Verdicts genuinely change. Free email alert the moment BIMSX'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.
Baird Intermediate Bond Fund · Baird Funds Inc
887 holdings
NON-COMPLIANT At least 59.94% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 36% turns out to be. Matching more holdings can only raise this share, never lower it.
40.93% 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.
887 holdings, 399 matched (64% of weight). Portfolio as of 2026-06-30, filed 2026-08-14. Source: SEC Form N-PORT.
8.79% of this portfolio’s income is non-permissible — weighted across holdings, computed over 14% of portfolio weight (229 of 887 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 |
|---|---|---|---|
| US TREASURY N/B | NON_COMPLIANT | 4.49% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 4.36% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 3.83% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 3.40% | no in-house ratios for this holding |
| First American Government Obli | UNSCREENED | 2.98% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.50% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.34% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.27% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.21% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.12% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.85% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.79% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.49% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.46% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.43% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.15% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.92% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.84% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.82% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.80% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.69% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgag | UNSCREENED | 0.36% | no in-house ratios for this holding |
| REGIONS BANKS/BIRMGHM AL | UNSCREENED | 0.33% | no in-house ratios for this holding |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BRAVO Residential Funding Trus | UNSCREENED | 0.31% | no in-house ratios for this holding |
| BRAVO Residential Funding Trus | UNSCREENED | 0.30% | no in-house ratios for this holding |
| AMERICAN NATIONAL GF | UNSCREENED | 0.28% | no in-house ratios for this holding |
| BENCHMARK Mortgage Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Chase Mortgage Finance Corpora | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| NATIONWIDE BLDG SOCIETY | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SBAC SBA COMMUNICATIONS CORP | NON_COMPLIANT | 0.25% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| BRAVO Residential Funding Trus | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SFS Auto Receivables Securitiz | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MPLX MPLX LP | NON_COMPLIANT | 0.24% | AAOIFI42.8% Usmani60.3% Dow Jones Islamic52.4% S&P Shariah59.3% MSCI Islamic60.3% MSCI Islamic M-Series59.3% FTSE Shariah59.7% |
| FERGUSON FINANCE PLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| WOODSIDE FINANCE LTD | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BMO Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.21% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| GM Financial Revolving Receiva | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Bank5 | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BIRG.IR BANK OF IRELAND GROUP | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Home Partners of America Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GM General Motors | NON_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% |
| Ford Credit Floorplan Master O | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.20% | 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 | 0.19% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Towd Point Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ENEL FINANCE INTL NV | UNSCREENED | 0.19% | no in-house ratios for this holding |
| SYF SYNCHRONY FINANCIAL | NON_COMPLIANT | 0.19% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| DANSKE.CO DANSKE BANK A/S | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JEF JEFFERIES FIN GROUP INC | NON_COMPLIANT | 0.19% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| VISTRA OPERATIONS CO LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Bank5 | UNSCREENED | 0.18% | no in-house ratios for this holding |
| J JACOBS SOLUTIONS INC | COMPLIANT | 0.18% | AAOIFI23.7% Usmani34.5% Dow Jones Islamic24.8% S&P Shariah24.5% MSCI Islamic34.5% MSCI Islamic M-Series24.5% FTSE Shariah30.5% |
| MEDLINE BORROWER LP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| NATIONWIDE BLDG SOCIETY | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CIM Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Morgan Stanley BAML Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| BRITISH TELECOMMUNICATIO | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BENCHMARK Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.17% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| GUARDIAN LIFE GLOB FUND | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Navient Refinance Loan Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.17% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| LIBERTY UTILITIES CO | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CSL CARLISLE COS INC | COMPLIANT | 0.16% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MSCI MSCI INC | COMPLIANT | 0.16% | AAOIFI15.7% Usmani116.8% Dow Jones Islamic15.3% S&P Shariah15.6% MSCI Islamic116.8% MSCI Islamic M-Series15.6% FTSE Shariah113.9% |
