Verdicts genuinely change. Free email alert the moment CHI'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.
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
602 holdings · as of 2026-07-31 (2.4 months ago)
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 141% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 49.00% 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.
602 holdings, 222 matched (63% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
2.90% of this portfolio’s income is non-permissible — weighted across holdings, computed over 53% of portfolio weight (199 of 602 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 |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | COMPLIANT | 3.17% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| GOOG ALPHABET INC | QUESTIONABLE | 2.86% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| DLR DIGITAL REALTY TRUST LP | COMPLIANT | 2.63% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 2.54% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NET CLOUDFLARE INC | NON_COMPLIANT | 2.37% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| BA BOEING CO/THE | NON_COMPLIANT | 2.31% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| GOOG ALPHABET INC | QUESTIONABLE | 2.31% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| IREN IREN LTD | NON_COMPLIANT | 2.24% | AAOIFI48.9% Usmani49.6% Dow Jones Islamic83.7% S&P Shariah114.2% MSCI Islamic48.1% MSCI Islamic M-Series114.2% FTSE Shariah48.1% |
| BAC Bank of America Corp | NON_COMPLIANT | 2.24% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MCHP MICROCHIP TECHNOLOGY INC | COMPLIANT | 2.11% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| CYBERARK SOFTWARE LTD | UNSCREENED | 2.08% | no in-house ratios for this holding |
| LIVE NATION ENTERTAINMEN | UNSCREENED | 1.98% | no in-house ratios for this holding |
| CIPHER DIGITAL INC | UNSCREENED | 1.97% | no in-house ratios for this holding |
| DDOG DATADOG INC | NON_COMPLIANT | 1.96% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| SNOW SNOWFLAKE INC | COMPLIANT | 1.90% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| PPL PPL CORPORATION | NON_COMPLIANT | 1.88% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| MKSI MKS INC | COMPLIANT | 1.86% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| AKAM AKAMAI TECHNOLOGIES INC | NON_COMPLIANT | 1.86% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BWX TECHNOLOGIES INC | UNSCREENED | 1.85% | no in-house ratios for this holding |
| UBER UBER TECHNOLOGIES INC | COMPLIANT | 1.77% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 1.76% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| LITE LUMENTUM HOLDINGS INC | COMPLIANT | 1.76% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| UCTT ULTRA CLEAN HOLDINGS INC | COMPLIANT | 1.70% | AAOIFI23.7% Usmani40.5% Dow Jones Islamic38.9% S&P Shariah40.9% MSCI Islamic40.5% MSCI Islamic M-Series40.9% FTSE Shariah31.2% |
| CMS CMS ENERGY CORP | NON_COMPLIANT | 1.54% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| SO SOUTHERN CO | NON_COMPLIANT | 1.47% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| HP ENTERPRISE CO | UNSCREENED | 1.46% | no in-house ratios for this holding |
| BE BLOOM ENERGY CORP | COMPLIANT | 1.46% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WULF TERAWULF INC | NON_COMPLIANT | 1.45% | AAOIFI35.4% Usmani38.9% Dow Jones Islamic65.9% S&P Shariah91.8% MSCI Islamic38.9% MSCI Islamic M-Series91.8% FTSE Shariah38.6% |
| DASH DOORDASH INC | COMPLIANT | 1.39% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| BBIO BRIDGEBIO PHARMA INC | COMPLIANT | 1.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LYFT LYFT INC | NON_COMPLIANT | 1.31% | AAOIFI19.4% Usmani14.2% Dow Jones Islamic20.0% S&P Shariah20.8% MSCI Islamic13.5% MSCI Islamic M-Series20.8% FTSE Shariah11.5% |
| LIGAND PHARMACEUTICALS I | UNSCREENED | 1.27% | no in-house ratios for this holding |
