Verdicts genuinely change. Free email alert the moment CYBIX'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 High Yield Bond Fund · Calvert Fund
337 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 104% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 18.16% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 82% turns out to be. Matching more holdings can only raise this share, never lower it.
337 holdings, 74 matched (21% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
0.73% of this portfolio’s income is non-permissible — weighted across holdings, computed over 17% of portfolio weight (70 of 337 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 |
|---|---|---|---|
| State Street Global Advisors | UNSCREENED | 4.27% | no in-house ratios for this holding |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 3.69% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| ATHENAHEALTH GROUP INC | UNSCREENED | 1.27% | no in-house ratios for this holding |
| GREYSTAR REAL ESTATE PAR | UNSCREENED | 1.08% | no in-house ratios for this holding |
| MEDLINE BORROWER LP | UNSCREENED | 1.03% | no in-house ratios for this holding |
| CALIFORNIA BUYER/ATLANTI | UNSCREENED | 1.03% | no in-house ratios for this holding |
| WAND NEWCO 3 INC | UNSCREENED | 0.88% | no in-house ratios for this holding |
| Fortress Intermediate 3, Inc | UNSCREENED | 0.78% | no in-house ratios for this holding |
| CLOUD SOFTWARE GRP INC | UNSCREENED | 0.72% | no in-house ratios for this holding |
| SGI SOMNIGROUP INTL INC | NON_COMPLIANT | 0.71% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.71% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| MAVIS TIRE EXPRESS SERVI | UNSCREENED | 0.70% | no in-house ratios for this holding |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.70% | no in-house ratios for this holding |
| CLOUD SOFTWARE GRP INC | UNSCREENED | 0.70% | no in-house ratios for this holding |
| OLYMPUS WTR US HLDG CORP | UNSCREENED | 0.68% | no in-house ratios for this holding |
| INGRAM MICRO INC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| BUILDERS FIRSTSOURCE INC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| AMYNTA AGENCY/WARRANTY | UNSCREENED | 0.66% | no in-house ratios for this holding |
| LEEWARD RENEWABL | UNSCREENED | 0.64% | no in-house ratios for this holding |
| SMYRNA READY MIX CONCRET | UNSCREENED | 0.63% | no in-house ratios for this holding |
| CLARIOS GLOBAL LP/US FIN | UNSCREENED | 0.63% | no in-house ratios for this holding |
| BELRON UK FINANCE PLC | UNSCREENED | 0.62% | no in-house ratios for this holding |
| SURGERY CENTER HOLDINGS | UNSCREENED | 0.61% | no in-house ratios for this holding |
| NEW FLYER HOLDINGS | UNSCREENED | 0.61% | no in-house ratios for this holding |
| ACUSHNET CO | UNSCREENED | 0.61% | no in-house ratios for this holding |
| DBD DIEBOLD NIXDORF INC | NON_COMPLIANT | 0.61% | AAOIFI48.7% Usmani29.7% Dow Jones Islamic51.4% S&P Shariah58.9% MSCI Islamic29.7% MSCI Islamic M-Series58.9% FTSE Shariah25.2% |
| APLD COMPUTECO 2 LLC | UNSCREENED | 0.60% | no in-house ratios for this holding |
| CLYDESDALE ACQUISITION | UNSCREENED | 0.60% | no in-house ratios for this holding |
| RYAN SPECIALTY | UNSCREENED | 0.59% | no in-house ratios for this holding |
| UNITI SERVICES LLC | UNSCREENED | 0.59% | no in-house ratios for this holding |
| WD WALKER & DUNLOP INC | NON_COMPLIANT | 0.58% | AAOIFI3.6% Usmani1.2% Dow Jones Islamic2.6% S&P Shariah2.4% MSCI Islamic1.2% MSCI Islamic M-Series2.4% FTSE Shariah1.2% |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.57% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.56% | no in-house ratios for this holding |
| WINDSOR HOLDINGS III LLC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| RISEWELL HOMES INC | UNSCREENED | 0.54% | no in-house ratios for this holding |
| ZEGONA FINANCE PLC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| CARRIAGE PURCHASER INC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| TMS INTERNATIONAL CORP | UNSCREENED | 0.53% | no in-house ratios for this holding |
| AMENTUM HOLDINGS INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| PetSmart Inc | UNSCREENED | 0.52% | no in-house ratios for this holding |
