Verdicts genuinely change. Free email alert the moment DOPIX'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 Opportunistic Small Cap Fund · BNY Mellon Advantage Funds, Inc.
109 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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 43.77% of portfolio weight is in non-compliant holdings, over the 5% threshold.
109 holdings, 79 matched (72% of weight). Portfolio as of 2025-11-30, filed 2026-01-26. Source: SEC Form N-PORT.
1.10% of this portfolio’s income is non-permissible — weighted across holdings, computed over 58% of portfolio weight (65 of 109 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.
29.2% compliant 0.0% questionable 43.3% non-compliant 27.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Insmed Inc | UNSCREENED | 2.86% | no in-house ratios for this holding |
| AGI Alamos Gold Inc | COMPLIANT | 1.84% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CWEN Clearway Energy Inc | NON_COMPLIANT | 1.76% | AAOIFI151.8% Usmani59.0% Dow Jones Islamic159.3% S&P Shariah176.9% MSCI Islamic59.0% MSCI Islamic M-Series176.9% FTSE Shariah54.0% |
| VIAV Viavi Solutions Inc | COMPLIANT | 1.56% | AAOIFI11.3% Usmani41.5% Dow Jones Islamic24.0% S&P Shariah29.9% MSCI Islamic41.5% MSCI Islamic M-Series29.9% FTSE Shariah40.0% |
| FLS Flowserve Corp | COMPLIANT | 1.56% | AAOIFI23.8% Usmani36.7% Dow Jones Islamic28.9% S&P Shariah32.3% MSCI Islamic36.7% MSCI Islamic M-Series32.3% FTSE Shariah33.8% |
| SKYW SkyWest Inc | NON_COMPLIANT | 1.54% | AAOIFI62.0% Usmani32.2% Dow Jones Islamic59.8% S&P Shariah68.4% MSCI Islamic32.2% MSCI Islamic M-Series68.4% FTSE Shariah31.0% |
| GENI Genius Sports Ltd | NON_COMPLIANT | 1.53% | AAOIFI1.7% Usmani2.7% Dow Jones Islamic21.8% S&P Shariah23.3% MSCI Islamic2.7% MSCI Islamic M-Series23.3% FTSE Shariah0.0% |
| DREYFUS INSTITUTIONAL PREFERRE | UNSCREENED | 1.43% | no in-house ratios for this holding |
| PRVA Privia Health Group Inc | NON_COMPLIANT | 1.43% | AAOIFI0.3% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| First Busey Corp | UNSCREENED | 1.43% | no in-house ratios for this holding |
| COLB Columbia Banking System Inc | NON_COMPLIANT | 1.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FRME First Merchants Corp | NON_COMPLIANT | 1.43% | AAOIFI62.3% Usmani7.8% Dow Jones Islamic72.5% S&P Shariah78.0% MSCI Islamic7.8% MSCI Islamic M-Series78.0% FTSE Shariah7.8% |
| Baldwin Insurance Group Inc/Th | UNSCREENED | 1.42% | no in-house ratios for this holding |
| SFNC Simmons First National Corp | NON_COMPLIANT | 1.40% | AAOIFI9.6% Usmani1.3% Dow Jones Islamic12.0% S&P Shariah13.1% MSCI Islamic1.3% MSCI Islamic M-Series13.1% FTSE Shariah1.3% |
| FHN First Horizon Corp | NON_COMPLIANT | 1.38% | AAOIFI187.6% Usmani26.2% Dow Jones Islamic208.5% S&P Shariah233.7% MSCI Islamic26.2% MSCI Islamic M-Series233.7% FTSE Shariah26.2% |