| ETSY INC | UNSCREENED | 1.27% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 1.17% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| HOOD ROBINHOOD MARKETS INC | NON_COMPLIANT | 1.15% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic0.4% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| O REALTY INCOME CORP | NON_COMPLIANT | 1.13% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| GH GUARDANT HEALTH INC | COMPLIANT | 1.12% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| HALOZYME THERAPEUTICS IN | UNSCREENED | 1.09% | no in-house ratios for this holding |
| SWIFT HOLDINGS CORP | UNSCREENED | 1.08% | no in-house ratios for this holding |
| ONTO ONTO INNOVATION INC | UNRATED | 1.07% | AAOIFI11.2% Usmani39.8% Dow Jones Islamic16.3% S&P Shariah16.7% MSCI Islamic39.8% MSCI Islamic M-Series16.7% FTSE Shariah39.8% |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 1.05% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| AKAM AKAMAI TECHNOLOGIES INC | NON_COMPLIANT | 1.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RIVIAN AUTO INC | UNSCREENED | 0.97% | no in-house ratios for this holding |
| GALAXY DIGITAL HOLDIN LP | UNSCREENED | 0.94% | no in-house ratios for this holding |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 0.94% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| LEU CENTRUS ENERGY CORP | NON_COMPLIANT | 0.93% | AAOIFI33.9% Usmani46.5% Dow Jones Islamic50.7% S&P Shariah66.8% MSCI Islamic46.5% MSCI Islamic M-Series66.8% FTSE Shariah46.5% |
| AST SPACEMOBILE INC | UNSCREENED | 0.87% | no in-house ratios for this holding |
| IONIS PHARMACEUTICALS IN | UNSCREENED | 0.85% | no in-house ratios for this holding |
| MACOM TECH SOLUTIONS | UNSCREENED | 0.84% | no in-house ratios for this holding |
| VXX BARCLAYS BANK PLC | NON_COMPLIANT | 0.84% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STINGRAY COMPUTE | UNSCREENED | 0.81% | no in-house ratios for this holding |
| APLD COMPUTECO 3 LLC | UNSCREENED | 0.81% | no in-house ratios for this holding |
| SMCI SUPER MICRO COMPUTER INC | NON_COMPLIANT | 0.79% | AAOIFI17.4% Usmani15.3% Dow Jones Islamic20.6% S&P Shariah17.5% MSCI Islamic15.3% MSCI Islamic M-Series17.5% FTSE Shariah13.5% |
| MIR MIRION TECHNOLOGIES INC | COMPLIANT | 0.76% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| COREWEAVE INC | UNSCREENED | 0.73% | no in-house ratios for this holding |
| COREWEAVE INC | UNSCREENED | 0.71% | no in-house ratios for this holding |
| FLR FLUOR CORP | NON_COMPLIANT | 0.71% | AAOIFI15.0% Usmani14.2% Dow Jones Islamic14.5% S&P Shariah15.0% MSCI Islamic14.2% MSCI Islamic M-Series15.0% FTSE Shariah14.2% |
| AMKR AMKOR TECHNOLOGY INC | COMPLIANT | 0.70% | AAOIFI12.6% Usmani19.6% Dow Jones Islamic16.4% S&P Shariah17.6% MSCI Islamic18.0% MSCI Islamic M-Series17.6% FTSE Shariah17.2% |
| JAZZ INVESTMENTS I LTD | UNSCREENED | 0.69% | no in-house ratios for this holding |
| ALB ALBEMARLE CORP | COMPLIANT | 0.69% | AAOIFI13.1% Usmani13.2% Dow Jones Islamic15.4% S&P Shariah15.0% MSCI Islamic12.6% MSCI Islamic M-Series15.0% FTSE Shariah11.8% |
| NCL CORPORATION LTD | UNSCREENED | 0.68% | no in-house ratios for this holding |
| FWONA LIBERTY MEDIA CORP | NON_COMPLIANT | 0.66% | AAOIFI20.6% Usmani31.0% Dow Jones Islamic23.0% S&P Shariah25.2% MSCI Islamic31.0% MSCI Islamic M-Series25.2% FTSE Shariah31.0% |
| LBRT LIBERTY ENERGY INC | NON_COMPLIANT | 0.64% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| TVTX TRAVERE THERAPEUTICS INC | COMPLIANT | 0.64% | AAOIFI10.0% Usmani77.2% Dow Jones Islamic24.4% S&P Shariah32.6% MSCI Islamic77.2% MSCI Islamic M-Series32.6% FTSE Shariah75.4% |
| IMAX IMAX CORP | NON_COMPLIANT | 0.63% | AAOIFI8.8% Usmani26.6% Dow Jones Islamic13.6% S&P Shariah16.3% MSCI Islamic26.6% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| SMTC SEMTECH CORP | COMPLIANT | 0.61% | AAOIFI3.8% Usmani36.0% Dow Jones Islamic8.0% S&P Shariah10.6% MSCI Islamic36.0% MSCI Islamic M-Series10.6% FTSE Shariah34.2% |
