BM
BMSVXETF / FundMFS Blended Research Mid Cap Equity Fund
Verdicts genuinely change. Free email alert the moment BMSVX's does — no target price to set, unlike "Alert" above.
Could not fetch a live price for this symbol.
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.
Sharia status
NOT COMPLIANT
Screened by look-through to its filed holdings — 86% of portfolio weight covered
Fund look-through
MFS Blended Research Mid Cap Equity Fund · MFS Series Trust X
177 holdings
NON-COMPLIANT 49.63% of portfolio weight is in non-compliant holdings, over the 5% threshold.
177 holdings, 154 matched (86% of weight). Portfolio as of 2026-08-31, filed 2026-10-27. Source: SEC Form N-PORT.
3.63% of this portfolio’s income is non-permissible — weighted across holdings, computed over 77% of portfolio weight (139 of 177 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.
35.3% compliant 1.1% questionable 49.6% non-compliant 13.8% unscreened
All holdings (177)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NTRS Northern Trust Corp. | NON_COMPLIANT | 1.85% | AAOIFI12.6% Usmani2.1% Dow Jones Islamic15.2% S&P Shariah17.3% MSCI Islamic2.1% MSCI Islamic M-Series17.3% FTSE Shariah2.1% |
| AMP Ameriprise Financial, Inc. | NON_COMPLIANT | 1.79% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DXCM Dexcom, Inc. | COMPLIANT | 1.75% | AAOIFI4.1% Usmani21.7% Dow Jones Islamic4.7% S&P Shariah4.0% MSCI Islamic20.9% MSCI Islamic M-Series4.0% FTSE Shariah19.3% |
| HUM Humana, Inc. | NON_COMPLIANT | 1.72% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| Aramark | UNSCREENED | 1.69% | no in-house ratios for this holding |
| VLO Valero Energy Corp. | COMPLIANT | 1.68% | AAOIFI10.3% Usmani14.1% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic14.1% MSCI Islamic M-Series18.0% FTSE Shariah14.1% |
| WAB Westinghouse Air Brake Technologies Corp. | COMPLIANT | 1.67% | AAOIFI13.3% Usmani28.4% Dow Jones Islamic17.8% S&P Shariah20.1% MSCI Islamic28.4% MSCI Islamic M-Series20.1% FTSE Shariah28.4% |
| OKTA Okta, Inc. | COMPLIANT | 1.66% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| ILMN Illumina, Inc. | COMPLIANT | 1.63% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| BPOP Popular, Inc. | NON_COMPLIANT | 1.60% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FLEX Flex Ltd. | COMPLIANT | 1.49% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| FTI TechnipFMC plc | COMPLIANT | 1.46% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| IQV IQVIA Holdings, Inc. | NON_COMPLIANT | 1.40% | AAOIFI36.7% Usmani55.2% Dow Jones Islamic47.8% S&P Shariah44.8% MSCI Islamic54.4% MSCI Islamic M-Series44.8% FTSE Shariah53.4% |
| TER Teradyne, Inc. | COMPLIANT | 1.38% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| EG Everest Group Ltd. | NON_COMPLIANT | 1.37% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VIK Viking Holdings Ltd. | NON_COMPLIANT | 1.37% | AAOIFI14.6% Usmani46.3% Dow Jones Islamic19.5% S&P Shariah21.5% MSCI Islamic46.3% MSCI Islamic M-Series21.5% FTSE Shariah46.3% |
| AGCO Corp. | UNSCREENED | 1.32% | no in-house ratios for this holding |
| EQH Equitable Holdings, Inc. | NON_COMPLIANT | 1.27% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| PSX Phillips 66 | NON_COMPLIANT | 1.21% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| SYF Synchrony Financial | NON_COMPLIANT | 1.20% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| TKO TKO Group Holdings, Inc. | NON_COMPLIANT | 1.20% | AAOIFI12.7% Usmani30.5% Dow Jones Islamic14.3% S&P Shariah17.0% MSCI Islamic28.8% MSCI Islamic M-Series17.0% FTSE Shariah28.5% |
