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 |
|---|---|---|---|---|
| JHLMX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JHLVX | Fundamental Large Cap Core Fund· John Hancock Investment Trust | Non-compliant | 48 | 98% |
| JHMB | John Hancock Mortgage-Backed Securities ETF· John Hancock Exchange-Traded Fund Trust | Non-compliant | 412 | 56% |
| JHMD | John Hancock Multifactor Developed International ETF· John Hancock Exchange-Traded Fund Trust | Non-compliant | 581 | 90% |
| JHMDX | Emerging Markets Debt Fund· John Hancock Funds II | Non-compliant | 227 | 8% |
| JHML | John Hancock Multifactor Large Cap ETF· John Hancock Exchange-Traded Fund Trust | Non-compliant | 782 | 97% |
| JHMM | John Hancock Multifactor Mid Cap ETF· John Hancock Exchange-Traded Fund Trust | Non-compliant | 665 | 93% |
| JHMPX | Lifestyle Moderate Portfolio· John Hancock Variable Insurance Trust | Non-compliant | 33 | 6% |
| JHNBX | Bond Fund· John Hancock Sovereign Bond Fund | Non-compliant | 1,174 | 67% |
| JHPI | John Hancock Preferred Income ETF· John Hancock Exchange-Traded Fund Trust | Non-compliant | 215 | 76% |
| JHQDX | JPMorgan Hedged Equity 2 Fund· JPMorgan Trust IV | Non-compliant | 156 | 97% |
| JHQTX | JPMorgan Hedged Equity 3 Fund· JPMorgan Trust IV | Non-compliant | 156 | 86% |
| JHRBX | Bond Fund· John Hancock Sovereign Bond Fund | Non-compliant | 1,174 | 67% |
| JHREX | Multimanager 2015 Lifetime Portfolio· John Hancock Funds II | Non-compliant | 87 | 8% |
| JHRLX | Multimanager 2010 Lifetime Portfolio· John Hancock Funds II | Non-compliant | 85 | 9% |
| JHRNX | Multimanager 2025 Lifetime Portfolio· John Hancock Funds II | Non-compliant | 92 | 5% |
| JHRVX | Multimanager 2020 Lifetime Portfolio· John Hancock Funds II | Non-compliant | 91 | 6% |
| JHS | John Hancock Income Securities Trust | Non-compliant | 931 | 60% |
| JHSC | John Hancock Multifactor Small Cap ETF· John Hancock Exchange-Traded Fund Trust | Non-compliant | 491 | 84% |
| JHSGX | U.S. Growth Fund· John Hancock Funds III | Non-compliant | 49 | 100% |
| JHTAX | JPMorgan Hedged Equity 3 Fund· JPMorgan Trust IV | Non-compliant | 156 | 86% |
| JHTCX | JPMorgan Hedged Equity 3 Fund· JPMorgan Trust IV | Non-compliant | 156 | 86% |
| JHTGX | JPMorgan Hedged Equity 3 Fund· JPMorgan Trust IV | Non-compliant | 156 | 86% |
| JHTRX | JPMorgan Hedged Equity 3 Fund· JPMorgan Trust IV | Non-compliant | 156 | 86% |
| JHUJX | JPMorgan Emerging Markets Equity Fund· JPMorgan Trust I | Non-compliant | 93 | 88% |
| JHUKX | JPMorgan Emerging Markets Equity Fund· JPMorgan Trust I | Non-compliant | 93 | 88% |
| JHURX | JPMorgan Emerging Markets Equity Fund· JPMorgan Trust I | Non-compliant | 93 | 88% |
| JHVTX | Disciplined Value Emerging Markets Equity Trust· John Hancock Variable Insurance Trust | Non-compliant | 159 | 79% |
| JHYAX | Janus Henderson High-Yield Fund· Janus Investment Fund | Non-compliant | 186 | 33% |
| JHYCX | High Yield Fund· John Hancock Bond Trust | Non-compliant | 614 | 26% |
| JHYFX | Janus Henderson High-Yield Fund· Janus Investment Fund | Non-compliant | 186 | 30% |
| JHYIX | abrdn High Income Opportunities Fund· abrdn Funds | Non-compliant | 221 | 22% |
| JHYNX | Janus Henderson High-Yield Fund· Janus Investment Fund | Non-compliant | 186 | 30% |
