Verdicts genuinely change. Free email alert the moment FVADX'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.
Franklin Small Cap Value Fund · Franklin Value Investors Trust
97 holdings
NON-COMPLIANT 45.73% of portfolio weight is in non-compliant holdings, over the 5% threshold.
97 holdings, 78 matched (80% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
4.69% of this portfolio’s income is non-permissible — weighted across holdings, computed over 62% of portfolio weight (66 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.
33.7% compliant 0.5% questionable 45.7% non-compliant 20.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ACIW ACI Worldwide, Inc. | COMPLIANT | 3.37% | AAOIFI16.0% Usmani27.4% Dow Jones Islamic16.8% S&P Shariah18.8% MSCI Islamic27.4% MSCI Islamic M-Series18.8% FTSE Shariah26.6% |
| Ashland, Inc. | UNSCREENED | 3.12% | no in-house ratios for this holding |
| ROSE.L Rosebank Industries plc | COMPLIANT | 2.70% | AAOIFI17.0% Usmani25.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic22.6% MSCI Islamic M-Seriesfail FTSE Shariah22.6% |
| Whitecap Resources, Inc. | UNSCREENED | 2.56% | no in-house ratios for this holding |
| SSB SouthState Bank Corp. | NON_COMPLIANT | 2.56% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CNO CNO Financial Group, Inc. | NON_COMPLIANT | 2.55% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COLB Columbia Banking System, Inc. | NON_COMPLIANT | 2.53% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WSFS WSFS Financial Corp. | NON_COMPLIANT | 2.50% | AAOIFI0.2% Usmani0.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.0% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| WTTR Select Water Solutions, Inc. | COMPLIANT | 2.50% | AAOIFI11.6% Usmani16.3% Dow Jones Islamic17.0% S&P Shariah19.1% MSCI Islamic16.3% MSCI Islamic M-Series19.1% FTSE Shariah14.5% |
| ELM.L Elementis plc | COMPLIANT | 2.24% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| BRKR Bruker Corp. | COMPLIANT | 2.08% | AAOIFI18.9% Usmani30.1% Dow Jones Islamic25.7% S&P Shariah22.6% MSCI Islamic30.1% MSCI Islamic M-Series22.6% FTSE Shariah30.1% |
| QQ.L QinetiQ Group plc | NON_COMPLIANT | 2.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OII Oceaneering International, Inc. | NON_COMPLIANT | 2.01% | AAOIFI16.3% Usmani30.6% Dow Jones Islamic28.6% S&P Shariah30.5% MSCI Islamic30.6% MSCI Islamic M-Series30.5% FTSE Shariah18.2% |
| AUB Atlantic Union Bankshares Corp. | NON_COMPLIANT | 1.98% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| Franklin Institutional U.S. Government Money Market Fund | UNSCREENED | 1.98% | no in-house ratios for this holding |
| Horace Mann Educators Corp. | UNSCREENED | 1.90% | no in-house ratios for this holding |
| Crocs, Inc. | UNSCREENED | 1.83% | no in-house ratios for this holding |
| OSK Oshkosh Corp. | COMPLIANT | 1.77% | AAOIFI14.2% Usmani14.3% Dow Jones Islamic17.3% S&P Shariah18.2% MSCI Islamic13.6% MSCI Islamic M-Series18.2% FTSE Shariah11.5% |
| BAB.L Babcock International Group plc | COMPLIANT | 1.71% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| GTES Gates Industrial Corp. Ltd. | NON_COMPLIANT | 1.69% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| MWA Mueller Water Products, Inc. | COMPLIANT | 1.65% | AAOIFI12.2% Usmani23.2% Dow Jones Islamic11.6% S&P Shariah13.3% MSCI Islamic23.2% MSCI Islamic M-Series13.3% FTSE Shariah23.2% |
