Verdicts genuinely change. Free email alert the moment ABVZX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
AB Large Cap Value Fund · AB TRUST
62 holdings
NON-COMPLIANT 43.58% of portfolio weight is in non-compliant holdings, over the 5% threshold.
62 holdings, 52 matched (92% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
0.91% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (42 of 62 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
39.0% compliant 9.2% questionable 43.5% non-compliant 8.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| LRCX Lam Research Corp | COMPLIANT | 4.41% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| AMZN Amazon.com Inc | QUESTIONABLE | 4.04% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AAPL Apple Inc | COMPLIANT | 3.88% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| XOM Exxon Mobil Corp | COMPLIANT | 3.25% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| RTX RTX Corp | NON_COMPLIANT | 3.21% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| BAC Bank of America Corp | NON_COMPLIANT | 3.05% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MSFT Microsoft Corp | QUESTIONABLE | 2.86% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| MRK Merck & Co Inc | COMPLIANT | 2.85% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 2.73% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| DIS Walt Disney Co/The | NON_COMPLIANT | 2.49% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| WMT Walmart Inc | QUESTIONABLE | 2.33% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 2.30% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| CARR Carrier Global Corp | COMPLIANT | 2.29% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| NXPI NXP Semiconductors NV | COMPLIANT | 2.20% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| EOG EOG Resources Inc | COMPLIANT | 1.99% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| AEP American Electric Power Co Inc | NON_COMPLIANT | 1.97% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FFIV F5 Inc | COMPLIANT | 1.82% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WFC Wells Fargo & Co | NON_COMPLIANT | 1.76% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| EXP Eagle Materials Inc | NON_COMPLIANT | 1.73% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| AEE Ameren Corp | NON_COMPLIANT | 1.69% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AZO AutoZone Inc | COMPLIANT | 1.68% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CTVA Corteva Inc | COMPLIANT | 1.62% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| PCAR PACCAR Inc | NON_COMPLIANT | 1.58% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EG Everest Group Ltd | NON_COMPLIANT | 1.57% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MS Morgan Stanley | NON_COMPLIANT | 1.55% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| H Hyatt Hotels Corp | NON_COMPLIANT | 1.51% | AAOIFI30.0% Usmani32.3% Dow Jones Islamic31.2% S&P Shariah32.4% MSCI Islamic32.3% MSCI Islamic M-Series32.4% FTSE Shariah30.6% |
| DE Deere & Co | NON_COMPLIANT | 1.47% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| USFD US Foods Holding Corp | NON_COMPLIANT | 1.44% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| KO Coca-Cola Co/The | COMPLIANT | 1.41% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| MDLN Medline Inc | NON_COMPLIANT | 1.39% | AAOIFI26.3% Usmani32.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.1% MSCI Islamic M-Seriespass FTSE Shariah32.0% |
| LOW Lowe's Cos Inc | NON_COMPLIANT | 1.38% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| LH Labcorp Holdings Inc | COMPLIANT | 1.38% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| RS Reliance Inc | COMPLIANT | 1.36% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| Alliance Bernstein | UNSCREENED | 1.34% | no in-house ratios for this holding |
| ETN Eaton Corp PLC | COMPLIANT | 1.34% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| MCD McDonald's Corp | NON_COMPLIANT | 1.30% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| Willis Towers Watson PLC | UNSCREENED | 1.30% | no in-house ratios for this holding |
| DLTR Dollar Tree Inc | NON_COMPLIANT | 1.23% | AAOIFI33.0% Usmani54.7% Dow Jones Islamic38.6% S&P Shariah35.1% MSCI Islamic54.7% MSCI Islamic M-Series35.1% FTSE Shariah20.9% |
| WDC Western Digital Corp | COMPLIANT | 1.22% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| TMO Thermo Fisher Scientific Inc | COMPLIANT | 1.18% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| TMUS T-Mobile US Inc | NON_COMPLIANT | 1.17% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| CNH Industrial NV | UNSCREENED | 1.13% | no in-house ratios for this holding |
