30,345 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 |
|---|---|---|---|---|
| EFV | iShares MSCI EAFE Value ETF· iShares Trust | Non-compliant | 421 | 89% |
| EGFFX | Edgewood Growth Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 24 | 98% |
| EGFIX | Edgewood Growth Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 24 | 98% |
| EGFSX | Edgewood Growth Fund· ADVISORS' INNER CIRCLE FUND | Non-compliant | 24 | 98% |
| EGGS | Nestyield Total Return Guard ETF· Tidal Trust III | Non-compliant | 43 | 86% |
| EGINX | Invesco International Value Fund· AIM International Mutual Funds (Invesco International Mutual Funds) | Non-compliant | 58 | 90% |
| EGLAX | Eagle Energy Infrastructure Fund· Northern Lights Fund Trust | Non-compliant | 23 | 80% |
| EGLBX | ELFUN INTERNATIONAL EQUITY FUND | Non-compliant | 60 | 97% |
| EGLCX | Eagle Energy Infrastructure Fund· Northern Lights Fund Trust | Non-compliant | 23 | 76% |
| EGLE | Global X S&P 500 U.S. Revenue Leaders ETF· GLOBAL X FUNDS | Non-compliant | 376 | 99% |
| EGLIX | Eagle Energy Infrastructure Fund· Northern Lights Fund Trust | Non-compliant | 23 | 76% |
| EGMZX | Emerging Markets Portfolio· BERNSTEIN SANFORD C FUND INC | Non-compliant | 163 | 82% |
| EGOAX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGOCX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGOIX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGORX | Allspring Large Cap Core Fund· ALLSPRING FUNDS TRUST | Non-compliant | 52 | 97% |
| EGUS | iShares ESG Aware MSCI USA Growth ETF· iShares Trust | Non-compliant | 98 | 99% |
| EHCC | Global X Ethereum Covered Call ETF· GLOBAL X FUNDS | Non-compliant | 4 | 44% |
| EHI | Western Asset Global High Income Fund Inc. | Non-compliant | 398 | 26% |
| EHSTX | Eaton Vance Large-Cap Value Fund· Eaton Vance Special Investment Trust | Non-compliant | 63 | 96% |
| EIAMX | Eaton Vance Multi-Asset Credit Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 920 | 10% |
| EIBAX | Eaton Vance Total Return Bond Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 540 | 62% |
| EIBIX | Eaton Vance Income Fund of Boston· Eaton Vance Series Trust II | Non-compliant | 428 | 23% |
| EIBRX | Eaton Vance Income Fund of Boston· Eaton Vance Series Trust II | Non-compliant | 428 | 23% |
| EIBSX | Parametric TABS Short-Term Municipal Bond Fund· Eaton Vance Municipals Trust II | Non-compliant | 95 | 5% |
| EICCX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EICGX | Eaton Vance China Equity Fund· Eaton Vance Growth Trust | Non-compliant | 69 | 91% |
| EICIX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EICRX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EICVX | EIC Value Fund· FundVantage Trust | Non-compliant | 44 | 90% |
| EIDIX | Eaton Vance Global Equity Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 120 | 95% |
| EIDO | iShares MSCI Indonesia ETF· iShares Trust | Non-compliant | 85 | 74% |
| EIDOX | Eaton Vance Emerging Markets Debt Opportunities Fund· Eaton Vance Series Fund, Inc. | Non-compliant | 916 | 25% |
| EIEMX | Parametric Emerging Markets Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,211 | 73% |
| EIFVX | Eaton Vance Focused Value Opportunities Fund· Eaton Vance Growth Trust | Non-compliant | 37 | 96% |
| EIHSX | Eaton Vance Worldwide Health Sciences Fund· Eaton Vance Growth Trust | Non-compliant | 42 | 97% |
| EIISX | Parametric International Equity Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 1,018 | 92% |
| EILAX | Eaton Vance International Small-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 93 | 90% |
| EILBX | Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund· Eaton Vance Municipals Trust II | Non-compliant | 96 | 10% |
| EILDX | Eaton Vance Short Duration Government Income Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 855 | 94% |
| EILGX | Eaton Vance Atlanta Capital Focused Growth Fund· Eaton Vance Growth Trust | Non-compliant | 23 | 96% |
| EILIX | Eaton Vance International Small-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 93 | 90% |
| EILVX | Eaton Vance Large-Cap Value Fund· Eaton Vance Special Investment Trust | Non-compliant | 63 | 96% |
| EINC | VanEck Energy Income ETF· VanEck ETF Trust | Non-compliant | 31 | 80% |
| EINFX | ELFUN INCOME FUND | Non-compliant | 1,040 | 62% |
| EIPFX | EIP Growth and Income Fund· EIP Investment Trust | Non-compliant | 69 | 72% |
| EIPI | FT Energy Income Partners Enhanced Income ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 127 | 80% |
| EIPIX | EIP Growth and Income Fund· EIP Investment Trust | Non-compliant | 69 | 72% |
| EIPTX | UBS Engage For Impact Fund· UBS FUNDS | Non-compliant | 52 | 87% |
| EIPX | FT Energy Income Partners Strategy ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 86 | 76% |
| EIRAX | Eaton Vance All Asset Strategy Fund· Eaton Vance Growth Trust | Non-compliant | 233 | 54% |
