30,352 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 |
|---|---|---|---|---|
| LCEYX | Invesco Diversified Dividend Fund· AIM Equity Funds (Invesco Equity Funds) | Non-compliant | 76 | 93% |
| LCF | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF· Touchstone ETF Trust | Non-compliant | 46 | 96% |
| LCFLX | Lord Abbett Focused Large Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 29 | 96% |
| LCFPX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 72% |
| LCFRX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 72% |
| LCFSX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 72% |
| LCFTX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 72% |
| LCFVX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 72% |
| LCFYX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 72% |
| LCG | Sterling Capital Focus Equity ETF· Northern Lights Fund Trust IV | Non-compliant | 21 | 100% |
| LCGFX | William Blair Large Cap Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 42 | 93% |
| LCGJX | William Blair Large Cap Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 42 | 93% |
| LCGNX | William Blair Large Cap Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 42 | 93% |
| LCGRX | Loomis Sayles Small Cap Growth Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 97 | 86% |
| LCIAX | SIIT LARGE CAP INDEX FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 999 | 95% |
| LCILX | ClearBridge Sustainability Leaders Fund· Legg Mason Partners Investment Trust | Non-compliant | 61 | 93% |
| LCISX | ClearBridge Sustainability Leaders Fund· Legg Mason Partners Investment Trust | Non-compliant | 61 | 93% |
| LCLAX | ClearBridge Select Fund· Legg Mason Partners Investment Trust | Non-compliant | 88 | 92% |
| LCLCX | ClearBridge Select Fund· Legg Mason Partners Investment Trust | Non-compliant | 88 | 92% |
| LCLG | Logan Capital Large Cap Growth ETF· Advisors Series Trust | Non-compliant | 56 | 95% |
| LCLIX | ClearBridge Large Cap Value Fund· Legg Mason Partners Investment Trust | Non-compliant | 57 | 95% |
| LCMCX | Leader Capital Short Term High Yield Bond Fund· Leader Funds Trust | Non-compliant | 74 | 10% |
| LCMGX | Lord Abbett Micro-Cap Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 86 | 67% |
| LCMIX | ClearBridge Mid Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 77 | 95% |
| LCMMX | ClearBridge Large Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 42 | 87% |
| LCMNX | Miller Income Fund· Advisor Managed Portfolios | Non-compliant | 39 | 76% |
| LCMRX | ClearBridge Mid Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 77 | 95% |
| LCO | LOGIQ Contrarian Opportunities ETF· Tidal Trust IV | Non-compliant | 76 | 59% |
| LCOW | Pacer S&P 500 Quality FCF Aristocrats ETF· Pacer Funds Trust | Non-compliant | 101 | 94% |
| LCPTX | Loomis Sayles Core Plus Bond Fund· Natixis Funds Trust I | Non-compliant | 795 | 72% |
| LCRAX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRCX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRFX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCROX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRQX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRRX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRSX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRTX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRVX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCRYX | Lord Abbett Core Fixed Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 520 | 58% |
| LCSAX | LoCorr Long/Short Commodities Strategy Fund· LoCorr Investment Trust | Non-compliant | 125 | 56% |
| LCSCX | LoCorr Long/Short Commodities Strategy Fund· LoCorr Investment Trust | Non-compliant | 125 | 56% |
| LCSIX | LoCorr Long/Short Commodities Strategy Fund· LoCorr Investment Trust | Non-compliant | 125 | 56% |
| LCSMX | ClearBridge SMASh Series EM Fund· Legg Mason Global Asset Management Trust | Non-compliant | 36 | 88% |
| LCSSX | ClearBridge Select Fund· Legg Mason Partners Investment Trust | Non-compliant | 88 | 92% |
| LCSTX | ClearBridge Sustainability Leaders Fund· Legg Mason Partners Investment Trust | Non-compliant | 61 | 93% |
| LCTIX | Leader Capital High Quality Income Fund· Leader Funds Trust | Non-compliant | 152 | 12% |
| LCTRX | Leader Capital High Quality Income Fund· Leader Funds Trust | Non-compliant | 152 | 12% |
| LDCAX | Lord Abbett Short Duration Core Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 468 | 44% |
