30,351 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 |
|---|---|---|---|---|
| IRMCX | Voya RussellTM Mid Cap Index Portfolio· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 840 | 92% |
| IRMTX | Voya RussellTM Mid Cap Index Portfolio· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 840 | 92% |
| IRPSX | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 127 | 91% |
| IRSAX | Nomura Real Estate Securities Fund· IVY FUNDS | Non-compliant | 37 | 82% |
| IRSCX | Nomura Real Estate Securities Fund· IVY FUNDS | Non-compliant | 37 | 82% |
| IRSEX | Nomura Real Estate Securities Fund· IVY FUNDS | Non-compliant | 37 | 82% |
| IRSIX | Voya RussellTM Small Cap Index Portfolio· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 1,793 | 67% |
| IRSRX | Nomura Real Estate Securities Fund· IVY FUNDS | Non-compliant | 37 | 82% |
| IRSSX | Voya RussellTM Small Cap Index Portfolio· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 1,793 | 67% |
| IRSTX | Voya High Yield Bond Fund· Voya Funds Trust | Non-compliant | 109 | 37% |
| IRSYX | Nomura Real Estate Securities Fund· IVY FUNDS | Non-compliant | 37 | 82% |
| IRTR | iShares LifePath Retirement ETF· iShares Trust | Non-compliant | 15 | 28% |
| IRVAX | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 156 | 94% |
| IRVH | Global X Interest Rate Volatility & Inflation Hedge ETF· GLOBAL X FUNDS | Non-compliant | 43 | 99% |
| IRVIX | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 156 | 94% |
| IRVSX | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 156 | 94% |
| ISBAX | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO· Voya Partners Inc | Non-compliant | 80 | 97% |
| ISCAX | Federated Hermes International Small-Mid Company Fund· Federated Hermes World Investment Series, Inc. | Non-compliant | 157 | 84% |
| ISCCX | Federated Hermes International Small-Mid Company Fund· Federated Hermes World Investment Series, Inc. | Non-compliant | 157 | 84% |
| ISCF | iShares International Small-Cap Equity Factor ETF· iShares Trust | Non-compliant | 1,183 | 77% |
| ISCG | iShares Morningstar Small-Cap Growth ETF· iShares Trust | Non-compliant | 931 | 82% |
| ISCGX | Transamerica Small Cap Growth· TRANSAMERICA FUNDS | Non-compliant | 58 | 94% |
| ISCIX | Federated Hermes International Small-Mid Company Fund· Federated Hermes World Investment Series, Inc. | Non-compliant | 157 | 84% |
| ISCSX | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO· Voya Partners Inc | Non-compliant | 80 | 97% |
| ISCTX | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 109 | 77% |
| ISCV | iShares Morningstar Small-Cap Value ETF· iShares Trust | Non-compliant | 1,053 | 78% |
| ISCWX | VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND· Voya Mutual Funds | Non-compliant | 1,619 | 81% |
| ISD | PGIM High Yield Bond Fund, Inc. | Non-compliant | 812 | 30% |
| ISFIX | VY(R) COLUMBIA CONTRARIAN CORE PORTFOLIO· Voya Partners Inc | Non-compliant | 80 | 97% |
| ISGDX | Columbia Integrated Small Cap Growth Fund· Columbia Funds Series Trust II | Non-compliant | 143 | 83% |
| ISGNX | Columbia Integrated Small Cap Growth Fund· Columbia Funds Series Trust II | Non-compliant | 143 | 83% |
| ISHIX | Federated Hermes Corporate Bond Fund· Federated Hermes Investment Series Funds, Inc. | Non-compliant | 368 | 58% |
| ISHP | First Trust S-Network E-Commerce ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 62 | 91% |
| ISIIX | VOYA INTERNATIONAL INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 698 | 88% |
| ISIPX | VOYA U.S. STOCK INDEX PORTFOLIO· Voya Investors Trust | Non-compliant | 519 | 96% |
| ISIVX | VOYA U.S. STOCK INDEX PORTFOLIO· Voya Investors Trust | Non-compliant | 519 | 96% |
| ISJBX | VOYA U.S. STOCK INDEX PORTFOLIO· Voya Investors Trust | Non-compliant | 519 | 96% |
| ISMD | Inspire Small/Mid Cap ETF· Northern Lights Fund Trust IV | Non-compliant | 500 | 77% |
| ISMOX | VOYA MIDCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 77 | 96% |
| ISMSX | VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO· Voya Partners Inc | Non-compliant | 257 | 81% |
| ISMVX | William Blair Small-Mid Cap Value Fund· WILLIAM BLAIR FUNDS | Non-compliant | 86 | 84% |
| ISOPX | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO· Voya Variable Products Trust | Non-compliant | 109 | 77% |
| ISPVX | Nomura Smid Cap Core Fund· IVY FUNDS | Non-compliant | 128 | 91% |
| ISPY | ProShares S&P 500 High Income ETF· ProShares Trust | Non-compliant | 516 | 83% |
| ISRA | VanEck Israel ETF· VanEck ETF Trust | Non-compliant | 80 | 74% |
| ISTAX | ICON EQUITY FUND· SCM Trust | Non-compliant | 35 | 89% |
| ISTB | iShares Core 1-5 Year USD Bond ETF· iShares Trust | Non-compliant | 7,411 | 73% |
| ISTBX | Invesco Short Term Bond Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 1,004 | 34% |
