Verdicts genuinely change. Free email alert the moment AEURX'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.
Equity Income Fund · American Century Capital Portfolios, Inc.
137 holdings
NON-COMPLIANT 44.68% of portfolio weight is in non-compliant holdings, over the 5% threshold.
137 holdings, 111 matched (92% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
2.75% of this portfolio’s income is non-permissible — weighted across holdings, computed over 75% of portfolio weight (80 of 137 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.
40.8% compliant 5.5% questionable 44.7% non-compliant 7.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JNJ Johnson & Johnson | COMPLIANT | 3.25% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| MRSH Marsh & McLennan Cos Inc | NON_COMPLIANT | 3.24% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 2.94% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Enterprise Products Partners LP | UNSCREENED | 2.74% | no in-house ratios for this holding |
| MSFT Microsoft Corp | QUESTIONABLE | 2.57% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| BDX Becton Dickinson & Co | NON_COMPLIANT | 2.51% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| MDT Medtronic PLC | COMPLIANT | 2.33% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| KMB Kimberly-Clark Corp | COMPLIANT | 2.25% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| LIN Linde PLC | COMPLIANT | 1.89% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| PEP PepsiCo Inc | COMPLIANT | 1.89% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| NSC Norfolk Southern Corp | COMPLIANT | 1.71% | AAOIFI22.6% Usmani36.8% Dow Jones Islamic27.1% S&P Shariah29.0% MSCI Islamic36.8% MSCI Islamic M-Series29.0% FTSE Shariah36.8% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 1.69% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| US Bancorp | UNSCREENED | 1.59% | no in-house ratios for this holding |
| UL Unilever PLC | COMPLIANT | 1.59% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| TFC Truist Financial Corp | NON_COMPLIANT | 1.57% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| AAPL Apple Inc | COMPLIANT | 1.56% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| Cisco Systems Inc/Delaware | UNSCREENED | 1.53% | no in-house ratios for this holding |
| CVX Chevron Corp | COMPLIANT | 1.51% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| MCHP Microchip Technology Inc | COMPLIANT | 1.43% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| TFC Truist Financial Corp | NON_COMPLIANT | 1.43% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| XOM Exxon Mobil Corp | COMPLIANT | 1.34% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| DUK Duke Energy Corp | NON_COMPLIANT | 1.30% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| RTX RTX Corp | NON_COMPLIANT | 1.24% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| PKG Packaging Corp of America | COMPLIANT | 1.23% | AAOIFI20.8% Usmani40.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic39.9% MSCI Islamic M-Series0.2% FTSE Shariah36.0% |
| ADI Analog Devices Inc | COMPLIANT | 1.23% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| BKR Baker Hughes Co | NON_COMPLIANT | 1.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CL Colgate-Palmolive Co | COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MDLZ Mondelez International Inc | COMPLIANT | 1.17% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| OC Owens Corning | NON_COMPLIANT | 1.12% | AAOIFI43.5% Usmani37.4% Dow Jones Islamic40.6% S&P Shariah39.3% MSCI Islamic37.4% MSCI Islamic M-Series39.3% FTSE Shariah33.2% |
| MRK Merck & Co Inc | COMPLIANT | 1.11% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 1.10% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| OGS ONE Gas Inc | NON_COMPLIANT | 1.09% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| C Citigroup Inc | NON_COMPLIANT | 1.06% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| ATO Atmos Energy Corp | NON_COMPLIANT | 1.06% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MTB M&T Bank Corp | NON_COMPLIANT | 1.04% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| RO.SW Roche Holding AG | COMPLIANT | 1.03% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| NVST Envista Holdings Corp | NON_COMPLIANT | 1.02% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| BLK Blackrock Inc | NON_COMPLIANT | 0.99% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| RGA Reinsurance Group of America Inc | NON_COMPLIANT | 0.98% | AAOIFI34.5% Usmani3.4% Dow Jones Islamic42.7% S&P Shariah45.0% MSCI Islamic3.4% MSCI Islamic M-Series45.0% FTSE Shariah3.4% |
| SR Spire Inc | NON_COMPLIANT | 0.98% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| RS Reliance Inc | COMPLIANT | 0.91% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| VZ Verizon Communications Inc | NON_COMPLIANT | 0.90% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| 6367.T Daikin Industries Ltd | COMPLIANT | 0.88% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| PCAR PACCAR Inc | NON_COMPLIANT | 0.85% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DOV Dover Corp | COMPLIANT | 0.85% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| WMT Walmart Inc | QUESTIONABLE | 0.83% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| DGX Quest Diagnostics Inc | COMPLIANT | 0.81% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| McCormick & Co Inc/MD | UNSCREENED | 0.81% | no in-house ratios for this holding |
