Verdicts genuinely change. Free email alert the moment CPUCX'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.
AAM Insight Select Income Fund · INVESTMENT MANAGERS SERIES TRUST
503 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 At least 35.55% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 57% turns out to be. Matching more holdings can only raise this share, never lower it.
1.49% 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.
503 holdings, 199 matched (44% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
6.16% of this portfolio’s income is non-permissible — weighted across holdings, computed over 31% of portfolio weight (155 of 503 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 |
|---|---|---|---|
| ITRX EUR XOV S45 5Y 06/20/31 / | UNSCREENED | 1.40% | no in-house ratios for this holding |
| Goldman Sachs Financial Square | UNSCREENED | 1.30% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.99% | no in-house ratios for this holding |
| NVDA NVIDIA CORP | COMPLIANT | 0.99% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| 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% |
| UNITED MEXICAN STATES | UNSCREENED | 0.71% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.69% | 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 | 0.65% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| MET METLIFE INC | NON_COMPLIANT | 0.64% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| GM GENERAL MOTORS CO | NON_COMPLIANT | 0.63% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EURO FORWARD CONTRACT 07/08/2026 / | UNSCREENED | 0.59% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.59% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BNS.TO BANK OF NOVA SCOTIA | NON_COMPLIANT | 0.58% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.55% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.55% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ABT ABBOTT LABORATORIES | COMPLIANT | 0.55% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.54% | no in-house ratios for this holding |
| CITGO PETROLEUM CORP | UNSCREENED | 0.54% | no in-house ratios for this holding |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 0.50% | no in-house ratios for this holding |
| US BANCORP | UNSCREENED | 0.50% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.49% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.49% | no in-house ratios for this holding |
| BUNGE LTD FINANCE CORP | UNSCREENED | 0.49% | no in-house ratios for this holding |
| GEV GE VERNOVA INC | COMPLIANT | 0.49% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| CONSTELLATION EN GEN LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| ALBERTSONS COS/SAFEWAY | UNSCREENED | 0.48% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.47% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| Fortress Credit Opportunities | UNSCREENED | 0.47% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.46% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.46% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| LOW LOWE'S COS INC | NON_COMPLIANT | 0.46% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| AVGO BROADCOM INC | COMPLIANT | 0.46% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| BALTIMORE GAS & ELECTRIC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.45% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Regatta XXII Funding Ltd. | UNSCREENED | 0.45% | no in-house ratios for this holding |
| Churchill Middle Market CLO | UNSCREENED | 0.45% | no in-house ratios for this holding |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.45% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| Bank5 | UNSCREENED | 0.44% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.44% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| SOUTHERN CO GAS CAPITAL | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Voya CLO Ltd | UNSCREENED | 0.43% | no in-house ratios for this holding |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.42% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CSX CSX CORP | COMPLIANT | 0.42% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BRSL BRIGHTSTAR LOTTERY PLC | NON_COMPLIANT | 0.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BAYER US FINANCE II LLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| MF1 Multifamily Housing Mortga | UNSCREENED | 0.41% | no in-house ratios for this holding |
| SAUDI INTERNATIONAL BOND | UNSCREENED | 0.41% | no in-house ratios for this holding |
| BP CAPITAL MARKETS PLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| FARMERS INS EXCH | UNSCREENED | 0.40% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 0.39% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| CFG CITIZENS FINANCIAL GROUP | NON_COMPLIANT | 0.39% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| MARS INC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| NGPL PIPECO LLC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.38% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ERAC USA FINANCE LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| SLAM 2021-1 LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| XOM EXXON MOBIL CORPORATION | COMPLIANT | 0.38% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| BMY BRISTOL-MYERS SQUIBB CO | NON_COMPLIANT | 0.38% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MACQUARIE AIRFINANCE HLD | UNSCREENED | 0.38% | no in-house ratios for this holding |
| BLACKSTONE PRIVATE CRE | UNSCREENED | 0.37% | no in-house ratios for this holding |
