30,381 funds screened by look-through to their filed holdings
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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.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,381
- Reached a verdict
- 18,528
- Compliant
- 277
- Could not be decided
- 11,853
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 |
|---|---|---|---|---|
| LSVQX | LSV Small Cap Value Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 228 | 77% |
| LSVVX | LSV Conservative Value Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 196 | 95% |
| LSVZX | LSV Emerging Markets Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 297 | 77% |
| LSWWX | Loomis Sayles Global Allocation Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 485 | 74% |
| LSYAX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYCX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYFX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYIX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYNX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYQX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYSX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYTX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LSYUX | Lord Abbett Short Duration High Yield Fund· LORD ABBETT TRUST I | Non-compliant | 719 | 23% |
| LTAGX | Lord Abbett International Growth Fund· LORD ABBETT TRUST I | Non-compliant | 80 | 92% |
| LTEBX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LTEFX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LTFOX | LORD ABBETT AFFILIATED FUND INC | Non-compliant | 68 | 95% |
| LTGRX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTL | ProShares Ultra Communication Services· ProShares Trust | Non-compliant | 33 | 65% |
| LTPZ | PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund· PIMCO ETF Trust | Non-compliant | 16 | 100% |
| LTRAX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRCX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRFX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRHX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTRKX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTROX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRPX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRQX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRRX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRTX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 559 | 58% |
| LTRYX | Lord Abbett Total Return Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 599 | 53% |
| LTTI | FT Vest 20+ Year Treasury & Target Income ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 6 | 99% |
| LTUCX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUGX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUIX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUQX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTURX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTUSX | Thornburg Limited Term U.S. Government Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 150 | 85% |
| LTXCX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LTXFX | Limited Term Tax Exempt Bond Fund of America | Non-compliant | 1,992 | 9% |
| LUBAX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 644 | 37% |
| LUBFX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 644 | 37% |
| LUBIX | THRIVENT INCOME FUND· Thrivent Mutual Funds | Non-compliant | 585 | 60% |
| LUBOX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 644 | 37% |
| LUBVX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 644 | 37% |
| LUBWX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 644 | 37% |
| LUBYX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 644 | 37% |
| LUSNX | Lord Abbett Ultra Short Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 640 | 38% |
| LUTAX | Columbia U.S. Treasury Index Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 281 | 100% |
| LVAEX | LSV Value Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 150 | 93% |
| LVAFX | LSV Global Managed Volatility Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 145 | 89% |
| LVAGX | LSV Global Value Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 241 | 89% |
| LVAMX | LSV U.S. Managed Volatility Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 120 | 91% |
| LVAQX | LSV Small Cap Value Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 228 | 77% |
| LVAVX | LSV Conservative Value Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 196 | 95% |
| LVAZX | LSV Emerging Markets Equity Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 297 | 77% |
| LVDS | JPMorgan Fundamental Data Science Large Value ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 132 | 98% |
| LVFLX | Lord Abbett Focused Large Cap Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 29 | 96% |
| LVHD | Franklin U.S. Low Volatility High Dividend Index ETF· Legg Mason ETF Investment Trust | Non-compliant | 115 | 91% |
| LVHI | Franklin International Low Volatility High Dividend Index ETF· Legg Mason ETF Investment Trust | Non-compliant | 239 | 90% |
| LVITX | Western Asset Core Plus VIT Portfolio· Legg Mason Partners Variable Income Trust | Non-compliant | 959 | 67% |
| LVLGX | ClearBridge Variable Large Cap Growth Portfolio· Legg Mason Partners Variable Equity Trust | Non-compliant | 43 | 85% |
| LVOAX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOCX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOFX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 88% |
| LVOLX | SGI U.S. Large Cap Equity Fund· RBB Fund, Inc. | Non-compliant | 101 | 92% |
| LVOOX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOPX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOQX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVORX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOSX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOTX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOVX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVOYX | Lord Abbett Value Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 65 | 89% |
| LVPIX | LARGE-CAP VALUE PROFUND· ProFunds | Non-compliant | 444 | 97% |
| LVPSX | LARGE-CAP VALUE PROFUND· ProFunds | Non-compliant | 444 | 97% |
| LWACX | Western Asset Core Bond Fund· Western Asset Funds Inc | Non-compliant | 821 | 66% |
| LWAIX | Western Asset Ultra-Short Income Fund· Legg Mason Partners Income Trust | Non-compliant | 551 | 46% |
| LWARX | Western Asset Short-Term Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 507 | 48% |
| LWBOX | Western Asset Corporate Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 626 | 50% |
| LWCPX | Western Asset Core Plus Bond Fund· Western Asset Funds Inc | Non-compliant | 1,149 | 61% |
| LWHIX | Western Asset Short Duration High Income Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 26% |
| LWICX | Western Asset Inflation Indexed Plus Bond Fund· Western Asset Funds Inc | Non-compliant | 55 | 93% |
| LWMSX | Western Asset Mortgage Total Return Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 73% |
| LWSIX | Western Asset Income Fund· Legg Mason Partners Income Trust | Non-compliant | 577 | 20% |
| LWSOX | Western Asset Short-Term Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 507 | 48% |
| LWSRX | Western Asset Short Duration High Income Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 26% |
| LWSTX | Western Asset Short-Term Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 507 | 48% |
| LYFAX | AlphaCentric Life Sciences and Healthcare Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 62 | 69% |
| LYFCX | AlphaCentric Life Sciences and Healthcare Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 62 | 69% |
| LYFIX | AlphaCentric Life Sciences and Healthcare Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 62 | 69% |
| LYRBX | LYRICAL U.S. VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 33 | 95% |
| LYRCX | LYRICAL U.S. VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 33 | 95% |
| LYRIX | LYRICAL U.S. VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 33 | 95% |
| LYRNX | LYRICAL INTERNATIONAL VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 30 | 91% |
| LYRWX | LYRICAL INTERNATIONAL VALUE EQUITY FUND· Ultimus Managers Trust | Non-compliant | 30 | 91% |
| LZCOX | Lazard US Small Cap Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 86% |
| LZEMX | Lazard Emerging Markets Equity Portfolio· LAZARD FUNDS INC | Non-compliant | 89 | 85% |
| LZESX | Lazard International Equity Select Portfolio· LAZARD FUNDS INC | Non-compliant | 75 | 96% |
| LZFIX | Lazard Equity Franchise Portfolio· LAZARD FUNDS INC | Non-compliant | 31 | 99% |
30,381 funds · page 104 of 304