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
- 18,522
- Compliant
- 274
- Could not be decided
- 11,857
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 |
|---|---|---|---|---|
| MSDNX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSDOX | Emerging Markets ex China Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 76 | 92% |
| MSDQX | Emerging Markets ex China Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 76 | 92% |
| MSDRX | Allspring Short Duration Government Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 90% |
| MSDUX | Emerging Markets ex China Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 76 | 92% |
| MSDWX | Mercer Short Duration Fixed Income Fund· Mercer Funds | Non-compliant | 710 | 53% |
| MSDYX | Mercer Short Duration Fixed Income Fund· Mercer Funds | Non-compliant | 710 | 53% |
| MSDZX | Mercer Short Duration Fixed Income Fund· Mercer Funds | Non-compliant | 710 | 53% |
| MSECX | INTERNATIONAL EQUITY PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 48 | 99% |
| MSEEX | Morgan Stanley Europe Opportunity Fund Inc. | Non-compliant | 25 | 96% |
| MSEFX | iMGP Global Select Fund· LITMAN GREGORY FUNDS TRUST | Non-compliant | 31 | 98% |
| MSEGX | GROWTH PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 82% |
| MSEIX | AMG Veritas Asia Pacific Fund· AMG Funds III | Non-compliant | 33 | 86% |
| MSELX | EMERGING MARKETS PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 95% |
| MSEPX | EMERGING MARKETS PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 95% |
| MSEQX | GROWTH PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 82% |
| MSERX | MassMutual Small Cap Growth Equity Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 258 | 80% |
| MSFAX | GLOBAL FRANCHISE PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 100% |
| MSFBX | GLOBAL FRANCHISE PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 100% |
| MSFFX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MSFHX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MSFJX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MSFKX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MSFLX | GLOBAL FRANCHISE PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 100% |
| MSFRX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MSFY | Kurv Yield Premium Strategy Microsoft (MSFT) ETF· Kurv ETF Trust | Non-compliant | 10 | 79% |
| MSGAX | Meridian Small Cap Growth Fund· Meridian Fund Inc | Non-compliant | 100 | 66% |
| MSGCX | Meridian Small Cap Growth Fund· Meridian Fund Inc | Non-compliant | 100 | 66% |
| MSGFX | GLOBAL FRANCHISE PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 100% |
| MSGGX | Meridian Small Cap Growth Fund· Meridian Fund Inc | Non-compliant | 100 | 66% |
| MSGLX | MassMutual Small Cap Growth Equity Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 258 | 80% |
| MSGNX | MassMutual Small Cap Growth Equity Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 258 | 80% |
| MSGQX | Global Stars Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 39 | 100% |
| MSGRX | Meridian Small Cap Growth Fund· Meridian Fund Inc | Non-compliant | 100 | 66% |
| MSGSX | MassMutual Small Cap Growth Equity Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 258 | 80% |
| MSGUX | GROWTH PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 82% |
| MSGZX | MassMutual Small Cap Growth Equity Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 258 | 80% |
| MSHAX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSHDX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSHIX | Systematic High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 260 | 32% |
| MSHLX | GROWTH PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 35 | 82% |
| MSHMX | Permanence Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 90% |
| MSHNX | Permanence Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 90% |
| MSHOX | Permanence Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 90% |
| MSHPX | Permanence Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 90% |
| MSHWX | Systematic High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 260 | 32% |
| MSHYX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSIAX | International Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 95% |
| MSIBX | Passport Overseas Equity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 92 | 93% |
| MSICX | NYLIM MacKay Strategic Bond Fund· NYLIM FUNDS | Non-compliant | 725 | 38% |
