30,417 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
- 30,417
- Reached a verdict
- 18,578
- Compliant
- 284
- Could not be decided
- 11,839
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 |
|---|---|---|---|---|
| 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% |
| MDDIX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDDLX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDDRX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDEV | First Trust Indxx Medical Devices ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 51 | 94% |
| MDFSX | Disciplined Value Series· Manning & Napier Fund, Inc. | Non-compliant | 127 | 94% |
| MDHAX | NYLIM MacKay Short Duration High Income Fund· NYLIM FUNDS TRUST | Non-compliant | 462 | 30% |
| MDHCX | NYLIM MacKay Short Duration High Income Fund· NYLIM FUNDS TRUST | Non-compliant | 462 | 30% |
| MDHEX | NYLIM MacKay Short Duration High Income Fund· NYLIM FUNDS TRUST | Non-compliant | 462 | 30% |
| MDHIX | NYLIM MacKay Short Duration High Income Fund· NYLIM FUNDS TRUST | Non-compliant | 462 | 30% |
| MDHVX | NYLIM MacKay Short Duration High Income Fund· NYLIM FUNDS TRUST | Non-compliant | 462 | 30% |
| MDISX | Franklin Mutual Global Discovery Fund· Franklin Mutual Series Funds | Non-compliant | 72 | 93% |
| MDIV | Multi-Asset Diversified Income Index Fund· First Trust Exchange-Traded Fund VI | Non-compliant | 125 | 52% |
| MDLV | Morgan Dempsey Large Cap Value ETF· EA Series Trust | Non-compliant | 36 | 89% |
| MDMIX | Madison Dividend Income Fund· MADISON FUNDS | Non-compliant | 38 | 98% |
| MDOAX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDOBX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDODX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDOEX | Developing Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 94% |
| MDPIX | MID-CAP PROFUND· ProFunds | Non-compliant | 410 | 31% |
| MDPL | Monarch Dividend Plus Index ETF· Northern Lights Fund Trust IV | Non-compliant | 30 | 93% |
| MDPSX | MID-CAP PROFUND· ProFunds | Non-compliant | 410 | 31% |
| MDSAX | Integrity Short Term Government Fund· INTEGRITY FUNDS | Non-compliant | 169 | 99% |
| MDSIX | Integrity Short Term Government Fund· INTEGRITY FUNDS | Non-compliant | 169 | 99% |
| MDVAX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MDVNX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDVSX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDVWX | Disciplined Value Series· Manning & Napier Fund, Inc. | Non-compliant | 127 | 94% |
| MDVYX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MDVZX | Disciplined Value Series· Manning & Napier Fund, Inc. | Non-compliant | 127 | 94% |
| MDY | State Street SPDR S&P MidCap 400SM ETF Trust· SPDR S&P MIDCAP 400 ETF TRUST | Non-compliant | 400 | 87% |
| MDYG | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF· SPDR SERIES TRUST | Non-compliant | 246 | 87% |
| MDYV | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF· SPDR SERIES TRUST | Non-compliant | 303 | 80% |
| MECAX | AMG GW&K International Small Cap Fund· AMG Funds III | Non-compliant | 73 | 68% |
| MECDX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECEX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECFX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECIX | AMG GW&K International Small Cap Fund· AMG Funds III | Non-compliant | 74 | 70% |
| MECVX | NYLIM Epoch Capital Growth Fund· NYLIM FUNDS TRUST | Non-compliant | 115 | 93% |
| MECZX | AMG GW&K International Small Cap Fund· AMG Funds III | Non-compliant | 74 | 70% |
| MEDI | Harbor Health Care ETF· Harbor ETF Trust | Non-compliant | 44 | 86% |
| MEDX | Horizon Kinetics Medical ETF· Listed Funds Trust | Non-compliant | 33 | 89% |
| MEFAX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFFX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFIX | ClearBridge Emerging Markets Fund· Legg Mason Global Asset Management Trust | Non-compliant | 62 | 88% |
| MEFNX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFOX | MEEHAN FOCUS FUND· Ultimus Managers Trust | Non-compliant | 26 | 95% |
| MEFYX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEFZX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | Non-compliant | 73 | 84% |
| MEGIX | Growth Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 32 | 82% |
| MEGMX | Matthews Emerging Markets Equity Fund· Matthews International Funds | Non-compliant | 74 | 87% |
| MEGRX | MFS Growth Fund· MFS Series Trust II | Non-compliant | 77 | 98% |
| MEGTX | Growth Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 32 | 82% |
| MEIAX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 72 | 98% |
| MEICX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 72 | 98% |
| MEIGX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 72 | 98% |
| MEIHX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEIIX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 72 | 98% |
| MEIJX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 71 | 97% |
| MEIKX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 72 | 98% |
| MELAX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MELIX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MELSX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MEM | Matthews Emerging Markets Equity Active ETF· Matthews International Funds | Non-compliant | 72 | 82% |
| MEMAX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 93 | 91% |
| MEMBX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMCX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 93 | 91% |
| MEME | Roundhill Meme Stock ETF· Roundhill ETF Trust | Non-compliant | 23 | 74% |
| MEMEX | Emerging Markets Equity Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 82 | 95% |
| MEMFX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
| MEMGX | MFS Emerging Markets Equity Fund· MFS SERIES TRUST X | Non-compliant | 99 | 93% |
30,417 funds · page 107 of 305