Lord Abbett Focused Large Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 29 | 96% |
| LSGBX | Loomis Sayles Global Bond Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 329 | 30% |
| LSGGX | Loomis Sayles Global Growth Fund· Natixis Funds Trust II | Non-compliant | 41 | 97% |
| LSGLX | Loomis Sayles Global Bond Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 329 | 30% |
| LSGNX | Loomis Sayles Global Bond Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 329 | 30% |
| LSGR | Natixis Loomis Sayles Focused Growth ETF· Natixis ETF Trust II | Non-compliant | 22 | 95% |
| LSGRX | Loomis Sayles Growth Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 36 | 97% |
| LSGSX | Loomis Sayles Inflation Protected Securities Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 59 | 94% |
| LSHAX | Kinetics Spin-Off and Corporate Restructuring Fund· Kinetics Mutual Funds | Non-compliant | 36 | 90% |
| LSHCX | Kinetics Spin-Off and Corporate Restructuring Fund· Kinetics Mutual Funds | Non-compliant | 36 | 90% |
| LSHEX | Kinetics Spin-Off and Corporate Restructuring Fund· Kinetics Mutual Funds | Non-compliant | 36 | 90% |
| LSHIX | Loomis Sayles Institutional High Income Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 438 | 31% |
| LSHNX | Loomis Sayles High Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 352 | 30% |
| LSHUX | Kinetics Spin-Off and Corporate Restructuring Fund· Kinetics Mutual Funds | Non-compliant | 36 | 90% |
| LSIDX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,262 | 34% |
| LSIFX | ClearBridge Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 54 | 99% |
| LSIGX | Loomis Sayles Investment Grade Fixed Income Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 648 | 39% |
| LSIIX | Loomis Sayles Investment Grade Bond Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 1,086 | 44% |
| LSIOX | Loomis Sayles High Income Opportunities Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 408 | 31% |
| LSIRX | ClearBridge Mid Cap Fund· Legg Mason Partners Investment Trust | Non-compliant | 68 | 91% |
| LSITX | ClearBridge Large Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 45 | 87% |
| LSIUX | ClearBridge International Value Fund· Legg Mason Partners Investment Trust | Non-compliant | 68 | 88% |
| LSIZX | Columbia Strategic Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 1,262 | 34% |
| LSMIX | Loomis Sayles Small/Mid Cap Growth Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 82 | 89% |
| LSMNX | Loomis Sayles Small/Mid Cap Growth Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 82 | 89% |
| LSNGX | Loomis Sayles Global Growth Fund· Natixis Funds Trust II | Non-compliant | 41 | 97% |
| LSPAX | LoCorr Spectrum Income Fund· LoCorr Investment Trust | Non-compliant | 82 | 57% |
| LSPCX | LoCorr Spectrum Income Fund· LoCorr Investment Trust | Non-compliant | 82 | 57% |
| LSPIX | LoCorr Spectrum Income Fund· LoCorr Investment Trust | Non-compliant | 82 | 57% |
| LSRCX | Small-Cap Value Series· LORD ABBETT RESEARCH FUND INC | Non-compliant | 61 | 92% |
| LSSAX | Loomis Sayles Securitized Asset Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 680 | 69% |
| LSSCX | Loomis Sayles Small Cap Value Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 104 | 86% |
| LSSIX | Loomis Sayles Small Cap Growth Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 97 | 86% |
| LSSNX | Loomis Sayles Small Cap Growth Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 97 | 86% |
| LSSTX | Loomis Sayles Strategic Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 623 | 36% |
| LST | Leuthold Select Industries ETF· Managed Portfolio Series | Non-compliant | 120 | 82% |
| LSVAX | Loomis Sayles Small Cap Value Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 104 | 86% |
| LSVD | LSV Disciplined Value ETF· ADVISORS' INNER CIRCLE FUND | Non-compliant | 131 | 96% |
| LSVEX | LSV Value Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 150 | 93% |
| LSVFX | LSV Global Managed Volatility Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 145 | 89% |
| LSVGX | LSV Global Value Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 241 | 89% |
| LSVMX | LSV U.S. Managed Volatility Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 120 | 91% |
| LSVQX | LSV Small Cap Value Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 228 | 77% |
| LSVVX | LSV Conservative Value Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 196 | 95% |
| LSVZX | LSV Emerging Markets Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 297 | 77% |
| LSWWX | Loomis Sayles Global Allocation Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 485 | 74% |
| LSYAX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYCX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYFX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYIX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYNX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYQX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYSX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYTX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYUX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LTAGX | Lord Abbett International Growth Fund· LORD ABBETT TRUST I | Non-compliant | 80 | 92% |
| LTEBX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LTEFX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LTFOX | LORD ABBETT AFFILIATED FUND INC | Non-compliant | 68 | 95% |
| LTGRX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTPZ | PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 16 | 100% |
| LTRAX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRCX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRFX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRHX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRKX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTROX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRPX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRQX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRRX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRTX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRYX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTTI | FT Vest 20+ Year Treasury & Target Income ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 6 | 99% |
| LTUCX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUGX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUIX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUQX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTURX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUSX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTXCX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LTXFX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LUBAX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUBFX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUBIX | THRIVENT INCOME FUND· Thrivent Mutual Funds | Non-compliant | 585 | 61% |
| LUBOX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUBVX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUBWX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUBYX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUSNX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUTAX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
| LVAEX | LSV Value Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 150 | 93% |
30,394 funds · page 104 of 304