Verdicts genuinely change. Free email alert the moment CONOX'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.
Lazard US Convertibles Portfolio · LAZARD FUNDS INC
101 holdings
NON-COMPLIANT 34.53% of portfolio weight is in non-compliant holdings, over the 5% threshold.
101 holdings, 78 matched (72% of weight). Portfolio as of 2026-06-30, filed 2026-08-21. Source: SEC Form N-PORT.
2.14% of this portfolio’s income is non-permissible — weighted across holdings, computed over 62% of portfolio weight (70 of 101 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.
36.6% compliant 0.8% questionable 34.4% non-compliant 28.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| LAZARD GOVT MNY MMKT INS | UNSCREENED | 4.93% | no in-house ratios for this holding |
| WDC WESTERN DIGITAL CORP | COMPLIANT | 4.08% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| LIVE NATION ENTERTAINMEN | UNSCREENED | 3.27% | no in-house ratios for this holding |
| LITE LUMENTUM HOLDINGS INC | COMPLIANT | 2.43% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 2.39% | no in-house ratios for this holding |
| BA BOEING CO/THE | NON_COMPLIANT | 2.35% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| MSTR STRATEGY INC | COMPLIANT | 2.32% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| AKAM AKAMAI TECHNOLOGIES INC | NON_COMPLIANT | 2.26% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 2.20% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| COREWEAVE INC | UNSCREENED | 2.16% | no in-house ratios for this holding |
| ZS ZSCALER INC. | COMPLIANT | 2.01% | AAOIFI7.7% Usmani23.6% Dow Jones Islamic5.6% S&P Shariah5.9% MSCI Islamic23.6% MSCI Islamic M-Series5.9% FTSE Shariah21.6% |
| WELLTOWER OP LLC | UNSCREENED | 1.97% | no in-house ratios for this holding |
| PCG PG&E CORP | NON_COMPLIANT | 1.89% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| BE BLOOM ENERGY CORP | COMPLIANT | 1.85% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DASH DOORDASH INC | COMPLIANT | 1.75% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| SNOW SNOWFLAKE INC | COMPLIANT | 1.59% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| 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% |
| MKSI MKS INC | COMPLIANT | 1.57% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| ORCL ORACLE CORP | NON_COMPLIANT | 1.54% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| SO SOUTHERN CO | NON_COMPLIANT | 1.54% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| RIVIAN AUTO INC | UNSCREENED | 1.50% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 1.47% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| WEC WEC ENERGY GROUP INC | NON_COMPLIANT | 1.46% | AAOIFI57.5% Usmani39.9% Dow Jones Islamic61.9% S&P Shariah68.5% MSCI Islamic39.1% MSCI Islamic M-Series68.5% FTSE Shariah39.1% |
| NOG NORTHERN OIL & GAS INC | NON_COMPLIANT | 1.42% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| NET CLOUDFLARE INC | NON_COMPLIANT | 1.40% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| MCHP MICROCHIP TECHNOLOGY INC | COMPLIANT | 1.26% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| ONTO ONTO INNOVATION INC | UNRATED | 1.20% | AAOIFI11.2% Usmani39.8% Dow Jones Islamic16.3% S&P Shariah16.7% MSCI Islamic39.8% MSCI Islamic M-Series16.7% FTSE Shariah39.8% |
