FOSIXETF / FundTRIBUTARY SHORT-INTERMEDIATE BOND FUND
Verdicts genuinely change. Free email alert the moment FOSIX'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.
TRIBUTARY SHORT-INTERMEDIATE BOND FUND · TRIBUTARY CAPITAL MANAGEMENT, LLC
220 holdings
NON-COMPLIANT At least 39.89% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 56% turns out to be. Matching more holdings can only raise this share, never lower it.
25.31% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
220 holdings, 49 matched (43% of weight). Portfolio as of 2026-06-30, filed 2026-08-14. Source: SEC Form N-PORT.
3.67% of this portfolio’s income is non-permissible — weighted across holdings, computed over 13% of portfolio weight (25 of 220 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (220)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| US TREASURY N/B | NON_COMPLIANT | 9.31% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 5.72% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 3.89% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 3.68% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.63% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 1.08% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 1.08% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| EXC EXELON CORP | NON_COMPLIANT | 1.07% | AAOIFI109.9% Usmani42.1% Dow Jones Islamic115.7% S&P Shariah124.5% MSCI Islamic42.1% MSCI Islamic M-Series124.5% FTSE Shariah42.1% |
| MS MORGAN STANLEY | NON_COMPLIANT | 1.06% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| CRM SALESFORCE INC | COMPLIANT | 1.05% | AAOIFI20.9% Usmani38.1% Dow Jones Islamic18.3% S&P Shariah17.8% MSCI Islamic38.1% MSCI Islamic M-Series17.8% FTSE Shariah35.8% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 1.05% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 1.03% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| WSTN Trust | UNSCREENED | 1.03% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 1.02% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| US BANCORP | UNSCREENED | 1.01% | no in-house ratios for this holding |
| RCKT Trust | UNSCREENED | 0.95% | no in-house ratios for this holding |
| RF REGIONS FINANCIAL CORP | NON_COMPLIANT | 0.93% | AAOIFI29.4% Usmani4.7% Dow Jones Islamic35.1% S&P Shariah38.7% MSCI Islamic4.7% MSCI Islamic M-Series38.7% FTSE Shariah4.7% |
| Firstkey Homes Trust | UNSCREENED | 0.91% | no in-house ratios for this holding |
| MOS MOSAIC CO | NON_COMPLIANT | 0.91% | AAOIFI60.0% Usmani20.5% Dow Jones Islamic59.7% S&P Shariah57.0% MSCI Islamic20.5% MSCI Islamic M-Series57.0% FTSE Shariah19.6% |
| KNDR 2021-KIND A | UNSCREENED | 0.84% | no in-house ratios for this holding |
| Verdant Receivables LLC | UNSCREENED | 0.81% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.79% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| CF Hippolyta Issuer LLC | UNSCREENED | 0.79% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.72% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Greensky Home Improvement Issu | UNSCREENED | 0.71% | no in-house ratios for this holding |
| BXMT Ltd | UNSCREENED | 0.71% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgag | UNSCREENED | 0.69% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.68% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| VASA Trust | UNSCREENED | 0.67% | no in-house ratios for this holding |
| NE COOPERATIVE REPUBLICAN PLAT | UNSCREENED | 0.67% | no in-house ratios for this holding |
| PAYX PAYCHEX INC | COMPLIANT | 0.66% | AAOIFI13.2% Usmani29.6% Dow Jones Islamic10.7% S&P Shariah11.0% MSCI Islamic29.6% MSCI Islamic M-Series11.0% FTSE Shariah29.1% |
| SOFI CONSUMER LOAN PROGRAM TRU | UNSCREENED | 0.66% | no in-house ratios for this holding |
| Truist Bank Auto Credit-Linked | UNSCREENED | 0.65% | no in-house ratios for this holding |
| CBRE SERVICES INC | UNSCREENED | 0.65% | no in-house ratios for this holding |
| Wingspire Equipment Finance LL | UNSCREENED | 0.65% | no in-house ratios for this holding |
| AFG ABS LLC | UNSCREENED | 0.65% | no in-house ratios for this holding |
| DELL INT LLC / EMC CORP | UNSCREENED | 0.64% | no in-house ratios for this holding |
| DLLAD LLC | UNSCREENED | 0.64% | no in-house ratios for this holding |
| SOFI CONSUMER LOAN PROGRAM TRU | UNSCREENED | 0.63% | no in-house ratios for this holding |
| AMERICAN HONDA FINANCE | UNSCREENED | 0.62% | no in-house ratios for this holding |
| NI NISOURCE INC | NON_COMPLIANT | 0.62% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| Bankers Healthcare Group Secur | UNSCREENED | 0.62% | no in-house ratios for this holding |
| Dext ABS | UNSCREENED | 0.61% | no in-house ratios for this holding |
| M&T Equipment Notes | UNSCREENED | 0.59% | no in-house ratios for this holding |
| FLORIDA POWER & LIGHT CO | UNSCREENED | 0.59% | no in-house ratios for this holding |
| PEAC Solutions Receivables LLC | UNSCREENED | 0.59% | no in-house ratios for this holding |
| M&T Equipment Notes | UNSCREENED | 0.58% | no in-house ratios for this holding |
| Avant Loans Funding Trust | UNSCREENED | 0.57% | no in-house ratios for this holding |
