Verdicts genuinely change. Free email alert the moment AFPEX'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.
American Funds Core Plus Bond Fund
659 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 106% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 47.36% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 54% turns out to be. Matching more holdings can only raise this share, never lower it.
28.26% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
659 holdings, 264 matched (49% of weight). Portfolio as of 2026-05-31, filed 2026-07-29. Source: SEC Form N-PORT.
5.92% of this portfolio’s income is non-permissible — weighted across holdings, computed over 13% of portfolio weight (150 of 659 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| TEVA PHARMACEUTICAL FINANCE NETHERLANDS III BV | UNSCREENED | 0.09% | no in-house ratios for this holding |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.09% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| MSRM 2024-NQM3 | UNSCREENED | 0.09% | no in-house ratios for this holding |
| UNIFORM MBS | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| CAS 2026-R02 | UNSCREENED | 0.09% | no in-house ratios for this holding |
| US BANCORP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| GCAR 2025-4A | UNSCREENED | 0.09% | no in-house ratios for this holding |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TEXTAINER MARINE CONTAINERS VII LTD TMCL_21-2 | UNSCREENED | 0.09% | no in-house ratios for this holding |
| VERUS 2024-4 | UNSCREENED | 0.09% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.09% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| PNC PNC FINANCIAL SERVICES GROUP INC | NON_COMPLIANT | 0.09% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| C CITIGROUP INC | NON_COMPLIANT | 0.09% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUEMINES LNG LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.09% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| SNPS SYNOPSYS INC | COMPLIANT | 0.09% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| PM PHILIP MORRIS INTERNATIONAL INC | NON_COMPLIANT | 0.09% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| GLS AUTO RECEIVABLES ISSUER TRUST 2026-1 | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BAUSCH HEALTH AMERICAS INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| TEXTAINER MARINE CONTAINERS VII LTD | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ICAHN ENTERPRISES LP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BLACKSTONE PRIVATE CREDIT FUND | UNSCREENED | 0.09% | no in-house ratios for this holding |
| TURKEY (REPUBLIC OF) | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PANAMA REPUBLIC OF (GOVERNMENT) | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ARGENTINA REPUBLIC OF GOVERNMENT | UNSCREENED | 0.09% | no in-house ratios for this holding |
| UIS UNISYS CORP | NON_COMPLIANT | 0.09% | AAOIFI397.2% Usmani46.2% Dow Jones Islamic254.3% S&P Shariah244.3% MSCI Islamic46.2% MSCI Islamic M-Series244.3% FTSE Shariah44.7% |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.09% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| SM SM ENERGY CO | NON_COMPLIANT | 0.08% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CNC CENTENE CORP | NON_COMPLIANT | 0.08% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.08% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| ARES STRATEGIC INCOME FUND | UNSCREENED | 0.08% | no in-house ratios for this holding |
| OBX 2024-NQM6 | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ACCENDRA HEALTH INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 0.08% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| WFCM 2025-5C5 | UNSCREENED | 0.08% | no in-house ratios for this holding |
| EART 2025-2A | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ROMANIA (REPUBLIC OF) | UNSCREENED | 0.08% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.08% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| ARES CAPITAL CORP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.08% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| BOSTON PROPERTIES LP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| EART 2025-3A | UNSCREENED | 0.08% | no in-house ratios for this holding |
| KENNEDY-WILSON INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| COIN COINBASE GLOBAL INC | NON_COMPLIANT | 0.08% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| CI CIGNA GROUP/THE | NON_COMPLIANT | 0.08% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.08% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| WFCM 2025-5C5 | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CAALT 2025-2A | UNSCREENED | 0.08% | no in-house ratios for this holding |
| STZ CONSTELLATION BRANDS INC | NON_COMPLIANT | 0.08% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| SFUEL 2025-CA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PCG PG&E CORP | NON_COMPLIANT | 0.08% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| CAALT 2025-2A | UNSCREENED | 0.08% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.08% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| GUARDIAN LIFE GLOBAL FUNDING | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.08% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| CAALT 2026-1A | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.08% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| SUMISHO AIR LEASE CORP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| RGA GLOBAL FUNDING | UNSCREENED | 0.08% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.08% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| T AT&T INC | NON_COMPLIANT | 0.08% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| DUKE ENERGY FLORIDA LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| NORTHERN STATES POWER COMPANY (MINNESOTA) | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PUBLIC SERVICE ELECTRIC AND GAS COMPANY | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ICE INTERCONTINENTAL EXCHANGE INC | NON_COMPLIANT | 0.08% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.08% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| ABT ABBOTT LABORATORIES | COMPLIANT | 0.08% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| SNPS SYNOPSYS INC | COMPLIANT | 0.08% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| BANK5 2025-5YR17 | UNSCREENED | 0.08% | no in-house ratios for this holding |