| PPL CAPITAL FUNDING INC | UNSCREENED | 1.18% | no in-house ratios for this holding |
| BBIO BRIDGEBIO PHARMA INC | COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WULF TERAWULF INC | NON_COMPLIANT | 1.15% | AAOIFI35.4% Usmani38.9% Dow Jones Islamic65.9% S&P Shariah91.8% MSCI Islamic38.9% MSCI Islamic M-Series91.8% FTSE Shariah38.6% |
| AST SPACEMOBILE INC | UNSCREENED | 1.13% | no in-house ratios for this holding |
| MP MP MATERIALS CORP | NON_COMPLIANT | 1.12% | AAOIFI9.8% Usmani25.6% Dow Jones Islamic12.3% S&P Shariah15.7% MSCI Islamic25.6% MSCI Islamic M-Series15.7% FTSE Shariah25.1% |
| COIN COINBASE GLOBAL INC | NON_COMPLIANT | 1.09% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| CMS CMS ENERGY CORP | NON_COMPLIANT | 1.08% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| AEIS ADVANCED ENERGY IND | COMPLIANT | 1.01% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| SOLARIS ENERGY INFRASTRU | UNSCREENED | 1.01% | no in-house ratios for this holding |
| GALAXY DIGITAL HOLDIN LP | UNSCREENED | 0.97% | no in-house ratios for this holding |
| UBER UBER TECHNOLOGIES INC | COMPLIANT | 0.96% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| GH GUARDANT HEALTH INC | COMPLIANT | 0.95% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| MSTR STRATEGY INC | COMPLIANT | 0.95% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| ITRI ITRON INC | NON_COMPLIANT | 0.92% | AAOIFI38.7% Usmani41.0% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic41.0% MSCI Islamic M-Series36.7% FTSE Shariah40.3% |
| GME GAMESTOP CORP | NON_COMPLIANT | 0.90% | AAOIFI1.6% Usmani1.6% Dow Jones Islamic1.6% S&P Shariah1.9% MSCI Islamic1.6% MSCI Islamic M-Series1.9% FTSE Shariah0.1% |
| CYBERARK SOFTWARE LTD | UNSCREENED | 0.88% | no in-house ratios for this holding |
| CIPHER DIGITAL INC | UNSCREENED | 0.86% | no in-house ratios for this holding |
| ZTS ZOETIS INC | NON_COMPLIANT | 0.84% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| HP ENTERPRISE CO | UNSCREENED | 0.83% | no in-house ratios for this holding |
| RBRK RUBRIK INC | COMPLIANT | 0.81% | AAOIFI5.9% Usmani40.4% Dow Jones Islamic8.1% S&P Shariahpass MSCI Islamic40.4% MSCI Islamic M-Seriespass FTSE Shariah39.8% |
| GWRE GUIDEWIRE SOFTWARE INC | QUESTIONABLE | 0.80% | AAOIFI3.2% Usmani16.9% Dow Jones Islamic2.8% S&P Shariah3.2% MSCI Islamic16.9% MSCI Islamic M-Series3.2% FTSE Shariah15.5% |
| MCHP MICROCHIP TECHNOLOGY INC | COMPLIANT | 0.79% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| DOCN DIGITALOCEAN HOLDINGS | COMPLIANT | 0.77% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| DDOG DATADOG INC | NON_COMPLIANT | 0.77% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| ALB ALBEMARLE CORP | COMPLIANT | 0.77% | AAOIFI13.1% Usmani13.2% Dow Jones Islamic15.4% S&P Shariah15.0% MSCI Islamic12.6% MSCI Islamic M-Series15.0% FTSE Shariah11.8% |
| SITIME | UNSCREENED | 0.76% | no in-house ratios for this holding |
| CORE SCIENTIFIC INC | UNSCREENED | 0.72% | no in-house ratios for this holding |
