Verdicts genuinely change. Free email alert the moment BBSGX'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.
Sterling Capital Short Duration Bond Fund · Sterling Capital Funds
140 holdings
NON-COMPLIANT At least 28.29% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 68% turns out to be. Matching more holdings can only raise this share, never lower it.
2.88% 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.
140 holdings, 49 matched (32% of weight). Portfolio as of 2025-12-31, filed 2026-03-02. Source: SEC Form N-PORT.
5.66% of this portfolio’s income is non-permissible — weighted across holdings, computed over 20% of portfolio weight (30 of 140 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 |
|---|---|---|---|
| Federated Hermes Money Market Obligations Trust | UNSCREENED | 1.46% | no in-house ratios for this holding |
| Dryden 53 Clo Ltd | UNSCREENED | 1.40% | no in-house ratios for this holding |
| Americredit Automobile Receivables Trust 2018-3 | UNSCREENED | 1.40% | no in-house ratios for this holding |
| TRICON RESIDENTAL TR 2025-SFR1 | UNSCREENED | 1.34% | no in-house ratios for this holding |
| Hertz Vehicle Financing LLC | UNSCREENED | 1.34% | no in-house ratios for this holding |
| PFS Financing Corp | UNSCREENED | 1.30% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 1.29% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| WHEELS FLEET LEASE FUNDING 1 LLC | UNSCREENED | 1.29% | no in-house ratios for this holding |
| Chase Mortgage Finance Trust | UNSCREENED | 1.28% | no in-house ratios for this holding |
| STWD Starwood Property Trust, Inc. | NON_COMPLIANT | 1.24% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| United States Treasury Notes | NON_COMPLIANT | 1.18% | no in-house ratios for this holding |
| BAC Bank of America Corp. | NON_COMPLIANT | 1.17% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Santander Drive Auto Receivables Trust 2025-2 | UNSCREENED | 1.16% | no in-house ratios for this holding |
| Athene Global Funding | UNSCREENED | 1.10% | no in-house ratios for this holding |
| AFFIRM MASTER TRUST | UNSCREENED | 1.09% | no in-house ratios for this holding |
| Point Au Roche Park Clo Ltd. | UNSCREENED | 1.07% | no in-house ratios for this holding |
| Ares XLIV CLO Ltd. | UNSCREENED | 1.07% | no in-house ratios for this holding |
| BENCHMARK 2023-V3 MORTGAGE TRUST | UNSCREENED | 1.07% | no in-house ratios for this holding |
| LCM 33 Ltd / LCM 33 LLC | UNSCREENED | 1.07% | no in-house ratios for this holding |
| RGA Global Funding | UNSCREENED | 1.06% | no in-house ratios for this holding |
| Neuberger Berman Loan Advisers CLO 41 Ltd. | UNSCREENED | 1.06% | no in-house ratios for this holding |
| AerCap Ireland Capital Designated Activity Co. / AerCap Global Aviation Trust (AER) | UNSCREENED | 1.05% | no in-house ratios for this holding |
| F&G Global Funding | UNSCREENED | 1.04% | no in-house ratios for this holding |
| Blackstone Secured Lending Fund | UNSCREENED | 1.04% | no in-house ratios for this holding |
| Cd 2016-Cd2 Mortga | UNSCREENED | 1.04% | no in-house ratios for this holding |
| CD 2017 Cd3 Mortgage Trust | UNSCREENED | 1.02% | no in-house ratios for this holding |
| FORTRESS CRED BSL | UNSCREENED | 1.02% | no in-house ratios for this holding |
| FE FirstEnergy Corp. | NON_COMPLIANT | 1.02% | AAOIFI101.8% Usmani48.1% Dow Jones Islamic111.3% S&P Shariah119.2% MSCI Islamic48.0% MSCI Islamic M-Series119.2% FTSE Shariah47.5% |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 1.01% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Onemain Direct Auto Receivables Tst | UNSCREENED | 1.01% | no in-house ratios for this holding |
| MVW 2024-2 LLC | UNSCREENED | 1.00% | no in-house ratios for this holding |
| AEE Ameren Corp. | NON_COMPLIANT | 0.97% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BA Boeing Co. | NON_COMPLIANT | 0.96% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| Allegany Park Clo Ltd. | UNSCREENED | 0.94% | no in-house ratios for this holding |
| Blackstone Private Credit Fund | UNSCREENED | 0.93% | no in-house ratios for this holding |
| BX Trust 2018-Bilt | UNSCREENED | 0.93% | no in-house ratios for this holding |
| Navient Private Education Refi Loan Trust 2019-E | UNSCREENED | 0.92% | no in-house ratios for this holding |
