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
- 18,542
- 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 |
|---|---|---|---|---|
| SGGCX | DWS Large Cap Focus Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 55 | 96% |
| SGGIX | DWS Large Cap Focus Growth Fund· DEUTSCHE DWS INVESTMENT TRUST | Non-compliant | 55 | 96% |
| SGHAX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGHCX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGHIX | Saturna Global High Income Fund· SATURNA INVESTMENT TRUST | Non-compliant | 33 | 82% |
| SGHRX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGHSX | DWS Global High Income Fund· DEUTSCHE DWS INCOME TRUST | Non-compliant | 308 | 27% |
| SGICX | SGI U.S. Large Cap Equity Fund· RBB Fund, Inc. | Non-compliant | 101 | 92% |
| SGIDX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGIFX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGIGX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGIIX | First Eagle Global Fund· First Eagle Funds | Non-compliant | 226 | 81% |
| SGISX | Steward Global Equity Income Fund· Steward Funds Inc | Non-compliant | 66 | 92% |
| SGLAX | SGI Global Equity Fund· RBB Fund, Inc. | Non-compliant | 116 | 74% |
| SGLC | SGI U.S. Large Cap Core ETF· RBB Fund, Inc. | Non-compliant | 138 | 92% |
| SGLIX | SGI Global Equity Fund· RBB Fund, Inc. | Non-compliant | 116 | 74% |
| SGLVX | SGI U.S. Large Cap Equity Fund· RBB Fund, Inc. | Non-compliant | 101 | 92% |
| SGLYX | SIMT Global Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 493 | 94% |
| SGMAX | SIIT GLOBAL MANAGED VOLATILITY FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 602 | 91% |
| SGMIX | SIMT Global Managed Volatility Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 493 | 94% |
| SGNFX | Sparrow Growth Fund· SPARROW FUNDS | Non-compliant | 90 | 98% |
| SGOIX | First Eagle Overseas Fund· First Eagle Funds | Non-compliant | 178 | 82% |
| SGOV | iShares 0-3 Month Treasury Bond ETF· iShares Trust | Non-compliant | 24 | 99% |
| SGOVX | First Eagle Overseas Fund· First Eagle Funds | Non-compliant | 178 | 82% |
| SGPIX | SMALL-CAP GROWTH PROFUND· ProFunds | Non-compliant | 354 | 89% |
| SGPSX | SMALL-CAP GROWTH PROFUND· ProFunds | Non-compliant | 354 | 89% |
| SGQAX | DWS International Opportunities Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Non-compliant | 85 | 95% |
| SGQCX | DWS International Opportunities Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Non-compliant | 85 | 95% |
| SGQIX | DWS International Opportunities Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Non-compliant | 85 | 95% |
| SGRAX | Allspring Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 97% |
| SGRHX | Allspring Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 97% |
| SGRKX | Allspring Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 97% |
| SGRNX | Allspring Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 97% |
| SGRT | SMART Earnings Growth 30 ETF· Tidal Trust I | Non-compliant | 24 | 95% |
| SGRW | Harbor Active Small Cap Growth ETF· Harbor ETF Trust | Non-compliant | 136 | 78% |
| SGSCX | DWS Global Small Cap Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Non-compliant | 180 | 80% |
| SGSLX | Western Asset Mortgage Total Return Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 73% |
| SGSYX | Western Asset Mortgage Total Return Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 73% |
| SGTRX | Columbia Seligman Global Technology Fund· Columbia Funds Series Trust II | Non-compliant | 78 | 96% |
| SGTTX | Columbia Seligman Global Technology Fund· Columbia Funds Series Trust II | Non-compliant | 78 | 96% |
| SGVAX | Western Asset Mortgage Total Return Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 73% |
| SGVDX | Allspring Government Securities Fund· ALLSPRING FUNDS TRUST | Non-compliant | 283 | 86% |
| SGVIX | Allspring Government Securities Fund· ALLSPRING FUNDS TRUST | Non-compliant | 283 | 86% |
| SGVSX | Western Asset Mortgage Total Return Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 73% |
| SGYAX | SIIT HIGH YIELD BOND FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 1,447 | 27% |
| SGZFX | Saturna Growth Fund· SATURNA INVESTMENT TRUST | Non-compliant | 27 | 95% |
| SHAG | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund· WisdomTree Trust | Non-compliant | 1,190 | 73% |
| SHAPX | ClearBridge Appreciation Fund· Legg Mason Partners Investment Trust | Non-compliant | 64 | 96% |
| SHCDX | Virtus Stone Harbor Emerging Markets Bond Fund· Virtus Opportunities Trust | Non-compliant | 190 | 24% |
| SHDCX | American Beacon Shapiro SMID Cap Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 31 | 75% |
| SHDIX | American Beacon Shapiro SMID Cap Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 31 | 75% |
| SHDPX | American Beacon Shapiro SMID Cap Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 31 | 75% |
| SHDRX | American Beacon Shapiro SMID Cap Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 31 | 75% |
