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 |
|---|---|---|---|---|
| HGORX | THE HARTFORD GROWTH OPPORTUNITIES FUND· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 56 | 96% |
| HGOSX | THE HARTFORD GROWTH OPPORTUNITIES FUND· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 52 | 98% |
| HGOTX | THE HARTFORD GROWTH OPPORTUNITIES FUND· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 52 | 98% |
| HGOVX | THE HARTFORD GROWTH OPPORTUNITIES FUND· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 56 | 96% |
| HGOYX | THE HARTFORD GROWTH OPPORTUNITIES FUND· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 56 | 97% |
| HGRO | Hedgeye Quality Growth ETF· ETF Opportunities Trust | Non-compliant | 47 | 84% |
| HGXAX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 71 | 93% |
| HGXCX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 72 | 91% |
| HGXFX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 71 | 93% |
| HGXIX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 71 | 93% |
| HGXRX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 71 | 93% |
| HGXSX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 72 | 91% |
| HGXTX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 71 | 93% |
| HGXVX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 71 | 93% |
| HGXYX | Hartford Global Impact Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 71 | 93% |
| HHDFX | Hamlin High Dividend Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 30 | 90% |
| HHDVX | Hamlin High Dividend Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 30 | 90% |
| HHHCX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 104 | 91% |
| HHHFX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 97 | 93% |
| HHHRX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 97 | 93% |
| HHHSX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 104 | 91% |
| HHHTX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 104 | 91% |
| HHHYX | Hartford Schroders Emerging Markets Equity Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 104 | 91% |
| HIACX | HARTFORD CAPITAL APPRECIATION HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 120 | 98% |
| HIADX | HARTFORD DIVIDEND AND GROWTH HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 72 | 97% |
| HIAGX | HARTFORD DISCIPLINED EQUITY HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 77 | 98% |
| HIAHX | HARTFORD HEALTHCARE HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 79 | 94% |
| HIAOX | HARTFORD INTERNATIONAL OPPORTUNITIES HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 78 | 97% |
| HIASX | HARTFORD SMALL COMPANY HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 123 | 73% |
| HIBCX | HARTFORD CAPITAL APPRECIATION HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 120 | 98% |
| HIBIX | Virtus Newfleet Low Duration Core Plus Bond Fund· Virtus Opportunities Trust | Non-compliant | 581 | 29% |
| HIBL | Direxion Daily S&P 500 High Beta Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 108 | 55% |
| HIBSX | HARTFORD STOCK HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 52 | 99% |
| HICGX | Hennessy Cornerstone Growth Fund· Hennessy Funds Trust | Non-compliant | 52 | 81% |
| HICSX | Harbor Ares Systematic Convertible Securities Fund· HARBOR FUNDS | Non-compliant | 152 | 74% |
| HICVX | Hennessy Cornerstone Value Fund· Hennessy Funds Trust | Non-compliant | 51 | 91% |
| HIDDX | Horizon Equity Premium Income Fund· Horizon Funds | Non-compliant | 206 | 96% |
| HIDRX | Horizon Defined Risk Fund· Horizon Funds | Non-compliant | 517 | 86% |
| HIDV | AB US High Dividend ETF· AB Active ETFs, Inc. | Non-compliant | 110 | 93% |
| HIEMX | Virtus SGA Emerging Markets Equity Fund· Virtus Opportunities Trust | Non-compliant | 25 | 89% |
| HIGCX | Carillon Eagle Growth & Income Fund· Carillon Series Trust | Non-compliant | 48 | 95% |
| HIGFX | American High Income Trust | Non-compliant | 1,092 | 30% |
| HIGH | Simplify Enhanced Income ETF· Simplify Exchange Traded Funds | Non-compliant | 15 | 9% |
| HIGJX | Carillon Eagle Growth & Income Fund· Carillon Series Trust | Non-compliant | 48 | 95% |
| HIGUX | Carillon Eagle Growth & Income Fund· Carillon Series Trust | Non-compliant | 48 | 95% |
| HIICX | Catalyst/SMH High Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 51 | 34% |
| HIIDX | Harbor Diversified International All Cap Fund· HARBOR FUNDS | Non-compliant | 246 | 91% |