| NVST Envista Holdings Corp. | NON_COMPLIANT | 1.64% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| IRT Independence Realty Trust, Inc. | NON_COMPLIANT | 1.48% | AAOIFI62.8% Usmani40.1% Dow Jones Islamic60.8% S&P Shariah64.8% MSCI Islamic40.1% MSCI Islamic M-Series64.8% FTSE Shariah40.1% |
| FBP First Bancorp | NON_COMPLIANT | 1.45% | AAOIFI6.7% Usmani1.5% Dow Jones Islamic8.6% S&P Shariah9.3% MSCI Islamic1.5% MSCI Islamic M-Series9.3% FTSE Shariah1.5% |
| RYZ Ryerson Holding Corp. | NON_COMPLIANT | 1.43% | AAOIFI97.3% Usmani34.6% Dow Jones Islamic151.0% S&P Shariah150.8% MSCI Islamic34.6% MSCI Islamic M-Series150.8% FTSE Shariah24.9% |
| GABC German American Bancorp, Inc. | NON_COMPLIANT | 1.42% | AAOIFI2.5% Usmani0.6% Dow Jones Islamic3.3% S&P Shariah3.7% MSCI Islamic0.6% MSCI Islamic M-Series3.7% FTSE Shariah0.6% |
| MRO.L Melrose Industries plc | COMPLIANT | 1.39% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TriCo Bancshares | UNSCREENED | 1.38% | no in-house ratios for this holding |
| LPX Louisiana-Pacific Corp. | COMPLIANT | 1.37% | AAOIFI8.0% Usmani14.5% Dow Jones Islamic6.1% S&P Shariah6.5% MSCI Islamic14.5% MSCI Islamic M-Series6.5% FTSE Shariah13.3% |
| CAC Camden National Corp. | NON_COMPLIANT | 1.32% | AAOIFI51.7% Usmani7.3% Dow Jones Islamic72.2% S&P Shariah82.6% MSCI Islamic7.3% MSCI Islamic M-Series82.6% FTSE Shariah7.3% |
| SBCF Seacoast Banking Corp. of Florida | NON_COMPLIANT | 1.31% | AAOIFI3.4% Usmani0.5% Dow Jones Islamic4.3% S&P Shariah4.7% MSCI Islamic0.5% MSCI Islamic M-Series4.7% FTSE Shariah0.5% |
| HTG.L Hunting plc | COMPLIANT | 1.29% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| MSA MSA Safety, Inc. | COMPLIANT | 1.29% | AAOIFI8.8% Usmani24.7% Dow Jones Islamic9.9% S&P Shariah9.8% MSCI Islamic24.7% MSCI Islamic M-Series9.8% FTSE Shariah23.1% |
| SYNA Synaptics, Inc. | COMPLIANT | 1.20% | AAOIFI22.6% Usmani41.7% Dow Jones Islamic28.1% S&P Shariah26.5% MSCI Islamic41.7% MSCI Islamic M-Series26.5% FTSE Shariah39.8% |
| First Commonwealth Financial Corp. | UNSCREENED | 1.16% | no in-house ratios for this holding |
| FBIN Fortune Brands Innovations, Inc. | NON_COMPLIANT | 1.13% | AAOIFI54.4% Usmani44.1% Dow Jones Islamic41.4% S&P Shariah37.9% MSCI Islamic44.1% MSCI Islamic M-Series37.9% FTSE Shariah40.2% |
| Brunswick Corp. | UNSCREENED | 1.12% | no in-house ratios for this holding |
| Commercial Metals Co. | UNSCREENED | 1.09% | no in-house ratios for this holding |
| EGO Eldorado Gold Corp. | COMPLIANT | 1.06% | AAOIFI8.2% Usmani19.0% Dow Jones Islamic24.3% S&P Shariah29.2% MSCI Islamic19.0% MSCI Islamic M-Series29.2% FTSE Shariah19.0% |
| INDV Indivior Pharmaceuticals, Inc. | COMPLIANT | 0.99% | AAOIFI12.3% Usmani41.3% Dow Jones Islamic17.8% S&P Shariah18.8% MSCI Islamic41.3% MSCI Islamic M-Series18.8% FTSE Shariah39.5% |
| Avient Corp. | UNSCREENED | 0.98% | no in-house ratios for this holding |
| ESI Element Solutions, Inc. | COMPLIANT | 0.97% | AAOIFI20.7% Usmani31.7% Dow Jones Islamic26.2% S&P Shariah28.2% MSCI Islamic31.7% MSCI Islamic M-Series28.2% FTSE Shariah30.2% |
| Black Hills Corp. | UNSCREENED | 0.93% | no in-house ratios for this holding |
| GPI Group 1 Automotive, Inc. | NON_COMPLIANT | 0.92% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| SIGI Selective Insurance Group, Inc. | NON_COMPLIANT | 0.90% | AAOIFI9.2% Usmani3.3% Dow Jones Islamic9.9% S&P Shariah9.5% MSCI Islamic3.3% MSCI Islamic M-Series9.5% FTSE Shariah3.3% |