| LDCCX | Lord Abbett Short Duration Core Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 468 | 44% |
| LDCFX | Lord Abbett Short Duration Core Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 468 | 44% |
| LDCRX | Lord Abbett Short Duration Core Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 468 | 44% |
| LDCVX | Lord Abbett Short Duration Core Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 468 | 44% |
| LDFOX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LDFVX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LDLAX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LDLFX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LDLKX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LDLQX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LDLRX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LDLTX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LDLVX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LDMIX | Lazard Developing Markets Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 64 | 84% |
| LDMOX | Lazard Developing Markets Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 64 | 84% |
| LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | Non-compliant | 278 | 76% |
| LDRAX | SIIT LONG DURATION FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 1,033 | 67% |
| LDRX | SGI Enhanced Market Leaders ETF· RBB Fund, Inc. | Non-compliant | 102 | 97% |
| LDUR | PIMCO Enhanced Low Duration Active Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 925 | 41% |
| LDVAX | AXS FTSE Venture Capital Return Tracker Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 148 | 88% |
| LDVCX | AXS FTSE Venture Capital Return Tracker Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 148 | 88% |
| LDVIX | AXS FTSE Venture Capital Return Tracker Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 148 | 88% |
| LEAD | Siren DIVCON Leaders Dividend ETF· Siren ETF Trust | Non-compliant | 39 | 78% |
| LEAIX | Lazard Emerging Markets Equity Advantage Portfolio· LAZARD FUNDS INC | Non-compliant | 228 | 87% |
| LEAOX | Lazard Emerging Markets Equity Advantage Portfolio· LAZARD FUNDS INC | Non-compliant | 228 | 87% |
| LEDCX | Lord Abbett Emerging Markets Corporate Debt Fund· LORD ABBETT GLOBAL FUND INC | Non-compliant | 121 | 22% |
| LEGAX | Columbia Cornerstone Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 56 | 97% |
| LEGCX | Columbia Cornerstone Growth Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 56 | 97% |
| LEGNX | VOYA GNMA INCOME FUND· Voya Funds Trust | Non-compliant | 811 | 100% |
| LEGR | First Trust Indxx Innovative Transaction & Process ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 106 | 94% |
| LEICX | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. | Non-compliant | 54 | 93% |
| LEIFX | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. | Non-compliant | 54 | 93% |
| LEINX | VOYA GNMA INCOME FUND· Voya Funds Trust | Non-compliant | 811 | 100% |
| LEISX | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. | Non-compliant | 54 | 93% |
| LEMB | iShares J.P. Morgan EM Local Currency Bond ETF· iShares, Inc. | Non-compliant | 487 | 8% |
| LEND | SEI High Yield Bond & Alternative Credit ETF· SEI EXCHANGE TRADED FUNDS | Non-compliant | 1,396 | 24% |
| LENS | Sarmaya Thematic ETF· EA Series Trust | Non-compliant | 44 | 72% |
| LEVIX | Lazard US Equity Concentrated Portfolio· LAZARD FUNDS INC | Non-compliant | 21 | 99% |
| LEVOX | Lazard US Equity Concentrated Portfolio· LAZARD FUNDS INC | Non-compliant | 21 | 99% |
| LEXNX | VOYA GNMA INCOME FUND· Voya Funds Trust | Non-compliant | 811 | 100% |
| LFEIX | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. | Non-compliant | 54 | 93% |
| LFFLX | Lord Abbett Focused Large Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 29 | 96% |
| LFGAX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGCX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGFX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGIX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGOX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGQX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGSX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGTX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
| LFGVX | Lord Abbett Focused Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 36 | 94% |
30,352 funds · page 99 of 304