| ICLR ICON PLC | COMPLIANT | 1.12% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| CH Robinson Worldwide Inc | UNSCREENED | 1.11% | no in-house ratios for this holding |
| HLTC National Healthcare Properties Inc | NON_COMPLIANT | 1.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| MDT Medtronic PLC | COMPLIANT | 1.11% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| CME CME Group Inc | NON_COMPLIANT | 1.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JEF Jefferies Financial Group Inc | NON_COMPLIANT | 1.06% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| MTB M&T Bank Corp | NON_COMPLIANT | 1.05% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| ORCL Oracle Corp | NON_COMPLIANT | 1.01% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| GEN Gen Digital Inc | NON_COMPLIANT | 0.92% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| BRK.B Berkshire Hathaway Inc | NON_COMPLIANT | 0.86% | no in-house ratios for this holding |
| JNJ Johnson & Johnson | COMPLIANT | 0.83% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| INTC Intel Corp | COMPLIANT | 0.83% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| Ryman Hospitality Properties Inc | UNSCREENED | 0.78% | no in-house ratios for this holding |
| EHC Encompass Health Corp | COMPLIANT | 0.70% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| First Citizens BancShares Inc/NC | UNSCREENED | 0.69% | no in-house ratios for this holding |
| DLR Digital Realty Trust Inc | COMPLIANT | 0.68% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| COPT Defense Properties | UNSCREENED | 0.65% | no in-house ratios for this holding |
| Blackstone Digital Infrastructure Trust Inc | UNSCREENED | 0.60% | no in-house ratios for this holding |
| Bath & Body Works Inc | UNSCREENED | 0.42% | no in-house ratios for this holding |
| Alliance Bernstein | UNSCREENED | 0.24% | no in-house ratios for this holding |
The published standards disagree about this fund by 24 points of portfolio weight — 62.3% of it passes Dow Jones Islamic, 38.4% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 58.2% ratios fail on 24.8% 17.2% not rated under AAOIFI
ratios pass on 44.4% ratios fail on 28.9% 26.9% not rated under Usmani
ratios pass on 62.3% ratios fail on 20.7% 17.2% not rated under Dow Jones Islamic
ratios pass on 58.5% ratios fail on 24.5% 17.2% not rated under S&P Shariah
ratios pass on 38.4% ratios fail on 34.9% 26.9% not rated under MSCI Islamic
ratios pass on 59.9% ratios fail on 23.1% 17.2% not rated under MSCI Islamic M-Series
ratios pass on 47.0% ratios fail on 26.3% 26.9% not rated under FTSE Shariah
51 of 62 listed holdings carry our own per-methodology verdicts (91% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 46 (83% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| RTX RTX Corp | 3.21% |
| BAC Bank of America Corp | 3.05% |
| UNH UnitedHealth Group Inc | 2.73% |
| DIS Walt Disney Co/The | 2.49% |
| SCHW Charles Schwab Corp/The | 2.30% |
| AEP American Electric Power Co Inc | 1.97% |
| WFC Wells Fargo & Co | 1.76% |
| EXP Eagle Materials Inc | 1.73% |
| AEE Ameren Corp | 1.69% |
| PCAR PACCAR Inc | 1.58% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
AB Large Cap Value Fund (ABVZX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| LRCXLam Research Corp | 4.41% | Compliant |
| AMZNAmazon.com Inc | 4.04% | Questionable |
| AAPLApple Inc | 3.88% | Compliant |
| XOMExxon Mobil Corp | 3.25% | Compliant |
| RTXRTX Corp | 3.21% | Non-compliant |
| BACBank of America Corp | 3.05% | Non-compliant |
| MSFTMicrosoft Corp | 2.86% | Questionable |
| MRKMerck & Co Inc | 2.85% | Compliant |
| UNHUnitedHealth Group Inc | 2.73% | Non-compliant |
| DISWalt Disney Co/The | 2.49% | Non-compliant |
Top 10 of 62 holdings, 32.8% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for ABVZX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 53.70 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 102.44 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 1.21 | BUY |
| Momentum (10) | 0.26 | BUY |
| EMA (10) | 21.64 | BUY |
| SMA (10) | 21.56 | BUY |
| EMA (20) | 21.69 | BUY |
| SMA (20) | 21.63 | BUY |
| EMA (30) | 21.74 | BUY |
| SMA (30) | 21.79 | BUY |
| EMA (50) | 21.74 | BUY |
| SMA (50) | 21.97 | SELL |
| EMA (100) | 21.39 | BUY |
| SMA (100) | 21.57 | BUY |
| EMA (200) | 20.37 | BUY |
| SMA (200) | 20.45 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.