BTSMXETF / FundBoston Trust SMID Cap Fund
Verdicts genuinely change. Free email alert the moment BTSMX'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.
Boston Trust SMID Cap Fund · Boston Trust Walden Funds
75 holdings
NON-COMPLIANT 29.05% of portfolio weight is in non-compliant holdings, over the 5% threshold.
75 holdings, 66 matched (89% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
0.92% of this portfolio’s income is non-permissible — weighted across holdings, computed over 82% of portfolio weight (61 of 75 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.
56.9% compliant 2.8% questionable 29.0% non-compliant 11.3% unscreened
All holdings (75)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NTAP NETAPP INC | COMPLIANT | 2.09% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| SNA SNAP-ON INC | NON_COMPLIANT | 2.03% | AAOIFI6.5% Usmani15.0% Dow Jones Islamic7.3% S&P Shariah7.9% MSCI Islamic14.9% MSCI Islamic M-Series7.9% FTSE Shariah13.7% |
| CINF CINCINNATI FINANCIAL CORP | NON_COMPLIANT | 2.00% | AAOIFI3.0% Usmani1.8% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic1.8% MSCI Islamic M-Series3.7% FTSE Shariah1.8% |
| NDSN NORDSON CORP | COMPLIANT | 1.98% | AAOIFI9.1% Usmani27.3% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic27.0% MSCI Islamic M-Series11.8% FTSE Shariah25.9% |
| IEX IDEX CORP | COMPLIANT | 1.96% | AAOIFI11.3% Usmani27.2% Dow Jones Islamic13.0% S&P Shariah12.7% MSCI Islamic27.2% MSCI Islamic M-Series12.7% FTSE Shariah26.8% |
| MEDP MEDPACE HOLDINGS INC | COMPLIANT | 1.90% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariah— |
| FFIV F5 INC | COMPLIANT | 1.90% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| QLYS QUALYS INC | COMPLIANT | 1.86% | AAOIFI0.9% Usmani5.0% Dow Jones Islamic1.1% S&P Shariah1.0% MSCI Islamic5.0% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| SEIC SEI INVESTMENTS COMPANY | NON_COMPLIANT | 1.85% | AAOIFI0.2% Usmani1.1% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| AIT APPLIED INDUSTRIAL TECHNOLOGIES INC | COMPLIANT | 1.83% | AAOIFI4.2% Usmani16.7% Dow Jones Islamic5.0% S&P Shariah5.6% MSCI Islamic16.7% MSCI Islamic M-Series5.6% FTSE Shariah9.3% |
| WTS WATTS WATER TECHNOLOGIES INC | COMPLIANT | 1.79% | AAOIFI0.9% Usmani3.7% Dow Jones Islamic1.2% S&P Shariah1.4% MSCI Islamic3.7% MSCI Islamic M-Series1.4% FTSE Shariah3.7% |
| ALLE ALLEGION PLC | COMPLIANT | 1.75% | AAOIFI17.0% Usmani41.5% Dow Jones Islamic17.5% S&P Shariah18.7% MSCI Islamic41.5% MSCI Islamic M-Series18.7% FTSE Shariah37.9% |
| GMED GLOBUS MEDICAL INC | COMPLIANT | 1.75% | AAOIFI1.1% Usmani2.0% Dow Jones Islamic1.1% S&P Shariah1.2% MSCI Islamic2.0% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| ANTERO MIDSTREAM CORP | UNSCREENED | 1.73% | no in-house ratios for this holding |
| HUBB HUBBELL INC | COMPLIANT | 1.73% | AAOIFI11.2% Usmani32.5% Dow Jones Islamic11.8% S&P Shariah12.7% MSCI Islamic32.5% MSCI Islamic M-Series12.7% FTSE Shariah30.6% |
| LFUS LITTELFUSE INC | COMPLIANT | 1.72% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| JAZZ JAZZ PHARMACEUTICALS PLC | COMPLIANT | 1.72% | AAOIFI31.0% Usmani39.7% Dow Jones Islamic44.2% S&P Shariah48.5% MSCI Islamic39.7% MSCI Islamic M-Series48.5% FTSE Shariah39.3% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | COMPLIANT | 1.71% | AAOIFI2.3% Usmani11.0% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic11.0% MSCI Islamic M-Series3.2% FTSE Shariah0.0% |
| BJ BJ'S WHOLESALE CLUB HOLDINGS INC | QUESTIONABLE | 1.69% | AAOIFI20.9% Usmani34.7% Dow Jones Islamic21.6% S&P Shariah23.2% MSCI Islamic34.7% MSCI Islamic M-Series23.2% FTSE Shariah7.9% |