| CRC California Resources Corp | COMPLIANT | 1.36% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| MDU MDU Resources Group Inc | NON_COMPLIANT | 1.31% | AAOIFI62.6% Usmani33.4% Dow Jones Islamic59.6% S&P Shariah60.0% MSCI Islamic33.4% MSCI Islamic M-Series60.0% FTSE Shariah33.4% |
| FLR Fluor Corp | NON_COMPLIANT | 1.30% | AAOIFI15.0% Usmani14.2% Dow Jones Islamic14.5% S&P Shariah15.0% MSCI Islamic14.2% MSCI Islamic M-Series15.0% FTSE Shariah14.2% |
| Crescent Energy Co | UNSCREENED | 1.29% | no in-house ratios for this holding |
| GTES Gates Industrial Corp PLC | NON_COMPLIANT | 1.27% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| PennyMac Financial Services In | UNSCREENED | 1.25% | no in-house ratios for this holding |
| FROG JFrog Ltd | COMPLIANT | 1.24% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| Brink's Co/The | UNSCREENED | 1.21% | no in-house ratios for this holding |
| AA Alcoa Corp | COMPLIANT | 1.18% | AAOIFI16.9% Usmani13.2% Dow Jones Islamic24.5% S&P Shariah28.1% MSCI Islamic13.2% MSCI Islamic M-Series28.1% FTSE Shariah13.2% |
| YETI YETI Holdings Inc | COMPLIANT | 1.17% | AAOIFI6.7% Usmani19.4% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic19.4% MSCI Islamic M-Series7.7% FTSE Shariah7.7% |
| LBRT Liberty Energy Inc | NON_COMPLIANT | 1.16% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| SYNA Synaptics Inc | COMPLIANT | 1.13% | AAOIFI22.6% Usmani41.7% Dow Jones Islamic28.1% S&P Shariah26.5% MSCI Islamic41.7% MSCI Islamic M-Series26.5% FTSE Shariah39.8% |
| Sun Country Airlines Holdings | UNSCREENED | 1.13% | no in-house ratios for this holding |
| Expro Group Holdings NV | UNSCREENED | 1.12% | no in-house ratios for this holding |
| PJT PJT Partners Inc | NON_COMPLIANT | 1.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | UNSCREENED | 1.10% | no in-house ratios for this holding |
| EPR EPR Properties | NON_COMPLIANT | 1.09% | 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 | 1.09% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| CNX CNX Resources Corp | NON_COMPLIANT | 1.08% | AAOIFI42.4% Usmani26.0% Dow Jones Islamic47.9% S&P Shariah52.8% MSCI Islamic25.7% MSCI Islamic M-Series52.8% FTSE Shariah24.3% |
| OGS ONE Gas Inc | NON_COMPLIANT | 1.07% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| Hayward Holdings Inc | UNSCREENED | 1.05% | no in-house ratios for this holding |
| LCII LCI Industries | NON_COMPLIANT | 1.03% | AAOIFI46.0% Usmani35.1% Dow Jones Islamic45.1% S&P Shariah44.8% MSCI Islamic35.1% MSCI Islamic M-Series44.8% FTSE Shariah26.1% |
| WLYB John Wiley & Sons Inc | NON_COMPLIANT | 1.02% | AAOIFI28.0% Usmani29.7% Dow Jones Islamic31.1% S&P Shariah32.9% MSCI Islamic29.7% MSCI Islamic M-Series32.9% FTSE Shariah26.4% |
| MGNI Magnite Inc | COMPLIANT | 1.00% | AAOIFI12.3% Usmani14.0% Dow Jones Islamic18.0% S&P Shariah20.7% MSCI Islamic14.0% MSCI Islamic M-Series20.7% FTSE Shariah11.8% |
| VOYA Voya Financial Inc | NON_COMPLIANT | 0.97% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| WD Walker & Dunlop Inc | NON_COMPLIANT | 0.97% | AAOIFI3.6% Usmani1.2% Dow Jones Islamic2.6% S&P Shariah2.4% MSCI Islamic1.2% MSCI Islamic M-Series2.4% FTSE Shariah1.2% |
