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
- 18,588
- Compliant
- 282
- Could not be decided
- 11,829
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 |
|---|---|---|---|---|
| NCZ-PA | Virtus Convertible & Income Fund II | Non-compliant | 211 | 64% |
| NDGAX | Neuberger Berman Dividend Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 59 | 94% |
| NDGCX | Neuberger Berman Dividend Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 59 | 94% |
| NDGIX | Neuberger Berman Dividend Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 59 | 94% |
| NDIA | Global X India Active ETF· GLOBAL X FUNDS | Non-compliant | 30 | 100% |
| NDOW | Anydrus Advantage ETF· Collaborative Investment Series Trust | Non-compliant | 87 | 55% |
| NDVAX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVBX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVCX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVG | Nuveen Dividend Growth ETF· NuShares ETF Trust | Non-compliant | 43 | 100% |
| NDVIX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVRX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVSX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVTX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVUX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDVVX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 146 | 79% |
| NDXKX | Nasdaq-100 Index Fund· SHELTON FUNDS | Non-compliant | 98 | 95% |
| NEAGX | Needham Aggressive Growth Fund· Needham Funds Inc | Non-compliant | 114 | 90% |
| NEAIX | Needham Aggressive Growth Fund· Needham Funds Inc | Non-compliant | 114 | 90% |
| NEAMX | Neiman Large Cap Value Fund· NEIMAN FUNDS | Non-compliant | 34 | 94% |
| NEAR | iShares Short Duration Bond Active ETF· iShares U.S. ETF Trust | Non-compliant | 1,872 | 52% |
| NECCX | Natixis U.S. Equity Opportunities Fund· Natixis Funds Trust I | Non-compliant | 74 | 93% |
| NECLX | Loomis Sayles Limited Term Government and Agency Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 252 | 95% |
| NECOX | Natixis Oakmark Fund· Natixis Funds Trust II | Non-compliant | 59 | 87% |
| NECRX | Loomis Sayles Core Plus Bond Fund· Natixis Funds Trust I | Non-compliant | 795 | 72% |
| NECZX | Loomis Sayles Strategic Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 623 | 36% |
| NEEGX | Needham Growth Fund· Needham Funds Inc | Non-compliant | 79 | 94% |
| NEEIX | Needham Growth Fund· Needham Funds Inc | Non-compliant | 79 | 94% |
| NEFFX | New Economy Fund | Non-compliant | 176 | 89% |
| NEFHX | Loomis Sayles High Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 352 | 30% |
| NEFJX | Vaughan Nelson Small Cap Fund· Natixis Funds Trust I | Non-compliant | 67 | 83% |
| NEFLX | Loomis Sayles Limited Term Government and Agency Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 252 | 95% |
| NEFOX | Natixis Oakmark Fund· Natixis Funds Trust II | Non-compliant | 59 | 87% |
| NEFRX | Loomis Sayles Core Plus Bond Fund· Natixis Funds Trust I | Non-compliant | 795 | 72% |
| NEFSX | Natixis U.S. Equity Opportunities Fund· Natixis Funds Trust I | Non-compliant | 74 | 93% |
| NEFZX | Loomis Sayles Strategic Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 623 | 36% |
| NEHCX | Loomis Sayles High Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 352 | 30% |
| NEHTX | Loomis Sayles High Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 352 | 30% |
| NEHYX | Loomis Sayles High Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 352 | 30% |
| NEIAX | Columbia Large Cap Index Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 506 | 98% |
| NEIMX | Neiman Large Cap Value Fund· NEIMAN FUNDS | Non-compliant | 34 | 94% |
| NEJCX | Vaughan Nelson Small Cap Fund· Natixis Funds Trust I | Non-compliant | 67 | 83% |
| NEJTX | Vaughan Nelson Small Cap Fund· Natixis Funds Trust I | Non-compliant | 67 | 83% |
| NEJYX | Vaughan Nelson Small Cap Fund· Natixis Funds Trust I | Non-compliant | 67 | 83% |
| NELYX | Loomis Sayles Limited Term Government and Agency Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 252 | 95% |
| NEMAX | Neuberger Emerging Markets Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 48 | 66% |
| NEMCX | Neuberger Emerging Markets Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 48 | 66% |
| NEMDX | Nuveen Emerging Markets Debt Managed Accounts Portfolio· Nuveen Managed Accounts Portfolio Trust | Non-compliant | 124 | 14% |
| NEMIX | Neuberger Emerging Markets Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 48 | 66% |
| NEMRX | Neuberger Emerging Markets Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 48 | 66% |
| NEOYX | Natixis Oakmark Fund· Natixis Funds Trust II | Non-compliant | 59 | 87% |
