Verdicts genuinely change. Free email alert the moment DGBCX'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.
BNY Mellon Developed Markets Real Estate Securities Fund · BNY Mellon Investment Funds V, Inc.
108 holdings
NON-COMPLIANT 56.80% of portfolio weight is in non-compliant holdings, over the 5% threshold.
108 holdings, 85 matched (87% of weight). Portfolio as of 2026-07-31, filed 2026-09-24. Source: SEC Form N-PORT.
1.51% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (76 of 108 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.
29.7% compliant 0.0% questionable 56.8% non-compliant 13.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| WELL WELLTOWER INC | COMPLIANT | 7.06% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| PLD PROLOGIS INC | COMPLIANT | 5.93% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| EQIX EQUINIX INC | COMPLIANT | 5.65% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| DLR DIGITAL REALTY TRUST INC | COMPLIANT | 3.99% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VTR VENTAS INC | COMPLIANT | 3.45% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| GMG.AX GOODMAN GROUP | NON_COMPLIANT | 2.43% | AAOIFI10.2% Usmani18.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic18.2% MSCI Islamic M-Seriesfail FTSE Shariah18.2% |
| BRIXMOR PROPERTY GROUP INC | UNSCREENED | 2.36% | no in-house ratios for this holding |
| EXR EXTRA SPACE STORAGE INC | NON_COMPLIANT | 2.33% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UDR UDR INC | NON_COMPLIANT | 2.00% | AAOIFI41.8% Usmani54.8% Dow Jones Islamic45.2% S&P Shariah46.9% MSCI Islamic54.8% MSCI Islamic M-Series46.9% FTSE Shariah54.8% |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 1.93% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| CPT CAMDEN PROPERTY TRUST | NON_COMPLIANT | 1.79% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SPG SIMON PROPERTY GROUP INC | NON_COMPLIANT | 1.77% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| KRG KITE REALTY GROUP TRUST | NON_COMPLIANT | 1.75% | AAOIFI54.4% Usmani45.4% Dow Jones Islamic57.1% S&P Shariah59.9% MSCI Islamic45.4% MSCI Islamic M-Series59.9% FTSE Shariah45.4% |
| KIM KIMCO REALTY CORP | NON_COMPLIANT | 1.72% | AAOIFI51.8% Usmani38.5% Dow Jones Islamic53.4% S&P Shariah57.2% MSCI Islamic38.5% MSCI Islamic M-Series57.2% FTSE Shariah38.5% |
| AGREE REALTY CORP | UNSCREENED | 1.70% | no in-house ratios for this holding |
| FIRST INDUSTRIAL REALTY TRUST INC | UNSCREENED | 1.68% | no in-house ratios for this holding |
| INVH INVITATION HOMES INC | NON_COMPLIANT | 1.64% | AAOIFI52.4% Usmani46.2% Dow Jones Islamic47.8% S&P Shariah46.8% MSCI Islamic46.2% MSCI Islamic M-Series46.8% FTSE Shariah46.2% |
| VICI VICI PROPERTIES INC | NON_COMPLIANT | 1.57% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| MAC MACERICH COMPANY (THE) | NON_COMPLIANT | 1.53% | AAOIFI73.6% Usmani56.9% Dow Jones Islamic104.4% S&P Shariah119.9% MSCI Islamic56.9% MSCI Islamic M-Series119.9% FTSE Shariah56.9% |
| URW.PA UNIBAIL-RODAMCO-WESTFIELD SE | NON_COMPLIANT | 1.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| IRON MOUNTAIN INC (REIT) | UNSCREENED | 1.40% | no in-house ratios for this holding |
| 8801.T MITSUI FUDOSAN COMPANY LTD | NON_COMPLIANT | 1.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AHR AMERICAN HEALTHCARE REIT INC | COMPLIANT | 1.39% | AAOIFI14.3% Usmani33.6% Dow Jones Islamic22.1% S&P Shariah25.8% MSCI Islamic31.1% MSCI Islamic M-Series25.8% FTSE Shariah31.1% |
| 0016.HK SUN HUNG KAI PROPERTIES LTD | NON_COMPLIANT | 1.35% | AAOIFI30.3% Usmani13.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic12.9% MSCI Islamic M-Series— FTSE Shariah12.9% |
