Verdicts genuinely change. Free email alert the moment DDJRX'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.
Polen Opportunistic High Yield Fund · FundVantage Trust
126 holdings
NON-COMPLIANT At least 6.77% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 86% turns out to be. Matching more holdings can only raise this share, never lower it.
126 holdings, 15 matched (9% of weight). Portfolio as of 2026-07-31, filed 2026-09-22. Source: SEC Form N-PORT.
0.51% of this portfolio’s income is non-permissible — weighted across holdings, computed over 8% of portfolio weight (13 of 126 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 |
|---|---|---|---|
| BAFFINLAND IRON MINES CORP | UNSCREENED | 4.43% | no in-house ratios for this holding |
| CVET Midco 2 LP | UNSCREENED | 4.42% | no in-house ratios for this holding |
| Auction.com LLC (f/k/a Ten-X LLC) | UNSCREENED | 2.59% | no in-house ratios for this holding |
| Aruba Investments Holdings LLC | UNSCREENED | 2.57% | no in-house ratios for this holding |
| Performance Health Holdings, Inc. | UNSCREENED | 2.37% | no in-house ratios for this holding |
| DEXKO GLOBAL INC | UNSCREENED | 2.21% | no in-house ratios for this holding |
| Infinite Bidco LLC | UNSCREENED | 2.19% | no in-house ratios for this holding |
| Altar Bidco Inc | UNSCREENED | 1.93% | no in-house ratios for this holding |
| ATHENAHEALTH GROUP INC | UNSCREENED | 1.74% | no in-house ratios for this holding |
| CZR CAESARS ENTERTAINMENT INC | NON_COMPLIANT | 1.69% | AAOIFI193.4% Usmani78.3% Dow Jones Islamic192.1% S&P Shariah165.8% MSCI Islamic36.9% MSCI Islamic M-Series165.8% FTSE Shariah36.9% |
| MH Sub I LLC | UNSCREENED | 1.63% | no in-house ratios for this holding |
| ALLIANT HOLDINGS INTERMEDIATE LLC / ALLIANT HOLDINGS CO-ISSUER INC | UNSCREENED | 1.55% | no in-house ratios for this holding |
| GLOBAL MEDICAL RESPONSE INC | UNSCREENED | 1.54% | no in-house ratios for this holding |
| MERIDIAN ARC HOLDCO LLC | UNSCREENED | 1.52% | no in-house ratios for this holding |
| SURGERY CENTER HOLDINGS INC | UNSCREENED | 1.52% | no in-house ratios for this holding |
| FIESTA PURCHASER INC | UNSCREENED | 1.41% | no in-house ratios for this holding |
| NATIONAL MENTOR HOLDINGS INC | UNSCREENED | 1.32% | no in-house ratios for this holding |
| JONES DESLAURIERS INSURANCE MANAGEMENT INC | UNSCREENED | 1.31% | no in-house ratios for this holding |
| WEX WEX INC | NON_COMPLIANT | 1.30% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| APLD COMPUTECO LLC | UNSCREENED | 1.30% | no in-house ratios for this holding |
| ARDONAGH FINCO LTD | UNSCREENED | 1.29% | no in-house ratios for this holding |
| ASURION LLC / ASURION CO-ISSUER INC | UNSCREENED | 1.19% | no in-house ratios for this holding |
| IHO VERWALTUNGS GMBH | UNSCREENED | 1.19% | no in-house ratios for this holding |
| SCIENTIFIC GAMES HOLDINGS LP / SCIENTIFIC GAMES US FINCO INC | UNSCREENED | 1.17% | no in-house ratios for this holding |
| CHARLOTTE BUYER INC | UNSCREENED | 1.16% | no in-house ratios for this holding |
| SHIFT4 PAYMENTS LLC / SHIFT4 PAYMENTS FINANCE SUB INC | UNSCREENED | 1.15% | no in-house ratios for this holding |
| ELLUCIAN HOLDINGS INC | UNSCREENED | 1.11% | no in-house ratios for this holding |
| Kaseya Inc. | UNSCREENED | 1.11% | no in-house ratios for this holding |
| COREWEAVE INC | UNSCREENED | 1.09% | no in-house ratios for this holding |
| HUB INTERNATIONAL LTD | UNSCREENED | 1.08% | no in-house ratios for this holding |
| FOCUS FINANCIAL PARTNERS LLC | UNSCREENED | 1.08% | no in-house ratios for this holding |
| APLD COMPUTECO 3 LLC | UNSCREENED | 1.07% | no in-house ratios for this holding |
