Verdicts genuinely change. Free email alert the moment CTRCX'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.
Calamos Total Return Bond Fund · CALAMOS INVESTMENT TRUST/IL
165 holdings
NON-COMPLIANT 66.00% of portfolio weight is in non-compliant holdings, over the 5% threshold.
48.28% 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.
165 holdings, 111 matched (76% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
2.50% of this portfolio’s income is non-permissible — weighted across holdings, computed over 21% of portfolio weight (56 of 165 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.
7.6% compliant 0.5% questionable 66.0% non-compliant 23.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| United States Treasury | NON_COMPLIANT | 2.63% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 2.42% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 2.38% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 2.38% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 2.33% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.12% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.11% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.10% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.08% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 2.08% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.76% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.75% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.73% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.57% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.54% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.51% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.47% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.41% | no in-house ratios for this holding |
| State Street Global Advisors | UNSCREENED | 1.37% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.26% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.21% | no in-house ratios for this holding |
| SMBC AVIATION CAPITAL FI | UNSCREENED | 1.09% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.99% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.86% | no in-house ratios for this holding |
| LSEG FINANCE PLC | UNSCREENED | 0.84% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.80% | no in-house ratios for this holding |
| USAA CAPITAL CORP | UNSCREENED | 0.79% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.77% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.76% | no in-house ratios for this holding |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.58% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury | NON_COMPLIANT | 0.58% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.56% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| JNJ JOHNSON & JOHNSON | COMPLIANT | 0.56% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| IFC.TO INTACT FINANCIAL CORP | NON_COMPLIANT | 0.56% | AAOIFI11.3% Usmani9.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic8.4% MSCI Islamic M-Seriesfail FTSE Shariah8.4% |
| SO SOUTHERN CO | NON_COMPLIANT | 0.55% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| GL GLOBE LIFE INC | NON_COMPLIANT | 0.54% | AAOIFI22.0% Usmani9.3% Dow Jones Islamic27.1% S&P Shariah28.2% MSCI Islamic9.3% MSCI Islamic M-Series28.2% FTSE Shariah9.3% |
| AAPL APPLE INC | COMPLIANT | 0.54% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| Hertz Vehicle Financing LLC | UNSCREENED | 0.54% | no in-house ratios for this holding |
| BP CAPITAL MARKETS PLC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| ANHEUSER-BUSCH INBEV WOR | UNSCREENED | 0.52% | no in-house ratios for this holding |
| ADM ARCHER-DANIELS-MIDLAND C | COMPLIANT | 0.52% | AAOIFI21.9% Usmani16.7% Dow Jones Islamic31.3% S&P Shariah30.5% MSCI Islamic16.7% MSCI Islamic M-Series30.5% FTSE Shariah14.2% |
| BERKSHIRE HATHAWAY FIN | UNSCREENED | 0.51% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.50% | no in-house ratios for this holding |
| PARTNERRE FINANCE B LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| COST COSTCO WHOLESALE CORP | QUESTIONABLE | 0.49% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HSY HERSHEY COMPANY | COMPLIANT | 0.49% | AAOIFI15.8% Usmani39.9% Dow Jones Islamic13.9% S&P Shariah13.9% MSCI Islamic39.4% MSCI Islamic M-Series13.9% FTSE Shariah37.1% |
| ENTERGY TEXAS INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| BERKSHIRE HATHAWAY ENERG | UNSCREENED | 0.47% | no in-house ratios for this holding |
| DUKE ENERGY CAROLINAS | UNSCREENED | 0.47% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.47% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| PUBLIC SERVICE ELECTRIC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| NORTHERN STATES PWR-WISC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| BANK OF NY MELLON CORP | UNSCREENED | 0.45% | no in-house ratios for this holding |
| ESNT ESSENT GROUP LTD | NON_COMPLIANT | 0.45% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ZTS ZOETIS INC | NON_COMPLIANT | 0.45% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| ELAN ELANCO ANIMAL HEALTH INC | NON_COMPLIANT | 0.45% | AAOIFI31.2% Usmani27.5% Dow Jones Islamic41.7% S&P Shariah45.2% MSCI Islamic27.5% MSCI Islamic M-Series45.2% FTSE Shariah27.5% |
| AMAT APPLIED MATERIALS INC | COMPLIANT | 0.44% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| CFG CITIZENS FINANCIAL GROUP | NON_COMPLIANT | 0.44% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| UNITED AIR 2019-1 A PTT | UNSCREENED | 0.44% | no in-house ratios for this holding |
