30,379 funds screened by look-through to their filed holdings
Browse
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
- 30,379
- Reached a verdict
- 18,531
- Compliant
- 276
- Could not be decided
- 11,848
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 |
|---|---|---|---|---|
| LYRIX | LYRICAL U.S. VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 33 | 95% |
| LYRNX | LYRICAL INTERNATIONAL VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 30 | 91% |
| LYRWX | LYRICAL INTERNATIONAL VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 30 | 91% |
| LZCOX | Lazard US Small Cap Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 86% |
| LZEMX | Lazard Emerging Markets Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 89 | 85% |
| LZESX | Lazard International Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 96% |
| LZFIX | Lazard Equity Franchise Portfolio· LAZARD FUNDS INC | Non-compliant | 31 | 99% |
| LZFOX | Lazard Equity Franchise Portfolio· LAZARD FUNDS INC | Non-compliant | 31 | 99% |
| LZHOX | Lazard US High Yield Portfolio· LAZARD FUNDS INC | Non-compliant | 85 | 32% |
| LZHYX | Lazard US High Yield Portfolio· LAZARD FUNDS INC | Non-compliant | 85 | 32% |
| LZIEX | Lazard International Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 78 | 92% |
| LZIOX | Lazard International Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 78 | 92% |
| LZISX | Lazard Global Small Cap Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 73 | 91% |
| LZOEX | Lazard Emerging Markets Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 89 | 85% |
| LZSCX | Lazard US Small Cap Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 86% |
| LZSIX | Lazard International Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 96% |
| LZSMX | Lazard Global Small Cap Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 73 | 91% |
| LZUOX | Lazard US Equity Focus Portfolio· LAZARD FUNDS INC | Non-compliant | 31 | 95% |
| LZUSX | Lazard US Equity Focus Portfolio· LAZARD FUNDS INC | Non-compliant | 31 | 95% |
| MACEX | ClearBridge Emerging Markets Fund· Legg Mason Global Asset Management Trust | Non-compliant | 62 | 88% |
| MACGX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MADAX | Madison Dividend Income Fund· MADISON FUNDS | Non-compliant | 38 | 98% |
| MADE | iShares U.S. Manufacturing ETF· iShares Trust | Non-compliant | 115 | 89% |
| MADFX | Matrix Advisors Dividend Fund· Matrix Advisors Funds Trust | Non-compliant | 26 | 86% |
| MADRX | Madison Dividend Income Fund· MADISON FUNDS | Non-compliant | 38 | 98% |
| MADSX | Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 87% |
| MAFAX | Abbey Capital Multi-Asset Fund· RBB Fund, Inc. | Non-compliant | 599 | 29% |
| MAFCX | Abbey Capital Multi-Asset Fund· RBB Fund, Inc. | Non-compliant | 599 | 29% |
| MAFIX | Abbey Capital Multi-Asset Fund· RBB Fund, Inc. | Non-compliant | 599 | 29% |
| MAFRX | Victory Pioneer Multi-Asset Ultrashort Income Fund· Victory Portfolios IV | Non-compliant | 1,165 | 39% |
| MAGA | Point Bridge America First ETF· ETF Series Solutions | Non-compliant | 151 | 92% |
| MAGG | Madison Aggregate Bond ETF· Madison ETFs Trust | Non-compliant | 205 | 90% |
| MAGO | Tuttle Capital Magnificent 7 Income Blast ETF· ETF Opportunities Trust | Non-compliant | 30 | 77% |
| MAGS | Roundhill Magnificent Seven ETF· Listed Funds Trust | Non-compliant | 24 | 72% |
| MAGX | Roundhill Daily 2X Long Magnificent Seven ETF· Roundhill ETF Trust | Non-compliant | 6 | 47% |
| MAHIX | iMGP Low Duration Income Fund· LITMAN GREGORY FUNDS TRUST | Non-compliant | 866 | 21% |
| MAICX | Victory Trivalent International Fund - Core Equity· Victory Portfolios | Non-compliant | 210 | 90% |
| MAIHX | Passport Overseas Equity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 92 | 93% |
| MAIJX | Passport Overseas Equity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 92 | 93% |
| MAIMX | Victory Integrity Mid-Cap Value Fund· Victory Portfolios | Non-compliant | 119 | 89% |
| MAIPX | MAI MANAGED VOLATILITY FUND· FORUM FUNDS | Non-compliant | 116 | 76% |
| MAIRX | Victory Trivalent International Fund - Core Equity· Victory Portfolios | Non-compliant | 210 | 90% |
| MAISX | Victory Integrity Small/Mid-Cap Value Fund· Victory Portfolios | Non-compliant | 122 | 80% |
| MAKX | ProShares S&P Kensho Smart Factories ETF· ProShares Trust | Non-compliant | 24 | 88% |
| MAPAX | NYLIM WMC Value Fund· NYLIM FUNDS | Non-compliant | 66 | 98% |
| MAPBX | NYLIM WMC Value Fund· NYLIM FUNDS | Non-compliant | 66 | 98% |