| DUKE ENERGY INDIANA LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.37% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.37% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.37% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| TARGA RESOURCES PARTNERS | UNSCREENED | 0.37% | no in-house ratios for this holding |
| MPLX MPLX LP | NON_COMPLIANT | 0.37% | AAOIFI42.8% Usmani60.3% Dow Jones Islamic52.4% S&P Shariah59.3% MSCI Islamic60.3% MSCI Islamic M-Series59.3% FTSE Shariah59.7% |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.37% | no in-house ratios for this holding |
| MURPHY OIL USA INC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.36% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| C CITIGROUP INC | NON_COMPLIANT | 0.36% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| Cerberus | UNSCREENED | 0.36% | no in-house ratios for this holding |
| HP ENTERPRISE CO | UNSCREENED | 0.36% | no in-house ratios for this holding |
| BLACKSTONE SECURED LEND | UNSCREENED | 0.35% | no in-house ratios for this holding |
| HD HOME DEPOT INC | COMPLIANT | 0.34% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| TRANSCANADA PIPELINES | UNSCREENED | 0.34% | no in-house ratios for this holding |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.34% | no in-house ratios for this holding |
| ADVENTIST HEALTH SYS/W | UNSCREENED | 0.34% | no in-house ratios for this holding |
| RPRX ROYALTY PHARMA PLC | NON_COMPLIANT | 0.34% | AAOIFI24.4% Usmani45.2% Dow Jones Islamic60.3% S&P Shariah67.3% MSCI Islamic45.2% MSCI Islamic M-Series67.3% FTSE Shariah45.2% |
| SPACE EXPLORATION TECH | UNSCREENED | 0.34% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| MAPS Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| BLACK HILLS CORP | UNSCREENED | 0.33% | no in-house ratios for this holding |
| INTC INTEL CORP | COMPLIANT | 0.33% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Zayo Issuer LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| LNG CHENIERE ENERGY INC | NON_COMPLIANT | 0.32% | AAOIFI44.4% Usmani55.8% Dow Jones Islamic54.4% S&P Shariah58.8% MSCI Islamic55.8% MSCI Islamic M-Series58.8% FTSE Shariah50.6% |
| WMB WILLIAMS COMPANIES INC | NON_COMPLIANT | 0.32% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| CUBE CUBESMART LP | NON_COMPLIANT | 0.32% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LVS LAS VEGAS SANDS CORP | NON_COMPLIANT | 0.32% | AAOIFI53.8% Usmani76.7% Dow Jones Islamic44.9% S&P Shariah45.0% MSCI Islamic76.7% MSCI Islamic M-Series45.0% FTSE Shariah76.7% |
| ROMANIA | UNSCREENED | 0.32% | no in-house ratios for this holding |
| CUZ COUSINS PROPERTIES LP | NON_COMPLIANT | 0.32% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.31% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| Monroe Capital MML CLO | UNSCREENED | 0.31% | no in-house ratios for this holding |
| LIBERTY MUTUAL GROUP INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.31% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| SOUTHERN CO GAS CAPITAL | UNSCREENED | 0.31% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.31% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| FIDELITY NATL INFO SERV | UNSCREENED | 0.31% | no in-house ratios for this holding |
| GOODYEAR TIRE & RUBBER | UNSCREENED | 0.31% | no in-house ratios for this holding |
| VMWARE LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| J&F LUXEMBOURG FINANCE | UNSCREENED | 0.30% | no in-house ratios for this holding |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.30% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Antares CLO | UNSCREENED | 0.30% | no in-house ratios for this holding |
| BLK BLACKROCK LTD | NON_COMPLIANT | 0.30% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| Eldridge MMPC CLO Ltd. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| 4502.T TAKEDA PHARMACEUTICAL | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.30% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| HAWAIIAN ELEC CO | UNSCREENED | 0.29% | no in-house ratios for this holding |
| DI Issuer LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.29% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| AVIANCA MIDCO 2 PLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| DTE DTE ENERGY CO | NON_COMPLIANT | 0.29% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| DataBank Issuer II, LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.29% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| JM SMUCKER CO | UNSCREENED | 0.28% | no in-house ratios for this holding |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.28% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RIO TINTO FIN USA PLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.28% | 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 | 0.28% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| ARIZONA PUBLIC SERVICE | UNSCREENED | 0.28% | no in-house ratios for this holding |
| RIO GRANDE LNG LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| PM PHILIP MORRIS INTL INC | NON_COMPLIANT | 0.28% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.28% | no in-house ratios for this holding |
| COX ENTERPRISES INC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| DVN DEVON ENERGY CORPORATION | COMPLIANT | 0.27% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| HCA INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.27% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MCF CLO LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| LCM Ltd Partnership | UNSCREENED | 0.27% | no in-house ratios for this holding |
| NBM US HOLDINGS INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| TOTALENERGIES CAPITAL SA | UNSCREENED | 0.27% | no in-house ratios for this holding |
| DataBank Issuer LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| NBN CO LTD | UNSCREENED | 0.27% | no in-house ratios for this holding |