| HIIFX | Catalyst/SMH High Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 51 | 34% |
| HIIIX | Catalyst/SMH High Income Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 51 | 34% |
| HIINX | Harbor International Fund· HARBOR FUNDS | Non-compliant | 223 | 97% |
| HIISX | Harbor International Small Cap Fund· HARBOR FUNDS | Non-compliant | 65 | 94% |
| HILAX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILCX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILDX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILFX | Hennessy Large Cap Financial Fund· Hennessy Funds Trust | Non-compliant | 28 | 82% |
| HILGX | Hennessy Cornerstone Large Growth Fund· Hennessy Funds Trust | Non-compliant | 51 | 94% |
| HILIX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILRX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILSX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILTX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILUX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HILVX | Harbor Large Cap Value Fund· HARBOR FUNDS | Non-compliant | 45 | 96% |
| HILYX | The Hartford International Value Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 248 | 96% |
| HIMCX | HARTFORD MIDCAP HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 69 | 93% |
| HIMDX | Hennessy Cornerstone Mid Cap 30 Fund· Hennessy Funds Trust | Non-compliant | 31 | 84% |
| HIMVX | Harbor Mid Cap Value Fund· HARBOR FUNDS | Non-compliant | 192 | 87% |
| HIMZ | Defiance Daily Target 2x Long Hims ETF· Tidal Trust II | Non-compliant | 10 | 18% |
| HIMZX | Virtus Newfleet Low Duration Core Plus Bond Fund· Virtus Opportunities Trust | Non-compliant | 581 | 29% |
| HIO | Western Asset High Income Opportunity Fund Inc. | Non-compliant | 325 | 28% |
| HIOCX | THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HIOIX | M3Sixty Income and Opportunity Fund· 360 Funds | Non-compliant | 39 | 90% |
| HIPAX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 250 | 82% |
| HIPCX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 250 | 82% |
| HIPFX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 250 | 82% |
| HIPIX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 250 | 82% |
| HIPRX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 250 | 82% |
| HIPSX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 250 | 82% |
| HIPTX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 250 | 82% |
| HIPYX | THE HARTFORD INFLATION PLUS FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 208 | 78% |
| HIS | Humilis US Focused Opportunities ETF· EA Series Trust | Non-compliant | 47 | 98% |
| HISCX | HARTFORD SMALL CAP GROWTH HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 189 | 80% |
| HISFX | Hennessy Small Cap Financial Fund· Hennessy Funds Trust | Non-compliant | 27 | 72% |
| HISGX | Harbor Small Cap Growth Fund· HARBOR FUNDS | Non-compliant | 87 | 85% |
| HISIX | International Equity Fund· HOMESTEAD FUNDS INC | Non-compliant | 51 | 97% |
| HISVX | Harbor Small Cap Value Fund· HARBOR FUNDS | Non-compliant | 59 | 92% |
| HIX | Western Asset High Income Fund II Inc. | Non-compliant | 398 | 28% |
| HJIGX | Hardman Johnston International Growth Fund· Manager Directed Portfolios | Non-compliant | 23 | 79% |
| HJIRX | Hardman Johnston International Growth Fund· Manager Directed Portfolios | Non-compliant | 23 | 79% |
| HJPIX | Hennessy Japan Fund· Hennessy Funds Trust | Non-compliant | 29 | 99% |
| HJPNX | Hennessy Japan Fund· Hennessy Funds Trust | Non-compliant | 29 | 99% |
| HJPSX | Hennessy Japan Small Cap Fund· Hennessy Funds Trust | Non-compliant | 64 | 75% |
| HJSIX | Hennessy Japan Small Cap Fund· Hennessy Funds Trust | Non-compliant | 64 | 75% |
| HLDAX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 556 | 19% |
| HLDCX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 595 | 15% |
| HLDFX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 595 | 15% |
| HLDIX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 556 | 19% |
| HLDRX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 556 | 19% |
| HLDSX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 556 | 19% |
| HLDTX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 595 | 15% |
| HLDYX | The Hartford Emerging Markets Local Debt Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 556 | 19% |
30,249 funds · page 76 of 303