| IONIS PHARMACEUTICALS IN | UNSCREENED | 0.68% | no in-house ratios for this holding |
| DBX DROPBOX INC | NON_COMPLIANT | 0.68% | AAOIFI5.2% Usmani23.9% Dow Jones Islamic6.1% S&P Shariah6.3% MSCI Islamic13.8% MSCI Islamic M-Series6.3% FTSE Shariah0.0% |
| VSH VISHAY INTERTECHNOLOGY | COMPLIANT | 0.61% | AAOIFI20.9% Usmani21.3% Dow Jones Islamic39.9% S&P Shariah39.5% MSCI Islamic21.3% MSCI Islamic M-Series39.5% FTSE Shariah18.9% |
| HALOZYME THERAPEUTICS IN | UNSCREENED | 0.60% | no in-house ratios for this holding |
| SMCI SUPER MICRO COMPUTER INC | NON_COMPLIANT | 0.59% | AAOIFI17.4% Usmani15.3% Dow Jones Islamic20.6% S&P Shariah17.5% MSCI Islamic15.3% MSCI Islamic M-Series17.5% FTSE Shariah13.5% |
| PSN PARSONS CORP | COMPLIANT | 0.59% | AAOIFI33.0% Usmani28.0% Dow Jones Islamic21.7% S&P Shariah21.1% MSCI Islamic27.9% MSCI Islamic M-Series21.1% FTSE Shariah25.2% |
| HALOZYME THERAPEUTICS IN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| DLR DIGITAL REALTY TRUST LP | COMPLIANT | 0.57% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CLSK CLEANSPARK INC | NON_COMPLIANT | 0.56% | AAOIFI54.6% Usmani65.9% Dow Jones Islamic56.9% S&P Shariah61.3% MSCI Islamic65.9% MSCI Islamic M-Series61.3% FTSE Shariah65.9% |
| LEU CENTRUS ENERGY CORP | NON_COMPLIANT | 0.56% | AAOIFI33.9% Usmani46.5% Dow Jones Islamic50.7% S&P Shariah66.8% MSCI Islamic46.5% MSCI Islamic M-Series66.8% FTSE Shariah46.5% |
| IRTC IRHYTHM HOLDINGS INC | COMPLIANT | 0.56% | AAOIFI17.9% Usmani66.5% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic66.5% MSCI Islamic M-Series19.6% FTSE Shariah59.5% |
| BRKR BRUKER CORP | COMPLIANT | 0.55% | AAOIFI18.9% Usmani30.1% Dow Jones Islamic25.7% S&P Shariah22.6% MSCI Islamic30.1% MSCI Islamic M-Series22.6% FTSE Shariah30.1% |
| APO APOLLO GLOBAL MANAGEMENT | NON_COMPLIANT | 0.53% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| NTNX NUTANIX INC | COMPLIANT | 0.52% | AAOIFI8.3% Usmani30.0% Dow Jones Islamic9.2% S&P Shariah9.9% MSCI Islamic29.9% MSCI Islamic M-Series9.9% FTSE Shariah26.6% |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.51% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| LNT ALLIANT ENERGY CORP | NON_COMPLIANT | 0.50% | AAOIFI62.6% Usmani45.2% Dow Jones Islamic67.4% S&P Shariah74.1% MSCI Islamic44.4% MSCI Islamic M-Series74.1% FTSE Shariah44.4% |
| UBER UBER TECHNOLOGIES INC | COMPLIANT | 0.49% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| KKR KKR & CO INC | NON_COMPLIANT | 0.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CRESCENT ENERGY CO | UNSCREENED | 0.47% | no in-house ratios for this holding |
| EVRG EVERGY INC | NON_COMPLIANT | 0.46% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| SOFI SOFI TECHNOLOGIES INC | NON_COMPLIANT | 0.46% | AAOIFI14.6% Usmani5.5% Dow Jones Islamic15.6% S&P Shariah19.9% MSCI Islamic5.5% MSCI Islamic M-Series19.9% FTSE Shariah5.5% |
| FWONA LIBERTY MEDIA CORP | NON_COMPLIANT | 0.44% | AAOIFI20.6% Usmani31.0% Dow Jones Islamic23.0% S&P Shariah25.2% MSCI Islamic31.0% MSCI Islamic M-Series25.2% FTSE Shariah31.0% |
