30,353 funds screened by look-through to their filed holdings
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.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
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 |
|---|---|---|---|---|
| MGPOX | Global Strategist Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 1,587 | 70% |
| MGPSX | MID-CAP GROWTH PROFUND· ProFunds | Non-compliant | 245 | 91% |
| MGQIX | Global Stars Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 39 | 100% |
| MGQLX | Global Stars Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 39 | 100% |
| MGQSX | Global Stars Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 39 | 100% |
| MGRAX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGRBX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGRCX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGRDX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGRFX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MGRPX | GROWTH PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 82% |
| MGRQX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGRRX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGRTX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGRVX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 90 | 95% |
| MGSEX | AMG Veritas Asia Pacific Fund· AMG Funds III | Non-compliant | 33 | 86% |
| MGSIX | MFS Government Securities Fund· MFS Series Trust XIII | Non-compliant | 800 | 90% |
| MGTCX | Transamerica Mid Cap Growth· TRANSAMERICA FUNDS | Non-compliant | 38 | 93% |
| MGTIX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MGTPX | Global Strategist Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 1,527 | 69% |
| MGTSX | Global Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 38 | 94% |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND· VANGUARD WORLD FUND | Non-compliant | 129 | 98% |
| MGVSX | MFS Government Securities Fund· MFS Series Trust XIII | Non-compliant | 800 | 90% |
| MGWRX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MGZZX | Global Insight Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 44 | 82% |
| MHCAX | NYLIM MacKay High Yield Corporate Bond Fund· NYLIM FUNDS | Non-compliant | 655 | 27% |
| MHHIX | NYLIM MacKay High Yield Corporate Bond Fund· NYLIM FUNDS | Non-compliant | 655 | 27% |
| MHHSX | NYLIM MacKay High Yield Corporate Bond Fund· NYLIM FUNDS | Non-compliant | 655 | 27% |
| MHIBX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHICX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHIG | Milliman Healthcare Inflation Guard ETF· Milliman Funds Trust | Non-compliant | 71 | 45% |
| MHIGX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHIHX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHIIX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHIJX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHIKX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHIP | Milliman Healthcare Inflation Plus ETF· Milliman Funds Trust | Non-compliant | 72 | 72% |
| MHITX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MHYRX | NYLIM MacKay High Yield Corporate Bond Fund· NYLIM FUNDS | Non-compliant | 655 | 27% |
| MHYSX | NYLIM MacKay High Yield Corporate Bond Fund· NYLIM FUNDS | Non-compliant | 655 | 27% |
| MHYTX | NYLIM MacKay High Yield Corporate Bond Fund· NYLIM FUNDS | Non-compliant | 655 | 27% |
| MHYWX | High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 103 | 25% |
| MHYZX | High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 103 | 25% |
| MIAAX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIABX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIACX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIAHX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIAIX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIAJX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIAKX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIALX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIAQX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| MIATX | MFS Inflation-Adjusted Bond Fund· MFS SERIES TRUST IX | Non-compliant | 128 | 96% |
| MIAVX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| MIAWX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| MIAYX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| MIAZX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| MIBDX | BNY Mellon Bond Fund· BNY MELLON FUNDS TRUST | Non-compliant | 271 | 76% |
| MIBLX | BNY Mellon Asset Allocation Fund· BNY MELLON FUNDS TRUST | Non-compliant | 579 | 60% |
| MICDX | Matthews China Dividend Fund· Matthews International Funds | Non-compliant | 42 | 70% |
| MICFX | Matthews China Fund· Matthews International Funds | Non-compliant | 55 | 86% |
| MICIX | Victory Trivalent International Fund - Core Equity· Victory Portfolios | Non-compliant | 210 | 90% |
| MICOX | Capital Group Municipal Income Completion Fund· Capital Group Completion Fund Series | Non-compliant | 80 | 7% |
| MICYX | Victory Trivalent International Fund - Core Equity· Victory Portfolios | Non-compliant | 210 | 90% |
| MID | American Century Mid Cap Growth Impact ETF· American Century ETF Trust | Non-compliant | 36 | 90% |
| MIDAX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MIDBX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MIDCX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MIDE | Xtrackers S&P MidCap 400 Scored & Screened ETF· DBX ETF Trust | Non-compliant | 280 | 85% |
| MIDGX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MIDJX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MIDKX | S&P MidCap Index Fund· SHELTON FUNDS | Non-compliant | 402 | 85% |
| MIDLX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MIDNX | Matthews India Fund· Matthews International Funds | Non-compliant | 76 | 98% |
| MIDRX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MIDSX | MIDAS DISCOVERY· Midas Series Trust | Non-compliant | 20 | 81% |
| MIDU | Direxion Daily Mid Cap Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 406 | 50% |
| MIEAX | MM S&P 500 Index Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 507 | 98% |
| MIEFX | Matthews Emerging Markets Equity Fund· Matthews International Funds | Non-compliant | 74 | 87% |
| MIEGX | BNY Mellon Emerging Markets Fund· BNY MELLON FUNDS TRUST | Non-compliant | 71 | 85% |
| MIEIX | MFS International Equity Fund· MFS Series Trust XVII | Non-compliant | 83 | 97% |
| MIEJX | MFS International Equity Fund· MFS Series Trust XVII | Non-compliant | 83 | 97% |
| MIEKX | MFS International Equity Fund· MFS Series Trust XVII | Non-compliant | 83 | 97% |
| MIEYX | MM S&P 500 Index Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 507 | 98% |
| MIFIX | Miller Intermediate Bond Fund· Miller Investment Trust | Non-compliant | 44 | 83% |
| MIG | VanEck Moody's Analytics IG Corporate Bond ETF· VanEck ETF Trust | Non-compliant | 365 | 75% |
| MIGAX | Corporate Bond Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 329 | 49% |
| MIGBX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIGDX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIGFX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIGHX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIGIX | Global Insight Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 44 | 82% |
| MIGKX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIGLX | Global Insight Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 44 | 82% |
| MIGMX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIGNX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIGO | MIG Core ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 49 | 62% |
| MIGPX | Global Insight Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 44 | 82% |
| MIHRX | MFS High Income Fund· MFS Series Trust III | Non-compliant | 375 | 34% |
| MIIAX | PRAXIS IMPACT BOND FUND· Praxis Mutual Funds | Non-compliant | 523 | 65% |
30,353 funds · page 109 of 304