| MAPIX | Matthews Asia Dividend Fund· Matthews International Funds | Non-compliant | 64 | 91% |
| MAPLX | Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 87% |
| MAPOX | Mairs & Power Balanced Fund· Trust for Professional Managers | Non-compliant | 244 | 81% |
| MAPPX | Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 87% |
| MAPTX | Matthews Pacific Tiger Fund· Matthews International Funds | Non-compliant | 66 | 91% |
| MARZ | TrueShares Structured Outcome (March) ETF· Elevation Series Trust | Non-compliant | 16 | 89% |
| MASAX | NYLIM MacKay Strategic Bond Fund· NYLIM FUNDS | Non-compliant | 725 | 38% |
| MASGX | Matthews Emerging Markets Sustainable Future Fund· Matthews International Funds | Non-compliant | 58 | 85% |
| MASMX | Madison Small Cap Fund· MADISON FUNDS | Non-compliant | 52 | 82% |
| MAUCX | Victory Pioneer Multi-Asset Ultrashort Income Fund· Victory Portfolios IV | Non-compliant | 1,165 | 39% |
| MAUKX | Victory Pioneer Multi-Asset Ultrashort Income Fund· Victory Portfolios IV | Non-compliant | 1,165 | 39% |
| MAVF | Matrix Advisors Value ETF· EA Series Trust | Non-compliant | 28 | 94% |
| MAYM | FT Vest U.S. Equity Max Buffer ETF - May· First Trust Exchange-Traded Fund VIII | Non-compliant | 7 | 99% |
| MAYP | PGIM S&P 500 Buffer 12 ETF - May· PGIM Rock ETF Trust | Non-compliant | 9 | 99% |
| MAYZ | TrueShares Structured Outcome (May) ETF· Elevation Series Trust | Non-compliant | 10 | 89% |
| MBAAX | Global Strategist Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 1,587 | 70% |
| MBACX | NYLIM Balanced Fund· NYLIM FUNDS TRUST | Non-compliant | 251 | 78% |
| MBAIX | NYLIM Balanced Fund· NYLIM FUNDS TRUST | Non-compliant | 251 | 78% |
| MBB | iShares MBS ETF· iShares Trust | Non-compliant | 11,211 | 93% |
| MBBB | VanEck Moody's Analytics BBB Corporate Bond ETF· VanEck ETF Trust | Non-compliant | 155 | 69% |
| MBCE | Monarch Blue Chips Core ETF· Northern Lights Fund Trust IV | Non-compliant | 24 | 100% |
| MBCGX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MBCLX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MBCNX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MBCSX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MBCYX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MBCZX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MBDBX | Emerging Markets Debt Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 342 | 7% |
| MBDFX | AMG GW&K Core Bond ESG Fund· AMG Funds I | Non-compliant | 154 | 72% |
| MBDIX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MBDLX | AMG GW&K Core Bond ESG Fund· AMG Funds I | Non-compliant | 154 | 72% |
| MBEQX | M International Equity Fund· M FUND INC | Non-compliant | 1,778 | 63% |
| MBERX | NYLIM Balanced Fund· NYLIM FUNDS TRUST | Non-compliant | 251 | 78% |
| MBGFX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MBGVX | AMG GW&K Core Bond ESG Fund· AMG Funds I | Non-compliant | 154 | 72% |
| MBINX | NYLIM Balanced Fund· NYLIM FUNDS TRUST | Non-compliant | 251 | 78% |
| MBIRX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| MBNAX | NYLIM Balanced Fund· NYLIM FUNDS TRUST | Non-compliant | 251 | 78% |
| MBNBX | NYLIM Balanced Fund· NYLIM FUNDS TRUST | Non-compliant | 251 | 78% |
| MBOAX | Madison Core Bond Fund· MADISON FUNDS | Non-compliant | 386 | 86% |
| MBOIX | Madison Core Bond Fund· MADISON FUNDS | Non-compliant | 386 | 86% |
| MBORX | Madison Core Bond Fund· MADISON FUNDS | Non-compliant | 386 | 86% |
| MBOVX | M Large Cap Value Fund· M FUND INC | Non-compliant | 221 | 95% |
| MBOX | Freedom Day Dividend ETF· EA Series Trust | Non-compliant | 44 | 84% |
| MBOYX | Madison Core Bond Fund· MADISON FUNDS | Non-compliant | 386 | 86% |
| MBRRX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MBS | Angel Oak Mortgage-Backed Securities ETF· Angel Oak | Non-compliant | 130 | 36% |
| MBSAX | Multisector Bond SMA Completion Portfolio· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 268 | 39% |
| MBSD | FlexShares Disciplined Duration MBS Index Fund· FlexShares Trust | Non-compliant | 484 | 100% |
| MBSF | REGAN FLOATING RATE MBS ETF· Valued Advisers Trust | Non-compliant | 429 | 100% |
| MBSX | Regan Fixed Rate MBS ETF· Advisor Managed Portfolios | Non-compliant | 88 | 99% |
| MBXAX | Catalyst/Millburn Hedge Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 6,563 | 38% |
| MBXCX | Catalyst/Millburn Hedge Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 6,563 | 38% |
| MBXFX | Catalyst/Millburn Hedge Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 6,563 | 38% |
30,379 funds · page 105 of 304