| MET METLIFE INC | NON_COMPLIANT | 0.44% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| ESSEX PORTFOLIO LP | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.44% | no in-house ratios for this holding |
| US BANCORP | UNSCREENED | 0.44% | no in-house ratios for this holding |
| TAKE-TWO INTERACTIVE SOF | UNSCREENED | 0.44% | no in-house ratios for this holding |
| FNB CORP | UNSCREENED | 0.44% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.44% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| MTB M&T BANK CORPORATION | NON_COMPLIANT | 0.44% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| EPR EPR PROPERTIES | NON_COMPLIANT | 0.44% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 0.43% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| TSCO TRACTOR SUPPLY CO | NON_COMPLIANT | 0.43% | AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7% |
| NVDA NVIDIA CORP | COMPLIANT | 0.43% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| AJG ARTHUR J GALLAGHER & CO | NON_COMPLIANT | 0.43% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| SCF Equipment Trust Llc | UNSCREENED | 0.43% | no in-house ratios for this holding |
| SVC ABS LLC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.43% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| GLOBAL NET LEASE INC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.43% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| Government National Mortgage Association | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| AVOLON HOLDINGS FNDG LTD | UNSCREENED | 0.43% | no in-house ratios for this holding |
| CBRE SERVICES INC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| LOW LOWE'S COS INC | NON_COMPLIANT | 0.42% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| TD TORONTO-DOMINION BANK | NON_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% |
| INTERCONTINENTALEXCHANGE | UNSCREENED | 0.42% | no in-house ratios for this holding |
| MTH MERITAGE HOMES CORP | NON_COMPLIANT | 0.42% | AAOIFI13.3% Usmani7.6% Dow Jones Islamic11.3% S&P Shariah11.0% MSCI Islamic7.6% MSCI Islamic M-Series11.0% FTSE Shariah7.6% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.42% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.42% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| T AT&T INC | NON_COMPLIANT | 0.42% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| CARGILL INC | UNSCREENED | 0.42% | no in-house ratios for this holding |
| CON EDISON CO OF NY INC | UNSCREENED | 0.42% | no in-house ratios for this holding |
| GIB CGI INC | COMPLIANT | 0.41% | AAOIFI13.9% Usmani16.1% Dow Jones Islamic10.4% S&P Shariah10.0% MSCI Islamic16.1% MSCI Islamic M-Series10.0% FTSE Shariah16.1% |
| VMWARE LLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| KMB KIMBERLY-CLARK CORP | COMPLIANT | 0.41% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| PLD PROLOGIS LP | COMPLIANT | 0.41% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| BX Trust 2019-OC11 | UNSCREENED | 0.41% | no in-house ratios for this holding |
| NKE NIKE INC | COMPLIANT | 0.41% | AAOIFI19.4% Usmani28.7% Dow Jones Islamic21.0% S&P Shariah18.2% MSCI Islamic28.7% MSCI Islamic M-Series18.2% FTSE Shariah20.7% |
| BURLINGTN NORTH SANTA FE | UNSCREENED | 0.41% | no in-house ratios for this holding |
| ITW ILLINOIS TOOL WORKS INC | COMPLIANT | 0.40% | AAOIFI12.7% Usmani58.8% Dow Jones Islamic13.1% S&P Shariah13.4% MSCI Islamic58.8% MSCI Islamic M-Series13.4% FTSE Shariah58.8% |
| JETBLUE 2019-1 CLASS AA | UNSCREENED | 0.40% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.40% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| CMI CUMMINS INC | COMPLIANT | 0.40% | AAOIFI9.7% Usmani21.0% Dow Jones Islamic12.1% S&P Shariah14.2% MSCI Islamic21.0% MSCI Islamic M-Series14.2% FTSE Shariah19.3% |
| HON HONEYWELL INTERNATIONAL | NON_COMPLIANT | 0.39% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| ESSENTIAL PROPER | UNSCREENED | 0.39% | no in-house ratios for this holding |
| RPRX ROYALTY PHARMA PLC | NON_COMPLIANT | 0.39% | AAOIFI24.4% Usmani45.2% Dow Jones Islamic60.3% S&P Shariah67.3% MSCI Islamic45.2% MSCI Islamic M-Series67.3% FTSE Shariah45.2% |
| BLK BLACKROCK INC | NON_COMPLIANT | 0.39% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| PRI PRIMERICA INC | NON_COMPLIANT | 0.39% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PUBLIC STORAGE OP CO | UNSCREENED | 0.39% | no in-house ratios for this holding |
| GLP CAPITAL LP / FIN II | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| NOVARTIS CAPITAL CORP | UNSCREENED | 0.37% | no in-house ratios for this holding |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.36% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| CHUBB INA HOLDINGS LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| HA SUSTAINABLE INF CAP | UNSCREENED | 0.34% | no in-house ratios for this holding |
| AIR CANADA 2015-2AA PTT | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| FIRST CITIZENS BANCSHARE | UNSCREENED | 0.33% | no in-house ratios for this holding |
| PARA PARAMOUNT GLOBAL | NON_COMPLIANT | 0.33% | AAOIFI1.1% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GABX LEASING | UNSCREENED | 0.32% | no in-house ratios for this holding |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.32% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| Government National Mortgage Association | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| KAISER FOUNDATION HOSPIT | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ALASKA AIRLINES 2020 TR | UNSCREENED | 0.31% | no in-house ratios for this holding |