| MOLEX ELECTRONICS TECH | UNSCREENED | 0.55% | no in-house ratios for this holding |
| Space Coast Credit Union | UNSCREENED | 0.54% | no in-house ratios for this holding |
| IP 2025-IP Mortgage Trust | UNSCREENED | 0.53% | no in-house ratios for this holding |
| ABNB AIRBNB INC | NON_COMPLIANT | 0.53% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| Wells Fargo Commercial Mortgag | UNSCREENED | 0.53% | no in-house ratios for this holding |
| Ellington Financial Mortgage T | UNSCREENED | 0.53% | no in-house ratios for this holding |
| Capteris Equipment Finance | UNSCREENED | 0.53% | no in-house ratios for this holding |
| Government National Mortgage A | NON_COMPLIANT | 0.52% | no in-house ratios for this holding |
| PEAC Solutions Receivables LLC | UNSCREENED | 0.51% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.50% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| FS Rialto Issuer Ltd | UNSCREENED | 0.50% | no in-house ratios for this holding |
| FCCU Auto Receivables Trust | UNSCREENED | 0.50% | no in-house ratios for this holding |
| BXHPP Trust | UNSCREENED | 0.50% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.50% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| COOPR Residential Mortgage Tru | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Liberty Street Trust | UNSCREENED | 0.49% | no in-house ratios for this holding |
| BofA Auto Trust | UNSCREENED | 0.48% | no in-house ratios for this holding |
| BA BOEING CO/THE | NON_COMPLIANT | 0.48% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| Woodward Capital Management | UNSCREENED | 0.48% | no in-house ratios for this holding |
| HPEFS Equipment Trust | UNSCREENED | 0.48% | no in-house ratios for this holding |
| ACORE Issuer, LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| PEAC Solutions Receivables LLC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Firstkey Homes Trust | UNSCREENED | 0.47% | no in-house ratios for this holding |
| SOFI CONSUMER LOAN PROGRAM TRU | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Dext ABS | UNSCREENED | 0.47% | no in-house ratios for this holding |
| LEVI LEVI STRAUSS & CO | COMPLIANT | 0.47% | AAOIFI28.4% Usmani34.7% Dow Jones Islamic313.9% S&P Shariah330.6% MSCI Islamic34.7% MSCI Islamic M-Series330.6% FTSE Shariah15.8% |
| Mill City Mortgage Trust | UNSCREENED | 0.46% | no in-house ratios for this holding |
| Greensky Home Improvement Issu | UNSCREENED | 0.46% | no in-house ratios for this holding |
| Tricon Residential | UNSCREENED | 0.43% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| TPR TAPESTRY INC | COMPLIANT | 0.43% | AAOIFI16.9% Usmani59.3% Dow Jones Islamic18.9% S&P Shariah23.7% MSCI Islamic59.3% MSCI Islamic M-Series23.7% FTSE Shariah35.8% |
| BOS Trust | UNSCREENED | 0.43% | no in-house ratios for this holding |
| HUNTINGTON INGALLS INDUS | UNSCREENED | 0.42% | no in-house ratios for this holding |
| NNN REIT INC | UNSCREENED | 0.42% | no in-house ratios for this holding |
| Truist Bank Auto Credit-Linked | UNSCREENED | 0.41% | no in-house ratios for this holding |
| NMABS Issuer I, LLC. | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Provident Funding Mortgage Tru | UNSCREENED | 0.41% | no in-house ratios for this holding |
| AMERICAN HONDA FINANCE | UNSCREENED | 0.41% | no in-house ratios for this holding |
| BSTN Commercial Mortgage Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Woodward Capital Management | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Vantage Data Centers LLC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Capteris Equipment Finance | UNSCREENED | 0.39% | no in-house ratios for this holding |
| IOWA Student Loan Liquidity Co | UNSCREENED | 0.38% | no in-house ratios for this holding |
| MTN Commercial Mortgage Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Oak Street Investment Grade Ne | UNSCREENED | 0.38% | no in-house ratios for this holding |
| RCKT Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Post Road Equipment Finance | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Woodward Capital Management | UNSCREENED | 0.37% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.37% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| Octane Receivables Trust | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Foundation Finance Trust | UNSCREENED | 0.36% | no in-house ratios for this holding |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Cantor Commercial Real Estate | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Crossroads Asset Trust | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Bank | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Bankers Healthcare Group Secur | UNSCREENED | 0.34% | no in-house ratios for this holding |
| UPX HIL 2025-1 Issuer Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| CPF IV, LLC, CP EF ASSET SECUR | UNSCREENED | 0.33% | no in-house ratios for this holding |
| DLLAD LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.33% | AAOIFI72.6% Usmani50.6% Dow Jones Islamic82.0% S&P Shariah96.0% MSCI Islamic50.6% MSCI Islamic M-Series96.0% FTSE Shariah48.2% |