| JHYRX | Janus Henderson High-Yield Fund· Janus Investment Fund | Non-compliant | 186 | 30% |
| JHYUX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 814 | 32% |
| JHYZX | JPMorgan High Yield Fund· JPMorgan Trust II | Non-compliant | 814 | 32% |
| JIAFX | Multi-Asset High Income Fund· John Hancock Funds II | Non-compliant | 910 | 50% |
| JIAGX | Multi-Asset High Income Fund· John Hancock Funds II | Non-compliant | 910 | 50% |
| JIAIX | Multi-Asset High Income Fund· John Hancock Funds II | Non-compliant | 910 | 50% |
| JIASX | Multi-Asset High Income Fund· John Hancock Funds II | Non-compliant | 910 | 50% |
| JIBBX | JPMorgan SmartRetirement Blend Income Fund· JPMorgan Trust I | Non-compliant | 970 | 24% |
| JIBCX | Blue Chip Growth Fund· John Hancock Funds II | Non-compliant | 64 | 98% |
| JIBDX | JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND· Johnson Mutual Funds Trust | Non-compliant | 97 | 76% |
| JIBEX | JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND· Johnson Mutual Funds Trust | Non-compliant | 106 | 85% |
| JIBFX | JOHNSON INSTITUTIONAL CORE BOND FUND· Johnson Mutual Funds Trust | Non-compliant | 204 | 85% |
| JICAX | JPMorgan U.S. Sustainable Leaders Fund· JPMorgan Trust I | Non-compliant | 75 | 98% |
| JICCX | JPMorgan U.S. Sustainable Leaders Fund· JPMorgan Trust I | Non-compliant | 75 | 98% |
| JICDX | Core Bond Fund· John Hancock Funds II | Non-compliant | 974 | 76% |
| JIDE | JPMorgan International Dynamic ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 107 | 93% |
| JIDVX | Janus Henderson U.S. Dividend Income Fund· Janus Investment Fund | Non-compliant | 61 | 100% |
| JIECX | JPMorgan International Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 96% |
| JIEMX | Equity Income Fund· John Hancock Funds II | Non-compliant | 121 | 97% |
| JIEQX | International Equity Index Trust· John Hancock Variable Insurance Trust | Non-compliant | 1,921 | 90% |
| JIERX | JPMorgan International Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 96% |
| JIESX | JPMorgan Developed International Value Fund· JPMorgan Trust I | Non-compliant | 274 | 92% |
| JIEZX | JPMorgan International Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 96% |
| JIG | JPMorgan International Growth ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 105 | 90% |
| JIGAX | JPMorgan U.S. GARP Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 93% |
| JIGBX | Investment Grade Bond Fund· John Hancock Bond Trust | Non-compliant | 1,031 | 72% |
| JIGCX | Janus Henderson Overseas Fund· Janus Investment Fund | Non-compliant | 58 | 97% |
| JIGEX | Investment Grade Bond Fund· John Hancock Bond Trust | Non-compliant | 1,031 | 72% |
| JIGFX | Janus Henderson Overseas Fund· Janus Investment Fund | Non-compliant | 58 | 97% |
| JIGHX | International Growth Fund· John Hancock Funds III | Non-compliant | 64 | 96% |
| JIGIX | International Growth Fund· John Hancock Funds III | Non-compliant | 64 | 96% |
| JIGMX | Investment Grade Bond Fund· John Hancock Bond Trust | Non-compliant | 1,031 | 72% |
| JIGRX | Janus Henderson Overseas Fund· Janus Investment Fund | Non-compliant | 58 | 97% |
| JIGTX | International Growth Fund· John Hancock Funds III | Non-compliant | 64 | 96% |
| JIGZX | JPMorgan U.S. GARP Equity Fund· JPMorgan Trust I | Non-compliant | 96 | 93% |
