Verdicts genuinely change. Free email alert the moment CULAX'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.
Calvert Ultra-Short Duration Income Fund · Calvert Fund
258 holdings
NON-COMPLIANT At least 59.29% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 38% turns out to be. Matching more holdings can only raise this share, never lower it.
27.48% 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.
258 holdings, 105 matched (62% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
17.63% of this portfolio’s income is non-permissible — weighted across holdings, computed over 19% of portfolio weight (34 of 258 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 |
|---|---|---|---|
| United States Treasury | NON_COMPLIANT | 9.38% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 6.94% | no in-house ratios for this holding |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 3.68% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 2.45% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 2.03% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 1.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BIRG.IR BANK OF IRELAND GROUP | NON_COMPLIANT | 1.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 1.15% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 1.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RCI-B.TO Rogers Communications Inc | NON_COMPLIANT | 1.00% | AAOIFI162.3% Usmani52.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic49.1% MSCI Islamic M-Seriesfail FTSE Shariah49.1% |
| Brookfield BRP Holdings Canada Inc | UNSCREENED | 1.00% | no in-house ratios for this holding |
| SFD SMITHFIELD FOODS INC | COMPLIANT | 0.99% | AAOIFI27.7% Usmani19.9% Dow Jones Islamic29.3% S&P Shariahpass MSCI Islamic19.9% MSCI Islamic M-Seriespass FTSE Shariah16.7% |
| TRUIST BANK | UNSCREENED | 0.99% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.94% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.94% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.93% | no in-house ratios for this holding |
| ING ING GROEP NV | NON_COMPLIANT | 0.91% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VOLKSWAGEN GROUP AMERICA | UNSCREENED | 0.80% | no in-house ratios for this holding |
| STELLANTIS FIN US INC | UNSCREENED | 0.76% | no in-house ratios for this holding |
| DELTA AIR LINES/SKYMILES | UNSCREENED | 0.74% | no in-house ratios for this holding |
| RDN RADIAN GROUP INC | NON_COMPLIANT | 0.74% | AAOIFI25.4% Usmani11.6% Dow Jones Islamic26.6% S&P Shariah27.5% MSCI Islamic11.6% MSCI Islamic M-Series27.5% FTSE Shariah11.6% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.74% | no in-house ratios for this holding |
| LIBERTY MUTUAL INSURANCE | UNSCREENED | 0.73% | no in-house ratios for this holding |
| EPR EPR PROPERTIES | NON_COMPLIANT | 0.73% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.72% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.71% | no in-house ratios for this holding |
| ANG-PD AMERICAN NATIONAL GROUP | NON_COMPLIANT | 0.71% | AAOIFI159.9% Usmani2.2% Dow Jones Islamic1251693.9% S&P Shariahfail MSCI Islamic2.2% MSCI Islamic M-Seriesfail FTSE Shariah2.2% |
| Freddie Mac - STACR | NON_COMPLIANT | 0.69% | no in-house ratios for this holding |
| Driven Brands Funding, LLC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| LPL HOLDINGS INC | UNSCREENED | 0.65% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.58% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| JEF JEFFERIES FIN GROUP INC | NON_COMPLIANT | 0.56% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| NYO Commercial Mortgage Trust | UNSCREENED | 0.56% | no in-house ratios for this holding |
| CITADEL LP | UNSCREENED | 0.55% | no in-house ratios for this holding |
| AVIATION CAPITAL GROUP | UNSCREENED | 0.54% | no in-house ratios for this holding |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.52% | no in-house ratios for this holding |
| EQUITABLE AMERICA GLOBAL | UNSCREENED | 0.51% | no in-house ratios for this holding |
| JBL Jabil Inc | COMPLIANT | 0.50% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| Videotron Ltd | UNSCREENED | 0.50% | no in-house ratios for this holding |
| DANSKE.CO DANSKE BANK A/S | NON_COMPLIANT | 0.50% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CDW LLC/CDW FINANCE | UNSCREENED | 0.49% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| T.TO TELUS Corp | NON_COMPLIANT | 0.49% | AAOIFI160.4% Usmani52.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic52.8% MSCI Islamic M-Seriesfail FTSE Shariah52.8% |
| CANADIAN IMPERIAL BANK | UNSCREENED | 0.49% | no in-house ratios for this holding |
| SAMMONS FINANCIAL GROUP | UNSCREENED | 0.49% | no in-house ratios for this holding |
| BNS.TO BANK OF NOVA SCOTIA | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JDE PEET'S NV | UNSCREENED | 0.49% | no in-house ratios for this holding |
| STANDARD CHARTERED BK/NY | UNSCREENED | 0.49% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.49% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| TD TORONTO-DOMINION BANK | NON_COMPLIANT | 0.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ASHTEAD CAPITAL INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| NATWEST MARKETS PLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.49% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.49% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| CCI CROWN CASTLE INC | NON_COMPLIANT | 0.48% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.48% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.48% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.48% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| C CITIGROUP INC | NON_COMPLIANT | 0.48% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| AC.TO AIR CANADA | NON_COMPLIANT | 0.48% | AAOIFI147.2% Usmani45.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic37.1% MSCI Islamic M-Seriesfail FTSE Shariah37.1% |