| SPECTRUM BRANDS INC | UNSCREENED | 0.51% | no in-house ratios for this holding |
| WATCO COS LLC/FINANCE CO | UNSCREENED | 0.50% | no in-house ratios for this holding |
| APH/APH2/APH3/AQUARIAN | UNSCREENED | 0.49% | no in-house ratios for this holding |
| NEXSTAR MEDIA INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| US ACUTE CARE SOLUTIONS | UNSCREENED | 0.49% | no in-house ratios for this holding |
| GLOBAL MEDICAL RESPONSE | UNSCREENED | 0.49% | no in-house ratios for this holding |
| AMWINS GROUP INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| LIFEPOINT HEALTH INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| AMERITEX HOLDCO INTERMED | UNSCREENED | 0.48% | no in-house ratios for this holding |
| IRB HOLDING CORP | UNSCREENED | 0.47% | no in-house ratios for this holding |
| COUGAR JV SUBSIDIARY LLC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| US FOODS INC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| HQY HEALTHEQUITY INC | COMPLIANT | 0.46% | AAOIFI12.2% Usmani29.7% Dow Jones Islamic12.2% S&P Shariah13.0% MSCI Islamic29.7% MSCI Islamic M-Series13.0% FTSE Shariah28.5% |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| PERFORMANCE FOOD GROUP I | UNSCREENED | 0.46% | no in-house ratios for this holding |
| SCIENCE APPLICATIONS INT | UNSCREENED | 0.45% | no in-house ratios for this holding |
| CROSSCOUNTRY INTER | UNSCREENED | 0.45% | no in-house ratios for this holding |
| BURFORD CAPITAL GLBL FIN | UNSCREENED | 0.45% | no in-house ratios for this holding |
| ACA ARCOSA INC | COMPLIANT | 0.45% | AAOIFI21.0% Usmani28.5% Dow Jones Islamic28.9% S&P Shariah31.5% MSCI Islamic28.5% MSCI Islamic M-Series31.5% FTSE Shariah27.1% |
| VSNT VERSANT MEDIA GROUP INC | NON_COMPLIANT | 0.45% | AAOIFI58.2% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.2% MSCI Islamic M-Seriesfail FTSE Shariah23.2% |
| MICHAELS COS INC/THE | UNSCREENED | 0.44% | no in-house ratios for this holding |
| PHOENIX AVIATION CAPITAL | UNSCREENED | 0.44% | no in-house ratios for this holding |
| KORN/FERRY INTERNATIONAL | UNSCREENED | 0.44% | no in-house ratios for this holding |
| OUTFRONT MEDIA CAP LLC/C | UNSCREENED | 0.44% | no in-house ratios for this holding |
| SWORD PURCHASER LLC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| FOCUS FINANCIAL PARTNERS | UNSCREENED | 0.44% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.44% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| TAYLOR MORRISON COMM | UNSCREENED | 0.44% | no in-house ratios for this holding |
| MCGRAW-HILL EDUCATION | UNSCREENED | 0.43% | no in-house ratios for this holding |
| EMRLD Borrower LP | UNSCREENED | 0.43% | no in-house ratios for this holding |
| ARDAGH METAL PACKAGING | UNSCREENED | 0.43% | no in-house ratios for this holding |
| OPCH OPTION CARE HEALTH INC | NON_COMPLIANT | 0.43% | AAOIFI35.7% Usmani37.6% Dow Jones Islamic27.4% S&P Shariah25.9% MSCI Islamic37.6% MSCI Islamic M-Series25.9% FTSE Shariah34.3% |
| SPECIALTY BUILDING PRODU | UNSCREENED | 0.43% | no in-house ratios for this holding |
| BOND US BIDCO 1/2/3/G1/2 | UNSCREENED | 0.42% | no in-house ratios for this holding |
| AVIENT CORP | UNSCREENED | 0.42% | no in-house ratios for this holding |
| PATTERN ENERGY OP LP/PAT | UNSCREENED | 0.41% | no in-house ratios for this holding |
| EMRLD BOR / EMRLD CO-ISS | UNSCREENED | 0.40% | no in-house ratios for this holding |
| PARK RIVER HOLDINGS INC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| MBC MASTERBRAND INC | NON_COMPLIANT | 0.40% | AAOIFI84.0% Usmani31.1% Dow Jones Islamic87.6% S&P Shariah82.2% MSCI Islamic31.1% MSCI Islamic M-Series82.2% FTSE Shariah24.4% |
| JH NORTH AMERICA HOLDING | UNSCREENED | 0.40% | no in-house ratios for this holding |
| ASURION LLC/ASURION CO | UNSCREENED | 0.40% | no in-house ratios for this holding |
| SONIC AUTOMOTIVE INC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| QXO QXO INC | NON_COMPLIANT | 0.39% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| HIGHTOWER HOLDING LLC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| ESAB ESAB CORP | NON_COMPLIANT | 0.39% | AAOIFI54.5% Usmani38.7% Dow Jones Islamic37.4% S&P Shariah40.1% MSCI Islamic38.7% MSCI Islamic M-Series40.1% FTSE Shariah36.5% |