| AKAM Akamai Technologies Inc | NON_COMPLIANT | 0.77% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AOS A O Smith Corp | COMPLIANT | 0.76% | AAOIFI8.5% Usmani18.6% Dow Jones Islamic13.3% S&P Shariah12.8% MSCI Islamic18.6% MSCI Islamic M-Series12.8% FTSE Shariah17.5% |
| GOOG Alphabet Inc | QUESTIONABLE | 0.76% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| GOOG Alphabet Inc | QUESTIONABLE | 0.75% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CSX CSX Corp | COMPLIANT | 0.75% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BNZL.L Bunzl PLC | NON_COMPLIANT | 0.75% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PNC PNC Financial Services Group Inc/The | NON_COMPLIANT | 0.74% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| MSM MSC Industrial Direct Co Inc | COMPLIANT | 0.73% | AAOIFI8.2% Usmani22.3% Dow Jones Islamic11.4% S&P Shariah11.5% MSCI Islamic22.3% MSCI Islamic M-Series11.5% FTSE Shariah20.3% |
| MAS Masco Corp | COMPLIANT | 0.67% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| Commerce Bancshares Inc/MO | UNSCREENED | 0.65% | no in-house ratios for this holding |
| SNY Sanofi SA | COMPLIANT | 0.65% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| ON ON Semiconductor Corp | COMPLIANT | 0.63% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| NEE NextEra Energy Inc | NON_COMPLIANT | 0.63% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| HON Honeywell International Inc | NON_COMPLIANT | 0.61% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 0.61% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| HON Honeywell International Inc | NON_COMPLIANT | 0.61% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| NTRS Northern Trust Corp | NON_COMPLIANT | 0.60% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| TGT Target Corp | QUESTIONABLE | 0.60% | AAOIFI25.0% Usmani30.5% Dow Jones Islamic36.2% S&P Shariah34.4% MSCI Islamic30.5% MSCI Islamic M-Series34.4% FTSE Shariah25.1% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.60% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| SW.PA Sodexo SA | NON_COMPLIANT | 0.58% | AAOIFI64.9% Usmani40.9% Dow Jones Islamic— S&P Shariah— MSCI Islamic36.5% MSCI Islamic M-Series— FTSE Shariah36.5% |
| BNY Bank of New York Mellon Corp/The | NON_COMPLIANT | 0.58% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| ATR AptarGroup Inc | COMPLIANT | 0.58% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| AMRZ Amrize Ltd | COMPLIANT | 0.55% | AAOIFI24.3% Usmani25.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic24.0% MSCI Islamic M-Seriespass FTSE Shariah21.4% |
| CRH CRH PLC | COMPLIANT | 0.52% | AAOIFI31.8% Usmani33.7% Dow Jones Islamic27.6% S&P Shariah30.6% MSCI Islamic32.7% MSCI Islamic M-Series30.6% FTSE Shariah30.4% |
| TEL TE Connectivity PLC | COMPLIANT | 0.51% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 0.50% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| ATCO-A.ST Atlas Copco AB | COMPLIANT | 0.50% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LR.PA Legrand SA | COMPLIANT | 0.50% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| PNC PNC Financial Services Group Inc/The | NON_COMPLIANT | 0.49% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| GNTX Gentex Corp | COMPLIANT | 0.49% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.4% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| ALL Allstate Corp/The | NON_COMPLIANT | 0.49% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| ES Eversource Energy | NON_COMPLIANT | 0.49% | AAOIFI108.8% Usmani45.9% Dow Jones Islamic122.9% S&P Shariah132.3% MSCI Islamic45.9% MSCI Islamic M-Series132.3% FTSE Shariah45.9% |
| AB AllianceBernstein Holding LP | NON_COMPLIANT | 0.44% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AMT American Tower Corp | NON_COMPLIANT | 0.42% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CP Canadian Pacific Kansas City Ltd | COMPLIANT | 0.34% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BAC Bank of America Corp | NON_COMPLIANT | 0.30% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BNY Bank of New York Mellon Corp/The | NON_COMPLIANT | 0.30% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| AXP American Express Co | NON_COMPLIANT | 0.29% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| POOL Pool Corp | COMPLIANT | 0.28% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| WEC WEC Energy Group Inc | NON_COMPLIANT | 0.26% | AAOIFI57.5% Usmani39.9% Dow Jones Islamic61.9% S&P Shariah68.5% MSCI Islamic39.1% MSCI Islamic M-Series68.5% FTSE Shariah39.1% |
| iShares Russell 1000 Value ETF | UNSCREENED | 0.26% | no in-house ratios for this holding |
