Verdicts genuinely change. Free email alert the moment CDICX'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.
Calvert Short Duration Income Fund · Calvert Fund
455 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 109% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 55.04% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 52% turns out to be. Matching more holdings can only raise this share, never lower it.
33.90% 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.
455 holdings, 137 matched (52% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
10.57% of this portfolio’s income is non-permissible — weighted across holdings, computed over 11% of portfolio weight (46 of 455 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 |
|---|---|---|---|
| United States Treasury | NON_COMPLIANT | 4.07% | no in-house ratios for this holding |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 4.02% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| UMBS, TBA | NON_COMPLIANT | 3.78% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 3.77% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 3.31% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.95% | no in-house ratios for this holding |
| Eurex Deutschland | UNSCREENED | 1.69% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 1.58% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 1.24% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| NYKREDIT REALKREDIT A/S | UNSCREENED | 1.12% | no in-house ratios for this holding |
| RY ROYAL BANK OF CANADA | COMPLIANT | 1.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| United States Treasury | NON_COMPLIANT | 0.73% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.71% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.67% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.67% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.66% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.65% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.63% | no in-house ratios for this holding |
| Castlelake Aircraft Securitization Trust | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.52% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.51% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| DELTA AIR LINES/SKYMILES | UNSCREENED | 0.50% | no in-house ratios for this holding |
| NWG.L NATWEST GROUP PLC | NON_COMPLIANT | 0.50% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HCA INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| RDN RADIAN GROUP INC | NON_COMPLIANT | 0.49% | AAOIFI25.4% Usmani11.6% Dow Jones Islamic26.6% S&P Shariah27.5% MSCI Islamic11.6% MSCI Islamic M-Series27.5% FTSE Shariah11.6% |
| WILLIS NORTH AMERICA INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| CTR PARTNERSHIP/CARETRST | UNSCREENED | 0.48% | no in-house ratios for this holding |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Marlette Funding Trust | UNSCREENED | 0.46% | no in-house ratios for this holding |
| INTOWN Mortgage Trust | UNSCREENED | 0.46% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.45% | no in-house ratios for this holding |
| ORL TRUST | UNSCREENED | 0.45% | no in-house ratios for this holding |
| DNB.OL DNB BANK ASA | NON_COMPLIANT | 0.44% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.44% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| Diamond Issuer LLC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.42% | no in-house ratios for this holding |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JEF JEFFERIES FIN GROUP INC | NON_COMPLIANT | 0.39% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| SWED-A.ST SWEDBANK AB | NON_COMPLIANT | 0.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CI FINANCIAL CORP | UNSCREENED | 0.38% | no in-house ratios for this holding |
| EPR EPR PROPERTIES | NON_COMPLIANT | 0.38% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| ING ING GROEP NV | NON_COMPLIANT | 0.38% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.37% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| IFC.TO INTACT FINANCIAL CORP | NON_COMPLIANT | 0.37% | AAOIFI11.3% Usmani9.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic8.4% MSCI Islamic M-Seriesfail FTSE Shariah8.4% |
| BNP.PA BNP PARIBAS | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.37% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| BROOKFIELD ASSET MANAGEM | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Bourzou Issuer LLC, Jamshid Issuer LLC, Cristobal Issuer LLC & COPT DC-6 Issuer LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.36% | no in-house ratios for this holding |
| DataBank Issuer II, LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Banc of America Merrill Lynch Large Loan Inc | UNSCREENED | 0.35% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.34% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| CITADEL FINANCE LLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Loandepot GMSR Master Trust | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| BLACKSTONE PRIVATE CRE | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Vantage Data Centers LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| Tesla Lease Electric Vehicle Securitization LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| AC.TO AIR CANADA | NON_COMPLIANT | 0.33% | AAOIFI147.2% Usmani45.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic37.1% MSCI Islamic M-Seriesfail FTSE Shariah37.1% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.32% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| Great Wolf Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| VANTAGE DATA CENTERS GERMANY BORROWER LUX S.A R.L. | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Goddard Funding LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| BFLD Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NYO Commercial Mortgage Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.31% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Government National Mortgage Association | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Planet Fitness Master Issuer LLC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ESNT ESSENT GROUP LTD | NON_COMPLIANT | 0.31% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| Saluda Grade Alternative Mortgage Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| HA SUSTAINABLE INF CAP | UNSCREENED | 0.30% | no in-house ratios for this holding |