| CALDERYS FINANCING LLC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Associated Materials Inc | UNSCREENED | 0.39% | no in-house ratios for this holding |
| WBI OPERATING LLC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| INSIGHT ENTERPRS | UNSCREENED | 0.38% | no in-house ratios for this holding |
| MIDAS OPCO HOLDINGS LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| WBI OPERATING LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| ALBERTSONS COS/SAFEWAY | UNSCREENED | 0.38% | no in-house ratios for this holding |
| ALBERTSONS COS/SAFEWAY | UNSCREENED | 0.38% | no in-house ratios for this holding |
| PEB PEBBLEBROOK HOTEL TRUST | NON_COMPLIANT | 0.38% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| STONEBRIAR ABF LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| BELLRING BRANDS INC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| STANDARD INDUSTRI INC/NY | UNSCREENED | 0.38% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.38% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| STANDARD INDUSTRI INC/NY | UNSCREENED | 0.37% | no in-house ratios for this holding |
| CRC INSURANCE GROUP LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| TEAM HEALTH HOLDINGS INC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| PERRIGO FINANCE UNLIMITE | UNSCREENED | 0.37% | no in-house ratios for this holding |
| CHOBANI LLC/FINANCE CORP | UNSCREENED | 0.35% | no in-house ratios for this holding |
| REWORLD HOLDING CORP | UNSCREENED | 0.35% | no in-house ratios for this holding |
| SEASPAN CORP PTE LTD | UNSCREENED | 0.35% | no in-house ratios for this holding |
| PPC PILGRIM'S PRIDE CORP | NON_COMPLIANT | 0.34% | AAOIFI43.6% Usmani31.0% Dow Jones Islamic33.3% S&P Shariah37.2% MSCI Islamic31.0% MSCI Islamic M-Series37.2% FTSE Shariah28.5% |
| CUSHMAN & WAKEFIELD US | UNSCREENED | 0.34% | no in-house ratios for this holding |
| TEAM HEALTH HOLDINGS INC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| TEAM SERVICES HLDG INC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| FERRELLGAS LP/FERRELLGAS | UNSCREENED | 0.34% | no in-house ratios for this holding |
| LBM ACQUISITION LLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| WINDSTREAM SERVICES/ESCR | UNSCREENED | 0.33% | no in-house ratios for this holding |
| CONCENTRA HEALTH SERVICE | UNSCREENED | 0.33% | no in-house ratios for this holding |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 0.33% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| JB POINDEXTER & CO INC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| SYNERGY INFRASTRUCTURE H | UNSCREENED | 0.33% | no in-house ratios for this holding |
| WESCO DISTRIBUTION INC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| GFL GFL Environmental Inc | NON_COMPLIANT | 0.33% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| Truist Insurance Holdings LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.32% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| CALDERYS FINANCING II | UNSCREENED | 0.32% | no in-house ratios for this holding |
| APLD COMPUTECO 3 LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| YUM! BRANDS INC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| CANPACK SA/CANPACK US | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Mavis Tire Express Services Corp. | UNSCREENED | 0.32% | no in-house ratios for this holding |
| CHOBANI LLC/FINANCE CORP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| F FORD MOTOR COMPANY | NON_COMPLIANT | 0.31% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| IQVIA INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ROCKETMTGE CO-ISSUER INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| RKT ROCKET COS INC | NON_COMPLIANT | 0.30% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| UNITED WHOLESALE MTGE LL | UNSCREENED | 0.30% | no in-house ratios for this holding |
| UNITI GROUP/CSL CAPITAL | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GFL GFL ENVIRONMENTAL INC | NON_COMPLIANT | 0.30% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| CHAMP ACQUISITION CORP | UNSCREENED | 0.30% | no in-house ratios for this holding |
