30,379 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
- 30,379
- Reached a verdict
- 18,542
- Compliant
- 275
- Could not be decided
- 11,837
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 |
|---|---|---|---|---|
| MVALX | Meridian Contrarian Fund· Meridian Fund Inc | Non-compliant | 79 | 68% |
| MVCAX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MVCCX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MVCGX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MVCHX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MVCJX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MVCKX | MFS Mid Cap Value Fund· MFS SERIES TRUST XI | Non-compliant | 157 | 89% |
| MVEIX | Monteagle Select Value Fund· Monteagle Funds | Non-compliant | 49 | 84% |
| MVFD | Monarch Volume Factor Dividend Tree Index ETF· Northern Lights Fund Trust IV | Non-compliant | 40 | 95% |
| MVGAX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 113 | 90% |
| MVGBX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 113 | 90% |
| MVGCX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 112 | 91% |
| MVGIX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 113 | 90% |
| MVGJX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 113 | 90% |
| MVGKX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 113 | 90% |
| MVGLX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 112 | 91% |
| MVGMX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 113 | 90% |
| MVGNX | MFS Low Volatility Global Equity Fund· MFS SERIES TRUST I | Non-compliant | 112 | 91% |
| MVIAX | PRAXIS VALUE INDEX FUND· Praxis Mutual Funds | Non-compliant | 280 | 87% |
| MVIIX | PRAXIS VALUE INDEX FUND· Praxis Mutual Funds | Non-compliant | 280 | 87% |
| MVISX | Patient Opportunity Trust· Advisor Managed Portfolios | Non-compliant | 38 | 91% |
| MVLL | GraniteShares 2x Long MRVL Daily ETF· GraniteShares ETF Trust | Non-compliant | 7 | 51% |
| MVPA | Miller Value Partners Appreciation ETF· Advisor Managed Portfolios | Non-compliant | 35 | 76% |
| MVRRX | MFS Value Fund· MFS SERIES TRUST I | Non-compliant | 72 | 98% |
| MVSSX | Victory Integrity Small-Cap Value Fund· Victory Portfolios | Non-compliant | 130 | 80% |
| MVTIX | Transamerica Mid Cap Value Opportunities· TRANSAMERICA FUNDS | Non-compliant | 70 | 88% |
| MVTRX | Transamerica Mid Cap Value Opportunities· TRANSAMERICA FUNDS | Non-compliant | 70 | 87% |
| MVV | ProShares Ultra MidCap400· ProShares Trust | Non-compliant | 414 | 70% |
| MWCIX | TCW METWEST UNCONSTRAINED BOND FUND· TCW Metropolitan West Funds | Non-compliant | 985 | 29% |
| MWCPX | TCW METWEST UNCONSTRAINED BOND FUND· TCW Metropolitan West Funds | Non-compliant | 985 | 29% |
| MWCRX | TCW METWEST UNCONSTRAINED BOND FUND· TCW Metropolitan West Funds | Non-compliant | 985 | 29% |
| MWEBX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWECX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWEFX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWEGX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWEHX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWEIX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWELX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWEMX | MFS Global Equity Fund· MFS Series Trust VI | Non-compliant | 85 | 94% |
| MWERX | TCW METWEST Sustainable Securitized Fund· TCW Metropolitan West Funds | Non-compliant | 250 | 42% |
| MWESX | TCW METWEST Sustainable Securitized Fund· TCW Metropolitan West Funds | Non-compliant | 250 | 42% |
| MWHIX | TCW METWEST HIGH YIELD BOND FUND· TCW Metropolitan West Funds | Non-compliant | 300 | 25% |
| MWHYX | TCW METWEST HIGH YIELD BOND FUND· TCW Metropolitan West Funds | Non-compliant | 300 | 25% |
| MWIGX | TCW METWEST Investment Grade Credit Fund· TCW Metropolitan West Funds | Non-compliant | 431 | 62% |
| MWISX | TCW METWEST Investment Grade Credit Fund· TCW Metropolitan West Funds | Non-compliant | 431 | 62% |
| MWLDX | TCW METWEST LOW DURATION BOND FUND· TCW Metropolitan West Funds | Non-compliant | 497 | 52% |
| MWLIX | TCW METWEST LOW DURATION BOND FUND· TCW Metropolitan West Funds | Non-compliant | 497 | 52% |
| MWLNX | TCW METWEST LOW DURATION BOND FUND· TCW Metropolitan West Funds | Non-compliant | 497 | 52% |
| MWMIX | VanEck Morningstar Wide Moat Fund· VanEck Funds | Non-compliant | 56 | 97% |
| MWMZX | VanEck Morningstar Wide Moat Fund· VanEck Funds | Non-compliant | 56 | 97% |
| MWNIX | MFS International New Discovery Fund· MFS Series Trust V | Non-compliant | 268 | 81% |
