Verdicts genuinely change. Free email alert the moment ECSTX'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.
Eaton Vance Large-Cap Value Fund · Eaton Vance Special Investment Trust
63 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 40.40% of portfolio weight is in non-compliant holdings, over the 5% threshold.
63 holdings, 60 matched (96% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
2.44% of this portfolio’s income is non-permissible — weighted across holdings, computed over 77% of portfolio weight (50 of 63 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.
47.9% compliant 8.2% questionable 40.1% non-compliant 3.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AMZN Amazon.com Inc | QUESTIONABLE | 7.45% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AAPL Apple Inc | COMPLIANT | 3.34% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| CSCO Cisco Systems Inc | COMPLIANT | 2.81% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| ABBV AbbVie Inc | COMPLIANT | 2.65% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| MRK Merck & Co Inc | COMPLIANT | 2.61% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| BAC Bank of America Corp | NON_COMPLIANT | 2.52% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| RGA Reinsurance Group of America Inc | NON_COMPLIANT | 2.47% | AAOIFI34.5% Usmani3.4% Dow Jones Islamic42.7% S&P Shariah45.0% MSCI Islamic3.4% MSCI Islamic M-Series45.0% FTSE Shariah3.4% |
| INTC Intel Corp | COMPLIANT | 2.39% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| UPS United Parcel Service Inc | NON_COMPLIANT | 2.33% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 2.25% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| XOM Exxon Mobil Corp | COMPLIANT | 2.24% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| JCI Johnson Controls International plc | COMPLIANT | 2.23% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| CSX CSX Corp | COMPLIANT | 2.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MU Micron Technology Inc | COMPLIANT | 2.17% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| AIG American International Group Inc | NON_COMPLIANT | 2.16% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BMY Bristol-Myers Squibb Co | NON_COMPLIANT | 2.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MMM 3M Co | COMPLIANT | 2.01% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| DIS Walt Disney Co/The | NON_COMPLIANT | 2.00% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 1.96% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| LIN Linde PLC | COMPLIANT | 1.95% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| EMR Emerson Electric Co | COMPLIANT | 1.84% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| BALL Ball Corp | NON_COMPLIANT | 1.77% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Huntington Bancshares Inc/OH | UNSCREENED | 1.76% | no in-house ratios for this holding |
| MET MetLife Inc | NON_COMPLIANT | 1.73% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 1.70% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| HPE Hewlett Packard Enterprise Co | NON_COMPLIANT | 1.68% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| PSX Phillips 66 | NON_COMPLIANT | 1.67% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| STLD Steel Dynamics Inc | COMPLIANT | 1.58% | AAOIFI12.1% Usmani24.4% Dow Jones Islamic17.6% S&P Shariah18.9% MSCI Islamic24.4% MSCI Islamic M-Series18.9% FTSE Shariah24.4% |
| USFD US Foods Holding Corp | NON_COMPLIANT | 1.56% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| SJM J M Smucker Co/The | NON_COMPLIANT | 1.56% | AAOIFI48.0% Usmani41.6% Dow Jones Islamic60.6% S&P Shariah60.2% MSCI Islamic41.6% MSCI Islamic M-Series60.2% FTSE Shariah40.4% |
| KO Coca-Cola Co/The | COMPLIANT | 1.50% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| MCD McDonald's Corp | NON_COMPLIANT | 1.48% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| ETR Entergy Corp | NON_COMPLIANT | 1.44% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| First Industrial Realty Trust Inc | UNSCREENED | 1.36% | no in-house ratios for this holding |
| HSY Hershey Co/The | COMPLIANT | 1.30% | AAOIFI15.8% Usmani39.9% Dow Jones Islamic13.9% S&P Shariah13.9% MSCI Islamic39.4% MSCI Islamic M-Series13.9% FTSE Shariah37.1% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 1.27% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| WMB Williams Cos Inc/The | NON_COMPLIANT | 1.26% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| IR Ingersoll Rand Inc | COMPLIANT | 1.17% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| NRG NRG Energy Inc | NON_COMPLIANT | 1.17% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| ROST Ross Stores Inc | COMPLIANT | 1.15% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 1.14% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| COP ConocoPhillips | COMPLIANT | 1.09% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| MTD Mettler-Toledo International Inc | COMPLIANT | 1.07% | AAOIFI7.8% Usmani57.5% Dow Jones Islamic8.0% S&P Shariah7.9% MSCI Islamic57.5% MSCI Islamic M-Series7.9% FTSE Shariah57.5% |