| HPE Hewlett Packard Enterprise Co. | NON_COMPLIANT | 1.19% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| DDOG Datadog, Inc. | NON_COMPLIANT | 1.19% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| AME AMETEK, Inc. | COMPLIANT | 1.18% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| PCG PG&E Corp. | NON_COMPLIANT | 1.18% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| NVST Envista Holdings Corp. | NON_COMPLIANT | 1.16% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| EXE Expand Energy Corp. | COMPLIANT | 1.16% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| EIX Edison International | NON_COMPLIANT | 1.15% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| MAS Masco Corp. | COMPLIANT | 1.15% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| STZ Constellation Brands, Inc. | NON_COMPLIANT | 1.11% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| MFS Institutional Money Market Portfolio | UNSCREENED | 1.10% | no in-house ratios for this holding |
| Highwoods Properties, Inc. | UNSCREENED | 1.09% | no in-house ratios for this holding |
| MHK Mohawk Industries, Inc. | NON_COMPLIANT | 1.07% | AAOIFI32.7% Usmani17.1% Dow Jones Islamic31.8% S&P Shariah31.8% MSCI Islamic17.1% MSCI Islamic M-Series31.8% FTSE Shariah13.9% |
| CW Curtiss-Wright Corp. | NON_COMPLIANT | 1.05% | AAOIFI5.7% Usmani21.1% Dow Jones Islamic5.9% S&P Shariah7.1% MSCI Islamic21.1% MSCI Islamic M-Series7.1% FTSE Shariah17.5% |
| CIEN Ciena Corp. | COMPLIANT | 1.04% | AAOIFI6.7% Usmani41.1% Dow Jones Islamic10.4% S&P Shariah14.0% MSCI Islamic41.0% MSCI Islamic M-Series14.0% FTSE Shariah40.4% |
| BIIB Biogen, Inc. | COMPLIANT | 1.03% | AAOIFI21.2% Usmani22.5% Dow Jones Islamic27.5% S&P Shariah24.3% MSCI Islamic22.5% MSCI Islamic M-Series24.3% FTSE Shariah21.3% |
| DG Dollar General Corp. | NON_COMPLIANT | 1.03% | AAOIFI55.9% Usmani49.0% Dow Jones Islamic69.2% S&P Shariah65.1% MSCI Islamic49.0% MSCI Islamic M-Series65.1% FTSE Shariah14.2% |
| TNET TriNet Group, Inc. | NON_COMPLIANT | 1.01% | AAOIFI30.0% Usmani28.4% Dow Jones Islamic29.3% S&P Shariah23.6% MSCI Islamic28.4% MSCI Islamic M-Series23.6% FTSE Shariah26.8% |
| LDOS Leidos Holdings, Inc. | NON_COMPLIANT | 0.97% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| Avient Corp. | UNSCREENED | 0.96% | no in-house ratios for this holding |
| TXT Textron, Inc. | NON_COMPLIANT | 0.90% | AAOIFI3.1% Usmani2.2% Dow Jones Islamic2.8% S&P Shariah2.7% MSCI Islamic2.2% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| ADSK Autodesk, Inc. | COMPLIANT | 0.90% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| Portland General Electric Co. | UNSCREENED | 0.89% | no in-house ratios for this holding |
| Texas Capital Bancshares, Inc. | UNSCREENED | 0.88% | no in-house ratios for this holding |
| FERG Ferguson Enterprises, Inc. | UNRATED | 0.86% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| HIG Hartford Insurance Group, Inc. (The) | NON_COMPLIANT | 0.86% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| GDDY GoDaddy, Inc. | NON_COMPLIANT | 0.85% | AAOIFI32.7% Usmani48.0% Dow Jones Islamic19.7% S&P Shariah20.9% MSCI Islamic48.0% MSCI Islamic M-Series20.9% FTSE Shariah47.2% |
| VRSK Verisk Analytics, Inc. | QUESTIONABLE | 0.84% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| EPRT Essential Properties Realty Trust, Inc. | NON_COMPLIANT | 0.84% | AAOIFI45.0% Usmani39.1% Dow Jones Islamic49.1% S&P Shariah55.6% MSCI Islamic39.1% MSCI Islamic M-Series55.6% FTSE Shariah39.1% |
| WP Carey, Inc. | UNSCREENED | 0.84% | no in-house ratios for this holding |
| O'Reilly Automotive, Inc. | UNSCREENED | 0.82% | no in-house ratios for this holding |
