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 |
|---|---|---|---|---|
| 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% |
| MSVDX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVEX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVIX | MetLife Small Company Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 78 | 75% |
| MSVMX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVOX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVVX | MetLife Small Company Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 78 | 75% |
| MSVYX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MSXAX | NYLIM S&P 500 Index Fund· NYLIM FUNDS TRUST | Non-compliant | 509 | 99% |
| MSXMX | NYLIM S&P 500 Index Fund· NYLIM FUNDS TRUST | Non-compliant | 509 | 99% |
| MSYDX | NYLIM MacKay Strategic Bond Fund· NYLIM FUNDS | Non-compliant | 725 | 38% |
| MSYEX | NYLIM MacKay Strategic Bond Fund· NYLIM FUNDS | Non-compliant | 725 | 38% |
| MSYIX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSYLX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSYPX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSYSX | Systematic High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 260 | 31% |
| MSYZX | Systematic High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 260 | 31% |
| MTBA | Simplify MBS ETF· Simplify Exchange Traded Funds | Non-compliant | 13 | 53% |
| MTCAX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTCBX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTCCX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTCGX | M Large Cap Growth Fund· M FUND INC | Non-compliant | 91 | 98% |
| MTCHX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTCIX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTCJX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTCKX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTCLX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTERX | MFS Technology Fund· MFS SERIES TRUST I | Non-compliant | 48 | 96% |
| MTGAX | Morgan Stanley Mortgage Securities Trust· MORGAN STANLEY MORTGAGE SECURITIES TRUST | Non-compliant | 666 | 53% |
| MTGCX | Morgan Stanley Mortgage Securities Trust· MORGAN STANLEY MORTGAGE SECURITIES TRUST | Non-compliant | 666 | 53% |
| MTGDX | Morgan Stanley Mortgage Securities Trust· MORGAN STANLEY MORTGAGE SECURITIES TRUST | Non-compliant | 666 | 53% |
| MTGP | WisdomTree Mortgage Plus Bond Fund· WisdomTree Trust | Non-compliant | 184 | 83% |
| MTINX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTISX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTMAX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 55% |
| MTMCX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 55% |
| MTMIX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 55% |
| MTMNX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 55% |
| MTMSX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 55% |
| MTODX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTOIX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTRA | Invesco International Growth Focus ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 54 | 90% |
| MTRAX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTRBX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTRCX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTRDX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 55% |
| MTRIX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTRRX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTUM | iShares MSCI USA Momentum Factor ETF· iShares Trust | Non-compliant | 129 | 99% |
| MUAIX | Ultra Short Income Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 235 | 20% |
| MUBFX | NYLIM WMC Value Fund· NYLIM FUNDS | Non-compliant | 66 | 98% |
| MUBWX | Unconstrained Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 210 | 28% |
| MUCAX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUCCX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUCRX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUCYX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUEAX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUECX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUERX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUESX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUETX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUEUX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUEVX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUHLX | Muhlenkamp Fund· Managed Portfolio Series | Non-compliant | 22 | 57% |
| MUIFX | Nationwide Fund· Nationwide Mutual Funds | Non-compliant | 54 | 100% |
| MUIGX | Nationwide BNY Mellon Dynamic U.S. Core Fund· Nationwide Mutual Funds | Non-compliant | 511 | 99% |
| MUIIX | Ultra Short Income Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 235 | 20% |
| MULL | GraniteShares 2x Long MU Daily ETF· GraniteShares ETF Trust | Non-compliant | 7 | 64% |
| MULSX | Ultra Short Income Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 235 | 20% |
| MUNDX | Mundoval Fund· MUNDOVAL FUNDS | Non-compliant | 37 | 95% |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 648 | 11% |
| MUOAX | US Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 99% |
| MUOCX | US Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 99% |
| MUOIX | US Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 99% |
| MUOSX | US Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 99% |
| MURRX | MFS Utilities Fund· MFS Series Trust VI | Non-compliant | 41 | 97% |
| MUSBX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUSEX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUSQ | MUSQ Global Music Industry ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 27 | 88% |
| MUTHX | Franklin Mutual Shares Fund· Franklin Mutual Series Funds | Non-compliant | 59 | 94% |
| MUXAX | Victory S&P 500 Index Fund· Victory Portfolios | Non-compliant | 509 | 99% |
| MUXRX | Victory S&P 500 Index Fund· Victory Portfolios | Non-compliant | 509 | 99% |
| MUXYX | Victory S&P 500 Index Fund· Victory Portfolios | Non-compliant | 509 | 99% |
| MUZ | Defiance Daily Target 2x Short Mu ETF· Tidal Trust II | Non-compliant | 6 | 27% |
| MVAL | VanEck Morningstar Wide Moat Value ETF· VanEck ETF Trust | Non-compliant | 46 | 93% |
| MVALX | Meridian Contrarian Fund· Meridian Fund Inc | Non-compliant | 79 | 68% |
30,379 funds · page 115 of 304