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 |
|---|---|---|---|---|
| HNCRX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCSX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCTX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCUX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNCVX | Harbor Ares Systematic Convertible Securities Fund· HARBOR FUNDS | Non-compliant | 152 | 72% |
| HNCYX | THE HARTFORD INTERNATIONAL GROWTH FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 44 | 99% |
| HNDDX | Horizon Equity Premium Income Fund· Horizon Funds | Non-compliant | 206 | 96% |
| HNDRX | Horizon Defined Risk Fund· Horizon Funds | Non-compliant | 517 | 86% |
| HNICX | Harbor International Compounders Fund· HARBOR FUNDS | Non-compliant | 30 | 93% |
| HNIDX | Harbor Diversified International All Cap Fund· HARBOR FUNDS | Non-compliant | 246 | 91% |
| HNINX | Harbor International Fund· HARBOR FUNDS | Non-compliant | 223 | 97% |
| HNISX | Harbor International Small Cap Fund· HARBOR FUNDS | Non-compliant | 65 | 94% |
| HNLVX | Harbor Large Cap Value Fund· HARBOR FUNDS | Non-compliant | 45 | 96% |
| HNMDX | Heartland Mid Cap Value Fund· HEARTLAND GROUP INC. | Non-compliant | 60 | 88% |
| HNMVX | Harbor Mid Cap Value Fund· HARBOR FUNDS | Non-compliant | 192 | 87% |
| HNRGX | Hennessy Energy Transition Fund· Hennessy Funds Trust | Non-compliant | 28 | 91% |
| HNRIX | Hennessy Energy Transition Fund· Hennessy Funds Trust | Non-compliant | 28 | 91% |
| HNSGX | Harbor Small Cap Growth Fund· HARBOR FUNDS | Non-compliant | 87 | 85% |
| HNTVX | Heartland Value Fund· HEARTLAND GROUP INC. | Non-compliant | 105 | 77% |
| HNVIX | Heartland Value Plus Fund· HEARTLAND GROUP INC. | Non-compliant | 55 | 89% |
| HNVRX | Harbor Small Cap Value Fund· HARBOR FUNDS | Non-compliant | 59 | 92% |
| HOBEX | Holbrook Income Fund· Two Roads Shared Trust | Non-compliant | 259 | 36% |
| HOBIX | Holbrook Income Fund· Two Roads Shared Trust | Non-compliant | 259 | 36% |
| HOIBX | Intermediate Bond Fund· Homestead Funds Trust | Non-compliant | 294 | 74% |
| HOLA | JPMorgan International Hedged Equity Laddered Overlay ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 222 | 96% |
| HOMPX | HW Opportunities MP Fund· HOTCHKIS & WILEY FUNDS/DE/ | Non-compliant | 48 | 79% |
| HOMZ | Hoya Capital Housing ETF· ETF Series Solutions | Non-compliant | 97 | 78% |
| HOOCX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOFX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOORX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOSX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOTX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOW | Roundhill HOOD WeeklyPay ETF· Roundhill ETF Trust | Non-compliant | 4 | 97% |
| HOOX | Defiance Daily Target 2x Long Hood ETF· Tidal Trust II | Non-compliant | 9 | 18% |
| HOOYX | Hartford Schroders US Small Cap Opportunities Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 82 | 87% |
| HOOZ | Defiance Daily Target 2x Short Hood ETF· Tidal Trust II | Non-compliant | 7 | 9% |
| HOSBX | Short-Term Bond Fund· HOMESTEAD FUNDS INC | Non-compliant | 248 | 64% |
| HOSGX | Short-Term Government Securities Fund· HOMESTEAD FUNDS INC | Non-compliant | 89 | 86% |
| HOVLX | Value Fund· HOMESTEAD FUNDS INC | Non-compliant | 57 | 97% |
| HOYY | GraniteShares YieldBOOST HOOD ETF· GraniteShares ETF Trust | Non-compliant | 8 | 98% |
| HPF | John Hancock Preferred Income Fund II | Non-compliant | 184 | 75% |
| HPI | John Hancock Preferred Income Fund | Non-compliant | 182 | 76% |
| HPS | John Hancock Preferred Income Fund III | Non-compliant | 181 | 76% |
| HQGO | Hartford US Quality Growth ETF· Lattice Strategies Trust | Non-compliant | 163 | 96% |
| HQH | abrdn Healthcare Investors | Non-compliant | 167 | 51% |
| HQIAX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQICX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQIFX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQIIX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQIRX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQISX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQITX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQIVX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQIYX | THE HARTFORD EQUITY INCOME FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 79 | 96% |