| EAGLE FUNDING LUXCO SARL | UNSCREENED | 0.26% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| NCL CORPORATION LTD | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ANHEUSER-BUSCH CO/INBEV | UNSCREENED | 0.26% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.26% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| WESTERN ALLIANCE BANK | UNSCREENED | 0.26% | no in-house ratios for this holding |
| FED REPUBLIC OF BRAZIL | UNSCREENED | 0.26% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.26% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Retained Vantage Data Centers | UNSCREENED | 0.26% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BALL BALL CORP | NON_COMPLIANT | 0.25% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.25% | no in-house ratios for this holding |
| MET METLIFE INC | NON_COMPLIANT | 0.25% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| ITHACA ENERGY NORTH | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.25% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| SAN ANTONIO TX ELEC & GAS REVE | UNSCREENED | 0.25% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.25% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| Invesco CLO LTD | UNSCREENED | 0.25% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.25% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| SM SM ENERGY CO | NON_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% |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| REPUBLIC OF INDONESIA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GLOBAL PART/GLP FINANCE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ANGLO AMERICAN CAPITAL | UNSCREENED | 0.24% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.24% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| QTS FAYETTEV I DC1-2/TRS | UNSCREENED | 0.24% | no in-house ratios for this holding |
| FOUNDRY JV HOLDCO LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.24% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| SIERRA PACIFIC POWER CO | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.24% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ZIGGO BOND CO BV | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CI CIGNA GROUP/THE | NON_COMPLIANT | 0.24% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| REPUBLIC OF POLAND | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.24% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| ENTERPRISE PRODUCTS OPER | UNSCREENED | 0.24% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.24% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| APOLLO DEBT SOLUTIONS BD | UNSCREENED | 0.23% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.23% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| SABRA HEALTH CARE LP | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.23% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.23% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| CODELCO INC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CyrusOne Data Centers Issuer I | UNSCREENED | 0.23% | no in-house ratios for this holding |
| FRONERI LUX FINCO SARL | UNSCREENED | 0.23% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.23% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| GGAM Master Trust US LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Dominos Pizza Master Issuer LL | UNSCREENED | 0.22% | no in-house ratios for this holding |
| PHILLIPS EDISON GROCERY | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CANADIAN IMPERIAL BANK | UNSCREENED | 0.22% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.22% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| PRIME SECSRVC BRW/FINANC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Willis Engine Securitization T | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CONSTELLATION EN GEN LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| TIME WARNER CABLE LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| BEACON POINT DC LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LNC LINCOLN NATIONAL CORP | NON_COMPLIANT | 0.22% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| Ivy Hill Middle Market Credit | UNSCREENED | 0.21% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.21% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.21% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| LLOY.L LLOYDS BANKING GROUP PLC | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SMYRNA READY MIX CONCRET | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.20% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 0.20% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| ETR ENTERGY CORP | NON_COMPLIANT | 0.20% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| BAT CAPITAL CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MF1 Multifamily Housing Mortga | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CRBG COREBRIDGE FINANCIAL INC | NON_COMPLIANT | 0.20% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| Centersquare Issuer LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| STATE OF ISRAEL | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CRM SALESFORCE INC | COMPLIANT | 0.20% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MEDCO CYPRESS TREE PTE | UNSCREENED | 0.20% | no in-house ratios for this holding |
