30,394 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
- 30,394
- Reached a verdict
- 18,546
- Compliant
- 287
- Could not be decided
- 11,848
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 |
|---|---|---|---|---|
| TRNZX | T. Rowe Price International Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 123 | 75% |
| TROCX | Touchstone Strategic Trust-Touchstone Non-US Equity Fund· Touchstone Strategic Trust | Non-compliant | 50 | 92% |
| TROIX | T. Rowe Price Overseas Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 142 | 79% |
| TROSX | T. Rowe Price Overseas Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 142 | 79% |
| TROZX | T. Rowe Price International Value Equity Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 150 | 77% |
| TRPBX | T. Rowe Price Spectrum Moderate Allocation Fund· T. ROWE PRICE SPECTRUM FUNDS II, INC. | Non-compliant | 1,963 | 54% |
| TRPGX | Nuveen Core Equity Fund· TIAA-CREF Funds | Non-compliant | 60 | 99% |
| TRPIX | T. Rowe Price Value Fund, Inc.· T. ROWE PRICE VALUE FUND, INC. | Non-compliant | 110 | 89% |
| TRPSX | Nuveen Large Cap Responsible Equity Fund· TIAA-CREF Funds | Non-compliant | 147 | 96% |
| TRPWX | Nuveen Quant Mid Cap Growth Fund· TIAA-CREF Funds | Non-compliant | 111 | 96% |
| TRPZX | T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc.· T. ROWE PRICE LIMITED-DURATION INFLATION FOCUSED BOND FUND, INC. | Non-compliant | 45 | 100% |
| TRQIX | SIMT S&P 500 Index Fund· SEI INSTITUTIONAL MANAGED TRUST | Non-compliant | 507 | 95% |
| TRQZX | T. Rowe Price Mid-Cap Growth Fund, Inc.· T. ROWE PRICE MID-CAP GROWTH FUND, INC. | Non-compliant | 132 | 88% |
| TRREX | T. Rowe Price Real Estate Fund, Inc.· T. ROWE PRICE REAL ESTATE FUND, INC. | Non-compliant | 42 | 87% |
| TRRPX | Nuveen Real Estate Securities Select Fund· TIAA-CREF Funds | Non-compliant | 56 | 86% |
| TRRSX | Nuveen Real Estate Securities Select Fund· TIAA-CREF Funds | Non-compliant | 56 | 86% |
| TRSAX | T. Rowe Price Growth Stock Fund, Inc.· T. ROWE PRICE GROWTH STOCK FUND, INC. | Non-compliant | 115 | 92% |
| TRSCX | Nuveen Large Cap Responsible Equity Fund· TIAA-CREF Funds | Non-compliant | 147 | 96% |
| TRSEX | Nuveen Quant Small Cap Equity Fund· TIAA-CREF Funds | Non-compliant | 405 | 80% |
| TRSGX | T. Rowe Price Spectrum Moderate Growth Allocation Fund· T. ROWE PRICE SPECTRUM FUNDS II, INC. | Non-compliant | 2,092 | 63% |
| TRSHX | Nuveen Short Term Bond Index Fund· TIAA-CREF Funds | Non-compliant | 988 | 86% |
| TRSLX | Transamerica Small Cap Value· TRANSAMERICA FUNDS | Non-compliant | 159 | 86% |
| TRSPX | Nuveen S&P 500 Index Fund· TIAA-CREF Funds | Non-compliant | 513 | 98% |
| TRSSX | T. Rowe Price Institutional Small-Cap Stock Fund· T. Rowe Price Equity Funds, Inc. | Non-compliant | 326 | 72% |
| TRSTX | T. Rowe Price Ultra Short-Term Bond Fund· T. ROWE PRICE SHORT-TERM BOND FUND, INC. | Non-compliant | 542 | 27% |
| TRSY | Xtrackers US 0-1 Year Treasury ETF· DBX ETF Trust | Non-compliant | 93 | 100% |
| TRSYX | T. Rowe Price Small-Cap Index Fund· T. ROWE PRICE INDEX TRUST, INC. | Non-compliant | 1,991 | 73% |
| TRSZX | T. Rowe Price Mid-Cap Index Fund· T. ROWE PRICE INDEX TRUST, INC. | Non-compliant | 526 | 79% |
| TRTIX | T. Rowe Price International Value Equity Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 150 | 77% |
| TRTZX | T. Rowe Price Mid-Cap Value Fund, Inc.· T. ROWE PRICE MID-CAP VALUE FUND, INC. | Non-compliant | 130 | 79% |
| TRUF | VanEck Financials TruSector ETF· VanEck ETF Trust | Non-compliant | 77 | 39% |
| TRUH | VanEck Healthcare TruSector ETF· VanEck ETF Trust | Non-compliant | 60 | 100% |