| JLL JONES LANG LASALLE INC | NON_COMPLIANT | 1.67% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC | COMPLIANT | 1.63% | AAOIFI21.2% Usmani40.3% Dow Jones Islamic33.1% S&P Shariah30.9% MSCI Islamic40.3% MSCI Islamic M-Series30.9% FTSE Shariah34.9% |
| ATR APTARGROUP INC | COMPLIANT | 1.59% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| BMI BADGER METER INC | COMPLIANT | 1.56% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VLTO VERALTO CORP | COMPLIANT | 1.53% | AAOIFI12.4% Usmani37.5% Dow Jones Islamic11.8% S&P Shariah12.2% MSCI Islamic37.5% MSCI Islamic M-Series12.2% FTSE Shariah34.8% |
| COMMERCE BANCSHARES INC (MO) | UNSCREENED | 1.53% | no in-house ratios for this holding |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 1.52% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| TXRH TEXAS ROADHOUSE INC | NON_COMPLIANT | 1.46% | AAOIFI10.0% Usmani29.6% Dow Jones Islamic9.4% S&P Shariah10.0% MSCI Islamic29.6% MSCI Islamic M-Series10.0% FTSE Shariah1.4% |
| RPM RPM INTERNATIONAL INC | COMPLIANT | 1.46% | AAOIFI21.9% Usmani35.3% Dow Jones Islamic20.5% S&P Shariah21.0% MSCI Islamic35.3% MSCI Islamic M-Series21.0% FTSE Shariah30.4% |
| SERVICE CORPORATION INTERNATIONAL | UNSCREENED | 1.45% | no in-house ratios for this holding |
| WTRG ESSENTIAL UTILITIES INC | NON_COMPLIANT | 1.44% | AAOIFI74.1% Usmani42.5% Dow Jones Islamic81.4% S&P Shariah84.9% MSCI Islamic42.5% MSCI Islamic M-Series84.9% FTSE Shariah42.4% |
| AFG AMERICAN FINANCIAL GROUP INC | NON_COMPLIANT | 1.43% | AAOIFI15.4% Usmani5.5% Dow Jones Islamic17.2% S&P Shariah18.2% MSCI Islamic5.5% MSCI Islamic M-Series18.2% FTSE Shariah5.5% |
| MTD METTLER-TOLEDO INTERNATIONAL INC | COMPLIANT | 1.41% | AAOIFI7.8% Usmani57.5% Dow Jones Islamic8.0% S&P Shariah7.9% MSCI Islamic57.5% MSCI Islamic M-Series7.9% FTSE Shariah57.5% |
| STE STERIS PLC | COMPLIANT | 1.41% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| DCI DONALDSON COMPANY INC | COMPLIANT | 1.40% | AAOIFI13.2% Usmani33.6% Dow Jones Islamic14.4% S&P Shariah15.1% MSCI Islamic33.6% MSCI Islamic M-Series15.1% FTSE Shariah32.1% |
| WSM WILLIAMS SONOMA INC | COMPLIANT | 1.39% | AAOIFI5.6% Usmani27.7% Dow Jones Islamic6.9% S&P Shariah7.7% MSCI Islamic27.7% MSCI Islamic M-Series7.7% FTSE Shariah0.0% |
| CFR CULLEN/FROST BANKERS INC | NON_COMPLIANT | 1.35% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DT DYNATRACE INC | COMPLIANT | 1.32% | AAOIFI1.1% Usmani3.9% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic3.9% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| MGY MAGNOLIA OIL & GAS CORP | COMPLIANT | 1.27% | AAOIFI6.5% Usmani13.2% Dow Jones Islamic9.0% S&P Shariah9.4% MSCI Islamic13.2% MSCI Islamic M-Series9.4% FTSE Shariah12.5% |
| BALL BALL CORP | NON_COMPLIANT | 1.26% | AAOIFI44.4% Usmani37.5% Dow Jones Islamic49.3% S&P Shariah46.1% MSCI Islamic37.5% MSCI Islamic M-Series46.1% FTSE Shariah35.7% |
| MAS MASCO CORP | COMPLIANT | 1.26% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| ACUITY INC | UNSCREENED | 1.25% | no in-house ratios for this holding |
| CHOICE HOTELS INTERNATIONAL INC | UNSCREENED | 1.22% | no in-house ratios for this holding |
| LECO LINCOLN ELECTRIC HOLDINGS INC | COMPLIANT | 1.22% | AAOIFI8.0% Usmani31.5% Dow Jones Islamic9.6% S&P Shariah9.9% MSCI Islamic31.5% MSCI Islamic M-Series9.9% FTSE Shariah30.2% |
| IBOC INTERNATIONAL BANCSHARES CORP | NON_COMPLIANT | 1.20% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CHE CHEMED CORP | COMPLIANT | 1.17% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| CBOE CBOE GLOBAL MARKETS INC | NON_COMPLIANT | 1.17% | AAOIFI4.9% Usmani14.9% Dow Jones Islamic6.2% S&P Shariah6.8% MSCI Islamic14.9% MSCI Islamic M-Series6.8% FTSE Shariah13.6% |