| 6857.T ADVANTEST CORPORATION | COMPLIANT | 0.59% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| INDV INDIVIOR PHARMACEUTICALS | COMPLIANT | 0.59% | AAOIFI12.3% Usmani41.3% Dow Jones Islamic17.8% S&P Shariah18.8% MSCI Islamic41.3% MSCI Islamic M-Series18.8% FTSE Shariah39.5% |
| MIRM MIRUM PHARMACEUTICALS | COMPLIANT | 0.58% | AAOIFI11.6% Usmani73.0% Dow Jones Islamic20.3% S&P Shariah25.7% MSCI Islamic73.0% MSCI Islamic M-Series25.7% FTSE Shariah71.8% |
| SEAGATE HDD CAYMAN | UNSCREENED | 0.57% | no in-house ratios for this holding |
| WISDOMTREE INC | UNSCREENED | 0.56% | no in-house ratios for this holding |
| REVOLUTION MEDICINES INC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| SIRI SIRIUS XM HOLDINGS | NON_COMPLIANT | 0.53% | AAOIFI96.8% Usmani34.8% Dow Jones Islamic120.6% S&P Shariah95.9% MSCI Islamic34.8% MSCI Islamic M-Series95.9% FTSE Shariah34.8% |
| ADPT ADAPTIVE BIOTECHNOLOGIES | COMPLIANT | 0.53% | AAOIFI2.0% Usmani11.8% Dow Jones Islamic3.9% S&P Shariah5.1% MSCI Islamic11.8% MSCI Islamic M-Series5.1% FTSE Shariah0.0% |
| ARES ARES MANAGEMENT CORP | NON_COMPLIANT | 0.53% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KKR KKR & CO INC | NON_COMPLIANT | 0.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VSEC VSE CORP | COMPLIANT | 0.50% | AAOIFI19.0% Usmani23.3% Dow Jones Islamic28.8% S&P Shariah37.2% MSCI Islamic23.3% MSCI Islamic M-Series37.2% FTSE Shariah21.5% |
| JBTM JBT MAREL CORP | COMPLIANT | 0.50% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| PENG PENGUIN SOLUTIONS INC | COMPLIANT | 0.49% | AAOIFI19.1% Usmani22.9% Dow Jones Islamic35.9% S&P Shariah38.9% MSCI Islamic22.9% MSCI Islamic M-Series38.9% FTSE Shariah20.2% |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 0.47% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 0.47% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| SOLARIS ENERGY INFRASTRU | UNSCREENED | 0.46% | no in-house ratios for this holding |
| RGEN REPLIGEN CORP | COMPLIANT | 0.46% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| PUMP PROPETRO HOLDING CORP | NON_COMPLIANT | 0.45% | AAOIFI60.7% Usmani41.6% Dow Jones Islamic82.3% S&P Shariah84.4% MSCI Islamic41.5% MSCI Islamic M-Series84.4% FTSE Shariah38.7% |
| RIVIAN AUTO INC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| MP MP MATERIALS CORP | NON_COMPLIANT | 0.37% | AAOIFI9.8% Usmani25.6% Dow Jones Islamic12.3% S&P Shariah15.7% MSCI Islamic25.6% MSCI Islamic M-Series15.7% FTSE Shariah25.1% |
| LNTH LANTHEUS HOLDINGS INC | COMPLIANT | 0.37% | AAOIFI1.9% Usmani5.2% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic5.2% MSCI Islamic M-Series2.3% FTSE Shariah2.9% |
| MERIT MEDICAL SYSTEMS IN | UNSCREENED | 0.37% | no in-house ratios for this holding |
| ARROWHEAD RESEARCH CORP | UNSCREENED | 0.35% | no in-house ratios for this holding |
| QXO QXO INC | NON_COMPLIANT | 0.35% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| CYTK CYTOKINETICS INC | NON_COMPLIANT | 0.33% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| BRKR BRUKER CORP | COMPLIANT | 0.33% | AAOIFI18.9% Usmani30.1% Dow Jones Islamic25.7% S&P Shariah22.6% MSCI Islamic30.1% MSCI Islamic M-Series22.6% FTSE Shariah30.1% |
| CLSK CLEANSPARK INC | NON_COMPLIANT | 0.31% | AAOIFI54.6% Usmani65.9% Dow Jones Islamic56.9% S&P Shariah61.3% MSCI Islamic65.9% MSCI Islamic M-Series61.3% FTSE Shariah65.9% |
| UUUU ENERGY FUELS INC | COMPLIANT | 0.31% | AAOIFI18.2% Usmani44.5% Dow Jones Islamic25.2% S&P Shariah31.5% MSCI Islamic44.5% MSCI Islamic M-Series31.5% FTSE Shariah44.2% |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.27% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| COGENT BIOSCIENCES INC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| LBRT LIBERTY ENERGY INC | NON_COMPLIANT | 0.22% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| BHC.TO Bausch Health Companies Inc | NON_COMPLIANT | 0.21% | AAOIFI979.7% Usmani83.7% Dow Jones Islamic625.0% S&P Shariah598.1% MSCI Islamic83.7% MSCI Islamic M-Series598.1% FTSE Shariah83.7% |
