Verdicts genuinely change. Free email alert the moment CTBRX'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 Total Return Bond Fund · COLUMBIA FUNDS SERIES TRUST I
1,207 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 111% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 50.48% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 58% turns out to be. Matching more holdings can only raise this share, never lower it.
40.08% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
1,207 holdings, 356 matched (48% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
2.69% of this portfolio’s income is non-permissible — weighted across holdings, computed over 9% of portfolio weight (150 of 1207 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 |
|---|---|---|---|
| COLUMBIA SHORT TERM CASH FUND | UNSCREENED | 4.28% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 1.73% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 1.56% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.23% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 1.18% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 1.08% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 1.04% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 1.02% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| UMBS, TBA | NON_COMPLIANT | 0.99% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.96% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.95% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.93% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.90% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.81% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Government National Mortgage Association | NON_COMPLIANT | 0.80% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.78% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.75% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.74% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.72% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.71% | no in-house ratios for this holding |
| Ballyrock Ltd | UNSCREENED | 0.70% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.69% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.67% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.63% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.63% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.61% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.60% | no in-house ratios for this holding |
| Palmer Square CLO Ltd | UNSCREENED | 0.58% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.57% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.56% | no in-house ratios for this holding |
| GoldenTree Loan Management US CLO, LTD | UNSCREENED | 0.56% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.56% | no in-house ratios for this holding |
| CIM Trust | UNSCREENED | 0.54% | no in-house ratios for this holding |
| BCAT261 | UNSCREENED | 0.53% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| Madison Park Funding Ltd | UNSCREENED | 0.52% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.51% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.51% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.51% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust Inc | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.50% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.49% | no in-house ratios for this holding |
| ITASCA PARK LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Basswood Park CLO Ltd | UNSCREENED | 0.48% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.48% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.47% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.45% | no in-house ratios for this holding |
| Oak Hill Credit | UNSCREENED | 0.45% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| COLT Funding LLC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| BACARDI LTD / MARTINI BV | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| ASPWP 29 1A | UNSCREENED | 0.42% | no in-house ratios for this holding |
| CIFC Funding Ltd | UNSCREENED | 0.42% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MFRA Trust | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| HTAP Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.37% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.37% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| Easy Street Mortgage Loan Trust | UNSCREENED | 0.36% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.36% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Government National Mortgage Association | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| Oak Hill Credit | UNSCREENED | 0.35% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.35% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.35% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| FMC GMSR ISSUER TRUST | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.34% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MPOWER Education Trust | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| Toorak Mortgage Corp. | UNSCREENED | 0.34% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.32% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| GEHC GE HEALTHCARE TECH INC | NON_COMPLIANT | 0.32% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| HOMES Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| CIFC Funding Ltd | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| ACRA Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| DOMINICAN REPUBLIC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| TSN TYSON FOODS INC | NON_COMPLIANT | 0.31% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Bain Capital Credit CLO, Limited | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| ITASCA PARK LLC (UNFUNDED) | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Turkiye Government International Bonds | UNSCREENED | 0.29% | no in-house ratios for this holding |
| BEIGNET INVESTOR LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| BP CAP MARKETS AMERICA | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Vericrest Opportunity Loan Transferee | UNSCREENED | 0.28% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| RTX RTX CORP | NON_COMPLIANT | 0.28% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| MRK MERCK & CO INC | COMPLIANT | 0.27% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| GCAT | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.25% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| 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% |
| CPB CAMPBELLS COMPANY/THE | NON_COMPLIANT | 0.24% | AAOIFI123.5% Usmani48.1% Dow Jones Islamic84.1% S&P Shariah75.7% MSCI Islamic47.6% MSCI Islamic M-Series75.7% FTSE Shariah45.6% |
| 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% |
