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
- 18,587
- Compliant
- 277
- Could not be decided
- 11,830
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 |
|---|---|---|---|---|
| TACU | T. Rowe Price Active Core U.S. Equity ETF· T. Rowe Price Exchange-Traded Funds, Inc. | Non-compliant | 565 | 94% |
| TADAX | Transamerica US Growth· TRANSAMERICA FUNDS | Non-compliant | 66 | 98% |
| TADCX | Transamerica US Growth· TRANSAMERICA FUNDS | Non-compliant | 66 | 98% |
| TADFX | Transamerica Sustainable Equity Income· TRANSAMERICA FUNDS | Non-compliant | 44 | 97% |
| TADGX | T. Rowe Price Dividend Growth Fund, Inc.· T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | Non-compliant | 95 | 88% |
| TAEDX | Transamerica Emerging Markets Debt· TRANSAMERICA FUNDS | Non-compliant | 230 | 10% |
| TAFBX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| TAFFX | Growth Fund of America | Non-compliant | 321 | 91% |
| TAFLX | Transamerica Bond· TRANSAMERICA FUNDS | Non-compliant | 572 | 49% |
| TAFMX | American Mutual Fund | Non-compliant | 146 | 94% |
| TAFSX | American Funds Short-Term Tax-Exempt Bond Fund | Non-compliant | 1,256 | 7% |
| TAGBX | Templeton Global Dynamic Income Fund· Templeton Global Investment Trust | Non-compliant | 201 | 43% |
| TAGDX | Transamerica Large Growth· TRANSAMERICA FUNDS | Non-compliant | 86 | 92% |
| TAGFX | Transamerica Mid Cap Growth· TRANSAMERICA FUNDS | Non-compliant | 38 | 93% |
| TAGG | T. Rowe Price QM U.S. Bond ETF· T. Rowe Price Exchange-Traded Funds, Inc. | Non-compliant | 1,821 | 68% |
| TAGHX | Transamerica US Growth· TRANSAMERICA FUNDS | Non-compliant | 66 | 98% |
| TAGMX | Transamerica Core Bond· TRANSAMERICA FUNDS | Non-compliant | 509 | 62% |
| TAGRX | Fundamental Large Cap Core Fund· John Hancock Investment Trust | Non-compliant | 48 | 98% |
| TAHBX | Transamerica High Yield Bond· TRANSAMERICA FUNDS | Non-compliant | 248 | 22% |
| TAHFX | Transamerica High Yield Bond· TRANSAMERICA FUNDS | Non-compliant | 248 | 22% |
| TAHIX | American High Income Trust | Non-compliant | 1,092 | 30% |
| TAHRX | Transamerica High Yield Bond· TRANSAMERICA FUNDS | Non-compliant | 248 | 22% |
| TAHTX | Transamerica High Yield Bond· TRANSAMERICA FUNDS | Non-compliant | 248 | 22% |
| TAHYX | Victory Pioneer High Yield Fund· Victory Portfolios IV | Non-compliant | 210 | 34% |
| TAIBX | PGIM Core Bond Fund· Target Portfolio Trust | Non-compliant | 1,322 | 55% |
| TAIHX | American High Income Trust | Non-compliant | 1,092 | 30% |
| TAIL | Cambria Tail Risk ETF· Cambria ETF Trust | Non-compliant | 10 | 92% |
| TAINX | Transamerica International Equity· TRANSAMERICA FUNDS | Non-compliant | 106 | 98% |
| TAISX | Nuveen Quant International Small Cap Equity Fund· TIAA-CREF Funds | Non-compliant | 449 | 76% |
| TAIWX | Nuveen Quant International Small Cap Equity Fund· TIAA-CREF Funds | Non-compliant | 449 | 76% |
| TALCX | Transamerica Large Cap Value· TRANSAMERICA FUNDS | Non-compliant | 45 | 100% |
| TALV | Transamerica Large Value Active ETF· 2023 ETF Series Trust | Non-compliant | 73 | 94% |
| TAMCX | AMCAP Fund | Non-compliant | 113 | 93% |
| TAMFX | American Mutual Fund | Non-compliant | 146 | 94% |