| Morgan Stanley Bank Of America Merrill Lynch Trust 2016-C32 | UNSCREENED | 0.90% | no in-house ratios for this holding |
| BNS.TO Bank of Nova Scotia | NON_COMPLIANT | 0.90% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Retained Vantage Data Centers Issuer LLC / Vantage Data Centers Cda Qc4 Ltd. | UNSCREENED | 0.89% | no in-house ratios for this holding |
| CLINTON S C PUB FACS CORP | UNSCREENED | 0.89% | no in-house ratios for this holding |
| GA Global Funding Trust | UNSCREENED | 0.88% | no in-house ratios for this holding |
| Entergy Louisiana LLC | UNSCREENED | 0.88% | no in-house ratios for this holding |
| BARC.L Barclays PLC | NON_COMPLIANT | 0.88% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| APA APA Corp. | NON_COMPLIANT | 0.88% | AAOIFI25.9% Usmani21.6% Dow Jones Islamic42.6% S&P Shariah41.4% MSCI Islamic21.6% MSCI Islamic M-Series41.4% FTSE Shariah20.8% |
| Mars Inc. | UNSCREENED | 0.87% | no in-house ratios for this holding |
| Earthstone Energy Holdings LLC | UNSCREENED | 0.86% | no in-house ratios for this holding |
| MTH Meritage Homes Corp | NON_COMPLIANT | 0.86% | AAOIFI15.2% Usmani7.6% Dow Jones Islamic11.7% S&P Shariah11.1% MSCI Islamic7.6% MSCI Islamic M-Series11.1% FTSE Shariah7.6% |
| NAVIENT REFINANCE LOAN TRUST | UNSCREENED | 0.85% | no in-house ratios for this holding |
| AFFIRM MASTER TRUST | UNSCREENED | 0.85% | no in-house ratios for this holding |
| Woodside Finance Ltd. | UNSCREENED | 0.85% | no in-house ratios for this holding |
| NDA-FI.HE Nordea Bank ABP | NON_COMPLIANT | 0.84% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| C Citigroup Inc. | NON_COMPLIANT | 0.84% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| Ladder Capital Finance Holdings LLLP/ Ladder Capital Finance Corp. | UNSCREENED | 0.82% | no in-house ratios for this holding |
| Sprint Capital Corporation | UNSCREENED | 0.82% | no in-house ratios for this holding |
| SNPS Synopsys Inc | COMPLIANT | 0.81% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| Hess Midstream Operations LP | UNSCREENED | 0.79% | no in-house ratios for this holding |
| CUBE CubeSmart LP | NON_COMPLIANT | 0.79% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MSI Motorola Solutions Inc | COMPLIANT | 0.77% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| Skymiles IP Ltd. & Delta Air Lines Inc. | UNSCREENED | 0.77% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.77% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| HPE Hewlett Packard Enterprise Co. | NON_COMPLIANT | 0.77% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.76% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Avis Budget Rental Car Funding AESOP LLC | UNSCREENED | 0.76% | no in-house ratios for this holding |
| Dell International LLC / EMC Corp. | UNSCREENED | 0.76% | no in-house ratios for this holding |
| APH Amphenol Corporation | NON_COMPLIANT | 0.76% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Ares Strategic Income Fund | UNSCREENED | 0.76% | no in-house ratios for this holding |
| PM Philip Morris International Inc. | NON_COMPLIANT | 0.76% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| FISV Fiserv Inc. | NON_COMPLIANT | 0.75% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| SBUX Starbucks Corp. | COMPLIANT | 0.75% | AAOIFI19.3% Usmani79.3% Dow Jones Islamic21.4% S&P Shariah22.1% MSCI Islamic79.3% MSCI Islamic M-Series22.1% FTSE Shariah46.9% |
| Mattel, Inc. | UNSCREENED | 0.75% | no in-house ratios for this holding |
| BX CML MTG TR 2021-CIP | UNSCREENED | 0.73% | no in-house ratios for this holding |
| D Dominion Energy Inc | NON_COMPLIANT | 0.73% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| ZTS Zoetis Inc. | NON_COMPLIANT | 0.72% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| Oneok Inc. | UNSCREENED | 0.72% | no in-house ratios for this holding |
| SBL Holdings Inc. | UNSCREENED | 0.71% | no in-house ratios for this holding |
| Federal National Mortgage Association | NON_COMPLIANT | 0.71% | no in-house ratios for this holding |
| HILTON GRAND VACATIONS 2024-3 | UNSCREENED | 0.71% | no in-house ratios for this holding |
| MAGNETITE XXXI LTD | UNSCREENED | 0.70% | no in-house ratios for this holding |
| Magnetite XXXI Ltd. | UNSCREENED | 0.70% | no in-house ratios for this holding |