| First Watch Restaurant Group I | UNSCREENED | 0.96% | no in-house ratios for this holding |
| MCB Metropolitan Bank Holding Corp | NON_COMPLIANT | 0.96% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DLB Dolby Laboratories Inc | COMPLIANT | 0.96% | AAOIFI0.8% Usmani1.5% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.5% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| Synovus Financial Corp | UNSCREENED | 0.95% | no in-house ratios for this holding |
| NPO Enpro Inc | COMPLIANT | 0.95% | AAOIFI9.2% Usmani22.1% Dow Jones Islamic12.5% S&P Shariah14.2% MSCI Islamic22.1% MSCI Islamic M-Series14.2% FTSE Shariah21.6% |
| ENS EnerSys | COMPLIANT | 0.95% | AAOIFI17.1% Usmani28.3% Dow Jones Islamic22.3% S&P Shariah24.2% MSCI Islamic28.2% MSCI Islamic M-Series24.2% FTSE Shariah26.3% |
| COHU Cohu Inc | COMPLIANT | 0.94% | AAOIFI9.5% Usmani26.3% Dow Jones Islamic23.3% S&P Shariah23.0% MSCI Islamic26.3% MSCI Islamic M-Series23.0% FTSE Shariah23.5% |
| PBF PBF Energy Inc | NON_COMPLIANT | 0.93% | AAOIFI28.2% Usmani17.1% Dow Jones Islamic64.1% S&P Shariah58.0% MSCI Islamic16.9% MSCI Islamic M-Series58.0% FTSE Shariah11.9% |
| Ollie's Bargain Outlet Holding | UNSCREENED | 0.91% | no in-house ratios for this holding |
| LITE Lumentum Holdings Inc | COMPLIANT | 0.90% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| FIGS Figs Inc | COMPLIANT | 0.90% | AAOIFI2.4% Usmani9.9% Dow Jones Islamic4.1% S&P Shariah4.5% MSCI Islamic9.9% MSCI Islamic M-Series4.5% FTSE Shariah0.0% |
| MYRG MYR Group Inc | COMPLIANT | 0.89% | AAOIFI1.5% Usmani4.0% Dow Jones Islamic1.9% S&P Shariah2.1% MSCI Islamic3.9% MSCI Islamic M-Series2.1% FTSE Shariah0.6% |
| BKV BKV Corp | NON_COMPLIANT | 0.89% | AAOIFI42.7% Usmani29.5% Dow Jones Islamic56.5% S&P Shariahfail MSCI Islamic29.5% MSCI Islamic M-Seriesfail FTSE Shariah29.5% |
| Belden Inc | UNSCREENED | 0.89% | no in-house ratios for this holding |
| Syndax Pharmaceuticals Inc | UNSCREENED | 0.87% | no in-house ratios for this holding |
| Texas Capital Bancshares Inc | UNSCREENED | 0.87% | no in-house ratios for this holding |
| MC Moelis & Co | NON_COMPLIANT | 0.86% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MIRM Mirum Pharmaceuticals Inc | COMPLIANT | 0.86% | AAOIFI11.6% Usmani73.0% Dow Jones Islamic20.3% S&P Shariah25.7% MSCI Islamic73.0% MSCI Islamic M-Series25.7% FTSE Shariah71.8% |
| JJSF J & J Snack Foods Corp | COMPLIANT | 0.86% | AAOIFI14.0% Usmani16.3% Dow Jones Islamic10.5% S&P Shariah9.3% MSCI Islamic16.2% MSCI Islamic M-Series9.3% FTSE Shariah4.2% |
| EPAC Enerpac Tool Group Corp | COMPLIANT | 0.86% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic9.2% S&P Shariah9.7% MSCI Islamic22.9% MSCI Islamic M-Series9.7% FTSE Shariah22.9% |