| EIRL | iShares MSCI Ireland ETF· iShares Trust | Non-compliant | 31 | 19% |
| EIS | iShares MSCI Israel ETF· iShares, Inc. | Non-compliant | 120 | 65% |
| EISAX | Carillon ClariVest International Stock Fund· Carillon Series Trust | Non-compliant | 148 | 88% |
| EISDX | Carillon ClariVest International Stock Fund· Carillon Series Trust | Non-compliant | 148 | 88% |
| EISGX | Eaton Vance Small-Cap Fund· Eaton Vance Special Investment Trust | Non-compliant | 69 | 87% |
| EISIX | Carillon ClariVest International Stock Fund· Carillon Series Trust | Non-compliant | 148 | 88% |
| EISMX | Eaton Vance Atlanta Capital SMID-Cap Fund· Eaton Vance Growth Trust | Non-compliant | 57 | 83% |
| EISVX | Carillon ClariVest International Stock Fund· Carillon Series Trust | Non-compliant | 148 | 88% |
| EITEX | Parametric Tax-Managed Emerging Markets Fund· Eaton Vance Series Trust II | Non-compliant | 1,445 | 73% |
| EIUTX | Eaton Vance Dividend Builder Fund· Eaton Vance Special Investment Trust | Non-compliant | 58 | 95% |
| EIVAX | Allspring Special Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| EIVCX | Allspring Special Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| EIVDX | Allspring Special Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| EIVFX | Allspring Special Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| EIVIX | Allspring Special Large Cap Value Fund· ALLSPRING FUNDS TRUST | Non-compliant | 44 | 97% |
| EIVPX | Parametric Volatility Risk Premium - Defensive Fund· Eaton Vance Mutual Funds Trust | Non-compliant | 211 | 96% |
| EIXAX | Catalyst Enhanced Income Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 80 | 21% |
| EIXCX | Catalyst Enhanced Income Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 80 | 21% |
| EIXIX | Catalyst Enhanced Income Strategy Fund· MUTUAL FUND SERIES TRUST | Non-compliant | 80 | 21% |
| EKBAX | Allspring Diversified Capital Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 107 | 93% |
| EKBCX | Allspring Diversified Capital Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 107 | 94% |
| EKBDX | Allspring Diversified Capital Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 107 | 93% |
| EKBYX | Allspring Diversified Capital Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 107 | 93% |
| EKG | First Trust Nasdaq Lux Digital Health Solutions ETF· First Trust Exchange-Traded Fund II | Non-compliant | 39 | 99% |
| EKGAX | Allspring Special Global Small Cap Fund· ALLSPRING FUNDS TRUST | Non-compliant | 89 | 88% |
| EKGCX | Allspring Special Global Small Cap Fund· ALLSPRING FUNDS TRUST | Non-compliant | 89 | 88% |
| EKGIX | Allspring Special Global Small Cap Fund· ALLSPRING FUNDS TRUST | Non-compliant | 89 | 88% |
| EKGYX | Allspring Special Global Small Cap Fund· ALLSPRING FUNDS TRUST | Non-compliant | 89 | 88% |
| EKHAX | Allspring High Yield Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 270 | 28% |
| EKHCX | Allspring High Yield Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 270 | 28% |
| EKHIX | Allspring High Yield Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 270 | 29% |
| EKHYX | Allspring High Yield Bond Fund· ALLSPRING FUNDS TRUST | Non-compliant | 270 | 28% |
| EKJAX | Allspring Premier Large Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 100% |
| EKJCX | Allspring Premier Large Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 100% |
| EKJFX | Allspring Premier Large Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 100% |
| EKJYX | Allspring Premier Large Company Growth Fund· ALLSPRING FUNDS TRUST | Non-compliant | 63 | 100% |
| EKSAX | Allspring Diversified Income Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 453 | 55% |
| EKSCX | Allspring Diversified Income Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 453 | 55% |
| EKSDX | Allspring Diversified Income Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 453 | 55% |
| EKSRX | Allspring Diversified Income Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 453 | 55% |
| EKSYX | Allspring Diversified Income Builder Fund· ALLSPRING FUNDS TRUST | Non-compliant | 453 | 55% |
| ELBAX | Ashmore Emerging Markets Local Currency Bond Fund· Ashmore Funds | Non-compliant | 203 | 6% |
| ELBCX | Ashmore Emerging Markets Local Currency Bond Fund· Ashmore Funds | Non-compliant | 203 | 6% |
| ELBIX | Ashmore Emerging Markets Local Currency Bond Fund· Ashmore Funds | Non-compliant | 203 | 6% |
| ELCIX | Eaton Vance Growth Fund· Eaton Vance Special Investment Trust | Non-compliant | 54 | 98% |
| ELCRX | Eaton Vance Growth Fund· Eaton Vance Special Investment Trust | Non-compliant | 54 | 98% |
| ELCV | Eventide High Dividend ETF· Strategy Shares | Non-compliant | 46 | 96% |
| ELD | WisdomTree Emerging Markets Local Debt Fund· WisdomTree Trust | Non-compliant | 220 | 7% |
| ELDFX | ELFUN DIVERSIFIED FUND | Non-compliant | 1,563 | 65% |
30,345 funds · page 41 of 304