| The Huntington National Bank | UNSCREENED | 0.33% | no in-house ratios for this holding |
| UNITED RENTALS NORTH AM | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Ellington Financial Mortgage T | UNSCREENED | 0.32% | no in-house ratios for this holding |
| CBRE SERVICES INC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| MMAF Equipment Finance LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| American Heritage Auto Receiva | UNSCREENED | 0.32% | no in-house ratios for this holding |
| GreenState Auto Receivables Tr | UNSCREENED | 0.32% | no in-house ratios for this holding |
| FDXF FEDEX FREIGHT HOLDING CO | COMPLIANT | 0.31% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| BX Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| NORTH TEXAS HIGHER EDUCATION A | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Verdant Receivables LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Greensky Home Improvement Issu | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Navient Student Loan Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ACT ENACT HOLDINGS INC | NON_COMPLIANT | 0.27% | AAOIFI11.0% Usmani10.7% Dow Jones Islamic13.6% S&P Shariah14.5% MSCI Islamic10.7% MSCI Islamic M-Series14.5% FTSE Shariah10.7% |
| The Huntington National Bank | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Velocity Commercial Capital Lo | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Huntington Auto Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Velocity Commercial Capital Lo | UNSCREENED | 0.22% | no in-house ratios for this holding |
| LAND O LAKES CAP TRST I | UNSCREENED | 0.22% | no in-house ratios for this holding |
| COP CONOCOPHILLIPS COMPANY | COMPLIANT | 0.21% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| Freddie Mac - SCRT | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| The Huntington National Bank | UNSCREENED | 0.21% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.21% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| CONCENTRIX CORP | UNSCREENED | 0.21% | no in-house ratios for this holding |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| First Help Financial LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Social Professional Loan Progr | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ELFI Graduate Loan Program LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Sutherland Commercial Mortgage | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Greensky Home Improvement Issu | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Wingspire Equipment Finance LL | UNSCREENED | 0.17% | no in-house ratios for this holding |
| BLACKSTONE SECURED LEND | UNSCREENED | 0.17% | no in-house ratios for this holding |
| VIPER ENERGY PARTNERS LL | UNSCREENED | 0.17% | no in-house ratios for this holding |
| A AGILENT TECHNOLOGIES INC | COMPLIANT | 0.16% | AAOIFI9.3% Usmani28.3% Dow Jones Islamic10.8% S&P Shariah10.7% MSCI Islamic28.3% MSCI Islamic M-Series10.7% FTSE Shariah28.3% |
| BLAIR NE WTR SYS REVENUE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| PBF HOLDING CO LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SLM Student Loan Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.14% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| Cherry Securitization Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Brean Asset Backed Securities | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Social Professional Loan Progr | UNSCREENED | 0.14% | no in-house ratios for this holding |
| First Help Financial LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| GRAPHIC PACKAGING INTERN | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NMEF Funding LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ALBERTSONS COS/SAFEWAY | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CCG Receivables Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| OCCU Auto Receivables Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FLO FLOWERS FOODS INC | NON_COMPLIANT | 0.12% | AAOIFI150.7% Usmani47.9% Dow Jones Islamic71.4% S&P Shariah61.7% MSCI Islamic47.9% MSCI Islamic M-Series61.7% FTSE Shariah40.3% |
| Towd Point Mortgage Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SLM Student Loan Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Capital One Prime Auto Receiva | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Bankers Healthcare Group Secur | UNSCREENED | 0.11% | no in-house ratios for this holding |
| US BANCORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| NE COOPERATIVE REPUBLICAN PLAT | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Government National Mortgage A | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NATL NCR ATLEOS LLC | NON_COMPLIANT | 0.10% | AAOIFI87.4% Usmani51.8% Dow Jones Islamic111.7% S&P Shariah127.3% MSCI Islamic51.8% MSCI Islamic M-Series127.3% FTSE Shariah49.3% |
| TPB TURNING POINT BRANDS INC | COMPLIANT | 0.10% | AAOIFI19.7% Usmani34.4% Dow Jones Islamic20.0% S&P Shariah25.7% MSCI Islamic34.4% MSCI Islamic M-Series25.7% FTSE Shariah34.4% |
