30,291 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 |
|---|---|---|---|---|
| HLEIX | JPMorgan Equity Index Fund· JPMorgan Trust II | Non-compliant | 508 | 98% |
| HLEMX | Harding Loevner Emerging Markets Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 68 | 79% |
| HLEZX | Harding Loevner Institutional Emerging Markets Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 72 | 81% |
| HLFMX | Harding Loevner Frontier Emerging Markets Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 52 | 45% |
| HLFNX | Hennessy Large Cap Financial Fund· Hennessy Funds Trust | Non-compliant | 28 | 82% |
| HLFZX | Harding Loevner Frontier Emerging Markets Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 55 | 44% |
| HLGAX | JPMorgan Government Bond Fund· JPMorgan Trust II | Non-compliant | 321 | 95% |
| HLGEX | JPMorgan Mid Cap Growth Fund· JPMorgan Trust II | Non-compliant | 119 | 93% |
| HLGZX | Harding Loevner Global Equity Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 63 | 96% |
| HLHIX | Virtus KAR Health Sciences Fund· Virtus Investment Trust | Non-compliant | 24 | 96% |
| HLIDX | International Developed Markets Equity Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 51 | 96% |
| HLIEX | JPMorgan Equity Income Fund· JPMorgan Trust II | Non-compliant | 83 | 98% |
| HLIPX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,880 | 55% |
| HLIZX | Harding Loevner International Equity Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 68 | 96% |
| HLLVX | JPMorgan Short Duration Bond Fund· JPMorgan Trust II | Non-compliant | 1,693 | 60% |
| HLMEX | Harding Loevner Institutional Emerging Markets Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 72 | 81% |
| HLMGX | Harding Loevner Global Equity Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 61 | 98% |
| HLMIX | Harding Loevner International Equity Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 68 | 94% |
| HLMNX | Harding Loevner International Equity Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 68 | 96% |
| HLMOX | Harding Loevner Frontier Emerging Markets Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 52 | 45% |
| HLMRX | Harding Loevner International Small Companies Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 85 | 80% |
| HLMSX | Harding Loevner International Small Companies Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 85 | 80% |
| HLMVX | Harding Loevner Global Equity Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 63 | 96% |
| HLPPX | LDR HIGH INCOME REALTY FUND· World Funds Trust | Non-compliant | 52 | 72% |
| HLQVX | JPMorgan Large Cap Value Fund· JPMorgan Trust II | Non-compliant | 104 | 97% |
| HLRRX | LDR HIGH INCOME REALTY FUND· World Funds Trust | Non-compliant | 52 | 72% |
| HLRZX | Harding Loevner International Small Companies Portfolio· HARDING LOEVNER FUNDS INC | Non-compliant | 85 | 80% |
| HLSCX | HARTFORD DISCIPLINED EQUITY HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 77 | 98% |
| HLZZX | LDR HIGH INCOME REALTY FUND· World Funds Trust | Non-compliant | 52 | 72% |
| HMCDX | Harbor Mid Cap Fund· HARBOR FUNDS | Non-compliant | 59 | 95% |
| HMCLX | Harbor Mid Cap Fund· HARBOR FUNDS | Non-compliant | 59 | 95% |
| HMCNX | Harbor Mid Cap Fund· HARBOR FUNDS | Non-compliant | 59 | 95% |
| HMCRX | Harbor Mid Cap Fund· HARBOR FUNDS | Non-compliant | 59 | 95% |
| HMDCX | THE HARTFORD MIDCAP FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 70 | 92% |
| HMDFX | THE HARTFORD MIDCAP FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 70 | 92% |
| HMDYX | THE HARTFORD MIDCAP FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 70 | 92% |
| HMSFX | Hennessy Midstream Fund· Hennessy Funds Trust | Non-compliant | 16 | 59% |
| HMSIX | Hennessy Midstream Fund· Hennessy Funds Trust | Non-compliant | 16 | 59% |
| HMVAX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 80 | 93% |
| HMVCX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 80 | 93% |
| HMVFX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 81 | 95% |
| HMVJX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 80 | 93% |
| HMVRX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 80 | 93% |
| HMVSX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 80 | 93% |
| HMVTX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 80 | 93% |
| HMVUX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 81 | 95% |
