Verdicts genuinely change. Free email alert the moment FIZRX'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.
Nomura Opportunity Fund · Delaware Group Equity Funds IV
97 holdings
NON-COMPLIANT 48.45% of portfolio weight is in non-compliant holdings, over the 5% threshold.
97 holdings, 85 matched (89% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
3.39% of this portfolio’s income is non-permissible — weighted across holdings, computed over 79% of portfolio weight (74 of 97 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.
40.6% compliant 0.0% questionable 48.5% non-compliant 11.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| TWLO TWILIO INC | COMPLIANT | 2.17% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 1.91% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| MAR MARRIOTT INTERNATIONAL INC | NON_COMPLIANT | 1.68% | AAOIFI1.6% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| DVN DEVON ENERGY CORP | COMPLIANT | 1.63% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| SNX TD SYNNEX CORP | COMPLIANT | 1.60% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| TRGP TARGA RESOURCES CORP | NON_COMPLIANT | 1.55% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| ITT ITT INC | COMPLIANT | 1.55% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| URI UNITED RENTALS INC | COMPLIANT | 1.52% | AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3% |
| TER TERADYNE INC | COMPLIANT | 1.44% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| KEYS KEYSIGHT TECHNOLOGIES INC | COMPLIANT | 1.42% | AAOIFI4.8% Usmani23.0% Dow Jones Islamic7.5% S&P Shariah8.4% MSCI Islamic23.0% MSCI Islamic M-Series8.4% FTSE Shariah21.1% |
| AME AMETEK INC | COMPLIANT | 1.40% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| RS RELIANCE INC | COMPLIANT | 1.40% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| XEL XCEL ENERGY INC | NON_COMPLIANT | 1.39% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| DAL DELTA AIR LINES INC | NON_COMPLIANT | 1.38% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| A AGILENT TECHNOLOGIES INC | COMPLIANT | 1.38% | AAOIFI9.3% Usmani28.3% Dow Jones Islamic10.8% S&P Shariah10.7% MSCI Islamic28.3% MSCI Islamic M-Series10.7% FTSE Shariah28.3% |
| COLB COLUMBIA BANKING SYSTEM INC | NON_COMPLIANT | 1.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FLEX FLEX LTD | COMPLIANT | 1.36% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| OLD NATIONAL BANCORP | UNSCREENED | 1.35% | no in-house ratios for this holding |
| MTZ MASTEC INC | COMPLIANT | 1.33% | AAOIFI16.4% Usmani33.2% Dow Jones Islamic19.2% S&P Shariah24.0% MSCI Islamic29.6% MSCI Islamic M-Series24.0% FTSE Shariah25.1% |
| ROST ROSS STORES INC | COMPLIANT | 1.33% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| OSK OSHKOSH CORP | COMPLIANT | 1.33% | AAOIFI14.2% Usmani14.3% Dow Jones Islamic17.3% S&P Shariah18.2% MSCI Islamic13.6% MSCI Islamic M-Series18.2% FTSE Shariah11.5% |
| CMS CMS ENERGY CORP | NON_COMPLIANT | 1.32% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| CBRE CBRE GROUP INC | COMPLIANT | 1.30% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| DGX QUEST DIAGNOSTICS INC | COMPLIANT | 1.28% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| CW CURTISS-WRIGHT CORP | NON_COMPLIANT | 1.28% | AAOIFI5.7% Usmani21.1% Dow Jones Islamic5.9% S&P Shariah7.1% MSCI Islamic21.1% MSCI Islamic M-Series7.1% FTSE Shariah17.5% |