| PALMER SQ LN FDG 24-1 LTD /LLC | UNSCREENED | 0.70% | no in-house ratios for this holding |
| HINNT 2025-A LLC | UNSCREENED | 0.70% | no in-house ratios for this holding |
| PENFED AUTO RECEIVABLES OWNER TRUST 2025-A | UNSCREENED | 0.69% | no in-house ratios for this holding |
| OTF Blue Owl Technology Finance Corp. | NON_COMPLIANT | 0.69% | AAOIFI137.3% Usmani47.5% Dow Jones Islamic— S&P Shariah— MSCI Islamic47.5% MSCI Islamic M-Series— FTSE Shariah47.5% |
| HWM Howmet Aerospace Inc | NON_COMPLIANT | 0.67% | AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0% |
| SMR MORTGAGE TRUST 2022-IND | UNSCREENED | 0.67% | no in-house ratios for this holding |
| LMT Lockheed Martin Corporation | NON_COMPLIANT | 0.65% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| Manufacturers & Traders Trust Co. | UNSCREENED | 0.64% | no in-house ratios for this holding |
| LLY Eli Lilly & Co. | COMPLIANT | 0.64% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| John Deere Capital Corp. | UNSCREENED | 0.64% | no in-house ratios for this holding |
| OneMain Financial Corporation | UNSCREENED | 0.62% | no in-house ratios for this holding |
| BMO 2023-5C1 MORTGAGE TRUST | UNSCREENED | 0.61% | no in-house ratios for this holding |
| Federal National Mortgage Association | NON_COMPLIANT | 0.60% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.58% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Ford Motor Credit Company LLC | UNSCREENED | 0.58% | no in-house ratios for this holding |
| AVGO Broadcom Inc | COMPLIANT | 0.57% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| JPMCC Commercial Mortgage Securities Trust 2015-Jp1 | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Avis Budget Rental Car Funding AESOP LLC | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Sierra Timeshare 2013-1 Receivables Funding LLC | UNSCREENED | 0.56% | no in-house ratios for this holding |
| BANK5 2024-5YR5 | UNSCREENED | 0.53% | no in-house ratios for this holding |
| Americredit Automobile Receivables Trust 2018-3 | UNSCREENED | 0.53% | no in-house ratios for this holding |
| Sprint Spectrum Co LLC / Sprint Spectrum Co II LLC / Sprint Spectrum Co III LLC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| STAN.L Standard Chartered PLC | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Civitas Resources Inc | UNSCREENED | 0.52% | no in-house ratios for this holding |
| RGA Reinsurance Group of America, Incorporated | NON_COMPLIANT | 0.49% | AAOIFI34.5% Usmani3.4% Dow Jones Islamic42.7% S&P Shariah45.0% MSCI Islamic3.4% MSCI Islamic M-Series45.0% FTSE Shariah3.4% |
| NextEra Energy Capital Holdings Inc | UNSCREENED | 0.48% | no in-house ratios for this holding |
| FMCC Federal Home Loan Mortgage Corp. | NON_COMPLIANT | 0.42% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| Corebridge Global Funding | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Golub Capital Private Credit Fund | UNSCREENED | 0.40% | no in-house ratios for this holding |
| Comm 2017-Panw Mortgage Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| DAL Delta Air Lines Inc. | NON_COMPLIANT | 0.39% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| CSAIL 2017-Cx10 Commercial Mortgage Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Federal National Mortgage Association | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| American National Global Funding | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Ares Strategic Income Fund | UNSCREENED | 0.36% | no in-house ratios for this holding |
| FSK FS KKR Capital Corp | NON_COMPLIANT | 0.35% | AAOIFI191.2% Usmani54.0% Dow Jones Islamic162.1% S&P Shariah164.5% MSCI Islamic54.0% MSCI Islamic M-Series164.5% FTSE Shariah54.0% |
| ARI Fleet Lease Tr | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Sierra Timeshare 2013-1 Receivables Funding LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GEHC GE Healthcare Technologies Inc. | NON_COMPLIANT | 0.29% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| Avolon Holdings Funding Ltd. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| BANK5 2023-5YR3 | UNSCREENED | 0.27% | no in-house ratios for this holding |