| NEXSTAR MEDIA INC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GAIA PURCHASER INC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CIPHER COMPUTE LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.29% | no in-house ratios for this holding |
| RB GLOBAL HOLDINGS INC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| K HOVNANIAN ENTERPRISES | UNSCREENED | 0.29% | no in-house ratios for this holding |
| K HOVNANIAN ENTERPRISES | UNSCREENED | 0.29% | no in-house ratios for this holding |
| AXON AXON ENTERPRISE INC | COMPLIANT | 0.28% | AAOIFI4.4% Usmani24.5% Dow Jones Islamic4.0% S&P Shariah4.9% MSCI Islamic24.5% MSCI Islamic M-Series4.9% FTSE Shariah23.1% |
| CHOBANI LLC/FINANCE CORP | UNSCREENED | 0.28% | no in-house ratios for this holding |
| NESCO HOLDINGS II INC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| KEN GARFF AUTOMOTIVE LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ARCHES BUYER INC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| GFL GFL ENVIRONMENTAL INC | NON_COMPLIANT | 0.28% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.28% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Seagate Data Storage Technology Pte Ltd | UNSCREENED | 0.28% | no in-house ratios for this holding |
| PRIMO / TRITON WATER HLD | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SNF GROUP SACA | UNSCREENED | 0.27% | no in-house ratios for this holding |
| GFL ENVIRONMENTAL HOL | UNSCREENED | 0.27% | no in-house ratios for this holding |
| XPLR INFRAST OPERATING | UNSCREENED | 0.27% | no in-house ratios for this holding |
| XPLR INFRAST OPERATING | UNSCREENED | 0.27% | no in-house ratios for this holding |
| KBH KB HOME | NON_COMPLIANT | 0.27% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SENSATA TECHNOLOGIES INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| VM CONSOLIDATED INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| TERRAFORM POWER OPERATIN | UNSCREENED | 0.26% | no in-house ratios for this holding |
| COMPASS MINERALS INTERNA | UNSCREENED | 0.26% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ZS ZSCALER INC. | COMPLIANT | 0.25% | AAOIFI7.7% Usmani23.6% Dow Jones Islamic5.6% S&P Shariah5.9% MSCI Islamic23.6% MSCI Islamic M-Series5.9% FTSE Shariah21.6% |
| LBM Acquisition LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ARDAGH METAL PACKAGING | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ADI ESCROW ISSUER LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CLARIOS GLOBAL LP/US FIN | UNSCREENED | 0.25% | no in-house ratios for this holding |
| GFL GFL ENVIRONMENTAL INC | NON_COMPLIANT | 0.25% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| MOTION BONDCO DAC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.25% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| COMPASS GROUP DIVERSIFIE | UNSCREENED | 0.25% | no in-house ratios for this holding |
| PERFORMANCE FOOD GROUP I | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CONSTELLIUM SE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EPC EDGEWELL PERSONAL CARE | NON_COMPLIANT | 0.24% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| UWMC UWM HOLDINGS LLC | NON_COMPLIANT | 0.24% | AAOIFI132.9% Usmani16.6% Dow Jones Islamic663.7% S&P Shariah613.5% MSCI Islamic16.6% MSCI Islamic M-Series613.5% FTSE Shariah16.6% |
| Park River Holdings Inc | UNSCREENED | 0.24% | no in-house ratios for this holding |
| VMED O2 UK FINAN | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LCM INVESTMENTS HOLDINGS | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.24% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| ARDAGH GROUP SA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BLACK PEARL COMPUTE LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| OUTFRONT MEDIA CAP LLC/C | UNSCREENED | 0.23% | no in-house ratios for this holding |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 0.23% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| LCM INVESTMENTS HOLDINGS | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CLEARWAY ENERGY OP LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.22% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| CROWN AMER/CAP CORP V | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.21% | no in-house ratios for this holding |
