Verdicts genuinely change. Free email alert the moment BCEGX'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 Equity Income Fund · Sterling Capital Funds
33 holdings
NON-COMPLIANT 39.68% of portfolio weight is in non-compliant holdings, over the 5% threshold.
33 holdings, 31 matched (92% of weight). Portfolio as of 2026-06-30, filed 2026-08-31. Source: SEC Form N-PORT.
5.62% of this portfolio’s income is non-permissible — weighted across holdings, computed over 78% of portfolio weight (27 of 33 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.
49.0% compliant 3.4% questionable 39.7% non-compliant 7.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ADI ANALOG DEVICES INC | COMPLIANT | 4.46% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| PM PHILIP MORRIS INTERNATIONAL INC | NON_COMPLIANT | 4.35% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| WM WASTE MANAGEMENT INC | COMPLIANT | 4.33% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 4.25% | no in-house ratios for this holding |
| ETN EATON CORP PLC | COMPLIANT | 4.20% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| LIN LINDE PLC | COMPLIANT | 4.05% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| SO SOUTHERN COMPANY (THE) | NON_COMPLIANT | 4.01% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| AXP AMERICAN EXPRESS COMPANY | NON_COMPLIANT | 3.91% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| SCHW CHARLES SCHWAB CORP (THE) | NON_COMPLIANT | 3.90% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| ROK ROCKWELL AUTOMATION INC | COMPLIANT | 3.89% | AAOIFI6.1% Usmani26.4% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic26.4% MSCI Islamic M-Series8.1% FTSE Shariah23.2% |
| MSI MOTOROLA SOLUTIONS INC | COMPLIANT | 3.86% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| AMP AMERIPRISE FINANCIAL INC | NON_COMPLIANT | 3.74% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ABBV ABBVIE INC | COMPLIANT | 3.67% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| FEDERATED HERMES MONEY MARKET OBLIGATIONS TRUST | UNSCREENED | 3.64% | no in-house ratios for this holding |
| FERG FERGUSON ENTERPRISES INC | UNRATED | 3.62% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| DE DEERE & COMPANY | NON_COMPLIANT | 3.45% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 3.42% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| DHI D.R. HORTON INC | COMPLIANT | 3.32% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AFL AFLAC INC | NON_COMPLIANT | 3.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PEP PEPSICO INC | COMPLIANT | 3.03% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| MRSH MARSH & MCLENNAN COMPANIES INC | NON_COMPLIANT | 2.93% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| HD HOME DEPOT INC (THE) | COMPLIANT | 2.64% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| RJF RAYMOND JAMES FINANCIAL INC | NON_COMPLIANT | 2.20% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| CCEP.AS COCA-COLA EUROPACIFIC PARTNERS PLC | COMPLIANT | 2.11% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MET METLIFE INC | NON_COMPLIANT | 2.09% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| DVN DEVON ENERGY CORP | COMPLIANT | 1.81% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 1.74% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| HON HONEYWELL INTERNATIONAL INC | NON_COMPLIANT | 1.54% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 1.52% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| ABT ABBOTT LABORATORIES | COMPLIANT | 1.37% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| NDAQ NASDAQ INC | NON_COMPLIANT | 1.37% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 1.15% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| ADP AUTOMATIC DATA PROCESSING INC | COMPLIANT | 1.13% | AAOIFI5.0% Usmani8.5% Dow Jones Islamic5.0% S&P Shariah5.2% MSCI Islamic8.5% MSCI Islamic M-Series5.2% FTSE Shariah7.9% |
The published standards disagree about this fund by 36 points of portfolio weight — 57.2% of it passes Dow Jones Islamic, 21.3% 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 56.0% ratios fail on 28.8% 15.2% not rated under AAOIFI
ratios pass on 21.3% ratios fail on 59.9% 18.8% not rated under Usmani
ratios pass on 57.2% ratios fail on 27.6% 15.2% not rated under Dow Jones Islamic
ratios pass on 55.1% ratios fail on 29.7% 15.2% not rated under S&P Shariah
ratios pass on 24.6% ratios fail on 59.9% 15.5% not rated under MSCI Islamic
ratios pass on 55.1% ratios fail on 29.7% 15.2% not rated under MSCI Islamic M-Series
ratios pass on 28.9% ratios fail on 52.0% 19.1% not rated under FTSE Shariah
31 of 33 listed holdings carry our own per-methodology verdicts (92% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 27 (79% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| PM PHILIP MORRIS INTERNATIONAL INC | 4.35% |
| SO SOUTHERN COMPANY (THE) | 4.01% |
| AXP AMERICAN EXPRESS COMPANY | 3.91% |
| SCHW CHARLES SCHWAB CORP (THE) | 3.90% |
| AMP AMERIPRISE FINANCIAL INC | 3.74% |
| DE DEERE & COMPANY | 3.45% |
| AFL AFLAC INC | 3.31% |
| MRSH MARSH & MCLENNAN COMPANIES INC | 2.93% |
| RJF RAYMOND JAMES FINANCIAL INC | 2.20% |
| MET METLIFE INC | 2.09% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Sterling Capital Equity Income Fund (BCEGX) 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 |
|---|---|---|
| ADIANALOG DEVICES INC | 4.46% | Compliant |
| PMPHILIP MORRIS INTERNATIONAL INC | 4.35% | Non-compliant |
| WMWASTE MANAGEMENT INC | 4.33% | Compliant |
| JP MORGAN CHASE & COMPANYnot matched to a ticker | 4.25% | Not screened |
| ETNEATON CORP PLC | 4.20% | Compliant |
| LINLINDE PLC | 4.05% | Compliant |
| SOSOUTHERN COMPANY (THE) | 4.01% | Non-compliant |
| AXPAMERICAN EXPRESS COMPANY | 3.91% | Non-compliant |
| SCHWCHARLES SCHWAB CORP (THE) | 3.90% | Non-compliant |
| ROKROCKWELL AUTOMATION INC | 3.89% | Compliant |
Top 10 of 33 holdings, 41.4% 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 BCEGX. 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 6 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) | 63.70 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 192.48 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.07 | BUY |
| ROC (10) | 3.08 | BUY |
| Momentum (10) | 0.55 | BUY |
| EMA (10) | 18.15 | BUY |
| SMA (10) | 18.11 | BUY |
| EMA (20) | 18.09 | BUY |
| SMA (20) | 18.00 | BUY |
| EMA (30) | 18.10 | BUY |
| SMA (30) | 18.04 | BUY |
| EMA (50) | 18.11 | BUY |
| SMA (50) | 18.23 | BUY |
| EMA (100) | 18.00 | BUY |
| SMA (100) | 18.06 | BUY |
| EMA (200) | 17.67 | BUY |
| SMA (200) | 17.69 | 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.