| COLUMBIA PIPELINE HOLDCO | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MET METLIFE INC | NON_COMPLIANT | 0.19% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| AVIS BUDGET CAR/FINANCE | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.19% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| META META PLATFORMS INC | QUESTIONABLE | 0.19% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| PRX.AS PROSUS NV | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Summit Issuer, LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.19% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CVI CVR ENERGY INC | NON_COMPLIANT | 0.19% | AAOIFI37.3% Usmani42.4% Dow Jones Islamic64.0% S&P Shariah62.3% MSCI Islamic42.4% MSCI Islamic M-Series62.3% FTSE Shariah42.0% |
| ROLLS-ROYCE PLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| AES PANAMA GENERATION HL | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.19% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ASHTEAD CAPITAL INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 0.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SBA TOWER TRUST | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ING ING GROEP NV | NON_COMPLIANT | 0.18% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SYENSQO FINANCE AMERICA | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ABG ASBURY AUTOMOTIVE GROUP | NON_COMPLIANT | 0.18% | AAOIFI96.6% Usmani32.3% Dow Jones Islamic82.3% S&P Shariah82.1% MSCI Islamic32.3% MSCI Islamic M-Series82.1% FTSE Shariah30.3% |
| MTB M&T BANK CORPORATION | NON_COMPLIANT | 0.18% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| BIMBO BAKERIES USA INC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| R RYDER SYSTEM INC | NON_COMPLIANT | 0.18% | AAOIFI89.3% Usmani52.5% Dow Jones Islamic114.3% S&P Shariah129.2% MSCI Islamic52.5% MSCI Islamic M-Series129.2% FTSE Shariah46.3% |
| UPS UNITED PARCEL SERVICE | NON_COMPLIANT | 0.18% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| 1128.HK WYNN MACAU LTD | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EURO CURRENCY / | UNSCREENED | 0.18% | no in-house ratios for this holding |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.18% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| UNITED AIR 2019-2 AA PTT | UNSCREENED | 0.18% | no in-house ratios for this holding |
| MAR MARRIOTT INTERNATIONAL | NON_COMPLIANT | 0.17% | AAOIFI1.6% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| Taco Bell Funding, LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| STORE Master Funding LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.17% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| PUGET ENERGY INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| ERAC USA FINANCE LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PNC FINANCIAL SERVICES | UNSCREENED | 0.17% | no in-house ratios for this holding |
| VOLKSWAGEN GROUP AMERICA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PFP III | UNSCREENED | 0.17% | no in-house ratios for this holding |
| REPUBLIC OF COLOMBIA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FDXF FEDEX FREIGHT HOLDING CO | COMPLIANT | 0.16% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| 4502.T TAKEDA PHARMACEUTICAL | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
The published standards disagree about this fund by 2 points of portfolio weight — 11.2% of it passes Dow Jones Islamic, 9.3% passes Usmani. 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 10.1% ratios fail on 31.0% 60.5% not rated under AAOIFI
ratios pass on 9.3% ratios fail on 24.3% 68.0% not rated under Usmani
ratios pass on 11.2% ratios fail on 29.5% 60.9% not rated under Dow Jones Islamic
ratios pass on 9.6% ratios fail on 30.0% 62.0% not rated under S&P Shariah
ratios pass on 9.3% ratios fail on 24.3% 68.0% not rated under MSCI Islamic
ratios pass on 9.6% ratios fail on 31.1% 60.9% not rated under MSCI Islamic M-Series
ratios pass on 9.9% ratios fail on 24.2% 67.5% not rated under FTSE Shariah
128 of 503 listed holdings carry our own per-methodology verdicts (43% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 104 (37% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| US TREASURY N/B | 0.99% |
| BAC BANK OF AMERICA CORP | 0.77% |
| MS MORGAN STANLEY | 0.69% |
| GS GOLDMAN SACHS GROUP INC | 0.65% |
| MET METLIFE INC | 0.64% |
| GM GENERAL MOTORS CO | 0.63% |
| BAC BANK OF AMERICA CORP | 0.59% |
| BNS.TO BANK OF NOVA SCOTIA | 0.58% |
| TFC TRUIST FINANCIAL CORP | 0.55% |
| WFC WELLS FARGO & COMPANY | 0.55% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
AAM Insight Select Income Fund (CPUCX) 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 |
|---|---|---|
| ITRX EUR XOV S45 5Y 06/20/31 /not matched to a ticker · short | 1.40% | Not screened |
| Goldman Sachs Financial Squarenot matched to a ticker | 1.30% | Not screened |
| US TREASURY N/Bnot matched to a ticker | 0.99% | Non-compliant |
| NVDANVIDIA CORP | 0.99% | Compliant |
| BACBANK OF AMERICA CORP | 0.77% | Non-compliant |
| UNITED MEXICAN STATESnot matched to a ticker | 0.71% | Not screened |
| MSMORGAN STANLEY | 0.69% | Non-compliant |
| GSGOLDMAN SACHS GROUP INC | 0.65% | Non-compliant |
| METMETLIFE INC | 0.64% | Non-compliant |
| GMGENERAL MOTORS CO | 0.63% | Non-compliant |
Top 10 of 503 holdings, 8.8% 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 CPUCX. 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) | 35.30 | NEUTRAL |
| Stochastic %K (14) | 20.17 | NEUTRAL |
| CCI (20) | -45.32 | NEUTRAL |
| Williams %R (14) | -79.83 | NEUTRAL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -0.33 | SELL |
| Momentum (10) | -0.03 | SELL |
| EMA (10) | 8.73 | SELL |
| SMA (10) | 8.71 | BUY |
| EMA (20) | 8.77 | SELL |
| SMA (20) | 8.78 | SELL |
| EMA (30) | 8.81 | SELL |
| SMA (30) | 8.83 | SELL |
| EMA (50) | 8.86 | SELL |
| SMA (50) | 8.88 | SELL |
| EMA (100) | 8.93 | SELL |
| SMA (100) | 8.96 | SELL |
| EMA (200) | 8.99 | SELL |
| SMA (200) | 9.02 | SELL |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.