| CPT CAMDEN PROPERTY TRUST | NON_COMPLIANT | 1.15% | AAOIFI49.3% Usmani51.3% Dow Jones Islamic43.8% S&P Shariah45.2% MSCI Islamic51.3% MSCI Islamic M-Series45.2% FTSE Shariah51.3% |
| EWBC EAST WEST BANCORP INC | NON_COMPLIANT | 1.15% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| ZBH ZIMMER BIOMET HOLDINGS INC | NON_COMPLIANT | 1.15% | AAOIFI40.7% Usmani32.8% Dow Jones Islamic39.1% S&P Shariah36.3% MSCI Islamic32.8% MSCI Islamic M-Series36.3% FTSE Shariah32.8% |
| LAMAR ADVERTISING COMPANY | UNSCREENED | 1.14% | no in-house ratios for this holding |
| NYT NEW YORK TIMES COMPANY (THE) | QUESTIONABLE | 1.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LII LENNOX INTERNATIONAL INC | COMPLIANT | 1.10% | AAOIFI12.0% Usmani38.7% Dow Jones Islamic8.3% S&P Shariah8.8% MSCI Islamic37.1% MSCI Islamic M-Series8.8% FTSE Shariah27.1% |
| SPROUTS FARMERS MARKET INC | UNSCREENED | 1.09% | no in-house ratios for this holding |
| HALO HALOZYME THERAPEUTICS INC | COMPLIANT | 1.09% | AAOIFI17.2% Usmani83.3% Dow Jones Islamic27.4% S&P Shariah30.4% MSCI Islamic83.3% MSCI Islamic M-Series30.4% FTSE Shariah83.3% |
| CVCO CAVCO INDUSTRIES INC | COMPLIANT | 1.08% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| AVY AVERY DENNISON CORP | COMPLIANT | 1.06% | AAOIFI27.4% Usmani39.9% Dow Jones Islamic27.3% S&P Shariah25.7% MSCI Islamic39.9% MSCI Islamic M-Series25.7% FTSE Shariah39.9% |
| JKHY JACK HENRY & ASSOCIATES INC | COMPLIANT | 1.04% | AAOIFI1.1% Usmani4.1% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic4.1% MSCI Islamic M-Series1.1% FTSE Shariah2.9% |
| EVR EVERCORE INC | NON_COMPLIANT | 1.02% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| CUBE CUBESMART | NON_COMPLIANT | 1.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.98% | AAOIFI12.6% Usmani2.1% Dow Jones Islamic15.2% S&P Shariah17.3% MSCI Islamic2.1% MSCI Islamic M-Series17.3% FTSE Shariah2.1% |
| PAYC PAYCOM SOFTWARE INC | COMPLIANT | 0.98% | AAOIFI10.1% Usmani18.9% Dow Jones Islamic9.5% S&P Shariah9.3% MSCI Islamic18.9% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| NORTHERN INSTITUTIONAL FUNDS | UNSCREENED | 0.96% | no in-house ratios for this holding |
| GPC GENUINE PARTS COMPANY | NON_COMPLIANT | 0.95% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| TOPBUILD CORP | UNSCREENED | 0.90% | no in-house ratios for this holding |
| ATO ATMOS ENERGY CORP | NON_COMPLIANT | 0.88% | AAOIFI36.8% Usmani32.5% Dow Jones Islamic39.5% S&P Shariah44.7% MSCI Islamic32.5% MSCI Islamic M-Series44.7% FTSE Shariah32.5% |
| FDS FACTSET RESEARCH SYSTEMS INC | COMPLIANT | 0.87% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| STAG STAG INDUSTRIAL INC | NON_COMPLIANT | 0.84% | AAOIFI44.2% Usmani44.6% Dow Jones Islamic48.2% S&P Shariah49.6% MSCI Islamic44.6% MSCI Islamic M-Series49.6% FTSE Shariah44.6% |
| OGS ONE GAS INC | NON_COMPLIANT | 0.81% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| IDA IDACORP INC | NON_COMPLIANT | 0.81% | AAOIFI43.9% Usmani33.8% Dow Jones Islamic52.0% S&P Shariah58.2% MSCI Islamic33.7% MSCI Islamic M-Series58.2% FTSE Shariah33.7% |
| UFPT UFP TECHNOLOGIES INC | COMPLIANT | 0.78% | AAOIFI6.1% Usmani20.0% Dow Jones Islamic7.3% S&P Shariah7.6% MSCI Islamic20.0% MSCI Islamic M-Series7.6% FTSE Shariah17.2% |
| MTDR MATADOR RESOURCES COMPANY | NON_COMPLIANT | 0.76% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| WST WEST PHARMACEUTICAL SERVICES INC | COMPLIANT | 0.75% | AAOIFI1.3% Usmani7.8% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic7.7% MSCI Islamic M-Series1.4% FTSE Shariah5.0% |