| BIIB BIOGEN INC | COMPLIANT | 0.30% | AAOIFI21.2% Usmani22.5% Dow Jones Islamic27.5% S&P Shariah24.3% MSCI Islamic22.5% MSCI Islamic M-Series24.3% FTSE Shariah21.3% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.30% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Provident Funding Mortgage Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Onslow Bay Financial LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.29% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| Freddie Mac | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| REALKREDIT DANMARK | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| BNY BANK OF NEW YORK MELLON | NON_COMPLIANT | 0.28% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| BX Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.28% | no in-house ratios for this holding |
| VIDEOTRON LTD | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Chase Mortgage Finance Corporation | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Retained Vantage Data Centers Issuer, LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| OneMain Financial Issuance Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Freddie Mac | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Horizon Aircraft Finance | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ENGI.PA ENGIE SA | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Willis Engine Securitization Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| NYC Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| U.S. Bank National Association | UNSCREENED | 0.26% | no in-house ratios for this holding |
| PFS Financing Corp. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| PINNACLE FINANCL PARTNRS | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ABN.AS ABN AMRO BANK NV | NON_COMPLIANT | 0.26% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.26% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.25% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| CANADIAN IMPERIAL BANK | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| Chase Auto Credit Linked Notes | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| FORTITUDE GROUP HOLDINGS | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CNC CENTENE CORP | NON_COMPLIANT | 0.24% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| Freddie Mac | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Hilton USA Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| INGRAM MICRO INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GSJP Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Servpro Master Issuer, LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Willis Engine Securitization Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Caister Finance | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.24% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| JP Morgan Chase Commercial Mortgage Sec Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| JEF JEFFERIES FIN GROUP INC | NON_COMPLIANT | 0.24% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| BBVA MEX BANCA GRUPO TX | UNSCREENED | 0.24% | no in-house ratios for this holding |
| HYT Commercial Mortgage Trust 2024-RGCY | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Mission Lane Credit Card Master Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| UK Logisitics | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Chase Mortgage Finance Corporation | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Apollo Aviation Securitization Equity Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Driven Brands Funding, LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| LIBERTY MUTUAL GROUP INC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| SOFI CONSUMER LOAN PROGRAM TRUST | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| EPR EPR PROPERTIES | NON_COMPLIANT | 0.22% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| Freddie Mac | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| SNX TD SYNNEX CORP | COMPLIANT | 0.22% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| A5G.IR AIB GROUP PLC | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Ally Bank Auto Credit-Linked Notes | UNSCREENED | 0.22% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.22% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| MRX MAREX GROUP PLC | NON_COMPLIANT | 0.22% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| Fannie Mae - CAS | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Seagate Data Storage Technology Pte Ltd | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ICON INVESTMENTS SIX DAC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Neighborly Issuer LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| NIAGARA MOHAWK POWER | UNSCREENED | 0.21% | no in-house ratios for this holding |
| UBER UBER TECHNOLOGIES INC | COMPLIANT | 0.21% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| Freddie Mac | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| DataBank Issuer LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Zekelman Industries Inc | UNSCREENED | 0.21% | no in-house ratios for this holding |
| TERRAFORM POWER OPERATIN | UNSCREENED | 0.21% | no in-house ratios for this holding |
| CRSNT Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Iskandar Enterprise LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Sunnova Sol Issuer,LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Sirius Logistics | UNSCREENED | 0.20% | no in-house ratios for this holding |
| HUB International Limited | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Sedgwick Claims Management Services Inc | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Banc of America Merrill Lynch Large Loan Inc | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ACT ENACT HOLDINGS INC | NON_COMPLIANT | 0.20% | AAOIFI11.0% Usmani10.7% Dow Jones Islamic13.6% S&P Shariah14.5% MSCI Islamic10.7% MSCI Islamic M-Series14.5% FTSE Shariah10.7% |
| Fannie Mae | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| XPLR INFRAST OPERATING | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Servpro Master Issuer, LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PENN Commercial Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| KEYBANK NATIONAL ASSN | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Calvert Ultra-Short Investment Grade Etf | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PRMI Securitization Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| Jazz Financing Lux Sarl | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Boca Commercial Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ROMANIA | UNSCREENED | 0.19% | no in-house ratios for this holding |