| Altice France SA | UNSCREENED | 0.21% | no in-house ratios for this holding |
| TransDigm Inc | UNSCREENED | 0.19% | no in-house ratios for this holding |
| TRUENOORD CAPITAL DAC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| AMNEAL PHARMACEUTICALS LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ORGANON & CO/ORGANON FOR | UNSCREENED | 0.18% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| BROADSTREET PARTNERS GRP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.17% | no in-house ratios for this holding |
| KEN GARFF AUTOMOTIVE LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LCID LUCID GROUP INC | NON_COMPLIANT | 0.16% | AAOIFI192.4% Usmani47.5% Dow Jones Islamic64.1% S&P Shariah54.9% MSCI Islamic46.1% MSCI Islamic M-Series54.9% FTSE Shariah42.3% |
| DISH DBS CORP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CASCADES INC/USA INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LIONS GATE CAPITAL HOL 1 | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CYPRIUM CORP/CYPRIUM HOL | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Connect Finco Sarl | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ADAMS HOMES INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ACHC ACADIA HEALTHCARE CO INC | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WULF TERAWULF INC | NON_COMPLIANT | 0.15% | AAOIFI35.4% Usmani38.9% Dow Jones Islamic65.9% S&P Shariah91.8% MSCI Islamic38.9% MSCI Islamic M-Series91.8% FTSE Shariah38.6% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.15% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| MEDLINE BORROWER LP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| INFINITY NATURAL RESOURC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BALDWIN INSUR GRP/FIN | UNSCREENED | 0.15% | no in-house ratios for this holding |
| TRANSOCEAN INTERNTNL LTD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| WBI OPERATING LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| RR DONNELLEY & SONS CO | UNSCREENED | 0.15% | no in-house ratios for this holding |
| VOYAGER SPACE HOLDINGS I | UNSCREENED | 0.14% | no in-house ratios for this holding |
| VIAV VIAVI SOLUTIONS INC | COMPLIANT | 0.14% | AAOIFI11.3% Usmani41.5% Dow Jones Islamic24.0% S&P Shariah29.9% MSCI Islamic41.5% MSCI Islamic M-Series29.9% FTSE Shariah40.0% |
| SUMMIT MIDSTREAM HOLDING | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NBR NABORS INDUSTRIES INC | NON_COMPLIANT | 0.14% | AAOIFI154.2% Usmani48.2% Dow Jones Islamic251.0% S&P Shariah247.4% MSCI Islamic48.2% MSCI Islamic M-Series247.4% FTSE Shariah48.0% |
| Star Parent Inc | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| VSNT Versant Media Group Inc | NON_COMPLIANT | 0.13% | AAOIFI58.2% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.2% MSCI Islamic M-Seriesfail FTSE Shariah23.2% |
| TTMI TTM TECHNOLOGIES INC | COMPLIANT | 0.13% | AAOIFI8.2% Usmani25.0% Dow Jones Islamic15.5% S&P Shariah20.8% MSCI Islamic24.6% MSCI Islamic M-Series20.8% FTSE Shariah22.0% |
| EMRLD Borrower LP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| DLX DELUXE CORP | NON_COMPLIANT | 0.13% | AAOIFI125.5% Usmani57.5% Dow Jones Islamic155.1% S&P Shariah163.4% MSCI Islamic54.6% MSCI Islamic M-Series163.4% FTSE Shariah52.8% |
| GOODYEAR TIRE & RUBBER | UNSCREENED | 0.13% | no in-house ratios for this holding |
| RFNA LP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SNEX STONEX GROUP INC | NON_COMPLIANT | 0.13% | AAOIFI21.7% Usmani3.4% Dow Jones Islamic34.4% S&P Shariah42.8% MSCI Islamic3.4% MSCI Islamic M-Series42.8% FTSE Shariah3.4% |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| PROVIDENT FDG/PFG FIN | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BFH BREAD FINANCIAL HLDGS | NON_COMPLIANT | 0.13% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| MCGRAW-HILL EDUCATION | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CS.TO CAPSTONE COPPER CORP | COMPLIANT | 0.12% | AAOIFI14.9% Usmani22.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic18.5% MSCI Islamic M-Seriespass FTSE Shariah18.5% |