| TRUI | VanEck Industrials TruSector ETF· VanEck ETF Trust | Non-compliant | 81 | 98% |
| TRULX | T. Rowe Price U.S. Large-Cap Core Fund, Inc.· T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | Non-compliant | 79 | 92% |
| TRUO | VanEck Consumer Staples TruSector ETF· VanEck ETF Trust | Non-compliant | 37 | 60% |
| TRUZX | T. Rowe Price New Horizons Fund, Inc.· T. ROWE PRICE NEW HORIZONS FUND, INC. | Non-compliant | 431 | 74% |
| TRVHX | Nuveen Mid Cap Value Fund· TIAA-CREF Funds | Non-compliant | 77 | 92% |
| TRVLX | T. Rowe Price Value Fund, Inc.· T. ROWE PRICE VALUE FUND, INC. | Non-compliant | 110 | 89% |
| TRVPX | Nuveen Mid Cap Value Fund· TIAA-CREF Funds | Non-compliant | 77 | 92% |
| TRVRX | Nuveen Mid Cap Value Fund· TIAA-CREF Funds | Non-compliant | 77 | 92% |
| TRVZX | T. Rowe Price New Income Fund, Inc.· T. ROWE PRICE NEW INCOME FUND, INC. | Non-compliant | 1,807 | 62% |
| TRWAX | Transamerica International Equity· TRANSAMERICA FUNDS | Non-compliant | 106 | 98% |
| TRWCX | Transamerica International Equity· TRANSAMERICA FUNDS | Non-compliant | 106 | 98% |
| TRWFX | Transamerica International Equity· TRANSAMERICA FUNDS | Non-compliant | 106 | 98% |
| TRWIX | Transamerica International Equity· TRANSAMERICA FUNDS | Non-compliant | 106 | 98% |
| TRWRX | Transamerica International Equity· TRANSAMERICA FUNDS | Non-compliant | 106 | 98% |
| TRWTX | Transamerica International Equity· TRANSAMERICA FUNDS | Non-compliant | 106 | 98% |
| TRXAX | Catalyst/MAP Global Balanced Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 69 | 71% |
| TRXCX | Catalyst/MAP Global Balanced Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 69 | 71% |
| TRXIX | Catalyst/MAP Global Balanced Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 69 | 71% |
| TRZAX | T. Rowe Price Value Fund, Inc.· T. ROWE PRICE VALUE FUND, INC. | Non-compliant | 110 | 89% |
| TRZBX | T. Rowe Price Blue Chip Growth Fund, Inc.· T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | Non-compliant | 80 | 92% |
| TRZCX | T. Rowe Price Corporate Income Fund, Inc.· T. ROWE PRICE CORPORATE INCOME FUND, INC. | Non-compliant | 318 | 46% |
| TRZDX | T. Rowe Price Dividend Growth Fund, Inc.· T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | Non-compliant | 95 | 88% |
| TRZEX | T. Rowe Price Emerging Europe Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 42 | 53% |
| TRZFX | T. Rowe Price Emerging Markets Local Currency Bond Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 327 | 11% |
| TRZGX | T. Rowe Price GNMA Fund· T. ROWE PRICE GNMA FUND, INC. | Non-compliant | 609 | 90% |
| TRZHX | T. Rowe Price Inflation Protected Bond Fund, Inc.· T. ROWE PRICE INFLATION PROTECTED BOND FUND, INC. | Non-compliant | 52 | 99% |
| TRZIX | T. Rowe Price Small-Cap Index Fund· T. ROWE PRICE INDEX TRUST, INC. | Non-compliant | 1,991 | 73% |
| TRZJX | T. Rowe Price Japan Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 80 | 83% |
| TRZKX | T. Rowe Price International Discovery Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 246 | 70% |
| TRZLX | T. Rowe Price U.S. Large-Cap Core Fund, Inc.· T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | Non-compliant | 79 | 92% |
| TRZMX | T. Rowe Price Africa & Middle East Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 75 | 52% |
| TRZNX | T. Rowe Price New Asia Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 74 | 69% |
| TRZOX | T. Rowe Price Short-Term Bond Fund, Inc.· T. ROWE PRICE SHORT-TERM BOND FUND, INC. | Non-compliant | 1,027 | 42% |
| TRZPX | T. Rowe Price European Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 74 | 75% |