| TAMMX | Transamerica Multi-Managed Balanced· TRANSAMERICA FUNDS | Non-compliant | 668 | 83% |
| TAMVX | T. Rowe Price Mid-Cap Value Fund, Inc.· T. ROWE PRICE MID-CAP VALUE FUND, INC. | Non-compliant | 130 | 79% |
| TAN | Invesco Solar ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 37 | 54% |
| TANDX | Tandem Fund· PFS FUNDS | Non-compliant | 37 | 93% |
| TAOZ | Thornburg American Opportunities Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 44 | 95% |
| TARBX | Touchstone Funds Group Trust-Touchstone Ares Credit Opportunities Fund· Touchstone Funds Group Trust | Non-compliant | 436 | 23% |
| TAREX | Third Avenue Real Estate Value Fund· Third Avenue Trust | Non-compliant | 36 | 84% |
| TARKX | Tarkio Fund· Clark Fork Trust | Non-compliant | 37 | 88% |
| TARZX | Third Avenue Real Estate Value Fund· Third Avenue Trust | Non-compliant | 36 | 84% |
| TASCX | Third Avenue Small-Cap Value Fund· Third Avenue Trust | Non-compliant | 34 | 91% |
| TASHX | Transamerica Multi-Asset Income· TRANSAMERICA FUNDS | Non-compliant | 202 | 70% |
| TASMX | Transamerica Small/Mid Cap Value· TRANSAMERICA FUNDS | Non-compliant | 222 | 87% |
| TASTX | Transamerica Short-Term Bond· TRANSAMERICA FUNDS | Non-compliant | 370 | 49% |
| TASVX | PGIM Quant Solutions Small-Cap Value Fund· Target Portfolio Trust | Non-compliant | 424 | 82% |
| TASZX | Third Avenue Small-Cap Value Fund· Third Avenue Trust | Non-compliant | 34 | 91% |
| TAUSX | Investment Grade Bond Fund· John Hancock Bond Trust | Non-compliant | 1,039 | 71% |
| TAVFX | Third Avenue Value Fund· Third Avenue Trust | Non-compliant | 34 | 94% |
| TAVZX | Third Avenue Value Fund· Third Avenue Trust | Non-compliant | 34 | 94% |
| TAX | Cambria Tax Aware ETF· EA Series Trust | Non-compliant | 101 | 91% |
| TBARX | Touchstone Strategic Trust-Touchstone Balanced Fund· Touchstone Strategic Trust | Non-compliant | 529 | 86% |
| TBBWX | Nuveen Core Bond Fund· TIAA-CREF Funds | Non-compliant | 1,916 | 62% |
| TBCIX | T. Rowe Price Blue Chip Growth Fund, Inc.· T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | Non-compliant | 80 | 92% |
| TBCUX | Tweedy, Browne International Value Fund II - Currency Unhedged· Tweedy, Browne Fund Inc. | Non-compliant | 69 | 78% |
| TBDAX | PGIM Jennison Diversified Growth Fund· Prudential Investment Portfolios 5 | Non-compliant | 80 | 99% |
| TBDCX | PGIM Jennison Diversified Growth Fund· Prudential Investment Portfolios 5 | Non-compliant | 80 | 99% |
| TBDQX | PGIM Jennison Diversified Growth Fund· Prudential Investment Portfolios 5 | Non-compliant | 80 | 99% |
| TBDZX | PGIM Jennison Diversified Growth Fund· Prudential Investment Portfolios 5 | Non-compliant | 80 | 99% |
| TBF | ProShares Short 20+ Year Treasury· ProShares Trust | Non-compliant | 14 | 16% |
| TBFAX | THRIVENT GOVERNMENT BOND FUND· Thrivent Mutual Funds | Non-compliant | 77 | 90% |
| TBFFX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| TBFIX | THRIVENT GOVERNMENT BOND FUND· Thrivent Mutual Funds | Non-compliant | 77 | 90% |
| TBFMX | F/m US Treasury 3 Month Bill Fund· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| TBG | TBG Dividend Focus ETF· EA Series Trust | Non-compliant | 38 | 87% |