| AXS AXIS CAPITAL HOLDINGS LTD | NON_COMPLIANT | 1.27% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WCC WESCO INTERNATIONAL INC | NON_COMPLIANT | 1.25% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| RJF RAYMOND JAMES FINANCIAL INC | NON_COMPLIANT | 1.25% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| STT STATE STREET CORP | NON_COMPLIANT | 1.25% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 1.24% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| MGR AFFILIATED MANAGERS GROUP INC | NON_COMPLIANT | 1.22% | AAOIFI33.2% Usmani31.9% Dow Jones Islamic526.5% S&P Shariah509.8% MSCI Islamic31.9% MSCI Islamic M-Series509.8% FTSE Shariah31.9% |
| AIZ ASSURANT INC | NON_COMPLIANT | 1.21% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PWR QUANTA SERVICES INC | COMPLIANT | 1.20% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| VTR VENTAS INC | COMPLIANT | 1.20% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| WEC WEC ENERGY GROUP INC | NON_COMPLIANT | 1.19% | AAOIFI57.5% Usmani39.9% Dow Jones Islamic61.9% S&P Shariah68.5% MSCI Islamic39.1% MSCI Islamic M-Series68.5% FTSE Shariah39.1% |
| VMC VULCAN MATERIALS COMPANY | COMPLIANT | 1.18% | AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6% |
| JCI JOHNSON CONTROLS INTERNATIONAL PLC | COMPLIANT | 1.18% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| VLO VALERO ENERGY CORP | COMPLIANT | 1.17% | AAOIFI10.3% Usmani14.1% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic14.1% MSCI Islamic M-Series18.0% FTSE Shariah14.1% |
| LNG CHENIERE ENERGY INC | NON_COMPLIANT | 1.13% | AAOIFI44.4% Usmani55.8% Dow Jones Islamic54.4% S&P Shariah58.8% MSCI Islamic55.8% MSCI Islamic M-Series58.8% FTSE Shariah50.6% |
| SYF SYNCHRONY FINANCIAL | NON_COMPLIANT | 1.11% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| USFD US FOODS HOLDING CORP | NON_COMPLIANT | 1.10% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| CACI INTERNATIONAL INC | UNSCREENED | 1.09% | no in-house ratios for this holding |
| CROWN HOLDINGS INC | UNSCREENED | 1.09% | no in-house ratios for this holding |
| EIX EDISON INTERNATIONAL | NON_COMPLIANT | 1.06% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| ALL ALLSTATE CORP (THE) | NON_COMPLIANT | 1.06% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| RGA REINSURANCE GROUP OF AMERICA INC | NON_COMPLIANT | 1.06% | AAOIFI34.5% Usmani3.4% Dow Jones Islamic42.7% S&P Shariah45.0% MSCI Islamic3.4% MSCI Islamic M-Series45.0% FTSE Shariah3.4% |
| CFG CITIZENS FINANCIAL GROUP INC | NON_COMPLIANT | 1.04% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| LHX L3HARRIS TECHNOLOGIES INC | NON_COMPLIANT | 1.03% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| CIEN CIENA CORP | COMPLIANT | 1.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AKAM AKAMAI TECHNOLOGIES INC | NON_COMPLIANT | 1.01% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EXE EXPAND ENERGY CORP | COMPLIANT | 1.00% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 0.99% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.98% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| STE STERIS PLC | COMPLIANT | 0.98% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| PEG PUBLIC SERVICE ENTERPRISE GROUP INC | NON_COMPLIANT | 0.96% | AAOIFI64.6% Usmani40.3% Dow Jones Islamic59.5% S&P Shariah64.4% MSCI Islamic40.3% MSCI Islamic M-Series64.4% FTSE Shariah40.1% |
| GOLDMAN SACHS TRUST | UNSCREENED | 0.96% | no in-house ratios for this holding |
| FIDELITY COLCHESTER STREET TRUST | UNSCREENED | 0.96% | no in-house ratios for this holding |
| MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS | UNSCREENED | 0.96% | no in-house ratios for this holding |
| BLACKROCK LIQUIDITY FUNDS | UNSCREENED | 0.96% | no in-house ratios for this holding |
| HIG HARTFORD INSURANCE GROUP INC (THE) | NON_COMPLIANT | 0.95% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| IRON MOUNTAIN INC (REIT) | UNSCREENED | 0.94% | no in-house ratios for this holding |
