BULIXETF / FundUtilities Fund
Verdicts genuinely change. Free email alert the moment BULIX'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.
Utilities Fund · American Century Quantitative Equity Funds, Inc.
37 holdings
NON-COMPLIANT 93.35% of portfolio weight is in non-compliant holdings, over the 5% threshold.
37 holdings, 33 matched (96% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
0.92% of this portfolio’s income is non-permissible — weighted across holdings, computed over 91% of portfolio weight (31 of 37 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.
3.0% compliant 0.0% questionable 93.4% non-compliant 3.6% unscreened
All holdings (37)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NEE NextEra Energy Inc | NON_COMPLIANT | 10.85% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| DUK Duke Energy Corp | NON_COMPLIANT | 7.57% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| SO Southern Co/The | NON_COMPLIANT | 4.57% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| VST Vistra Corp | NON_COMPLIANT | 4.51% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| EXC Exelon Corp | NON_COMPLIANT | 4.51% | AAOIFI109.9% Usmani42.1% Dow Jones Islamic115.7% S&P Shariah124.5% MSCI Islamic42.1% MSCI Islamic M-Series124.5% FTSE Shariah42.1% |
| PEG Public Service Enterprise Group Inc | NON_COMPLIANT | 4.03% | AAOIFI64.6% Usmani40.3% Dow Jones Islamic59.5% S&P Shariah64.4% MSCI Islamic40.3% MSCI Islamic M-Series64.4% FTSE Shariah40.1% |
| ED Consolidated Edison Inc | NON_COMPLIANT | 3.97% | AAOIFI65.9% Usmani35.2% Dow Jones Islamic73.6% S&P Shariah78.5% MSCI Islamic35.2% MSCI Islamic M-Series78.5% FTSE Shariah34.5% |
| DTE DTE Energy Co | NON_COMPLIANT | 3.65% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| EIX Edison International | NON_COMPLIANT | 3.47% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| D Dominion Energy Inc | NON_COMPLIANT | 3.37% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| PPL PPL Corp | NON_COMPLIANT | 3.27% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| FE FirstEnergy Corp | NON_COMPLIANT | 3.14% | AAOIFI101.8% Usmani48.1% Dow Jones Islamic111.3% S&P Shariah119.2% MSCI Islamic48.0% MSCI Islamic M-Series119.2% FTSE Shariah47.5% |
| ETR Entergy Corp | NON_COMPLIANT | 3.12% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| CEG Constellation Energy Corp | COMPLIANT | 3.01% | AAOIFI18.4% Usmani19.8% Dow Jones Islamic20.8% S&P Shariah24.7% MSCI Islamic19.8% MSCI Islamic M-Series24.7% FTSE Shariah19.8% |
| EVRG Evergy Inc | NON_COMPLIANT | 2.99% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| AEP American Electric Power Co Inc | NON_COMPLIANT | 2.69% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PCG PG&E Corp | NON_COMPLIANT | 2.69% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| PNW Pinnacle West Capital Corp | NON_COMPLIANT | 2.50% | AAOIFI132.7% Usmani48.2% Dow Jones Islamic147.1% S&P Shariah162.0% MSCI Islamic48.2% MSCI Islamic M-Series162.0% FTSE Shariah32.4% |
| AES AES Corp/The | NON_COMPLIANT | 2.25% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SRE Sempra | NON_COMPLIANT | 1.91% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| AEE Ameren Corp | NON_COMPLIANT | 1.90% | AAOIFI71.5% Usmani40.2% Dow Jones Islamic76.5% S&P Shariah85.2% MSCI Islamic40.2% MSCI Islamic M-Series85.2% FTSE Shariah40.2% |
| NRG NRG Energy Inc | NON_COMPLIANT | 1.79% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| CWT California Water Service Group | NON_COMPLIANT | 1.70% | AAOIFI47.6% Usmani24.7% Dow Jones Islamic53.9% S&P Shariah54.3% MSCI Islamic24.7% MSCI Islamic M-Series54.3% FTSE Shariah24.7% |
| ATO Atmos Energy Corp | NON_COMPLIANT | 1.70% | AAOIFI36.8% Usmani32.5% Dow Jones Islamic39.5% S&P Shariah44.7% MSCI Islamic32.5% MSCI Islamic M-Series44.7% FTSE Shariah32.5% |
| OGE OGE Energy Corp | NON_COMPLIANT | 1.67% | AAOIFI55.4% Usmani37.1% Dow Jones Islamic61.2% S&P Shariah67.4% MSCI Islamic37.1% MSCI Islamic M-Series67.4% FTSE Shariah37.1% |
| NWN Northwest Natural Holding Co | NON_COMPLIANT | 1.65% | AAOIFI124.6% Usmani40.1% Dow Jones Islamic146.2% S&P Shariah161.6% MSCI Islamic40.1% MSCI Islamic M-Series161.6% FTSE Shariah38.8% |
