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 |
|---|---|---|---|---|
| HRLRX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRLSX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRLTX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRLVX | Harbor Large Cap Value Fund· HARBOR FUNDS | Non-compliant | 45 | 96% |
| HRLYX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRLZX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRMDX | Heartland Mid Cap Value Fund· HEARTLAND GROUP INC. | Non-compliant | 60 | 88% |
| HRMVX | Harbor Mid Cap Value Fund· HARBOR FUNDS | Non-compliant | 192 | 87% |
| HRNIX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 62% |
| HRNOX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 62% |
| HRNRX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 62% |
| HROAX | M3Sixty Income and Opportunity Fund· 360 Funds | Non-compliant | 39 | 90% |
| HRSAX | Rational Premium Income Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 21 | 77% |
| HRSCX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HRSFX | Rational Premium Income Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 21 | 77% |
| HRSGX | Harbor Small Cap Growth Fund· HARBOR FUNDS | Non-compliant | 87 | 84% |
| HRSIX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 60% |
| HRSMX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 60% |
| HRSRX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 60% |
| HRSTX | Rational Premium Income Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 21 | 77% |
| HRTS | Tema Heart & Health ETF· Tema ETF Trust | Non-compliant | 45 | 90% |
| HRTVX | Heartland Value Fund· HEARTLAND GROUP INC. | Non-compliant | 105 | 77% |
| HRVIX | Heartland Value Plus Fund· HEARTLAND GROUP INC. | Non-compliant | 55 | 89% |
| HSACX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSADX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSAEX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSBH | HSBC Holdings Plc ADRHedged· Precidian ETFs Trust | Non-compliant | 3 | 100% |
| HSCCX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HSCSX | Small-Company Stock Fund· HOMESTEAD FUNDS INC | Non-compliant | 70 | 87% |
| HSCVX | Hunter Small Cap Value Fund· Two Roads Shared Trust | Non-compliant | 61 | 77% |
| HSCYX | THE HARTFORD SMALL COMPANY FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 122 | 77% |
| HSDAX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDCX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDFX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDIX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDRX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDSX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDTX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDVX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSDYX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 32% |
| HSEIX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSFNX | Hennessy Small Cap Financial Fund· Hennessy Funds Trust | Non-compliant | 27 | 72% |
| HSICX | Harbor International Compounders Fund· HARBOR FUNDS | Non-compliant | 30 | 93% |
| HSIIX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HSLAX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLCX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLFX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLIX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLRX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLSX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLTX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 74% |
| HSLVX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 74% |
| HSLYX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSMAX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMBX | Horizon Multi-Factor Small/Mid Cap Fund· Horizon Funds | Non-compliant | 297 | 87% |
| HSMCX | THE HARTFORD SMALL COMPANY FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 122 | 77% |
| HSMFX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMIX | Horizon Multi-Factor Small/Mid Cap Fund· Horizon Funds | Non-compliant | 297 | 87% |
| HSMNX | Horizon Multi-Factor Small/Mid Cap Fund· Horizon Funds | Non-compliant | 297 | 87% |
| HSMRX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMSX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMTX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMV | First Trust Horizon Managed Volatility Small/Mid ETF· First Trust Exchange-Traded Fund III | Non-compliant | 151 | 78% |
| HSMVX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMYX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSPCX | Emerald Growth Fund· RBB Fund, Inc. | Non-compliant | 132 | 71% |
| HSPGX | Emerald Growth Fund· RBB Fund, Inc. | Non-compliant | 132 | 71% |
| HSRUX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HSSAX | Emerald Finance & Banking Innovation Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 86% |
| HSSBX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSSCX | Emerald Finance & Banking Innovation Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 86% |
| HSSFX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSSIX | Emerald Finance & Banking Innovation Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 86% |
| HSTAX | HARTFORD STOCK HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 52 | 99% |
| HSTRX | HUSSMAN STRATEGIC TOTAL RETURN FUND· Hussman Investment Trust | Non-compliant | 52 | 83% |
| HSUAX | Rational Dynamic Brands Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 24 | 86% |
| HSUCX | Rational Dynamic Brands Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 24 | 86% |
| HSUTX | Rational Dynamic Brands Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 24 | 86% |
| HSVRX | Harbor Small Cap Value Fund· HARBOR FUNDS | Non-compliant | 59 | 92% |
| HSWCX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| HSWFX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| HSWRX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| HSWSX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| HSWTX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| HSWYX | Hartford Schroders International Stock Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 49 | 97% |
| HTAB | Hartford Schroders Tax-Aware Bond ETF· Hartford Funds Exchange-Traded Trust | Non-compliant | 173 | 30% |
| HTCIX | Hennessy Technology Fund· Hennessy Funds Trust | Non-compliant | 61 | 88% |
| HTD | John Hancock Tax-Advantaged Dividend Income Fund | Non-compliant | 143 | 86% |
| HTDRX | Tactical Dividend & Momentum Fund· Two Roads Shared Trust | Non-compliant | 14 | 34% |
| HTEC | ROBO Global Healthcare Technology and Innovation ETF· EXCHANGE TRADED CONCEPTS TRUST | Non-compliant | 63 | 99% |
| HTECX | Hennessy Technology Fund· Hennessy Funds Trust | Non-compliant | 61 | 88% |
| HTSCX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HTUS | HULL TACTICAL US ETF· Capitol Series Trust | Non-compliant | 16 | 13% |
| HUBAX | HARTFORD ULTRASHORT BOND HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 288 | 37% |
| HUBBX | HARTFORD ULTRASHORT BOND HLS FUND· HARTFORD SERIES FUND INC | Non-compliant | 288 | 36% |
| HUDEX | Huber Large Cap Value Fund· Advisors Series Trust | Non-compliant | 51 | 88% |
| HUDIX | Huber Large Cap Value Fund· Advisors Series Trust | Non-compliant | 51 | 88% |
| HULEX | Huber Select Large Cap Value Fund· Advisors Series Trust | Non-compliant | 41 | 83% |
| HULIX | Huber Select Large Cap Value Fund· Advisors Series Trust | Non-compliant | 41 | 83% |
| HUMDX | Huber Mid Cap Value Fund· Advisors Series Trust | Non-compliant | 29 | 80% |
30,302 funds · page 78 of 304