Verdicts genuinely change. Free email alert the moment COSZX'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 Overseas Value Fund · COLUMBIA FUNDS SERIES TRUST
110 holdings
NON-COMPLIANT 64.49% of portfolio weight is in non-compliant holdings, over the 5% threshold.
110 holdings, 77 matched (85% of weight). Portfolio as of 2026-05-31, filed 2026-07-29. Source: SEC Form N-PORT.
11.50% of this portfolio’s income is non-permissible — weighted across holdings, computed over 67% of portfolio weight (65 of 110 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.
19.9% compliant 0.0% questionable 64.5% non-compliant 15.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SHEL Shell PLC | NON_COMPLIANT | 3.45% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| SAN.MC Banco Santander SA | NON_COMPLIANT | 3.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 2.54% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| CS.PA AXA SA | NON_COMPLIANT | 2.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 8316.T Sumitomo Mitsui Financial Group Inc | NON_COMPLIANT | 2.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TPEIR.AT Piraeus Bank SA | NON_COMPLIANT | 2.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| IMB.L Imperial Brands PLC | NON_COMPLIANT | 2.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PRMB Primo Brands Corp | NON_COMPLIANT | 2.12% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| BPE.MI BPER Banca SPA | NON_COMPLIANT | 2.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ING ING Groep NV | NON_COMPLIANT | 2.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ASRNL.AS ASR Nederland NV | NON_COMPLIANT | 2.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BIRG.IR Bank of Ireland Group PLC | NON_COMPLIANT | 2.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 2318.HK Ping An Insurance Group Co of China Ltd | NON_COMPLIANT | 1.88% | AAOIFI155.6% Usmani10.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.4% MSCI Islamic M-Seriesfail FTSE Shariah10.4% |
| 7167.T Mebuki Financial Group Inc | NON_COMPLIANT | 1.86% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COLUMBIA SHORT TERM CASH FUND | UNSCREENED | 1.81% | no in-house ratios for this holding |
| DNB.OL DNB Bank ASA | NON_COMPLIANT | 1.80% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 8053.T Sumitomo Corp | NON_COMPLIANT | 1.69% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 2388.HK BOC Hong Kong Holdings Ltd | NON_COMPLIANT | 1.62% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NST.AX Northern Star Resources Ltd | COMPLIANT | 1.43% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SNY Sanofi SA | COMPLIANT | 1.41% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| 8591.T ORIX Corp | NON_COMPLIANT | 1.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 0016.HK Sun Hung Kai Properties Ltd | NON_COMPLIANT | 1.39% | AAOIFI30.3% Usmani13.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic12.9% MSCI Islamic M-Series— FTSE Shariah12.9% |
| 0288.HK WH Group Ltd | NON_COMPLIANT | 1.33% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Check Point Software Technologies Ltd | UNSCREENED | 1.23% | no in-house ratios for this holding |
| TCAP.L TP ICAP Group PLC | NON_COMPLIANT | 1.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Dai-ichi Life Holdings Inc | UNSCREENED | 1.20% | no in-house ratios for this holding |
| 8015.T Toyota Tsusho Corp | COMPLIANT | 1.19% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| V03.SI Venture Corp Ltd | COMPLIANT | 1.18% | AAOIFI0.4% Usmani1.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.5% MSCI Islamic M-Seriesfail FTSE Shariah0.5% |
| MKS.L Marks & Spencer Group PLC | NON_COMPLIANT | 1.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PKO.WA Powszechna Kasa Oszczednosci Bank Polski SA | NON_COMPLIANT | 1.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NESN.SW Nestle SA | COMPLIANT | 1.12% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| 8804.T Tokyo Tatemono Co Ltd | NON_COMPLIANT | 1.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 8227.T Shimamura Co Ltd | NON_COMPLIANT | 1.04% | AAOIFIfail Usmanifail Dow Jones Islamic— S&P Shariah— MSCI Islamicfail MSCI Islamic M-Series— FTSE Shariahfail |
| AD.AS Koninklijke Ahold Delhaize NV | NON_COMPLIANT | 1.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Daiwabo Holdings Co Ltd | UNSCREENED | 1.04% | no in-house ratios for this holding |
| BBAS3.SA Banco do Brasil SA | NON_COMPLIANT | 1.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TECK Teck Resources Ltd | COMPLIANT | 1.01% | AAOIFI11.1% Usmani8.6% Dow Jones Islamic12.4% S&P Shariah12.9% MSCI Islamic8.6% MSCI Islamic M-Series12.9% FTSE Shariah8.6% |
| E.ON SE | UNSCREENED | 1.00% | no in-house ratios for this holding |
| HSBA.L HSBC Holdings PLC | NON_COMPLIANT | 0.96% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Macnica Fuji Electronics Holdi | UNSCREENED | 0.96% | no in-house ratios for this holding |