| BANK5 2023-5YR4 | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Vistra Operations Co LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| TRGP Targa Resources Corp. | NON_COMPLIANT | 0.27% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| Georgia Power Company | UNSCREENED | 0.26% | no in-house ratios for this holding |
| MGM MGM Resorts International | NON_COMPLIANT | 0.25% | AAOIFI288.8% Usmani75.7% Dow Jones Islamic297.5% S&P Shariah266.6% MSCI Islamic75.2% MSCI Islamic M-Series266.6% FTSE Shariah15.2% |
| Sammons Financial Group Inc | UNSCREENED | 0.25% | no in-house ratios for this holding |
| NEW YORK N Y | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Georgia-Pacific LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ECL Ecolab Inc. | COMPLIANT | 0.22% | AAOIFI17.0% Usmani44.6% Dow Jones Islamic18.1% S&P Shariah19.4% MSCI Islamic44.6% MSCI Islamic M-Series19.4% FTSE Shariah44.0% |
| BX Trust 2018-Bilt | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BENCHMARK 2023-V2 MORTGAGE TRUST | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GOOG Alphabet Inc. | QUESTIONABLE | 0.19% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| STORE Capital Corp. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| STLD Steel Dynamics, Inc. | COMPLIANT | 0.19% | AAOIFI12.1% Usmani24.4% Dow Jones Islamic17.6% S&P Shariah18.9% MSCI Islamic24.4% MSCI Islamic M-Series18.9% FTSE Shariah24.4% |
| LPL Holdings Inc. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| LXP LXP Industrial Trust | NON_COMPLIANT | 0.17% | AAOIFI38.0% Usmani39.4% Dow Jones Islamic51.3% S&P Shariah53.6% MSCI Islamic39.4% MSCI Islamic M-Series53.6% FTSE Shariah39.4% |
| Prime Securities Services Borrower, LLC and Prime Finance, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Federal National Mortgage Association | NON_COMPLIANT | 0.01% | no in-house ratios for this holding |
| Chicago Board of Trade | NON_COMPLIANT | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 5 points of portfolio weight — 10.2% of it passes AAOIFI, 5.7% 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 10.2% ratios fail on 18.6% 71.4% not rated under AAOIFI
ratios pass on 5.7% ratios fail on 17.1% 77.4% not rated under Usmani
ratios pass on 8.9% ratios fail on 19.2% 72.1% not rated under Dow Jones Islamic
ratios pass on 8.9% ratios fail on 19.2% 72.1% not rated under S&P Shariah
ratios pass on 7.1% ratios fail on 17.1% 76.0% not rated under MSCI Islamic
ratios pass on 8.9% ratios fail on 19.2% 72.1% not rated under MSCI Islamic M-Series
ratios pass on 7.3% ratios fail on 17.1% 75.8% not rated under FTSE Shariah
42 of 140 listed holdings carry our own per-methodology verdicts (30% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 35 (24% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| JPM JPMorgan Chase & Co. | 1.29% |
| STWD Starwood Property Trust, Inc. | 1.24% |
| United States Treasury Notes | 1.18% |
| BAC Bank of America Corp. | 1.17% |
| FE FirstEnergy Corp. | 1.02% |
| WFC Wells Fargo & Co. | 1.01% |
| AEE Ameren Corp. | 0.97% |
| BA Boeing Co. | 0.96% |
| BNS.TO Bank of Nova Scotia | 0.90% |
| BARC.L Barclays PLC | 0.88% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Sterling Capital Short Duration Bond Fund (BBSGX) 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 |
|---|---|---|
| Federated Hermes Money Market Obligations Trustnot matched to a ticker | 1.46% | Not screened |
| Dryden 53 Clo Ltdnot matched to a ticker | 1.40% | Not screened |
| Americredit Automobile Receivables Trust 2018-3not matched to a ticker | 1.40% | Not screened |
| TRICON RESIDENTAL TR 2025-SFR1not matched to a ticker | 1.34% | Not screened |
| Hertz Vehicle Financing LLCnot matched to a ticker | 1.34% | Not screened |
| PFS Financing Corpnot matched to a ticker | 1.30% | Not screened |
| JPMJPMorgan Chase & Co. | 1.29% | Non-compliant |
| WHEELS FLEET LEASE FUNDING 1 LLCnot matched to a ticker | 1.29% | Not screened |
| Chase Mortgage Finance Trustnot matched to a ticker | 1.28% | Not screened |
| STWDStarwood Property Trust, Inc. | 1.24% | Non-compliant |
Top 10 of 140 holdings, 13.3% 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 BBSGX. 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 5 days - this is not a reading of today
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.