30,325 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 |
|---|---|---|---|---|
| JGCGX | JPMorgan Income Fund· JPMorgan Trust I | Undecided | 2,813 | 51% |
| JGCIX | Janus Henderson Global Allocation Fund - Growth· Janus Investment Fund | Undecided | 19 | — |
| JGCSX | Janus Henderson Global Allocation Fund - Growth· Janus Investment Fund | Undecided | 19 | — |
| JGCXX | — | Undecided | 73 | — |
| JGH | Nuveen Global High Income Fund | Undecided | 388 | 16% |
| JGHTX | Multimanager 2060 Lifetime Portfolio· John Hancock Funds II | Undecided | 83 | 1% |
| JGIAX | JPMorgan Income Fund· JPMorgan Trust I | Undecided | 2,813 | 51% |
| JGMXX | — | Undecided | 282 | — |
| JGNXX | — | Undecided | 239 | — |
| JHAUX | 2025 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 33 | 5% |
| JHAVX | 2030 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 34 | 3% |
| JHAYX | 2035 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 34 | 2% |
| JHBAX | 2040 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 29 | 1% |
| JHBEX | 2045 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 29 | 1% |
| JHBFX | 2050 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JHBJX | 2055 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JHBKX | 2060 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JHBLX | 2065 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JHBZX | Multimanager 2070 Lifetime Portfolio· John Hancock Funds II | Undecided | 28 | 0% |
| JHEQX | JPMorgan Hedged Equity Fund· JPMorgan Trust I | Undecided | 155 | 86% |
| JHFMX | John Hancock Managed Account Shares Non-Investment-Grade Municipal Bond Portfolio· John Hancock Strategic Series | Undecided | 106 | — |
| JHGDX | Opportunistic Fixed Income Fund· John Hancock Funds II | Undecided | 1,532 | 44% |
| JHGPX | Lifestyle Growth Portfolio· John Hancock Variable Insurance Trust | Undecided | 32 | 4% |
| JHIKX | 2060 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JHLAX | Multimanager Lifestyle Balanced Portfolio· John Hancock Funds II | Undecided | 85 | 5% |
| JHLGX | Multimanager Lifestyle Growth Portfolio· John Hancock Funds II | Undecided | 85 | 2% |
| JHLN | John Hancock Global Senior Loan ETF· John Hancock Exchange-Traded Fund Trust | Undecided | 441 | 5% |
| JHMU | John Hancock Dynamic Municipal Bond ETF· John Hancock Exchange-Traded Fund Trust | Undecided | 220 | — |
| JHMXX | — | Undecided | 114 | 38% |
| JHOAX | 2070 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 15 | 0% |
| JHOBX | 2070 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 15 | 0% |
| JHODX | 2070 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 15 | 0% |
| JHOPX | Multimanager 2070 Lifetime Portfolio· John Hancock Funds II | Undecided | 28 | 0% |
| JHOQX | Multimanager 2070 Lifetime Portfolio· John Hancock Funds II | Undecided | 28 | 0% |
| JHOXX | — | Undecided | 115 | 39% |
| JHQAX | JPMorgan Hedged Equity Fund· JPMorgan Trust I | Undecided | 155 | 86% |
| JHQCX | JPMorgan Hedged Equity Fund· JPMorgan Trust I | Undecided | 155 | 86% |
| JHQPX | JPMorgan Hedged Equity Fund· JPMorgan Trust I | Undecided | 155 | 86% |
| JHQRX | JPMorgan Hedged Equity Fund· JPMorgan Trust I | Undecided | 155 | 86% |
| JHRDX | Multimanager 2040 Lifetime Portfolio· John Hancock Funds II | Undecided | 88 | 1% |
| JHRGX | Multimanager 2030 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 4% |
| JHRMX | Multimanager 2035 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 2% |
| JHROX | Multimanager 2045 Lifetime Portfolio· John Hancock Funds II | Undecided | 86 | 1% |
| JHRPX | Multimanager 2050 Lifetime Portfolio· John Hancock Funds II | Undecided | 83 | 1% |
| JHRTX | Multimanager 2055 Lifetime Portfolio· John Hancock Funds II | Undecided | 83 | 1% |
| JHSFX | Short Duration Municipal Opportunities Fund· John Hancock Municipal Securities Trust | Undecided | 348 | — |
| JHSHX | Short Duration Municipal Opportunities Fund· John Hancock Municipal Securities Trust | Undecided | 348 | — |
| JHSJX | Short Duration Municipal Opportunities Fund· John Hancock Municipal Securities Trust | Undecided | 348 | — |
| JHSKX | Short Duration Municipal Opportunities Fund· John Hancock Municipal Securities Trust | Undecided | 348 | — |
| JHSOX | New Opportunities Fund· John Hancock Funds II | Undecided | — | — |
