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
- 18,590
- Compliant
- 276
- Could not be decided
- 11,827
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 |
|---|---|---|---|---|
| MSICX | NYLIM MacKay Strategic Bond Fund· NYLIM FUNDS | Non-compliant | 725 | 38% |
| MSILX | iMGP International Fund· LITMAN GREGORY FUNDS TRUST | Non-compliant | 65 | 97% |
| MSIPX | Morgan Stanley Income Opportunities Fund | Non-compliant | 391 | 34% |
| MSIQX | INTERNATIONAL EQUITY PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 48 | 99% |
| MSIWX | Emerging Markets Leaders Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 43 | 95% |
| MSJAX | Global Endurance Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 31 | 74% |
| MSJCX | Global Endurance Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 31 | 74% |
| MSJIX | Global Endurance Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 31 | 74% |
| MSJSX | Global Endurance Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 31 | 74% |
| MSKLX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MSLC | Morgan Stanley Pathway Large Cap Equity ETF· MORGAN STANLEY PATHWAY FUNDS | Non-compliant | 788 | 95% |
| MSLLX | Passport Overseas Equity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 92 | 93% |
| MSMBX | Emerging Markets Equity Portfolio· MORGAN STANLEY VARIABLE INSURANCE FUND INC. | Non-compliant | 82 | 95% |
| MSMFX | Discovery Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 44 | 82% |
| MSMIX | NYLIM WMC Value Fund· NYLIM FUNDS | Non-compliant | 66 | 98% |
| MSML | iShares Morningstar Small-Cap ETF· iShares Trust | Non-compliant | 1,573 | 79% |
| MSMLX | Matthews Emerging Markets Small Companies Fund· Matthews International Funds | Non-compliant | 78 | 60% |
| MSMTX | Morgan Stanley Mortgage Securities Trust· MORGAN STANLEY MORTGAGE SECURITIES TRUST | Non-compliant | 666 | 53% |
| MSOAX | NYLIM WMC Enduring Capital Fund· NYLIM FUNDS | Non-compliant | 31 | 95% |
| MSOCX | International Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 40 | 94% |
| MSOIX | NYLIM WMC Enduring Capital Fund· NYLIM FUNDS | Non-compliant | 31 | 95% |
| MSOOX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MSOPX | Global Opportunity Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 38 | 94% |
| MSOS | AdvisorShares Pure US Cannabis ETF· AdvisorShares Trust | Non-compliant | 61 | 46% |
| MSPIX | NYLIM S&P 500 Index Fund· NYLIM FUNDS TRUST | Non-compliant | 509 | 99% |
| MSPRX | Advantage Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 87% |
| MSPTX | Global Insight Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 44 | 82% |
| MSQLX | INTERNATIONAL EQUITY PORTFOLIO· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 48 | 99% |
| MSRRX | MFS Research Fund· MFS Series Trust V | Non-compliant | 99 | 96% |
| MSSCX | AMG Frontier Small Cap Growth Fund· AMG Funds I | Non-compliant | 124 | 74% |
| MSSGX | Inception Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 67 | 73% |
| MSSIX | Victory Trivalent International Small-Cap Fund· Victory Portfolios | Non-compliant | 238 | 83% |
| MSSLX | Inception Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 67 | 73% |
| MSSM | Morgan Stanley Pathway Small-Mid Cap Equity ETF· MORGAN STANLEY PATHWAY FUNDS | Non-compliant | 1,833 | 79% |
| MSSMX | Inception Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 67 | 73% |
| MSSOX | Global Strategist Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 1,587 | 71% |
| MSSVX | AMG Frontier Small Cap Growth Fund· AMG Funds I | Non-compliant | 124 | 74% |
| MSSYX | AMG Frontier Small Cap Growth Fund· AMG Funds I | Non-compliant | 124 | 74% |
| MST | Defiance Leveraged Long Plus Income MSTR ETF· Tidal Trust II | Non-compliant | 12 | 47% |
| MSTB | LHA Market State Tactical Beta ETF· ETF Series Solutions | Non-compliant | 6 | 9% |
| MSTBX | Morningstar Defensive Bond Fund· Morningstar Funds Trust | Non-compliant | 191 | 21% |
| MSTDX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSTFX | Morningstar International Equity Fund· Morningstar Funds Trust | Non-compliant | 519 | 89% |
| MSTGX | Morningstar Global Income Fund· Morningstar Funds Trust | Non-compliant | 585 | 41% |
| MSTI | Madison Short-Term Strategic Income ETF· Madison ETFs Trust | Non-compliant | 98 | 75% |