| Freddie Mac | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Pagaya Point of Sale Holdings Grantor Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.23% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| SAIF Securitization Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| COLT Funding LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Cross Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.22% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| HOMES Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| EDGEX Issuer Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Saluda Grade Alternative Mortgage Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| UNLOCK HEA TRUST | UNSCREENED | 0.21% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.21% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| NOC NORTHROP GRUMMAN CORP | NON_COMPLIANT | 0.21% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| RCO Mortgage LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.20% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| GCAT | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| REPUBLIC OF PERU | UNSCREENED | 0.19% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.19% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.19% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| CANADIAN PACIFIC RAILWAY | 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% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.18% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Freddie Mac - STACR | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| MPOWER Education Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.17% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GITSIT Mortgage Loan Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SFO Commerical Mortgage Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.17% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| COLT Funding LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Toorak Mortgage Corp. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.16% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| Wells Fargo Commercial Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BACARDI LTD | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Cross Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| COLT Funding LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.16% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.16% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Government National Mortgage Association | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| CARR CARRIER GLOBAL CORP | COMPLIANT | 0.15% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| Freddie Mac | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Upgrade Master Pass-Thru Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| EIX EDISON INTERNATIONAL | NON_COMPLIANT | 0.15% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| PT PERTAMINA (PERSERO) | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| REPUBLIC OF GUATEMALA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| DTE DTE ENERGY CO | NON_COMPLIANT | 0.14% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| Republic of South Africa Government International Bonds | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Reach Financial LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| QTS FAYETTEV I DC1-2/TRS | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Perusahaan Perseroan Persero PT Perusahaan Listrik Negara | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.13% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| OCCIDENTAL PETROLEUM COR | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Deephaven Residential Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BACARDI-MARTINI BV | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Madison Park Funding Ltd | UNSCREENED | 0.13% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.13% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| NXP BV/NXP FDG/NXP USA | UNSCREENED | 0.13% | no in-house ratios for this holding |
| COLT Funding LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Deephaven Residential Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Truist Bank Auto Credit-Linked Notes | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.12% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Government National Mortgage Association | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| NI NISOURCE INC | NON_COMPLIANT | 0.12% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| EDGEX Issuer Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| REPUBLIC OF TURKIYE | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| BA.L BAE SYSTEMS PLC | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Freddie Mac - STACR | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Hilton Grand Vacations Borrower LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| CHNGE Mortgage Trust 2022-1 | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FED REPUBLIC OF BRAZIL | UNSCREENED | 0.11% | no in-house ratios for this holding |
| VIRGINIA ELEC & POWER CO | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| HTAP Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CHNGE Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Upstart Securitization Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Star Parent Inc | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| DP WORLD LTD UAE | UNSCREENED | 0.11% | no in-house ratios for this holding |
| OPAL BIDCO SAS | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Legacy Mortgage Asset Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 5.3% of it passes Dow Jones Islamic, 4.3% 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 4.8% ratios fail on 8.1% 98.3% not rated under AAOIFI
ratios pass on 4.6% ratios fail on 5.9% 100.7% not rated under Usmani
ratios pass on 5.3% ratios fail on 7.7% 98.2% not rated under Dow Jones Islamic
ratios pass on 5.0% ratios fail on 7.8% 98.5% not rated under S&P Shariah
ratios pass on 4.3% ratios fail on 6.0% 101.0% not rated under MSCI Islamic
ratios pass on 5.0% ratios fail on 8.0% 98.3% not rated under MSCI Islamic M-Series
ratios pass on 4.9% ratios fail on 5.7% 100.7% not rated under FTSE Shariah
101 of 1,207 listed holdings carry our own per-methodology verdicts (13% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 86 (12% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UMBS, TBA | 1.73% |
| Government National Mortgage Association | 1.56% |
| Fannie Mae | 1.23% |
| UMBS, TBA | 1.18% |
| Government National Mortgage Association | 1.08% |
| UMBS, TBA | 1.04% |
| JPM JPMORGAN CHASE & CO | 1.02% |
| UMBS, TBA | 0.99% |
| Freddie Mac | 0.96% |
| Freddie Mac | 0.95% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Columbia Total Return Bond Fund (CTBRX) 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 |
|---|---|---|
| COLUMBIA SHORT TERM CASH FUNDnot matched to a ticker | 4.28% | Not screened |
| UMBS, TBAnot matched to a ticker | 1.73% | Non-compliant |
| Government National Mortgage Associationnot matched to a ticker | 1.56% | Non-compliant |
| Fannie Maenot matched to a ticker | 1.23% | Non-compliant |
| UMBS, TBAnot matched to a ticker | 1.18% | Non-compliant |
| Government National Mortgage Associationnot matched to a ticker | 1.08% | Non-compliant |
| UMBS, TBAnot matched to a ticker | 1.04% | Non-compliant |
| JPMJPMORGAN CHASE & CO | 1.02% | Non-compliant |
| UMBS, TBAnot matched to a ticker | 0.99% | Non-compliant |
| Freddie Macnot matched to a ticker | 0.96% | Non-compliant |
Top 10 of 1207 holdings, 15.1% 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 CTBRX. 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) | 38.60 | NEUTRAL |
| Stochastic %K (14) | 28.81 | NEUTRAL |
| CCI (20) | -40.39 | NEUTRAL |
| Williams %R (14) | -71.19 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | -0.16 | SELL |
| Momentum (10) | -0.05 | SELL |
| EMA (10) | 28.88 | SELL |
| SMA (10) | 28.81 | BUY |
| EMA (20) | 29.00 | SELL |
| SMA (20) | 28.99 | SELL |
| EMA (30) | 29.12 | SELL |
| SMA (30) | 29.19 | SELL |
| EMA (50) | 29.29 | SELL |
| SMA (50) | 29.41 | SELL |
| EMA (100) | 29.49 | SELL |
| SMA (100) | 29.62 | SELL |
| EMA (200) | 29.61 | SELL |
| SMA (200) | 29.72 | 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.