Verdicts genuinely change. Free email alert the moment DOXGX'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.
Dodge & Cox Stock Fund · Dodge & Cox Funds
90 holdings
NON-COMPLIANT 54.34% of portfolio weight is in non-compliant holdings, over the 5% threshold.
90 holdings, 80 matched (96% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.78% of this portfolio’s income is non-permissible — weighted across holdings, computed over 86% of portfolio weight (69 of 90 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.
30.3% compliant 11.1% questionable 54.3% non-compliant 4.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SCHW The Charles Schwab Corp. | NON_COMPLIANT | 4.00% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| RTX RTX Corp. | NON_COMPLIANT | 3.75% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| TSM Taiwan Semiconductor Manufacturing Co., Ltd. | COMPLIANT | 3.54% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| JCI Johnson Controls International PLC | COMPLIANT | 3.27% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| CVS CVS Health Corp. | NON_COMPLIANT | 2.77% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| MSFT Microsoft Corp. | QUESTIONABLE | 2.52% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| GOOG Alphabet, Inc. | QUESTIONABLE | 2.52% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MET MetLife, Inc. | NON_COMPLIANT | 2.48% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| HUM Humana, Inc. | NON_COMPLIANT | 2.47% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 2.17% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| UNH UnitedHealth Group, Inc. | NON_COMPLIANT | 2.11% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| META Meta Platforms, Inc. | QUESTIONABLE | 2.09% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| OXY Occidental Petroleum Corp. | NON_COMPLIANT | 2.02% | AAOIFI24.4% Usmani19.4% Dow Jones Islamic31.4% S&P Shariah30.3% MSCI Islamic18.2% MSCI Islamic M-Series30.3% FTSE Shariah17.1% |
| CI The Cigna Group | NON_COMPLIANT | 1.86% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| GILD Gilead Sciences, Inc. | COMPLIANT | 1.84% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| BKNG Booking Holdings, Inc. | COMPLIANT | 1.82% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SUNB Sunbelt Rentals Holdings, Inc. | NON_COMPLIANT | 1.67% | AAOIFI38.5% Usmani49.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.4% MSCI Islamic M-Seriesfail FTSE Shariah36.2% |
| REGN Regeneron Pharmaceuticals, Inc. | COMPLIANT | 1.64% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| GOOG Alphabet, Inc. | QUESTIONABLE | 1.62% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| GSK GSK PLC | COMPLIANT | 1.58% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| CMCSA Comcast Corp. | NON_COMPLIANT | 1.56% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 1.55% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| APD Air Products & Chemicals, Inc. | COMPLIANT | 1.52% | AAOIFI0.9% Usmani1.5% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.3% |
| ABI.BR Anheuser-Busch InBev SA/NV | NON_COMPLIANT | 1.50% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TEL TE Connectivity PLC | COMPLIANT | 1.49% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| FTV Fortive Corp. | COMPLIANT | 1.46% | AAOIFI20.9% Usmani31.0% Dow Jones Islamic17.1% S&P Shariah15.8% MSCI Islamic31.0% MSCI Islamic M-Series15.8% FTSE Shariah30.1% |
| BNY The Bank of New York Mellon Corp. | NON_COMPLIANT | 1.41% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| FISV Fiserv, Inc. | NON_COMPLIANT | 1.32% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| ROP Roper Technologies, Inc. | NON_COMPLIANT | 1.31% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| GEHC GE HealthCare Technologies, Inc. | NON_COMPLIANT | 1.30% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| FDX FedEx Corp. | NON_COMPLIANT | 1.26% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| CARR Carrier Global Corp. | COMPLIANT | 1.26% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| BKR Baker Hughes Co. | NON_COMPLIANT | 1.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AJG Arthur J Gallagher & Co. | NON_COMPLIANT | 1.18% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| CHTR Charter Communications, Inc. | NON_COMPLIANT | 1.18% | AAOIFI353.0% Usmani60.4% Dow Jones Islamic125.9% S&P Shariah116.4% MSCI Islamic60.4% MSCI Islamic M-Series116.4% FTSE Shariah60.4% |