| Boxer Parent Company Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MIDWEST GMNG BOR/MWG FIN | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FMC FMC CORP | NON_COMPLIANT | 0.12% | AAOIFI271.1% Usmani48.1% Dow Jones Islamic115.5% S&P Shariah91.6% MSCI Islamic48.1% MSCI Islamic M-Series91.6% FTSE Shariah46.8% |
| XRAY DENTSPLY SIRONA INC | NON_COMPLIANT | 0.12% | AAOIFI84.0% Usmani44.4% Dow Jones Islamic79.7% S&P Shariah58.9% MSCI Islamic44.4% MSCI Islamic M-Series58.9% FTSE Shariah42.7% |
| OLN OLIN CORP | NON_COMPLIANT | 0.12% | AAOIFI167.1% Usmani45.8% Dow Jones Islamic116.6% S&P Shariah89.2% MSCI Islamic45.8% MSCI Islamic M-Series89.2% FTSE Shariah40.7% |
| WOLF WOLFSPEED INC | NON_COMPLIANT | 0.12% | AAOIFI145.1% Usmani59.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.7% MSCI Islamic M-Seriesfail FTSE Shariah56.2% |
| KALU KAISER ALUMINUM CORP | NON_COMPLIANT | 0.12% | AAOIFI39.7% Usmani36.7% Dow Jones Islamic65.1% S&P Shariah72.6% MSCI Islamic36.6% MSCI Islamic M-Series72.6% FTSE Shariah35.7% |
| ET Energy Transfer LP | NON_COMPLIANT | 0.12% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| CLW CLEARWATER PAPER CORP | NON_COMPLIANT | 0.12% | AAOIFI120.0% Usmani26.3% Dow Jones Islamic111.6% S&P Shariah87.2% MSCI Islamic25.8% MSCI Islamic M-Series87.2% FTSE Shariah23.0% |
| API GROUP DE INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| UKG INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| LADDER CAP FIN LLLP/CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AAR ESCROW ISSUER LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SLGN SILGAN HOLDINGS INC | NON_COMPLIANT | 0.11% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| DirecTV Financing LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SIRIUS XM RADIO LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| BRIGHTSTAR LOT/BRIGHSTAR | UNSCREENED | 0.11% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Bausch & Lomb Corporation | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ENR ENERGIZER HOLDINGS INC | NON_COMPLIANT | 0.11% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| DVA DAVITA INC | NON_COMPLIANT | 0.11% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| EPC EDGEWELL PERSONAL CARE | NON_COMPLIANT | 0.11% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| THC TENET HEALTHCARE CORP | NON_COMPLIANT | 0.11% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| UNITED WHOLESALE MTGE LL | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ACCO ACCO BRANDS CORP | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KBR KBR INC | NON_COMPLIANT | 0.11% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.11% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| CENT CENTRAL GARDEN & PET CO | NON_COMPLIANT | 0.11% | AAOIFI60.7% Usmani37.2% Dow Jones Islamic61.0% S&P Shariah60.1% MSCI Islamic37.2% MSCI Islamic M-Series60.1% FTSE Shariah31.5% |
| DVA DAVITA INC | NON_COMPLIANT | 0.11% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| F FORD MOTOR COMPANY | NON_COMPLIANT | 0.11% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| SOUTH BOW CAN INFRA HOLD | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VOC ESCROW LTD | UNSCREENED | 0.10% | no in-house ratios for this holding |
| JW ALUMINUM CONT CAST CO | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Enterprise Products Partners LP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| iHeartCommunications Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| KNF KNIFE RIVER CORP | NON_COMPLIANT | 0.10% | AAOIFI47.9% Usmani39.9% Dow Jones Islamic34.9% S&P Shariah37.4% MSCI Islamic39.9% MSCI Islamic M-Series37.4% FTSE Shariah38.7% |