| BEACH ACQUISITION BIDCO LLC | UNSCREENED | 1.04% | no in-house ratios for this holding |
| CENX CENTURY ALUMINUM COMPANY | COMPLIANT | 1.04% | AAOIFI10.4% Usmani16.7% Dow Jones Islamic15.7% S&P Shariah19.8% MSCI Islamic16.7% MSCI Islamic M-Series19.8% FTSE Shariah16.7% |
| COMPASS MINERALS INTERNATIONAL INC | UNSCREENED | 1.04% | no in-house ratios for this holding |
| A&K TRAVEL GROUP HOLDINGS LTD | UNSCREENED | 1.04% | no in-house ratios for this holding |
| WAND NEWCO 3 INC | UNSCREENED | 1.03% | no in-house ratios for this holding |
| RAVEN ACQUISITION HOLDINGS LLC | UNSCREENED | 1.03% | no in-house ratios for this holding |
| SE COSMOS LLC | UNSCREENED | 1.02% | no in-house ratios for this holding |
| DG Investment Intermediate Holdings 2 Inc | UNSCREENED | 1.01% | no in-house ratios for this holding |
| LSF12 HELIX PARENT LLC | UNSCREENED | 0.87% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.87% | no in-house ratios for this holding |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.87% | no in-house ratios for this holding |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.83% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| EyeCare Partners LLC | UNSCREENED | 0.83% | no in-house ratios for this holding |
| Trinitas CLO Ltd | UNSCREENED | 0.78% | no in-house ratios for this holding |
| BRUNDAGE-BONE CONCRETE PUMPING HOLDING INC | UNSCREENED | 0.77% | no in-house ratios for this holding |
| GALAXY HELIOS DATA CENTERS II LLC | UNSCREENED | 0.76% | no in-house ratios for this holding |
| OLYMPUS WATER US HOLDING CORP | UNSCREENED | 0.72% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.71% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.68% | no in-house ratios for this holding |
| GOAT HOLDCO LLC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| FERTITTA ENTERTAINMENT LLC / FERTITTA ENTERTAINMENT FINANCE COMPANY INC | UNSCREENED | 0.65% | no in-house ratios for this holding |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.61% | no in-house ratios for this holding |
| TRTX TPG RE FINANCE TRUST, INC | NON_COMPLIANT | 0.59% | AAOIFI558.4% Usmani75.6% Dow Jones Islamic560.5% S&P Shariah618.8% MSCI Islamic75.6% MSCI Islamic M-Series618.8% FTSE Shariah75.6% |
| BBAM US CLO LTD. | UNSCREENED | 0.58% | no in-house ratios for this holding |
| Starlight Parent LLC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| SELECT MEDICAL CORP | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Coreweave Compute Acquisition Co Iv LLC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| FORTRESS INTERMEDIATE 3 INC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| JANE STREET GROUP LLC / JSG FINANCE INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| PENN PENN ENTERTAINMENT INC | NON_COMPLIANT | 0.52% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| STATION CASINOS LLC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| AMN HEALTHCARE INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| ACHC ACADIA HEALTHCARE COMPANY INC | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HARVEST MIDSTREAM I LP | UNSCREENED | 0.52% | no in-house ratios for this holding |
| GB AIT BUYER INC | UNSCREENED | 0.51% | no in-house ratios for this holding |
| CCO HOLDINGS LLC / CCO HOLDINGS CAPITAL CORP | UNSCREENED | 0.51% | no in-house ratios for this holding |
| CCO HOLDINGS LLC / CCO HOLDINGS CAPITAL CORP | UNSCREENED | 0.51% | no in-house ratios for this holding |