| SNOW Snowflake, Inc. | COMPLIANT | 0.82% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| VOYA Voya Financial, Inc. | NON_COMPLIANT | 0.81% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| JLL Jones Lang LaSalle, Inc. | NON_COMPLIANT | 0.81% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| Brunswick Corp. | UNSCREENED | 0.80% | no in-house ratios for this holding |
| EMN Eastman Chemical Co. | NON_COMPLIANT | 0.80% | AAOIFI64.1% Usmani33.8% Dow Jones Islamic60.0% S&P Shariah58.0% MSCI Islamic33.8% MSCI Islamic M-Series58.0% FTSE Shariah33.8% |
| J Jacobs Solutions, Inc. | COMPLIANT | 0.79% | AAOIFI23.7% Usmani34.5% Dow Jones Islamic24.8% S&P Shariah24.5% MSCI Islamic34.5% MSCI Islamic M-Series24.5% FTSE Shariah30.5% |
| CNC Centene Corp. | NON_COMPLIANT | 0.78% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| ROST Ross Stores, Inc. | COMPLIANT | 0.74% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| RPM RPM International, Inc. | COMPLIANT | 0.74% | AAOIFI21.9% Usmani35.3% Dow Jones Islamic20.5% S&P Shariah21.0% MSCI Islamic35.3% MSCI Islamic M-Series21.0% FTSE Shariah30.4% |
| BWX Technologies, Inc. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| ZM Zoom Communications, Inc. | COMPLIANT | 0.73% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.4% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| RJF Raymond James Financial, Inc. | NON_COMPLIANT | 0.72% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| MYRG MYR Group, Inc. | COMPLIANT | 0.72% | AAOIFI1.5% Usmani4.0% Dow Jones Islamic1.9% S&P Shariah2.1% MSCI Islamic3.9% MSCI Islamic M-Series2.1% FTSE Shariah0.6% |
| CUZ Cousins Properties, Inc. | NON_COMPLIANT | 0.71% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| UHS Universal Health Services, Inc. | NON_COMPLIANT | 0.69% | AAOIFI52.8% Usmani33.0% Dow Jones Islamic45.9% S&P Shariah48.2% MSCI Islamic33.0% MSCI Islamic M-Series48.2% FTSE Shariah30.4% |
| ZBRA Zebra Technologies Corp. | COMPLIANT | 0.69% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| ECHO EchoStar Corp. | NON_COMPLIANT | 0.68% | AAOIFI70.1% Usmani44.9% Dow Jones Islamic89.9% S&P Shariah120.2% MSCI Islamic44.6% MSCI Islamic M-Series120.2% FTSE Shariah44.2% |
| CBRE CBRE Group, Inc. | COMPLIANT | 0.65% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| ALB Albemarle Corp. | COMPLIANT | 0.61% | AAOIFI13.1% Usmani13.2% Dow Jones Islamic15.4% S&P Shariah15.0% MSCI Islamic12.6% MSCI Islamic M-Series15.0% FTSE Shariah11.8% |
| Etsy, Inc. | UNSCREENED | 0.61% | no in-house ratios for this holding |
| NWL Newell Brands, Inc. | NON_COMPLIANT | 0.61% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| OMC Omnicom Group, Inc. | NON_COMPLIANT | 0.59% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| NVT nVent Electric plc | COMPLIANT | 0.59% | AAOIFI6.2% Usmani22.8% Dow Jones Islamic10.2% S&P Shariah11.5% MSCI Islamic22.8% MSCI Islamic M-Series11.5% FTSE Shariah20.9% |
| DBX Dropbox, Inc. | NON_COMPLIANT | 0.58% | AAOIFI5.2% Usmani23.9% Dow Jones Islamic6.1% S&P Shariah6.3% MSCI Islamic13.8% MSCI Islamic M-Series6.3% FTSE Shariah0.0% |
| AR Antero Resources Corp. | NON_COMPLIANT | 0.57% | AAOIFI37.8% Usmani30.3% Dow Jones Islamic42.6% S&P Shariah46.0% MSCI Islamic30.3% MSCI Islamic M-Series46.0% FTSE Shariah17.2% |
| LNC Lincoln National Corp. | NON_COMPLIANT | 0.56% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| AMKR Amkor Technology, Inc. | COMPLIANT | 0.52% | AAOIFI12.6% Usmani19.6% Dow Jones Islamic16.4% S&P Shariah17.6% MSCI Islamic18.0% MSCI Islamic M-Series17.6% FTSE Shariah17.2% |