| UNION ELECTRIC CO | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PROGRESS RESIDENTIAL 2026-SFR2 TRUST | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.08% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| UNIFORM MBS | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| HUT 8 DC LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| TEXTAINER MARINE CONTAINERS IV LTD TMCL_20-3A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.07% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.07% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.07% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.07% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2025-3 | UNSCREENED | 0.07% | no in-house ratios for this holding |
| WLAKE 2026-1A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS INC | NON_COMPLIANT | 0.07% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 0.07% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| EART 2025-5A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MPT OPERATING PARTNERSHIP LP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| EART 2025-5A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ROP ROPER TECHNOLOGIES INC | NON_COMPLIANT | 0.07% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.07% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| CHARTER COMMUNICATIONS OPERATING LLC / CHARTER COMMUNICATIONS OPERATING CAPITAL | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| BMARK 2025-V18 | UNSCREENED | 0.07% | no in-house ratios for this holding |
| TEXTAINER MARINE CONTAINERS IV LTD TCML_20-2 | UNSCREENED | 0.07% | no in-house ratios for this holding |
| THC TENET HEALTHCARE CORP | NON_COMPLIANT | 0.07% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| CRESCENT ENERGY FINANCE LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| F FORD MOTOR CO | NON_COMPLIANT | 0.07% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| AMGN AMGEN INC | COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CLI FUNDING VI LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| APOLLO DEBT SOLUTIONS BDC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| NEXSTAR MEDIA INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| NEXSTAR MEDIA INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| UNIFORM MBS | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 0.06% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.06% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| RCL ROYAL CARIBBEAN CRUISES LTD | NON_COMPLIANT | 0.06% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| MRSH MARSH & MCLENNAN COMPANIES INC | NON_COMPLIANT | 0.06% | 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 | 0.06% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| ACHD 2025-DS1 | UNSCREENED | 0.06% | no in-house ratios for this holding |
| INTC INTEL CORP | COMPLIANT | 0.06% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PERATON CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| FREDDIE MAC STACR REMIC TRUST STACR_22-DNA5 | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| CLI FUNDING VI LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CLEVELAND-CLIFFS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.06% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| AMERGIN ASSET MANAGEMENT LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CLEVELAND-CLIFFS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AUTONATION INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AON NORTH AMERICA INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| DOW CHEMICAL COMPANY (THE) | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PAMPA ENERGIA SA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.06% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MEDLINE BORROWER LP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.06% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| KENNEDY-WILSON INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BAX BAXTER INTERNATIONAL INC | NON_COMPLIANT | 0.06% | AAOIFI1.7% Usmani1.1% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic1.1% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| KENNEDY-WILSON INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 0.06% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| CHUBB INA HOLDINGS LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.06% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| NAVI NAVIENT CORP | NON_COMPLIANT | 0.05% | AAOIFI4909.2% Usmani93.7% Dow Jones Islamic3945.0% S&P Shariah3430.3% MSCI Islamic93.7% MSCI Islamic M-Series3430.3% FTSE Shariah93.7% |
| PACIFIC GAS AND ELECTRIC CO | UNSCREENED | 0.05% | no in-house ratios for this holding |
| WFC WELLS FARGO & CO | NON_COMPLIANT | 0.05% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| UNIFORM MBS | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| TLN TALEN ENERGY CORP | NON_COMPLIANT | 0.05% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| BA BOEING CO/THE | NON_COMPLIANT | 0.05% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| TEXTAINER MARINE CONTAINERS VII LTD TMCL_20-1 | UNSCREENED | 0.05% | no in-house ratios for this holding |