| AVIS BUDGET CAR RENT LLC / AVIS BUDGET FINANCE INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| CLEVELAND-CLIFFS INC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| CLEVELAND-CLIFFS INC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| HUNTSMAN INTERNATIONAL LLC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| FIESTA PURCHASER INC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| SGH2 LLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| TOUCAN FINCO LTD / TOUCAN FINCO CAN INC / TOUCAN FINCO US LLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| JACOBS ENTERTAINMENT INC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| OSAIC HOLDINGS INC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| CLOUD SOFTWARE GROUP HOLDINGS INC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| CHAMP ACQUISITION CORP | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Clover Holdings 2, LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| W WAYFAIR LLC | COMPLIANT | 0.37% | AAOIFI29.3% Usmani116.8% Dow Jones Islamic38.9% S&P Shariah41.3% MSCI Islamic116.8% MSCI Islamic M-Series41.3% FTSE Shariah93.9% |
| Ineos US Finance LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| PIONEER OPCO LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| AMERITEX HOLDCO INTERMEDIATE LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| VM CONSOLIDATED INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| LIGHT AND WONDER INTERNATIONAL INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 0.30% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| ELK GROVE VILLAGE PROPERTY LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| JETBLUE AIRWAYS CORP / JETBLUE LOYALTY LP | UNSCREENED | 0.28% | no in-house ratios for this holding |
| COREWEAVE INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| JANE STREET GROUP LLC / JSG FINANCE INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| OLYMPUS WATER US HOLDING CORP | UNSCREENED | 0.26% | no in-house ratios for this holding |
| EMRLD BORROWER LP | UNSCREENED | 0.26% | no in-house ratios for this holding |
| OUTFRONT MEDIA CAPITAL LLC/OUTFRONT MEDIA CAPITAL CORP | UNSCREENED | 0.26% | no in-house ratios for this holding |
| 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% |
| VENTURE GLOBAL PLAQUEMINES LNG LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| MD PEDIATRIX MEDICAL GROUP INC | NON_COMPLIANT | 0.26% | AAOIFI28.2% Usmani29.1% Dow Jones Islamic41.0% S&P Shariah48.7% MSCI Islamic29.1% MSCI Islamic M-Series48.7% FTSE Shariah27.4% |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.26% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| HP PHRG Borrower LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Utex | UNSCREENED | 0.24% | no in-house ratios for this holding |
| INVERSION ESCROW ISSUER LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| HILCORP ENERGY I LP / HILCORP FINANCE CO | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Real Alloy Holdings | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SUN Sunoco LP | NON_COMPLIANT | 0.16% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| LAMAR MEDIA CORP (DELAWARE) | UNSCREENED | 0.15% | no in-house ratios for this holding |
| OUTFRONT MEDIA CAPITAL LLC/OUTFRONT MEDIA CAPITAL CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AVIENT CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NSIT INSIGHT ENTERPRISES INC | NON_COMPLIANT | 0.10% | AAOIFI31.2% Usmani12.9% Dow Jones Islamic36.5% S&P Shariah31.5% MSCI Islamic12.9% MSCI Islamic M-Series31.5% FTSE Shariah12.9% |
| 1011778 B.C. ULC / NEW RED FINANCE INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VFH PARENT LLC / VALOR CO-ISSUER INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| SPECIALTY STL HOLDCO INC SR PIK ACR NT 33 | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Medical Solutions Holdings Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Specialty Steel Holdings Inc | UNSCREENED | 0.07% | no in-house ratios for this holding |