| ELS EQUITY LIFESTYLE PROPERTIES INC | COMPLIANT | 1.28% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| SCG.AX SCENTRE GROUP LTD | NON_COMPLIANT | 1.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 8830.T SUMITOMO REALTY & DEVELOPMENT CO LTD | NON_COMPLIANT | 1.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HST HOST HOTELS & RESORTS INC | NON_COMPLIANT | 1.05% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| O REALTY INCOME CORP | NON_COMPLIANT | 1.04% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| 8802.T MITSUBISHI ESTATE CO LTD | NON_COMPLIANT | 1.00% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MRL.MC MERLIN PROPERTIES SOCIMI SA | NON_COMPLIANT | 0.96% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SBRA SABRA HEALTH CARE REIT INC | NON_COMPLIANT | 0.91% | AAOIFI49.4% Usmani47.6% Dow Jones Islamic61.2% S&P Shariah69.2% MSCI Islamic47.6% MSCI Islamic M-Series69.2% FTSE Shariah47.6% |
| CUZ COUSINS PROPERTIES INC | NON_COMPLIANT | 0.89% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| BLND.L BRITISH LAND COMPANY PLC (THE) | NON_COMPLIANT | 0.88% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| A17U.SI CAPITALAND ASCENDAS REIT | NON_COMPLIANT | 0.86% | AAOIFI65.4% Usmani43.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic40.0% MSCI Islamic M-Seriesfail FTSE Shariah40.0% |
| 0823.HK LINK REAL ESTATE INVESTMENT TRUST | NON_COMPLIANT | 0.83% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| NXT.AX NEXTDC LTD | NON_COMPLIANT | 0.83% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CSH-UN.TO CHARTWELL RETIREMENT RESIDENCES | NON_COMPLIANT | 0.83% | AAOIFI43.9% Usmani59.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.2% MSCI Islamic M-Seriesfail FTSE Shariah59.2% |
| BBOX.L TRITAX BIG BOX REIT PLC | NON_COMPLIANT | 0.77% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AED.BR AEDIFICA SA | NON_COMPLIANT | 0.75% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VNO VORNADO REALTY TRUST | NON_COMPLIANT | 0.73% | AAOIFI35.1% Usmani16.7% Dow Jones Islamic37.5% S&P Shariah41.9% MSCI Islamic16.7% MSCI Islamic M-Series41.9% FTSE Shariah16.7% |
| ARE ALEXANDRIA REAL ESTATE EQUITIES INC | NON_COMPLIANT | 0.72% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| REI-UN.TO RIOCAN REAL ESTATE INVESTMENT TRUST | NON_COMPLIANT | 0.64% | AAOIFI119.2% Usmani48.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.2% MSCI Islamic M-Seriesfail FTSE Shariah48.2% |
| WAREHOUSE DE PAUW NV | UNSCREENED | 0.63% | no in-house ratios for this holding |
| 8952.T JAPAN REAL ESTATE INVESTMENT CORP | NON_COMPLIANT | 0.61% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SPSN.SW SWISS PRIME SITE AG | NON_COMPLIANT | 0.61% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MGR.AX MIRVAC GROUP | NON_COMPLIANT | 0.61% | AAOIFI51.8% Usmani26.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic25.7% MSCI Islamic M-Seriesfail FTSE Shariah25.7% |
| DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS | UNSCREENED | 0.60% | no in-house ratios for this holding |
| 3462.T NOMURA REAL ESTATE MASTER FUND INC | NON_COMPLIANT | 0.60% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DRH DIAMONDROCK HOSPITALITY COMPANY | NON_COMPLIANT | 0.58% | AAOIFI44.7% Usmani35.8% Dow Jones Islamic60.3% S&P Shariah62.3% MSCI Islamic35.8% MSCI Islamic M-Series62.3% FTSE Shariah35.8% |
| AMH AMERICAN HOMES 4 RENT | NON_COMPLIANT | 0.57% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| LEG.DE LEG IMMOBILIEN SE | NON_COMPLIANT | 0.56% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CORPORACION INMOBILIARIA VESTA SAB DE CV | UNSCREENED | 0.55% | no in-house ratios for this holding |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | NON_COMPLIANT | 0.55% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| 8951.T NIPPON BUILDING FUND INC | NON_COMPLIANT | 0.55% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JAN JANUS LIVING INC | COMPLIANT | 0.51% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| 3281.T GLP J-REIT | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LMP.L LONDONMETRIC PROPERTY PLC | NON_COMPLIANT | 0.48% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CATE.ST CATENA AB | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GFC.PA GECINA SA | NON_COMPLIANT | 0.46% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VNA.DE VONOVIA SE | NON_COMPLIANT | 0.44% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KENEDIX OFFICE INVESTMENT CORP | UNSCREENED | 0.43% | no in-house ratios for this holding |
| SL GREEN REALTY CORP | UNSCREENED | 0.43% | no in-house ratios for this holding |
