Verdicts genuinely change. Free email alert the moment CSMDX'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.
Copeland SMID Cap Dividend Growth Fund · Copeland Trust
71 holdings
NON-COMPLIANT 28.87% of portfolio weight is in non-compliant holdings, over the 5% threshold.
71 holdings, 61 matched (88% of weight). Portfolio as of 2026-05-31, filed 2026-07-24. Source: SEC Form N-PORT.
0.85% of this portfolio’s income is non-permissible — weighted across holdings, computed over 75% of portfolio weight (52 of 71 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.
55.6% compliant 3.8% questionable 28.9% non-compliant 11.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AAON AAON INC | COMPLIANT | 2.59% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LFUS LITTELFUSE INC | COMPLIANT | 2.47% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| NVT NVENT ELECTRIC PLC | COMPLIANT | 2.44% | AAOIFI6.2% Usmani22.8% Dow Jones Islamic10.2% S&P Shariah11.5% MSCI Islamic22.8% MSCI Islamic M-Series11.5% FTSE Shariah20.9% |
| KLIC KULICKE AND SOFFA INDUSTRIES INC | COMPLIANT | 2.39% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic2.9% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| WCC WESCO INTERNATIONAL INC | NON_COMPLIANT | 2.38% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| VMI VALMONT INDUSTRIES INC | COMPLIANT | 2.32% | AAOIFI9.4% Usmani25.2% Dow Jones Islamic11.5% S&P Shariah13.0% MSCI Islamic25.2% MSCI Islamic M-Series13.0% FTSE Shariah21.1% |
| PSMT PRICESMART INC | QUESTIONABLE | 2.14% | AAOIFI6.0% Usmani12.8% Dow Jones Islamic8.6% S&P Shariah9.8% MSCI Islamic12.8% MSCI Islamic M-Series9.8% FTSE Shariah7.1% |
| POWI POWER INTEGRATIONS INC | COMPLIANT | 2.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CGNX COGNEX CORP | COMPLIANT | 2.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RS RELIANCE INC | COMPLIANT | 1.87% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| YOU CLEAR SECURE INC | COMPLIANT | 1.80% | AAOIFI1.5% Usmani7.0% Dow Jones Islamic2.3% S&P Shariah2.8% MSCI Islamic7.0% MSCI Islamic M-Series2.8% FTSE Shariah0.0% |
| DTM DT MIDSTREAM INC | COMPLIANT | 1.77% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| LSTR LANDSTAR SYSTEM INC | COMPLIANT | 1.74% | AAOIFI0.0% Usmani4.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| HXL HEXCEL CORP | COMPLIANT | 1.72% | AAOIFI13.9% Usmani35.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic35.1% MSCI Islamic M-Series0.0% FTSE Shariah35.1% |
| ENSG ENSIGN GROUP INC (THE) | COMPLIANT | 1.70% | AAOIFI22.6% Usmani39.1% Dow Jones Islamic24.0% S&P Shariah26.7% MSCI Islamic39.1% MSCI Islamic M-Series26.7% FTSE Shariah2.4% |
| NDSN NORDSON CORP | COMPLIANT | 1.70% | AAOIFI9.1% Usmani27.3% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic27.0% MSCI Islamic M-Series11.8% FTSE Shariah25.9% |
| CTRE CARETRUST REIT INC | NON_COMPLIANT | 1.70% | AAOIFI14.0% Usmani20.3% Dow Jones Islamic17.7% S&P Shariah21.9% MSCI Islamic20.3% MSCI Islamic M-Series21.9% FTSE Shariah20.3% |
| NYT NEW YORK TIMES COMPANY (THE) | QUESTIONABLE | 1.66% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RYMAN HOSPITALITY PROPERTIES INC | UNSCREENED | 1.66% | no in-house ratios for this holding |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 1.65% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| BRUNSWICK CORP | UNSCREENED | 1.59% | no in-house ratios for this holding |
| DKS DICKS SPORTING GOODS INC | NON_COMPLIANT | 1.56% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| TRAVEL PLUS LEISURE COMPANY | UNSCREENED | 1.55% | no in-house ratios for this holding |
| LMAT LEMAITRE VASCULAR INC | COMPLIANT | 1.52% | AAOIFI1.2% Usmani3.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic3.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| DGX QUEST DIAGNOSTICS INC | COMPLIANT | 1.51% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| MTDR MATADOR RESOURCES COMPANY | NON_COMPLIANT | 1.51% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| TRNO TERRENO REALTY CORP | COMPLIANT | 1.51% | AAOIFI13.1% Usmani16.5% Dow Jones Islamic15.2% S&P Shariah16.2% MSCI Islamic16.5% MSCI Islamic M-Series16.2% FTSE Shariah16.5% |