| NAVI NAVIENT CORP | NON_COMPLIANT | 0.05% | AAOIFI4909.2% Usmani93.7% Dow Jones Islamic3945.0% S&P Shariah3430.3% MSCI Islamic93.7% MSCI Islamic M-Series3430.3% FTSE Shariah93.7% |
| CME CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CNX CNX RESOURCES CORP | NON_COMPLIANT | 0.05% | AAOIFI42.4% Usmani26.0% Dow Jones Islamic47.9% S&P Shariah52.8% MSCI Islamic25.7% MSCI Islamic M-Series52.8% FTSE Shariah24.3% |
| TRANSDIGM INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| VISTA ENERGY ARGENTINA SAU | UNSCREENED | 0.05% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BA BOEING CO/THE | NON_COMPLIANT | 0.05% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| CHARTER COMMUNICATIONS OPERATING LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BALL BALL CORP | NON_COMPLIANT | 0.05% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GENERAL MOTORS FINANCIAL CO INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CDX EMERGING MARKET ISSUER | UNSCREENED | 0.05% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 0.05% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.05% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.05% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| AJG ARTHUR J GALLAGHER & CO | NON_COMPLIANT | 0.05% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| SNAP SNAP INC | NON_COMPLIANT | 0.05% | AAOIFI46.0% Usmani56.6% Dow Jones Islamic31.4% S&P Shariah26.2% MSCI Islamic56.6% MSCI Islamic M-Series26.2% FTSE Shariah47.3% |
| SERVICE PROPERTIES TRUST | UNSCREENED | 0.05% | no in-house ratios for this holding |
| B&G FOODS INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| IRM IRON MOUNTAIN INC | NON_COMPLIANT | 0.05% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| META META PLATFORMS INC | QUESTIONABLE | 0.05% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| MARS INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ACI ALBERTSONS COMPANIES INC | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.05% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.05% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.05% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| MEDLINE BORROWER LP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SERVICE PROPERTIES TRUST | UNSCREENED | 0.05% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.05% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MAGN MAGNERA CORP | NON_COMPLIANT | 0.05% | AAOIFI436.8% Usmani51.1% Dow Jones Islamic512.6% S&P Shariah698.0% MSCI Islamic51.1% MSCI Islamic M-Series698.0% FTSE Shariah49.6% |
| AMWINS GROUP INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ACI ALBERTSONS COMPANIES INC | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.05% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| ACCENDRA HEALTH INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| NOG NORTHERN OIL AND GAS INC | NON_COMPLIANT | 0.05% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.05% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| VSAT VIASAT INC | NON_COMPLIANT | 0.05% | AAOIFI66.2% Usmani45.8% Dow Jones Islamic158.7% S&P Shariah186.6% MSCI Islamic45.8% MSCI Islamic M-Series186.6% FTSE Shariah42.6% |
| WLAKE 2026-1A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EOG EOG RESOURCES INC | COMPLIANT | 0.04% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| BLACK PEARL COMPUTE LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| COMSTOCK RESOURCES INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| NOBLE FINANCE II LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ACAR 2026-1 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UKG INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CHARTER COMMUNICATIONS OPERATING LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DBD DIEBOLD NIXDORF INC | NON_COMPLIANT | 0.04% | AAOIFI48.7% Usmani29.7% Dow Jones Islamic51.4% S&P Shariah58.9% MSCI Islamic29.7% MSCI Islamic M-Series58.9% FTSE Shariah25.2% |
| SOUTHERN CALIFORNIA EDISON CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PERMIAN RESOURCES OPERATING LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| WLAKE 2026-2A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.04% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| LYB INTERNATIONAL FINANCE III LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DVA DAVITA INC | NON_COMPLIANT | 0.04% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| WFC WELLS FARGO & CO | NON_COMPLIANT | 0.04% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| UNIFORM MBS | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| CCO HOLDINGS LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.04% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| CENTERPOINT ENERGY HOUSTON ELECTRIC LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| RCL ROYAL CARIBBEAN CRUISES LTD | NON_COMPLIANT | 0.04% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| TREEHOUSE FOODS INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CLH CLEAN HARBORS INC | COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ALLIANT HOLDINGS INTERMEDIATE LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BANK5 2026-5YR20 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| NI NISOURCE INC | NON_COMPLIANT | 0.04% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| ASCENT RESOURCES UTICA HOLDINGS LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ALLIANT HOLDINGS INTERMEDIATE LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SUMISHO AIR LEASE CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PCG PG&E CORP | NON_COMPLIANT | 0.04% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.04% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| CLOUD SOFTWARE GROUP INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| OHS 2026-1A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SOUTHERN CALIFORNIA EDISON CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HOWARD HUGHES CORP/THE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| FSK FS KKR CAPITAL CORP | NON_COMPLIANT | 0.04% | AAOIFI191.2% Usmani54.0% Dow Jones Islamic162.1% S&P Shariah164.5% MSCI Islamic54.0% MSCI Islamic M-Series164.5% FTSE Shariah54.0% |