| BMO Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Chase Mortgage Finance Corpora | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Firstkey Homes Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LPL HOLDINGS INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BENCHMARK Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FLORIDA GAS TRANSMISSION | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BMO Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BRAVO Residential Funding Trus | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Firstkey Homes Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ANGLO AMERICAN CAPITAL | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ALLIANT ENERGY FINANCE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GUARDIAN LIFE GLOB FUND | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FRESENIUS MED CARE III | UNSCREENED | 0.15% | no in-house ratios for this holding |
| AMERICAN NATIONAL GF | UNSCREENED | 0.15% | no in-house ratios for this holding |
| COMM Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CRM SALESFORCE INC | COMPLIANT | 0.15% | AAOIFI20.9% Usmani38.1% Dow Jones Islamic18.3% S&P Shariah17.8% MSCI Islamic38.1% MSCI Islamic M-Series17.8% FTSE Shariah35.8% |
| FIRST INDUSTRIAL LP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| VIDEOTRON LTD | UNSCREENED | 0.14% | no in-house ratios for this holding |
| PROTECTIVE LIFE CORP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.14% | no in-house ratios for this holding |
| JP Morgan Chase Commercial Mor | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NBN CO LTD | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Firstkey Homes Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.14% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| UBS Commercial Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 0.14% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| MPC MARATHON PETROLEUM CORP | NON_COMPLIANT | 0.14% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.14% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| DTE DTE ENERGY CO | NON_COMPLIANT | 0.14% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.14% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| PREMIER HEALTH PARTNERS | UNSCREENED | 0.13% | no in-house ratios for this holding |
| KMI KINDER MORGAN INC | NON_COMPLIANT | 0.13% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| IDAHO ST HSG & FIN ASSN SF MTG | UNSCREENED | 0.13% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FDXF FEDEX FREIGHT HOLDING CO | COMPLIANT | 0.13% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| Angel Oak Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| TKR TIMKEN CO | COMPLIANT | 0.13% | AAOIFI25.5% Usmani31.9% Dow Jones Islamic35.3% S&P Shariah36.7% MSCI Islamic31.9% MSCI Islamic M-Series36.7% FTSE Shariah30.0% |
| VAR.OL VAR ENERGI ASA | NON_COMPLIANT | 0.13% | AAOIFI44.6% Usmani24.6% Dow Jones Islamic— S&P Shariah— MSCI Islamic23.7% MSCI Islamic M-Series— FTSE Shariah23.7% |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MACQUARIE AIRFINANCE HLD | UNSCREENED | 0.13% | no in-house ratios for this holding |
| A5G.IR AIB GROUP PLC | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| C CITIGROUP INC | NON_COMPLIANT | 0.12% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| DAIMLER TRUCK FINAN NA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| DEUTSCHE BANK NY | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AMERICOLD REALTY OPER PA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Ford Credit Auto Owner Trust/F | UNSCREENED | 0.12% | no in-house ratios for this holding |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| VNT VONTIER CORP | NON_COMPLIANT | 0.12% | AAOIFI35.9% Usmani40.3% Dow Jones Islamic30.9% S&P Shariah30.2% MSCI Islamic40.3% MSCI Islamic M-Series30.2% FTSE Shariah39.6% |
| ILLINOIS ST HSG DEV AUTH REVEN | UNSCREENED | 0.12% | no in-house ratios for this holding |
| VALE OVERSEAS LIMITED | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FISV FISERV INC | NON_COMPLIANT | 0.12% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| BLACK HILLS CORP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.12% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| GUARDIAN LIFE GLOB FUND | UNSCREENED | 0.12% | no in-house ratios for this holding |
| ESSENTIAL PROPERTIES LP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Morgan Stanley Capital I Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GEN LUX SARL/GEN USA INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AVIATION CAPITAL GROUP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| H HYATT HOTELS CORP | NON_COMPLIANT | 0.11% | AAOIFI30.0% Usmani32.3% Dow Jones Islamic31.2% S&P Shariah32.4% MSCI Islamic32.3% MSCI Islamic M-Series32.4% FTSE Shariah30.6% |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DTE DTE ENERGY CO | NON_COMPLIANT | 0.11% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| BPCE SA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AIG SUNAMER GLOB FIN X | UNSCREENED | 0.11% | no in-house ratios for this holding |
