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 |
|---|---|---|---|---|
| IAUYX | Invesco Dividend Income Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 74 | 93% |
| IAVGX | VOYA GROWTH AND INCOME PORTFOLIO· Voya Variable Funds | Non-compliant | 76 | 93% |
| IAXAX | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 308 | 92% |
| IAXIX | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 308 | 92% |
| IAXSX | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 308 | 92% |
| IAXTX | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 308 | 92% |
| IBAFX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| IBALX | Transamerica Multi-Managed Balanced· TRANSAMERICA FUNDS | Non-compliant | 668 | 83% |
| IBARX | Nomura Balanced Fund· IVY FUNDS | Non-compliant | 494 | 77% |
| IBAT | iShares Energy Storage & Materials ETF· iShares Trust | Non-compliant | 95 | 87% |
| IBB | iShares Biotechnology ETF· iShares Trust | Non-compliant | 252 | 72% |
| IBBFX | THRIVENT DYNAMIC ALLOCATION FUND· Thrivent Mutual Funds | Non-compliant | 1,012 | 53% |
| IBBQ | Invesco Nasdaq Biotechnology ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 261 | 66% |
| IBCA | iShares iBonds Dec 2035 Term Corporate ETF· iShares Trust | Non-compliant | 416 | 59% |
| IBCB | iShares iBonds Dec 2036 Term Corporate ETF· iShares Trust | Non-compliant | 290 | 59% |
| IBCGX | VY(R) BARON GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 38 | 82% |
| IBD | Inspire Corporate Bond ETF· Northern Lights Fund Trust IV | Non-compliant | 252 | 86% |
| IBDQ | iShares iBonds Dec 2025 Term Corporate ETF· iShares Trust | Non-compliant | 69 | 17% |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF· iShares Trust | Non-compliant | 231 | 49% |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF· iShares Trust | Non-compliant | 661 | 59% |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF· iShares Trust | Non-compliant | 730 | 57% |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF· iShares Trust | Non-compliant | 679 | 58% |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF· iShares Trust | Non-compliant | 733 | 60% |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF· iShares Trust | Non-compliant | 617 | 57% |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF· iShares Trust | Non-compliant | 424 | 62% |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF· iShares Trust | Non-compliant | 401 | 62% |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF· iShares Trust | Non-compliant | 376 | 53% |
| IBFCX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| IBFFX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| IBGA | iShares iBonds Dec 2044 Term Treasury ETF· iShares Trust | Non-compliant | 8 | 100% |
| IBGB | iShares iBonds Dec 2045 Term Treasury ETF· iShares Trust | Non-compliant | 9 | 100% |
| IBGC | iShares iBonds Dec 2046 Term Treasury ETF· iShares Trust | Non-compliant | 7 | 100% |
| IBGIX | VY(R) BARON GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 38 | 82% |
| IBGK | iShares iBonds Dec 2054 Term Treasury ETF· iShares Trust | Non-compliant | 4 | 100% |
| IBGL | iShares iBonds Dec 2055 Term Treasury ETF· iShares Trust | Non-compliant | 5 | 100% |
| IBGM | iShares iBonds Dec 2056 Term Treasury ETF· iShares Trust | Non-compliant | 3 | 100% |
| IBHE | iShares iBonds 2025 Term High Yield and Income ETF· iShares Trust | Non-compliant | 35 | 20% |
| IBHF | iShares iBonds 2026 Term High Yield and Income ETF· iShares Trust | Non-compliant | 118 | 38% |
| IBHG | iShares iBonds 2027 Term High Yield and Income ETF· iShares Trust | Non-compliant | 226 | 32% |
| IBHH | iShares iBonds 2028 Term High Yield and Income ETF· iShares Trust | Non-compliant | 220 | 34% |
| IBHI | iShares iBonds 2029 Term High Yield and Income ETF· iShares Trust | Non-compliant | 377 | 28% |
| IBHJ | iShares iBonds 2030 Term High Yield and Income ETF· iShares Trust | Non-compliant | 296 | 29% |
| IBHK | iShares iBonds 2031 Term High Yield and Income ETF· iShares Trust | Non-compliant | 292 | 21% |
| IBHL | iShares iBonds 2032 Term High Yield and Income ETF· iShares Trust | Non-compliant | 221 | 21% |
| IBHM | iShares iBonds 2033 Term High Yield and Income ETF· iShares Trust | Non-compliant | 173 | 29% |
| IBIB | iShares iBonds Oct 2025 Term TIPS ETF· iShares Trust | Non-compliant | 2 | 52% |
| IBIC | iShares iBonds Oct 2026 Term TIPS ETF· iShares Trust | Non-compliant | 2 | 53% |
| IBID | iShares iBonds Oct 2027 Term TIPS ETF· iShares Trust | Non-compliant | 6 | 100% |
| IBIE | iShares iBonds Oct 2028 Term TIPS ETF· iShares Trust | Non-compliant | 7 | 100% |
| IBIF | iShares iBonds Oct 2029 Term TIPS ETF· iShares Trust | Non-compliant | 7 | 100% |
