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
- 18,572
- Compliant
- 287
- Could not be decided
- 11,845
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 |
|---|---|---|---|---|
| NWJDX | Nationwide NYSE Arca Tech 100 Index Fund· Nationwide Mutual Funds | Non-compliant | 105 | 98% |
| NWJEX | Nationwide NYSE Arca Tech 100 Index Fund· Nationwide Mutual Funds | Non-compliant | 105 | 98% |
| NWJFX | Nationwide NYSE Arca Tech 100 Index Fund· Nationwide Mutual Funds | Non-compliant | 105 | 98% |
| NWJGX | Nationwide Loomis Core Bond Fund· Nationwide Mutual Funds | Non-compliant | 768 | 62% |
| NWJHX | Nationwide Loomis Core Bond Fund· Nationwide Mutual Funds | Non-compliant | 768 | 62% |
| NWJIX | Nationwide Loomis Core Bond Fund· Nationwide Mutual Funds | Non-compliant | 768 | 62% |
| NWJJX | Nationwide Loomis Core Bond Fund· Nationwide Mutual Funds | Non-compliant | 768 | 62% |
| NWJSX | Nationwide Loomis Short Term Bond Fund· Nationwide Mutual Funds | Non-compliant | 544 | 50% |
| NWJTX | Nationwide Loomis Short Term Bond Fund· Nationwide Mutual Funds | Non-compliant | 544 | 50% |
| NWJUX | Nationwide Loomis Short Term Bond Fund· Nationwide Mutual Funds | Non-compliant | 544 | 50% |
| NWJVX | Nationwide Loomis Short Term Bond Fund· Nationwide Mutual Funds | Non-compliant | 544 | 50% |
| NWKAX | Nationwide Geneva Mid Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 55 | 94% |
| NWKBX | Nationwide Geneva Small Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 56 | 95% |
| NWKCX | Nationwide Geneva Small Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 56 | 95% |
| NWKDX | Nationwide Geneva Small Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 56 | 95% |
| NWKEX | Nationwide Renaissance Small Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 50 | 89% |
| NWLG | Nuveen Winslow Large-Cap Growth ESG ETF· NuShares ETF Trust | Non-compliant | 42 | 100% |
| NWQAX | Nuveen Flexible Income Fund· Nuveen Investment Trust V | Non-compliant | 194 | 70% |
| NWQCX | Nuveen Flexible Income Fund· Nuveen Investment Trust V | Non-compliant | 194 | 70% |
| NWQFX | Nuveen Small/Mid Cap Value Fund· Nuveen Investment Trust | Non-compliant | 67 | 85% |
| NWQIX | Nuveen Flexible Income Fund· Nuveen Investment Trust V | Non-compliant | 194 | 70% |
| NWXEX | Nationwide Strategic Income Fund· Nationwide Mutual Funds | Non-compliant | 746 | 40% |
| NWXFX | Nationwide Strategic Income Fund· Nationwide Mutual Funds | Non-compliant | 746 | 40% |
| NWXGX | Nationwide Strategic Income Fund· Nationwide Mutual Funds | Non-compliant | 746 | 40% |
| NWXHX | Nationwide Strategic Income Fund· Nationwide Mutual Funds | Non-compliant | 746 | 40% |
| NWXNX | Nationwide Inflation-Protected Securities Fund· Nationwide Mutual Funds | Non-compliant | 52 | 90% |
| NWXOX | Nationwide Bond Index Fund· Nationwide Mutual Funds | Non-compliant | 2,106 | 88% |
| NWXPX | Nationwide International Index Fund· Nationwide Mutual Funds | Non-compliant | 693 | 96% |
| NWXQX | Nationwide Mid Cap Market Index Fund· Nationwide Mutual Funds | Non-compliant | 406 | 85% |
| NWXRX | Nationwide Small Cap Index Fund· Nationwide Mutual Funds | Non-compliant | 1,959 | 74% |
| NWXSX | Nationwide International Small Cap Fund· Nationwide Mutual Funds | Non-compliant | 254 | 77% |
| NWXUX | Nationwide International Small Cap Fund· Nationwide Mutual Funds | Non-compliant | 254 | 77% |
| NWXVX | Nationwide International Small Cap Fund· Nationwide Mutual Funds | Non-compliant | 254 | 77% |
| NWZLX | Nationwide Loomis All Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 37 | 99% |
| NWZMX | Nationwide Loomis All Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 37 | 99% |
| NWZNX | Nationwide Loomis All Cap Growth Fund· Nationwide Mutual Funds | Non-compliant | 37 | 99% |
| NXG | NXG NextGen Infrastructure Income Fund | Non-compliant | 76 | 94% |
| NXTE | AXS Green Alpha ETF· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 52 | 89% |
| NXTG | First Trust Indxx NextG ETF· First Trust Exchange-Traded Fund II | Non-compliant | 102 | 93% |
| NXTI | Simplify Next Intangible Core Index ETF· Simplify Exchange Traded Funds | Non-compliant | 202 | 98% |
| NXUS | Nuveen International Aggregate Bond ETF· NuShares ETF Trust | Non-compliant | 3,266 | 13% |
| NYVBX | Davis New York Venture Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 46 | 76% |
| NYVCX | Davis New York Venture Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 46 | 76% |
| NYVRX | Davis New York Venture Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 46 | 76% |
| NYVTX | Davis New York Venture Fund· DAVIS NEW YORK VENTURE FUND INC | Non-compliant | 46 | 76% |
| NZAC | State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 638 | 94% |
| NZUS | State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF· SPDR SERIES TRUST | Non-compliant | 146 | 98% |