| TBGVX | Tweedy, Browne International Value Fund· Tweedy, Browne Fund Inc. | Non-compliant | 151 | 82% |
| TBHDX | Tweedy, Browne . Buybacks . Dividends + Value Fund· Tweedy, Browne Fund Inc. | Non-compliant | 60 | 72% |
| TBIAX | Nuveen Bond Index Fund· TIAA-CREF Funds | Non-compliant | 8,884 | 86% |
| TBIIX | Nuveen Bond Index Fund· TIAA-CREF Funds | Non-compliant | 8,884 | 86% |
| TBIL | F/m US Treasury 3 Month Bill Fund· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| TBILX | Nuveen Bond Index Fund· TIAA-CREF Funds | Non-compliant | 8,884 | 86% |
| TBIPX | Nuveen Bond Index Fund· TIAA-CREF Funds | Non-compliant | 8,884 | 86% |
| TBIRX | Nuveen Bond Index Fund· TIAA-CREF Funds | Non-compliant | 8,884 | 86% |
| TBIWX | Nuveen Bond Index Fund· TIAA-CREF Funds | Non-compliant | 8,884 | 86% |
| TBLD | Thornburg Income Builder Opportunities Trust | Non-compliant | 207 | 73% |
| TBLFX | Transamerica Balanced II· TRANSAMERICA FUNDS | Non-compliant | 573 | 83% |
| TBLIX | Transamerica Multi-Managed Balanced· TRANSAMERICA FUNDS | Non-compliant | 668 | 83% |
| TBLL | Invesco Short Term Treasury ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 86 | 100% |
| TBLRX | Transamerica Balanced II· TRANSAMERICA FUNDS | Non-compliant | 573 | 83% |
| TBLTX | Transamerica Balanced II· TRANSAMERICA FUNDS | Non-compliant | 573 | 83% |
| TBLU | Tortoise Global Water ETF· Tortoise Capital Series Trust | Non-compliant | 60 | 85% |
| TBPPX | Nuveen Core Plus Bond Fund· TIAA-CREF Funds | Non-compliant | 1,608 | 55% |
| TBSIX | T. Rowe Price Short-Term Bond Fund, Inc.· T. ROWE PRICE SHORT-TERM BOND FUND, INC. | Non-compliant | 1,027 | 42% |
| TBT | ProShares UltraShort 20+ Year Treasury· ProShares Trust | Non-compliant | 14 | 9% |
| TBUX | T. Rowe Price Ultra Short-Term Bond ETF· T. Rowe Price Exchange-Traded Funds, Inc. | Non-compliant | 654 | 29% |
| TBWAX | Thornburg Better World International Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 46 | 96% |
| TBWCX | Thornburg Better World International Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 46 | 96% |
| TBWIX | Thornburg Better World International Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 46 | 96% |
| TCAAX | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND· Thrivent Mutual Funds | Non-compliant | 1,321 | 34% |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF· T. Rowe Price Exchange-Traded Funds, Inc. | Non-compliant | 92 | 89% |
| TCAGX | Timothy Plan Small/Mid Cap Growth Fund· TIMOTHY PLAN | Non-compliant | 47 | 93% |
| TCAI | Tortoise AI Infrastructure ETF· Tortoise Capital Series Trust | Non-compliant | 47 | 88% |
| TCAIX | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND· Thrivent Mutual Funds | Non-compliant | 1,321 | 34% |
| TCAL | T. Rowe Price Capital Appreciation Premium Income ETF· T. Rowe Price Exchange-Traded Funds, Inc. | Non-compliant | 313 | 93% |
| TCBAX | The Covered Bridge Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 116 | 87% |
| TCBBX | Capital Income Builder | Non-compliant | 2,791 | 88% |
| TCBHX | Nuveen Core Plus Bond Fund· TIAA-CREF Funds | Non-compliant | 1,608 | 55% |
| TCBIX | The Covered Bridge Fund· NORTHERN LIGHTS FUND TRUST III | Non-compliant | 116 | 87% |
30,417 funds · page 161 of 305