30,326 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 |
|---|---|---|---|---|
| AHIFX | American High Income Trust | Non-compliant | 1,092 | 30% |
| AHIIX | High Income Fund· American Century Investment Trust | Non-compliant | 1,374 | 28% |
| AHITX | American High Income Trust | Non-compliant | 1,092 | 30% |
| AHIVX | High Income Fund· American Century Investment Trust | Non-compliant | 1,374 | 28% |
| AHIYX | Invesco High Yield Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 286 | 23% |
| AHLAX | American Beacon AHL Managed Futures Strategy Fund· AMERICAN BEACON FUNDS | Non-compliant | 684 | 83% |
| AHLCX | American Beacon AHL Managed Futures Strategy Fund· AMERICAN BEACON FUNDS | Non-compliant | 684 | 83% |
| AHLIX | American Beacon AHL Managed Futures Strategy Fund· AMERICAN BEACON FUNDS | Non-compliant | 684 | 83% |
| AHLPX | American Beacon AHL Managed Futures Strategy Fund· AMERICAN BEACON FUNDS | Non-compliant | 684 | 83% |
| AHLT | American Beacon AHL Trend ETF· AMERICAN BEACON SELECT FUNDS | Non-compliant | 279 | 89% |
| AHLYX | American Beacon AHL Managed Futures Strategy Fund· AMERICAN BEACON FUNDS | Non-compliant | 684 | 83% |
| AHMAX | American Beacon AHL Multi-Alternatives Fund· AMERICAN BEACON FUNDS | Non-compliant | 481 | 86% |
| AHMCX | American Beacon AHL Multi-Alternatives Fund· AMERICAN BEACON FUNDS | Non-compliant | 481 | 86% |
| AHMRX | American Beacon AHL Multi-Alternatives Fund· AMERICAN BEACON FUNDS | Non-compliant | 481 | 86% |
| AHMYX | American Beacon AHL Multi-Alternatives Fund· AMERICAN BEACON FUNDS | Non-compliant | 481 | 86% |
| AHSAX | ALGER HEALTH SCIENCES FUND· ALGER FUNDS | Non-compliant | 55 | 85% |
| AHSCX | ALGER HEALTH SCIENCES FUND· ALGER FUNDS | Non-compliant | 55 | 85% |
| AHSZX | ALGER HEALTH SCIENCES FUND· ALGER FUNDS | Non-compliant | 55 | 85% |
| AHTAX | American Beacon AHL TargetRisk Fund· AMERICAN BEACON FUNDS | Non-compliant | 157 | 75% |
| AHTCX | American High Income Trust | Non-compliant | 1,092 | 30% |
| AHTFX | American High Income Trust | Non-compliant | 1,092 | 30% |
| AHTIX | American Beacon AHL TargetRisk Fund· AMERICAN BEACON FUNDS | Non-compliant | 157 | 75% |
| AHTPX | American Beacon AHL TargetRisk Fund· AMERICAN BEACON FUNDS | Non-compliant | 157 | 75% |
| AHTYX | American Beacon AHL TargetRisk Fund· AMERICAN BEACON FUNDS | Non-compliant | 157 | 75% |
| AHYB | American Century Select High Yield ETF· American Century ETF Trust | Non-compliant | 611 | 26% |
| AHYCX | Invesco High Yield Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 286 | 23% |
| AHYDX | High-Yield Fund· American Century Investment Trust | Non-compliant | 310 | 28% |
| AHYHX | High-Yield Fund· American Century Investment Trust | Non-compliant | 310 | 28% |
| AHYLX | High-Yield Fund· American Century Investment Trust | Non-compliant | 310 | 28% |
| AHYRX | High-Yield Fund· American Century Investment Trust | Non-compliant | 310 | 28% |
| AHYVX | High-Yield Fund· American Century Investment Trust | Non-compliant | 310 | 28% |
| AIA | iShares Asia 50 ETF· iShares Trust | Non-compliant | 61 | 100% |
| AIADX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AIAFX | abrdn Global Infrastructure Fund· abrdn Funds | Non-compliant | 58 | 89% |
| AIAGX | abrdn Real Estate Fund· abrdn Funds | Non-compliant | 28 | 90% |
| AIAHX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AIANX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AIARX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AIAVX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AIAYX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AIBAX | Intermediate Bond Fund of America | Non-compliant | 3,127 | 55% |
| AIBBX | Aristotle Small Cap Equity Fund· Aristotle Fund Series Trust | Non-compliant | 99 | 71% |
| AIBNX | Bond Fund· Cavanal Hill Funds | Non-compliant | 161 | 60% |
| AIBU | Direxion Daily AI and Big Data Bull 2X Shares· Direxion Shares ETF Trust | Non-compliant | 39 | 70% |
| AICCX | Investment Co of America | Non-compliant | 161 | 94% |
| AICFX | Investment Co of America | Non-compliant | 161 | 94% |
| AICGX | Disciplined Value Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 194 | 93% |
| AICRX | Disciplined Value Fund· American Century Quantitative Equity Funds, Inc. | Non-compliant | 194 | 93% |
| AIEAX | American Beacon International Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 159 | 93% |
| AIECX | Invesco EQV International Equity Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 82 | 85% |
| AIEMX | ALGER EMERGING MARKETS FUND· ALGER FUNDS II | Non-compliant | 41 | 92% |
