Verdicts genuinely change. Free email alert the moment EQNTX'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.
MFS Equity Income Fund · MFS SERIES TRUST VII
103 holdings
NON-COMPLIANT 45.26% of portfolio weight is in non-compliant holdings, over the 5% threshold.
103 holdings, 92 matched (88% of weight). Portfolio as of 2026-07-31, filed 2026-09-24. Source: SEC Form N-PORT.
5.46% of this portfolio’s income is non-permissible — weighted across holdings, computed over 69% of portfolio weight (75 of 103 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.
35.4% compliant 7.5% questionable 45.1% non-compliant 12.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JNJ Johnson & Johnson | COMPLIANT | 2.72% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| BPOP Popular Inc | NON_COMPLIANT | 2.55% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MSFT Microsoft Corp | QUESTIONABLE | 2.34% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AAPL Apple Inc | COMPLIANT | 2.29% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| C Citigroup Inc | NON_COMPLIANT | 2.20% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| PFE Pfizer Inc | NON_COMPLIANT | 2.11% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| NTRS Northern Trust Corp | NON_COMPLIANT | 2.10% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| GOOG Alphabet Inc | QUESTIONABLE | 2.05% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| STX Seagate Technology Holdings PLC | COMPLIANT | 1.87% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| FTI TechnipFMC PLC | COMPLIANT | 1.87% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| Portland General Electric Co | UNSCREENED | 1.87% | no in-house ratios for this holding |
| WP Carey Inc | UNSCREENED | 1.82% | no in-house ratios for this holding |
| BAC Bank of America Corp | NON_COMPLIANT | 1.74% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| AMZN Amazon.com Inc | QUESTIONABLE | 1.70% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| RIO Rio Tinto PLC | COMPLIANT | 1.61% | AAOIFI16.8% Usmani17.1% Dow Jones Islamic24.7% S&P Shariah26.4% MSCI Islamic17.1% MSCI Islamic M-Series26.4% FTSE Shariah17.1% |
| AGCO Corp | UNSCREENED | 1.60% | no in-house ratios for this holding |
| CI Cigna Group/The | NON_COMPLIANT | 1.55% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| AMP Ameriprise Financial Inc | NON_COMPLIANT | 1.50% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Brunswick Corp/DE | UNSCREENED | 1.47% | no in-house ratios for this holding |
| VOYA Voya Financial Inc | NON_COMPLIANT | 1.43% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| LNC Lincoln National Corp | NON_COMPLIANT | 1.43% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| EQH Equitable Holdings Inc | NON_COMPLIANT | 1.40% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| Aramark | UNSCREENED | 1.37% | no in-house ratios for this holding |
| CL Colgate-Palmolive Co | COMPLIANT | 1.37% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 1.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 1.34% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| VLO Valero Energy Corp | COMPLIANT | 1.30% | AAOIFI10.3% Usmani14.1% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic14.1% MSCI Islamic M-Series18.0% FTSE Shariah14.1% |
| MAS Masco Corp | COMPLIANT | 1.30% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| AXP American Express Co | NON_COMPLIANT | 1.30% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| GILD Gilead Sciences Inc | COMPLIANT | 1.22% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| HD Home Depot Inc/The | COMPLIANT | 1.20% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| EPRT Essential Properties Realty Trust Inc | NON_COMPLIANT | 1.19% | AAOIFI45.0% Usmani39.1% Dow Jones Islamic49.1% S&P Shariah55.6% MSCI Islamic39.1% MSCI Islamic M-Series55.6% FTSE Shariah39.1% |
| BATS.L British American Tobacco PLC | NON_COMPLIANT | 1.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CAT Caterpillar Inc | COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MDT Medtronic PLC | COMPLIANT | 1.17% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| Finning International Inc | UNSCREENED | 1.14% | no in-house ratios for this holding |
| E Eni SpA | NON_COMPLIANT | 1.11% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| STT State Street Corp | NON_COMPLIANT | 1.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TJX TJX Cos Inc/The | COMPLIANT | 1.07% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| MFS Institutional Money Market Portfolio | UNSCREENED | 1.06% | no in-house ratios for this holding |