| UPM.HE UPM-Kymmene Oyj | COMPLIANT | 0.95% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| LSG.OL Leroy Seafood Group ASA | NON_COMPLIANT | 0.94% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ELE.MC Endesa SA | COMPLIANT | 0.93% | AAOIFI26.3% Usmani31.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic29.1% MSCI Islamic M-Seriesfail FTSE Shariah29.1% |
| YCA.L Yellow Cake PLC | COMPLIANT | 0.92% | AAOIFIpass Usmanipass Dow Jones Islamic— S&P Shariah— MSCI Islamicpass MSCI Islamic M-Series— FTSE Shariahpass |
| Finning International Inc | UNSCREENED | 0.92% | no in-house ratios for this holding |
| FME.DE Fresenius Medical Care AG | NON_COMPLIANT | 0.89% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PDN.AX Paladin Energy Ltd | COMPLIANT | 0.87% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 7270.T Subaru Corp | NON_COMPLIANT | 0.86% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CNA.L Centrica PLC | NON_COMPLIANT | 0.85% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| 3088.T MatsukiyoCocokara & Co | COMPLIANT | 0.84% | AAOIFI0.3% Usmani0.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.4% MSCI Islamic M-Seriespass FTSE Shariah0.4% |
| Iyogin Holdings Inc | UNSCREENED | 0.84% | no in-house ratios for this holding |
| AZN AstraZeneca PLC | COMPLIANT | 0.84% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RO.SW Roche Holding AG | COMPLIANT | 0.84% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| iShares MSCI EAFE Value ETF | UNSCREENED | 0.83% | no in-house ratios for this holding |
| JAZZ Jazz Pharmaceuticals PLC | COMPLIANT | 0.82% | AAOIFI27.4% Usmani39.7% Dow Jones Islamic46.1% S&P Shariah49.7% MSCI Islamic39.7% MSCI Islamic M-Series49.7% FTSE Shariah39.3% |
| 6417.T Sankyo Co Ltd | NON_COMPLIANT | 0.80% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STO.AX Santos Ltd | NON_COMPLIANT | 0.78% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| PAAS Pan American Silver Corp | COMPLIANT | 0.75% | AAOIFI2.4% Usmani7.3% Dow Jones Islamic5.0% S&P Shariah6.3% MSCI Islamic7.3% MSCI Islamic M-Series6.3% FTSE Shariah7.3% |
| DEC Diversified Energy Co | NON_COMPLIANT | 0.73% | AAOIFI369.3% Usmani48.5% Dow Jones Islamic303.4% S&P Shariah348.1% MSCI Islamic48.5% MSCI Islamic M-Series348.1% FTSE Shariah48.0% |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 0.73% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EDV.TO Endeavour Mining PLC | COMPLIANT | 0.73% | AAOIFI4.7% Usmani12.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic12.2% MSCI Islamic M-Seriespass FTSE Shariah12.2% |
| 7459.T Medipal Holdings Corp | NON_COMPLIANT | 0.70% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BZU.MI Buzzi SpA | COMPLIANT | 0.70% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Energy Fuels Inc/Canada | UNSCREENED | 0.70% | no in-house ratios for this holding |
| 9404.T Nippon Television Holdings Inc | COMPLIANT | 0.69% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| NexGen Energy Ltd | UNSCREENED | 0.69% | no in-house ratios for this holding |
| TGA.JO Thungela Resources Ltd | NON_COMPLIANT | 0.67% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| IMP.JO Impala Platinum Holdings Ltd | COMPLIANT | 0.66% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Burford Capital Ltd | UNSCREENED | 0.63% | no in-house ratios for this holding |
| NTR Nutrien Ltd | NON_COMPLIANT | 0.63% | AAOIFI18.8% Usmani18.9% Dow Jones Islamic29.7% S&P Shariah31.2% MSCI Islamic18.9% MSCI Islamic M-Series31.2% FTSE Shariah18.9% |
| JBS NV | UNSCREENED | 0.63% | no in-house ratios for this holding |
| EMAAR.AE Emaar Properties PJSC | NON_COMPLIANT | 0.62% | AAOIFI10.8% Usmani6.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic5.7% MSCI Islamic M-Seriesfail FTSE Shariah5.7% |
| Kaspi.KZ JSC | UNSCREENED | 0.60% | no in-house ratios for this holding |
| 1913.HK PRADA SpA | NON_COMPLIANT | 0.59% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Vermilion Energy Inc | UNSCREENED | 0.59% | no in-house ratios for this holding |
| SIEMENS.NS Siemens AG | COMPLIANT | 0.54% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| FGR.PA Eiffage SA | NON_COMPLIANT | 0.54% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KGX.DE KION Group AG | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 7911.T TOPPAN Holdings Inc | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BATS.L British American Tobacco PLC | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Youngone Corp | UNSCREENED | 0.50% | no in-house ratios for this holding |
| BWLPG.OL BW LPG Ltd | COMPLIANT | 0.49% | AAOIFIpass Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SW Smurfit Westrock PLC | NON_COMPLIANT | 0.45% | AAOIFI61.2% Usmani31.3% Dow Jones Islamic62.7% S&P Shariah90.7% MSCI Islamic31.3% MSCI Islamic M-Series90.7% FTSE Shariah31.3% |
