30,379 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
- 30,379
- Reached a verdict
- 18,539
- Compliant
- 276
- Could not be decided
- 11,840
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 |
|---|---|---|---|---|
| NBGNX | Neuberger Genesis Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 105 | 89% |
| NBGTX | Neuberger Large Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 74 | 88% |
| NBGUX | Neuberger Large Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 74 | 88% |
| NBGX | Neuberger Growth ETF· Neuberger Berman ETF Trust | Non-compliant | 53 | 97% |
| NBHAX | Neuberger Equity Income Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 77 | 91% |
| NBHCX | Neuberger Equity Income Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 77 | 91% |
| NBHEX | Neuberger Equity Income Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 77 | 91% |
| NBHIX | Neuberger Equity Income Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 77 | 91% |
| NBHRX | Neuberger Equity Income Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 77 | 91% |
| NBIIX | Neuberger International Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 93 | 94% |
| NBJP | Neuberger Japan Equity ETF· Neuberger Berman ETF Trust | Non-compliant | 61 | 96% |
| NBMBX | Neuberger Mid Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 73 | 92% |
| NBMIX | Neuberger Small Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 107 | 85% |
| NBMLX | Neuberger Mid Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 73 | 92% |
| NBMOX | Neuberger Small Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 107 | 85% |
| NBMRX | Neuberger Mid Cap Intrinsic Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 78 | 92% |
| NBMTX | Neuberger Mid Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 73 | 92% |
| NBMVX | Neuberger Small Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 107 | 85% |
| NBNAX | Neuberger International Select Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 84 | 94% |
| NBNCX | Neuberger International Select Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 84 | 94% |
| NBNGX | Sit Mid Cap Growth Fund· SIT MID CAP GROWTH FUND INC | Non-compliant | 64 | 93% |
| NBNRX | Neuberger International Select Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 84 | 94% |
| NBOS | Neuberger Option Strategy ETF· Neuberger Berman ETF Trust | Non-compliant | 28 | 93% |
| NBPBX | Neuberger Large Cap Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 80 | 92% |
| NBPIX | Neuberger Large Cap Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 80 | 92% |
| NBPTX | Neuberger Large Cap Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 80 | 92% |
| NBRAX | Neuberger Mid Cap Intrinsic Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 78 | 92% |
| NBRCX | Neuberger Mid Cap Intrinsic Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 78 | 92% |
| NBREX | Neuberger Mid Cap Intrinsic Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 78 | 92% |
| NBRFX | Neuberger Real Estate Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 35 | 92% |
| NBRIX | Neuberger Real Estate Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 35 | 92% |
| NBRRX | Neuberger Mid Cap Intrinsic Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 78 | 92% |
| NBRTX | Neuberger Mid Cap Intrinsic Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 78 | 92% |
| NBRVX | Neuberger Mid Cap Intrinsic Value Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 78 | 92% |
| NBSD | Neuberger Short Duration Income ETF· Neuberger Berman ETF Trust | Non-compliant | 973 | 49% |
| NBSLX | Neuberger Quality Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 52 | 82% |
| NBSM | Neuberger Small-Mid Cap ETF· Neuberger Berman ETF Trust | Non-compliant | 74 | 92% |
| NBSMX | Neuberger Small Cap Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 107 | 85% |
| NBSRX | Neuberger Quality Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 52 | 82% |
| NBSSX | Neuberger Focus Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 56 | 91% |
| NBSTX | Neuberger Quality Equity Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 52 | 82% |
| NBTR | Neuberger Total Return Bond ETF· Neuberger Berman ETF Trust | Non-compliant | 445 | 55% |
| NBXG | Neuberger Next Generation Connectivity Fund Inc. | Non-compliant | 137 | 83% |
| NCAVX | Nuance Concentrated Value Fund· Managed Portfolio Series | Non-compliant | 32 | 86% |
| NCBVX | PGIM Quant Solutions Mid-Cap Value Fund· Prudential Investment Portfolios, Inc. 10 | Non-compliant | 254 | 94% |
| NCEGX | North Country Large Cap Equity Fund· North Country Funds | Non-compliant | 47 | 96% |