| MSILX | iMGP International Fund· LITMAN GREGORY FUNDS TRUST | Non-compliant | 65 | 97% |
| MSIPX | Morgan Stanley Income Opportunities Fund | Non-compliant | 391 | 34% |
| MSIQX | INTERNATIONAL EQUITY PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 48 | 99% |
| MSIWX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MSJCX | Global Endurance Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 31 | 74% |
| MSJIX | Global Endurance Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 31 | 74% |
| MSJSX | Global Endurance Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 31 | 74% |
| MSKLX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MSLC | Morgan Stanley Pathway Large Cap Equity ETF· MORGAN STANLEY PATHWAY FUNDS | Non-compliant | 1,008 | 95% |
| MSLLX | Passport Overseas Equity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 92 | 93% |
| MSMBX | Emerging Markets Equity Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 82 | 95% |
| MSMFX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MSMIX | NYLIM WMC Value Fund· NYLIM FUNDS | Non-compliant | 66 | 98% |
| MSML | iShares Morningstar Small-Cap ETF· iShares Trust | Non-compliant | 1,573 | 79% |
| MSMLX | Matthews Emerging Markets Small Companies Fund· Matthews International Funds | Non-compliant | 78 | 60% |
| MSMTX | Morgan Stanley Mortgage Securities Trust· MORGAN STANLEY MORTGAGE SECURITIES TRUST | Non-compliant | 666 | 53% |
| MSOAX | NYLIM WMC Enduring Capital Fund· NYLIM FUNDS | Non-compliant | 31 | 95% |
| MSOCX | International Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 40 | 94% |
| MSOIX | NYLIM WMC Enduring Capital Fund· NYLIM FUNDS | Non-compliant | 31 | 95% |
| MSOOX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MSOPX | Global Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 38 | 94% |
| MSOS | AdvisorShares Pure US Cannabis ETF· AdvisorShares Trust | Non-compliant | 61 | 46% |
| MSPIX | NYLIM S&P 500 Index Fund· NYLIM FUNDS TRUST | Non-compliant | 509 | 99% |
| MSPRX | Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 87% |
| MSPTX | Global Insight Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 44 | 82% |
| MSQLX | INTERNATIONAL EQUITY PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 48 | 99% |
| MSRRX | MFS Research Fund· MFS Series Trust V | Non-compliant | 99 | 96% |
| MSSCX | AMG Frontier Small Cap Growth Fund· AMG Funds I | Non-compliant | 124 | 73% |
| MSSGX | Inception Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 67 | 73% |
| MSSIX | Victory Trivalent International Small-Cap Fund· Victory Portfolios | Non-compliant | 238 | 83% |
| MSSLX | Inception Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 67 | 73% |
| MSSM | Morgan Stanley Pathway Small-Mid Cap Equity ETF· MORGAN STANLEY PATHWAY FUNDS | Non-compliant | 2,237 | 81% |
| MSSMX | Inception Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 67 | 73% |
| MSSOX | Global Strategist Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 1,587 | 70% |
| MSSVX | AMG Frontier Small Cap Growth Fund· AMG Funds I | Non-compliant | 124 | 73% |
| MSSYX | AMG Frontier Small Cap Growth Fund· AMG Funds I | Non-compliant | 124 | 74% |
| MST | Defiance Leveraged Long Plus Income MSTR ETF· Tidal Trust II | Non-compliant | 12 | 47% |
| MSTB | LHA Market State Tactical Beta ETF· ETF Series Solutions | Non-compliant | 6 | 9% |
| MSTBX | Morningstar Defensive Bond Fund· Morningstar Funds Trust | Non-compliant | 191 | 21% |
| MSTDX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSTFX | Morningstar International Equity Fund· Morningstar Funds Trust | Non-compliant | 519 | 88% |
| MSTGX | Morningstar Global Income Fund· Morningstar Funds Trust | Non-compliant | 585 | 41% |
| MSTI | Madison Short-Term Strategic Income ETF· Madison ETFs Trust | Non-compliant | 98 | 75% |
| MSTLX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSTMX | Morningstar Multisector Bond Fund· Morningstar Funds Trust | Non-compliant | 1,205 | 26% |
| MSTQ | LHA Market State Tactical Q ETF· ETF Series Solutions | Non-compliant | 6 | 12% |
| MSTQX | Morningstar U.S. Equity Fund· Morningstar Funds Trust | Non-compliant | 533 | 93% |
| MSTSX | Morningstar Global Opportunistic Equity Fund· Morningstar Funds Trust | Non-compliant | 305 | 34% |
| MSTX | Defiance Daily Target 2x Long MSTR ETF· Tidal Trust II | Non-compliant | 9 | 64% |
| MSTZX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
30,379 funds · page 114 of 304