| HCA INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.47% | no in-house ratios for this holding |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.46% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| Saluda Grade Alternative Mortgage Trust | UNSCREENED | 0.44% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JEF JEFFERIES FIN GROUP INC | NON_COMPLIANT | 0.42% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| Freddie Mac | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| CNC CENTENE CORP | NON_COMPLIANT | 0.40% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| Oceanview Mortgage Trust | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Prodigy Finance Designated Activity Co | UNSCREENED | 0.38% | no in-house ratios for this holding |
| TX Trust 24-HOU | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Verdant Receivables LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| EPR EPR PROPERTIES | NON_COMPLIANT | 0.36% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| MRX MAREX GROUP PLC | NON_COMPLIANT | 0.36% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| MTZ MASTEC INC | COMPLIANT | 0.35% | AAOIFI16.4% Usmani33.2% Dow Jones Islamic19.2% S&P Shariah24.0% MSCI Islamic29.6% MSCI Islamic M-Series24.0% FTSE Shariah25.1% |
| Freddie Mac | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| ORL TRUST | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Tesla Lease Electric Vehicle Securitization LLC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.35% | no in-house ratios for this holding |
| INTOWN Mortgage Trust | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| BLACKSTONE PRIVATE CRE | UNSCREENED | 0.34% | no in-house ratios for this holding |
| CTR PARTNERSHIP/CARETRST | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| US BANK NA CINCINNATI | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Chase Auto Credit Linked Notes | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.31% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| Freddie Mac | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| BAIN CAPITAL SPECIALTY F | 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 |
| Harley-Davidson Financial Services Inc | UNSCREENED | 0.30% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.30% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DB Master Finance LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| GA GLOBAL FUNDING TRUST | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Theorem Funding Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ICON INVESTMENTS SIX DAC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Extended Stay America Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Marlette Funding Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| Truist Bank Auto Credit-Linked Notes | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.25% | no in-house ratios for this holding |
| HCA Inc | 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% |
| 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% |
| Avolon TLB Borrower 1 (US) LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Trans Union LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BFLD Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Crossroads Asset Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Newtek Small Business Loan Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Extended Stay America Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| ARAMARK SERVICES INC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| SNX TD SYNNEX CORP | COMPLIANT | 0.23% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| Freddie Mac | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Ally Bank Auto Credit-Linked Notes | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Jazz Financing Lux Sarl | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Ally Bank Auto Credit-Linked Notes | UNSCREENED | 0.21% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| GA GLOBAL FUNDING TRUST | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| RCKT Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Servpro Master Issuer, LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.18% | no in-house ratios for this holding |
| OneMain Financial Issuance Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ALASKA AIRLINES 2020 TR | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| Ally Bank Auto Credit-Linked Notes | UNSCREENED | 0.17% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Extended Stay America Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Tricolor Auto Securitization Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Wingspire Equipment Finance LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Chesapeake Funding II LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Great Wolf Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| OneMain Financial Issuance Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| OneMain Financial Issuance Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| AES AES CORP/THE | NON_COMPLIANT | 0.15% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| OneMain Financial Issuance Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| HUB International Limited | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Triton Container International Ltd / TAL International Container Corp | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CALVERT IMPACT CAPITAL NOTE | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Prime Security Services Borrower, LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| XPLR INFRAST OPERATING | UNSCREENED | 0.14% | no in-house ratios for this holding |
| LPL HOLDINGS INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Santander Bank Auto Credit-Linked Notes | 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 |