| HOWARD HUGHES CORP/THE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| RPM 2026-2A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HOWARD HUGHES CORP/THE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BLAST 2026-1 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GOLDMAN SACHS PRIVATE CREDIT CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EART 2026-1A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| MSTR STRATEGY INC | COMPLIANT | 0.04% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| ARES CAPITAL CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.04% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.04% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| GCAR 2026-2A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ACAR 2026-1 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HILCORP ENERGY I LP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 0.03% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| DOW CHEMICAL COMPANY (THE) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BX 2026-VLT9 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WULF COMPUTE LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| PEAC 2026-1A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HIGHWOODS REALTY LP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| TOTALENERGIES CAPITAL USA LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.03% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| OXY OCCIDENTAL PETROLEUM CORP | NON_COMPLIANT | 0.03% | AAOIFI24.4% Usmani19.4% Dow Jones Islamic31.4% S&P Shariah30.3% MSCI Islamic18.2% MSCI Islamic M-Series30.3% FTSE Shariah17.1% |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| INDUSTRIAL F&B INVESTMENTS III INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.03% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| OSAIC HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| SERVICE PROPERTIES TRUST | UNSCREENED | 0.03% | no in-house ratios for this holding |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 0.03% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| BX 2026-VLT9 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BKNG BOOKING HOLDINGS INC | COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| STWD STARWOOD PROPERTY TRUST INC | NON_COMPLIANT | 0.03% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
The published standards disagree about this fund by 3 points of portfolio weight — 6.4% of it passes Dow Jones Islamic, 3.7% 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 4.6% ratios fail on 16.5% 84.6% not rated under AAOIFI
ratios pass on 4.0% ratios fail on 13.6% 88.1% not rated under Usmani
ratios pass on 6.4% ratios fail on 14.7% 84.6% not rated under Dow Jones Islamic
ratios pass on 4.7% ratios fail on 16.3% 84.7% not rated under S&P Shariah
ratios pass on 3.7% ratios fail on 13.7% 88.3% not rated under MSCI Islamic
ratios pass on 4.7% ratios fail on 16.4% 84.6% not rated under MSCI Islamic M-Series
ratios pass on 4.1% ratios fail on 13.5% 88.1% not rated under FTSE Shariah
107 of 659 listed holdings carry our own per-methodology verdicts (23% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 88 (19% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UNITED STATES TREASURY | 3.16% |
| UNITED STATES TREASURY | 2.43% |
| UNIFORM MBS | 2.38% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 2.27% |
| UNITED STATES TREASURY | 1.77% |
| UNITED STATES TREASURY | 1.69% |
| UNITED STATES TREASURY | 1.61% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 1.48% |
| UNITED STATES TREASURY | 1.27% |
| UNITED STATES TREASURY | 1.20% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
American Funds Core Plus Bond Fund (AFPEX) 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 |
|---|---|---|
| CAPITAL GROUP CENTRAL CASH FUNDnot matched to a ticker | 13.74% | Not screened |
| UNITED STATES TREASURYnot matched to a ticker | 3.16% | Non-compliant |
| UNITED STATES TREASURYnot matched to a ticker | 2.43% | Non-compliant |
| UNIFORM MBSnot matched to a ticker | 2.38% | Non-compliant |
| FEDERAL NATIONAL MORTGAGE ASSOCIATIONnot matched to a ticker | 2.27% | Non-compliant |
| UNITED STATES TREASURYnot matched to a ticker | 1.77% | Non-compliant |
| UNITED STATES TREASURYnot matched to a ticker | 1.69% | Non-compliant |
| UNITED STATES TREASURYnot matched to a ticker | 1.61% | Non-compliant |
| FEDERAL NATIONAL MORTGAGE ASSOCIATIONnot matched to a ticker | 1.48% | Non-compliant |
| UNITED STATES TREASURYnot matched to a ticker | 1.27% | Non-compliant |
Top 10 of 659 holdings, 31.8% 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 AFPEX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
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) | 38.70 | NEUTRAL |
| Stochastic %K (14) | 86.08 | SELL |
| CCI (20) | -21.59 | NEUTRAL |
| Williams %R (14) | -13.92 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.32 | BUY |
| Momentum (10) | 0.03 | BUY |
| EMA (10) | 9.38 | BUY |
| SMA (10) | 9.37 | BUY |
| EMA (20) | 9.41 | SELL |
| SMA (20) | 9.40 | SELL |
| EMA (30) | 9.44 | SELL |
| SMA (30) | 9.45 | SELL |
| EMA (50) | 9.49 | SELL |
| SMA (50) | 9.52 | SELL |
| EMA (100) | 9.58 | SELL |
| SMA (100) | 9.61 | SELL |
| EMA (200) | 9.69 | SELL |
| SMA (200) | 9.72 | SELL |
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.