| AU Anglogold Ashanti plc | COMPLIANT | 0.50% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ATO Atmos Energy Corp. | NON_COMPLIANT | 0.50% | AAOIFI36.8% Usmani32.5% Dow Jones Islamic39.5% S&P Shariah44.7% MSCI Islamic32.5% MSCI Islamic M-Series44.7% FTSE Shariah32.5% |
| TXRH Texas Roadhouse, Inc. | NON_COMPLIANT | 0.50% | AAOIFI10.0% Usmani29.6% Dow Jones Islamic9.4% S&P Shariah10.0% MSCI Islamic29.6% MSCI Islamic M-Series10.0% FTSE Shariah1.4% |
| USFD US Foods Holding Corp. | NON_COMPLIANT | 0.49% | AAOIFI24.0% Usmani36.5% Dow Jones Islamic28.8% S&P Shariah32.1% MSCI Islamic36.5% MSCI Islamic M-Series32.1% FTSE Shariah36.5% |
| VST Vistra Corp. | NON_COMPLIANT | 0.49% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| STT State Street Corp. | NON_COMPLIANT | 0.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ACI Albertsons Cos., Inc. | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JB Hunt Transport Services, Inc. | UNSCREENED | 0.47% | no in-house ratios for this holding |
| TLN Talen Energy Corp. | NON_COMPLIANT | 0.41% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| FLS Flowserve Corp. | COMPLIANT | 0.41% | AAOIFI23.8% Usmani36.7% Dow Jones Islamic28.9% S&P Shariah32.3% MSCI Islamic36.7% MSCI Islamic M-Series32.3% FTSE Shariah33.8% |
| INCY Incyte Corp. | COMPLIANT | 0.40% | AAOIFI0.1% Usmani0.7% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| CRUS Cirrus Logic, Inc. | COMPLIANT | 0.40% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TPC Tutor Perini Corp. | COMPLIANT | 0.40% | AAOIFI10.0% Usmani8.7% Dow Jones Islamic16.4% S&P Shariah21.9% MSCI Islamic8.7% MSCI Islamic M-Series21.9% FTSE Shariah7.4% |
| AXS Axis Capital Holdings Ltd. | NON_COMPLIANT | 0.40% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MPWR Monolithic Power Systems, Inc. | COMPLIANT | 0.40% | AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SKYW SkyWest, Inc. | NON_COMPLIANT | 0.39% | AAOIFI62.0% Usmani32.2% Dow Jones Islamic59.8% S&P Shariah68.4% MSCI Islamic32.2% MSCI Islamic M-Series68.4% FTSE Shariah31.0% |
| Lamar Advertising Co. | UNSCREENED | 0.39% | no in-house ratios for this holding |
| EXEL Exelixis, Inc. | COMPLIANT | 0.37% | AAOIFI1.2% Usmani6.7% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic6.7% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| BANC Banc of California, Inc. | NON_COMPLIANT | 0.37% | AAOIFI224.2% Usmani19.2% Dow Jones Islamic267.0% S&P Shariah317.7% MSCI Islamic19.2% MSCI Islamic M-Series317.7% FTSE Shariah19.2% |
| APTV Aptiv plc | NON_COMPLIANT | 0.35% | AAOIFI60.4% Usmani31.6% Dow Jones Islamic39.4% S&P Shariah34.0% MSCI Islamic31.6% MSCI Islamic M-Series34.0% FTSE Shariah29.8% |
| INGR Ingredion, Inc. | COMPLIANT | 0.34% | AAOIFI28.1% Usmani22.1% Dow Jones Islamic23.4% S&P Shariah24.2% MSCI Islamic22.1% MSCI Islamic M-Series24.2% FTSE Shariah22.1% |
| CHRD Chord Energy Corp. | COMPLIANT | 0.31% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| CBOE Cboe Global Markets, Inc. | NON_COMPLIANT | 0.29% | AAOIFI4.9% Usmani14.9% Dow Jones Islamic6.2% S&P Shariah6.8% MSCI Islamic14.9% MSCI Islamic M-Series6.8% FTSE Shariah13.6% |
| CTRE CareTrust REIT, Inc. | NON_COMPLIANT | 0.29% | AAOIFI14.0% Usmani20.3% Dow Jones Islamic17.7% S&P Shariah21.9% MSCI Islamic20.3% MSCI Islamic M-Series21.9% FTSE Shariah20.3% |
| PII Polaris, Inc. | NON_COMPLIANT | 0.29% | AAOIFI47.5% Usmani31.8% Dow Jones Islamic52.1% S&P Shariah45.9% MSCI Islamic31.7% MSCI Islamic M-Series45.9% FTSE Shariah29.5% |
| Constellium SE | UNSCREENED | 0.28% | no in-house ratios for this holding |
