30,394 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
- 30,394
- Reached a verdict
- 18,546
- Compliant
- 287
- Could not be decided
- 11,848
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 |
|---|---|---|---|---|
| MBOIX | Madison Core Bond Fund· MADISON FUNDS | Non-compliant | 386 | 86% |
| MBORX | Madison Core Bond Fund· MADISON FUNDS | Non-compliant | 386 | 86% |
| MBOVX | M Large Cap Value Fund· M FUND INC | Non-compliant | 221 | 95% |
| MBOX | Freedom Day Dividend ETF· EA Series Trust | Non-compliant | 44 | 84% |
| MBOYX | Madison Core Bond Fund· MADISON FUNDS | Non-compliant | 386 | 86% |
| MBRRX | MFS Corporate Bond Fund· MFS Series Trust IX | Non-compliant | 430 | 51% |
| MBS | Angel Oak Mortgage-Backed Securities ETF· Angel Oak | Non-compliant | 130 | 36% |
| MBSAX | Multisector Bond SMA Completion Portfolio· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 292 | 38% |
| MBSD | FlexShares Disciplined Duration MBS Index Fund· FlexShares Trust | Non-compliant | 484 | 100% |
| MBSF | REGAN FLOATING RATE MBS ETF· Valued Advisers Trust | Non-compliant | 429 | 100% |
| MBSX | Regan Fixed Rate MBS ETF· Advisor Managed Portfolios | Non-compliant | 88 | 99% |
| MBXAX | Catalyst/Millburn Hedge Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 6,563 | 38% |
| MBXCX | Catalyst/Millburn Hedge Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 6,563 | 38% |
| MBXFX | Catalyst/Millburn Hedge Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 6,563 | 38% |
| MBXIX | Catalyst/Millburn Hedge Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 6,563 | 38% |
| MCBCX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBDX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MCBEX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBFX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBGX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBHX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBJX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBKX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBLX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MCBMX | MFS Core Bond Fund· MFS Series Trust XII | Non-compliant | 318 | 60% |
| MCBNX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MCBVX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MCBYX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MCBZX | Core Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 198 | 61% |
| MCCRX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MCCVX | NYLIM MacKay Convertible Fund· NYLIM FUNDS | Non-compliant | 111 | 77% |
| MCDFX | Matthews China Dividend Fund· Matthews International Funds | Non-compliant | 42 | 70% |
| MCDIX | Credit Series· Manning & Napier Fund, Inc. | Non-compliant | 159 | 33% |
| MCDS | JPMorgan Fundamental Data Science Mid Core ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 205 | 91% |
| MCDSX | Credit Series· Manning & Napier Fund, Inc. | Non-compliant | 159 | 33% |
| MCDWX | Credit Series· Manning & Napier Fund, Inc. | Non-compliant | 159 | 33% |
| MCECX | ClearBridge Emerging Markets Fund· Legg Mason Global Asset Management Trust | Non-compliant | 62 | 88% |
| MCEIX | ClearBridge Emerging Markets Fund· Legg Mason Global Asset Management Trust | Non-compliant | 62 | 88% |
| MCEMX | ClearBridge Emerging Markets Fund· Legg Mason Global Asset Management Trust | Non-compliant | 62 | 88% |
| MCFAX | Miller Convertible Bond Fund· Miller Investment Trust | Non-compliant | 50 | 56% |
| MCFCX | Miller Convertible Bond Fund· Miller Investment Trust | Non-compliant | 50 | 56% |
| MCFIX | Mercer Core Fixed Income Fund· Mercer Funds | Non-compliant | 2,065 | 65% |
| MCFQX | Mercer Core Fixed Income Fund· Mercer Funds | Non-compliant | 2,065 | 65% |
| MCFVX | Mercer Core Fixed Income Fund· Mercer Funds | Non-compliant | 2,065 | 65% |
| MCFWX | Mercer Core Fixed Income Fund· Mercer Funds | Non-compliant | 2,065 | 65% |
| MCGAX | Transamerica Mid Cap Growth· TRANSAMERICA FUNDS | Non-compliant | 38 | 93% |
| MCGFX | AMG GW&K Small Cap Growth Fund· AMG Funds IV | Non-compliant | 88 | 84% |
| MCGIX | AMG GW&K Small Cap Growth Fund· AMG Funds IV | Non-compliant | 88 | 84% |