| NEQAX | Neuberger Berman U.S. Equity Impact Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 45 | 92% |
| NEQCX | Neuberger Berman U.S. Equity Impact Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 45 | 92% |
| NEQIX | Neuberger Berman U.S. Equity Impact Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 45 | 92% |
| NERD | Roundhill Video Games ETF· Listed Funds Trust | Non-compliant | 41 | 74% |
| NERNX | Loomis Sayles Core Plus Bond Fund· Natixis Funds Trust I | Non-compliant | 795 | 72% |
| NERYX | Loomis Sayles Core Plus Bond Fund· Natixis Funds Trust I | Non-compliant | 795 | 72% |
| NESGX | Needham Small Cap Growth Fund· Needham Funds Inc | Non-compliant | 70 | 89% |
| NESIX | Needham Small Cap Growth Fund· Needham Funds Inc | Non-compliant | 70 | 89% |
| NESNX | Natixis U.S. Equity Opportunities Fund· Natixis Funds Trust I | Non-compliant | 74 | 93% |
| NESYX | Natixis U.S. Equity Opportunities Fund· Natixis Funds Trust I | Non-compliant | 74 | 93% |
| NETL | Colterpoint Net Lease Real Estate ETF· ETF Series Solutions | Non-compliant | 23 | 47% |
| NETZ | TCW Transform Systems ETF· TCW ETF Trust | Non-compliant | 31 | 83% |
| NEWCX | New World Fund Inc | Non-compliant | 637 | 86% |
| NEWFX | New World Fund Inc | Non-compliant | 637 | 86% |
| NEWZ | StockSnips AI-Powered Sentiment US All Cap ETF· EA Series Trust | Non-compliant | 31 | 82% |
| NEXIX | Shelton Sustainable Equity Fund· SHELTON FUNDS | Non-compliant | 45 | 95% |
| NEXTX | Shelton Sustainable Equity Fund· SHELTON FUNDS | Non-compliant | 45 | 95% |
| NEZAX | Loomis Sayles Strategic Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 623 | 36% |
| NEZNX | Loomis Sayles Strategic Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 623 | 36% |
| NEZYX | Loomis Sayles Strategic Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 623 | 36% |
| NFAAX | Neuberger Focus Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 58 | 91% |
| NFACX | Neuberger Focus Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 58 | 91% |
| NFALX | Neuberger Focus Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 58 | 91% |
| NFEAX | Columbia Large Cap Growth Opportunity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 54 | 97% |
| NFEDX | Columbia Large Cap Growth Opportunity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 54 | 97% |
| NFEPX | Columbia Large Cap Growth Opportunity Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 54 | 97% |
| NFFCX | Nuveen Floating Rate Income Fund· Nuveen Investment Trust III | Non-compliant | 466 | 13% |
| NFFFX | New World Fund Inc | Non-compliant | 637 | 86% |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | Non-compliant | 170 | 90% |
| NFJEX | Virtus NFJ Dividend Value Fund· Virtus Investment Trust | Non-compliant | 59 | 92% |
| NFLT | Virtus Newfleet Multi-Sector Bond ETF· ETFis Series Trust I | Non-compliant | 1,101 | 35% |
| NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund· FlexShares Trust | Non-compliant | 223 | 91% |
| NFRAX | Nuveen Floating Rate Income Fund· Nuveen Investment Trust III | Non-compliant | 466 | 13% |
| NFRFX | Nuveen Floating Rate Income Fund· Nuveen Investment Trust III | Non-compliant | 466 | 13% |
| NFRIX | Nuveen Floating Rate Income Fund· Nuveen Investment Trust III | Non-compliant | 466 | 13% |
| NFRX | Harrison Street Infrastructure Active ETF· 2023 ETF Series Trust | Non-compliant | 34 | 56% |
| NFTY | First Trust India NIFTY 50 Equal Weight ETF· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 50 | 94% |
| NGCAX | Columbia Greater China Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 59 | 92% |
| NGDAX | Neuberger Large Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 79 | 87% |
| NGDCX | Neuberger Large Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 79 | 87% |
| NGDLX | Neuberger Large Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 79 | 87% |
| NGDRX | Neuberger Large Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 79 | 87% |
| NGHT | Nicholas Bitcoin and Treasuries Afterdark ETF· Tidal Trust II | Non-compliant | 3 | 97% |
| NGIF | Nuveen Global Infrastructure Fund· Nuveen Investment Funds, Inc. | Non-compliant | 68 | 96% |
| NGISX | Nationwide BNY Mellon Dynamic U.S. Core Fund· Nationwide Mutual Funds | Non-compliant | 511 | 99% |
| NGJAX | Nuveen Global Real Estate Securities Fund· Nuveen Investment Trust V | Non-compliant | 107 | 90% |
| NGJCX | Nuveen Global Real Estate Securities Fund· Nuveen Investment Trust V | Non-compliant | 107 | 90% |
| NGJFX | Nuveen Global Real Estate Securities Fund· Nuveen Investment Trust V | Non-compliant | 107 | 90% |
| NGJIX | Nuveen Global Real Estate Securities Fund· Nuveen Investment Trust V | Non-compliant | 107 | 90% |
30,417 funds · page 119 of 305