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
- 18,540
- Compliant
- 276
- Could not be decided
- 11,839
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 |
|---|---|---|---|---|
| MMUCX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MMUFX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MMUGX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MMUHX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MMUIX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MMUJX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MMUKX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MMZMX | MassMutual Blue Chip Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 86 | 98% |
| MNA | NYLIM Merger Arbitrage ETF· NYLIM ETF Trust | Non-compliant | 78 | 77% |
| MNBAX | Pro-Blend Extended Term Series· Manning & Napier Fund, Inc. | Non-compliant | 206 | 80% |
| MNBD | ALPS | BBH Intermediate Municipal Bond ETF· ALPS ETF TRUST | Non-compliant | 190 | 7% |
| MNBIX | Pro-Blend Extended Term Series· Manning & Napier Fund, Inc. | Non-compliant | 206 | 80% |
| MNBRX | Pro-Blend Extended Term Series· Manning & Napier Fund, Inc. | Non-compliant | 206 | 80% |
| MNBWX | Pro-Blend Extended Term Series· Manning & Napier Fund, Inc. | Non-compliant | 206 | 80% |
| MNCCX | Pro-Blend Conservative Term Series· Manning & Napier Fund, Inc. | Non-compliant | 233 | 67% |
| MNCDX | Mercer Non-US Core Equity Fund· Mercer Funds | Non-compliant | 1,054 | 95% |
| MNCEX | Mercer Non-US Core Equity Fund· Mercer Funds | Non-compliant | 1,054 | 95% |
| MNCIX | Pro-Blend Conservative Term Series· Manning & Napier Fund, Inc. | Non-compliant | 233 | 67% |
| MNCPX | Unconstrained Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 210 | 28% |
| MNCRX | Pro-Blend Conservative Term Series· Manning & Napier Fund, Inc. | Non-compliant | 233 | 67% |
| MNCSX | Mercer Non-US Core Equity Fund· Mercer Funds | Non-compliant | 1,054 | 95% |
| MNCWX | Pro-Blend Conservative Term Series· Manning & Napier Fund, Inc. | Non-compliant | 233 | 67% |
| MNCYX | Mercer Non-US Core Equity Fund· Mercer Funds | Non-compliant | 1,054 | 95% |
| MNDAX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDBX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDCX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDFX | Disciplined Value Series· Manning & Napier Fund, Inc. | Non-compliant | 127 | 94% |
| MNDGX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDHX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDIX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDJX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDKX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDRX | MFS New Discovery Fund· MFS SERIES TRUST I | Non-compliant | 119 | 77% |
| MNDWX | Diversified Tax Exempt Series· Manning & Napier Fund, Inc. | Non-compliant | 119 | 6% |
| MNECX | Pro-Blend Extended Term Series· Manning & Napier Fund, Inc. | Non-compliant | 206 | 80% |
| MNHAX | High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 103 | 25% |
| MNHCX | Pro-Blend Maximum Term Series· Manning & Napier Fund, Inc. | Non-compliant | 124 | 96% |
| MNHIX | Pro-Blend Maximum Term Series· Manning & Napier Fund, Inc. | Non-compliant | 124 | 96% |
| MNHRX | Pro-Blend Maximum Term Series· Manning & Napier Fund, Inc. | Non-compliant | 124 | 96% |
| MNHWX | Pro-Blend Maximum Term Series· Manning & Napier Fund, Inc. | Non-compliant | 124 | 96% |
| MNHYX | High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 103 | 25% |
| MNMCX | Pro-Blend Moderate Term Series· Manning & Napier Fund, Inc. | Non-compliant | 215 | 73% |
| MNMIX | Pro-Blend Moderate Term Series· Manning & Napier Fund, Inc. | Non-compliant | 215 | 73% |
| MNMRX | Pro-Blend Moderate Term Series· Manning & Napier Fund, Inc. | Non-compliant | 215 | 73% |
| MNMWX | Pro-Blend Moderate Term Series· Manning & Napier Fund, Inc. | Non-compliant | 215 | 73% |
| MNNAX | Victory Multi-Cap Fund· Victory Portfolios | Non-compliant | 124 | 97% |
| MNNCX | Victory Multi-Cap Fund· Victory Portfolios | Non-compliant | 124 | 97% |
| MNNYX | Victory Multi-Cap Fund· Victory Portfolios | Non-compliant | 124 | 97% |
| MNOPX | International Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 40 | 94% |
| MNOSX | Overseas Series· Manning & Napier Fund, Inc. | Non-compliant | 34 | 95% |