| OACP | ONEASCENT CORE PLUS BOND ETF· Unified Series Trust | Non-compliant | 285 | 45% |
| OAEM | ONEASCENT EMERGING MARKETS ETF· Unified Series Trust | Non-compliant | 49 | 65% |
| OAFIX | Optimum Fixed Income Fund· Optimum Fund Trust | Non-compliant | 1,488 | 60% |
| OAIEX | Optimum International Fund· Optimum Fund Trust | Non-compliant | 636 | 89% |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF· Unified Series Trust | Non-compliant | 55 | 78% |
| OAKBX | Oakmark Equity and Income Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 265 | 78% |
| OAKCX | Oakmark Bond Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 155 | 57% |
| OAKEX | Oakmark International Small Cap Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 65 | 84% |
| OAKG | Oakmark Global Large Cap ETF· Harris Oakmark ETF Trust | Non-compliant | 52 | 91% |
| OAKGX | Oakmark Global Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 54 | 87% |
| OAKI | Oakmark International Large Cap ETF· Harris Oakmark ETF Trust | Non-compliant | 51 | 94% |
| OAKIX | Oakmark International Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 93% |
| OAKLX | Oakmark Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 25 | 88% |
| OAKM | Oakmark U.S. Large Cap ETF· Harris Oakmark ETF Trust | Non-compliant | 40 | 92% |
| OAKMX | Oakmark Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 86% |
| OAKWX | Oakmark Global Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 26 | 89% |
| OALC | ONEASCENT LARGE CAP CORE ETF· Unified Series Trust | Non-compliant | 206 | 97% |
| OALGX | Optimum Large Cap Growth Fund· Optimum Fund Trust | Non-compliant | 146 | 99% |
| OALVX | Optimum Large Cap Value Fund· Optimum Fund Trust | Non-compliant | 125 | 93% |
| OANBX | Oakmark Equity and Income Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 265 | 78% |
| OANCX | Oakmark Bond Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 155 | 57% |
| OANEX | Oakmark International Small Cap Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 65 | 84% |
| OANGX | Oakmark Global Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 54 | 87% |
| OANIX | Oakmark International Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 93% |
| OANLX | Oakmark Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 25 | 88% |
| OANMX | Oakmark Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 86% |
| OANWX | Oakmark Global Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 26 | 89% |
| OASC | OneAscent Enhanced Small and Mid Cap ETF· Unified Series Trust | Non-compliant | 151 | 89% |
| OASGX | Optimum Small-Mid Cap Growth Fund· Optimum Fund Trust | Non-compliant | 190 | 84% |
| OASVX | Optimum Small-Mid Cap Value Fund· Optimum Fund Trust | Non-compliant | 267 | 82% |
| OAYBX | Oakmark Equity and Income Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 265 | 78% |
| OAYCX | Oakmark Bond Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 155 | 57% |
| OAYEX | Oakmark International Small Cap Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 65 | 84% |
| OAYGX | Oakmark Global Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 54 | 87% |
| OAYIX | Oakmark International Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 93% |
| OAYLX | Oakmark Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 25 | 88% |
| OAYMX | Oakmark Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 86% |
| OAYWX | Oakmark Global Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 26 | 89% |
| OAZBX | Oakmark Equity and Income Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 265 | 78% |
| OAZCX | Oakmark Bond Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 155 | 57% |
| OAZEX | Oakmark International Small Cap Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 65 | 84% |
| OAZGX | Oakmark Global Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 54 | 87% |
| OAZIX | Oakmark International Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 93% |
| OAZLX | Oakmark Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 25 | 88% |
| OAZMX | Oakmark Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 62 | 86% |
| OAZWX | Oakmark Global Select Fund· HARRIS ASSOCIATES INVESTMENT TRUST | Non-compliant | 26 | 89% |
| OBCHX | Oberweis China Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 51 | 59% |
| OBDCX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,860 | 54% |
| OBEGX | Oberweis Global Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 57 | 83% |
| OBGIX | Oberweis Global Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 57 | 83% |
| OBIIX | Oberweis International Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 75 | 86% |
| OBIL | US Treasury 12 Month Bill ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| OBIOX | Oberweis International Opportunities Fund· OBERWEIS FUNDS | Non-compliant | 75 | 86% |
30,417 funds · page 123 of 305