| NJR New Jersey Resources Corp | NON_COMPLIANT | 1.64% | AAOIFI66.4% Usmani45.0% Dow Jones Islamic74.8% S&P Shariah80.1% MSCI Islamic44.8% MSCI Islamic M-Series80.1% FTSE Shariah42.6% |
| Talen Energy Corp/Old | UNSCREENED | 1.62% | no in-house ratios for this holding |
| OGS ONE Gas Inc | NON_COMPLIANT | 1.58% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| Chesapeake Utilities Corp | UNSCREENED | 1.56% | no in-house ratios for this holding |
| CMS CMS Energy Corp | NON_COMPLIANT | 1.35% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| NI NiSource Inc | NON_COMPLIANT | 1.34% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| XEL Xcel Energy Inc | NON_COMPLIANT | 1.18% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| WEC WEC Energy Group Inc | NON_COMPLIANT | 0.58% | AAOIFI57.5% Usmani39.9% Dow Jones Islamic61.9% S&P Shariah68.5% MSCI Islamic39.1% MSCI Islamic M-Series68.5% FTSE Shariah39.1% |
| State Street Bank & Trust Co | UNSCREENED | 0.35% | no in-house ratios for this holding |
| ES Eversource Energy | NON_COMPLIANT | 0.21% | AAOIFI108.8% Usmani45.9% Dow Jones Islamic122.9% S&P Shariah132.3% MSCI Islamic45.9% MSCI Islamic M-Series132.3% FTSE Shariah45.9% |
| State Street Institutional US Government Money Market Fund | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 9 points of portfolio weight — 14.6% of it passes FTSE Shariah, 5.3% passes AAOIFI. 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 5.3% ratios fail on 91.1% 3.6% not rated under AAOIFI
ratios pass on 12.1% ratios fail on 84.2% 3.6% not rated under Usmani
ratios pass on 5.3% ratios fail on 91.1% 3.6% not rated under Dow Jones Islamic
ratios pass on 5.3% ratios fail on 91.1% 3.6% not rated under S&P Shariah
ratios pass on 12.1% ratios fail on 84.2% 3.6% not rated under MSCI Islamic
ratios pass on 5.3% ratios fail on 91.1% 3.6% not rated under MSCI Islamic M-Series
ratios pass on 14.6% ratios fail on 81.7% 3.6% not rated under FTSE Shariah
33 of 37 listed holdings carry our own per-methodology verdicts (96% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 31 (91% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| NEE NextEra Energy Inc | 10.85% |
| DUK Duke Energy Corp | 7.57% |
| SO Southern Co/The | 4.57% |
| VST Vistra Corp | 4.51% |
| EXC Exelon Corp | 4.51% |
| PEG Public Service Enterprise Group Inc | 4.03% |
| ED Consolidated Edison Inc | 3.97% |
| DTE DTE Energy Co | 3.65% |
| EIX Edison International | 3.47% |
| D Dominion Energy Inc | 3.37% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Utilities Fund (BULIX) 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 |
|---|---|---|
| NEENextEra Energy Inc | 10.85% | Non-compliant |
| DUKDuke Energy Corp | 7.57% | Non-compliant |
| SOSouthern Co/The | 4.57% | Non-compliant |
| VSTVistra Corp | 4.51% | Non-compliant |
| EXCExelon Corp | 4.51% | Non-compliant |
| PEGPublic Service Enterprise Group Inc | 4.03% | Non-compliant |
| EDConsolidated Edison Inc | 3.97% | Non-compliant |
| DTEDTE Energy Co | 3.65% | Non-compliant |
| EIXEdison International | 3.47% | Non-compliant |
| DDominion Energy Inc | 3.37% | Non-compliant |
Top 10 of 37 holdings, 50.5% 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.
- NEEnon-compliant10.85%
- DUKnon-compliant7.57%
- SOnon-compliant4.57%
- VSTnon-compliant4.51%
- EXCnon-compliant4.51%
- PEGnon-compliant4.03%
What changed, and when
Verdict history for BULIX. 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 BULIX 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 6 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
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) | 64.00 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 144.31 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.07 | BUY |
| ROC (10) | 2.28 | BUY |
| Momentum (10) | 0.42 | BUY |
| EMA (10) | 18.55 | BUY |
| SMA (10) | 18.52 | BUY |
| EMA (20) | 18.37 | BUY |
| SMA (20) | 18.31 | BUY |
| EMA (30) | 18.31 | BUY |
| SMA (30) | 18.01 | BUY |
| EMA (50) | 18.36 | BUY |
| SMA (50) | 18.18 | BUY |
| EMA (100) | 18.61 | BUY |
| SMA (100) | 18.82 | BUY |
| EMA (200) | 18.79 | BUY |
| SMA (200) | 19.14 | SELL |
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.