Verdicts genuinely change. Free email alert the moment CLREX'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.
Columbia Balanced Fund · COLUMBIA FUNDS SERIES TRUST I
1,030 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 29.43% of portfolio weight is in non-compliant holdings, over the 5% threshold.
12.21% 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.
1,030 holdings, 414 matched (78% of weight). Portfolio as of 2026-05-31, filed 2026-07-29. Source: SEC Form N-PORT.
1.07% of this portfolio’s income is non-permissible — weighted across holdings, computed over 59% of portfolio weight (234 of 1030 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.
34.8% compliant 14.1% questionable 28.8% non-compliant 22.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 5.35% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| COLUMBIA SHORT TERM CASH FUND | UNSCREENED | 4.16% | no in-house ratios for this holding |
| AAPL Apple Inc | COMPLIANT | 4.06% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MSFT Microsoft Corp | QUESTIONABLE | 3.89% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMZN Amazon.com Inc | QUESTIONABLE | 3.27% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| iShares Core MSCI EAFE ETF | UNSCREENED | 2.80% | no in-house ratios for this holding |
| GOOG Alphabet Inc | QUESTIONABLE | 2.18% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AVGO Broadcom Inc | COMPLIANT | 2.10% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| GOOG Alphabet Inc | QUESTIONABLE | 1.77% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| LLY Eli Lilly & Co | COMPLIANT | 1.41% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| TXN Texas Instruments Inc | COMPLIANT | 1.31% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| META Meta Platforms Inc | QUESTIONABLE | 1.18% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| BRK.B Berkshire Hathaway Inc | NON_COMPLIANT | 1.10% | no in-house ratios for this holding |
| MU Micron Technology Inc | COMPLIANT | 1.09% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| TEL TE Connectivity PLC | COMPLIANT | 1.09% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| HON Honeywell International Inc | NON_COMPLIANT | 1.06% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| V Visa Inc | COMPLIANT | 1.04% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| EBAY eBay Inc | COMPLIANT | 0.93% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| MS Morgan Stanley | NON_COMPLIANT | 0.92% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| DELL Dell Technologies Inc | COMPLIANT | 0.92% | AAOIFI10.2% Usmani27.7% Dow Jones Islamic30.9% S&P Shariah36.3% MSCI Islamic27.7% MSCI Islamic M-Series36.3% FTSE Shariah27.1% |
| UMBS, TBA | NON_COMPLIANT | 0.88% | no in-house ratios for this holding |
| NFLX Netflix Inc | QUESTIONABLE | 0.84% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| AMAT Applied Materials Inc | COMPLIANT | 0.84% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| CVX Chevron Corp | COMPLIANT | 0.82% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.77% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| ETN Eaton Corp PLC | COMPLIANT | 0.76% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| BA Boeing Co/The | NON_COMPLIANT | 0.75% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| VRTX Vertex Pharmaceuticals Inc | COMPLIANT | 0.75% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| ORCL Oracle Corp | NON_COMPLIANT | 0.72% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MRVL Marvell Technology Inc | COMPLIANT | 0.70% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| EQIX Equinix Inc | COMPLIANT | 0.70% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| Freddie Mac | NON_COMPLIANT | 0.68% | no in-house ratios for this holding |
| LRCX Lam Research Corp | COMPLIANT | 0.67% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| WMT Walmart Inc | QUESTIONABLE | 0.66% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| DTE DTE Energy Co | NON_COMPLIANT | 0.65% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.62% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| PANW Palo Alto Networks Inc | COMPLIANT | 0.61% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 0.57% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| XYZ Block Inc | NON_COMPLIANT | 0.55% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| ABBV AbbVie Inc | COMPLIANT | 0.53% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| MA Mastercard Inc | COMPLIANT | 0.53% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| TSLA Tesla Inc | COMPLIANT | 0.53% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| DIS Walt Disney Co/The | NON_COMPLIANT | 0.51% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| SBUX Starbucks Corp | COMPLIANT | 0.50% | AAOIFI19.3% Usmani79.3% Dow Jones Islamic21.4% S&P Shariah22.1% MSCI Islamic79.3% MSCI Islamic M-Series22.1% FTSE Shariah46.9% |