| MNOZX | Overseas Series· Manning & Napier Fund, Inc. | Non-compliant | 34 | 95% |
| MNRBX | Manor Bond Fund· MANOR INVESTMENT FUNDS INC | Non-compliant | 8 | 97% |
| MNRGX | Manor Growth Fund· MANOR INVESTMENT FUNDS INC | Non-compliant | 25 | 98% |
| MNRMX | Manor Fund· MANOR INVESTMENT FUNDS INC | Non-compliant | 30 | 96% |
| MNRS | Grayscale Bitcoin Miners ETF· Grayscale Funds Trust | Non-compliant | 25 | 66% |
| MNSGX | Allspring Short Duration Government Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 90% |
| MNVAX | Madison Large Cap Fund· MADISON FUNDS | Non-compliant | 31 | 98% |
| MNVRX | Madison Large Cap Fund· MADISON FUNDS | Non-compliant | 31 | 98% |
| MNVT | Moonvest ETF· EA Series Trust | Non-compliant | 22 | 74% |
| MNZL | Manzil Russell Halal USA Broad Market ETF· EA Series Trust | Non-compliant | 489 | 98% |
| MOAT | VanEck Morningstar Wide Moat ETF· VanEck ETF Trust | Non-compliant | 56 | 97% |
| MODL | VictoryShares WestEnd US Sector ETF· Victory Portfolios II | Non-compliant | 367 | 99% |
| MOFAX | Mercer Opportunistic Fixed Income Fund· Mercer Funds | Non-compliant | 2,806 | 22% |
| MOFIX | Mercer Opportunistic Fixed Income Fund· Mercer Funds | Non-compliant | 2,806 | 22% |
| MOFTX | Mercer Opportunistic Fixed Income Fund· Mercer Funds | Non-compliant | 2,806 | 22% |
| MOFYX | Mercer Opportunistic Fixed Income Fund· Mercer Funds | Non-compliant | 2,806 | 22% |
| MOGLX | Gabelli Media Mogul Fund· Gabelli Innovations Trust | Non-compliant | 10 | 98% |
| MOINX | NYLIM WMC Small Companies Fund· NYLIM FUNDS TRUST | Non-compliant | 140 | 86% |
| MOJAX | DF Tactical Momentum Fund· Northern Lights Fund Trust | Non-compliant | 52 | 96% |
| MOJCX | DF Tactical Momentum Fund· Northern Lights Fund Trust | Non-compliant | 52 | 96% |
| MOJOX | DF Tactical Momentum Fund· Northern Lights Fund Trust | Non-compliant | 52 | 96% |
| MONTX | Monetta Fund· MONETTA TRUST | Non-compliant | 58 | 92% |
| MOO | VanEck Agribusiness ETF· VanEck ETF Trust | Non-compliant | 50 | 92% |
| MOORX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MOPAX | NYLIM WMC Small Companies Fund· NYLIM FUNDS TRUST | Non-compliant | 140 | 86% |
| MOPBX | NYLIM WMC Enduring Capital Fund· NYLIM FUNDS | Non-compliant | 31 | 95% |
| MOPCX | NYLIM WMC Small Companies Fund· NYLIM FUNDS TRUST | Non-compliant | 140 | 86% |
| MOPIX | NYLIM WMC Small Companies Fund· NYLIM FUNDS TRUST | Non-compliant | 140 | 86% |
| MORGX | Morgan Stanley Mortgage Securities Trust· MORGAN STANLEY MORTGAGE SECURITIES TRUST | Non-compliant | 666 | 53% |
| MORT | VanEck Mortgage REIT Income ETF· VanEck ETF Trust | Non-compliant | 26 | 45% |
| MOSAX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MOSFX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MOSLX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MOSNX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MOSSX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MOSYX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MOSZX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MOTG | VanEck Morningstar Global Wide Moat ETF· VanEck ETF Trust | Non-compliant | 73 | 88% |
| MOTI | VanEck Morningstar International Moat ETF· VanEck ETF Trust | Non-compliant | 47 | 87% |
| MOTO | Guinness Atkinson Smart Transportation & Technology ETF· GUINNESS ATKINSON FUNDS | Non-compliant | 38 | 55% |
| MOWIX | Moerus Worldwide Fund· Northern Lights Fund Trust IV | Non-compliant | 43 | 86% |
| MOWNX | Moerus Worldwide Fund· Northern Lights Fund Trust IV | Non-compliant | 43 | 86% |
| MPAIX | Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 87% |
| MPBAX | Global Strategist Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 1,587 | 70% |
| MPBFX | BNY Mellon Bond Fund· BNY MELLON FUNDS TRUST | Non-compliant | 271 | 76% |
| MPBLX | BNY Mellon Asset Allocation Fund· BNY MELLON FUNDS TRUST | Non-compliant | 579 | 60% |
| MPEGX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MPEMX | Mondrian Emerging Markets Value Equity Fund· GALLERY TRUST | Non-compliant | 61 | 79% |
| MPFDX | Corporate Bond Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 329 | 49% |
| MPGFX | Mairs & Power Fund· Trust for Professional Managers | Non-compliant | 48 | 97% |
30,379 funds · page 112 of 304