30,354 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 |
|---|---|---|---|---|
| MIIAX | PRAXIS IMPACT BOND FUND· Praxis Mutual Funds | Non-compliant | 523 | 65% |
| MIIBX | Madison High Quality Bond Fund· MADISON FUNDS | Non-compliant | 51 | 87% |
| MIIDX | BNY Mellon Intermediate Bond Fund· BNY MELLON FUNDS TRUST | Non-compliant | 101 | 81% |
| MIIIX | PRAXIS IMPACT BOND FUND· Praxis Mutual Funds | Non-compliant | 523 | 65% |
| MIINX | BNY Mellon International Fund· BNY MELLON FUNDS TRUST | Non-compliant | 77 | 92% |
| MIIRX | Madison High Quality Bond Fund· MADISON FUNDS | Non-compliant | 51 | 87% |
| MIISX | BNY Mellon Income Stock Fund· BNY MELLON FUNDS TRUST | Non-compliant | 60 | 90% |
| MIJFX | Matthews Japan Fund· Matthews International Funds | Non-compliant | 51 | 97% |
| MILK | Pacer US Cash Cows Bond Fund ETF· Pacer Funds Trust | Non-compliant | 103 | 53% |
| MILN | Global X Millennial Consumer ETF· GLOBAL X FUNDS | Non-compliant | 82 | 95% |
| MIMFX | AMG Veritas China Fund· AMG Funds I | Non-compliant | 37 | 88% |
| MIMPX | Global Strategist Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 1,527 | 69% |
| MIMSX | BNY Mellon Mid Cap Multi-Strategy Fund· BNY MELLON FUNDS TRUST | Non-compliant | 574 | 89% |
| MIN | ABERDEEN INTERMEDIATE INCOME FUND | Non-compliant | 230 | 57% |
| MINDX | Matthews India Fund· Matthews International Funds | Non-compliant | 76 | 98% |
| MINFX | MFS International Intrinsic Value Fund· MFS SERIES TRUST X | Non-compliant | 97 | 93% |
| MINGX | MFS International Intrinsic Value Fund· MFS SERIES TRUST X | Non-compliant | 97 | 93% |
| MINHX | MFS International Intrinsic Value Fund· MFS SERIES TRUST X | Non-compliant | 97 | 93% |
| MINIX | MFS International Intrinsic Value Fund· MFS SERIES TRUST X | Non-compliant | 97 | 93% |
| MINJX | MFS International Intrinsic Value Fund· MFS SERIES TRUST X | Non-compliant | 97 | 93% |
| MINO | PIMCO Municipal Income Opportunities Active Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 519 | 7% |
| MINRX | MFS International Intrinsic Value Fund· MFS SERIES TRUST X | Non-compliant | 97 | 93% |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 1,019 | 51% |
| MINVX | Madison Large Cap Fund· MADISON FUNDS | Non-compliant | 31 | 98% |
| MINY | YieldMax(R) Strategic Metals & Mining Portfolio Option Income ETF· Tidal Trust II | Non-compliant | 79 | 68% |
| MIOBX | MFS Income Fund· MFS Series Trust VIII | Non-compliant | 539 | 45% |
| MIOCX | MFS Income Fund· MFS Series Trust VIII | Non-compliant | 539 | 44% |
| MIOIX | International Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 40 | 94% |
| MIOLX | International Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 40 | 94% |
| MIOPX | International Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 40 | 94% |
| MIPIX | Matthews Asia Dividend Fund· Matthews International Funds | Non-compliant | 64 | 91% |
| MIPLX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MIPNX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MIPRX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MIPSX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MIPTX | Matthews Pacific Tiger Fund· Matthews International Funds | Non-compliant | 66 | 91% |
| MIPYX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MIPZX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MIQBX | INTERNATIONAL EQUITY PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 48 | 99% |
| MIQPX | INTERNATIONAL EQUITY PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 48 | 99% |
| MIRGX | MFS Massachusetts Investors Growth Stock Fund | Non-compliant | 55 | 97% |
| MIRSX | Victory Integrity Small/Mid-Cap Value Fund· Victory Portfolios | Non-compliant | 122 | 79% |
| MIRTX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MISAX | Victory Trivalent International Small-Cap Fund· Victory Portfolios | Non-compliant | 238 | 83% |
| MISCX | BNY Mellon Small Cap Multi-Strategy Fund· BNY MELLON FUNDS TRUST | Non-compliant | 153 | 85% |
| MISEX | MIDAS SPECIAL OPPORTUNITIES· Midas Series Trust | Non-compliant | 13 | 93% |
| MISFX | Matthews Emerging Markets Sustainable Future Fund· Matthews International Funds | Non-compliant | 58 | 85% |
| MISGX | Meridian Small Cap Growth Fund· Meridian Fund Inc | Non-compliant | 100 | 66% |
| MISIX | Victory Trivalent International Small-Cap Fund· Victory Portfolios | Non-compliant | 238 | 83% |
| MISL | First Trust Indxx Aerospace & Defense ETF· First Trust Exchange-Traded Fund | Non-compliant | 40 | 84% |
| MISMX | Matthews Emerging Markets Small Companies Fund· Matthews International Funds | Non-compliant | 78 | 60% |
| MITBX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MITCX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MITDX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MITGX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MITHX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MITIX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MITJX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MITTX | Massachusetts Investors Trust· MASSACHUSETTS INVESTORS TRUST | Non-compliant | 69 | 96% |
| MIVIX | Madison Large Cap Fund· MADISON FUNDS | Non-compliant | 31 | 98% |
| MIXAX | NYLIM Short Term Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 161 | 55% |
| MIXIX | NYLIM Short Term Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 161 | 55% |
| MIXMX | NYLIM Short Term Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 161 | 55% |
| MIXNX | NYLIM Short Term Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 161 | 55% |
| MJFOX | Matthews Japan Fund· Matthews International Funds | Non-compliant | 51 | 97% |
| MJSC | MUFG Japan Small Cap Active ETF· RBB Fund Trust | Non-compliant | 95 | 86% |
| MKHCX | NYLIM MacKay High Yield Corporate Bond Fund· NYLIM FUNDS | Non-compliant | 655 | 27% |
| MKOR | Matthews Korea Active ETF· Matthews International Funds | Non-compliant | 52 | 72% |
| MKTRX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MKVBX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVCX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVDX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVEX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVFX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVGX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVHX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVIX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MLAAX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLABX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLACX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLAIX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLCPX | MainGate MLP Fund· MainGate Trust | Non-compliant | 16 | 73% |
| MLDR | Global X Intermediate-Term Treasury Ladder ETF· GLOBAL X FUNDS | Non-compliant | 64 | 100% |
| MLGRX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLINX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLMAX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLMCX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLMIX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLMRX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MLMSX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLNAX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLNCX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLNIX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLNSX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLOAX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLOCX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLOFX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLOIX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLORX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 88% |
| MLOZX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
30,354 funds · page 110 of 304