30,379 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
- 30,379
- 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 |
|---|---|---|---|---|
| MDMIX | Madison Dividend Income Fund· MADISON FUNDS | Non-compliant | 38 | 98% |
| MDOAX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDOBX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDODX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDOEX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDPIX | MID-CAP PROFUND· ProFunds | Non-compliant | 410 | 31% |
| MDPL | Monarch Dividend Plus Index ETF· Northern Lights Fund Trust IV | Non-compliant | 30 | 93% |
| MDPSX | MID-CAP PROFUND· ProFunds | Non-compliant | 410 | 31% |
| MDSAX | Integrity Short Term Government Fund· INTEGRITY FUNDS | Non-compliant | 169 | 99% |
| MDSIX | Integrity Short Term Government Fund· INTEGRITY FUNDS | Non-compliant | 169 | 99% |
| MDVAX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDVNX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDVSX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDVWX | Disciplined Value Series· Manning & Napier Fund, Inc. | Non-compliant | 127 | 94% |
| MDVYX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDVZX | Disciplined Value Series· Manning & Napier Fund, Inc. | Non-compliant | 127 | 94% |
| MDY | State Street SPDR S&P MidCap 400SM ETF Trust· SPDR S&P MIDCAP 400 ETF TRUST | Non-compliant | 400 | 86% |
| MDYG | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF· SPDR SERIES TRUST | Non-compliant | 246 | 87% |
| MDYV | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF· SPDR SERIES TRUST | Non-compliant | 303 | 80% |
| MECAX | AMG GW&K International Small Cap Fund· AMG Funds III | Non-compliant | 73 | 68% |
| MECDX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECEX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECFX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECIX | AMG GW&K International Small Cap Fund· AMG Funds III | Non-compliant | 73 | 68% |
| MECVX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECZX | AMG GW&K International Small Cap Fund· AMG Funds III | Non-compliant | 74 | 70% |
| MEDI | Harbor Health Care ETF· Harbor ETF Trust | Non-compliant | 44 | 86% |
| MEDX | Horizon Kinetics Medical ETF· Listed Funds Trust | Non-compliant | 33 | 89% |
| MEFAX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFFX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFIX | ClearBridge Emerging Markets Fund· Legg Mason Global Asset Management Trust | Non-compliant | 62 | 88% |
| MEFNX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFOX | MEEHAN FOCUS FUND· Ultimus Managers Trust | Non-compliant | 26 | 95% |
| MEFYX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFZX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEGBX | MFS Growth Fund· MFS Series Trust II | Non-compliant | 70 | 98% |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Non-compliant | 73 | 84% |
| MEGIX | Growth Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 32 | 82% |
| MEGMX | Matthews Emerging Markets Equity Fund· Matthews International Funds | Non-compliant | 74 | 87% |
| MEGRX | MFS Growth Fund· MFS Series Trust II | Non-compliant | 70 | 98% |
| MEGTX | Growth Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 32 | 82% |
| MEIAX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEICX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEIGX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEIHX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEIIX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEIJX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEIKX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MELAX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MELIX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MELSX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MEM | Matthews Emerging Markets Equity Active ETF· Matthews International Funds | Non-compliant | 72 | 82% |
| MEMAX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 93 | 91% |
| MEMBX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMCX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEME | Roundhill Meme Stock ETF· Roundhill ETF Trust | Non-compliant | 23 | 74% |
| MEMEX | Emerging Markets Equity Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 82 | 95% |
| MEMFX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMGX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMHX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMIX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMJX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMKX | BNY Mellon Emerging Markets Fund· BNY MELLON FUNDS TRUST | Non-compliant | 68 | 79% |
| MEMLX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MEMNX | Emerging Markets Debt Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 342 | 7% |
| MEMQX | Mercer Emerging Markets Equity Fund· Mercer Funds | Non-compliant | 613 | 91% |
| MEMRX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 93 | 91% |
| MEMS | Matthews Emerging Markets Discovery Active ETF· Matthews International Funds | Non-compliant | 78 | 57% |
| MEMSX | Mercer Emerging Markets Equity Fund· Mercer Funds | Non-compliant | 613 | 91% |
| MEMVX | Mercer Emerging Markets Equity Fund· Mercer Funds | Non-compliant | 613 | 91% |
| MEMWX | Mercer Emerging Markets Equity Fund· Mercer Funds | Non-compliant | 613 | 91% |
| MEMX | Matthews Emerging Markets ex China Active ETF· Matthews International Funds | Non-compliant | 71 | 79% |
| MENAX | Madison Covered Call & Equity Income Fund· MADISON FUNDS | Non-compliant | 72 | 88% |
| MENCX | Madison Covered Call & Equity Income Fund· MADISON FUNDS | Non-compliant | 72 | 88% |
| MENIX | Madison Covered Call & Equity Income Fund· MADISON FUNDS | Non-compliant | 72 | 88% |
| MENRX | Madison Covered Call & Equity Income Fund· MADISON FUNDS | Non-compliant | 72 | 88% |
| MENYX | Madison Covered Call & Equity Income Fund· MADISON FUNDS | Non-compliant | 72 | 88% |
| MEQAX | International Value Fund· American Century World Mutual Funds, Inc. | Non-compliant | 158 | 96% |
| MEQFX | AMG River Road Large Cap Value Select Fund· AMG Funds I | Non-compliant | 33 | 89% |
| MEQRX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MERAX | Madison Mid Cap Fund· MADISON FUNDS | Non-compliant | 38 | 92% |
| MERDX | Meridian Growth Fund· Meridian Fund Inc | Non-compliant | 91 | 82% |
| MERFX | The Merger Fund· Merger Fund | Non-compliant | 563 | 56% |
| MERVX | The Merger Fund VL· Merger Fund VL | Non-compliant | 543 | 50% |
| METV | Roundhill Ball Metaverse ETF· Listed Funds Trust | Non-compliant | 41 | 80% |
| MEURX | Franklin Mutual International Value Fund· Franklin Mutual Series Funds | Non-compliant | 56 | 96% |
| MEYWX | Equity Series· Manning & Napier Fund, Inc. | Non-compliant | 39 | 95% |
| MFAAX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| MFACX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| MFAEX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| MFAFX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| MFAIX | International Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 95% |
| MFAPX | International Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 95% |
| MFBBX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MFBCX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MFBFX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MFBGX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MFBHX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MFBJX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MFBKX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
30,379 funds · page 107 of 304