| TRV TRAVELERS COS INC | NON_COMPLIANT | 0.31% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| BROOKFIELD FINANCE INC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.26% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| PAYX PAYCHEX INC | COMPLIANT | 0.26% | AAOIFI13.2% Usmani29.6% Dow Jones Islamic10.7% S&P Shariah11.0% MSCI Islamic29.6% MSCI Islamic M-Series11.0% FTSE Shariah29.1% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.26% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| SNPS SYNOPSYS INC | COMPLIANT | 0.26% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| INTU INTUIT INC | COMPLIANT | 0.26% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.26% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.26% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| MATTEL INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ELFI Graduate Loan Program LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| DVA DAVITA INC | NON_COMPLIANT | 0.25% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| EPC EDGEWELL PERSONAL CARE | NON_COMPLIANT | 0.25% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| TWLO TWILIO INC | COMPLIANT | 0.25% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| TTMI TTM TECHNOLOGIES INC | COMPLIANT | 0.25% | AAOIFI8.2% Usmani25.0% Dow Jones Islamic15.5% S&P Shariah20.8% MSCI Islamic24.6% MSCI Islamic M-Series20.8% FTSE Shariah22.0% |
| ROP ROPER TECHNOLOGIES INC | NON_COMPLIANT | 0.25% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| MHO M/I HOMES INC | 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% |
| AFFILIATED MANAGERS GROU | UNSCREENED | 0.25% | no in-house ratios for this holding |
| USAA Auto Owner Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| FTNT FORTINET INC | COMPLIANT | 0.23% | AAOIFI0.4% Usmani4.6% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic4.6% MSCI Islamic M-Series0.8% FTSE Shariah4.6% |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CLI Funding LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| BATH & BODY WORKS INC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.22% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.22% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| AMH AMERICAN HOMES 4 RENT | NON_COMPLIANT | 0.22% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| 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% |
| BRITISH AIR 19-1 A PTT | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| GSY.TO GOEASY LTD | NON_COMPLIANT | 0.21% | AAOIFI684.3% Usmani81.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic80.3% MSCI Islamic M-Seriesfail FTSE Shariah80.3% |
| PPC PILGRIM'S PRIDE CORP | NON_COMPLIANT | 0.21% | AAOIFI43.6% Usmani31.0% Dow Jones Islamic33.3% S&P Shariah37.2% MSCI Islamic31.0% MSCI Islamic M-Series37.2% FTSE Shariah28.5% |
| Fannie Mae | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.18% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GOLDMAN SACHS PRIVATE CR | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| ZBRA ZEBRA TECHNOLOGIES CORP | COMPLIANT | 0.11% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
The published standards disagree about this fund by 4 points of portfolio weight — 11.6% of it passes Dow Jones Islamic, 7.8% 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 10.0% ratios fail on 14.3% 73.0% not rated under AAOIFI
ratios pass on 7.8% ratios fail on 13.0% 76.5% not rated under Usmani
ratios pass on 11.6% ratios fail on 12.7% 73.0% not rated under Dow Jones Islamic
ratios pass on 11.6% ratios fail on 12.7% 73.0% not rated under S&P Shariah
ratios pass on 7.8% ratios fail on 14.1% 75.4% not rated under MSCI Islamic
ratios pass on 11.6% ratios fail on 12.7% 73.0% not rated under MSCI Islamic M-Series
ratios pass on 9.4% ratios fail on 12.6% 75.3% not rated under FTSE Shariah
68 of 165 listed holdings carry our own per-methodology verdicts (26% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 65 (25% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States Treasury | 2.63% |
| Fannie Mae | 2.42% |
| Fannie Mae | 2.38% |
| Fannie Mae | 2.38% |
| Fannie Mae | 2.33% |
| United States Treasury | 2.12% |
| United States Treasury | 2.11% |
| United States Treasury | 2.10% |
| United States Treasury | 2.08% |
| Fannie Mae | 2.08% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Calamos Total Return Bond Fund (CTRCX) 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 |
|---|---|---|
| United States Treasurynot matched to a ticker | 2.63% | Non-compliant |
| Fannie Maenot matched to a ticker | 2.42% | Non-compliant |
| Fannie Maenot matched to a ticker | 2.38% | Non-compliant |
| Fannie Maenot matched to a ticker | 2.38% | Non-compliant |
| Fannie Maenot matched to a ticker | 2.33% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.12% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.11% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.10% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.08% | Non-compliant |
| Fannie Maenot matched to a ticker | 2.08% | Non-compliant |
Top 10 of 165 holdings, 22.6% 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 CTRCX. 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) | 35.50 | NEUTRAL |
| Stochastic %K (14) | 21.05 | NEUTRAL |
| CCI (20) | -46.32 | NEUTRAL |
| Williams %R (14) | -78.95 | NEUTRAL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -0.46 | SELL |
| Momentum (10) | -0.04 | SELL |
| EMA (10) | 8.64 | SELL |
| SMA (10) | 8.62 | BUY |
| EMA (20) | 8.68 | SELL |
| SMA (20) | 8.69 | SELL |
| EMA (30) | 8.72 | SELL |
| SMA (30) | 8.74 | SELL |
| EMA (50) | 8.77 | SELL |
| SMA (50) | 8.80 | SELL |
| EMA (100) | 8.83 | SELL |
| SMA (100) | 8.87 | SELL |
| EMA (200) | 8.89 | SELL |
| SMA (200) | 8.92 | 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.