| SHDYX | American Beacon Shapiro SMID Cap Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 31 | 75% |
| SHE | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF· SPDR SERIES TRUST | Non-compliant | 235 | 97% |
| SHEAX | American Beacon Shapiro SMID Cap Equity Fund· AMERICAN BEACON FUNDS | Non-compliant | 31 | 75% |
| SHEH | Shell plc ADRhedged· Precidian ETFs Trust | Non-compliant | 3 | 100% |
| SHGTX | Columbia Seligman Global Technology Fund· Columbia Funds Series Trust II | Non-compliant | 78 | 96% |
| SHIAX | Western Asset Short Duration High Income Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 26% |
| SHICX | Western Asset Short Duration High Income Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 26% |
| SHISX | BlackRock Health Sciences Opportunities Portfolio· BlackRock Funds | Non-compliant | 155 | 89% |
| SHIYX | Western Asset Short Duration High Income Fund· Legg Mason Partners Income Trust | Non-compliant | 418 | 26% |
| SHLD | Global X Defense Tech ETF· GLOBAL X FUNDS | Non-compliant | 51 | 77% |
| SHOAX | American Beacon SiM High Yield Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 131 | 30% |
| SHOCX | American Beacon SiM High Yield Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 131 | 30% |
| SHOIX | American Beacon SiM High Yield Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 131 | 30% |
| SHOYX | American Beacon SiM High Yield Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 132 | 35% |
| SHPAX | Saratoga Health & Biotechnology Fund· SARATOGA ADVANTAGE TRUST | Non-compliant | 29 | 98% |
| SHPCX | Saratoga Health & Biotechnology Fund· SARATOGA ADVANTAGE TRUST | Non-compliant | 29 | 98% |
| SHPP | Pacer Industrials and Logistics ETF· Pacer Funds Trust | Non-compliant | 115 | 82% |
| SHRAX | ClearBridge Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 52 | 96% |
| SHRD | Arimathea Catholic Core Bond ETF· FIS Trust | Non-compliant | 86 | 88% |
| SHRY | First Trust Bloomberg Shareholder Yield ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 51 | 98% |
| SHSAX | BlackRock Health Sciences Opportunities Portfolio· BlackRock Funds | Non-compliant | 155 | 89% |
| SHSCX | BlackRock Health Sciences Opportunities Portfolio· BlackRock Funds | Non-compliant | 155 | 89% |
| SHSSX | BlackRock Health Sciences Opportunities Portfolio· BlackRock Funds | Non-compliant | 155 | 89% |
| SHTCX | Columbia Seligman Global Technology Fund· Columbia Funds Series Trust II | Non-compliant | 78 | 96% |
| SHTIX | Invesco Short Duration Inflation Protected Fund· AIM Investment Securities Funds (Invesco Investment Securities Funds) | Non-compliant | 22 | 99% |
| SHTRX | Sterling Capital Short Duration Bond Fund· Sterling Capital Funds | Non-compliant | 140 | 32% |
| SHV | iShares 0-1 Year Treasury Bond ETF· iShares Trust | Non-compliant | 64 | 98% |
| SHXAX | American Beacon Shapiro Equity Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 29 | 90% |
| SHXCX | American Beacon Shapiro Equity Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 29 | 90% |
| SHXIX | American Beacon Shapiro Equity Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 29 | 90% |
| SHXPX | American Beacon Shapiro Equity Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 29 | 90% |
| SHXYX | American Beacon Shapiro Equity Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 29 | 90% |
| SHY | iShares 1-3 Year Treasury Bond ETF· iShares Trust | Non-compliant | 91 | 98% |
| SHYAX | SIMT High Yield Bond Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 1,388 | 26% |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF· iShares Trust | Non-compliant | 1,162 | 23% |
| SHYIX | Guggenheim High Yield Fund· Guggenheim Funds Trust | Non-compliant | 323 | 23% |
| SHYL | Xtrackers Short Duration High Yield Bond ETF· DBX ETF Trust | Non-compliant | 846 | 27% |
| SHYPX | American Beacon SiM High Yield Opportunities Fund· AMERICAN BEACON FUNDS | Non-compliant | 131 | 30% |
| SHYSX | Guggenheim High Yield Fund· Guggenheim Funds Trust | Non-compliant | 323 | 23% |
| SIBAX | Sit Balanced Fund· SIT MUTUAL FUNDS INC | Non-compliant | 215 | 78% |
| SIBLX | Touchstone Strategic Trust-Touchstone Balanced Fund· Touchstone Strategic Trust | Non-compliant | 529 | 86% |
| SICNX | Schwab International Core Equity Fund· SCHWAB CAPITAL TRUST | Non-compliant | 149 | 95% |
| SICWX | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund· Touchstone Strategic Trust | Non-compliant | 47 | 99% |
| SIDCX | SIIT INTERMEDIATE DURATION CREDIT FUND· SEI INSTITUTIONAL INVESTMENTS TRUST | Non-compliant | 1,079 | 56% |
| SIDNX | Hartford Schroders International Multi-Cap Value Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 489 | 96% |
| SIDRX | Hartford Schroders International Multi-Cap Value Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 489 | 96% |
| SIDVX | Hartford Schroders International Multi-Cap Value Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 489 | 96% |
30,379 funds · page 153 of 304