| PEGA Pegasystems, Inc. | COMPLIANT | 0.28% | AAOIFI1.2% Usmani5.2% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic5.2% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| MDB MongoDB, Inc. | COMPLIANT | 0.28% | AAOIFI0.1% Usmani1.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| ALLE Allegion plc | COMPLIANT | 0.27% | AAOIFI17.0% Usmani41.5% Dow Jones Islamic17.5% S&P Shariah18.7% MSCI Islamic41.5% MSCI Islamic M-Series18.7% FTSE Shariah37.9% |
| Ryman Hospitality Properties, Inc. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| AEE Ameren Corp. | NON_COMPLIANT | 0.26% | AAOIFI71.5% Usmani40.2% Dow Jones Islamic76.5% S&P Shariah85.2% MSCI Islamic40.2% MSCI Islamic M-Series85.2% FTSE Shariah40.2% |
| MTB M&T Bank Corp. | NON_COMPLIANT | 0.25% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| PNR Pentair plc | COMPLIANT | 0.24% | AAOIFI19.0% Usmani25.1% Dow Jones Islamic11.6% S&P Shariah12.5% MSCI Islamic25.1% MSCI Islamic M-Series12.5% FTSE Shariah23.2% |
| VGNT Versigent plc | NON_COMPLIANT | 0.24% | AAOIFI75.4% Usmani48.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic45.2% MSCI Islamic M-Series— FTSE Shariah41.5% |
| UAL United Airlines Holdings, Inc. | NON_COMPLIANT | 0.24% | AAOIFI93.1% Usmani39.8% Dow Jones Islamic109.0% S&P Shariah132.3% MSCI Islamic39.8% MSCI Islamic M-Series132.3% FTSE Shariah31.3% |
| AEIS Advanced Energy Industries, Inc. | COMPLIANT | 0.23% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| NFG National Fuel Gas Co. | NON_COMPLIANT | 0.21% | AAOIFI44.7% Usmani34.1% Dow Jones Islamic50.5% S&P Shariah57.4% MSCI Islamic34.1% MSCI Islamic M-Series57.4% FTSE Shariah34.1% |
| CRL Charles River Laboratories International, Inc. | COMPLIANT | 0.21% | AAOIFI21.2% Usmani40.3% Dow Jones Islamic33.1% S&P Shariah30.9% MSCI Islamic40.3% MSCI Islamic M-Series30.9% FTSE Shariah34.9% |
| BOX Box, Inc. | COMPLIANT | 0.21% | AAOIFI11.2% Usmani37.4% Dow Jones Islamic12.1% S&P Shariah12.6% MSCI Islamic37.4% MSCI Islamic M-Series12.6% FTSE Shariah32.2% |
| UGI Corp. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ALGN Align Technology, Inc. | COMPLIANT | 0.18% | AAOIFI1.1% Usmani1.9% Dow Jones Islamic1.0% S&P Shariah0.8% MSCI Islamic1.9% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| MTH Meritage Homes Corp. | NON_COMPLIANT | 0.18% | AAOIFI15.2% Usmani7.6% Dow Jones Islamic11.7% S&P Shariah11.1% MSCI Islamic7.6% MSCI Islamic M-Series11.1% FTSE Shariah7.6% |
| FIX Comfort Systems USA, Inc. | COMPLIANT | 0.18% | AAOIFI0.6% Usmani4.4% Dow Jones Islamic1.2% S&P Shariah1.5% MSCI Islamic4.4% MSCI Islamic M-Series1.5% FTSE Shariah0.6% |
| CTSH Cognizant Technology Solutions Corp. | COMPLIANT | 0.18% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| UMBF UMB Financial Corp. | NON_COMPLIANT | 0.17% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| QTWO Q2 Holdings, Inc. | COMPLIANT | 0.16% | AAOIFI1.1% Usmani4.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic4.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| FROG JFrog Ltd. | COMPLIANT | 0.16% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| ARXS Arxis, Inc. | NON_COMPLIANT | 0.15% | AAOIFI8.3% Usmani25.5% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic25.5% MSCI Islamic M-Seriespass FTSE Shariah24.5% |
| TKR Timken Co. (The) | COMPLIANT | 0.15% | AAOIFI29.0% Usmani31.9% Dow Jones Islamic34.4% S&P Shariah35.9% MSCI Islamic31.9% MSCI Islamic M-Series35.9% FTSE Shariah30.0% |
| BBT Beacon Financial Corp. | NON_COMPLIANT | 0.15% | AAOIFI88.2% Usmani10.6% Dow Jones Islamic141.8% S&P Shariah167.3% MSCI Islamic10.6% MSCI Islamic M-Series167.3% FTSE Shariah10.6% |
| MSGE Madison Square Garden Entertainment Corp. | NON_COMPLIANT | 0.15% | AAOIFI32.1% Usmani60.7% Dow Jones Islamic50.6% S&P Shariah55.9% MSCI Islamic60.7% MSCI Islamic M-Series55.9% FTSE Shariah29.5% |