| COOPER-STANDARD AUTOMOTI | UNSCREENED | 0.21% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.21% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| CORE SCIENTIFIC FINANCE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| TA.TO TRANSALTA CORP | NON_COMPLIANT | 0.21% | AAOIFI87.1% Usmani51.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic50.1% MSCI Islamic M-Seriesfail FTSE Shariah50.1% |
| CP Atlas Buyer, Inc. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| ABG ASBURY AUTOMOTIVE GROUP | NON_COMPLIANT | 0.20% | AAOIFI96.6% Usmani32.3% Dow Jones Islamic82.3% S&P Shariah82.1% MSCI Islamic32.3% MSCI Islamic M-Series82.1% FTSE Shariah30.3% |
| RKT ROCKET COS INC | NON_COMPLIANT | 0.20% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| UNITI GROUP/CSL CAPITAL | UNSCREENED | 0.20% | no in-house ratios for this holding |
| IRM IRON MOUNTAIN INC | NON_COMPLIANT | 0.20% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| FTRE FORTREA HOLDINGS INC | NON_COMPLIANT | 0.20% | AAOIFI66.4% Usmani41.2% Dow Jones Islamic92.8% S&P Shariah65.5% MSCI Islamic41.2% MSCI Islamic M-Series65.5% FTSE Shariah38.8% |
| VIRGIN MEDIA SECURED FIN | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CLEAR CHANNEL OUTDOOR HO | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Specialty Building Products Holdings LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.20% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.20% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| AZORRA FINANCE | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PRESTIGE BRANDS INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| XPLR INFRAST OPERATING | UNSCREENED | 0.19% | no in-house ratios for this holding |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.19% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| TOUCAN FINCO LTD/CAN/US | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CARS.COM INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| TERRAFORM POWER OPERATIN | UNSCREENED | 0.19% | no in-house ratios for this holding |
| OLYMPUS WTR US HLDG CORP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| AVANTOR FUNDING INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| STANDARD INDUSTRI INC/NY | UNSCREENED | 0.19% | no in-house ratios for this holding |
| MADISON IAQ LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| THE MEN'S WEARHOUSE LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| AMN HEALTHCARE INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| HBM HUDBAY MINERALS INC | COMPLIANT | 0.19% | AAOIFI5.7% Usmani16.2% Dow Jones Islamic17.1% S&P Shariah22.3% MSCI Islamic16.2% MSCI Islamic M-Series22.3% FTSE Shariah16.2% |
| CONSTELLIUM SE | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CLH CLEAN HARBORS INC | COMPLIANT | 0.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NEPTUNE BIDCO US INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.19% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| CP ATLAS BUYER INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| SSP E.W. Scripps Company (The) | NON_COMPLIANT | 0.18% | AAOIFI847.5% Usmani72.0% Dow Jones Islamic1108.7% S&P Shariah961.5% MSCI Islamic71.1% MSCI Islamic M-Series961.5% FTSE Shariah68.4% |
| PETSMART LLC/PETSMART FI | UNSCREENED | 0.18% | no in-house ratios for this holding |
| EPC EDGEWELL PERSONAL CARE | NON_COMPLIANT | 0.18% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| AVIS BUDGET CAR/FINANCE | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SABLE INTL FINANCE LTD | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FRONERI LUX FINCO SARL | UNSCREENED | 0.18% | no in-house ratios for this holding |
| UNIVISION COMMUNICATIONS | UNSCREENED | 0.17% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.17% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| XPLR INFRAST OPERATING | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AZORRA FINANCE | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Men's Wearhouse, Inc. (The) | UNSCREENED | 0.17% | no in-house ratios for this holding |
