30,394 funds screened by look-through to their filed holdings
Browse
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
- 18,537
- Compliant
- 287
- Could not be decided
- 11,857
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 |
|---|---|---|---|---|
| MKVHX | MFS International Large Cap Value Fund· MFS Series Trust X | Non-compliant | 97 | 94% |
| MKVIX | MFS International Value Fund· MFS Series Trust X | Non-compliant | 99 | 95% |
| MLAAX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLABX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLACX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLAIX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLCPX | MainGate MLP Fund· MainGate Trust | Non-compliant | 17 | 75% |
| MLDR | Global X Intermediate-Term Treasury Ladder ETF· GLOBAL X FUNDS | Non-compliant | 68 | 100% |
| MLGRX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLINX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLMAX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLMCX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLMIX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLMRX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MLMSX | Global Core Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 41 | 100% |
| MLNAX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLNCX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLNIX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLNSX | Global Concentrated Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 22 | 100% |
| MLOAX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLOCX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLOFX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLOIX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLORX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLOZX | Cohen & Steers Future of Energy Fund, Inc.· Cohen & Steers Future of Energy Fund, INC | Non-compliant | 49 | 90% |
| MLPA | Global X MLP ETF· GLOBAL X FUNDS | Non-compliant | 20 | 71% |
| MLPAX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 37% |
| MLPDX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 30 | 17% |
| MLPEX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 48 | 33% |
| MLPFX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 48 | 33% |
| MLPGX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 36% |
| MLPI | NEOS MLP & Energy Infrastructure High Income ETF· NEOS ETF Trust | Non-compliant | 28 | 75% |
| MLPIX | MID-CAP VALUE PROFUND· ProFunds | Non-compliant | 297 | 82% |
| MLPLX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 39% |
| MLPMX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 39% |
| MLPNX | Invesco SteelPath MLP Alpha Plus Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 20 | 39% |
| MLPOX | Invesco SteelPath MLP Alpha Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 22 | 37% |
| MLPRX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 30 | 17% |
| MLPSX | MID-CAP VALUE PROFUND· ProFunds | Non-compliant | 297 | 82% |
| MLPTX | Invesco SteelPath MLP Select 40 Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 48 | 33% |
| MLPX | Global X MLP and Energy Infrastructure ETF· GLOBAL X FUNDS | Non-compliant | 29 | 81% |
| MLPZX | Invesco SteelPath MLP Income Fund· AIM Investment Funds (Invesco Investment Funds) | Non-compliant | 29 | 18% |
| MLRG | iShares Morningstar U.S. Equity ETF· iShares Trust | Non-compliant | 529 | 97% |
| MLRMX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLRRX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLRSX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLRTX | NYLIM Winslow Large Cap Growth Fund· NYLIM FUNDS | Non-compliant | 52 | 95% |
| MLVAX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVBX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVGX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVHX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVMX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVOX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVPX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVRX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLVTX | MFS Low Volatility Equity Fund· MFS SERIES TRUST I | Non-compliant | 97 | 95% |
| MLXAX | Catalyst Energy Infrastructure Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 20 | 87% |
| MLXCX | Catalyst Energy Infrastructure Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 20 | 87% |
| MLXIX | Catalyst Energy Infrastructure Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 20 | 87% |
| MMCAX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MMCBX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MMCDX | MML Barings Core Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 391 | 52% |
| MMCFX | AMG Veritas China Fund· AMG Funds I | Non-compliant | 37 | 88% |
| MMCGX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MMCRX | Madison Mid Cap Fund· MADISON FUNDS | Non-compliant | 38 | 92% |
| MMEAX | Victory Integrity Discovery Fund· Victory Portfolios | Non-compliant | 135 | 81% |
| MMECX | Victory Integrity Discovery Fund· Victory Portfolios | Non-compliant | 135 | 81% |
| MMEFX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MMELX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MMERX | — | Non-compliant | 135 | 78% |
| MMEYX | Victory Integrity Discovery Fund· Victory Portfolios | Non-compliant | 135 | 81% |
| MMFFX | MM S&P 500 Index Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 507 | 98% |
| MMGEX | MassMutual Small Cap Growth Equity Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 258 | 80% |
| MMGPX | Discovery Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 43 | 82% |
| MMGTX | Discovery Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 43 | 82% |
| MMHGX | Multi-Manager High Yield Bond Fund· Goldman Sachs Trust II | Non-compliant | 1,196 | 27% |
| MMID | MFS Active Mid Cap ETF· MFS Active Exchange Traded Funds Trust | Non-compliant | 107 | 89% |
| MMIEX | MM S&P 500 Index Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 507 | 98% |
| MMIJX | Victory Integrity Mid-Cap Value Fund· Victory Portfolios | Non-compliant | 119 | 89% |
| MMINX | MM S&P 500 Index Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 507 | 98% |
| MMITX | Multi-Manager International Equity Fund· Goldman Sachs Trust II | Non-compliant | 151 | 95% |
| MMIZX | MM S&P 500 Index Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 507 | 98% |
| MMKBX | EMERGING MARKETS PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 95% |
| MMKT | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF· Texas Capital Funds Trust | Non-compliant | 29 | 57% |
| MMMMX | Victory Integrity Discovery Fund· Victory Portfolios | Non-compliant | 135 | 81% |
| MMMPX | EMERGING MARKETS PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 95% |
| MMMSX | Victory Integrity Small/Mid-Cap Value Fund· Victory Portfolios | Non-compliant | 122 | 80% |
| MMNBX | MassMutual Diversified Value Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 224 | 95% |
| MMNGX | MassMutual Mid Cap Growth Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 189 | 92% |
| MMNJX | MassMutual Small Cap Growth Equity Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 258 | 80% |
| MMNNX | MassMutual Total Return Bond Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 560 | 64% |
| MMOBX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MMOCX | MassMutual Global Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 64 | 97% |
| MMODX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MMOGX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MMOJX | MassMutual Overseas Fund· MASSMUTUAL SELECT FUNDS | Non-compliant | 121 | 96% |
| MMOKX | MML Barings Diversified Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 343 | 23% |
| MMOOX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MMOPX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MMPCX | NYLIM WMC Value Fund· NYLIM FUNDS | Non-compliant | 66 | 98% |
30,394 funds · page 111 of 304