| POWI POWER INTEGRATIONS INC | COMPLIANT | 0.73% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GDDY GODADDY INC | NON_COMPLIANT | 0.69% | AAOIFI32.7% Usmani48.0% Dow Jones Islamic19.7% S&P Shariah20.9% MSCI Islamic48.0% MSCI Islamic M-Series20.9% FTSE Shariah47.2% |
| ATEN A10 NETWORKS INC | COMPLIANT | 0.57% | AAOIFI12.7% Usmani33.4% Dow Jones Islamic15.5% S&P Shariah17.5% MSCI Islamic33.4% MSCI Islamic M-Series17.5% FTSE Shariah32.4% |
The published standards disagree about this fund by 31 points of portfolio weight — 65.4% of it passes AAOIFI, 33.9% 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 65.4% ratios fail on 18.9% 15.7% not rated under AAOIFI
ratios pass on 44.1% ratios fail on 32.8% 23.1% not rated under Usmani
ratios pass on 61.1% ratios fail on 19.8% 19.0% not rated under Dow Jones Islamic
ratios pass on 62.8% ratios fail on 18.2% 19.0% not rated under S&P Shariah
ratios pass on 33.9% ratios fail on 44.3% 21.7% not rated under MSCI Islamic
ratios pass on 62.8% ratios fail on 18.2% 19.0% not rated under MSCI Islamic M-Series
ratios pass on 48.0% ratios fail on 28.3% 23.6% not rated under FTSE Shariah
66 of 75 listed holdings carry our own per-methodology verdicts (89% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 63 (83% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SNA SNAP-ON INC | 2.03% |
| CINF CINCINNATI FINANCIAL CORP | 2.00% |
| SEIC SEI INVESTMENTS COMPANY | 1.85% |
| JLL JONES LANG LASALLE INC | 1.67% |
| TXRH TEXAS ROADHOUSE INC | 1.46% |
| WTRG ESSENTIAL UTILITIES INC | 1.44% |
| AFG AMERICAN FINANCIAL GROUP INC | 1.43% |
| CFR CULLEN/FROST BANKERS INC | 1.35% |
| BALL BALL CORP | 1.26% |
| IBOC INTERNATIONAL BANCSHARES CORP | 1.20% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Boston Trust SMID Cap Fund (BTSMX) 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.
| Holding | Weight | Verdict |
|---|---|---|
| NTAPNETAPP INC | 2.09% | Compliant |
| SNASNAP-ON INC | 2.03% | Non-compliant |
| CINFCINCINNATI FINANCIAL CORP | 2.00% | Non-compliant |
| NDSNNORDSON CORP | 1.98% | Compliant |
| IEXIDEX CORP | 1.96% | Compliant |
| MEDPMEDPACE HOLDINGS INC | 1.90% | Compliant |
| FFIVF5 INC | 1.90% | Compliant |
| QLYSQUALYS INC | 1.86% | Compliant |
| SEICSEI INVESTMENTS COMPANY | 1.85% | Non-compliant |
| AITAPPLIED INDUSTRIAL TECHNOLOGIES INC | 1.83% | Compliant |
Top 10 of 75 holdings, 19.4% 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.
- SNAnon-compliant2.03%
- CINFnon-compliant2.00%
- SEICnon-compliant1.85%
- ANTERO MIDSTREAM CORPnot screened1.73%
- BJquestionable1.69%
- JLLnon-compliant1.67%
What changed, and when
Verdict history for BTSMX. 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 BTSMX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 2 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.
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.
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 69.90 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 134.86 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.13 | BUY |
| ROC (10) | 3.75 | BUY |
| Momentum (10) | 1.02 | BUY |
| EMA (10) | 27.82 | BUY |
| SMA (10) | 27.75 | BUY |
| EMA (20) | 27.54 | BUY |
| SMA (20) | 27.35 | BUY |
| EMA (30) | 27.42 | BUY |
| SMA (30) | 27.17 | BUY |
| EMA (50) | 27.28 | BUY |
| SMA (50) | 27.32 | BUY |
| EMA (100) | 26.89 | BUY |
| SMA (100) | 27.00 | BUY |
| EMA (200) | 26.08 | BUY |
| SMA (200) | 25.98 | 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.
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.