30,381 funds screened by look-through to their filed holdings
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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
- 30,381
- Reached a verdict
- 18,524
- Compliant
- 277
- Could not be decided
- 11,857
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 |
|---|---|---|---|---|
| LAFSX | LORD ABBETT AFFILIATED FUND INC | Non-compliant | 68 | 95% |
| LAFTX | LORD ABBETT AFFILIATED FUND INC | Non-compliant | 68 | 95% |
| LAFVX | LORD ABBETT AFFILIATED FUND INC | Non-compliant | 68 | 95% |
| LAFYX | LORD ABBETT AFFILIATED FUND INC | Non-compliant | 68 | 95% |
| LAGVX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAGWX | LORD ABBETT DEVELOPING GROWTH FUND INC· LORD ABBETT DEVELOPING GROWTH FUND, INC. | Non-compliant | 95 | 80% |
| LAHYX | Lord Abbett High Yield Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 722 | 24% |
| LAIAX | Columbia Acorn International· COLUMBIA ACORN TRUST | Non-compliant | 66 | 92% |
| LAIDX | Lord Abbett International Value Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 79 | 92% |
| LAIEX | Lord Abbett International Opportunities Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 116 | 82% |
| LALDX | Lord Abbett Short Duration Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 1,144 | 34% |
| LAMAX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 98% |
| LAMCX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMFX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMGX | Lord Abbett Micro-Cap Growth Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 86 | 67% |
| LAMHX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMPX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMQX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMRX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMSX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMTX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAMYX | Lord Abbett Dividend Growth Fund· LORD ABBETT RESEARCH FUND INC | Non-compliant | 54 | 97% |
| LAOCX | BrandywineGLOBAL - Multi-Sector Opportunities Fund· Legg Mason Global Asset Management Trust | Non-compliant | 123 | 38% |
| LAPCX | Lord Abbett Core Plus Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 668 | 55% |
| LAPIX | Lord Abbett Core Plus Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 668 | 55% |
| LAPLX | Lord Abbett Core Plus Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 668 | 55% |
| LAPQX | Lord Abbett Core Plus Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 668 | 55% |
| LAPUX | Lord Abbett Core Plus Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 668 | 55% |
| LAPVX | Lord Abbett Core Plus Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 668 | 55% |
| LAPWX | Lord Abbett Core Plus Bond Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 668 | 55% |
| LASGX | Lord Abbett International Growth Fund· LORD ABBETT TRUST I | Non-compliant | 80 | 92% |
| LASNX | Loomis Sayles Strategic Alpha Fund· Natixis Funds Trust II | Non-compliant | 993 | 39% |
| LASYX | Loomis Sayles Strategic Alpha Fund· Natixis Funds Trust II | Non-compliant | 993 | 39% |
| LAUFX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAUKX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAUQX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAURX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAUSX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAUTX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAUVX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAUYX | Lord Abbett Income Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 509 | 36% |
| LAVGX | Lord Abbett International Growth Fund· LORD ABBETT TRUST I | Non-compliant | 80 | 92% |
| LAVLX | LORD ABBETT MID CAP STOCK FUND INC | Non-compliant | 61 | 91% |
| LAVPX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LAVQX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LAVRX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LAVSX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LAVTX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LAVVX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LAVYX | Lord Abbett Fundamental Equity Fund· LORD ABBETT SECURITIES TRUST | Non-compliant | 57 | 95% |
| LAYS | STKd 100% NVDA & 100% AMD ETF· Tidal Trust II | Non-compliant | 4 | 23% |
| LBAFX | BrandywineGLOBAL - Multi-Sector Opportunities Fund· Legg Mason Global Asset Management Trust | Non-compliant | 123 | 38% |