| TRZQX | T. Rowe Price Equity Income Fund· T. ROWE PRICE EQUITY INCOME FUND, INC. | Non-compliant | 119 | 90% |
| TRZRX | T. Rowe Price Real Assets Fund, Inc.· T. ROWE PRICE REAL ASSETS FUND, INC. | Non-compliant | 396 | 80% |
| TRZSX | T. Rowe Price Overseas Stock Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 142 | 79% |
| TRZTX | T. Rowe Price U.S. Treasury Intermediate Index Fund· T. ROWE PRICE U.S. TREASURY FUNDS, INC. | Non-compliant | 54 | 100% |
| TRZUX | T. Rowe Price U.S. Treasury Long-Term Index Fund· T. ROWE PRICE U.S. TREASURY FUNDS, INC. | Non-compliant | 66 | 99% |
| TRZVX | T. Rowe Price Small-Cap Value Fund, Inc.· T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | Non-compliant | 416 | 72% |
| TRZWX | T. Rowe Price Ultra Short-Term Bond Fund· T. ROWE PRICE SHORT-TERM BOND FUND, INC. | Non-compliant | 542 | 27% |
| TRZYX | T. Rowe Price Latin America Fund· T. ROWE PRICE INTERNATIONAL FUNDS, INC. | Non-compliant | 47 | 31% |
| TRZZX | T. Rowe Price Small-Cap Stock Fund, Inc.· T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | Non-compliant | 326 | 73% |
| TSAGX | Touchstone Strategic Trust-Touchstone Large Company Growth Fund· Touchstone Strategic Trust | Non-compliant | 26 | 100% |
| TSAMX | Thornburg Summit Fund· THORNBURG INVESTMENT TRUST | Non-compliant | 218 | 79% |
| TSBBX | Nuveen Core Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 1,118 | 56% |
| TSBHX | Nuveen Core Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 1,118 | 56% |
| TSBIX | Nuveen Core Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 1,118 | 56% |
| TSBLX | T. Rowe Price QM U.S. Bond Index Fund· T. ROWE PRICE QM U.S. BOND INDEX FUND, INC. | Non-compliant | 1,654 | 67% |
| TSBPX | Nuveen Core Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 1,118 | 56% |
| TSBRX | Nuveen Core Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 1,118 | 56% |
| TSBZX | T. Rowe Price QM U.S. Bond Index Fund· T. ROWE PRICE QM U.S. BOND INDEX FUND, INC. | Non-compliant | 1,654 | 67% |
| TSCGX | THRIVENT SMALL CAP GROWTH FUND· Thrivent Mutual Funds | Non-compliant | 98 | 85% |
| TSCHX | Nuveen Quant Small Cap Equity Fund· TIAA-CREF Funds | Non-compliant | 405 | 80% |
| TSCIX | AMG TimesSquare Small Cap Growth Fund· AMG Funds | Non-compliant | 96 | 82% |
| TSCM | TimesSquare Quality Mid Cap Growth ETF· 2023 ETF Series Trust | Non-compliant | 41 | 98% |
| TSCPX | AMG TimesSquare Small Cap Growth Fund· AMG Funds | Non-compliant | 96 | 82% |
| TSCSX | THRIVENT SMALL CAP STOCK FUND· Thrivent Mutual Funds | Non-compliant | 84 | 79% |
| TSCV | Thrivent Small Cap Value ETF· Thrivent ETF Trust | Non-compliant | 60 | 78% |
| TSCWX | Nuveen Quant Small Cap Equity Fund· TIAA-CREF Funds | Non-compliant | 405 | 80% |
| TSDAX | Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund· Touchstone Funds Group Trust | Non-compliant | 268 | 9% |
| TSDBX | Nuveen Short Duration Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 289 | 31% |
| TSDCX | Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund· Touchstone Funds Group Trust | Non-compliant | 268 | 9% |
| TSDDX | Nuveen Short Duration Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 289 | 31% |
| TSDFX | Nuveen Short Duration Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 289 | 31% |
| TSDHX | Nuveen Short Duration Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 289 | 31% |
| TSDIX | Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund· Touchstone Funds Group Trust | Non-compliant | 268 | 9% |
| TSDJX | Nuveen Short Duration Impact Bond Fund· TIAA-CREF Funds | Non-compliant | 289 | 31% |
30,394 funds · page 169 of 304