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
- 18,537
- 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 |
|---|---|---|---|---|
| MOWNX | Moerus Worldwide Fund· Northern Lights Fund Trust IV | Non-compliant | 43 | 86% |
| MPAIX | Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 87% |
| MPBAX | Global Strategist Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 1,587 | 70% |
| MPBFX | BNY Mellon Bond Fund· BNY MELLON FUNDS TRUST | Non-compliant | 305 | 72% |
| MPBLX | BNY Mellon Asset Allocation Fund· BNY MELLON FUNDS TRUST | Non-compliant | 614 | 60% |
| MPEGX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MPEMX | Mondrian Emerging Markets Value Equity Fund· GALLERY TRUST | Non-compliant | 61 | 79% |
| MPFDX | Corporate Bond Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 329 | 49% |
| MPGFX | Mairs & Power Fund· Trust for Professional Managers | Non-compliant | 48 | 97% |
| MPGVX | Mondrian Global Equity Value Fund· GALLERY TRUST | Non-compliant | 61 | 95% |
| MPHAX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPHLX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPHNX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPHRX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPHSX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPHUX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPHVX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPHZX | MML Barings High Yield Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 314 | 25% |
| MPIBX | BNY Mellon Intermediate Bond Fund· BNY MELLON FUNDS TRUST | Non-compliant | 101 | 81% |
| MPIEX | Mondrian International Value Equity Fund· GALLERY TRUST | Non-compliant | 53 | 91% |
| MPISX | BNY Mellon Income Stock Fund· BNY MELLON FUNDS TRUST | Non-compliant | 60 | 90% |
| MPITX | BNY Mellon International Fund· BNY MELLON FUNDS TRUST | Non-compliant | 81 | 90% |
| MPLAX | PRAXIS INTERNATIONAL INDEX FUND· Praxis Mutual Funds | Non-compliant | 472 | 83% |
| MPLIX | PRAXIS INTERNATIONAL INDEX FUND· Praxis Mutual Funds | Non-compliant | 472 | 83% |
| MPLY | Monopoly ETF· Strategy Shares | Non-compliant | 100 | 96% |
| MPMCX | BNY Mellon Mid Cap Multi-Strategy Fund· BNY MELLON FUNDS TRUST | Non-compliant | 574 | 89% |
| MPSAX | MML Barings Inflation-Protected and Income Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 223 | 29% |
| MPSDX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MPSIX | MidCap S&P 400 Index Fund· Principal Funds, Inc | Non-compliant | 404 | 86% |
| MPSSX | BNY Mellon Small Cap Multi-Strategy Fund· BNY MELLON FUNDS TRUST | Non-compliant | 162 | 84% |
| MQGIX | MFS International Growth Fund· MFS SERIES TRUST X | Non-compliant | 86 | 95% |
| MQIFX | Franklin Mutual Quest Fund· Franklin Mutual Series Funds | Non-compliant | 97 | 77% |
| MQLBX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MQLCX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MQLFX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MQLGX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MQLHX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MQLIX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MQLJX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MQLKX | MFS Limited Maturity Fund· MFS Series Trust IX | Non-compliant | 394 | 49% |
| MRAGX | Meridian Growth Fund· Meridian Fund Inc | Non-compliant | 91 | 82% |
| MRAL | GraniteShares 2x Long MARA Daily ETF· GraniteShares ETF Trust | Non-compliant | 6 | 58% |
| MRASX | Cromwell CenterSquare Real Estate Fund· Total Fund Solution | Non-compliant | 60 | 86% |
| MRBBX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRBCX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRBFX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRBGX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRBHX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRBIX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRBJX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRBKX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRCGX | Meridian Growth Fund· Meridian Fund Inc | Non-compliant | 91 | 82% |
| MRCP | PGIM S&P 500 Buffer 12 ETF - March· PGIM Rock ETF Trust | Non-compliant | 5 | 99% |
| MRERX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 173 | 97% |
| MRESX | Cromwell CenterSquare Real Estate Fund· Total Fund Solution | Non-compliant | 60 | 86% |
| MRFIX | MFS Research Fund· MFS Series Trust V | Non-compliant | 99 | 96% |
| MRFOX | MARSHFIELD CONCENTRATED OPPORTUNITY FUND· Ultimus Managers Trust | Non-compliant | 19 | 67% |
| MRGAX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 172 | 96% |
| MRGBX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 173 | 97% |
| MRGCX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 173 | 97% |
| MRGEX | EMERGING MARKETS PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 83 | 95% |
| MRGGX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 173 | 97% |
| MRGHX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 172 | 96% |
| MRGJX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 173 | 97% |
| MRGKX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 173 | 97% |
| MRGR | ProShares Merger ETF· ProShares Trust | Non-compliant | 99 | 77% |
| MRGRX | MFS Core Equity Fund· MFS SERIES TRUST I | Non-compliant | 173 | 97% |
| MRHYX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MRIBX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRICX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRIGX | Meridian Growth Fund· Meridian Fund Inc | Non-compliant | 91 | 82% |
| MRIMX | Victory Integrity Mid-Cap Value Fund· Victory Portfolios | Non-compliant | 119 | 89% |
| MRLIX | AMG Renaissance Large Cap Growth Fund· AMG Funds | Non-compliant | 58 | 97% |
| MRLSX | AMG Renaissance Large Cap Growth Fund· AMG Funds | Non-compliant | 58 | 97% |
| MRLTX | AMG Renaissance Large Cap Growth Fund· AMG Funds | Non-compliant | 58 | 97% |
| MRNPX | International Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 40 | 94% |
| MRRGX | Meridian Growth Fund· Meridian Fund Inc | Non-compliant | 91 | 82% |
| MRRRX | MFS Total Return Bond Fund· MFS Series Trust IX | Non-compliant | 1,082 | 57% |
| MRSAX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRSGX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRSHX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRSIX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRSJX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRSKX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRSRX | MFS Research International Fund· MFS SERIES TRUST I | Non-compliant | 122 | 96% |
| MRVSX | Victory Integrity Small-Cap Value Fund· Victory Portfolios | Non-compliant | 130 | 80% |
| MSAAX | Passport Overseas Equity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 92 | 93% |
| MSACX | Passport Overseas Equity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 92 | 93% |
| MSALX | International Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 34 | 95% |
| MSAQX | Asia Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 37 | 96% |
| MSAUX | Asia Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 37 | 96% |
| MSAWX | Asia Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 37 | 96% |
| MSAYX | Asia Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 37 | 96% |
| MSBOX | Corporate Bond Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 329 | 49% |
| MSBQX | American Resilience Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 28 | 100% |
| MSBVX | American Resilience Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 28 | 100% |
| MSBWX | American Resilience Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 28 | 100% |
| MSBYX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSCDX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MSCFX | Mairs & Power Small Cap Fund· Trust for Professional Managers | Non-compliant | 42 | 90% |
30,394 funds · page 113 of 304