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 |
|---|---|---|---|---|
| JBALX | Janus Henderson Balanced Fund· Janus Investment Fund | Non-compliant | 748 | 83% |
| JBATX | Balanced Fund· John Hancock Investment Trust | Non-compliant | 1,193 | 84% |
| JBAVX | Balanced Fund· John Hancock Investment Trust | Non-compliant | 1,193 | 84% |
| JBAWX | Balanced Fund· John Hancock Investment Trust | Non-compliant | 1,193 | 84% |
| JBBSX | JPMorgan SmartRetirement Blend 2025 Fund· JPMorgan Trust I | Non-compliant | 969 | 24% |
| JBFRX | Bond Fund· John Hancock Sovereign Bond Fund | Non-compliant | 1,174 | 67% |
| JBGAX | Blue Chip Growth Fund· John Hancock Funds II | Non-compliant | 64 | 98% |
| JBGCX | Blue Chip Growth Fund· John Hancock Funds II | Non-compliant | 64 | 98% |
| JBND | JPMorgan Active Bond ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 1,656 | 63% |
| JBRSX | JPMorgan SmartRetirement Blend 2025 Fund· JPMorgan Trust I | Non-compliant | 969 | 24% |
| JBSSX | JPMorgan SmartRetirement Blend 2025 Fund· JPMorgan Trust I | Non-compliant | 969 | 24% |
| JBTBX | JPMorgan SmartRetirement Blend 2025 Fund· JPMorgan Trust I | Non-compliant | 969 | 24% |
| JBTUX | JPMorgan SmartRetirement Blend 2025 Fund· JPMorgan Trust I | Non-compliant | 969 | 24% |
| JBYSX | JPMorgan SmartRetirement Blend 2025 Fund· JPMorgan Trust I | Non-compliant | 969 | 24% |
| JCAPX | Janus Henderson Forty Fund· Janus Investment Fund | Non-compliant | 34 | 97% |
| JCAVX | Capital Appreciation Value Fund· John Hancock Funds II | Non-compliant | 275 | 79% |
| JCBPX | JPMorgan Core Bond Fund· JPMorgan Trust II | Non-compliant | 3,444 | 72% |
| JCBQX | JPMorgan Core Bond Fund· JPMorgan Trust II | Non-compliant | 3,444 | 72% |
| JCBRX | JPMorgan Core Bond Fund· JPMorgan Trust II | Non-compliant | 3,444 | 72% |
| JCBUX | JPMorgan Core Bond Fund· JPMorgan Trust II | Non-compliant | 3,444 | 72% |
| JCBZX | JPMorgan Core Bond Fund· JPMorgan Trust II | Non-compliant | 3,444 | 72% |
| JCCAX | Small Cap Core Fund· John Hancock Investment Trust | Non-compliant | 72 | 83% |
| JCCIX | Small Cap Core Fund· John Hancock Investment Trust | Non-compliant | 72 | 83% |
| JCE | Nuveen Core Equity Alpha Fund | Non-compliant | 147 | 95% |
| JCHI | JPMorgan Active China ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 53 | 84% |
| JCICX | JPMorgan U.S. GARP Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 93% |
| JCLCX | Multimanager Lifestyle Conservative Portfolio· John Hancock Funds II | Non-compliant | 25 | 10% |
| JCLMX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JCMAX | JPMorgan Mid Cap Equity Fund· JPMorgan Trust I | Non-compliant | 208 | 92% |
| JCMVX | JPMorgan Mid Cap Value Fund· J.P. Morgan Fleming Mutual Fund Group, Inc. | Non-compliant | 105 | 91% |
| JCNAX | Janus Henderson Contrarian Fund· Janus Investment Fund | Non-compliant | 45 | 80% |
| JCNCX | Janus Henderson Contrarian Fund· Janus Investment Fund | Non-compliant | 45 | 82% |
| JCNIX | Janus Henderson Contrarian Fund· Janus Investment Fund | Non-compliant | 45 | 80% |
| JCNNX | Janus Henderson Contrarian Fund· Janus Investment Fund | Non-compliant | 45 | 80% |
| JCNRX | Janus Henderson Contrarian Fund· Janus Investment Fund | Non-compliant | 45 | 80% |
| JCONX | Janus Henderson Contrarian Fund· Janus Investment Fund | Non-compliant | 45 | 80% |
| JCPB | JPMorgan Core Plus Bond ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 2,679 | 53% |
| JCPI | JPMorgan Inflation Managed Bond ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 765 | 79% |
| JCPLX | JOHNSON CORE PLUS BOND FUND· Johnson Mutual Funds Trust | Non-compliant | 102 | 75% |
| JCPPX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,880 | 54% |
| JCPQX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,880 | 55% |
| JCPUX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,880 | 54% |
| JCPYX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,880 | 54% |
| JCPZX | JPMorgan Core Plus Bond Fund· JPMorgan Trust II | Non-compliant | 2,880 | 54% |
| JCSCX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JCVCX | Classic Value Fund· John Hancock Capital Series | Non-compliant | 37 | 91% |
| JCVFX | Classic Value Fund· John Hancock Capital Series | Non-compliant | 37 | 91% |
| JCVIX | Classic Value Fund· John Hancock Capital Series | Non-compliant | 37 | 91% |
| JCVSX | Classic Value Fund· John Hancock Capital Series | Non-compliant | 37 | 91% |
| JCVVX | Classic Value Fund· John Hancock Capital Series | Non-compliant | 37 | 91% |
| JCVWX | Classic Value Fund· John Hancock Capital Series | Non-compliant | 37 | 91% |
| JDBAX | Janus Henderson Balanced Fund· Janus Investment Fund | Non-compliant | 748 | 83% |