| BMY Bristol-Myers Squibb Co | NON_COMPLIANT | 1.06% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LRCX Lam Research Corp | COMPLIANT | 1.04% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| ETN Eaton Corp PLC | COMPLIANT | 1.03% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| CUZ Cousins Properties Inc | NON_COMPLIANT | 1.02% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| MCK McKesson Corp | COMPLIANT | 1.02% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| PCG PG&E CORP | NON_COMPLIANT | 1.01% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| Highwoods Properties Inc | UNSCREENED | 1.01% | no in-house ratios for this holding |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 0.97% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| OMC Omnicom Group Inc | NON_COMPLIANT | 0.96% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| PSX Phillips 66 | NON_COMPLIANT | 0.93% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| EIX Edison International | NON_COMPLIANT | 0.83% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| TT Trane Technologies PLC | COMPLIANT | 0.83% | AAOIFI4.7% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.7% MSCI Islamic19.3% MSCI Islamic M-Series5.7% FTSE Shariah19.3% |
| GSK GSK PLC | COMPLIANT | 0.81% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| ANET Arista Networks Inc | COMPLIANT | 0.81% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ROST Ross Stores Inc | COMPLIANT | 0.81% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| AVGO Broadcom Inc | COMPLIANT | 0.80% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| QCOM QUALCOMM Inc | COMPLIANT | 0.77% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| MA Mastercard Inc | COMPLIANT | 0.77% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| META Meta Platforms Inc | QUESTIONABLE | 0.76% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| ABEV3.SA Ambev SA | NON_COMPLIANT | 0.75% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JP Morgan US Government Money Market Fund | UNSCREENED | 0.74% | no in-house ratios for this holding |
| CVE Cenovus Energy Inc | COMPLIANT | 0.74% | AAOIFI13.4% Usmani17.3% Dow Jones Islamic23.2% S&P Shariah23.5% MSCI Islamic17.3% MSCI Islamic M-Series23.5% FTSE Shariah17.3% |
| TGT Target Corp | QUESTIONABLE | 0.71% | AAOIFI25.0% Usmani30.5% Dow Jones Islamic36.2% S&P Shariah34.4% MSCI Islamic30.5% MSCI Islamic M-Series34.4% FTSE Shariah25.1% |
| HUM Humana Inc | NON_COMPLIANT | 0.70% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| MO Altria Group Inc | NON_COMPLIANT | 0.69% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| PNC PNC Financial Services Group Inc/The | NON_COMPLIANT | 0.66% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| CRM Salesforce Inc | COMPLIANT | 0.65% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| IBKR Interactive Brokers Group Inc | NON_COMPLIANT | 0.65% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.63% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 0.62% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| HPE Hewlett Packard Enterprise Co | NON_COMPLIANT | 0.62% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| PM Philip Morris International Inc | NON_COMPLIANT | 0.60% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| ING ING Groep NV | NON_COMPLIANT | 0.59% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PII Polaris Inc | NON_COMPLIANT | 0.58% | AAOIFI47.5% Usmani31.8% Dow Jones Islamic52.1% S&P Shariah45.9% MSCI Islamic31.7% MSCI Islamic M-Series45.9% FTSE Shariah29.5% |
| F Ford Motor Co | NON_COMPLIANT | 0.56% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| TKO TKO Group Holdings Inc | NON_COMPLIANT | 0.54% | AAOIFI12.7% Usmani30.5% Dow Jones Islamic14.3% S&P Shariah17.0% MSCI Islamic28.8% MSCI Islamic M-Series17.0% FTSE Shariah28.5% |
| DUK Duke Energy Corp | NON_COMPLIANT | 0.54% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| KLAC KLA Corp | COMPLIANT | 0.52% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| GD General Dynamics Corp | NON_COMPLIANT | 0.47% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| INTU Intuit Inc | COMPLIANT | 0.46% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| PEP PepsiCo Inc | COMPLIANT | 0.45% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| ACN Accenture PLC | COMPLIANT | 0.44% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| BA BOEING CO/THE | NON_COMPLIANT | 0.43% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| HIG Hartford Insurance Group Inc/The | NON_COMPLIANT | 0.42% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| CTSH Cognizant Technology Solutions Corp | COMPLIANT | 0.41% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| APH Amphenol Corp | NON_COMPLIANT | 0.40% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ENB.TO Enbridge Inc | NON_COMPLIANT | 0.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNP Union Pacific Corp | COMPLIANT | 0.39% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| J Jacobs Solutions Inc | COMPLIANT | 0.37% | AAOIFI23.7% Usmani34.5% Dow Jones Islamic24.8% S&P Shariah24.5% MSCI Islamic34.5% MSCI Islamic M-Series24.5% FTSE Shariah30.5% |
