30,302 funds screened by look-through to their filed holdings
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.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
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 |
|---|---|---|---|---|
| TWMIX | Emerging Markets Fund· American Century World Mutual Funds, Inc. | Non-compliant | 88 | 87% |
| TWMMX | Washington Mutual Investors Fund | Non-compliant | 200 | 93% |
| TWMTX | Transamerica US Growth· TRANSAMERICA FUNDS | Non-compliant | 62 | 98% |
| TWNFX | New World Fund Inc | Non-compliant | 613 | 84% |
| TWOEX | TCW White Oak Emerging Markets Equity Fund· TCW FUNDS INC | Non-compliant | 207 | 86% |
| TWQAX | Transamerica Large Cap Value· TRANSAMERICA FUNDS | Non-compliant | 46 | 98% |
| TWQCX | Transamerica Large Cap Value· TRANSAMERICA FUNDS | Non-compliant | 45 | 100% |
| TWQIX | Transamerica Large Cap Value· TRANSAMERICA FUNDS | Non-compliant | 45 | 100% |
| TWQZX | Transamerica Large Cap Value· TRANSAMERICA FUNDS | Non-compliant | 45 | 100% |
| TWRCX | Growth Fund· American Century Mutual Funds, Inc. | Non-compliant | 89 | 97% |
| TWSAX | Strategic Allocation: Aggressive Fund· American Century Strategic Asset Allocations Inc | Non-compliant | 1,186 | 31% |
| TWSCX | Strategic Allocation: Conservative Fund· American Century Strategic Asset Allocations Inc | Non-compliant | 1,246 | 42% |
| TWSFX | SMALLCAP World Fund Inc | Non-compliant | 862 | 80% |
| TWSGX | Transwestern Institutional Short Duration Govt Bd Fd· Northern Lights Fund Trust | Non-compliant | 172 | 100% |
| TWSMX | Strategic Allocation: Moderate Fund· American Century Strategic Asset Allocations Inc | Non-compliant | 1,252 | 36% |
| TWUAX | Ultra Fund· American Century Mutual Funds, Inc. | Non-compliant | 65 | 99% |
| TWUIX | Ultra Fund· American Century Mutual Funds, Inc. | Non-compliant | 66 | 100% |
| TWUOX | Short-Term Government Fund· American Century Government Income Trust | Non-compliant | 95 | 93% |
| TWUSX | Short-Term Government Fund· American Century Government Income Trust | Non-compliant | 95 | 93% |
| TWVLX | Value Fund· American Century Capital Portfolios, Inc. | Non-compliant | 108 | 91% |
| TXUE | Thornburg International Equity ETF· Thornburg ETF Trust | Non-compliant | 49 | 91% |
| TXUG | Thornburg International Growth ETF· Thornburg ETF Trust | Non-compliant | 42 | 88% |
| TY | TRI-CONTINENTAL Corp | Non-compliant | 240 | 79% |
| TY-P | TRI-CONTINENTAL Corp | Non-compliant | 240 | 80% |
| TYG | Tortoise Energy Infrastructure Corp | Non-compliant | 36 | 86% |
| TYHYX | Victory Pioneer High Yield Fund· Victory Portfolios IV | Non-compliant | 205 | 30% |
| TYLD | Cambria Tactical Yield ETF· Cambria ETF Trust | Non-compliant | 4 | 98% |
| TYO | Direxion Daily 7-10 Year Treasury Bear 3X Shares· Direxion Shares ETF Trust | Non-compliant | 6 | 10% |
| TZINX | Templeton Global Dynamic Income Fund· Templeton Global Investment Trust | Non-compliant | 201 | 43% |
| UANQX | Victory Nasdaq-100 Index Fund· Victory Portfolios III | Non-compliant | 108 | 97% |
| UAPIX | ULTRA SMALL CAP PROFUND· ProFunds | Non-compliant | 1,978 | 54% |
| UAPSX | ULTRA SMALL CAP PROFUND· ProFunds | Non-compliant | 1,978 | 54% |
| UASBX | Victory Short-Term Bond Fund· Victory Portfolios III | Non-compliant | 1,095 | 40% |
| UBND | VictoryShares Core Plus Bond ETF· Victory Portfolios II | Non-compliant | 1,536 | 59% |
| UBPIX | ULTRALATIN AMERICA PROFUND· ProFunds | Non-compliant | 44 | 62% |
| UBPSX | ULTRALATIN AMERICA PROFUND· ProFunds | Non-compliant | 44 | 62% |
| UBVAX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 75% |
| UBVCX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 77% |
| UBVFX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 77% |
| UBVLX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 77% |
| UBVRX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 77% |
| UBVSX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 77% |
| UBVTX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 77% |
| UBVUX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 77% |
| UBVVX | Undiscovered Managers Behavioral Value Fund· UNDISCOVERED MANAGERS FUNDS | Non-compliant | 88 | 75% |
| UCAGX | Victory Cornerstone Aggressive Fund· Victory Portfolios III | Non-compliant | 381 | 32% |
| UCMCX | Victory Cornerstone Moderately Conservative Fund· Victory Portfolios III | Non-compliant | 113 | 15% |
| UCNQX | Victory Nasdaq-100 Index Fund· Victory Portfolios III | Non-compliant | 108 | 97% |
| UCON | First Trust Smith Unconstrained Bond ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 505 | 60% |