| RISEWELL HOMES INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SCIENCE APPLICATIONS INT | UNSCREENED | 0.17% | no in-house ratios for this holding |
| APLD COMPUTECO LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AVIENT CORP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| MCGRAW-HILL EDUCATION | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Clarios Global LP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| WS WORTHINGTON STEEL INC | NON_COMPLIANT | 0.16% | AAOIFI19.7% Usmani15.7% Dow Jones Islamic20.5% S&P Shariah21.1% MSCI Islamic15.4% MSCI Islamic M-Series21.1% FTSE Shariah11.4% |
| CSC HOLDINGS LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CLARIV SCI HLD CORP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CLYDESDALE ACQUISITION | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CONSTELLIUM SE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ILIAD HOLDING SAS | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SWORD PURCHASER LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| UWMC UWM HOLDINGS LLC | NON_COMPLIANT | 0.15% | AAOIFI132.9% Usmani16.6% Dow Jones Islamic663.7% S&P Shariah613.5% MSCI Islamic16.6% MSCI Islamic M-Series613.5% FTSE Shariah16.6% |
The published standards disagree about this fund by 2 points of portfolio weight — 5.5% of it passes FTSE Shariah, 3.6% passes Dow Jones 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 4.4% ratios fail on 16.2% 83.2% not rated under AAOIFI
ratios pass on 4.6% ratios fail on 12.0% 87.0% not rated under Usmani
ratios pass on 3.6% ratios fail on 16.7% 83.4% not rated under Dow Jones Islamic
ratios pass on 3.6% ratios fail on 16.7% 83.4% not rated under S&P Shariah
ratios pass on 3.8% ratios fail on 12.6% 87.3% not rated under MSCI Islamic
ratios pass on 3.6% ratios fail on 16.7% 83.4% not rated under MSCI Islamic M-Series
ratios pass on 5.5% ratios fail on 11.3% 86.9% not rated under FTSE Shariah
45 of 337 listed holdings carry our own per-methodology verdicts (21% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 43 (21% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| MS Morgan Stanley & Co. LLC | 3.69% |
| SGI SOMNIGROUP INTL INC | 0.71% |
| NRG NRG ENERGY INC | 0.71% |
| DBD DIEBOLD NIXDORF INC | 0.61% |
| WD WALKER & DUNLOP INC | 0.58% |
| POST POST HOLDINGS INC | 0.57% |
| VSNT VERSANT MEDIA GROUP INC | 0.45% |
| MOH MOLINA HEALTHCARE INC | 0.44% |
| OPCH OPTION CARE HEALTH INC | 0.43% |
| MBC MASTERBRAND INC | 0.40% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Calvert High Yield Bond Fund (CYBIX) 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 |
|---|---|---|
| State Street Global Advisorsnot matched to a ticker | 4.27% | Not screened |
| MSMorgan Stanley & Co. LLC | 3.69% | Non-compliant |
| ATHENAHEALTH GROUP INCnot matched to a ticker | 1.27% | Not screened |
| GREYSTAR REAL ESTATE PARnot matched to a ticker | 1.08% | Not screened |
| MEDLINE BORROWER LPnot matched to a ticker | 1.03% | Not screened |
| CALIFORNIA BUYER/ATLANTInot matched to a ticker | 1.03% | Not screened |
| WAND NEWCO 3 INCnot matched to a ticker | 0.88% | Not screened |
| Fortress Intermediate 3, Incnot matched to a ticker | 0.78% | Not screened |
| CLOUD SOFTWARE GRP INCnot matched to a ticker | 0.72% | Not screened |
| SGISOMNIGROUP INTL INC | 0.71% | Non-compliant |
Top 10 of 337 holdings, 15.5% 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 CYBIX. 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) | 32.50 | NEUTRAL |
| Stochastic %K (14) | 17.78 | BUY |
| CCI (20) | -59.87 | NEUTRAL |
| Williams %R (14) | -82.22 | BUY |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -0.50 | SELL |
| Momentum (10) | -0.12 | SELL |
| EMA (10) | 23.76 | SELL |
| SMA (10) | 23.72 | BUY |
| EMA (20) | 23.86 | SELL |
| SMA (20) | 23.88 | SELL |
| EMA (30) | 23.93 | SELL |
| SMA (30) | 24.01 | SELL |
| EMA (50) | 24.00 | SELL |
| SMA (50) | 24.10 | SELL |
| EMA (100) | 24.02 | SELL |
| SMA (100) | 24.08 | SELL |
| EMA (200) | 23.94 | SELL |
| SMA (200) | 23.98 | 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.