| OBK Origin Bancorp Inc | NON_COMPLIANT | 0.85% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STAG STAG Industrial Inc | NON_COMPLIANT | 0.84% | AAOIFI44.2% Usmani44.6% Dow Jones Islamic48.2% S&P Shariah49.6% MSCI Islamic44.6% MSCI Islamic M-Series49.6% FTSE Shariah44.6% |
| Ryman Hospitality Properties I | UNSCREENED | 0.84% | no in-house ratios for this holding |
| PRDO Perdoceo Education Corp | NON_COMPLIANT | 0.83% | AAOIFI2.3% Usmani4.2% Dow Jones Islamic2.5% S&P Shariah2.9% MSCI Islamic3.6% MSCI Islamic M-Series2.9% FTSE Shariah0.0% |
| MEOH Methanex Corp | NON_COMPLIANT | 0.82% | AAOIFI58.9% Usmani37.8% Dow Jones Islamic88.2% S&P Shariah89.5% MSCI Islamic37.8% MSCI Islamic M-Series89.5% FTSE Shariah37.8% |
| JBI Janus International Group Inc | NON_COMPLIANT | 0.81% | AAOIFI89.6% Usmani47.6% Dow Jones Islamic59.6% S&P Shariah47.3% MSCI Islamic47.5% MSCI Islamic M-Series47.3% FTSE Shariah41.6% |
| NOMD Nomad Foods Ltd | NON_COMPLIANT | 0.79% | AAOIFI142.4% Usmani36.2% Dow Jones Islamic127.1% S&P Shariah118.8% MSCI Islamic36.2% MSCI Islamic M-Series118.8% FTSE Shariah36.2% |
| ENSG Ensign Group Inc/The | COMPLIANT | 0.79% | AAOIFI22.6% Usmani39.1% Dow Jones Islamic24.0% S&P Shariah26.7% MSCI Islamic39.1% MSCI Islamic M-Series26.7% FTSE Shariah2.4% |
| NTST NETSTREIT Corp | NON_COMPLIANT | 0.79% | AAOIFI68.1% Usmani46.0% Dow Jones Islamic94.2% S&P Shariah104.2% MSCI Islamic46.0% MSCI Islamic M-Series104.2% FTSE Shariah46.0% |
| VVV Valvoline Inc | NON_COMPLIANT | 0.78% | AAOIFI49.7% Usmani58.5% Dow Jones Islamic44.0% S&P Shariah42.7% MSCI Islamic58.5% MSCI Islamic M-Series42.7% FTSE Shariah47.6% |
| INSP Inspire Medical Systems Inc | COMPLIANT | 0.77% | AAOIFI1.6% Usmani3.1% Dow Jones Islamic0.8% S&P Shariah0.7% MSCI Islamic3.1% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| MTH Meritage Homes Corp | NON_COMPLIANT | 0.77% | AAOIFI13.3% Usmani7.6% Dow Jones Islamic11.3% S&P Shariah11.0% MSCI Islamic7.6% MSCI Islamic M-Series11.0% FTSE Shariah7.6% |
| SPB Spectrum Brands Holdings Inc | NON_COMPLIANT | 0.76% | AAOIFI36.8% Usmani20.9% Dow Jones Islamic42.3% S&P Shariah37.7% MSCI Islamic20.9% MSCI Islamic M-Series37.7% FTSE Shariah17.2% |
| UCTT Ultra Clean Holdings Inc | COMPLIANT | 0.76% | AAOIFI23.7% Usmani40.5% Dow Jones Islamic38.9% S&P Shariah40.9% MSCI Islamic40.5% MSCI Islamic M-Series40.9% FTSE Shariah31.2% |
| SLM SLM Corp | NON_COMPLIANT | 0.75% | AAOIFI118.3% Usmani20.4% Dow Jones Islamic109.5% S&P Shariah119.8% MSCI Islamic20.4% MSCI Islamic M-Series119.8% FTSE Shariah20.4% |
| Lindblad Expeditions Holdings | UNSCREENED | 0.73% | no in-house ratios for this holding |
| WHD Cactus Inc | COMPLIANT | 0.73% | AAOIFI0.8% Usmani2.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| COPT Defense Properties | UNSCREENED | 0.71% | no in-house ratios for this holding |
| BKU BankUnited Inc | NON_COMPLIANT | 0.70% | AAOIFI9.7% Usmani0.9% Dow Jones Islamic10.8% S&P Shariah12.2% MSCI Islamic0.9% MSCI Islamic M-Series12.2% FTSE Shariah0.9% |