| ISTFX | Invesco Short Term Bond Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 1,004 | 34% |
| ISTM | iShares Strategic Metals ETF· iShares U.S. ETF Trust | Non-compliant | 89 | 36% |
| ISVGX | VOYA GROWTH AND INCOME PORTFOLIO· Voya Variable Funds | Non-compliant | 76 | 93% |
| ISVL | iShares International Developed Small Cap Value Factor ETF· iShares Trust | Non-compliant | 531 | 84% |
| ISWN | Amplify BlackSwan ISWN ETF· Amplify ETF Trust | Non-compliant | 13 | 86% |
| ITA | iShares U.S. Aerospace & Defense ETF· iShares Trust | Non-compliant | 52 | 96% |
| ITAAX | Transamerica Short-Term Bond· TRANSAMERICA FUNDS | Non-compliant | 370 | 48% |
| ITACX | Transamerica Short-Term Bond· TRANSAMERICA FUNDS | Non-compliant | 370 | 48% |
| ITAN | Sparkline Intangible Value ETF· EA Series Trust | Non-compliant | 159 | 97% |
| ITB | iShares U.S. Home Construction ETF· iShares Trust | Non-compliant | 48 | 85% |
| ITCSX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO· Voya Investors Trust | Non-compliant | 336 | 75% |
| ITCTX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO· Voya Investors Trust | Non-compliant | 336 | 75% |
| ITDB | iShares LifePath Target Date 2030 ETF· iShares Trust | Non-compliant | 15 | 17% |
| ITDC | iShares LifePath Target Date 2035 ETF· iShares Trust | Non-compliant | 15 | 14% |
| ITDD | iShares LifePath Target Date 2040 ETF· iShares Trust | Non-compliant | 15 | 9% |
| ITEAX | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 127 | 91% |
| ITEIX | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 127 | 91% |
| ITETX | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO· Voya Investors Trust | Non-compliant | 127 | 91% |
| ITFEX | Voya International High Dividend Low Volatility Portfolio· Voya Partners Inc | Non-compliant | 177 | 93% |
| ITGRX | Nomura Global Growth Fund· IVY FUNDS | Non-compliant | 61 | 94% |
| ITHAX | THE HARTFORD CAPITAL APPRECIATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 126 | 98% |
| ITHCX | Invesco Technology Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 47 | 97% |
| ITHIX | THE HARTFORD CAPITAL APPRECIATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 126 | 98% |
| ITHRX | THE HARTFORD CAPITAL APPRECIATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 126 | 98% |
| ITHSX | THE HARTFORD CAPITAL APPRECIATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 126 | 98% |
| ITHTX | THE HARTFORD CAPITAL APPRECIATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 126 | 98% |
| ITHVX | THE HARTFORD CAPITAL APPRECIATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 126 | 98% |
| ITIOX | Transamerica Inflation Opportunities· TRANSAMERICA FUNDS | Non-compliant | 131 | 84% |
| ITOL | Tema International Durable Quality ETF· Tema ETF Trust | Non-compliant | 41 | 95% |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF· iShares Trust | Non-compliant | 2,503 | 96% |
| ITRAX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO· Voya Investors Trust | Non-compliant | 336 | 75% |
| ITRIX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO· Voya Investors Trust | Non-compliant | 336 | 75% |
| ITWO | ProShares Russell 2000 High Income ETF· ProShares Trust | Non-compliant | 1,912 | 67% |
| ITYAX | Invesco Technology Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 47 | 97% |
| ITYRX | Invesco Technology Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 47 | 97% |
| ITYYX | Invesco Technology Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 47 | 97% |
| IUAAX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO· Voya Partners Inc | Non-compliant | 353 | 84% |
| IUAEX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUAIX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO· Voya Partners Inc | Non-compliant | 353 | 84% |
| IUASX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO· Voya Partners Inc | Non-compliant | 353 | 84% |
| IUCEX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUEFX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUENX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUERX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUESX | JPMorgan International Focus Fund· JPMorgan Trust I | Non-compliant | 72 | 95% |
| IUS | Invesco RAFI Strategic US ETF· Invesco Exchange-Traded Self-Indexed Fund Trust | Non-compliant | 546 | 96% |
| IUSB | iShares Core Universal USD Bond ETF· iShares Trust | Non-compliant | 18,110 | 76% |
| IUSBX | VOYA U.S. BOND INDEX PORTFOLIO· Voya VARIABLE PORTFOLIOS INC | Non-compliant | 4,540 | 85% |
| IUSG | iShares Core S&P U.S. Growth ETF· iShares Trust | Non-compliant | 395 | 97% |
| IUSV | iShares Core S&P U.S. Value ETF· iShares Trust | Non-compliant | 742 | 96% |
| IUTCX | Invesco Dividend Income Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 74 | 93% |
| IUTIX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
30,351 funds · page 85 of 304