| BFH Bread Financial Holdings, Inc. | NON_COMPLIANT | 0.14% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| 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% |
| GTX Garrett Motion, Inc. | COMPLIANT | 0.13% | AAOIFI30.6% Usmani61.9% Dow Jones Islamic45.9% S&P Shariah52.7% MSCI Islamic61.9% MSCI Islamic M-Series52.7% FTSE Shariah59.7% |
| INIO Innio NV | COMPLIANT | 0.13% | AAOIFI18.2% Usmani47.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic47.2% MSCI Islamic M-Seriespass FTSE Shariah45.7% |
| Bath & Body Works, Inc. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| RDDT Reddit, Inc. | QUESTIONABLE | 0.12% | AAOIFI0.1% Usmani0.6% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.6% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| SSD Simpson Manufacturing Co., Inc. | COMPLIANT | 0.11% | AAOIFI5.7% Usmani13.4% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.4% MSCI Islamic M-Series5.8% FTSE Shariah9.8% |
| PR Permian Resources Corp. | COMPLIANT | 0.11% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| HLT Hilton Worldwide Holdings, Inc. | NON_COMPLIANT | 0.11% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| THG Hanover Insurance Group, Inc. (The) | NON_COMPLIANT | 0.10% | AAOIFI10.6% Usmani5.0% Dow Jones Islamic13.8% S&P Shariah15.3% MSCI Islamic5.0% MSCI Islamic M-Series15.3% FTSE Shariah5.0% |
| FORM FormFactor, Inc. | COMPLIANT | 0.10% | AAOIFI0.4% Usmani2.2% Dow Jones Islamic0.6% S&P Shariah0.7% MSCI Islamic2.2% MSCI Islamic M-Series0.7% FTSE Shariah0.9% |
| NYT New York Times Co. (The) | QUESTIONABLE | 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% |
| RNR RenaissanceRe Holdings Ltd. | NON_COMPLIANT | 0.10% | AAOIFI17.0% Usmani4.2% Dow Jones Islamic18.5% S&P Shariah19.2% MSCI Islamic4.2% MSCI Islamic M-Series19.2% FTSE Shariah4.2% |
| JM Smucker Co. (The) | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Teradata Corp. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AIZ Assurant, Inc. | 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% |
| ESTC Elastic NV | COMPLIANT | 0.08% | AAOIFI6.2% Usmani19.8% Dow Jones Islamic7.2% S&P Shariah6.7% MSCI Islamic19.8% MSCI Islamic M-Series6.7% FTSE Shariah19.0% |
| MLCMF Millicom International Cellular SA | NON_COMPLIANT | 0.08% | AAOIFI43.3% Usmani39.9% Dow Jones Islamic149.5% S&P Shariah184.8% MSCI Islamic39.9% MSCI Islamic M-Series184.8% FTSE Shariah39.9% |
| BILL BILL Holdings, Inc. | NON_COMPLIANT | 0.07% | AAOIFI45.5% Usmani18.6% Dow Jones Islamic36.1% S&P Shariah31.5% MSCI Islamic18.6% MSCI Islamic M-Series31.5% FTSE Shariah18.0% |
| IDXX IDEXX Laboratories, Inc. | COMPLIANT | 0.07% | AAOIFI1.4% Usmani16.8% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic16.8% MSCI Islamic M-Series1.3% FTSE Shariah13.1% |
| DIOD Diodes, Inc. | COMPLIANT | 0.07% | AAOIFI1.7% Usmani2.8% Dow Jones Islamic2.4% S&P Shariah2.3% MSCI Islamic2.8% MSCI Islamic M-Series2.3% FTSE Shariah0.9% |
| SWX Southwest Gas Holdings, Inc. | NON_COMPLIANT | 0.06% | AAOIFI55.0% Usmani33.5% Dow Jones Islamic62.9% S&P Shariah67.5% MSCI Islamic33.5% MSCI Islamic M-Series67.5% FTSE Shariah33.5% |
| NNN REIT, Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Apple Hospitality REIT, Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SSRM SSR Mining, Inc. | NON_COMPLIANT | 0.06% | AAOIFI0.9% Usmani1.6% Dow Jones Islamic1.8% S&P Shariah2.2% MSCI Islamic1.6% MSCI Islamic M-Series2.2% FTSE Shariah1.5% |
| TYL Tyler Technologies, Inc. | COMPLIANT | 0.06% | AAOIFI9.8% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.2% MSCI Islamic25.0% MSCI Islamic M-Series7.2% FTSE Shariah24.2% |