| UCRD | VictoryShares Corporate Bond ETF· Victory Portfolios II | Non-compliant | 497 | 61% |
| UDI | USCF Dividend Income Fund· USCF ETF Trust | Non-compliant | 41 | 92% |
| UDIV | Franklin U.S. Core Dividend Tilt Index ETF· Franklin Templeton ETF Trust | Non-compliant | 283 | 97% |
| UDOW | ProShares UltraPro Dow30· ProShares Trust | Non-compliant | 44 | 64% |
| UDPIX | ULTRA DOW 30 PROFUND· ProFunds | Non-compliant | 42 | 69% |
| UDPSX | ULTRA DOW 30 PROFUND· ProFunds | Non-compliant | 42 | 69% |
| UEIAX | UBS Engage For Impact Fund· UBS FUNDS | Non-compliant | 52 | 87% |
| UEIPX | UBS Engage For Impact Fund· UBS FUNDS | Non-compliant | 52 | 87% |
| UEMAX | UBS Emerging Markets Equity Opportunity Fund· UBS FUNDS | Non-compliant | 40 | 92% |
| UEMPX | UBS Emerging Markets Equity Opportunity Fund· UBS FUNDS | Non-compliant | 40 | 92% |
| UEPIX | EUROPE 30 PROFUND· ProFunds | Non-compliant | 31 | 94% |
| UEPSX | EUROPE 30 PROFUND· ProFunds | Non-compliant | 31 | 94% |
| UEVM | VictoryShares Emerging Markets Value Momentum ETF· Victory Portfolios II | Non-compliant | 208 | 79% |
| UFIV | US Treasury 5 Year Note ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| UFO | Procure Space ETF· Procure ETF Trust II | Non-compliant | 66 | 74% |
| UFOD | Tuttle Capital UFO Disclosure ETF· ETF Opportunities Trust | Non-compliant | 60 | 78% |
| UFOX | Defiance Connective Technologies ETF· ETF Series Solutions | Non-compliant | 60 | 71% |
| UGE | ProShares Ultra Consumer Staples· ProShares Trust | Non-compliant | 45 | 59% |
| UGIEX | Victory Global Equity Income Fund· Victory Portfolios III | Non-compliant | 129 | 95% |
| UGLSX | U.S. Global Leaders Growth Fund· John Hancock Capital Series | Non-compliant | 28 | 94% |
| UGMVX | Victory Global Managed Volatility Fund· Victory Portfolios III | Non-compliant | 272 | 96% |
| UGOFX | Victory Global Managed Volatility Fund· Victory Portfolios III | Non-compliant | 272 | 96% |
| UGPIX | ULTRACHINA PROFUND· ProFunds | Non-compliant | 56 | 74% |
| UGPSX | ULTRACHINA PROFUND· ProFunds | Non-compliant | 56 | 74% |
| UGSCX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| UGSDX | USGI U.S. GOVERNMENT SECURITIES ULTRA-SHORT BOND FUND· U.S. GLOBAL INVESTORS FUNDS | Non-compliant | 12 | 100% |
| UGSFX | U.S. Government Securities Fund· AMERICAN FUNDS INCOME SERIES | Non-compliant | 1,526 | 92% |
| UGTAX | Victory Growth and Tax Strategy Fund· Victory Portfolios III | Non-compliant | 787 | 47% |
| UGTCX | Victory Growth and Tax Strategy Fund· Victory Portfolios III | Non-compliant | 787 | 47% |
| UGTIX | Victory Growth and Tax Strategy Fund· Victory Portfolios III | Non-compliant | 787 | 47% |
| UICGX | Victory Capital Growth Fund· Victory Portfolios III | Non-compliant | 478 | 93% |
| UIEMX | Victory Emerging Markets Fund· Victory Portfolios III | Non-compliant | 291 | 84% |
| UIGIX | Victory Growth & Income Fund· Victory Portfolios III | Non-compliant | 443 | 97% |
| UIGRX | Victory Growth Fund· Victory Portfolios III | Non-compliant | 81 | 99% |
| UIGSX | Victory Government Securities Fund· Victory Portfolios III | Non-compliant | 485 | 94% |
| UIHIX | Victory High Income Fund· Victory Portfolios III | Non-compliant | 496 | 22% |
| UIIFX | Victory International Fund· Victory Portfolios III | Non-compliant | 443 | 86% |
| UIINX | Victory Income Fund· Victory Portfolios III | Non-compliant | 1,078 | 55% |
| UIISX | Victory Income Stock Fund· Victory Portfolios III | Non-compliant | 149 | 96% |
| UIITX | Victory Core Plus Intermediate Bond Fund· Victory Portfolios III | Non-compliant | 1,404 | 53% |
| UINCX | Victory Income Fund· Victory Portfolios III | Non-compliant | 1,078 | 55% |
| UINQX | Victory Nasdaq-100 Index Fund· Victory Portfolios III | Non-compliant | 106 | 98% |
| UISBX | Victory Short-Term Bond Fund· Victory Portfolios III | Non-compliant | 1,095 | 40% |
| UISCX | Victory Small Cap Stock Fund· Victory Portfolios III | Non-compliant | 484 | 79% |
| UITB | VictoryShares Core Intermediate Bond ETF· Victory Portfolios II | Non-compliant | 1,186 | 68% |
| UITBX | Victory Core Plus Intermediate Bond Fund· Victory Portfolios III | Non-compliant | 1,404 | 53% |
| UITCX | Victory Core Plus Intermediate Bond Fund· Victory Portfolios III | Non-compliant | 1,506 | 54% |
| UIVAX | Victory Value Fund· Victory Portfolios III | Non-compliant | 182 | 96% |
| UIVCX | MFS Intrinsic Equity Fund· MFS Series Trust VII | Non-compliant | 78 | 94% |
| UIVIX | MFS Intrinsic Equity Fund· MFS Series Trust VII | Non-compliant | 78 | 94% |
| UIVM | VictoryShares International Value Momentum ETF· Victory Portfolios II | Non-compliant | 208 | 87% |
30,302 funds · page 172 of 304