| JHTFX | High Yield Municipal Bond Fund· John Hancock Municipal Securities Trust | Undecided | 422 | — |
| JHYMX | High Yield Municipal Bond Fund· John Hancock Municipal Securities Trust | Undecided | 422 | — |
| JIBOX | Lifestyle Blend Balanced Portfolio· John Hancock Funds II | Undecided | 35 | 5% |
| JIBRX | Lifestyle Blend Balanced Portfolio· John Hancock Funds II | Undecided | 35 | 5% |
| JIDO | — | Undecided | — | — |
| JIEHX | 2060 Lifetime Blend Portfolio· John Hancock Funds II | Undecided | 20 | 0% |
| JIEIX | abrdn Emerging Markets Dividend Fund· abrdn Funds | Undecided | — | — |
| JIGDX | Opportunistic Fixed Income Fund· John Hancock Funds II | Undecided | 1,532 | 44% |
| JIHAX | JPMorgan International Hedged Equity Fund· JPMorgan Trust IV | Undecided | — | — |
| JIHCX | JPMorgan International Hedged Equity Fund· JPMorgan Trust IV | Undecided | — | — |
| JIHIX | JPMorgan International Hedged Equity Fund· JPMorgan Trust IV | Undecided | — | — |
| JIHRX | JPMorgan International Hedged Equity Fund· JPMorgan Trust IV | Undecided | — | — |
| JIHYX | JPMorgan International Hedged Equity Fund· JPMorgan Trust IV | Undecided | — | — |
| JIIOX | Lifestyle Blend Aggressive Portfolio· John Hancock Funds II | Undecided | 28 | 0% |
| JIIRX | Lifestyle Blend Aggressive Portfolio· John Hancock Funds II | Undecided | 28 | 0% |
| JILAX | Multimanager Lifestyle Aggressive Portfolio· John Hancock Funds II | Undecided | 76 | 1% |
| JILBX | Multimanager Lifestyle Balanced Portfolio· John Hancock Funds II | Undecided | 85 | 5% |
| JILGX | Multimanager Lifestyle Growth Portfolio· John Hancock Funds II | Undecided | 85 | 2% |
| JIMIX | JPMorgan Short-Intermediate Municipal Bond Fund· JPMorgan Trust II | Undecided | 415 | 0% |
| JIMXX | — | Undecided | 483 | 27% |
| JINT | — | Undecided | — | — |
| JINTX | — | Undecided | 1 | — |
| JINXX | — | Undecided | 483 | 27% |
| JISOX | New Opportunities Fund· John Hancock Funds II | Undecided | — | — |
| JITAX | JPMorgan National Municipal Income Fund· JPMorgan Trust I | Undecided | 496 | 0% |
| JITCX | JPMorgan National Municipal Income Fund· JPMorgan Trust I | Undecided | 496 | 0% |
| JITIX | JPMorgan National Municipal Income Fund· JPMorgan Trust I | Undecided | 496 | 0% |
| JITZX | JPMorgan National Municipal Income Fund· JPMorgan Trust I | Undecided | 496 | 0% |
| JIVAX | JPMorgan U.S. Applied Data Science Value Fund· JPMorgan Trust I | Undecided | — | — |
| JIVCX | JPMorgan U.S. Applied Data Science Value Fund· JPMorgan Trust I | Undecided | — | — |
| JIVMX | JPMorgan U.S. Applied Data Science Value Fund· JPMorgan Trust I | Undecided | — | — |
| JIVRX | JPMorgan U.S. Applied Data Science Value Fund· JPMorgan Trust I | Undecided | — | — |
| JIVZX | JPMorgan U.S. Applied Data Science Value Fund· JPMorgan Trust I | Undecided | — | — |
| JJERX | Multimanager 2060 Lifetime Portfolio· John Hancock Funds II | Undecided | 83 | 1% |
| JLCAX | JPMorgan U.S. Large Cap Core Plus Fund· JPMorgan Trust I | Undecided | 268 | 97% |
| JLCO | — | Undecided | — | — |
| JLFAX | Multimanager 2030 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 4% |
| JLFEX | Multimanager 2030 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 4% |
| JLFGX | Multimanager 2030 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 4% |
| JLFHX | Multimanager 2030 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 4% |
| JLFIX | Multimanager 2030 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 4% |
| JLFOX | Multimanager 2030 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 4% |
| JLGOX | Lifestyle Blend Growth Portfolio· John Hancock Funds II | Undecided | 34 | 3% |
| JLGSX | Lifestyle Blend Growth Portfolio· John Hancock Funds II | Undecided | 34 | 3% |
| JLHAX | Multimanager 2035 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 2% |
| JLHEX | Multimanager 2035 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 2% |
| JLHGX | Multimanager 2035 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 2% |
| JLHHX | Multimanager 2035 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 2% |
| JLHIX | Multimanager 2035 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 2% |
| JLHOX | Multimanager 2035 Lifetime Portfolio· John Hancock Funds II | Undecided | 92 | 2% |
30,325 funds · page 239 of 304