30,302 funds screened by look-through to their filed holdings
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.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
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 |
|---|---|---|---|---|
| RLIQX | Lazard International Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 96% |
| RLISX | Equity Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 250 | 92% |
| RLITX | Lazard International Strategic Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 62 | 96% |
| RLLGX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| RLNAX | International Developed Markets Fund· RUSSELL INVESTMENT CO | Non-compliant | 579 | 94% |
| RLNCX | International Developed Markets Fund· RUSSELL INVESTMENT CO | Non-compliant | 579 | 94% |
| RLSDX | Lazard US Short Duration Fixed Income Portfolio· LAZARD FUNDS INC | Non-compliant | 25 | 86% |
| RLSFX | RIVERPARK LONG/SHORT OPPORTUNITY FUND· RiverPark Funds Trust | Non-compliant | 82 | 92% |
| RLSIX | RIVERPARK LONG/SHORT OPPORTUNITY FUND· RiverPark Funds Trust | Non-compliant | 82 | 93% |
| RLSMX | Lazard US Small Cap Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 86% |
| RLTY | Cohen & Steers Real Estate Opportunities & Income Fund | Non-compliant | 247 | 89% |
| RLUEX | Lazard US Equity Concentrated Portfolio· LAZARD FUNDS INC | Non-compliant | 21 | 99% |
| RLUSX | Lazard US Equity Focus Portfolio· LAZARD FUNDS INC | Non-compliant | 31 | 95% |
| RLZFX | Lazard Equity Franchise Portfolio· LAZARD FUNDS INC | Non-compliant | 31 | 99% |
| RMAAX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMABX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMACX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMAEX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMAFX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMAGX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMAHX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMATX | Multi-Asset Strategy Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,272 | 73% |
| RMBBX | RMB Small Cap Fund· RMB Investors Trust | Non-compliant | 51 | 72% |
| RMBEX | American Funds Mortgage Fund | Non-compliant | 1,289 | 91% |
| RMBGX | RMB Fund· RMB Investors Trust | Non-compliant | 36 | 96% |
| RMBHX | RMB Fund· RMB Investors Trust | Non-compliant | 36 | 96% |
| RMBJX | RMB Fund· RMB Investors Trust | Non-compliant | 36 | 96% |
| RMBKX | RMB Mendon Financial Services Fund· RMB Investors Trust | Non-compliant | 49 | 91% |
| RMBLX | RMB Mendon Financial Services Fund· RMB Investors Trust | Non-compliant | 49 | 91% |
| RMBMX | RMB SMID Cap Fund· RMB Investors Trust | Non-compliant | 65 | 77% |
| RMBNX | RMB Mendon Financial Services Fund· RMB Investors Trust | Non-compliant | 49 | 91% |
| RMBQX | RMB Quality Intermediate Core Fund· RMB Investors Trust | Non-compliant | 160 | 97% |
| RMBTX | RMB International Fund· RMB Investors Trust | Non-compliant | 45 | 92% |
| RMBVX | RMB Quality Intermediate Tax-Exempt Municipal Fund· RMB Investors Trust | Non-compliant | 536 | 14% |
| RMCFX | Royce Micro-Cap Fund· ROYCE FUND | Non-compliant | 157 | 79% |
| RMDAX | Virtus Silvant Mid-Cap Growth Fund· Virtus Investment Trust | Non-compliant | 81 | 96% |
| RMDCX | Virtus Silvant Mid-Cap Growth Fund· Virtus Investment Trust | Non-compliant | 81 | 96% |
| RMDDX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 87% |
| RMDEX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 87% |
| RMDGX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| RMDHX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 87% |
| RMDJX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| RMDKX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| RMDLX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 86% |
| RMDMX | American Funds U.S. Small & Mid Cap Equity Fund | Non-compliant | 196 | 87% |
| RMDNX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDOX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDPX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDQX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDRX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDSX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDTX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDUX | American Funds Multi-Sector Income Fund | Non-compliant | 2,385 | 36% |