| DEXUS | UNSCREENED | 0.42% | no in-house ratios for this holding |
| SUI SUN COMMUNITIES INC | COMPLIANT | 0.42% | AAOIFI50.8% Usmani59.8% Dow Jones Islamic48.7% S&P Shariah50.2% MSCI Islamic59.8% MSCI Islamic M-Series50.2% FTSE Shariah59.8% |
| ADVANCE RESIDENCE INVESTMENT CORP | UNSCREENED | 0.40% | no in-house ratios for this holding |
| C38U.SI CAPITALAND INTEGRATED COMMERCIAL TRUST | NON_COMPLIANT | 0.40% | AAOIFI53.3% Usmani36.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic36.5% MSCI Islamic M-Seriesfail FTSE Shariah36.5% |
| REXR REXFORD INDUSTRIAL REALTY INC | NON_COMPLIANT | 0.40% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| PHP.L PRIMARY HEALTH PROPERTIES PLC | NON_COMPLIANT | 0.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UTG.L UNITE GROUP PLC (THE) | NON_COMPLIANT | 0.39% | AAOIFI52.7% Usmani22.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic21.1% MSCI Islamic M-Seriesfail FTSE Shariah21.1% |
| SGP.AX STOCKLAND TRUST MANAGEMENT LTD | NON_COMPLIANT | 0.38% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| EQUITY RESIDENTIAL | UNSCREENED | 0.38% | no in-house ratios for this holding |
| TEG.DE TAG IMMOBILIEN AG | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CTRE CARETRUST REIT INC | NON_COMPLIANT | 0.35% | AAOIFI14.0% Usmani20.3% Dow Jones Islamic17.7% S&P Shariah21.9% MSCI Islamic20.3% MSCI Islamic M-Series21.9% FTSE Shariah20.3% |
| BROADSTONE NET LEASE INC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| 1997.HK WHARF REAL ESTATE INVESTMENT CO LTD | NON_COMPLIANT | 0.35% | AAOIFI35.8% Usmani14.8% Dow Jones Islamic— S&P Shariah— MSCI Islamic14.8% MSCI Islamic M-Series— FTSE Shariah14.8% |
| 9CI.SI CAPITALAND INVESTMENT LTD | NON_COMPLIANT | 0.34% | AAOIFI63.7% Usmani37.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic35.0% MSCI Islamic M-Seriesfail FTSE Shariah35.0% |
| H78.SI HONGKONG LAND HOLDINGS LTD | NON_COMPLIANT | 0.33% | AAOIFI33.7% Usmani15.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic15.3% MSCI Islamic M-Seriesfail FTSE Shariah15.3% |
| K71U.SI KEPPEL REIT LTD | NON_COMPLIANT | 0.33% | AAOIFI87.4% Usmani37.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic37.6% MSCI Islamic M-Seriesfail FTSE Shariah37.6% |
| CUBE CUBESMART | NON_COMPLIANT | 0.32% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CSQUARE INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| BXP BXP INC | NON_COMPLIANT | 0.31% | AAOIFI8.5% Usmani3.9% Dow Jones Islamic9.4% S&P Shariah9.9% MSCI Islamic3.9% MSCI Islamic M-Series9.9% FTSE Shariah3.9% |
| KILROY REALTY CORP | UNSCREENED | 0.30% | no in-house ratios for this holding |
| 8804.T TOKYO TATEMONO CO LTD | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GPT.AX GPT MANAGEMENT HOLDINGS LTD | NON_COMPLIANT | 0.30% | AAOIFI58.1% Usmani32.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic32.6% MSCI Islamic M-Seriesfail FTSE Shariah32.6% |
| C09.SI CITY DEVELOPMENTS LTD | NON_COMPLIANT | 0.30% | AAOIFI182.9% Usmani54.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic52.0% MSCI Islamic M-Seriesfail FTSE Shariah52.0% |
| HMSO.L HAMMERSON PLC | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LXP LXP INDUSTRIAL TRUST | NON_COMPLIANT | 0.29% | AAOIFI38.0% Usmani39.4% Dow Jones Islamic51.3% S&P Shariah53.6% MSCI Islamic39.4% MSCI Islamic M-Series53.6% FTSE Shariah39.4% |
| FABG.ST FABEGE AB | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMERICOLD REALTY TRUST INC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| MERY.PA MERCIALYS SA | NON_COMPLIANT | 0.28% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NTDU.SI NTT DC REIT | NON_COMPLIANT | 0.26% | AAOIFI51.9% Usmani28.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic28.9% MSCI Islamic M-Seriesfail FTSE Shariah28.9% |
| IRISH RESIDENTIAL PROPERTIES REAL ESTATE INVESTMENT TRUST PLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| J69U.SI FRASERS CENTREPOINT TRUST | NON_COMPLIANT | 0.25% | AAOIFI60.5% Usmani34.7% Dow Jones Islamic— S&P Shariah— MSCI Islamic34.7% MSCI Islamic M-Series— FTSE Shariah34.7% |
