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 |
|---|---|---|---|---|
| EMREX | JPMorgan Emerging Markets Research Enhanced Equity Fund· JPMorgan Trust IV | Non-compliant | 371 | 91% |
| EMRGX | Emerging Markets Equities Fund Inc | Non-compliant | 130 | 83% |
| EMRIX | Emerging Markets Fund· VanEck Funds | Non-compliant | 77 | 86% |
| EMRSX | JPMorgan Emerging Markets Research Enhanced Equity Fund· JPMorgan Trust IV | Non-compliant | 371 | 91% |
| EMRYX | Emerging Markets Fund· VanEck Funds | Non-compliant | 77 | 86% |
| EMRZX | Emerging Markets Fund· VanEck Funds | Non-compliant | 77 | 86% |
| EMSC | Sophus Capital Emerging Market Small Cap ETF· EA Series Trust | Non-compliant | 121 | 53% |
| EMSF | Matthews Emerging Markets Sustainable Future Active ETF· Matthews International Funds | Non-compliant | 58 | 83% |
| EMSLX | Shelton Emerging Markets Fund· SCM Trust | Non-compliant | 61 | 86% |
| EMSMX | Ashmore Emerging Markets Equity SMA Completion Fund· Ashmore Funds | Non-compliant | 35 | 68% |
| EMSQX | Shelton Emerging Markets Fund· SCM Trust | Non-compliant | 61 | 86% |
| EMTAX | Transamerica Emerging Markets Debt· TRANSAMERICA FUNDS | Non-compliant | 230 | 10% |
| EMTCX | Transamerica Emerging Markets Debt· TRANSAMERICA FUNDS | Non-compliant | 230 | 10% |
| EMTIX | Transamerica Emerging Markets Debt· TRANSAMERICA FUNDS | Non-compliant | 230 | 10% |
| EMTL | State Street(R) DoubleLine(R) Emerging Markets Fixed Income ETF· SSGA Active Trust | Non-compliant | 110 | 14% |
| EMWIX | The Diplomat Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 3 | 97% |
| EMWLX | Lord Abbett Emerging Markets Equity Fund· LORD ABBETT TRUST I | Non-compliant | 91 | 92% |
| EMXAX | Ashmore Emerging Markets Equity ex China Fund· Ashmore Funds | Non-compliant | 51 | 73% |
| EMXC | iShares MSCI Emerging Markets ex China ETF· iShares, Inc. | Non-compliant | 667 | 84% |
| EMXCX | Ashmore Emerging Markets Equity ex China Fund· Ashmore Funds | Non-compliant | 51 | 73% |
| EMXF | iShares ESG Advanced MSCI EM ETF· iShares Trust | Non-compliant | 584 | 84% |
| EMXIX | Ashmore Emerging Markets Equity ex China Fund· Ashmore Funds | Non-compliant | 51 | 73% |
| ENFR | Alerian Energy Infrastructure ETF· ALPS ETF TRUST | Non-compliant | 28 | 84% |
| ENHCX | Cullen Enhanced Equity Income Fund· Cullen Funds Trust | Non-compliant | 46 | 94% |
| ENHNX | Cullen Enhanced Equity Income Fund· Cullen Funds Trust | Non-compliant | 46 | 94% |
| ENHRX | Cullen Enhanced Equity Income Fund· Cullen Funds Trust | Non-compliant | 46 | 94% |
| ENIAX | SIIT OPPORTUNISTIC INCOME FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 871 | 10% |
| ENOR | iShares MSCI Norway ETF· iShares Trust | Non-compliant | 62 | 96% |
| ENPIX | ENERGY ULTRASECTOR PROFUND· ProFunds | Non-compliant | 30 | 80% |
| ENPSX | ENERGY ULTRASECTOR PROFUND· ProFunds | Non-compliant | 30 | 80% |
| ENTAX | ERSHARES GLOBAL ENTREPRENEURS· ENTREPRENEURSHARES SERIES TRUST | Non-compliant | 57 | 89% |
| ENTIX | ERSHARES GLOBAL ENTREPRENEURS· ENTREPRENEURSHARES SERIES TRUST | Non-compliant | 57 | 89% |
| ENTRX | ERSHARES GLOBAL ENTREPRENEURS· ENTREPRENEURSHARES SERIES TRUST | Non-compliant | 57 | 89% |
| ENZL | iShares MSCI New Zealand ETF· iShares Trust | Non-compliant | 29 | 68% |
| EOD | ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Non-compliant | 388 | 83% |
| EOI | Eaton Vance Enhanced Equity Income Fund | Non-compliant | 108 | 97% |
| EOS | Eaton Vance Enhanced Equity Income Fund II | Non-compliant | 88 | 98% |
| EPAI | Harbor AI Inflection Strategy ETF· Harbor ETF Trust | Non-compliant | 37 | 94% |
| EPASX | EP Emerging Markets Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 71 | 65% |
| EPBIX | EuroPac International Bond· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 76 | 6% |
| EPDIX | EuroPac International Dividend Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 75 | 88% |
| EPDPX | EuroPac International Dividend Income Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 75 | 88% |
| EPEIX | EP Emerging Markets Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 71 | 65% |
| EPEM | Harbor Emerging Markets Equity ETF· Harbor ETF Trust | Non-compliant | 42 | 92% |
| EPGAX | Fidelity Advisor Equity Growth Fund· Fidelity Advisor Series I | Non-compliant | 159 | 94% |
| EPGCX | Fidelity Advisor Equity Growth Fund· Fidelity Advisor Series I | Non-compliant | 159 | 94% |
| EPHE | iShares MSCI Philippines ETF· iShares Trust | Non-compliant | 38 | 14% |