| HQL | abrdn Life Sciences Investors | Non-compliant | 158 | 41% |
| HRAUX | Carillon Eagle Mid Cap Growth Fund· Carillon Series Trust | Non-compliant | 97 | 90% |
| HRBDX | Harbor Core Plus Fund· HARBOR FUNDS | Non-compliant | 667 | 55% |
| HRCAX | Harbor Capital Appreciation Fund· HARBOR FUNDS | Non-compliant | 50 | 99% |
| HRCCX | Carillon ClariVest Capital Appreciation Fund· Carillon Series Trust | Non-compliant | 71 | 99% |
| HRCIX | Carillon ClariVest Capital Appreciation Fund· Carillon Series Trust | Non-compliant | 71 | 99% |
| HRCPX | Carillon ClariVest Capital Appreciation Fund· Carillon Series Trust | Non-compliant | 71 | 99% |
| HRCSX | Harbor Ares Systematic Convertible Securities Fund· HARBOR FUNDS | Non-compliant | 152 | 72% |
| HRCUX | Carillon ClariVest Capital Appreciation Fund· Carillon Series Trust | Non-compliant | 71 | 99% |
| HRCVX | Carillon Eagle Growth & Income Fund· Carillon Series Trust | Non-compliant | 48 | 95% |
| HREIX | Hood River Emerging Markets Fund· Manager Directed Portfolios | Non-compliant | 73 | 62% |
| HREOX | Hood River Emerging Markets Fund· Manager Directed Portfolios | Non-compliant | 73 | 62% |
| HRERX | Hood River Emerging Markets Fund· Manager Directed Portfolios | Non-compliant | 73 | 62% |
| HRIDX | Harbor Diversified International All Cap Fund· HARBOR FUNDS | Non-compliant | 246 | 91% |
| HRIIX | Hood River International Opportunity Fund· Manager Directed Portfolios | Non-compliant | 97 | 56% |
| HRINX | Harbor International Fund· HARBOR FUNDS | Non-compliant | 223 | 97% |
| HRIOX | Hood River International Opportunity Fund· Manager Directed Portfolios | Non-compliant | 97 | 56% |
| HRISX | Harbor International Small Cap Fund· HARBOR FUNDS | Non-compliant | 65 | 94% |
| HRITX | Hood River International Opportunity Fund· Manager Directed Portfolios | Non-compliant | 97 | 56% |
| HRLAX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRLCX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRLFX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| HRLIX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| HRLRX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| HRLSX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 88% |
| HRLTX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| HRLVX | Harbor Large Cap Value Fund· HARBOR FUNDS | Non-compliant | 45 | 96% |
| HRLYX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| HRLZX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| HRMDX | Heartland Mid Cap Value Fund· HEARTLAND GROUP INC. | Non-compliant | 60 | 88% |
| HRMVX | Harbor Mid Cap Value Fund· HARBOR FUNDS | Non-compliant | 192 | 87% |
| HRNIX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 62% |
| HRNOX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 62% |
| HRNRX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 62% |
| HROAX | M3Sixty Income and Opportunity Fund· 360 Funds | Non-compliant | 39 | 90% |
| HRSAX | Rational Premium Income Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 21 | 77% |
| HRSCX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HRSFX | Rational Premium Income Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 21 | 77% |
| HRSGX | Harbor Small Cap Growth Fund· HARBOR FUNDS | Non-compliant | 87 | 84% |
| HRSIX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 60% |
| HRSMX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 60% |
| HRSRX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 60% |
| HRSTX | Rational Premium Income Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 21 | 77% |
| HRTS | Tema Heart & Health ETF· Tema ETF Trust | Non-compliant | 45 | 90% |
| HRTVX | Heartland Value Fund· HEARTLAND GROUP INC. | Non-compliant | 105 | 77% |
| HRVIX | Heartland Value Plus Fund· HEARTLAND GROUP INC. | Non-compliant | 55 | 89% |
30,325 funds · page 77 of 304