| KMB Kimberly-Clark Corp | COMPLIANT | 0.36% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| SU Suncor Energy Inc | COMPLIANT | 0.35% | AAOIFI13.4% Usmani21.2% Dow Jones Islamic19.8% S&P Shariah21.8% MSCI Islamic16.1% MSCI Islamic M-Series21.8% FTSE Shariah16.1% |
| LDOS Leidos Holdings Inc | NON_COMPLIANT | 0.35% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| EMN Eastman Chemical Co | NON_COMPLIANT | 0.32% | AAOIFI64.1% Usmani33.8% Dow Jones Islamic60.0% S&P Shariah58.0% MSCI Islamic33.8% MSCI Islamic M-Series58.0% FTSE Shariah33.8% |
| AES AES Corp/The | NON_COMPLIANT | 0.31% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TPG TPG Inc | NON_COMPLIANT | 0.29% | AAOIFI11.6% Usmani16.7% Dow Jones Islamic11.8% S&P Shariah13.1% MSCI Islamic16.7% MSCI Islamic M-Series13.1% FTSE Shariah16.7% |
| ACI Albertsons Cos Inc | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GIS General Mills Inc | NON_COMPLIANT | 0.26% | AAOIFI81.9% Usmani45.8% Dow Jones Islamic55.0% S&P Shariah49.4% MSCI Islamic45.8% MSCI Islamic M-Series49.4% FTSE Shariah44.5% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 0.22% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| PEGA Pegasystems Inc | COMPLIANT | 0.21% | AAOIFI1.2% Usmani5.2% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic5.2% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.21% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| PCG PG&E CORP | NON_COMPLIANT | 0.19% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| EURO CURRENCY | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SOUTH KOREAN WON | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 14 points of portfolio weight — 40.6% of it passes AAOIFI, 26.1% 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 40.6% ratios fail on 35.7% 24.1% not rated under AAOIFI
ratios pass on 33.4% ratios fail on 35.5% 31.5% not rated under Usmani
ratios pass on 36.2% ratios fail on 38.3% 25.9% not rated under Dow Jones Islamic
ratios pass on 36.8% ratios fail on 37.7% 25.9% not rated under S&P Shariah
ratios pass on 26.1% ratios fail on 40.5% 33.8% not rated under MSCI Islamic
ratios pass on 36.8% ratios fail on 37.7% 25.9% not rated under MSCI Islamic M-Series
ratios pass on 34.9% ratios fail on 33.6% 31.9% not rated under FTSE Shariah
91 of 103 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 77 (77% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BPOP Popular Inc | 2.55% |
| C Citigroup Inc | 2.20% |
| PFE Pfizer Inc | 2.11% |
| NTRS Northern Trust Corp | 2.10% |
| BAC Bank of America Corp | 1.74% |
| CI Cigna Group/The | 1.55% |
| AMP Ameriprise Financial Inc | 1.50% |
| VOYA Voya Financial Inc | 1.43% |
| LNC Lincoln National Corp | 1.43% |
| EQH Equitable Holdings Inc | 1.40% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS Equity Income Fund (EQNTX) 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 |
|---|---|---|
| JNJJohnson & Johnson | 2.72% | Compliant |
| BPOPPopular Inc | 2.55% | Non-compliant |
| MSFTMicrosoft Corp | 2.34% | Questionable |
| AAPLApple Inc | 2.29% | Compliant |
| CCitigroup Inc | 2.20% | Non-compliant |
| PFEPfizer Inc | 2.11% | Non-compliant |
| NTRSNorthern Trust Corp | 2.10% | Non-compliant |
| GOOGAlphabet Inc | 2.05% | Questionable |
| STXSeagate Technology Holdings PLC | 1.87% | Compliant |
| FTITechnipFMC PLC | 1.87% | Compliant |
Top 10 of 103 holdings, 22.1% 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 EQNTX. 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) | 46.70 | NEUTRAL |
| Stochastic %K (14) | 64.93 | NEUTRAL |
| CCI (20) | -5.42 | NEUTRAL |
| Williams %R (14) | -35.07 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | -0.51 | SELL |
| Momentum (10) | -0.13 | SELL |
| EMA (10) | 25.25 | BUY |
| SMA (10) | 25.18 | BUY |
| EMA (20) | 25.36 | SELL |
| SMA (20) | 25.34 | SELL |
| EMA (30) | 25.45 | SELL |
| SMA (30) | 25.55 | SELL |
| EMA (50) | 25.48 | SELL |
| SMA (50) | 25.74 | SELL |
| EMA (100) | 25.14 | BUY |
| SMA (100) | 25.35 | SELL |
| EMA (200) | 24.07 | BUY |
| SMA (200) | 24.15 | 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.