| RYMAN HOSPITALITY PROPERTIES INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| 1972.HK SWIRE PROPERTIES LTD | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SGRO.L SEGRO PLC | NON_COMPLIANT | 0.22% | AAOIFI43.5% Usmani31.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic30.8% MSCI Islamic M-Seriesfail FTSE Shariah30.8% |
| LINE LINEAGE INC | NON_COMPLIANT | 0.21% | AAOIFI78.9% Usmani43.1% Dow Jones Islamic66.3% S&P Shariahfail MSCI Islamic36.3% MSCI Islamic M-Seriesfail FTSE Shariah32.9% |
| 8963.T INVINCIBLE INVESTMENT CORP | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SHUR.BR SHURGARD SELF STORAGE LTD | NON_COMPLIANT | 0.19% | AAOIFI74.2% Usmani25.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.4% MSCI Islamic M-Seriesfail FTSE Shariah23.4% |
| 3282.T COMFORIA RESIDENTIAL REIT INC | NON_COMPLIANT | 0.19% | AAOIFI79.7% Usmani52.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic52.8% MSCI Islamic M-Seriesfail FTSE Shariah52.8% |
| DAIWA OFFICE INVESTMENT CORP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| 3466.T LASALLE LOGIPORT REIT | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| INGENIA COMMUNITIES GROUP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GEMLIFE COMMUNITIES GROUP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| DIGICO INFRASTRUCTURE REIT | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CLNX.MC CELLNEX TELECOM SA | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KASUMIGASEKI HOTEL REIT INVESTMENT CORP | UNSCREENED | 0.12% | no in-house ratios for this holding |
The published standards disagree about this fund by 24 points of portfolio weight — 27.5% of it passes AAOIFI, 3.7% passes Usmani. 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 27.5% ratios fail on 46.4% 26.0% not rated under AAOIFI
ratios pass on 3.7% ratios fail on 60.0% 36.2% not rated under Usmani
ratios pass on 24.1% ratios fail on 47.9% 27.9% not rated under Dow Jones Islamic
ratios pass on 24.1% ratios fail on 47.9% 27.9% not rated under S&P Shariah
ratios pass on 13.8% ratios fail on 57.7% 28.4% not rated under MSCI Islamic
ratios pass on 24.1% ratios fail on 47.9% 27.9% not rated under MSCI Islamic M-Series
ratios pass on 14.0% ratios fail on 57.5% 28.4% not rated under FTSE Shariah
85 of 108 listed holdings carry our own per-methodology verdicts (86% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 51 (65% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| GMG.AX GOODMAN GROUP | 2.43% |
| EXR EXTRA SPACE STORAGE INC | 2.33% |
| UDR UDR INC | 2.00% |
| PSA PUBLIC STORAGE | 1.93% |
| CPT CAMDEN PROPERTY TRUST | 1.79% |
| SPG SIMON PROPERTY GROUP INC | 1.77% |
| KRG KITE REALTY GROUP TRUST | 1.75% |
| KIM KIMCO REALTY CORP | 1.72% |
| INVH INVITATION HOMES INC | 1.64% |
| VICI VICI PROPERTIES INC | 1.57% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
BNY Mellon Developed Markets Real Estate Securities Fund (DGBCX) 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 |
|---|---|---|
| WELLWELLTOWER INC | 7.06% | Compliant |
| PLDPROLOGIS INC | 5.93% | Compliant |
| EQIXEQUINIX INC | 5.65% | Compliant |
| DLRDIGITAL REALTY TRUST INC | 3.99% | Compliant |
| VTRVENTAS INC | 3.45% | Compliant |
| GMG.AXGOODMAN GROUP | 2.43% | Non-compliant |
| BRIXMOR PROPERTY GROUP INCnot matched to a ticker | 2.36% | Not screened |
| EXREXTRA SPACE STORAGE INC | 2.33% | Non-compliant |
| UDRUDR INC | 2.00% | Non-compliant |
| PSAPUBLIC STORAGE | 1.93% | Non-compliant |
Top 10 of 108 holdings, 37.1% 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 DGBCX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 33.70 | NEUTRAL |
| Stochastic %K (14) | 24.32 | NEUTRAL |
| CCI (20) | -71.61 | NEUTRAL |
| Williams %R (14) | -75.68 | NEUTRAL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -1.67 | SELL |
| Momentum (10) | -0.15 | SELL |
| EMA (10) | 8.88 | SELL |
| SMA (10) | 8.87 | SELL |
| EMA (20) | 9.00 | SELL |
| SMA (20) | 8.99 | SELL |
| EMA (30) | 9.10 | SELL |
| SMA (30) | 9.12 | SELL |
| EMA (50) | 9.23 | SELL |
| SMA (50) | 9.34 | SELL |
| EMA (100) | 9.32 | SELL |
| SMA (100) | 9.46 | SELL |
| EMA (200) | 9.18 | SELL |
| SMA (200) | 9.29 | 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.