| AD.AS Koninklijke Ahold Delhaize NV | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.24% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| PNC PNC Financial Services Group Inc/The | NON_COMPLIANT | 0.24% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.24% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| RY Royal Bank of Canada | COMPLIANT | 0.24% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.24% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RY Royal Bank of Canada | COMPLIANT | 0.23% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| C Citigroup Inc | NON_COMPLIANT | 0.23% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| RY Royal Bank of Canada | COMPLIANT | 0.22% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| C Citigroup Inc | NON_COMPLIANT | 0.22% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.22% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.22% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.22% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| C Citigroup Inc | NON_COMPLIANT | 0.21% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| C Citigroup Inc | NON_COMPLIANT | 0.21% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RY Royal Bank of Canada | COMPLIANT | 0.20% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.18% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| C Citigroup Inc | NON_COMPLIANT | 0.18% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| RY Royal Bank of Canada | COMPLIANT | 0.16% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.15% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.15% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| State Street Institutional US Government Money Market Fund | UNSCREENED | 0.14% | no in-house ratios for this holding |
| RY Royal Bank of Canada | COMPLIANT | 0.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.10% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| State Street Bank & Trust Co | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BANK OF AMERICA N.A. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CITIBANK N.A. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CITIBANK N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BANK OF AMERICA N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| UBS AG | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MS MORGAN STANLEY AND CO., LLC | NON_COMPLIANT | 0.00% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| JPMORGAN CHASE BANK N.A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| GOLDMAN SACHS + CO LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BANK OF AMERICA N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BANK OF AMERICA N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| GOLDMAN SACHS + CO LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK N.A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CITIBANK N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BANK OF AMERICA N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CITIBANK N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| GOLDMAN SACHS + CO LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| UBS AG | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BANK OF AMERICA N.A. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK N.A | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 20 points of portfolio weight — 52.3% of it passes Dow Jones Islamic, 32.8% passes Usmani. 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 51.1% ratios fail on 32.7% 14.9% not rated under AAOIFI
ratios pass on 32.8% ratios fail on 41.5% 24.4% not rated under Usmani
ratios pass on 52.3% ratios fail on 30.3% 16.1% not rated under Dow Jones Islamic
ratios pass on 51.5% ratios fail on 29.9% 17.3% not rated under S&P Shariah
ratios pass on 35.4% ratios fail on 38.3% 25.1% not rated under MSCI Islamic
ratios pass on 51.5% ratios fail on 31.1% 16.1% not rated under MSCI Islamic M-Series
ratios pass on 43.8% ratios fail on 31.3% 23.6% not rated under FTSE Shariah
82 of 137 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, 67 (80% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| MRSH Marsh & McLennan Cos Inc | 3.24% |
| JPM JPMorgan Chase & Co | 2.94% |
| BDX Becton Dickinson & Co | 2.51% |
| UNH UnitedHealth Group Inc | 1.69% |
| TFC Truist Financial Corp | 1.57% |
| TFC Truist Financial Corp | 1.43% |
| DUK Duke Energy Corp | 1.30% |
| RTX RTX Corp | 1.24% |
| BKR Baker Hughes Co | 1.19% |
| OC Owens Corning | 1.12% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Equity Income Fund (AEURX) 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 |
|---|---|---|
| JNJJohnson & Johnson | 3.25% | Compliant |
| MRSHMarsh & McLennan Cos Inc | 3.24% | Non-compliant |
| JPMJPMorgan Chase & Co | 2.94% | Non-compliant |
| Enterprise Products Partners LPnot matched to a ticker | 2.74% | Not screened |
| MSFTMicrosoft Corp | 2.57% | Questionable |
| BDXBecton Dickinson & Co | 2.51% | Non-compliant |
| MDTMedtronic PLC | 2.33% | Compliant |
| KMBKimberly-Clark Corp | 2.25% | Compliant |
| LINLinde PLC | 1.89% | Compliant |
| PEPPepsiCo Inc | 1.89% | Compliant |
Top 10 of 137 holdings, 25.6% 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 AEURX. 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) | 47.70 | NEUTRAL |
| Stochastic %K (14) | 83.33 | SELL |
| CCI (20) | 18.69 | NEUTRAL |
| Williams %R (14) | -16.67 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.00 | NEUTRAL |
| Momentum (10) | 0.00 | NEUTRAL |
| EMA (10) | 9.12 | BUY |
| SMA (10) | 9.10 | BUY |
| EMA (20) | 9.17 | BUY |
| SMA (20) | 9.15 | BUY |
| EMA (30) | 9.20 | SELL |
| SMA (30) | 9.23 | SELL |
| EMA (50) | 9.23 | SELL |
| SMA (50) | 9.34 | SELL |
| EMA (100) | 9.15 | BUY |
| SMA (100) | 9.18 | SELL |
| EMA (200) | 8.90 | BUY |
| SMA (200) | 8.93 | 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.