| STL HOLDING CO LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PAR PETROLEUM LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| HOWARD MIDSTREAM ENERGY | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| STONEPEAK NILE PARENT | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AZORRA FINANCE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| LINDBLAD EXPEDITIONS LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CDE COEUR MINING INC | COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.2% MSCI Islamic0.1% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| OII OCEANEERING INTL INC | NON_COMPLIANT | 0.10% | AAOIFI16.3% Usmani30.6% Dow Jones Islamic28.6% S&P Shariah30.5% MSCI Islamic30.6% MSCI Islamic M-Series30.5% FTSE Shariah18.2% |
| XHR LP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MAGNOLIA OIL GAS/MAG FIN | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CENX CENTURY ALUMINUM COMPANY | COMPLIANT | 0.10% | AAOIFI10.4% Usmani16.7% Dow Jones Islamic15.7% S&P Shariah19.8% MSCI Islamic16.7% MSCI Islamic M-Series19.8% FTSE Shariah16.7% |
| KEHE DIST/FIN / NEXTWAVE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WS WORTHINGTON STEEL INC | COMPLIANT | 0.10% | AAOIFI19.7% Usmani15.7% Dow Jones Islamic20.5% S&P Shariah21.1% MSCI Islamic15.4% MSCI Islamic M-Series21.1% FTSE Shariah11.4% |
| ALLEGIANT TRAVEL CO | UNSCREENED | 0.10% | no in-house ratios for this holding |
| WEATHERFORD INTERNATIONA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| QUIKRETE HOLDINGS INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ZBRA ZEBRA TECHNOLOGIES CORP | COMPLIANT | 0.10% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| SIX FLAGS/CAN WON/MILLEN | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PLAINS ALL AMERICAN PIPE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MTDR MATADOR RESOURCES CO | NON_COMPLIANT | 0.10% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| LIFE TIME INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AVIENT CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Jupiter Borrower Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ASCENT RESOURCES/ARU FIN | UNSCREENED | 0.10% | no in-house ratios for this holding |
| TALLGRASS NRG PRTNR/FIN | UNSCREENED | 0.10% | no in-house ratios for this holding |
| RIVERS ENTERPRISE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.10% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| ZF NA CAPITAL | UNSCREENED | 0.10% | no in-house ratios for this holding |
| RIVERS ENT BORROWER LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| DORM DORMAN PRODUCTS INC | COMPLIANT | 0.10% | AAOIFI13.6% Usmani21.1% Dow Jones Islamic13.6% S&P Shariah15.1% MSCI Islamic21.1% MSCI Islamic M-Series15.1% FTSE Shariah17.6% |
| TEX TEREX CORP | NON_COMPLIANT | 0.10% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.10% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| LEVEL 3 FINANCING INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Dragon Buyer, Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CENTURY COMMUNITIES | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PENN PENN ENTERTAINMENT INC | NON_COMPLIANT | 0.10% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| Windsor Holdings III LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SUN SUNOCO LP | NON_COMPLIANT | 0.10% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| STWD STARWOOD PROPERTY TRUST | NON_COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Mckesson Medical-Surgical Top Holdings Inc. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SIX FLAGS ENTERTAINME | UNSCREENED | 0.10% | no in-house ratios for this holding |