| AIENX | Strategic Enhanced Yield Fund· Cavanal Hill Funds | Non-compliant | 100 | 77% |
| AIERX | Invesco EQV International Equity Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 82 | 85% |
| AIEVX | Invesco EQV International Equity Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 82 | 85% |
| AIFAX | Alger AI Enablers & Adopters Fund· ALGER FUNDS | Non-compliant | 72 | 85% |
| AIFD | TCW Artificial Intelligence ETF· TCW ETF Trust | Non-compliant | 34 | 92% |
| AIFFX | Aristotle International Equity Fund· Aristotle Fund Series Trust | Non-compliant | 41 | 85% |
| AIFIX | Alger AI Enablers & Adopters Fund· ALGER FUNDS | Non-compliant | 72 | 85% |
| AIFRX | abrdn Global Infrastructure Fund· abrdn Funds | Non-compliant | 58 | 89% |
| AIGGX | Aristotle Growth Equity Fund· Aristotle Fund Series Trust | Non-compliant | 46 | 97% |
| AIGIX | Alger International Opportunities Fund· ALGER FUNDS | Non-compliant | 45 | 96% |
| AIGOX | Alger Growth & Income Portfolio· ALGER PORTFOLIOS | Non-compliant | 81 | 95% |
| AIGYX | abrdn Real Estate Fund· abrdn Funds | Non-compliant | 28 | 90% |
| AIHHX | Aristotle Small/Mid Cap Equity Fund· Aristotle Fund Series Trust | Non-compliant | 105 | 74% |
| AIIEX | Invesco EQV International Equity Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 82 | 85% |
| AIISX | Virtus International Small-Cap Fund· Virtus Strategy Trust | Non-compliant | 139 | 73% |
| AIIYX | Invesco EQV International Equity Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 82 | 85% |
| AILCX | American Beacon International Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 159 | 93% |
| AILIX | Hedged Equity Income Fund· Cavanal Hill Funds | Non-compliant | 72 | 98% |
| AILLX | Aristotle Core Equity Fund· Aristotle Fund Series Trust | Non-compliant | 56 | 96% |
| AIMOX | AQR International Momentum Style Fund· AQR Funds | Non-compliant | 286 | 95% |
| AIMS | Acuitas Small Cap Active ETF· Series Portfolios Trust | Non-compliant | 284 | 79% |
| AINGX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AINIX | Ariel International Fund· Ariel Investment Trust | Non-compliant | 66 | 91% |
| AINOX | Inflation-Adjusted Bond Fund· American Century Government Income Trust | Non-compliant | 152 | 82% |
| AINP | Allspring Income Plus ETF· ALLSPRING EXCHANGE-TRADED FUNDS TRUST | Non-compliant | 421 | 48% |
| AINTX | Ariel International Fund· Ariel Investment Trust | Non-compliant | 66 | 91% |
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | Non-compliant | 101 | 85% |
| AIOAX | Columbia Income Opportunities Fund· Columbia Funds Series Trust II | Non-compliant | 486 | 23% |
| AIOCX | International Opportunities Fund· American Century World Mutual Funds, Inc. | Non-compliant | 120 | 80% |
| AIOIX | International Opportunities Fund· American Century World Mutual Funds, Inc. | Non-compliant | 120 | 80% |
| AIONX | AQR International Momentum Style Fund· AQR Funds | Non-compliant | 286 | 95% |
| AIOOX | Aristotle Saul/Global Equity Fund· Aristotle Fund Series Trust | Non-compliant | 49 | 88% |
| AIORX | International Opportunities Fund· American Century World Mutual Funds, Inc. | Non-compliant | 120 | 80% |
| AIPO | Defiance AI & Power Infrastructure ETF· Tidal Trust II | Non-compliant | 76 | 92% |
| AIQ | Global X Artificial Intelligence & Technology ETF· GLOBAL X FUNDS | Non-compliant | 89 | 97% |
| AIQQX | Aristotle Value Equity Fund· Aristotle Fund Series Trust | Non-compliant | 47 | 87% |
| AIRR | First Trust RBA American Industrial Renaissance ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 53 | 86% |
| AISBX | Aristotle Small Cap Equity Fund· Aristotle Fund Series Trust | Non-compliant | 99 | 71% |
| AISHX | Aristotle Small/Mid Cap Equity Fund· Aristotle Fund Series Trust | Non-compliant | 105 | 74% |
| AISTX | Limited Duration Fund· Cavanal Hill Funds | Non-compliant | 128 | 57% |
| AISZX | ALGER SMALL CAP GROWTH INSTITUTIONAL FUND· ALGER INSTITUTIONAL FUNDS | Non-compliant | 111 | 80% |
| AIVBX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| AIVC | Amplify Bloomberg AI Equal Weight ETF· Amplify ETF Trust | Non-compliant | 47 | 84% |
| AIVCX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| AIVEX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| AIVFX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| AIVGX | American Funds International Vantage Fund | Non-compliant | 131 | 93% |
| AIVI | WisdomTree International AI Enhanced Value Fund· WisdomTree Trust | Non-compliant | 141 | 93% |
| AIVIX | AB International Value Fund· AB TRUST | Non-compliant | 138 | 95% |
30,326 funds · page 9 of 304