30,394 funds screened by look-through to their filed holdings
Browse
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
- 18,570
- Compliant
- 290
- Could not be decided
- 11,824
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 |
|---|---|---|---|---|
| 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 | 73% |
| 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 | 61% |
| HRINX | Harbor International Fund· HARBOR FUNDS | Non-compliant | 223 | 97% |
| HRIOX | Hood River International Opportunity Fund· Manager Directed Portfolios | Non-compliant | 97 | 61% |
| HRISX | Harbor International Small Cap Fund· HARBOR FUNDS | Non-compliant | 65 | 94% |
| HRITX | Hood River International Opportunity Fund· Manager Directed Portfolios | Non-compliant | 97 | 61% |
| HRLAX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| HRLCX | Hartford Real Asset Fund· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 238 | 89% |
| 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 | 89% |
| 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 | 61 | 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 | 66% |
| HRNOX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 66% |
| HRNRX | Hood River New Opportunities Fund· Manager Directed Portfolios | Non-compliant | 120 | 66% |
| HROAX | M3Sixty Income and Opportunity Fund· 360 Funds | Non-compliant | 39 | 89% |
| 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 | 85% |
| HRSIX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 65% |
| HRSMX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 65% |
| HRSRX | Hood River Small-Cap Growth Fund· Manager Directed Portfolios | Non-compliant | 112 | 65% |
| HRSTX | Rational Premium Income Fund· Mutual Fund & Variable Insurance Trust | Non-compliant | 21 | 77% |
| HRTS | Tema Heart & Health ETF· Tema ETF Trust | Non-compliant | 46 | 90% |
| HRTVX | Heartland Value Fund· HEARTLAND GROUP INC. | Non-compliant | 105 | 77% |
| HRVIX | Heartland Value Plus Fund· HEARTLAND GROUP INC. | Non-compliant | 56 | 89% |
| HSACX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSADX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSAEX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSBH | HSBC Holdings Plc ADRHedged· Precidian ETFs Trust | Non-compliant | 3 | 100% |
| HSCCX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HSCSX | Small-Company Stock Fund· HOMESTEAD FUNDS INC | Non-compliant | 70 | 87% |
| HSCVX | Hunter Small Cap Value Fund· Two Roads Shared Trust | Non-compliant | 61 | 77% |
| HSCYX | THE HARTFORD SMALL COMPANY FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 122 | 77% |
| HSDAX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDCX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDFX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDIX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDRX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDSX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDTX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDVX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSDYX | THE HARTFORD SHORT DURATION FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 781 | 33% |
| HSEIX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSFNX | Hennessy Small Cap Financial Fund· Hennessy Funds Trust | Non-compliant | 27 | 72% |
| HSICX | Harbor International Compounders Fund· HARBOR FUNDS | Non-compliant | 30 | 93% |
| HSIIX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HSLAX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLCX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLFX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLIX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLRX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLSX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLTX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLVX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSLYX | The Hartford Small Cap Growth Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 182 | 75% |
| HSMAX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMBX | Horizon Multi-Factor Small/Mid Cap Fund· Horizon Funds | Non-compliant | 300 | 86% |
| HSMCX | THE HARTFORD SMALL COMPANY FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 122 | 77% |
| HSMFX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMIX | Horizon Multi-Factor Small/Mid Cap Fund· Horizon Funds | Non-compliant | 300 | 86% |
| HSMNX | Horizon Multi-Factor Small/Mid Cap Fund· Horizon Funds | Non-compliant | 300 | 86% |
| HSMRX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMSX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMTX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMV | First Trust Horizon Managed Volatility Small/Mid ETF· First Trust Exchange-Traded Fund III | Non-compliant | 151 | 78% |
| HSMVX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSMYX | HARTFORD SMALL CAP VALUE FUND· HARTFORD MUTUAL FUNDS, INC | Non-compliant | 64 | 78% |
| HSPCX | Emerald Growth Fund· RBB Fund, Inc. | Non-compliant | 127 | 71% |
| HSPGX | Emerald Growth Fund· RBB Fund, Inc. | Non-compliant | 127 | 71% |
| HSRUX | Carillon Eagle Small Cap Growth Fund· Carillon Series Trust | Non-compliant | 108 | 75% |
| HSSAX | Emerald Finance & Banking Innovation Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 86% |
| HSSBX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSSCX | Emerald Finance & Banking Innovation Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 86% |
| HSSFX | Hartford Schroders Core Fixed Income Fund· HARTFORD MUTUAL FUNDS II, INC | Non-compliant | 193 | 66% |
| HSSIX | Emerald Finance & Banking Innovation Fund· FINANCIAL INVESTORS TRUST | Non-compliant | 57 | 86% |
30,394 funds · page 78 of 304