| JP Morgan Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Octane Receivables Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| PRMI Securitization Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Freddiemac Strip | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Ally Bank Auto Credit-Linked Notes | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Taco Bell Funding, LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| REWORLD HOLDING CORP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SOFI CONSUMER LOAN PROGRAM TRUST | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SON SONOCO PRODUCTS CO | NON_COMPLIANT | 0.12% | AAOIFI101.6% Usmani45.7% Dow Jones Islamic108.8% S&P Shariah106.8% MSCI Islamic45.2% MSCI Islamic M-Series106.8% FTSE Shariah42.4% |
| Freddiemac Strip | 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 |
| Avtech Equipment Receivables Funding LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Ally Bank Auto Credit-Linked Notes | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AXIS Equipment Finance Receivables LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| OSCAR US Funding Trust | 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 |
| Lendbuzz Securitization Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Ally Bank Auto Credit-Linked Notes | 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 |
| Springcastle SPV | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Dynasty Acquisition Co Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Santander Bank Auto Credit-Linked Notes | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Truist Bank Auto Credit-Linked Notes | UNSCREENED | 0.10% | no in-house ratios for this holding |
| First Help Financial LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JP Morgan Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Clarus Capital Funding LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Reach Financial LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Navistar Financial Dealer Note Master Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| GLS Auto Select Receivables Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| HAT HOLDINGS I LLC/HAT | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Wingspire Equipment Finance LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MMP Capital | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Taco Bell Funding, LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| OTEX Open Text Corporation | NON_COMPLIANT | 0.07% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| Fannie Mae | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| NRTH PARK Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ICON Luxembourg SARL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| NTT FINANCE CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PEAC Solutions Receivables LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SOFI CONSUMER LOAN PROGRAM TRUST | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Tricolor Auto Securitization Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| DELL INT LLC / EMC CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Blue Owl Asset Leasing Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PEAC Solutions Receivables LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Dynasty Acquisition Co Inc | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Octane Receivables Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Hilton Grand Vacations Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CVS PASS-THROUGH TRUST | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Chesapeake Funding II LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Reach Financial LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| REWORLD HOLDING CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
The published standards disagree about this fund by 2 points of portfolio weight — 3.2% of it passes AAOIFI, 1.5% passes S&P Shariah. 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 3.2% ratios fail on 31.2% 66.1% not rated under AAOIFI
ratios pass on 2.3% ratios fail on 22.8% 75.3% not rated under Usmani
ratios pass on 3.0% ratios fail on 30.8% 66.6% not rated under Dow Jones Islamic
ratios pass on 1.5% ratios fail on 31.4% 67.5% not rated under S&P Shariah
ratios pass on 1.5% ratios fail on 23.1% 75.8% not rated under MSCI Islamic
ratios pass on 1.5% ratios fail on 32.3% 66.6% not rated under MSCI Islamic M-Series
ratios pass on 1.7% ratios fail on 22.9% 75.8% not rated under FTSE Shariah
40 of 258 listed holdings carry our own per-methodology verdicts (35% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 28 (26% 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 | 9.38% |
| United States Treasury | 6.94% |
| MS Morgan Stanley & Co. LLC | 3.68% |
| JPM JPMORGAN CHASE & CO | 2.45% |
| BAC BANK OF AMERICA CORP | 2.03% |
| CABK.MC CAIXABANK SA | 1.29% |
| BIRG.IR BANK OF IRELAND GROUP | 1.18% |
| WFC WELLS FARGO & COMPANY | 1.15% |
| UBSG.SW UBS GROUP AG | 1.03% |
| RCI-B.TO Rogers Communications Inc | 1.00% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Calvert Ultra-Short Duration Income Fund (CULAX) 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 | 9.38% | Non-compliant |
| United States Treasurynot matched to a ticker | 6.94% | Non-compliant |
| MSMorgan Stanley & Co. LLC | 3.68% | Non-compliant |
| JPMJPMORGAN CHASE & CO | 2.45% | Non-compliant |
| BACBANK OF AMERICA CORP | 2.03% | Non-compliant |
| CABK.MCCAIXABANK SA | 1.29% | Non-compliant |
| BIRG.IRBANK OF IRELAND GROUP | 1.18% | Non-compliant |
| WFCWELLS FARGO & COMPANY | 1.15% | Non-compliant |
| UBSG.SWUBS GROUP AG | 1.03% | Non-compliant |
| RCI-B.TORogers Communications Inc | 1.00% | Non-compliant |
Top 10 of 258 holdings, 30.1% 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 CULAX. 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) | 38.90 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -66.67 | NEUTRAL |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | 0.00 | NEUTRAL |
| Momentum (10) | 0.00 | NEUTRAL |
| EMA (10) | 9.87 | SELL |
| SMA (10) | 9.87 | SELL |
| EMA (20) | 9.88 | SELL |
| SMA (20) | 9.88 | SELL |
| EMA (30) | 9.88 | SELL |
| SMA (30) | 9.88 | SELL |
| EMA (50) | 9.87 | SELL |
| SMA (50) | 9.88 | SELL |
| EMA (100) | 9.85 | BUY |
| SMA (100) | 9.85 | BUY |
| EMA (200) | 9.79 | BUY |
| SMA (200) | 9.79 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.