| FANG Diamondback Energy Inc | COMPLIANT | 1.04% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| ABT Abbott Laboratories | COMPLIANT | 0.96% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| WAB Westinghouse Air Brake Technologies Corp | COMPLIANT | 0.96% | AAOIFI13.3% Usmani28.4% Dow Jones Islamic17.8% S&P Shariah20.1% MSCI Islamic28.4% MSCI Islamic M-Series20.1% FTSE Shariah28.4% |
| DUK Duke Energy Corp | NON_COMPLIANT | 0.92% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| MCHP Microchip Technology Inc | COMPLIANT | 0.92% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| GILD Gilead Sciences Inc | COMPLIANT | 0.88% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| KMB Kimberly-Clark Corp | COMPLIANT | 0.87% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| CNP CenterPoint Energy Inc | NON_COMPLIANT | 0.86% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RKT Rocket Cos Inc | NON_COMPLIANT | 0.85% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| EBAY eBay Inc | COMPLIANT | 0.84% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| DGX Quest Diagnostics Inc | COMPLIANT | 0.84% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| MSFT Microsoft Corp | QUESTIONABLE | 0.78% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| TXN Texas Instruments Inc | COMPLIANT | 0.77% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| AVY Avery Dennison Corp | COMPLIANT | 0.72% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| State Street Global Advisors | UNSCREENED | 0.71% | no in-house ratios for this holding |
| OXY Occidental Petroleum Corp | NON_COMPLIANT | 0.70% | AAOIFI24.4% Usmani19.4% Dow Jones Islamic31.4% S&P Shariah30.3% MSCI Islamic18.2% MSCI Islamic M-Series30.3% FTSE Shariah17.1% |
| VOYA Voya Financial Inc | NON_COMPLIANT | 0.56% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| AA Alcoa Corp | COMPLIANT | 0.54% | AAOIFI16.9% Usmani13.2% Dow Jones Islamic24.5% S&P Shariah28.1% MSCI Islamic13.2% MSCI Islamic M-Series28.1% FTSE Shariah13.2% |
| PRU.L Prudential PLC | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ZBRA Zebra Technologies Corp | COMPLIANT | 0.48% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
The published standards disagree about this fund by 22 points of portfolio weight — 63.9% of it passes AAOIFI, 42.0% 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 63.9% ratios fail on 23.2% 13.5% not rated under AAOIFI
ratios pass on 44.1% ratios fail on 34.1% 22.5% not rated under Usmani
ratios pass on 60.6% ratios fail on 26.6% 13.5% not rated under Dow Jones Islamic
ratios pass on 58.2% ratios fail on 29.0% 13.5% not rated under S&P Shariah
ratios pass on 42.0% ratios fail on 36.3% 22.5% not rated under MSCI Islamic
ratios pass on 59.7% ratios fail on 27.4% 13.5% not rated under MSCI Islamic M-Series
ratios pass on 43.3% ratios fail on 35.4% 22.0% not rated under FTSE Shariah
60 of 63 listed holdings carry our own per-methodology verdicts (97% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 52 (84% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BAC Bank of America Corp | 2.52% |
| RGA Reinsurance Group of America Inc | 2.47% |
| UPS United Parcel Service Inc | 2.33% |
| MS Morgan Stanley & Co. LLC | 2.25% |
| AIG American International Group Inc | 2.16% |
| BMY Bristol-Myers Squibb Co | 2.02% |
| DIS Walt Disney Co/The | 2.00% |
| SCHW Charles Schwab Corp/The | 1.96% |
| BALL Ball Corp | 1.77% |
| MET MetLife Inc | 1.73% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Eaton Vance Large-Cap Value Fund (ECSTX) 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 |
|---|---|---|
| AMZNAmazon.com Inc | 7.45% | Questionable |
| AAPLApple Inc | 3.34% | Compliant |
| CSCOCisco Systems Inc | 2.81% | Compliant |
| ABBVAbbVie Inc | 2.65% | Compliant |
| MRKMerck & Co Inc | 2.61% | Compliant |
| BACBank of America Corp | 2.52% | Non-compliant |
| RGAReinsurance Group of America Inc | 2.47% | Non-compliant |
| INTCIntel Corp | 2.39% | Compliant |
| UPSUnited Parcel Service Inc | 2.33% | Non-compliant |
| MSMorgan Stanley & Co. LLC | 2.25% | Non-compliant |
Top 10 of 63 holdings, 30.8% 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 ECSTX. 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 4 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) | 62.80 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 140.56 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.08 | BUY |
| ROC (10) | 3.02 | BUY |
| Momentum (10) | 0.95 | BUY |
| EMA (10) | 32.11 | BUY |
| SMA (10) | 32.07 | BUY |
| EMA (20) | 32.00 | BUY |
| SMA (20) | 31.87 | BUY |
| EMA (30) | 31.96 | BUY |
| SMA (30) | 31.92 | BUY |
| EMA (50) | 31.83 | BUY |
| SMA (50) | 32.08 | BUY |
| EMA (100) | 31.23 | BUY |
| SMA (100) | 31.39 | BUY |
| EMA (200) | 29.83 | BUY |
| SMA (200) | 29.81 | 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.