| DVA DAVITA INC | NON_COMPLIANT | 0.10% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| STONEBRIAR ABF LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Beach Acquisition Bidco LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Chamberlain Group Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VOYAGER PARENT LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| OPAL BIDCO SAS | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Blackfin Pipeline LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CENGAGE LEARNING INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| TEAM HEALTH HOLDINGS INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| American Axle and Manufacturing, Inc. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Weber-Stephen Products LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Quikrete Holdings Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Life Time Fitness Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Station Casinos LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SOLSTICE ADVANCED MATERI | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Padagis LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| JEFFERIES FIN LLC / JFIN | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NISSAN MOTOR ACCEPTANCE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UNITI GROUP/CSL CAPITAL | UNSCREENED | 0.10% | no in-house ratios for this holding |
| HA SUSTAINABLE INF CAP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CREDIT ACCEPTANC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PERFORMANCE FOOD GROUP I | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CNX CNX RESOURCES CORP | NON_COMPLIANT | 0.10% | AAOIFI42.4% Usmani26.0% Dow Jones Islamic47.9% S&P Shariah52.8% MSCI Islamic25.7% MSCI Islamic M-Series52.8% FTSE Shariah24.3% |
The published standards disagree about this fund by 17 points of portfolio weight — 33.4% of it passes AAOIFI, 16.0% 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 33.4% ratios fail on 38.2% 69.7% not rated under AAOIFI
ratios pass on 22.0% ratios fail on 43.5% 75.8% not rated under Usmani
ratios pass on 29.5% ratios fail on 41.3% 70.5% not rated under Dow Jones Islamic
ratios pass on 31.1% ratios fail on 40.5% 69.7% not rated under S&P Shariah
ratios pass on 16.0% ratios fail on 44.9% 80.4% not rated under MSCI Islamic
ratios pass on 28.3% ratios fail on 42.5% 70.5% not rated under MSCI Islamic M-Series
ratios pass on 27.8% ratios fail on 38.6% 74.9% not rated under FTSE Shariah
166 of 602 listed holdings carry our own per-methodology verdicts (90% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 155 (80% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) 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.
Computing the full ratio and business-activity breakdown for CHI — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
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) | 50.30 | NEUTRAL |
| Stochastic %K (14) | 59.35 | NEUTRAL |
| CCI (20) | 4.30 | NEUTRAL |
| Williams %R (14) | -40.65 | NEUTRAL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 0.67 | BUY |
| Momentum (10) | 0.08 | BUY |
| EMA (10) | 11.75 | BUY |
| SMA (10) | 11.59 | BUY |
| EMA (20) | 11.87 | BUY |
| SMA (20) | 11.85 | BUY |
| EMA (30) | 12.00 | SELL |
| SMA (30) | 12.04 | SELL |
| EMA (50) | 12.16 | SELL |
| SMA (50) | 12.37 | SELL |
| EMA (100) | 12.15 | SELL |
| SMA (100) | 12.45 | SELL |
| EMA (200) | 11.56 | BUY |
| SMA (200) | 11.66 | BUY |
Financial Services · Asset Management
Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated Ba or lower by Moody's or BB or lower by Standard & Poor's. The fund employs both fundamental and quantitative analysis with a focus on such factors as financial soundness, ability to make interest and dividend payments, earnings and cash-flow forecast, and quality of management to create its portfolio. Calamos Convertible Opportunities and Income Fund was formed on April 17, 2002 and is domiciled in the United States.
fundinvestor.calamos.com/ClosedEndFunds/CEFund.aspx?name=CHI ↗
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BULLISH | 42 |
| ⏰ 4H | NEUTRAL | 29 |
| 🕐 1H | BULLISH | 98 |
| ⏱ 15-Min | BULLISH | 130 |
| ⏲ 5-Min | BULLISH | 234 |
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
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.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-06 · Asset managers net 906615 (+2612)
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.