| IFF International Flavors & Fragrances, Inc. | NON_COMPLIANT | 1.17% | AAOIFI26.5% Usmani23.0% Dow Jones Islamic29.7% S&P Shariah29.3% MSCI Islamic23.0% MSCI Islamic M-Series29.3% FTSE Shariah22.7% |
| SBAC SBA Communications Corp. | NON_COMPLIANT | 1.16% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| ZBH Zimmer Biomet Holdings, Inc. | NON_COMPLIANT | 1.13% | AAOIFI40.7% Usmani32.8% Dow Jones Islamic39.1% S&P Shariah36.3% MSCI Islamic32.8% MSCI Islamic M-Series36.3% FTSE Shariah32.8% |
| COF Capital One Financial Corp. | NON_COMPLIANT | 1.10% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| FIS Fidelity National Information Services, Inc. | NON_COMPLIANT | 1.09% | AAOIFI78.8% Usmani38.6% Dow Jones Islamic50.4% S&P Shariah49.4% MSCI Islamic38.6% MSCI Islamic M-Series49.4% FTSE Shariah38.4% |
| BN Brookfield Corp. | NON_COMPLIANT | 1.04% | AAOIFI15.8% Usmani2.8% Dow Jones Islamic14.1% S&P Shariah16.0% MSCI Islamic2.8% MSCI Islamic M-Series16.0% FTSE Shariah2.8% |
| AON Aon PLC | NON_COMPLIANT | 1.03% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| V Visa, Inc. | COMPLIANT | 1.00% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| TRU TransUnion | NON_COMPLIANT | 0.91% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| ELAN Elanco Animal Health, Inc. | NON_COMPLIANT | 0.90% | AAOIFI31.2% Usmani27.5% Dow Jones Islamic41.7% S&P Shariah45.2% MSCI Islamic27.5% MSCI Islamic M-Series45.2% FTSE Shariah27.5% |
| TMO Thermo Fisher Scientific, Inc. | COMPLIANT | 0.87% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| HLN Haleon PLC | COMPLIANT | 0.85% | AAOIFI27.2% Usmani26.4% Dow Jones Islamic13.2% S&P Shariah13.9% MSCI Islamic26.4% MSCI Islamic M-Series13.9% FTSE Shariah26.4% |
| Willis Towers Watson PLC | UNSCREENED | 0.83% | no in-house ratios for this holding |
| INCY Incyte Corp. | COMPLIANT | 0.76% | AAOIFI0.1% Usmani0.7% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| SNY Sanofi SA | COMPLIANT | 0.75% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| D Dominion Energy, Inc. | NON_COMPLIANT | 0.73% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| LPLA LPL Financial Holdings, Inc. | NON_COMPLIANT | 0.72% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| SUI Sun Communities, Inc. | COMPLIANT | 0.71% | AAOIFI50.8% Usmani59.8% Dow Jones Islamic48.7% S&P Shariah50.2% MSCI Islamic59.8% MSCI Islamic M-Series50.2% FTSE Shariah59.8% |
| BAX Baxter International, Inc. | NON_COMPLIANT | 0.70% | AAOIFI1.7% Usmani1.1% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic1.1% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| ADM Archer-Daniels-Midland Co. | COMPLIANT | 0.69% | AAOIFI21.9% Usmani16.7% Dow Jones Islamic31.3% S&P Shariah30.5% MSCI Islamic16.7% MSCI Islamic M-Series30.5% FTSE Shariah14.2% |
| TDY Teledyne Technologies, Inc. | NON_COMPLIANT | 0.69% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| T-Mobile U.S., Inc. | UNSCREENED | 0.66% | no in-house ratios for this holding |
| State Street Institutional US | UNSCREENED | 0.63% | no in-house ratios for this holding |
| Avantor, Inc. | UNSCREENED | 0.63% | no in-house ratios for this holding |
| FDXF Fedex Freight Holding Co., Inc. | COMPLIANT | 0.62% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| NOVO-B.CO Novo Nordisk A/S | COMPLIANT | 0.62% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| AEP American Electric Power Co., Inc. | NON_COMPLIANT | 0.61% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HPQ HP, Inc. | NON_COMPLIANT | 0.58% | AAOIFI36.8% Usmani22.6% Dow Jones Islamic42.8% S&P Shariah41.1% MSCI Islamic22.6% MSCI Islamic M-Series41.1% FTSE Shariah20.0% |
| COP ConocoPhillips | COMPLIANT | 0.58% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| RAL Ralliant Corp. | COMPLIANT | 0.57% | AAOIFI16.4% Usmani31.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.0% MSCI Islamic M-Seriespass FTSE Shariah31.0% |
| NBIX Neurocrine Biosciences, Inc. | COMPLIANT | 0.56% | AAOIFI2.9% Usmani8.6% Dow Jones Islamic3.4% S&P Shariah3.5% MSCI Islamic8.6% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| First Citizens BancShares, Inc. | UNSCREENED | 0.53% | no in-house ratios for this holding |
| NSC Norfolk Southern Corp. | COMPLIANT | 0.48% | AAOIFI22.6% Usmani36.8% Dow Jones Islamic27.1% S&P Shariah29.0% MSCI Islamic36.8% MSCI Islamic M-Series29.0% FTSE Shariah36.8% |