| PCTY Paylocity Holding Corp. | NON_COMPLIANT | 0.06% | AAOIFI1.6% Usmani2.7% Dow Jones Islamic1.5% S&P Shariah1.5% MSCI Islamic2.7% MSCI Islamic M-Series1.5% FTSE Shariah1.7% |
| NTRA Natera, Inc. | COMPLIANT | 0.06% | AAOIFI0.5% Usmani9.0% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic9.0% MSCI Islamic M-Series1.2% FTSE Shariah3.0% |
| MTSI MACOM Technology Solutions Holdings, Inc. | COMPLIANT | 0.06% | AAOIFI1.7% Usmani17.6% Dow Jones Islamic2.6% S&P Shariah3.1% MSCI Islamic16.2% MSCI Islamic M-Series3.1% FTSE Shariah15.9% |
| TEX Terex Corp. | NON_COMPLIANT | 0.06% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| BIO Bio-Rad Laboratories, Inc. | COMPLIANT | 0.05% | AAOIFI9.3% Usmani9.5% Dow Jones Islamic11.8% S&P Shariah11.6% MSCI Islamic9.5% MSCI Islamic M-Series11.6% FTSE Shariah7.8% |
| UE Urban Edge Properties | NON_COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Avantor, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| EFX Equifax, Inc. | NON_COMPLIANT | 0.05% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| JXN Jackson Financial, Inc. | NON_COMPLIANT | 0.05% | AAOIFI29.9% Usmani0.8% Dow Jones Islamic40.4% S&P Shariah46.2% MSCI Islamic0.8% MSCI Islamic M-Series46.2% FTSE Shariah0.8% |
| COLM Columbia Sportswear Co. | COMPLIANT | 0.05% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SITE SiteOne Landscape Supply, Inc. | COMPLIANT | 0.05% | AAOIFI22.8% Usmani32.8% Dow Jones Islamic17.3% S&P Shariah16.3% MSCI Islamic28.9% MSCI Islamic M-Series16.3% FTSE Shariah15.5% |
| SNX TD SYNNEX Corp. | COMPLIANT | 0.05% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| ACIW ACI Worldwide, Inc. | COMPLIANT | 0.05% | AAOIFI16.0% Usmani27.4% Dow Jones Islamic16.8% S&P Shariah18.8% MSCI Islamic27.4% MSCI Islamic M-Series18.8% FTSE Shariah26.6% |
| SR Spire, Inc. | NON_COMPLIANT | 0.05% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| EPR EPR Properties | NON_COMPLIANT | 0.05% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| OUT Outfront Media, Inc. | NON_COMPLIANT | 0.05% | AAOIFI81.0% Usmani78.4% Dow Jones Islamic116.5% S&P Shariah138.2% MSCI Islamic78.4% MSCI Islamic M-Series138.2% FTSE Shariah48.0% |
| CRC California Resources Corp. | COMPLIANT | 0.05% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| AVY Avery Dennison Corp. | COMPLIANT | 0.05% | AAOIFI27.4% Usmani39.9% Dow Jones Islamic27.3% S&P Shariah25.7% MSCI Islamic39.9% MSCI Islamic M-Series25.7% FTSE Shariah39.9% |
| EVRG Evergy, Inc. | NON_COMPLIANT | 0.04% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| ENS EnerSys | COMPLIANT | 0.04% | AAOIFI17.1% Usmani28.3% Dow Jones Islamic22.3% S&P Shariah24.2% MSCI Islamic28.2% MSCI Islamic M-Series24.2% FTSE Shariah26.3% |
| WMS Advanced Drainage Systems, Inc. | COMPLIANT | 0.04% | AAOIFI16.0% Usmani40.8% Dow Jones Islamic16.1% S&P Shariah15.7% MSCI Islamic37.4% MSCI Islamic M-Series15.7% FTSE Shariah35.8% |
| MDLN Medline, Inc. | NON_COMPLIANT | 0.04% | AAOIFI26.9% Usmani32.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.1% MSCI Islamic M-Seriespass FTSE Shariah32.0% |
The published standards disagree about this fund by 12 points of portfolio weight — 36.4% of it passes S&P Shariah, 24.6% 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 36.0% ratios fail on 37.3% 26.4% not rated under AAOIFI
ratios pass on 30.8% ratios fail on 42.4% 26.6% not rated under Usmani
ratios pass on 36.2% ratios fail on 37.4% 26.2% not rated under Dow Jones Islamic
ratios pass on 36.4% ratios fail on 37.2% 26.2% not rated under S&P Shariah