| PRX.AS Prosus NV | NON_COMPLIANT | 0.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 5929.T Sanwa Holdings Corp | COMPLIANT | 0.38% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| DUE.DE Duerr AG | NON_COMPLIANT | 0.35% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| TV Asahi Holdings Corp | UNSCREENED | 0.35% | no in-house ratios for this holding |
| 1944.T Kinden Corp | COMPLIANT | 0.34% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| LKFT.AS Lakefront Biotherapeutics NV | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 9989.T Sundrug Co Ltd | COMPLIANT | 0.31% | AAOIFI11.2% Usmani10.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic10.1% MSCI Islamic M-Seriespass FTSE Shariah10.1% |
| FLUT Flutter Entertainment PLC | NON_COMPLIANT | 0.31% | AAOIFI72.3% Usmani44.5% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic44.5% MSCI Islamic M-Series36.7% FTSE Shariah42.5% |
| Insmed Inc | UNSCREENED | 0.30% | no in-house ratios for this holding |
| 3360.T Ship Healthcare Holdings Inc | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CSAN3.SA Cosan SA | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UBS Securities LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| HSBC Bank Co. Ltd. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Goldman Sachs International | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HSBC Bank Co. Ltd. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Citigroup Global Markets, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| JPMorgan Chase Bank NA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Morgan Stanley Bank NA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CBOE CBOE Global Markets, Inc. | NON_COMPLIANT | 0.01% | AAOIFI4.9% Usmani14.9% Dow Jones Islamic6.2% S&P Shariah6.8% MSCI Islamic14.9% MSCI Islamic M-Series6.8% FTSE Shariah13.6% |
| Morgan Stanley Bank NA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| HSBC Bank Co. Ltd. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| HSBC Bank Co. Ltd. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Barclays Capital, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| HSBC Bank Co. Ltd. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Morgan Stanley Bank NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Goldman Sachs International | UNSCREENED | 0.00% | no in-house ratios for this holding |
| LUKOIL PJSC | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 14 points of portfolio weight — 27.9% of it passes FTSE Shariah, 14.2% passes MSCI Islamic M-Series. 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 19.7% ratios fail on 63.9% 16.0% not rated under AAOIFI
ratios pass on 26.6% ratios fail on 54.7% 18.2% not rated under Usmani
ratios pass on 16.5% ratios fail on 62.9% 20.1% not rated under Dow Jones Islamic
ratios pass on 17.1% ratios fail on 62.3% 20.1% not rated under S&P Shariah
ratios pass on 24.3% ratios fail on 57.0% 18.2% not rated under MSCI Islamic
ratios pass on 14.2% ratios fail on 65.2% 20.1% not rated under MSCI Islamic M-Series
ratios pass on 27.9% ratios fail on 53.4% 18.2% not rated under FTSE Shariah
77 of 110 listed holdings carry our own per-methodology verdicts (84% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 20 (22% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SHEL Shell PLC | 3.45% |
| SAN.MC Banco Santander SA | 3.14% |
| TTE.PA TotalEnergies SE | 2.54% |
| CS.PA AXA SA | 2.42% |
| 8316.T Sumitomo Mitsui Financial Group Inc | 2.31% |
| TPEIR.AT Piraeus Bank SA | 2.22% |
| IMB.L Imperial Brands PLC | 2.12% |
| PRMB Primo Brands Corp | 2.12% |
| BPE.MI BPER Banca SPA | 2.11% |
| ING ING Groep NV | 2.09% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Columbia Overseas Value Fund (COSZX) 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 |
|---|---|---|
| SHELShell PLC | 3.45% | Non-compliant |
| SAN.MCBanco Santander SA | 3.14% | Non-compliant |
| TTE.PATotalEnergies SE | 2.54% | Non-compliant |
| CS.PAAXA SA | 2.42% | Non-compliant |
| 8316.TSumitomo Mitsui Financial Group Inc | 2.31% | Non-compliant |
| TPEIR.ATPiraeus Bank SA | 2.22% | Non-compliant |
| IMB.LImperial Brands PLC | 2.12% | Non-compliant |
| PRMBPrimo Brands Corp | 2.12% | Non-compliant |
| BPE.MIBPER Banca SPA | 2.11% | Non-compliant |
| INGING Groep NV | 2.09% | Non-compliant |
Top 10 of 110 holdings, 24.5% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for COSZX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 37.10 | NEUTRAL |
| Stochastic %K (14) | 7.94 | BUY |
| CCI (20) | -102.58 | BUY |
| Williams %R (14) | -92.06 | BUY |
| MACD (12,26,9) | -0.04 | SELL |
| ROC (10) | -2.93 | SELL |
| Momentum (10) | -0.44 | SELL |
| EMA (10) | 14.73 | SELL |
| SMA (10) | 14.72 | SELL |
| EMA (20) | 14.87 | SELL |
| SMA (20) | 14.93 | SELL |
| EMA (30) | 14.93 | SELL |
| SMA (30) | 15.08 | SELL |
| EMA (50) | 14.93 | SELL |
| SMA (50) | 15.09 | SELL |
| EMA (100) | 14.78 | SELL |
| SMA (100) | 14.75 | SELL |
| EMA (200) | 14.42 | BUY |
| SMA (200) | 14.54 | 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.