| Octane Receivables Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Sutherland Commercial Mortgage | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Oceanview Mortgage Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| New Residential Mortgage Loan | UNSCREENED | 0.08% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Freddie Mac Whole Loan Securit | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| SCOTTS BLUFF CNTY NE SCH DIST | UNSCREENED | 0.08% | no in-house ratios for this holding |
| COMMONBOND STUDENT LOAN TRUST | UNSCREENED | 0.07% | no in-house ratios for this holding |
| COMMONBOND STUDENT LOAN TRUST | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Social Professional Loan Progr | UNSCREENED | 0.06% | no in-house ratios for this holding |
| WD WALKER & DUNLOP INC | NON_COMPLIANT | 0.06% | AAOIFI3.6% Usmani1.2% Dow Jones Islamic2.6% S&P Shariah2.4% MSCI Islamic1.2% MSCI Islamic M-Series2.4% FTSE Shariah1.2% |
| Towd Point Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SLM Student Loan Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Government National Mortgage A | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Government National Mortgage A | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| CSMLT TRUST | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BRAVO Residential Funding Trus | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Social Professional Loan Progr | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Bankers Healthcare Group Secur | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| New Residential Mortgage Loan | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Credit-Based Asset Servicing a | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Bank | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| New Residential Mortgage Loan | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NMEF Funding LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| New Residential Mortgage Loan | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CFCRE Commercial Mortgage Trus | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Residential Accredit Loans, In | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Residential Asset Securitizati | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.00% | no in-house ratios for this holding |
| Fanniemae-Aces | NON_COMPLIANT | 0.00% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.00% | no in-house ratios for this holding |
| Credit Suisse First Boston Mor | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 3.1% of it passes Dow Jones Islamic, 2.4% passes Usmani. 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 3.1% ratios fail on 14.9% 81.6% not rated under AAOIFI
ratios pass on 2.4% ratios fail on 10.8% 86.3% not rated under Usmani
ratios pass on 3.1% ratios fail on 14.5% 81.9% not rated under Dow Jones Islamic
ratios pass on 2.6% ratios fail on 15.0% 81.9% not rated under S&P Shariah
ratios pass on 2.4% ratios fail on 10.8% 86.3% not rated under MSCI Islamic
ratios pass on 2.6% ratios fail on 15.0% 81.9% not rated under MSCI Islamic M-Series
ratios pass on 2.9% ratios fail on 10.4% 86.3% not rated under FTSE Shariah
31 of 220 listed holdings carry our own per-methodology verdicts (18% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
TRIBUTARY SHORT-INTERMEDIATE BOND FUND (FOSIX) 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.
Screened on its holdings, not its name
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 |
|---|---|---|
| US TREASURY N/Bnot matched to a ticker | 9.31% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 5.72% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 3.89% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 3.68% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 1.63% | Non-compliant |
| MARS INCnot matched to a ticker | 1.08% | Not screened |
| CCITIGROUP INC | 1.08% | Non-compliant |
| EXCEXELON CORP | 1.07% | Non-compliant |
| MSMORGAN STANLEY | 1.06% | Non-compliant |
| CRMSALESFORCE INC | 1.05% | Compliant |
Top 10 of 220 holdings, 29.6% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- US TREASURY N/Bnon-compliant9.31%
- US TREASURY N/Bnon-compliant5.72%
- US TREASURY N/Bnon-compliant3.89%
- US TREASURY N/Bnon-compliant3.68%
- US TREASURY N/Bnon-compliant1.63%
- MARS INCnot screened1.08%
What changed, and when
Verdict history for FOSIX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for FOSIX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 49.70 | NEUTRAL |
| Stochastic %K (14) | 50.00 | NEUTRAL |
| CCI (20) | 51.08 | NEUTRAL |
| Williams %R (14) | -50.00 | NEUTRAL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | 0.00 | NEUTRAL |
| Momentum (10) | 0.00 | NEUTRAL |
| EMA (10) | 8.89 | BUY |
| SMA (10) | 8.89 | BUY |
| EMA (20) | 8.89 | BUY |
| SMA (20) | 8.88 | BUY |
| EMA (30) | 8.89 | SELL |
| SMA (30) | 8.88 | BUY |
| EMA (50) | 8.90 | SELL |
| SMA (50) | 8.91 | SELL |
| EMA (100) | 8.90 | SELL |
| SMA (100) | 8.91 | SELL |
| EMA (200) | 8.88 | BUY |
| SMA (200) | 8.89 | SELL |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.