| HRI Herc Holdings Inc | NON_COMPLIANT | 0.69% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| Stellar Bancorp Inc | UNSCREENED | 0.68% | no in-house ratios for this holding |
| SHOO Steven Madden Ltd | COMPLIANT | 0.67% | AAOIFI11.8% Usmani20.5% Dow Jones Islamic14.4% S&P Shariah14.0% MSCI Islamic20.5% MSCI Islamic M-Series14.0% FTSE Shariah6.8% |
| LEVI Levi Strauss & Co | COMPLIANT | 0.65% | AAOIFI28.4% Usmani34.7% Dow Jones Islamic313.9% S&P Shariah330.6% MSCI Islamic34.7% MSCI Islamic M-Series330.6% FTSE Shariah15.8% |
| CVCO Cavco Industries Inc | COMPLIANT | 0.65% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| KalVista Pharmaceuticals Inc | UNSCREENED | 0.63% | no in-house ratios for this holding |
| NVST Envista Holdings Corp | NON_COMPLIANT | 0.57% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| Blackbaud Inc | UNSCREENED | 0.57% | no in-house ratios for this holding |
| BKSY BlackSky Technology Inc | COMPLIANT | 0.56% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ACV Auctions Inc | UNSCREENED | 0.55% | no in-house ratios for this holding |
| Seacoast Banking Corp of Flori | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Americold Realty Trust Inc | UNSCREENED | 0.54% | no in-house ratios for this holding |
| VC Visteon Corp | COMPLIANT | 0.54% | AAOIFI15.8% Usmani12.6% Dow Jones Islamic16.4% S&P Shariah15.4% MSCI Islamic12.6% MSCI Islamic M-Series15.4% FTSE Shariah8.7% |
| Soleno Therapeutics Inc | UNSCREENED | 0.53% | no in-house ratios for this holding |
| KNF Knife River Corp | NON_COMPLIANT | 0.51% | AAOIFI47.9% Usmani39.9% Dow Jones Islamic34.9% S&P Shariah37.4% MSCI Islamic39.9% MSCI Islamic M-Series37.4% FTSE Shariah38.7% |
| HNRG Hallador Energy Co | COMPLIANT | 0.50% | AAOIFI5.9% Usmani10.2% Dow Jones Islamic6.3% S&P Shariah7.8% MSCI Islamic9.3% MSCI Islamic M-Series7.8% FTSE Shariah9.2% |
| SFIX Stitch Fix Inc | NON_COMPLIANT | 0.49% | AAOIFI20.0% Usmani14.3% Dow Jones Islamic12.6% S&P Shariah13.4% MSCI Islamic14.3% MSCI Islamic M-Series13.4% FTSE Shariah0.0% |
| MTRX Matrix Service Co | NON_COMPLIANT | 0.48% | AAOIFI6.5% Usmani3.2% Dow Jones Islamic5.6% S&P Shariah5.9% MSCI Islamic3.2% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| ADUS Addus HomeCare Corp | COMPLIANT | 0.47% | AAOIFI4.9% Usmani7.5% Dow Jones Islamic5.3% S&P Shariah5.7% MSCI Islamic7.5% MSCI Islamic M-Series5.7% FTSE Shariah4.2% |
| NPKI NPK International Inc | COMPLIANT | 0.47% | AAOIFI1.7% Usmani4.3% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic4.3% MSCI Islamic M-Series2.4% FTSE Shariah2.3% |
| SSB SOUTHSTATE BANK CORP | NON_COMPLIANT | 0.44% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SRTA Strata Critical Medical Inc | COMPLIANT | 0.43% | AAOIFI0.9% Usmani1.3% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic1.3% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| ICHR Ichor Holdings Ltd | COMPLIANT | 0.43% | AAOIFI7.3% Usmani13.0% Dow Jones Islamic12.3% S&P Shariah13.0% MSCI Islamic13.0% MSCI Islamic M-Series13.0% FTSE Shariah10.1% |