| WILLIS TOWERS WATSON PLC | UNSCREENED | 0.92% | no in-house ratios for this holding |
| PHM PULTEGROUP INC | COMPLIANT | 0.91% | AAOIFI0.2% Usmani0.2% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.2% MSCI Islamic M-Series0.2% FTSE Shariah0.2% |
| GTES GATES INDUSTRIAL CORP PLC | NON_COMPLIANT | 0.89% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| AMH AMERICAN HOMES 4 RENT | NON_COMPLIANT | 0.89% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| DOV DOVER CORP | COMPLIANT | 0.88% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| KIM KIMCO REALTY CORP | NON_COMPLIANT | 0.88% | AAOIFI51.8% Usmani38.5% Dow Jones Islamic53.4% S&P Shariah57.2% MSCI Islamic38.5% MSCI Islamic M-Series57.2% FTSE Shariah38.5% |
| CRBG COREBRIDGE FINANCIAL INC | NON_COMPLIANT | 0.86% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 0.84% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| DHI D.R. HORTON INC | COMPLIANT | 0.83% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LPX LOUISIANA PACIFIC CORP | COMPLIANT | 0.81% | AAOIFI8.0% Usmani14.5% Dow Jones Islamic6.1% S&P Shariah6.5% MSCI Islamic14.5% MSCI Islamic M-Series6.5% FTSE Shariah13.3% |
| AZO AUTOZONE INC | COMPLIANT | 0.78% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| OGE OGE ENERGY CORP | NON_COMPLIANT | 0.78% | AAOIFI55.4% Usmani37.1% Dow Jones Islamic61.2% S&P Shariah67.4% MSCI Islamic37.1% MSCI Islamic M-Series67.4% FTSE Shariah37.1% |
| RCL ROYAL CARIBBEAN CRUISES LTD | NON_COMPLIANT | 0.78% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| VICI VICI PROPERTIES INC | NON_COMPLIANT | 0.77% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| FIRST INDUSTRIAL REALTY TRUST INC | UNSCREENED | 0.76% | no in-house ratios for this holding |
| DRI DARDEN RESTAURANTS INC | NON_COMPLIANT | 0.73% | AAOIFI25.3% Usmani62.3% Dow Jones Islamic28.6% S&P Shariah30.9% MSCI Islamic48.7% MSCI Islamic M-Series30.9% FTSE Shariah18.1% |
| AMCR AMCOR PLC | NON_COMPLIANT | 0.69% | AAOIFI71.8% Usmani41.9% Dow Jones Islamic93.4% S&P Shariah101.7% MSCI Islamic41.8% MSCI Islamic M-Series101.7% FTSE Shariah38.9% |
| IQV IQVIA HOLDINGS INC | NON_COMPLIANT | 0.65% | AAOIFI36.7% Usmani55.2% Dow Jones Islamic47.8% S&P Shariah44.8% MSCI Islamic54.4% MSCI Islamic M-Series44.8% FTSE Shariah53.4% |
| JBHT J.B. HUNT TRANSPORT SERVICES INC | COMPLIANT | 0.64% | AAOIFI4.4% Usmani14.4% Dow Jones Islamic6.3% S&P Shariah6.3% MSCI Islamic14.4% MSCI Islamic M-Series6.3% FTSE Shariah14.4% |
| ACM AECOM | NON_COMPLIANT | 0.64% | AAOIFI38.2% Usmani27.8% Dow Jones Islamic25.1% S&P Shariah25.9% MSCI Islamic27.2% MSCI Islamic M-Series25.9% FTSE Shariah22.1% |
| APTV APTIV PLC | NON_COMPLIANT | 0.63% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HSY HERSHEY COMPANY (THE) | COMPLIANT | 0.62% | AAOIFI15.8% Usmani39.9% Dow Jones Islamic13.9% S&P Shariah13.9% MSCI Islamic39.4% MSCI Islamic M-Series13.9% FTSE Shariah37.1% |
| KR KROGER COMPANY (THE) | NON_COMPLIANT | 0.62% | AAOIFI66.2% Usmani45.5% Dow Jones Islamic54.1% S&P Shariah57.6% MSCI Islamic45.5% MSCI Islamic M-Series57.6% FTSE Shariah31.1% |
| DKS DICKS SPORTING GOODS INC | NON_COMPLIANT | 0.60% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| SAIA SAIA INC | COMPLIANT | 0.58% | AAOIFI2.8% Usmani7.2% Dow Jones Islamic2.7% S&P Shariah2.5% MSCI Islamic7.2% MSCI Islamic M-Series2.5% FTSE Shariah2.7% |
| KBR KBR INC | NON_COMPLIANT | 0.56% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| NXT NEXTPOWER INC | COMPLIANT | 0.56% | AAOIFI0.3% Usmani0.9% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic0.9% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| AXALTA COATING SYSTEMS LTD | UNSCREENED | 0.52% | no in-house ratios for this holding |