| MCH | Matthews China Active ETF· Matthews International Funds | Non-compliant | 56 | 85% |
| MCHFX | Matthews China Fund· Matthews International Funds | Non-compliant | 55 | 86% |
| MCHI | iShares MSCI China ETF· iShares Trust | Non-compliant | 581 | 91% |
| MCIFX | Miller Convertible Bond Fund· Miller Investment Trust | Non-compliant | 50 | 56% |
| MCIMX | Victory Integrity Mid-Cap Value Fund· Victory Portfolios | Non-compliant | 119 | 89% |
| MCINX | NYLIM MacKay Convertible Fund· NYLIM FUNDS | Non-compliant | 111 | 77% |
| MCISX | Victory Trivalent International Small-Cap Fund· Victory Portfolios | Non-compliant | 238 | 83% |
| MCMVX | MONONGAHELA ALL CAP VALUE FUND· FORUM FUNDS | Non-compliant | 47 | 85% |
| MCN | XAI Madison Equity Premium Income Fund | Non-compliant | 81 | 90% |
| MCNVX | NYLIM MacKay Convertible Fund· NYLIM FUNDS | Non-compliant | 111 | 77% |
| MCOAX | NYLIM MacKay Convertible Fund· NYLIM FUNDS | Non-compliant | 111 | 77% |
| MCOW | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF· Pacer Funds Trust | Non-compliant | 78 | 94% |
| MCPRX | MFS Mid Cap Growth Fund· MFS Series Trust IV | Non-compliant | 106 | 91% |
| MCRTX | Morgan Stanley Insight Fund | Non-compliant | 43 | 77% |
| MCRYX | Ultra-Short Strategy Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 29 | 19% |
| MCSAX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSCX | M3Sixty Small Cap Growth Fund· 360 Funds | Non-compliant | 95 | 89% |
| MCSDX | NYLIM WMC Enduring Capital Fund· NYLIM FUNDS | Non-compliant | 31 | 95% |
| MCSFX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSHX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSIX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSNX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSOX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSQX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSRX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSSX | NYLIM WMC Enduring Capital Fund· NYLIM FUNDS | Non-compliant | 31 | 95% |
| MCSTX | MFS Commodity Strategy Fund· MFS SERIES TRUST XV | Non-compliant | 385 | 40% |
| MCSVX | NYLIM MacKay Convertible Fund· NYLIM FUNDS | Non-compliant | 111 | 77% |
| MCTDX | Modern Capital Tactical Income Fund· Modern Capital Funds Trust | Non-compliant | 62 | 15% |
| MCTOX | Modern Capital Tactical Income Fund· Modern Capital Funds Trust | Non-compliant | 62 | 15% |
| MCTRX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MCVAX | Transamerica Mid Cap Value Opportunities· TRANSAMERICA FUNDS | Non-compliant | 70 | 88% |
| MCVCX | Transamerica Mid Cap Value Opportunities· TRANSAMERICA FUNDS | Non-compliant | 70 | 88% |
| MCVIX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MCVRX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MCVSX | Victory Integrity Small-Cap Value Fund· Victory Portfolios | Non-compliant | 130 | 80% |
| MCYAX | NYLIM Candriam Emerging Markets Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 132 | 86% |
| MCYCX | NYLIM Candriam Emerging Markets Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 132 | 86% |
| MCYIX | NYLIM Candriam Emerging Markets Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 132 | 86% |
| MCYSX | NYLIM Candriam Emerging Markets Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 132 | 86% |
| MCYVX | NYLIM Candriam Emerging Markets Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 132 | 86% |
| MCZRX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MCZZX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MDBFX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDBLX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDBRX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDBSX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDBYX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDBZX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDCEX | Matisse Discounted Closed-End Fund Strategy· Starboard Investment Trust | Non-compliant | 30 | 7% |
| MDCIX | Madison Mid Cap Fund· MADISON FUNDS | Non-compliant | 38 | 92% |
| MDDAX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
30,394 funds · page 106 of 304