ratios pass on 24.6% ratios fail on 51.1% 24.2% not rated under MSCI Islamic
ratios pass on 36.4% ratios fail on 37.2% 26.2% not rated under MSCI Islamic M-Series
ratios pass on 34.7% ratios fail on 38.5% 26.6% not rated under FTSE Shariah
154 of 177 listed holdings carry our own per-methodology verdicts (86% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 149 (84% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| NTRS Northern Trust Corp. | 1.85% |
| AMP Ameriprise Financial, Inc. | 1.79% |
| HUM Humana, Inc. | 1.72% |
| BPOP Popular, Inc. | 1.60% |
| IQV IQVIA Holdings, Inc. | 1.40% |
| EG Everest Group Ltd. | 1.37% |
| VIK Viking Holdings Ltd. | 1.37% |
| EQH Equitable Holdings, Inc. | 1.27% |
| PSX Phillips 66 | 1.21% |
| SYF Synchrony Financial | 1.20% |
🕌Open research, not a fatwa — verify with your own scholar.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
SEPARATE FROM SHARIAH
No trade setup shown — a stock that isn't cleanly Sharia-compliant never gets a bullish verdict here.
MFS Blended Research Mid Cap Equity Fund (BMSVX) 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.
Screened on its holdings, not its name
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.
34.5%Compliant
1.1%Questionable
49.6%Non-compliant
13.8%Not screened
0.9%Screened, not rated
| Holding | Weight | Verdict |
|---|---|---|
| NTRSNorthern Trust Corp. | 1.85% | Non-compliant |
| AMPAmeriprise Financial, Inc. | 1.79% | Non-compliant |
| DXCMDexcom, Inc. | 1.75% | Compliant |
| HUMHumana, Inc. | 1.72% | Non-compliant |
| Aramarknot matched to a ticker | 1.69% | Not screened |
| VLOValero Energy Corp. | 1.68% | Compliant |
| WABWestinghouse Air Brake Technologies Corp. | 1.67% | Compliant |
| OKTAOkta, Inc. | 1.66% | Compliant |
| ILMNIllumina, Inc. | 1.63% | Compliant |
| BPOPPopular, Inc. | 1.60% | Non-compliant |
Top 10 of 177 holdings, 17.1% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- NTRSnon-compliant1.85%
- AMPnon-compliant1.79%
- HUMnon-compliant1.72%
- Aramarknot screened1.69%
- BPOPnon-compliant1.60%
- IQVnon-compliant1.40%
What changed, and when
Verdict history for BMSVX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for BMSVX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Support & Resistance
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
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.
7-day expected range
16.99
–
17.43
±1.31% from 17.21, made 2026-09-25 · resolves 2026-10-02
STRONG SELL
from 19 indicators
61.9% of our last
5789 forecasts — across every
instrument we forecast, not just this one — landed inside their
stated range, and
49.9% called the direction correctly.
Technical Summary
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.
STRONG BUY
19 indicators
OscillatorsBUY
3 buy · 2 neutral · 2 sell
Moving averagesSTRONG BUY
12 buy · 0 neutral · 0 sell
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 53.70 | NEUTRAL |
| Stochastic %K (14) | 93.75 | SELL |
| CCI (20) | 82.13 | NEUTRAL |
| Williams %R (14) | -6.25 | SELL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 0.17 | BUY |
| Momentum (10) | 0.03 | BUY |
| EMA (10) | 17.43 | BUY |
| SMA (10) | 17.39 | BUY |
| EMA (20) | 17.40 | BUY |
| SMA (20) | 17.37 | BUY |
| EMA (30) | 17.42 | BUY |
| SMA (30) | 17.34 | BUY |
| EMA (50) | 17.43 | BUY |
| SMA (50) | 17.50 | BUY |
| EMA (100) | 17.26 | BUY |
| SMA (100) | 17.51 | BUY |
| EMA (200) | 16.55 | BUY |
| SMA (200) | 16.60 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
No usable intraday or daily bars came back for this listing, so there is no structure to read.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.