| New Star Metals Inc | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Specialty Stl Holdco Inc | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Dynamo Us Bidco Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EyeCare Partners LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ARCTIC CMN | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Arctic Canadian Diamond Company Ltd | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Sterling Entertainment Enterprises, LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Burgundy Diamond Mines Ltd | UNSCREENED | 0.00% | no in-house ratios for this holding |
| High Ridge Brands Co ESCROW | UNSCREENED | 0.00% | no in-house ratios for this holding |
| NORTHWEST ACQ/DOMINION | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 2.4% of it passes AAOIFI, 1.3% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 2.4% ratios fail on 6.5% 85.9% not rated under AAOIFI
ratios pass on 1.4% ratios fail on 7.5% 85.9% not rated under Usmani
ratios pass on 1.8% ratios fail on 7.1% 85.9% not rated under Dow Jones Islamic
ratios pass on 1.8% ratios fail on 7.1% 85.9% not rated under S&P Shariah
ratios pass on 1.3% ratios fail on 7.6% 85.9% not rated under MSCI Islamic
ratios pass on 1.8% ratios fail on 7.1% 85.9% not rated under MSCI Islamic M-Series
ratios pass on 1.3% ratios fail on 7.6% 85.9% not rated under FTSE Shariah
14 of 126 listed holdings carry our own per-methodology verdicts (9% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 13 (8% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| CZR CAESARS ENTERTAINMENT INC | 1.69% |
| WEX WEX INC | 1.30% |
| POST POST HOLDINGS INC | 0.83% |
| TRTX TPG RE FINANCE TRUST, INC | 0.59% |
| PENN PENN ENTERTAINMENT INC | 0.52% |
| ACHC ACADIA HEALTHCARE COMPANY INC | 0.52% |
| PATK PATRICK INDUSTRIES INC | 0.30% |
| SUN Sunoco LP | 0.26% |
| MD PEDIATRIX MEDICAL GROUP INC | 0.26% |
| MOH MOLINA HEALTHCARE INC | 0.26% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Polen Opportunistic High Yield Fund (DDJRX) 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 |
|---|---|---|
| BAFFINLAND IRON MINES CORPnot matched to a ticker | 4.43% | Not screened |
| CVET Midco 2 LPnot matched to a ticker | 4.42% | Not screened |
| Auction.com LLC (f/k/a Ten-X LLC)not matched to a ticker | 2.59% | Not screened |
| Aruba Investments Holdings LLCnot matched to a ticker | 2.57% | Not screened |
| Performance Health Holdings, Inc.not matched to a ticker | 2.37% | Not screened |
| DEXKO GLOBAL INCnot matched to a ticker | 2.21% | Not screened |
| Infinite Bidco LLCnot matched to a ticker | 2.19% | Not screened |
| Altar Bidco Incnot matched to a ticker | 1.93% | Not screened |
| ATHENAHEALTH GROUP INCnot matched to a ticker | 1.74% | Not screened |
| CZRCAESARS ENTERTAINMENT INC | 1.69% | Non-compliant |
Top 10 of 126 holdings, 26.1% 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 DDJRX. 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) | 38.30 | NEUTRAL |
| Stochastic %K (14) | 18.27 | BUY |
| CCI (20) | -73.03 | NEUTRAL |
| Williams %R (14) | -81.73 | BUY |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -0.45 | SELL |
| Momentum (10) | -0.03 | SELL |
| EMA (10) | 6.63 | SELL |
| SMA (10) | 6.62 | SELL |
| EMA (20) | 6.65 | SELL |
| SMA (20) | 6.66 | SELL |
| EMA (30) | 6.65 | SELL |
| SMA (30) | 6.67 | SELL |
| EMA (50) | 6.66 | SELL |
| SMA (50) | 6.66 | SELL |
| EMA (100) | 6.65 | SELL |
| SMA (100) | 6.66 | SELL |
| EMA (200) | 6.64 | SELL |
| SMA (200) | 6.65 | 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.