| NCFCX | Nuveen High Yield Income Fund· Nuveen Investment Trust III | Non-compliant | 330 | 19% |
| NCGFX | New Covenant Growth Fund· NEW COVENANT FUNDS | Non-compliant | 1,510 | 96% |
| NCIAX | Columbia Convertible Securities Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 120 | 72% |
| NCICX | New Covenant Income Fund· NEW COVENANT FUNDS | Non-compliant | 862 | 68% |
| NCIDX | Columbia Convertible Securities Fund· COLUMBIA FUNDS SERIES TRUST | Non-compliant | 120 | 72% |
| NCIGX | Nuveen International Value Fund· Nuveen Investment Trust II | Non-compliant | 55 | 98% |
| NCIRX | Nuveen Impact Bond Completion Managed Accounts Portfolio· Nuveen Managed Accounts Portfolio Trust | Non-compliant | 171 | 30% |
| NCLEX | Nicholas Limited Edition, Inc. | Non-compliant | 62 | 91% |
| NCMFX | Virtus Newfleet Multi-Sector Intermediate Bond Fund· Virtus Opportunities Trust | Non-compliant | 1,031 | 29% |
| NCOAX | Nuveen High Yield Income Fund· Nuveen Investment Trust III | Non-compliant | 330 | 19% |
| NCOIX | Nuveen High Yield Income Fund· Nuveen Investment Trust III | Non-compliant | 330 | 19% |
| NCPB | Nuveen Core Plus Bond ETF· NuShares ETF Trust | Non-compliant | 476 | 64% |
| NCRAX | Neuberger Core Bond Fund· NEUBERGER BERMAN INCOME FUNDS | Non-compliant | 904 | 65% |
| NCRCX | Neuberger Core Bond Fund· NEUBERGER BERMAN INCOME FUNDS | Non-compliant | 904 | 65% |
| NCRIX | Neuberger Core Bond Fund· NEUBERGER BERMAN INCOME FUNDS | Non-compliant | 904 | 65% |
| NCRLX | Neuberger Core Bond Fund· NEUBERGER BERMAN INCOME FUNDS | Non-compliant | 904 | 65% |
| NCSRX | Nuveen High Yield Income Fund· Nuveen Investment Trust III | Non-compliant | 330 | 19% |
| NCTWX | Nicholas II, Inc. | Non-compliant | 69 | 94% |
| NCV | Virtus Convertible & Income Fund | Non-compliant | 210 | 63% |
| NCV-PA | Virtus Convertible & Income Fund | Non-compliant | 210 | 63% |
| NCVLX | Nuance Concentrated Value Fund· Managed Portfolio Series | Non-compliant | 32 | 86% |
| NCZ | Virtus Convertible & Income Fund II | Non-compliant | 211 | 64% |
| NCZ-PA | Virtus Convertible & Income Fund II | Non-compliant | 211 | 64% |
| NDGAX | Neuberger Berman Dividend Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 59 | 94% |
| NDGCX | Neuberger Berman Dividend Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 59 | 94% |
| NDGIX | Neuberger Berman Dividend Growth Fund· NEUBERGER BERMAN EQUITY FUNDS | Non-compliant | 59 | 94% |
| NDIA | Global X India Active ETF· GLOBAL X FUNDS | Non-compliant | 30 | 100% |
| NDOW | Anydrus Advantage ETF· Collaborative Investment Series Trust | Non-compliant | 87 | 55% |
| NDVAX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVBX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVCX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVG | Nuveen Dividend Growth ETF· NuShares ETF Trust | Non-compliant | 43 | 100% |
| NDVIX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVRX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVSX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVTX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVUX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDVVX | MFS New Discovery Value Fund· MFS SERIES TRUST XIII | Non-compliant | 147 | 79% |
| NDXKX | Nasdaq-100 Index Fund· SHELTON FUNDS | Non-compliant | 104 | 99% |
| NEAGX | Needham Aggressive Growth Fund· Needham Funds Inc | Non-compliant | 114 | 90% |
| NEAIX | Needham Aggressive Growth Fund· Needham Funds Inc | Non-compliant | 114 | 90% |
| NEAMX | Neiman Large Cap Value Fund· NEIMAN FUNDS | Non-compliant | 34 | 94% |
| NEAR | iShares Short Duration Bond Active ETF· iShares U.S. ETF Trust | Non-compliant | 1,872 | 52% |
| NECCX | Natixis U.S. Equity Opportunities Fund· Natixis Funds Trust I | Non-compliant | 74 | 93% |
| NECLX | Loomis Sayles Limited Term Government and Agency Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 252 | 95% |
| NECOX | Natixis Oakmark Fund· Natixis Funds Trust II | Non-compliant | 59 | 87% |
| NECRX | Loomis Sayles Core Plus Bond Fund· Natixis Funds Trust I | Non-compliant | 795 | 72% |
| NECZX | Loomis Sayles Strategic Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 623 | 36% |
| NEEGX | Needham Growth Fund· Needham Funds Inc | Non-compliant | 79 | 94% |
| NEEIX | Needham Growth Fund· Needham Funds Inc | Non-compliant | 79 | 94% |
| NEFFX | New Economy Fund | Non-compliant | 176 | 89% |
| NEFHX | Loomis Sayles High Income Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 352 | 30% |
| NEFJX | Vaughan Nelson Small Cap Fund· Natixis Funds Trust I | Non-compliant | 67 | 83% |
| NEFLX | Loomis Sayles Limited Term Government and Agency Fund· LOOMIS SAYLES FUNDS II | Non-compliant | 252 | 95% |
30,379 funds · page 118 of 304