| JDBRX | Janus Henderson Balanced Fund· Janus Investment Fund | Non-compliant | 748 | 83% |
| JDCAX | Janus Henderson Forty Fund· Janus Investment Fund | Non-compliant | 34 | 97% |
| JDCRX | Janus Henderson Forty Fund· Janus Investment Fund | Non-compliant | 34 | 97% |
| JDDVX | Janus Henderson U.S. Dividend Income Fund· Janus Investment Fund | Non-compliant | 61 | 100% |
| JDEAX | JPMorgan U.S. Research Enhanced Equity Fund· JPMorgan Trust I | Non-compliant | 171 | 96% |
| JDERX | PGIM Jennison Mid-Cap Growth Fund· Prudential Jennison Mid-Cap Growth Fund, Inc. | Non-compliant | 67 | 80% |
| JDESX | JPMorgan U.S. Research Enhanced Equity Fund· JPMorgan Trust I | Non-compliant | 171 | 96% |
| JDEUX | JPMorgan U.S. Research Enhanced Equity Fund· JPMorgan Trust I | Non-compliant | 171 | 96% |
| JDEZX | PGIM Jennison Global Equity Income Fund· Prudential Investment Portfolios, Inc. 10 | Non-compliant | 48 | 91% |
| JDFAX | Janus Henderson Flexible Bond Fund· Janus Investment Fund | Non-compliant | 626 | 50% |
| JDFNX | Janus Henderson Flexible Bond Fund· Janus Investment Fund | Non-compliant | 626 | 50% |
| JDFRX | Janus Henderson Flexible Bond Fund· Janus Investment Fund | Non-compliant | 626 | 50% |
| JDHCX | Janus Henderson High-Yield Fund· Janus Investment Fund | Non-compliant | 186 | 30% |
| JDHYX | Janus Henderson High-Yield Fund· Janus Investment Fund | Non-compliant | 186 | 33% |
| JDIAX | Janus Henderson Overseas Fund· Janus Investment Fund | Non-compliant | 58 | 97% |
| JDIBX | Disciplined Value International Fund· John Hancock Investment Trust | Non-compliant | 93 | 88% |
| JDICX | Disciplined Value International Fund· John Hancock Investment Trust | Non-compliant | 93 | 88% |
| JDINX | Janus Henderson Overseas Fund· Janus Investment Fund | Non-compliant | 58 | 97% |
| JDIRX | Janus Henderson Overseas Fund· Janus Investment Fund | Non-compliant | 58 | 97% |
| JDISX | Disciplined Value International Fund· John Hancock Investment Trust | Non-compliant | 91 | 82% |
| JDITX | Disciplined Value International Fund· John Hancock Investment Trust | Non-compliant | 93 | 88% |
| JDIUX | Disciplined Value International Fund· John Hancock Investment Trust | Non-compliant | 93 | 88% |
| JDIV | JPMorgan Dividend Leaders ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 97 | 96% |
| JDIVX | Disciplined Value International Fund· John Hancock Investment Trust | Non-compliant | 93 | 88% |
| JDJAX | Diversified Macro Fund· John Hancock Investment Trust | Non-compliant | 772 | 94% |
| JDJCX | Diversified Macro Fund· John Hancock Investment Trust | Non-compliant | 772 | 94% |
| JDJIX | Diversified Macro Fund· John Hancock Investment Trust | Non-compliant | 772 | 94% |
| JDJRX | Diversified Macro Fund· John Hancock Investment Trust | Non-compliant | 772 | 94% |
| JDMAX | Janus Henderson Enterprise Fund· Janus Investment Fund | Non-compliant | 99 | 84% |
| JDMNX | Janus Henderson Enterprise Fund· Janus Investment Fund | Non-compliant | 99 | 85% |
| JDMRX | Janus Henderson Enterprise Fund· Janus Investment Fund | Non-compliant | 99 | 85% |
| JDNAX | Janus Henderson Growth and Income Fund· Janus Investment Fund | Non-compliant | 71 | 100% |
| JDNNX | Janus Henderson Growth and Income Fund· Janus Investment Fund | Non-compliant | 71 | 100% |
| JDNRX | Janus Henderson Growth and Income Fund· Janus Investment Fund | Non-compliant | 71 | 100% |
| JDOC | JPMorgan Healthcare Leaders ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 61 | 91% |
| JDPAX | Janus Henderson Mid Cap Value Fund· Janus Investment Fund | Non-compliant | 75 | 90% |
| JDPNX | Janus Henderson Mid Cap Value Fund· Janus Investment Fund | Non-compliant | 75 | 90% |
| JDPRX | Janus Henderson Mid Cap Value Fund· Janus Investment Fund | Non-compliant | 75 | 90% |
| JDRVX | PGIM Government Income Fund· Prudential Investment Portfolios, Inc. 14 | Non-compliant | 344 | 92% |
| JDSAX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JDSCX | JPMorgan Small Cap Blend Fund· JPMorgan Trust I | Non-compliant | 251 | 77% |
| JDSNX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JDSRX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JDTRX | PGIM Short-Term Corporate Bond Fund· Prudential Short-Term Corporate Bond Fund, Inc. | Non-compliant | 651 | 55% |
| JDURX | PGIM Jennison Utility Fund· Prudential Sector Funds, Inc. | Non-compliant | 31 | 97% |
| JDVAX | JPMorgan Diversified Fund· JPMorgan Trust I | Non-compliant | 1,196 | 61% |
| JDVCX | JPMorgan Diversified Fund· JPMorgan Trust I | Non-compliant | 1,196 | 61% |
| JDVFX | Disciplined Value Fund· John Hancock Funds III | Non-compliant | 80 | 97% |
30,302 funds · page 89 of 304