| BMRN BioMarin Pharmaceutical, Inc. | NON_COMPLIANT | 0.47% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KKR KKR & Co., Inc. | NON_COMPLIANT | 0.47% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TAP Molson Coors Beverage Co. | NON_COMPLIANT | 0.46% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| ADBE Adobe, Inc. | COMPLIANT | 0.41% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| FOX Fox Corp. | NON_COMPLIANT | 0.40% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| Celanese Corp. | UNSCREENED | 0.39% | no in-house ratios for this holding |
| GLPI Gaming & Leisure Properties, Inc. | NON_COMPLIANT | 0.38% | AAOIFI66.7% Usmani57.1% Dow Jones Islamic65.1% S&P Shariah68.3% MSCI Islamic57.1% MSCI Islamic M-Series68.3% FTSE Shariah57.1% |
| MDT Medtronic PLC | COMPLIANT | 0.38% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| CTSH Cognizant Technology Solutions Corp. | COMPLIANT | 0.36% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| ALNY Alnylam Pharmaceuticals, Inc. | COMPLIANT | 0.31% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MCHP Microchip Technology, Inc. | COMPLIANT | 0.28% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| AGN.AS Aegon, Ltd. | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NWS News Corp. | QUESTIONABLE | 0.21% | AAOIFI17.0% Usmani18.8% Dow Jones Islamic17.4% S&P Shariah18.5% MSCI Islamic18.8% MSCI Islamic M-Series18.5% FTSE Shariah12.8% |
| FOX Fox Corp. | NON_COMPLIANT | 0.21% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| VF Corp. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Fixed Income Clearing Corporation | UNSCREENED | 0.16% | no in-house ratios for this holding |
| STAN.L Standard Chartered PLC | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Fixed Income Clearing Corporation | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VSNT Versant Media Group, Inc. | NON_COMPLIANT | 0.09% | AAOIFI58.2% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.2% MSCI Islamic M-Seriesfail FTSE Shariah23.2% |
| BAC Bank of America | NON_COMPLIANT | 0.06% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| DHR Danaher Corp. | COMPLIANT | 0.03% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 6 points of portfolio weight — 50.7% of it passes FTSE Shariah, 44.7% 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 48.6% ratios fail on 38.8% 12.4% not rated under AAOIFI
ratios pass on 47.8% ratios fail on 33.0% 19.0% not rated under Usmani
ratios pass on 48.6% ratios fail on 38.3% 13.0% not rated under Dow Jones Islamic
ratios pass on 48.6% ratios fail on 38.3% 13.0% not rated under S&P Shariah
ratios pass on 44.7% ratios fail on 33.0% 22.1% not rated under MSCI Islamic
ratios pass on 48.6% ratios fail on 38.3% 13.0% not rated under MSCI Islamic M-Series
ratios pass on 50.7% ratios fail on 31.1% 18.0% not rated under FTSE Shariah
78 of 90 listed holdings carry our own per-methodology verdicts (96% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 68 (87% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SCHW The Charles Schwab Corp. | 4.00% |
| RTX RTX Corp. | 3.75% |
| CVS CVS Health Corp. | 2.77% |
| MET MetLife, Inc. | 2.48% |
| HUM Humana, Inc. | 2.47% |
| UNH UnitedHealth Group, Inc. | 2.11% |
| OXY Occidental Petroleum Corp. | 2.02% |
| CI The Cigna Group | 1.86% |
| SUNB Sunbelt Rentals Holdings, Inc. | 1.67% |
| CMCSA Comcast Corp. | 1.56% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Dodge & Cox Stock Fund (DOXGX) 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 |
|---|---|---|
| SCHWThe Charles Schwab Corp. | 4.00% | Non-compliant |
| RTXRTX Corp. | 3.75% | Non-compliant |
| TSMTaiwan Semiconductor Manufacturing Co., Ltd. | 3.54% | Compliant |
| JCIJohnson Controls International PLC | 3.27% | Compliant |
| CVSCVS Health Corp. | 2.77% | Non-compliant |
| MSFTMicrosoft Corp. | 2.52% | Questionable |
| GOOGAlphabet, Inc. | 2.52% | Questionable |
| METMetLife, Inc. | 2.48% | Non-compliant |
| HUMHumana, Inc. | 2.47% | Non-compliant |
| AMZNAmazon.com, Inc. | 2.17% | Questionable |
Top 10 of 90 holdings, 29.5% 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 DOXGX. 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) | 48.30 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 23.13 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 0.17 | BUY |
| Momentum (10) | 0.03 | BUY |
| EMA (10) | 17.37 | BUY |
| SMA (10) | 17.29 | BUY |
| EMA (20) | 17.47 | BUY |
| SMA (20) | 17.44 | BUY |
| EMA (30) | 17.56 | SELL |
| SMA (30) | 17.66 | SELL |
| EMA (50) | 17.62 | SELL |
| SMA (50) | 17.90 | SELL |
| EMA (100) | 17.47 | BUY |
| SMA (100) | 17.50 | SELL |
| EMA (200) | 17.04 | BUY |
| SMA (200) | 17.03 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.