| SNX TD SYNNEX CORP | COMPLIANT | 1.51% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| AZZ AZZ INC | COMPLIANT | 1.49% | AAOIFI12.6% Usmani24.1% Dow Jones Islamic16.2% S&P Shariah19.3% MSCI Islamic23.4% MSCI Islamic M-Series19.3% FTSE Shariah21.3% |
| CASY CASEY'S GENERAL STORES INC | NON_COMPLIANT | 1.43% | AAOIFI13.4% Usmani31.8% Dow Jones Islamic13.9% S&P Shariah16.3% MSCI Islamic31.8% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| HOMB HOME BANCSHARES INC | NON_COMPLIANT | 1.42% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MORN MORNINGSTAR INC | COMPLIANT | 1.41% | AAOIFI25.6% Usmani48.7% Dow Jones Islamic18.5% S&P Shariah17.7% MSCI Islamic48.7% MSCI Islamic M-Series17.7% FTSE Shariah43.9% |
| SFBS SERVISFIRST BANCSHARES INC | NON_COMPLIANT | 1.41% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CHESAPEAKE UTILITIES CORP | UNSCREENED | 1.36% | no in-house ratios for this holding |
| STE STERIS PLC | COMPLIANT | 1.36% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| CHDN CHURCHILL DOWNS INC | NON_COMPLIANT | 1.33% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CSL CARLISLE COMPANIES INC | COMPLIANT | 1.33% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TRU TRANSUNION | NON_COMPLIANT | 1.31% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| PRDO PERDOCEO EDUCATION CORP | NON_COMPLIANT | 1.29% | AAOIFI2.3% Usmani4.2% Dow Jones Islamic2.5% S&P Shariah2.9% MSCI Islamic3.6% MSCI Islamic M-Series2.9% FTSE Shariah0.0% |
| RGLD ROYAL GOLD INC | COMPLIANT | 1.29% | AAOIFI1.8% Usmani4.2% Dow Jones Islamic2.7% S&P Shariah3.3% MSCI Islamic4.2% MSCI Islamic M-Series3.3% FTSE Shariah4.2% |
| PRI PRIMERICA INC | NON_COMPLIANT | 1.28% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EE EXCELERATE ENERGY INC | NON_COMPLIANT | 1.28% | AAOIFI27.9% Usmani29.7% Dow Jones Islamic31.2% S&P Shariah36.8% MSCI Islamic25.9% MSCI Islamic M-Series36.8% FTSE Shariah22.2% |
| PEGA PEGASYSTEMS INC | COMPLIANT | 1.27% | AAOIFI1.2% Usmani5.2% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic5.2% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| OLED UNIVERSAL DISPLAY CORP | NON_COMPLIANT | 1.25% | AAOIFI0.6% Usmani2.0% Dow Jones Islamic0.4% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| CHE CHEMED CORP | COMPLIANT | 1.24% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| NSSC NAPCO SECURITY TECHNOLOGIES INC | COMPLIANT | 1.21% | AAOIFI0.4% Usmani2.2% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic2.2% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| BIPC BROOKFIELD INFRASTRUCTURE CORP | NON_COMPLIANT | 1.20% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KBR KBR INC | NON_COMPLIANT | 1.19% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| COHEN & STEERS INC | UNSCREENED | 1.18% | no in-house ratios for this holding |
| KNSL KINSALE CAPITAL GROUP INC | NON_COMPLIANT | 1.18% | AAOIFI2.6% Usmani3.5% Dow Jones Islamic2.3% S&P Shariah2.3% MSCI Islamic3.5% MSCI Islamic M-Series2.3% FTSE Shariah3.5% |
| BSY BENTLEY SYSTEMS INC | COMPLIANT | 1.18% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FSV FIRSTSERVICE CORP | COMPLIANT | 1.15% | AAOIFI15.2% Usmani32.3% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic32.3% MSCI Islamic M-Series18.9% FTSE Shariah25.3% |
| JKHY JACK HENRY & ASSOCIATES INC | COMPLIANT | 1.12% | AAOIFI1.1% Usmani4.1% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic4.1% MSCI Islamic M-Series1.1% FTSE Shariah2.9% |
| VLTO VERALTO CORP | COMPLIANT | 1.07% | AAOIFI12.4% Usmani37.5% Dow Jones Islamic11.8% S&P Shariah12.2% MSCI Islamic37.5% MSCI Islamic M-Series12.2% FTSE Shariah34.8% |
| ACUITY INC | UNSCREENED | 1.07% | no in-house ratios for this holding |
| SXI STANDEX INTERNATIONAL CORP | COMPLIANT | 1.06% | AAOIFI17.2% Usmani35.7% Dow Jones Islamic21.5% S&P Shariah23.8% MSCI Islamic35.7% MSCI Islamic M-Series23.8% FTSE Shariah32.7% |
| BOOZ ALLEN HAMILTON HOLDING CORP | UNSCREENED | 1.03% | no in-house ratios for this holding |
| GFL GFL ENVIRONMENTAL INC | NON_COMPLIANT | 1.03% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| U.S. PHYSICAL THERAPY INC | UNSCREENED | 1.02% | no in-house ratios for this holding |