| BNS.TO BANK OF NOVA SCOTIA | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EQUITABLE AMERICA GLOBAL | UNSCREENED | 0.11% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BNP.PA BNP PARIBAS | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BPCE SA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| DINO HF SINCLAIR CORP | COMPLIANT | 0.11% | AAOIFI16.9% Usmani17.1% Dow Jones Islamic34.7% S&P Shariah34.5% MSCI Islamic16.6% MSCI Islamic M-Series34.5% FTSE Shariah14.6% |
| CF INDUSTRIES INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| TOLL BROS FINANCE CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| EMERA US FINANCE LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MEDLINE BORROWER/MEDL CO | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CNC CENTENE CORP | NON_COMPLIANT | 0.11% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| BANQUE FED CRED MUTUEL | UNSCREENED | 0.11% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.11% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ONEOK INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CBRE SERVICES INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SF STIFEL FINANCIAL CORP | NON_COMPLIANT | 0.11% | AAOIFI6.0% Usmani1.7% Dow Jones Islamic9.9% S&P Shariah11.2% MSCI Islamic1.7% MSCI Islamic M-Series11.2% FTSE Shariah1.7% |
| JLL JONES LANG LASALLE INC | NON_COMPLIANT | 0.11% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| ENEL FINANCE INTL NV | UNSCREENED | 0.11% | no in-house ratios for this holding |
| VRSK VERISK ANALYTICS INC | QUESTIONABLE | 0.11% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| ITC HOLDINGS CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.11% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| TRUSTAGE FINANCIAL GROUP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SHB-A.ST SVENSKA HANDELSBANKEN AB | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.11% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.11% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| AJG ARTHUR J GALLAGHER & CO | NON_COMPLIANT | 0.11% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| FLEX FLEX LTD | COMPLIANT | 0.11% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| HUM HUMANA INC | NON_COMPLIANT | 0.11% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| Morgan Stanley BAML Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CANADIAN IMPERIAL BANK | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.11% | no in-house ratios for this holding |
| TC PIPELINES LP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Bank | UNSCREENED | 0.11% | no in-house ratios for this holding |
| JPMDB Commercial Mortgage Secu | UNSCREENED | 0.11% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.11% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| VALE OVERSEAS LIMITED | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgag | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FIVE CORNERS FND TR III | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SPRINT CAPITAL CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| TOLL ROAD INV PART II | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CRBG COREBRIDGE FINANCIAL INC | NON_COMPLIANT | 0.10% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| SAMMONS FINANCIAL GROUP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.10% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| ILLINOIS ST HSG DEV AUTH REVEN | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Home Partners of America Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NATIONAL GRID USA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| OCCIDENTAL PETROLEUM COR | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Citigroup Commercial Mortgage | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ROP ROPER TECHNOLOGIES INC | NON_COMPLIANT | 0.10% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.10% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| BEACON POINT DC LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| TD TORONTO-DOMINION BANK | NON_COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EFN.TO ELEMENT FLEET MANAGEMENT | NON_COMPLIANT | 0.10% | AAOIFI129.7% Usmani69.7% Dow Jones Islamic— S&P Shariah— MSCI Islamic69.7% MSCI Islamic M-Series— FTSE Shariah69.7% |
| DANSKE.CO DANSKE BANK A/S | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CH ROBINSON WORLDWIDE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GCAT | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SYNCHRONY BANK | UNSCREENED | 0.10% | no in-house ratios for this holding |
| DTE DTE ENERGY CO | NON_COMPLIANT | 0.09% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| MACQUARIE AIRFINANCE HLD | UNSCREENED | 0.09% | no in-house ratios for this holding |