| IBIG | iShares iBonds Oct 2030 Term TIPS ETF· iShares Trust | Non-compliant | 5 | 100% |
| IBIH | iShares iBonds Oct 2031 Term TIPS ETF· iShares Trust | Non-compliant | 4 | 100% |
| IBII | iShares iBonds Oct 2032 Term TIPS ETF· iShares Trust | Non-compliant | 4 | 100% |
| IBIJ | iShares iBonds Oct 2033 Term TIPS ETF· iShares Trust | Non-compliant | 3 | 99% |
| IBIK | iShares iBonds Oct 2034 Term TIPS ETF· iShares Trust | Non-compliant | 3 | 99% |
| IBIL | iShares iBonds Oct 2035 Term TIPS ETF· iShares Trust | Non-compliant | 3 | 99% |
| IBIM | iShares iBonds Oct 2036 Term TIPS ETF· iShares Trust | Non-compliant | 2 | 99% |
| IBLC | iShares Blockchain and Tech ETF· iShares Trust | Non-compliant | 51 | 66% |
| IBLLX | Transamerica Multi-Managed Balanced· TRANSAMERICA FUNDS | Non-compliant | 668 | 83% |
| IBNAX | Nomura Balanced Fund· IVY FUNDS | Non-compliant | 494 | 77% |
| IBNCX | Nomura Balanced Fund· IVY FUNDS | Non-compliant | 494 | 77% |
| IBND | State Street(R) SPDR(R) Bloomberg International Corporate Bond ETF· SPDR SERIES TRUST | Non-compliant | 949 | 65% |
| IBNYX | Nomura Balanced Fund· IVY FUNDS | Non-compliant | 494 | 77% |
| IBOT | VanEck Robotics ETF· VanEck ETF Trust | Non-compliant | 66 | 95% |
| IBRAX | Voya Inflation Protected Bond Plus Portfolio· Voya Investors Trust | Non-compliant | 353 | 39% |
| IBRFX | Invesco Balanced-Risk Commodity Strategy Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 42 | 32% |
| IBRIX | Voya Inflation Protected Bond Plus Portfolio· Voya Investors Trust | Non-compliant | 353 | 39% |
| IBRN | iShares Neuroscience and Healthcare ETF· iShares Trust | Non-compliant | 78 | 52% |
| IBRSX | Voya Inflation Protected Bond Plus Portfolio· Voya Investors Trust | Non-compliant | 353 | 39% |
| IBSAX | VY(R) BARON GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 38 | 82% |
| IBSSX | VY(R) BARON GROWTH PORTFOLIO· Voya Partners Inc | Non-compliant | 38 | 82% |
| IBTF | iShares iBonds Dec 2025 Term Treasury ETF· iShares Trust | Non-compliant | 7 | 86% |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF· iShares Trust | Non-compliant | 22 | 77% |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF· iShares Trust | Non-compliant | 52 | 100% |
| IBTI | iShares iBonds Dec 2028 Term Treasury ETF· iShares Trust | Non-compliant | 46 | 100% |
| IBTJ | iShares iBonds Dec 2029 Term Treasury ETF· iShares Trust | Non-compliant | 35 | 100% |
| IBTK | iShares iBonds Dec 2030 Term Treasury ETF· iShares Trust | Non-compliant | 27 | 100% |
| IBTL | iShares iBonds Dec 2031 Term Treasury ETF· iShares Trust | Non-compliant | 23 | 100% |
| IBTM | iShares iBonds Dec 2032 Term Treasury ETF· iShares Trust | Non-compliant | 16 | 100% |
| IBTO | iShares iBonds Dec 2033 Term Treasury ETF· iShares Trust | Non-compliant | 11 | 100% |
| IBTP | iShares iBonds Dec 2034 Term Treasury ETF· iShares Trust | Non-compliant | 4 | 100% |
| IBTQ | iShares iBonds Dec 2035 Term Treasury ETF· iShares Trust | Non-compliant | 5 | 100% |
| IBTR | iShares iBonds Dec 2036 Term Treasury ETF· iShares Trust | Non-compliant | 4 | 100% |
| IBUY | Amplify Online Retail ETF· Amplify ETF Trust | Non-compliant | 84 | 87% |
| ICAFX | Investment Co of America | Non-compliant | 161 | 94% |
| ICAP | Infrastructure Capital Equity Income ETF· Series Portfolios Trust | Non-compliant | 158 | 90% |
| ICBAX | ICON Natural Resources and Infrastructure Fund· SCM Trust | Non-compliant | 40 | 95% |
| ICBFX | Invesco Corporate Bond Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 1,921 | 46% |
| ICBMX | ICON Natural Resources and Infrastructure Fund· SCM Trust | Non-compliant | 40 | 95% |
| ICBRX | Federated Hermes Intermediate Corporate Bond Fund· Federated Hermes Income Securities Trust | Non-compliant | 553 | 66% |
| ICEIX | Nomura International Core Equity Fund· IVY FUNDS | Non-compliant | 50 | 85% |
| ICELX | NYLIM Epoch International Choice Fund· NYLIM FUNDS TRUST | Non-compliant | 43 | 96% |
| ICEQX | Nomura Core Equity Fund· IVY FUNDS | Non-compliant | 52 | 95% |
| ICERX | NYLIM Epoch International Choice Fund· NYLIM FUNDS TRUST | Non-compliant | 43 | 96% |
| ICEUX | NYLIM Epoch International Choice Fund· NYLIM FUNDS TRUST | Non-compliant | 43 | 96% |
| ICEVX | NYLIM Epoch International Choice Fund· NYLIM FUNDS TRUST | Non-compliant | 43 | 96% |
| ICEWX | NYLIM Epoch International Choice Fund· NYLIM FUNDS TRUST | Non-compliant | 43 | 96% |
| ICF | iShares Select U.S. REIT ETF· iShares Trust | Non-compliant | 32 | 96% |
| ICFAX | ICON CONSUMER SELECT· SCM Trust | Non-compliant | 25 | 100% |
| ICFSX | ICON CONSUMER SELECT· SCM Trust | Non-compliant | 25 | 100% |
30,302 funds · page 80 of 304