| MWOBX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWOCX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWOFX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWOGX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWOHX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWOIX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWOJX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWOKX | MFS Global Growth Fund· MFS Series Trust VIII | Non-compliant | 76 | 95% |
| MWSIX | TCW METWEST STRATEGIC INCOME FUND· TCW Metropolitan West Funds | Non-compliant | 538 | 36% |
| MWSTX | TCW METWEST STRATEGIC INCOME FUND· TCW Metropolitan West Funds | Non-compliant | 538 | 36% |
| MWTIX | TCW METWEST TOTAL RETURN BOND FUND· TCW Metropolitan West Funds | Non-compliant | 1,515 | 64% |
| MWTNX | TCW METWEST TOTAL RETURN BOND FUND· TCW Metropolitan West Funds | Non-compliant | 1,515 | 64% |
| MWTRX | TCW METWEST TOTAL RETURN BOND FUND· TCW Metropolitan West Funds | Non-compliant | 1,515 | 64% |
| MWTSX | TCW METWEST TOTAL RETURN BOND FUND· TCW Metropolitan West Funds | Non-compliant | 1,515 | 64% |
| MWTTX | TCW METWEST TOTAL RETURN BOND FUND· TCW Metropolitan West Funds | Non-compliant | 1,515 | 64% |
| MWUIX | TCW METWEST ULTRA SHORT BOND FUND· TCW Metropolitan West Funds | Non-compliant | 190 | 57% |
| MWUSX | TCW METWEST ULTRA SHORT BOND FUND· TCW Metropolitan West Funds | Non-compliant | 190 | 57% |
| MXBIX | Empower Bond Index Fund· EMPOWER FUNDS, INC. | Non-compliant | 2,703 | 85% |
| MXBUX | Empower S&P Mid Cap 400 Index Fund· EMPOWER FUNDS, INC. | Non-compliant | 403 | 85% |
| MXCCX | Federated Hermes Max-Cap Index Fund· Federated Hermes Index Trust | Non-compliant | 479 | 93% |
| MXCOX | Empower Bond Index Fund· EMPOWER FUNDS, INC. | Non-compliant | 2,703 | 85% |
| MXDQX | Empower U.S. Government Securities Fund· EMPOWER FUNDS, INC. | Non-compliant | 256 | 91% |
| MXE | Mexico Equity and Income Fund· Mexico Equity & Income Fund Inc | Non-compliant | 27 | 55% |
| MXEBX | Empower Core Strategies: U.S. Equity Fund· EMPOWER FUNDS, INC. | Non-compliant | 659 | 95% |
| MXECX | Empower Core Strategies: International Equity Fund· EMPOWER FUNDS, INC. | Non-compliant | 866 | 93% |
| MXEDX | Empower Core Strategies: Flexible Bond Fund· EMPOWER FUNDS, INC. | Non-compliant | 1,109 | 63% |
| MXEGX | Empower Core Strategies: Inflation-Protected Securities Fund· EMPOWER FUNDS, INC. | Non-compliant | 170 | 85% |
| MXENX | Empower Emerging Markets Equity Fund· EMPOWER FUNDS, INC. | Non-compliant | 306 | 86% |
| MXEOX | Empower Emerging Markets Equity Fund· EMPOWER FUNDS, INC. | Non-compliant | 306 | 86% |
| MXEQX | Empower Large Cap Value Fund· EMPOWER FUNDS, INC. | Non-compliant | 181 | 95% |
| MXERX | Empower S&P Small Cap 600 Index Fund· EMPOWER FUNDS, INC. | Non-compliant | 607 | 84% |
| MXETX | Empower Core Strategies: U.S. Equity Fund· EMPOWER FUNDS, INC. | Non-compliant | 659 | 95% |
| MXEVX | Empower Core Strategies: International Equity Fund· EMPOWER FUNDS, INC. | Non-compliant | 866 | 93% |
| MXEWX | Empower Core Strategies: Flexible Bond Fund· EMPOWER FUNDS, INC. | Non-compliant | 1,109 | 63% |
| MXEYX | Empower Core Strategies: Inflation-Protected Securities Fund· EMPOWER FUNDS, INC. | Non-compliant | 170 | 85% |
| MXF | Mexico Fund Inc· MEXICO FUND INC | Non-compliant | 29 | 41% |
| MXFAX | NYLIM Floating Rate Fund· NYLIM FUNDS TRUST | Non-compliant | 473 | 10% |
| MXFCX | NYLIM Floating Rate Fund· NYLIM FUNDS TRUST | Non-compliant | 473 | 10% |
| MXFDX | Empower Core Bond Fund· EMPOWER FUNDS, INC. | Non-compliant | 1,433 | 72% |
| MXFEX | NYLIM Floating Rate Fund· NYLIM FUNDS TRUST | Non-compliant | 473 | 10% |
| MXFIX | NYLIM Floating Rate Fund· NYLIM FUNDS TRUST | Non-compliant | 473 | 10% |
| MXFMX | NYLIM Floating Rate Fund· NYLIM FUNDS TRUST | Non-compliant | 473 | 10% |
| MXFNX | NYLIM Floating Rate Fund· NYLIM FUNDS TRUST | Non-compliant | 473 | 10% |
| MXFRX | Empower High Yield Bond Fund· EMPOWER FUNDS, INC. | Non-compliant | 499 | 36% |
| MXGBX | Empower Global Bond Fund· EMPOWER FUNDS, INC. | Non-compliant | 934 | 53% |
| MXGMX | Empower U.S. Government Securities Fund· EMPOWER FUNDS, INC. | Non-compliant | 256 | 91% |
| MXGSX | Empower Large Cap Growth Fund· EMPOWER FUNDS, INC. | Non-compliant | 105 | 97% |
| MXHAX | Empower Large Cap Value Fund· EMPOWER FUNDS, INC. | Non-compliant | 181 | 95% |
| MXHTX | Empower International Growth Fund· EMPOWER FUNDS, INC. | Non-compliant | 103 | 91% |
30,379 funds · page 116 of 304