| SMYRNA READY MIX CONCRET | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| SFD SMITHFIELD FOODS INC | COMPLIANT | 0.19% | AAOIFI27.7% Usmani19.9% Dow Jones Islamic29.3% S&P Shariahpass MSCI Islamic19.9% MSCI Islamic M-Seriespass FTSE Shariah16.7% |
| Prime Security Services Borrower, LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Willowbrook Mall | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Truist Bank Auto Credit-Linked Notes | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Chase Mortgage Finance Corporation | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Theorem Funding Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SDR Commercial Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Pnmac Gmsr Issuer Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SUBWAY FUNDING LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Hawaii Hotel Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Freddie Mac | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Diamond Infrastructure Funding LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Tesla Sustainable Energy Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ServiceMaster Brands | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Ally Bank Auto Credit-Linked Notes | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Vivint Solar Financing LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| Charter NEX US Inc | UNSCREENED | 0.17% | no in-house ratios for this holding |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FORTITUDE GLOBAL FUNDING | UNSCREENED | 0.17% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| RCKT Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| HOLOGIC INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| TX Trust 24-HOU | UNSCREENED | 0.17% | no in-house ratios for this holding |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AMWINS GROUP INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GLOBAL ATLANTIC FIN CO | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| REWORLD HOLDING CORP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Pnmac Gmsr Issuer Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| HXL HEXCEL CORP | COMPLIANT | 0.16% | AAOIFI13.9% Usmani35.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic35.1% MSCI Islamic M-Series0.0% FTSE Shariah35.1% |
| ROCKETMTGE CO-ISSUER INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| NextGear Floorplan Master Owner Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| TYSN 2023-CRNR Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| MAPS Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| EquipmentShare | UNSCREENED | 0.16% | no in-house ratios for this holding |
| MAPLE PARENT HLDS CO | UNSCREENED | 0.16% | no in-house ratios for this holding |
| OPAL BIDCO SAS | UNSCREENED | 0.16% | no in-house ratios for this holding |
| GLOBAL ATLANTIC FIN CO | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Marlette Funding Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.15% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| AZORRA FINANCE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| LPL HOLDINGS INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Springcastle SPV | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| NLG GLOBAL FUNDING | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Helios Issuer VI, LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BANK OF NY MELLON CORP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FS Commerical Mortgage Trust 2023-4SZN | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.15% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| JDE PEET'S NV | UNSCREENED | 0.15% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 2.7% of it passes AAOIFI, 1.4% passes S&P Shariah. 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 2.7% ratios fail on 20.6% 85.8% not rated under AAOIFI
ratios pass on 1.7% ratios fail on 14.2% 93.2% not rated under Usmani
ratios pass on 2.4% ratios fail on 20.9% 85.8% not rated under Dow Jones Islamic
ratios pass on 1.4% ratios fail on 20.8% 86.9% not rated under S&P Shariah
ratios pass on 1.4% ratios fail on 14.5% 93.2% not rated under MSCI Islamic
ratios pass on 1.4% ratios fail on 21.9% 85.8% not rated under MSCI Islamic M-Series
ratios pass on 1.7% ratios fail on 14.2% 93.2% not rated under FTSE Shariah
50 of 455 listed holdings carry our own per-methodology verdicts (23% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 36 (19% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Calvert Short Duration Income Fund (CDICX) 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 |
|---|---|---|
| United States Treasurynot matched to a ticker | 4.07% | Non-compliant |
| MSMorgan Stanley & Co. LLC | 4.02% | Non-compliant |
| UMBS, TBAnot matched to a ticker | 3.78% | Non-compliant |
| United States Treasurynot matched to a ticker | 3.77% | Non-compliant |
| UMBS, TBAnot matched to a ticker · short | 3.31% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.95% | Non-compliant |
| Eurex Deutschlandnot matched to a ticker · short | 1.69% | Not screened |
| BACBANK OF AMERICA CORP | 1.58% | Non-compliant |
| JPMJPMORGAN CHASE & CO | 1.24% | Non-compliant |
| NYKREDIT REALKREDIT A/Snot matched to a ticker | 1.12% | Not screened |
Top 10 of 455 holdings, 27.5% 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 CDICX. 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) | 37.50 | NEUTRAL |
| Stochastic %K (14) | 60.00 | NEUTRAL |
| CCI (20) | -40.97 | NEUTRAL |
| Williams %R (14) | -40.00 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.13 | BUY |
| Momentum (10) | 0.02 | BUY |
| EMA (10) | 15.32 | SELL |
| SMA (10) | 15.31 | BUY |
| EMA (20) | 15.35 | SELL |
| SMA (20) | 15.34 | SELL |
| EMA (30) | 15.38 | SELL |
| SMA (30) | 15.39 | SELL |
| EMA (50) | 15.41 | SELL |
| SMA (50) | 15.45 | SELL |
| EMA (100) | 15.44 | SELL |
| SMA (100) | 15.46 | SELL |
| EMA (200) | 15.43 | SELL |
| SMA (200) | 15.46 | 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.