| CERT Certara Inc | NON_COMPLIANT | 0.41% | AAOIFI21.1% Usmani21.6% Dow Jones Islamic19.6% S&P Shariah16.3% MSCI Islamic21.6% MSCI Islamic M-Series16.3% FTSE Shariah20.8% |
| LOCUS ROBOTICS | UNSCREENED | 0.37% | no in-house ratios for this holding |
| STRZ Starz Entertainment Corp | NON_COMPLIANT | 0.34% | AAOIFI151.0% Usmani40.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic40.1% MSCI Islamic M-Seriesfail FTSE Shariah36.8% |
| LEU Centrus Energy Corp | NON_COMPLIANT | 0.33% | AAOIFI33.9% Usmani46.5% Dow Jones Islamic50.7% S&P Shariah66.8% MSCI Islamic46.5% MSCI Islamic M-Series66.8% FTSE Shariah46.5% |
| Lovesac Co/The | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ROOFSTOCK | UNSCREENED | 0.10% | no in-house ratios for this holding |
The published standards disagree about this fund by 8 points of portfolio weight — 31.3% of it passes AAOIFI, 23.2% 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 31.3% ratios fail on 36.9% 33.0% not rated under AAOIFI
ratios pass on 27.3% ratios fail on 40.8% 33.0% not rated under Usmani
ratios pass on 25.9% ratios fail on 42.2% 33.0% not rated under Dow Jones Islamic
ratios pass on 26.8% ratios fail on 41.3% 33.0% not rated under S&P Shariah
ratios pass on 23.2% ratios fail on 45.8% 32.1% not rated under MSCI Islamic
ratios pass on 24.1% ratios fail on 44.0% 33.0% not rated under MSCI Islamic M-Series
ratios pass on 28.5% ratios fail on 38.9% 33.7% not rated under FTSE Shariah
79 of 109 listed holdings carry our own per-methodology verdicts (73% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 76 (69% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| CWEN Clearway Energy Inc | 1.76% |
| SKYW SkyWest Inc | 1.54% |
| GENI Genius Sports Ltd | 1.53% |
| PRVA Privia Health Group Inc | 1.43% |
| COLB Columbia Banking System Inc | 1.43% |
| FRME First Merchants Corp | 1.43% |
| SFNC Simmons First National Corp | 1.40% |
| FHN First Horizon Corp | 1.38% |
| MDU MDU Resources Group Inc | 1.31% |
| FLR Fluor Corp | 1.30% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
BNY Mellon Opportunistic Small Cap Fund (DOPIX) 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 |
|---|---|---|
| Insmed Incnot matched to a ticker | 2.86% | Not screened |
| AGIAlamos Gold Inc | 1.84% | Compliant |
| CWENClearway Energy Inc | 1.76% | Non-compliant |
| VIAVViavi Solutions Inc | 1.56% | Compliant |
| FLSFlowserve Corp | 1.56% | Compliant |
| SKYWSkyWest Inc | 1.54% | Non-compliant |
| GENIGenius Sports Ltd | 1.53% | Non-compliant |
| DREYFUS INSTITUTIONAL PREFERREnot matched to a ticker | 1.43% | Not screened |
| PRVAPrivia Health Group Inc | 1.43% | Non-compliant |
| First Busey Corpnot matched to a ticker | 1.43% | Not screened |
Top 10 of 109 holdings, 17.0% 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 DOPIX. 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 2 days - this is not a reading of today
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.