| TMO Thermo Fisher Scientific Inc | COMPLIANT | 0.50% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| Freddie Mac | NON_COMPLIANT | 0.50% | no in-house ratios for this holding |
| COP ConocoPhillips | COMPLIANT | 0.49% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| AON Aon PLC | NON_COMPLIANT | 0.47% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| VZ Verizon Communications Inc | NON_COMPLIANT | 0.45% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| OKTA Okta Inc | COMPLIANT | 0.45% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| UMBS, TBA | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| EOG EOG Resources Inc | COMPLIANT | 0.43% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| CARR Carrier Global Corp | COMPLIANT | 0.43% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| Freddie Mac | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| DHR Danaher Corp | COMPLIANT | 0.41% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| DASH DoorDash Inc | COMPLIANT | 0.41% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| SPGI S&P Global Inc | COMPLIANT | 0.40% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| GEV GE Vernova Inc | COMPLIANT | 0.39% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| Home Partners of America Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| SNPS Synopsys Inc | COMPLIANT | 0.37% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| Fannie Mae | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| CI Cigna Group/The | NON_COMPLIANT | 0.37% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 0.37% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| IFF International Flavors & Fragrances Inc | NON_COMPLIANT | 0.36% | AAOIFI26.5% Usmani23.0% Dow Jones Islamic29.7% S&P Shariah29.3% MSCI Islamic23.0% MSCI Islamic M-Series29.3% FTSE Shariah22.7% |
| PHM PulteGroup Inc | COMPLIANT | 0.35% | AAOIFI0.2% Usmani0.2% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.2% MSCI Islamic M-Series0.2% FTSE Shariah0.2% |
| United States Treasury | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| PEP PepsiCo Inc | COMPLIANT | 0.33% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| Fannie Mae | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| J Jacobs Solutions Inc | COMPLIANT | 0.33% | AAOIFI23.7% Usmani34.5% Dow Jones Islamic24.8% S&P Shariah24.5% MSCI Islamic34.5% MSCI Islamic M-Series24.5% FTSE Shariah30.5% |
| SWK Stanley Black & Decker Inc | NON_COMPLIANT | 0.33% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| Fannie Mae | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.32% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Fannie Mae | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| PEG Public Service Enterprise Group Inc | NON_COMPLIANT | 0.31% | AAOIFI64.6% Usmani40.3% Dow Jones Islamic59.5% S&P Shariah64.4% MSCI Islamic40.3% MSCI Islamic M-Series64.4% FTSE Shariah40.1% |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 0.31% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| WM Waste Management Inc | COMPLIANT | 0.31% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| TTWO Take-Two Interactive Software Inc | QUESTIONABLE | 0.31% | AAOIFI7.4% Usmani32.6% Dow Jones Islamic7.5% S&P Shariah8.5% MSCI Islamic32.6% MSCI Islamic M-Series8.5% FTSE Shariah27.9% |
| UMBS, TBA | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.31% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BLK Blackrock Inc | NON_COMPLIANT | 0.31% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| SYK Stryker Corp | COMPLIANT | 0.30% | AAOIFI14.6% Usmani32.2% Dow Jones Islamic11.3% S&P Shariah11.8% MSCI Islamic32.2% MSCI Islamic M-Series11.8% FTSE Shariah31.2% |
| UMBS, TBA | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| RTX RTX Corp | NON_COMPLIANT | 0.27% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| TPR Tapestry Inc | COMPLIANT | 0.26% | AAOIFI16.9% Usmani59.3% Dow Jones Islamic18.9% S&P Shariah23.7% MSCI Islamic59.3% MSCI Islamic M-Series23.7% FTSE Shariah35.8% |
| PCAR PACCAR Inc | NON_COMPLIANT | 0.26% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Fannie Mae | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.25% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| ISRG Intuitive Surgical Inc | COMPLIANT | 0.25% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| COLT Funding LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.25% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| IQV IQVIA Holdings Inc | NON_COMPLIANT | 0.24% | AAOIFI36.7% Usmani55.2% Dow Jones Islamic47.8% S&P Shariah44.8% MSCI Islamic54.4% MSCI Islamic M-Series44.8% FTSE Shariah53.4% |
| FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION | NON_COMPLIANT | 0.24% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| Fannie Mae | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Achieve Mortgage | UNSCREENED | 0.23% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION | NON_COMPLIANT | 0.22% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| INTU Intuit Inc | COMPLIANT | 0.22% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| OneMain Financial Issuance Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| BSX Boston Scientific Corp | COMPLIANT | 0.21% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| FREDDIE MAC FHLMC_5462 | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.20% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.20% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| LHX L3HARRIS TECH INC | NON_COMPLIANT | 0.19% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| Basswood Park CLO Ltd | UNSCREENED | 0.19% | no in-house ratios for this holding |
| WAT Waters Corp | COMPLIANT | 0.19% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| Freddie Mac | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BACARDI LTD | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Carlyle Global Market Strategies | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Insmed Inc | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CRM Salesforce Inc | COMPLIANT | 0.18% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION | NON_COMPLIANT | 0.18% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| JP Morgan Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| A&D MTG TR ADMT_24-NQM2 | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| RTX RTX CORP | NON_COMPLIANT | 0.17% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| Verus Securitization Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GoldenTree Loan Management US CLO1, LTD | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CIM Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| COLLEGE AVE STUDENT LOANS LLC CASL_24-A | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION | NON_COMPLIANT | 0.17% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| Government National Mortgage Association | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Madison Park Funding Ltd | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GoldenTree Loan Management US CLO19, LTD | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Oak Hill Credit Partners | UNSCREENED | 0.16% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| GM General Motors | NON_COMPLIANT | 0.16% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Preston Ridge Partners Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Oak Hill Credit Partners | UNSCREENED | 0.15% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.15% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| Verus Securitization Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Preston Ridge Partners Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Morgan Stanley BAML Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| GEHC GE HEALTHCARE TECH INC | NON_COMPLIANT | 0.13% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| A&D Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| New York Mortgage Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.12% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| APID_12-11A | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| TIME WARNER CABLE LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-10 | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Spruce Hill Mortgage Loan Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_24-87 | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Greensky Home Improvement Issuer Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| RCO Mortgage LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.10% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| BP CAP MARKETS AMERICA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.10% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Verizon Master Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Madison Park Funding Ltd | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Vista Point Securitization Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MPOWER Education Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NOC NORTHROP GRUMMAN CORP | NON_COMPLIANT | 0.09% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| DXCM Dexcom Inc | COMPLIANT | 0.09% | AAOIFI4.1% Usmani21.7% Dow Jones Islamic4.7% S&P Shariah4.0% MSCI Islamic20.9% MSCI Islamic M-Series4.0% FTSE Shariah19.3% |
| COLT Funding LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Legacy Mortgage Asset Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Affirm Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PRKCM_21-AFC2 TRUST | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 0.09% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| UMBS, TBA | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.09% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| GOLDENTREE LOAN MANAGEMENT US CLO LTD GLM_21-10A | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.09% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| KRAFT HEINZ FOODS CO | UNSCREENED | 0.09% | no in-house ratios for this holding |
