30,417 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
- 30,417
- Reached a verdict
- 18,571
- Compliant
- 288
- Could not be decided
- 11,846
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 |
|---|---|---|---|---|
| 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% |
| MIVL | MFS Active International Value ETF· MFS Active Exchange Traded Funds Trust | Non-compliant | 67 | 96% |
| 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 | 98 | 87% |
| 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 Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| MKVCX | MFS International Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| MKVDX | MFS International Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| MKVEX | MFS International Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| MKVFX | MFS International Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| MKVGX | MFS International Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| MKVHX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVIX | MFS International Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| 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 | 17 | 75% |
| MLDR | Global X Intermediate-Term Treasury Ladder ETF· GLOBAL X FUNDS | Non-compliant | 68 | 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 | 90% |
| MLOZX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLPA | Global X MLP ETF· GLOBAL X FUNDS | Non-compliant | 20 | 71% |
| MLPAX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 36% |
| MLPDX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 30 | 17% |
| MLPEX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 49 | 37% |
| MLPFX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 49 | 37% |
| MLPGX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 40% |
| MLPI | NEOS MLP & Energy Infrastructure High Income ETF· NEOS ETF Trust | Non-compliant | 28 | 80% |
| MLPIX | MID-CAP VALUE PROFUND· ProFunds | Non-compliant | 297 | 82% |
| MLPLX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 40% |
| MLPMX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 39% |
| MLPNX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 39% |
| MLPOX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 37% |
| MLPRX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 30 | 18% |
| MLPSX | MID-CAP VALUE PROFUND· ProFunds | Non-compliant | 297 | 82% |
| MLPTX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 49 | 37% |
| MLPX | Global X MLP and Energy Infrastructure ETF· GLOBAL X FUNDS | Non-compliant | 29 | 82% |
| MLPZX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 29 | 18% |
| MLRG | iShares Morningstar U.S. Equity ETF· iShares Trust | Non-compliant | 529 | 97% |
| MLRMX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLRRX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLRSX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLRTX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLVAX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVBX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVGX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVHX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVMX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVOX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVPX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVRX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVTX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLXAX | Catalyst Energy Infrastructure Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 20 | 91% |
| MLXCX | Catalyst Energy Infrastructure Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 20 | 87% |
| MLXIX | Catalyst Energy Infrastructure Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 20 | 91% |
| MMCAX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MMCBX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MMCDX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MMCFX | AMG Veritas China Fund· AMG Funds I | Non-compliant | 37 | 88% |
| MMCGX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MMCRX | Madison Mid Cap Fund· MADISON FUNDS | Non-compliant | 38 | 92% |
| MMEAX | Victory Integrity Discovery Fund· Victory Portfolios | Non-compliant | 135 | 81% |
| MMECX | Victory Integrity Discovery Fund· Victory Portfolios | Non-compliant | 135 | 81% |
| MMEFX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MMELX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MMERX | — | Non-compliant | 135 | 78% |
| MMEYX | Victory Integrity Discovery Fund· Victory Portfolios | Non-compliant | 135 | 81% |
| MMFFX | MM S&P 500 Index Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 507 | 98% |
30,417 funds · page 111 of 305