| EPI | WisdomTree India Earnings Fund· WisdomTree Trust | Non-compliant | 571 | 94% |
| EPIBX | EuroPac International Bond· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 76 | 6% |
| EPIN | Harbor International Equity ETF· Harbor ETF Trust | Non-compliant | 61 | 96% |
| EPIVX | EuroPac International Value Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 45 | 86% |
| EPLCX | NYLIM Epoch U.S. Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 111 | 96% |
| EPLDX | NYLIM Epoch U.S. Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 111 | 96% |
| EPLIX | NYLIM Epoch U.S. Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 111 | 96% |
| EPLKX | NYLIM Epoch U.S. Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 111 | 96% |
| EPLMX | NYLIM Epoch U.S. Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 111 | 96% |
| EPLPX | NYLIM Epoch U.S. Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 111 | 96% |
| EPMB | Harbor Mid Cap Core ETF· Harbor ETF Trust | Non-compliant | 59 | 95% |
| EPMV | Harbor Mid Cap Value ETF· Harbor ETF Trust | Non-compliant | 60 | 98% |
| EPOL | iShares MSCI Poland ETF· iShares Trust | Non-compliant | 38 | 21% |
| EPP | iShares MSCI Pacific ex Japan ETF· iShares, Inc. | Non-compliant | 101 | 96% |
| EPS | WisdomTree U.S. LargeCap Fund· WisdomTree Trust | Non-compliant | 506 | 97% |
| EPSB | Harbor SMID Cap Core ETF· Harbor ETF Trust | Non-compliant | 58 | 91% |
| EPSIX | NYLIM Epoch Global Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 126 | 96% |
| EPSKX | NYLIM Epoch Global Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 126 | 97% |
| EPSPX | NYLIM Epoch Global Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 126 | 96% |
| EPSRX | NYLIM Epoch Global Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 126 | 96% |
| EPSV | Harbor SMID Cap Value ETF· Harbor ETF Trust | Non-compliant | 60 | 97% |
| EPSYX | NYLIM Epoch Global Equity Yield Fund· NYLIM FUNDS TRUST | Non-compliant | 126 | 96% |
| EPU | iShares MSCI Peru and Global Exposure ETF· iShares Trust | Non-compliant | 34 | 81% |
| EPVIX | EuroPac International Value Fund· INVESTMENT MANAGERS SERIES TRUST | Non-compliant | 45 | 86% |
| EQAL | Invesco Russell 1000 Equal Weight ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 992 | 79% |
| EQIAX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQICX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQIDX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQIIX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQIN | Columbia U.S. Equity Income ETF· Columbia ETF Trust I | Non-compliant | 102 | 99% |
| EQIRX | Allspring Emerging Markets Equity Advantage Fund· ALLSPRING FUNDS TRUST | Non-compliant | 101 | 88% |
| EQL | ALPS Equal Sector Weight ETF· ALPS ETF TRUST | Non-compliant | 510 | 51% |
| EQLT | iShares MSCI Emerging Markets Quality Factor ETF· iShares Trust | Non-compliant | 324 | 80% |
| EQNAX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNBX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNCX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNIX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNRX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNSX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNTX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNUX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQNVX | MFS Equity Income Fund· MFS SERIES TRUST VII | Non-compliant | 103 | 88% |
| EQPGX | Fidelity Advisor Equity Growth Fund· Fidelity Advisor Series I | Non-compliant | 159 | 94% |
| EQRR | ProShares Equities for Rising Rates ETF· ProShares Trust | Non-compliant | 54 | 97% |
| EQTIX | Shelton Equity Income Fund· SHELTON FUNDS | Non-compliant | 175 | 92% |
| EQTKX | Shelton Equity Income Fund· SHELTON FUNDS | Non-compliant | 175 | 92% |
| EQTY | KOVITZ CORE EQUITY ETF· Valued Advisers Trust | Non-compliant | 40 | 97% |
| EQWL | Invesco S&P 100 Equal Weight ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 102 | 100% |
| ERABX | Eaton Vance Total Return Bond Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 540 | 62% |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 57 | 83% |
| ERBAX | Eaton Vance Equity Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 245 | 84% |
| ERBIX | Eaton Vance Equity Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 245 | 84% |
| ERBXC | Eaton Vance Equity Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 245 | 84% |
30,302 funds · page 43 of 304