| EDGEX Issuer Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| VISTA POINT SECURITIZATION TRUST VSTA_25-CES2 | UNSCREENED | 0.09% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CHNGE Mortgage Trust 2022-1 | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Home Owner Mortgage Enhanced Securuties Limited | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.08% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| HEIA.AS HEINEKEN NV | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COLT Funding LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Bain Capital Credit CLO, Limited | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| RTX RTX CORP | NON_COMPLIANT | 0.08% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.08% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Government National Mortgage Association | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| Ajax Mortgage Loan Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Home Owner Mortgage Enhanced Securuties Limited | UNSCREENED | 0.08% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.08% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.07% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| Pagaya Point of Sale Holdings Grantor Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| GITSIT Mortgage Loan Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.07% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ABT ABBOTT LABORATORIES | COMPLIANT | 0.07% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| MRK MERCK & CO INC | COMPLIANT | 0.07% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| Fannie Mae - CAS | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| GE General Electric Co | NON_COMPLIANT | 0.07% | AAOIFI6.1% Usmani16.1% Dow Jones Islamic7.4% S&P Shariah8.6% MSCI Islamic16.1% MSCI Islamic M-Series8.6% FTSE Shariah15.3% |
| GCAT | UNSCREENED | 0.07% | no in-house ratios for this holding |
| OHIO EDISON CO | UNSCREENED | 0.07% | no in-house ratios for this holding |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.07% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.07% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| PRKCM Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| JOHN DEERE CAPITAL CORP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.07% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| CPB CAMPBELLS COMPANY/THE | NON_COMPLIANT | 0.07% | AAOIFI123.5% Usmani48.1% Dow Jones Islamic84.1% S&P Shariah75.7% MSCI Islamic47.6% MSCI Islamic M-Series75.7% FTSE Shariah45.6% |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.07% | no in-house ratios for this holding |
| One New York Plaza Trust 2020-1NYP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| GoodLeap Home Improvement Solutions Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 15 points of portfolio weight — 52.1% of it passes Dow Jones Islamic, 36.7% 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 51.1% ratios fail on 12.6% 38.5% not rated under AAOIFI
ratios pass on 43.1% ratios fail on 16.3% 42.8% not rated under Usmani
ratios pass on 52.1% ratios fail on 11.2% 38.9% not rated under Dow Jones Islamic
ratios pass on 50.3% ratios fail on 12.6% 39.2% not rated under S&P Shariah
ratios pass on 36.7% ratios fail on 19.8% 45.8% not rated under MSCI Islamic
ratios pass on 50.3% ratios fail on 13.0% 38.9% not rated under MSCI Islamic M-Series
ratios pass on 42.7% ratios fail on 17.0% 42.5% not rated under FTSE Shariah
157 of 1,030 listed holdings carry our own per-methodology verdicts (66% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 142 (64% 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.
Columbia Balanced Fund (CLREX) 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 |
|---|---|---|
| NVDANVIDIA Corp | 5.35% | Compliant |
| COLUMBIA SHORT TERM CASH FUNDnot matched to a ticker | 4.16% | Not screened |
| AAPLApple Inc | 4.06% | Compliant |
| MSFTMicrosoft Corp | 3.89% | Questionable |
| AMZNAmazon.com Inc | 3.27% | Questionable |
| iShares Core MSCI EAFE ETFnot matched to a ticker | 2.80% | Not screened |
| GOOGAlphabet Inc | 2.18% | Questionable |
| AVGOBroadcom Inc | 2.10% | Compliant |
| GOOGAlphabet Inc | 1.77% | Questionable |
| LLYEli Lilly & Co | 1.41% | Compliant |
Top 10 of 1030 holdings, 31.0% 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 CLREX. 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) | 56.80 | NEUTRAL |
| Stochastic %K (14) | 97.78 | SELL |
| CCI (20) | 97.71 | NEUTRAL |
| Williams %R (14) | -2.22 | SELL |
| MACD (12,26,9) | 0.07 | BUY |
| ROC (10) | 1.30 | BUY |
| Momentum (10) | 0.75 | BUY |
| EMA (10) | 58.38 | BUY |
| SMA (10) | 58.27 | BUY |
| EMA (20) | 58.28 | BUY |
| SMA (20) | 58.17 | BUY |
| EMA (30) | 58.23 | BUY |
| SMA (30) | 58.18 | BUY |
| EMA (50) | 58.10 | BUY |
| SMA (50) | 58.37 | BUY |
| EMA (100) | 57.54 | BUY |
| SMA (100) | 57.77 | BUY |
| EMA (200) | 56.24 | BUY |
| SMA (200) | 56.04 | BUY |
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.