| ITGR INTEGER HOLDINGS CORP | NON_COMPLIANT | 0.43% | AAOIFI30.5% Usmani39.9% Dow Jones Islamic35.6% S&P Shariah36.3% MSCI Islamic38.4% MSCI Islamic M-Series36.3% FTSE Shariah36.2% |
| NCL CORPORATION LTD | UNSCREENED | 0.42% | no in-house ratios for this holding |
| APPLIED DIGITAL CORP | UNSCREENED | 0.42% | no in-house ratios for this holding |
| PL PLANET LABS PBC | COMPLIANT | 0.42% | AAOIFI0.8% Usmani3.5% Dow Jones Islamic1.0% S&P Shariah1.4% MSCI Islamic3.5% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| WOLF WOLFSPEED INC | NON_COMPLIANT | 0.41% | AAOIFI145.1% Usmani59.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.7% MSCI Islamic M-Seriesfail FTSE Shariah56.2% |
| SPHR SPHERE ENTERTAINMENT CO | NON_COMPLIANT | 0.41% | AAOIFI17.9% Usmani22.6% Dow Jones Islamic33.8% S&P Shariah40.3% MSCI Islamic22.6% MSCI Islamic M-Series40.3% FTSE Shariah19.3% |
| IDCC INTERDIGITAL INC | COMPLIANT | 0.40% | AAOIFI4.6% Usmani18.3% Dow Jones Islamic6.0% S&P Shariah7.5% MSCI Islamic18.3% MSCI Islamic M-Series7.5% FTSE Shariah17.8% |
| OSIS OSI SYSTEMS INC | NON_COMPLIANT | 0.39% | AAOIFI32.2% Usmani42.0% Dow Jones Islamic28.5% S&P Shariah32.8% MSCI Islamic42.0% MSCI Islamic M-Series32.8% FTSE Shariah40.0% |
| SMTC SEMTECH CORP | COMPLIANT | 0.39% | AAOIFI3.8% Usmani36.0% Dow Jones Islamic8.0% S&P Shariah10.6% MSCI Islamic36.0% MSCI Islamic M-Series10.6% FTSE Shariah34.2% |
| GVA GRANITE CONSTRUCTION INC | COMPLIANT | 0.39% | AAOIFI33.2% Usmani36.3% Dow Jones Islamic37.9% S&P Shariah45.5% MSCI Islamic36.3% MSCI Islamic M-Series45.5% FTSE Shariah32.6% |
| AEROVIRONMENT INC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| UPST UPSTART HOLDINGS INC | NON_COMPLIANT | 0.36% | AAOIFI73.9% Usmani63.2% Dow Jones Islamic43.7% S&P Shariah51.6% MSCI Islamic63.2% MSCI Islamic M-Series51.6% FTSE Shariah63.2% |
| FLR FLUOR CORP | NON_COMPLIANT | 0.34% | AAOIFI15.0% Usmani14.2% Dow Jones Islamic14.5% S&P Shariah15.0% MSCI Islamic14.2% MSCI Islamic M-Series15.0% FTSE Shariah14.2% |
| LNTH LANTHEUS HOLDINGS INC | COMPLIANT | 0.33% | AAOIFI1.9% Usmani5.2% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic5.2% MSCI Islamic M-Series2.3% FTSE Shariah2.9% |
| AFRM AFFIRM HOLDINGS INC | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PENG PENGUIN SOLUTIONS INC | COMPLIANT | 0.28% | AAOIFI19.1% Usmani22.9% Dow Jones Islamic35.9% S&P Shariah38.9% MSCI Islamic22.9% MSCI Islamic M-Series38.9% FTSE Shariah20.2% |
| ARES ARES MANAGEMENT CORP | 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% |
| MERIT MEDICAL SYSTEMS IN | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CYTK CYTOKINETICS INC | NON_COMPLIANT | 0.24% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| PTON PELOTON INTERACTIVE INC | NON_COMPLIANT | 0.23% | AAOIFI73.9% Usmani85.1% Dow Jones Islamic61.8% S&P Shariah68.9% MSCI Islamic85.1% MSCI Islamic M-Series68.9% FTSE Shariah65.2% |
| FOUR SHIFT4 PAYMENTS INC | NON_COMPLIANT | 0.23% | AAOIFI125.9% Usmani52.5% Dow Jones Islamic74.0% S&P Shariah77.0% MSCI Islamic52.5% MSCI Islamic M-Series77.0% FTSE Shariah51.9% |