| HMVYX | THE HARTFORD MIDCAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 80 | 93% |
| HMYY | GraniteShares YieldBOOST HIMS ETF· GraniteShares ETF Trust | Non-compliant | 8 | 97% |
| HNACX | Harbor Capital Appreciation Fund· HARBOR FUNDS | Non-compliant | 50 | 99% |
| HNASX | Growth Fund· HOMESTEAD FUNDS INC | Non-compliant | 57 | 99% |
| HNCAX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCCX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCFX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCJX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCRX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 45 | 95% |
| HNCSX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 45 | 95% |
| HNCTX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCUX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 45 | 95% |
| HNCVX | Harbor Ares Systematic Convertible Securities Fund· HARBOR FUNDS | Non-compliant | 152 | 73% |
| HNCYX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 45 | 95% |
| HNDDX | Horizon Equity Premium Income Fund· Horizon Funds | Non-compliant | 206 | 96% |
| HNDRX | Horizon Defined Risk Fund· Horizon Funds | Non-compliant | 517 | 86% |
| HNICX | Harbor International Compounders Fund· HARBOR FUNDS | Non-compliant | 32 | 91% |
| HNIDX | Harbor Diversified International All Cap Fund· HARBOR FUNDS | Non-compliant | 246 | 92% |
| HNINX | Harbor International Fund· HARBOR FUNDS | Non-compliant | 223 | 97% |
| HNISX | Harbor International Small Cap Fund· HARBOR FUNDS | Non-compliant | 65 | 94% |
| HNLVX | Harbor Large Cap Value Fund· HARBOR FUNDS | Non-compliant | 45 | 96% |
| HNMDX | Heartland Mid Cap Value Fund· HEARTLAND GROUP INC. | Non-compliant | 60 | 88% |
| HNMVX | Harbor Mid Cap Value Fund· HARBOR FUNDS | Non-compliant | 192 | 87% |
| HNRGX | Hennessy Energy Transition Fund· Hennessy Funds Trust | Non-compliant | 28 | 91% |
| HNRIX | Hennessy Energy Transition Fund· Hennessy Funds Trust | Non-compliant | 29 | 93% |
| HNSGX | Harbor Small Cap Growth Fund· HARBOR FUNDS | Non-compliant | 87 | 85% |
| HNTVX | Heartland Value Fund· HEARTLAND GROUP INC. | Non-compliant | 105 | 77% |
| HNVIX | Heartland Value Plus Fund· HEARTLAND GROUP INC. | Non-compliant | 55 | 89% |
| HNVRX | Harbor Small Cap Value Fund· HARBOR FUNDS | Non-compliant | 59 | 92% |
| HOBEX | Holbrook Income Fund· Two Roads Shared Trust | Non-compliant | 259 | 37% |
| HOBIX | Holbrook Income Fund· Two Roads Shared Trust | Non-compliant | 259 | 37% |
| HOIBX | Intermediate Bond Fund· Homestead Funds Trust | Non-compliant | 294 | 74% |
| HOLA | JPMorgan International Hedged Equity Laddered Overlay ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 226 | 95% |
| HOMPX | HW Opportunities MP Fund· HOTCHKIS & WILEY FUNDS/DE/ | Non-compliant | 48 | 79% |
| HOMZ | Hoya Capital Housing ETF· ETF Series Solutions | Non-compliant | 97 | 81% |
| HOOCX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOFX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOORX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOSX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOTX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOW | Roundhill HOOD WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 4 | 97% |
| HOOX | Defiance Daily Target 2x Long Hood ETF· Tidal Trust II | Non-compliant | 9 | 18% |
| HOOYX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOZ | Defiance Daily Target 2x Short Hood ETF· Tidal Trust II | Non-compliant | 7 | 9% |
| HOSBX | Short-Term Bond Fund· HOMESTEAD FUNDS INC | Non-compliant | 248 | 64% |
| HOSGX | Short-Term Government Securities Fund· HOMESTEAD FUNDS INC | Non-compliant | 89 | 86% |
| HOVLX | Value Fund· HOMESTEAD FUNDS INC | Non-compliant | 57 | 97% |
| HOYY | GraniteShares YieldBOOST HOOD ETF· GraniteShares ETF Trust | Non-compliant | 8 | 98% |
| HPF | John Hancock Preferred Income Fund II | Non-compliant | 184 | 75% |
| HPI | John Hancock Preferred Income Fund | Non-compliant | 182 | 76% |
| HPS | John Hancock Preferred Income Fund III | Non-compliant | 181 | 76% |
| HQGO | Hartford US Quality Growth ETF· Lattice Strategies Trust | Non-compliant | 163 | 96% |
| HQH | abrdn Healthcare Investors | Non-compliant | 167 | 51% |
| HQIAX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 77 | 96% |
30,291 funds · page 77 of 303