| SUMITOMO MITSUI FINL GRP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| GLENCORE FUNDING LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| CNO GLOBAL FUNDING | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ETR ENTERGY CORP | NON_COMPLIANT | 0.09% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.09% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| UNITED RENTALS NORTH AM | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ENGI.PA ENGIE SA | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| TEXAS ELECTRIC MKT STABL | UNSCREENED | 0.09% | no in-house ratios for this holding |
| SOUTH BOW USA INFRA HLDS | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.09% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| HXL HEXCEL CORP | COMPLIANT | 0.09% | AAOIFI13.9% Usmani35.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic35.1% MSCI Islamic M-Series0.0% FTSE Shariah35.1% |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ICON INVESTMENTS SIX DAC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AMGN AMGEN INC | COMPLIANT | 0.09% | AAOIFI24.9% Usmani59.9% Dow Jones Islamic33.6% S&P Shariah35.1% MSCI Islamic59.9% MSCI Islamic M-Series35.1% FTSE Shariah59.9% |
| SWED-A.ST SWEDBANK AB | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RELIANCE STAND LIFE II | UNSCREENED | 0.09% | no in-house ratios for this holding |
| A5G.IR AIB GROUP PLC | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FHLMC Multifamily Structured P | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| GLENCORE FUNDING LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BENCHMARK Mortgage Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AT&T REIGN II LB PTT | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ASHTEAD CAPITAL INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| WEIR.L WEIR GROUP INC | COMPLIANT | 0.09% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| WHISTLER PIPELINE LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| EMR EMERSON ELECTRIC CO | COMPLIANT | 0.09% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| PENSKE TRUCK LEASING/PTL | 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% |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BIRG.IR BANK OF IRELAND GROUP | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.08% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| NATIONAL GRID USA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| KITE REALTY GROUP LP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| COREBRIDGE GLOB FUNDING | UNSCREENED | 0.08% | no in-house ratios for this holding |
| DUQUESNE LIGHT HOLDINGS | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SANTANDER UK GROUP HLDGS | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.08% | 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 | 0.08% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| LPL HOLDINGS INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 4.0% of it passes Dow Jones Islamic, 3.5% 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 3.9% ratios fail on 18.0% 77.9% not rated under AAOIFI
ratios pass on 3.6% ratios fail on 15.0% 81.1% not rated under Usmani
ratios pass on 4.0% ratios fail on 17.2% 78.5% not rated under Dow Jones Islamic
ratios pass on 3.7% ratios fail on 17.3% 78.7% not rated under S&P Shariah
ratios pass on 3.5% ratios fail on 15.1% 81.1% not rated under MSCI Islamic
ratios pass on 3.7% ratios fail on 17.5% 78.5% not rated under MSCI Islamic M-Series
ratios pass on 4.0% ratios fail on 14.6% 81.1% not rated under FTSE Shariah
168 of 887 listed holdings carry our own per-methodology verdicts (22% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 132 (16% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| US TREASURY N/B | 4.49% |
| US TREASURY N/B | 4.36% |
| US TREASURY N/B | 3.83% |
| US TREASURY N/B | 3.40% |
| US TREASURY N/B | 2.50% |
| US TREASURY N/B | 2.34% |
| US TREASURY N/B | 2.27% |
| US TREASURY N/B | 2.21% |
| US TREASURY N/B | 2.12% |
| US TREASURY N/B | 1.85% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Baird Intermediate Bond Fund (BIMSX) 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 |
|---|---|---|
| US TREASURY N/Bnot matched to a ticker | 4.49% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 4.36% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 3.83% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 3.40% | Non-compliant |
| First American Government Oblinot matched to a ticker | 2.98% | Not screened |
| US TREASURY N/Bnot matched to a ticker | 2.50% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.34% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.27% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.21% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.12% | Non-compliant |
Top 10 of 887 holdings, 30.5% 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 BIMSX. 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) | 52.00 | NEUTRAL |
| Stochastic %K (14) | 77.78 | NEUTRAL |
| CCI (20) | 106.86 | SELL |
| Williams %R (14) | -22.22 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.66 | BUY |
| Momentum (10) | 0.07 | BUY |
| EMA (10) | 10.74 | BUY |
| SMA (10) | 10.74 | BUY |
| EMA (20) | 10.74 | BUY |
| SMA (20) | 10.72 | BUY |
| EMA (30) | 10.76 | BUY |
| SMA (30) | 10.74 | BUY |
| EMA (50) | 10.78 | SELL |
| SMA (50) | 10.80 | SELL |
| EMA (100) | 10.82 | SELL |
| SMA (100) | 10.84 | SELL |
| EMA (200) | 10.84 | SELL |
| SMA (200) | 10.86 | 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.