| LBARX | BrandywineGLOBAL - Multi-Sector Opportunities Fund· Legg Mason Global Asset Management Trust | Non-compliant | 123 | 38% |
| LBCQX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 73% |
| LBDFX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBDRX | BrandywineGLOBAL - Diversified US Large Cap Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 223 | 94% |
| LBFAX | Loomis Sayles Income Fund· LOOMIS SAYLES FUNDS I | Non-compliant | 751 | 34% |
| LBFFX | Lord Abbett Convertible Fund· LORD ABBETT INVESTMENT TRUST | Non-compliant | 89 | 73% |
| LBFIX | ClearBridge Select Fund· Legg Mason Partners Investment Trust | Non-compliant | 88 | 92% |
| LBGAX | ClearBridge Mid Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 77 | 95% |
| LBGCX | ClearBridge Mid Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 77 | 95% |
| LBGIX | ClearBridge Mid Cap Growth Fund· Legg Mason Partners Investment Trust | Non-compliant | 77 | 95% |
| LBHIX | THRIVENT HIGH YIELD FUND· Thrivent Mutual Funds | Non-compliant | 691 | 26% |
| LBHYX | THRIVENT HIGH YIELD FUND· Thrivent Mutual Funds | Non-compliant | 691 | 26% |
| LBIIX | THRIVENT INCOME FUND· Thrivent Mutual Funds | Non-compliant | 585 | 60% |
| LBISX | BrandywineGLOBAL - Diversified US Large Cap Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 223 | 94% |
| LBLAX | THRIVENT SHORT-TERM BOND FUND· Thrivent Mutual Funds | Non-compliant | 548 | 40% |
| LBNDX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNOX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNPX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNQX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNRX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNSX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNTX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNVX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBNYX | LORD ABBETT BOND DEBENTURE FUND INC | Non-compliant | 988 | 35% |
| LBO | WHITEWOLF Publicly Listed Private Equity ETF· EA Series Trust | Non-compliant | 39 | 74% |
| LBORX | BrandywineGLOBAL - Global Opportunities Bond Fund· Legg Mason Global Asset Management Trust | Non-compliant | 76 | 27% |
| LBRIX | ClearBridge Dividend Strategy Fund· Legg Mason Partners Investment Trust | Non-compliant | 53 | 95% |
| LBSAX | Columbia Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 81 | 98% |
| LBSCX | Columbia Dividend Income Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 81 | 98% |
| LBWAX | BrandywineGLOBAL - Diversified US Large Cap Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 223 | 94% |
| LBWCX | BrandywineGLOBAL - Diversified US Large Cap Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 223 | 94% |
| LBWIX | BrandywineGLOBAL - Diversified US Large Cap Value Fund· Legg Mason Global Asset Management Trust | Non-compliant | 223 | 94% |
| LCAGX | Lord Abbett International Growth Fund· LORD ABBETT TRUST I | Non-compliant | 80 | 92% |
| LCAMX | Leader Capital Short Term High Yield Bond Fund· Leader Funds Trust | Non-compliant | 74 | 10% |
| LCAP | Principal Capital Appreciation Select ETF· Principal Exchange-Traded Funds | Non-compliant | 55 | 97% |
| LCATX | Leader Capital High Quality Income Fund· Leader Funds Trust | Non-compliant | 152 | 12% |
| LCBDX | ClearBridge Tactical Dividend Income Fund· Legg Mason Partners Investment Trust | Non-compliant | 81 | 87% |
| LCBEX | ClearBridge Dividend Strategy Fund· Legg Mason Partners Investment Trust | Non-compliant | 53 | 95% |
| LCBOX | ClearBridge Dividend Strategy Fund· Legg Mason Partners Investment Trust | Non-compliant | 53 | 95% |
| LCBPX | Western Asset Corporate Bond Fund· Legg Mason Partners Income Trust | Non-compliant | 626 | 50% |
| LCBSX | ClearBridge Select Fund· Legg Mason Partners Investment Trust | Non-compliant | 88 | 92% |
| LCBVX | ClearBridge Large Cap Value Fund· Legg Mason Partners Investment Trust | Non-compliant | 57 | 95% |
| LCCAX | Columbia Contrarian Core Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 79 | 98% |
| LCCCX | Columbia Contrarian Core Fund· COLUMBIA FUNDS SERIES TRUST I | Non-compliant | 79 | 98% |
| LCCDX | Lord Abbett Diversification Shares: Core Completion Fund· LORD ABBETT TRUST I | Non-compliant | 110 | 25% |
| LCCIX | Leader Capital Short Term High Yield Bond Fund· Leader Funds Trust | Non-compliant | 74 | 10% |
| LCCMX | Leader Capital Short Term High Yield Bond Fund· Leader Funds Trust | Non-compliant | 74 | 10% |
| LCCTX | Leader Capital High Quality Income Fund· Leader Funds Trust | Non-compliant | 152 | 12% |
30,381 funds · page 98 of 304