| QXO QXO INC | NON_COMPLIANT | 0.21% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| LRN STRIDE INC | COMPLIANT | 0.16% | AAOIFI12.2% Usmani22.4% Dow Jones Islamic9.2% S&P Shariah10.7% MSCI Islamic17.6% MSCI Islamic M-Series10.7% FTSE Shariah17.2% |
| JBLU JETBLUE AIRWAYS CORP | NON_COMPLIANT | 0.15% | AAOIFI564.6% Usmani60.2% Dow Jones Islamic510.7% S&P Shariah514.8% MSCI Islamic60.2% MSCI Islamic M-Series514.8% FTSE Shariah54.7% |
| ZD ZIFF DAVIS INC | NON_COMPLIANT | 0.00% | AAOIFI44.8% Usmani21.7% Dow Jones Islamic50.9% S&P Shariah42.3% MSCI Islamic21.7% MSCI Islamic M-Series42.3% FTSE Shariah21.7% |
The published standards disagree about this fund by 16 points of portfolio weight — 33.7% of it passes AAOIFI, 17.4% 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 33.7% ratios fail on 27.6% 39.1% not rated under AAOIFI
ratios pass on 19.7% ratios fail on 36.6% 44.1% not rated under Usmani
ratios pass on 32.8% ratios fail on 28.0% 39.7% not rated under Dow Jones Islamic
ratios pass on 32.1% ratios fail on 29.2% 39.1% not rated under S&P Shariah
ratios pass on 17.4% ratios fail on 38.1% 44.8% not rated under MSCI Islamic
ratios pass on 31.2% ratios fail on 29.5% 39.7% not rated under MSCI Islamic M-Series
ratios pass on 22.8% ratios fail on 33.2% 44.4% not rated under FTSE Shariah
75 of 101 listed holdings carry our own per-methodology verdicts (72% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 70 (65% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BA BOEING CO/THE | 2.35% |
| AKAM AKAMAI TECHNOLOGIES INC | 2.26% |
| PCG PG&E CORP | 1.89% |
| BAC Bank of America Corp | 1.58% |
| ORCL ORACLE CORP | 1.54% |
| SO SOUTHERN CO | 1.54% |
| WFC WELLS FARGO & COMPANY | 1.47% |
| WEC WEC ENERGY GROUP INC | 1.46% |
| NOG NORTHERN OIL & GAS INC | 1.42% |
| NET CLOUDFLARE INC | 1.40% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Lazard US Convertibles Portfolio (CONOX) 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 |
|---|---|---|
| LAZARD GOVT MNY MMKT INSnot matched to a ticker | 4.93% | Not screened |
| WDCWESTERN DIGITAL CORP | 4.08% | Compliant |
| LIVE NATION ENTERTAINMENnot matched to a ticker | 3.27% | Not screened |
| LITELUMENTUM HOLDINGS INC | 2.43% | Compliant |
| NEXTERA ENERGY CAPITALnot matched to a ticker | 2.39% | Not screened |
| BABOEING CO/THE | 2.35% | Non-compliant |
| MSTRSTRATEGY INC | 2.32% | Compliant |
| AKAMAKAMAI TECHNOLOGIES INC | 2.26% | Non-compliant |
| ONON SEMICONDUCTOR CORP | 2.20% | Compliant |
| COREWEAVE INCnot matched to a ticker | 2.16% | Not screened |
Top 10 of 101 holdings, 28.4% 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 CONOX. 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) | 42.00 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -120.78 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -0.48 | SELL |
| Momentum (10) | -0.06 | SELL |
| EMA (10) | 12.66 | SELL |
| SMA (10) | 12.67 | SELL |
| EMA (20) | 12.69 | SELL |
| SMA (20) | 12.67 | SELL |
| EMA (30) | 12.71 | SELL |
| SMA (30) | 12.70 | SELL |
| EMA (50) | 12.76 | SELL |
| SMA (50) | 12.81 | SELL |
| EMA (100) | 12.74 | SELL |
| SMA (100) | 12.95 | SELL |
| EMA (200) | 12.35 | BUY |
| SMA (200) | 12.47 | 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.