| MSTLX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSTMX | Morningstar Multisector Bond Fund· Morningstar Funds Trust | Non-compliant | 1,205 | 26% |
| MSTQ | LHA Market State Tactical Q ETF· ETF Series Solutions | Non-compliant | 6 | 12% |
| MSTQX | Morningstar U.S. Equity Fund· Morningstar Funds Trust | Non-compliant | 532 | 93% |
| MSTSX | Morningstar Global Opportunistic Equity Fund· Morningstar Funds Trust | Non-compliant | 305 | 34% |
| MSTX | Defiance Daily Target 2x Long MSTR ETF· Tidal Trust II | Non-compliant | 9 | 64% |
| MSTZX | MML Barings Short-Duration Bond Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 269 | 19% |
| MSVDX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVEX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVIX | MetLife Small Company Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 78 | 75% |
| MSVMX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVOX | Vitality Portfolio· MORGAN STANLEY INSTITUTIONAL FUND INC | Non-compliant | 33 | 88% |
| MSVVX | MetLife Small Company Equity Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 78 | 75% |
| MSVYX | MassMutual Small Cap Opportunities Fund· MASSMUTUAL PREMIER FUNDS | Non-compliant | 102 | 82% |
| MSXAX | NYLIM S&P 500 Index Fund· NYLIM FUNDS TRUST | Non-compliant | 509 | 99% |
| MSXMX | NYLIM S&P 500 Index Fund· NYLIM FUNDS TRUST | Non-compliant | 509 | 99% |
| MSYDX | NYLIM MacKay Strategic Bond Fund· NYLIM FUNDS | Non-compliant | 725 | 38% |
| MSYEX | NYLIM MacKay Strategic Bond Fund· NYLIM FUNDS | Non-compliant | 725 | 38% |
| MSYIX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSYLX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSYPX | High Yield Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 172 | 21% |
| MSYSX | Systematic High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 260 | 32% |
| MSYZX | Systematic High Yield Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 260 | 32% |
| MTBA | Simplify MBS ETF· Simplify Exchange Traded Funds | Non-compliant | 13 | 53% |
| MTCGX | M Large Cap Growth Fund· M FUND INC | Non-compliant | 91 | 98% |
| MTGP | WisdomTree Mortgage Plus Bond Fund· WisdomTree Trust | Non-compliant | 191 | 86% |
| MTINX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTISX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTMAX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 56% |
| MTMCX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 56% |
| MTMIX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 56% |
| MTMNX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 55% |
| MTMSX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 56% |
| MTODX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTOIX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTRA | Invesco International Growth Focus ETF· Invesco Actively Managed Exchange-Traded Fund Trust | Non-compliant | 54 | 90% |
| MTRAX | NYLIM Income Builder Fund· NYLIM FUNDS | Non-compliant | 644 | 79% |
| MTRBX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTRCX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTRDX | NYLIM MacKay Total Return Bond Fund· NYLIM FUNDS TRUST | Non-compliant | 576 | 56% |
| MTRIX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTRRX | MFS Total Return Fund· MFS Series Trust V | Non-compliant | 972 | 82% |
| MTUM | iShares MSCI USA Momentum Factor ETF· iShares Trust | Non-compliant | 129 | 99% |
| MUAIX | Ultra Short Income Portfolio· MORGAN STANLEY INSTITUTIONAL FUND TRUST | Non-compliant | 235 | 20% |
| MUBFX | NYLIM WMC Value Fund· NYLIM FUNDS | Non-compliant | 66 | 98% |
| MUBWX | Unconstrained Bond Series· Manning & Napier Fund, Inc. | Non-compliant | 210 | 28% |
| MUCAX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUCCX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUCRX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUCYX | Victory Total Return Bond Fund· Victory Portfolios | Non-compliant | 301 | 74% |
| MUEAX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUECX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUERX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUESX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
| MUETX | MFS Blended Research Core Equity Fund· MFS SERIES TRUST XI | Non-compliant | 112 | 95% |
30,417 funds · page 115 of 305