| OMC OMNICOM GROUP INC | NON_COMPLIANT | 0.50% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| BDX BECTON DICKINSON & COMPANY | NON_COMPLIANT | 0.48% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| PH PARKER-HANNIFIN CORP | COMPLIANT | 0.48% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| HST HOST HOTELS & RESORTS INC | NON_COMPLIANT | 0.47% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| CELANESE CORP | UNSCREENED | 0.46% | no in-house ratios for this holding |
| TSN TYSON FOODS INC | NON_COMPLIANT | 0.46% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| WBS WEBSTER FINANCIAL CORP | NON_COMPLIANT | 0.34% | AAOIFI5.9% Usmani0.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.9% MSCI Islamic M-Seriesfail FTSE Shariah0.9% |
| COR CENCORA INC | COMPLIANT | 0.26% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
The published standards disagree about this fund by 10 points of portfolio weight — 43.4% of it passes FTSE Shariah, 33.6% passes S&P Shariah. 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 41.9% ratios fail on 39.3% 18.7% not rated under AAOIFI
ratios pass on 35.0% ratios fail on 41.8% 23.2% not rated under Usmani
ratios pass on 38.2% ratios fail on 42.1% 19.7% not rated under Dow Jones Islamic
ratios pass on 33.6% ratios fail on 46.8% 19.7% not rated under S&P Shariah
ratios pass on 34.5% ratios fail on 44.8% 20.7% not rated under MSCI Islamic
ratios pass on 34.7% ratios fail on 45.7% 19.7% not rated under MSCI Islamic M-Series
ratios pass on 43.4% ratios fail on 35.9% 20.7% not rated under FTSE Shariah
85 of 97 listed holdings carry our own per-methodology verdicts (89% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 79 (83% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| RRX REGAL REXNORD CORP | 1.91% |
| MAR MARRIOTT INTERNATIONAL INC | 1.68% |
| TRGP TARGA RESOURCES CORP | 1.55% |
| XEL XCEL ENERGY INC | 1.39% |
| DAL DELTA AIR LINES INC | 1.38% |
| COLB COLUMBIA BANKING SYSTEM INC | 1.37% |
| CMS CMS ENERGY CORP | 1.32% |
| CW CURTISS-WRIGHT CORP | 1.28% |
| AXS AXIS CAPITAL HOLDINGS LTD | 1.27% |
| WCC WESCO INTERNATIONAL INC | 1.25% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Nomura Opportunity Fund (FIZRX) 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 |
|---|---|---|
| TWLOTWILIO INC | 2.17% | Compliant |
| RRXREGAL REXNORD CORP | 1.91% | Non-compliant |
| MARMARRIOTT INTERNATIONAL INC | 1.68% | Non-compliant |
| DVNDEVON ENERGY CORP | 1.63% | Compliant |
| SNXTD SYNNEX CORP | 1.60% | Compliant |
| TRGPTARGA RESOURCES CORP | 1.55% | Non-compliant |
| ITTITT INC | 1.55% | Compliant |
| URIUNITED RENTALS INC | 1.52% | Compliant |
| TERTERADYNE INC | 1.44% | Compliant |
| KEYSKEYSIGHT TECHNOLOGIES INC | 1.42% | Compliant |
Top 10 of 97 holdings, 16.5% 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 FIZRX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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) | 44.60 | NEUTRAL |
| Stochastic %K (14) | 50.91 | NEUTRAL |
| CCI (20) | -15.73 | NEUTRAL |
| Williams %R (14) | -49.09 | NEUTRAL |
| MACD (12,26,9) | 0.10 | BUY |
| ROC (10) | 0.05 | BUY |
| Momentum (10) | 0.02 | BUY |
| EMA (10) | 40.56 | SELL |
| SMA (10) | 40.45 | BUY |
| EMA (20) | 40.68 | SELL |
| SMA (20) | 40.52 | SELL |
| EMA (30) | 40.87 | SELL |
| SMA (30) | 40.83 | SELL |
| EMA (50) | 41.11 | SELL |
| SMA (50) | 41.51 | SELL |
| EMA (100) | 40.92 | SELL |
| SMA (100) | 41.50 | SELL |
| EMA (200) | 39.35 | BUY |
| SMA (200) | 39.80 | 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.