| HLNE HAMILTON LANE INC | NON_COMPLIANT | 1.01% | AAOIFI5.8% Usmani10.8% Dow Jones Islamic3.9% S&P Shariah4.0% MSCI Islamic10.8% MSCI Islamic M-Series4.0% FTSE Shariah10.8% |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 0.98% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| WING WINGSTOP INC | NON_COMPLIANT | 0.96% | AAOIFI41.6% Usmani193.4% Dow Jones Islamic17.4% S&P Shariah16.3% MSCI Islamic193.4% MSCI Islamic M-Series16.3% FTSE Shariah184.0% |
| DPZ DOMINO'S PIZZA INC | NON_COMPLIANT | 0.96% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| TPB TURNING POINT BRANDS INC | COMPLIANT | 0.93% | AAOIFI19.7% Usmani34.4% Dow Jones Islamic20.0% S&P Shariah25.7% MSCI Islamic34.4% MSCI Islamic M-Series25.7% FTSE Shariah34.4% |
| ATR APTARGROUP INC | COMPLIANT | 0.86% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| UFPI UFP INDUSTRIES INC | COMPLIANT | 0.80% | AAOIFI8.9% Usmani9.9% Dow Jones Islamic6.9% S&P Shariah6.6% MSCI Islamic9.9% MSCI Islamic M-Series6.6% FTSE Shariah5.7% |
| BPOP POPULAR INC | NON_COMPLIANT | 0.73% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NORTHERN INSTITUTIONAL FUNDS | UNSCREENED | 0.53% | no in-house ratios for this holding |
| SOLS SOLSTICE ADVANCED MATERIALS INC | COMPLIANT | 0.50% | AAOIFI19.5% Usmani35.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic33.3% MSCI Islamic M-Seriespass FTSE Shariah33.3% |
| BWX TECHNOLOGIES INC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| FCFS FIRSTCASH HOLDINGS INC | NON_COMPLIANT | 0.49% | AAOIFI27.6% Usmani49.3% Dow Jones Islamic40.0% S&P Shariah44.0% MSCI Islamic49.3% MSCI Islamic M-Series44.0% FTSE Shariah42.8% |
The published standards disagree about this fund by 24 points of portfolio weight — 62.3% of it passes AAOIFI, 37.8% 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 62.3% ratios fail on 20.2% 17.3% not rated under AAOIFI
ratios pass on 37.8% ratios fail on 39.1% 22.9% not rated under Usmani
ratios pass on 58.6% ratios fail on 23.0% 18.2% not rated under Dow Jones Islamic
ratios pass on 55.3% ratios fail on 26.4% 18.2% not rated under S&P Shariah
ratios pass on 42.7% ratios fail on 38.8% 18.3% not rated under MSCI Islamic
ratios pass on 54.1% ratios fail on 27.6% 18.2% not rated under MSCI Islamic M-Series
ratios pass on 49.2% ratios fail on 30.9% 19.6% not rated under FTSE Shariah
61 of 71 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 56 (80% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| WCC WESCO INTERNATIONAL INC | 2.38% |
| CTRE CARETRUST REIT INC | 1.70% |
| DKS DICKS SPORTING GOODS INC | 1.56% |
| MTDR MATADOR RESOURCES COMPANY | 1.51% |
| CASY CASEY'S GENERAL STORES INC | 1.43% |
| HOMB HOME BANCSHARES INC | 1.42% |
| SFBS SERVISFIRST BANCSHARES INC | 1.41% |
| CHDN CHURCHILL DOWNS INC | 1.33% |
| TRU TRANSUNION | 1.31% |
| PRDO PERDOCEO EDUCATION CORP | 1.29% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Copeland SMID Cap Dividend Growth Fund (CSMDX) 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 |
|---|---|---|
| AAONAAON INC | 2.59% | Compliant |
| LFUSLITTELFUSE INC | 2.47% | Compliant |
| NVTNVENT ELECTRIC PLC | 2.44% | Compliant |
| KLICKULICKE AND SOFFA INDUSTRIES INC | 2.39% | Compliant |
| WCCWESCO INTERNATIONAL INC | 2.38% | Non-compliant |
| VMIVALMONT INDUSTRIES INC | 2.32% | Compliant |
| PSMTPRICESMART INC | 2.14% | Questionable |
| POWIPOWER INTEGRATIONS INC | 2.05% | Compliant |
| CGNXCOGNEX CORP | 2.04% | Compliant |
| RSRELIANCE INC | 1.87% | Compliant |
Top 10 of 71 holdings, 22.7% 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 CSMDX. 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 5 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) | 48.30 | NEUTRAL |
| Stochastic %K (14) | 85.00 | SELL |
| CCI (20) | 87.89 | NEUTRAL |
| Williams %R (14) | -15.00 | SELL |
| MACD (12,26,9) | 0.06 | BUY |
| ROC (10) | 0.93 | BUY |
| Momentum (10) | 0.15 | BUY |
| EMA (10) | 16.27 | BUY |
| SMA (10) | 16.26 | BUY |
| EMA (20) | 16.31 | BUY |
| SMA (20) | 16.21 | BUY |
| EMA (30) | 16.40 | SELL |
| SMA (30) | 16.34 | SELL |
| EMA (50) | 16.57 | SELL |
| SMA (50) | 16.72 | SELL |
| EMA (100) | 16.70 | SELL |
| SMA (100) | 16.96 | SELL |
| EMA (200) | 16.46 | SELL |
| SMA (200) | 16.70 | 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.