| JIIGX | JPMorgan U.S. Sustainable Leaders Fund· JPMorgan Trust I | Non-compliant | 75 | 98% |
| JIII | Janus Henderson Income ETF· Janus Detroit Street Trust | Non-compliant | 546 | 30% |
| JIISX | JPMorgan U.S. Sustainable Leaders Fund· JPMorgan Trust I | Non-compliant | 75 | 98% |
| JIJAX | International Dynamic Growth Fund· John Hancock Investment Trust | Non-compliant | 52 | 89% |
| JIJCX | International Dynamic Growth Fund· John Hancock Investment Trust | Non-compliant | 52 | 89% |
| JIJIX | International Dynamic Growth Fund· John Hancock Investment Trust | Non-compliant | 52 | 89% |
| JIJRX | International Dynamic Growth Fund· John Hancock Investment Trust | Non-compliant | 52 | 89% |
| JIJSX | JPMorgan SmartRetirement Blend Income Fund· JPMorgan Trust I | Non-compliant | 970 | 24% |
| JILCX | Multimanager Lifestyle Conservative Portfolio· John Hancock Funds II | Non-compliant | 25 | 10% |
| JILMX | Multimanager Lifestyle Moderate Portfolio· John Hancock Funds II | Non-compliant | 84 | 7% |
| JIMDX | JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND· Johnson Mutual Funds Trust | Non-compliant | 97 | 76% |
| JIMEX | JOHNSON INSTITUTIONAL INTERMEDIATE BOND FUND· Johnson Mutual Funds Trust | Non-compliant | 106 | 85% |
| JIMFX | JOHNSON INSTITUTIONAL CORE BOND FUND· Johnson Mutual Funds Trust | Non-compliant | 204 | 85% |
| JINCX | JPMorgan Unconstrained Debt Fund· JPMorgan Trust I | Non-compliant | 1,515 | 39% |
| JIPAX | Strategic Income Opportunities Fund· John Hancock Funds II | Non-compliant | 586 | 42% |
| JIPCX | Strategic Income Opportunities Fund· John Hancock Funds II | Non-compliant | 586 | 42% |
| JIPIX | Strategic Income Opportunities Fund· John Hancock Funds II | Non-compliant | 586 | 42% |
| JIPPX | Strategic Income Opportunities Fund· John Hancock Funds II | Non-compliant | 586 | 43% |
| JIPRX | Strategic Income Opportunities Fund· John Hancock Funds II | Non-compliant | 586 | 42% |
| JIRBX | JPMorgan SmartRetirement Blend Income Fund· JPMorgan Trust I | Non-compliant | 970 | 24% |
| JIRE | JPMorgan International Research Enhanced Equity ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 214 | 97% |
| JIREX | Real Estate Securities Fund· John Hancock Funds II | Non-compliant | 40 | 90% |
| JISCX | Janus Henderson Small Cap Value Fund· Janus Investment Fund | Non-compliant | 85 | 82% |
| JISGX | JPMorgan Small Cap Growth Fund· JPMorgan Trust II | Non-compliant | 145 | 73% |
| JISZX | JPMorgan Unconstrained Debt Fund· JPMorgan Trust I | Non-compliant | 1,515 | 39% |
| JITKX | JPMorgan SmartRetirement Blend Income Fund· JPMorgan Trust I | Non-compliant | 970 | 24% |
| JITLX | JPMorgan SmartRetirement Blend Income Fund· JPMorgan Trust I | Non-compliant | 970 | 24% |
| JIUCX | JPMorgan Developed International Value Fund· JPMorgan Trust I | Non-compliant | 274 | 92% |
| JIVE | JPMorgan International Value ETF· J.P. Morgan Exchange-Traded Fund Trust | Non-compliant | 383 | 90% |
| JIYBX | JPMorgan SmartRetirement Blend Income Fund· JPMorgan Trust I | Non-compliant | 970 | 24% |
| JLAAX | Multimanager 2010 Lifetime Portfolio· John Hancock Funds II | Non-compliant | 85 | 9% |
| JLAEX | Multimanager 2010 Lifetime Portfolio· John Hancock Funds II | Non-compliant | 85 | 9% |
30,302 funds · page 92 of 304