| RMDZX | Virtus Silvant Mid-Cap Growth Fund· Virtus Investment Trust | Non-compliant | 81 | 96% |
| RMEAX | Aspiriant Risk-Managed Equity Allocation Fund· Aspiriant Trust | Non-compliant | 144 | 25% |
| RMEBX | American Mutual Fund | Non-compliant | 146 | 94% |
| RMEIX | Aspiriant Risk-Managed Equity Allocation Fund· Aspiriant Trust | Non-compliant | 144 | 25% |
| RMFAX | American Mutual Fund | Non-compliant | 146 | 94% |
| RMFBX | American Mutual Fund | Non-compliant | 157 | 93% |
| RMFCX | American Mutual Fund | Non-compliant | 146 | 94% |
| RMFEX | American Mutual Fund | Non-compliant | 146 | 94% |
| RMFFX | American Mutual Fund | Non-compliant | 146 | 94% |
| RMFGX | American Mutual Fund | Non-compliant | 146 | 94% |
| RMFHX | American Mutual Fund | Non-compliant | 146 | 94% |
| RMGRX | Multi-Asset Strategy Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,272 | 73% |
| RMGSX | Multi-Asset Strategy Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,272 | 73% |
| RMGYX | Multi-Asset Strategy Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,272 | 73% |
| RMHAX | Long Duration Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 257 | 76% |
| RMHCX | Long Duration Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 257 | 76% |
| RMHRX | Long Duration Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 257 | 76% |
| RMHSX | Long Duration Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 257 | 76% |
| RMHTX | Long Duration Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 257 | 76% |
| RMHYX | Long Duration Bond Fund· RUSSELL INVESTMENT CO | Non-compliant | 257 | 76% |
| RMIRX | Multi-Strategy Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,290 | 67% |
| RMLPX | Recurrent MLP & Energy Infrastructure Fund· Two Roads Shared Trust | Non-compliant | 29 | 91% |
| RMMGX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| RMMTX | Emerging Markets Fund· RUSSELL INVESTMENT CO | Non-compliant | 554 | 87% |
| RMOCX | Victory RS Mid Cap Growth Fund· Victory Portfolios | Non-compliant | 82 | 88% |
| RMOMX | Victory RS Mid Cap Growth Fund· Victory Portfolios | Non-compliant | 82 | 88% |
| RMORX | Victory RS Mid Cap Growth Fund· Victory Portfolios | Non-compliant | 82 | 88% |
| RMOYX | Victory RS Mid Cap Growth Fund· Victory Portfolios | Non-compliant | 82 | 88% |
| RMQAX | Monthly Rebalance NASDAQ-100 2x Strategy Fund· Rydex Series Funds | Non-compliant | 113 | 92% |
| RMQCX | Monthly Rebalance NASDAQ-100 2x Strategy Fund· Rydex Series Funds | Non-compliant | 113 | 92% |
| RMQHX | Monthly Rebalance NASDAQ-100 2x Strategy Fund· Rydex Series Funds | Non-compliant | 113 | 92% |
| RMT | ROYCE MICRO-CAP TRUST, INC. | Non-compliant | 171 | 80% |
| RMVIX | RBC Microcap Value Fund· RBC Funds Trust | Non-compliant | 485 | 65% |
| RMVRX | RBC Emerging Markets Value Equity Fund· RBC Funds Trust | Non-compliant | 80 | 80% |
| RMYAX | Multi-Strategy Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,290 | 67% |
| RMYCX | Multi-Strategy Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,290 | 67% |
| RMYSX | Multi-Strategy Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,290 | 67% |
| RMYYX | Multi-Strategy Income Fund· RUSSELL INVESTMENT CO | Non-compliant | 1,290 | 67% |
| RNCIX | RiverNorth Core Opportunity Fund· RIVERNORTH FUNDS | Non-compliant | 43 | 20% |
| RND | First Trust Bloomberg R&D Leaders ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 50 | 99% |
| RNDLX | RiverNorth/DoubleLine Strategic Income Fund· RIVERNORTH FUNDS | Non-compliant | 1,315 | 37% |
| RNEBX | New World Fund Inc | Non-compliant | 637 | 85% |
| RNEM | Emerging Markets Equity Select ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 299 | 78% |
| RNGAX | New Economy Fund | Non-compliant | 176 | 89% |
| RNGBX | New Economy Fund | Non-compliant | 176 | 89% |
| RNGCX | New Economy Fund | Non-compliant | 176 | 89% |
| RNGEX | New Economy Fund | Non-compliant | 176 | 89% |
30,302 funds · page 145 of 304