30,249 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 |
|---|---|---|---|---|
| LSRYX | Emerald Small Cap Value Fund· FINANCIAL INVESTORS TRUST | Undecided | — | — |
| LSTB | — | Undecided | — | — |
| LTAOX | Principal LifeTime 2035 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTAPX | Principal LifeTime 2015 Fund· Principal Funds, Inc | Undecided | 18 | — |
| LTAX | Nomura Tax-Free USA ETF· Nomura ETF Trust | Undecided | 84 | — |
| LTAXX | — | Undecided | 1 | 100% |
| LTBYX | Invesco Rochester Limited Term New York Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 497 | — |
| LTCAX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTCC | — | Undecided | — | — |
| LTCCX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTCIX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTCQX | Thornburg California Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 208 | 1% |
| LTEQ | — | Undecided | — | — |
| LTFDX | Principal LifeTime 2055 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTFIX | Principal LifeTime 2055 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTFPX | Principal LifeTime 2055 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTFXX | — | Undecided | 72 | — |
| LTINX | Principal LifeTime 2015 Fund· Principal Funds, Inc | Undecided | 18 | — |
| LTIUX | Principal LifeTime 2035 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTMAX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMBX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMCX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMDX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMFX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMIX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMKX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMLX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMQX | Thornburg Limited Term Municipal Fund· THORNBURG INVESTMENT TRUST | Undecided | 810 | — |
| LTMRX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMSX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMTX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTMUX | MFS Lifetime 2045 Fund· MFS SERIES TRUST XII | Undecided | 28 | — |
| LTNCX | Invesco Rochester Limited Term New York Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 497 | — |
| LTNIX | Lord Abbett National Tax-Free Income Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 706 | 0% |
| LTNSX | Lord Abbett National Tax-Free Income Fund· LORD ABBETT MUNICIPAL INCOME FUND INC | Undecided | 706 | 0% |
| LTNYX | Invesco Rochester Limited Term New York Municipal Fund· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds) | Undecided | 497 | — |
| LTPDX | Principal LifeTime 2025 Fund· Principal Funds, Inc | Undecided | 18 | — |
| LTPEX | Principal LifeTime 2035 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTPFX | Principal LifeTime 2015 Fund· Principal Funds, Inc | Undecided | 18 | — |
| LTRDX | Principal LifeTime 2045 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTRIX | Principal LifeTime 2045 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTRVX | Principal LifeTime 2045 Fund· Principal Funds, Inc | Undecided | 19 | — |
| LTRXX | — | Undecided | 1 | 100% |
| LTSTX | Principal LifeTime 2025 Fund· Principal Funds, Inc | Undecided | 22 | — |
| LTTAX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTBX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTCX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTIX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTKX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTRX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTSX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTTX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTTUX | MFS Lifetime 2025 Fund· MFS SERIES TRUST XII | Undecided | 27 | — |
| LTVPX | Principal LifeTime 2025 Fund· Principal Funds, Inc | Undecided | 22 | — |
| LUIXX | — | Undecided | 1 | 100% |
| LULG | — | Undecided | — | — |
| LUMA | — | Undecided | — | — |
| LUNAX | Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| LUNC | — | Undecided | — | — |
| LUNL | — | Undecided | — | — |
| LUSA | — | Undecided | — | — |
| LUSIX | Lazard US Systematic Small Cap Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| LUSOX | Lazard US Systematic Small Cap Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| LVH | — | Undecided | — | — |
| LVIG | — | Undecided | — | — |
| LVLN | State Street(R) SPDR(R) S&P(R) Leveraged Loan ETF· SPDR SERIES TRUST | Undecided | 189 | 3% |
| LVRT | — | Undecided | — | — |
| LVSMX | SGI U.S. Small Cap Equity Fund· RBB Fund, Inc. | Undecided | — | — |
| LWLAX | Franklin Multi-Asset Defensive Growth Fund· Legg Mason Partners Investment Trust | Undecided | 19 | — |
| LWLX | — | Undecided | — | — |
| LWPXX | — | Undecided | 1 | — |
| LY | — | Undecided | — | — |
| LYGH | — | Undecided | — | — |
| LYTE | — | Undecided | — | — |
| LYTT | — | Undecided | — | — |
| LZIXX | — | Undecided | 52 | 45% |
| LZOXX | — | Undecided | 52 | 45% |
| LZRXX | — | Undecided | 52 | 45% |
| MAACX | Madison Aggressive Allocation Fund· MADISON FUNDS | Undecided | 18 | — |
| MAAFX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAAGX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAAHX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAALX | MFS Aggressive Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 16 | — |
| MAAY | GraniteShares YieldBOOST MARA ETF· GraniteShares ETF Trust | Undecided | 7 | 92% |
| MACBX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACFX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACIX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACJX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACKX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACNX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACQX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MACSX | Matthews Asian Growth and Income Fund· Matthews International Funds | Undecided | — | — |
| MACVX | MFS Conservative Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGC | Roundhill China Magnificent Seven ETF· Roundhill ETF Trust | Undecided | 17 | 66% |
| MAGEX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGJX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGLX | MassMutual Growth Opportunities Fund· MASSMUTUAL SELECT FUNDS | Undecided | — | — |
| MAGMX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGQX | MFS Growth Allocation Fund· MFS SERIES TRUST X | Undecided | 22 | — |
| MAGSX | Madison Aggressive Allocation Fund· MADISON FUNDS | Undecided | 18 | — |
30,249 funds · page 248 of 303