| OLED Universal Display Corp. | NON_COMPLIANT | 0.90% | AAOIFI0.6% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| SIG Signet Jewelers Ltd. | NON_COMPLIANT | 0.81% | AAOIFI31.0% Usmani21.9% Dow Jones Islamic35.8% S&P Shariah34.3% MSCI Islamic21.9% MSCI Islamic M-Series34.3% FTSE Shariah0.0% |
| LZB La-Z-Boy, Inc. | NON_COMPLIANT | 0.77% | AAOIFI44.3% Usmani28.3% Dow Jones Islamic36.5% S&P Shariah37.5% MSCI Islamic28.2% MSCI Islamic M-Series37.5% FTSE Shariah0.0% |
| SR Spire, Inc. | NON_COMPLIANT | 0.76% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| VCTR Victory Capital Holdings, Inc. | NON_COMPLIANT | 0.73% | AAOIFI14.5% Usmani23.2% Dow Jones Islamic21.9% S&P Shariah25.6% MSCI Islamic23.2% MSCI Islamic M-Series25.6% FTSE Shariah23.2% |
| BHE Benchmark Electronics, Inc. | COMPLIANT | 0.70% | AAOIFI11.3% Usmani13.3% Dow Jones Islamic16.2% S&P Shariah18.7% MSCI Islamic13.3% MSCI Islamic M-Series18.7% FTSE Shariah8.3% |
| ST Sensata Technologies Holding plc | NON_COMPLIANT | 0.70% | AAOIFI38.7% Usmani37.1% Dow Jones Islamic49.3% S&P Shariah48.0% MSCI Islamic36.8% MSCI Islamic M-Series48.0% FTSE Shariah36.8% |
| IDA IDACORP, Inc. | NON_COMPLIANT | 0.69% | AAOIFI43.9% Usmani33.8% Dow Jones Islamic52.0% S&P Shariah58.2% MSCI Islamic33.7% MSCI Islamic M-Series58.2% FTSE Shariah33.7% |
| DOCS.L Dr. Martens plc | NON_COMPLIANT | 0.68% | AAOIFI52.1% Usmani61.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic44.9% MSCI Islamic M-Seriesfail FTSE Shariah44.9% |
| OXIG.L Oxford Instruments plc | COMPLIANT | 0.67% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| PTEN Patterson-UTI Energy, Inc. | NON_COMPLIANT | 0.65% | AAOIFI27.0% Usmani23.9% Dow Jones Islamic43.7% S&P Shariah40.1% MSCI Islamic23.8% MSCI Islamic M-Series40.1% FTSE Shariah23.0% |
| JBIO Jade Biosciences, Inc. | NON_COMPLIANT | 0.65% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| UFPI UFP Industries, Inc. | COMPLIANT | 0.63% | AAOIFI8.9% Usmani9.9% Dow Jones Islamic6.9% S&P Shariah6.6% MSCI Islamic9.9% MSCI Islamic M-Series6.6% FTSE Shariah5.7% |
| VMI Valmont Industries, Inc. | COMPLIANT | 0.62% | AAOIFI9.4% Usmani25.2% Dow Jones Islamic11.5% S&P Shariah13.0% MSCI Islamic25.2% MSCI Islamic M-Series13.0% FTSE Shariah21.1% |
| FIBK First Interstate BancSystem, Inc. | NON_COMPLIANT | 0.61% | AAOIFI4.1% Usmani0.6% Dow Jones Islamic4.6% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| BFH Bread Financial Holdings, Inc. | NON_COMPLIANT | 0.58% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| BRC Brady Corp. | COMPLIANT | 0.57% | AAOIFI2.0% Usmani4.5% Dow Jones Islamic2.3% S&P Shariah2.5% MSCI Islamic4.5% MSCI Islamic M-Series2.5% FTSE Shariah0.8% |
| KRG Kite Realty Group Trust | NON_COMPLIANT | 0.56% | AAOIFI54.4% Usmani45.4% Dow Jones Islamic57.1% S&P Shariah59.9% MSCI Islamic45.4% MSCI Islamic M-Series59.9% FTSE Shariah45.4% |
| VNT Vontier Corp. | NON_COMPLIANT | 0.56% | AAOIFI35.9% Usmani40.3% Dow Jones Islamic30.9% S&P Shariah30.2% MSCI Islamic40.3% MSCI Islamic M-Series30.2% FTSE Shariah39.6% |
| CHG.L Chemring Group plc | NON_COMPLIANT | 0.55% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Highwoods Properties, Inc. | UNSCREENED | 0.55% | no in-house ratios for this holding |
| MSGS Madison Square Garden Sports Corp. | QUESTIONABLE | 0.50% | AAOIFI12.3% Usmani75.5% Dow Jones Islamic18.8% S&P Shariah20.8% MSCI Islamic75.5% MSCI Islamic M-Series20.8% FTSE Shariah16.8% |
| REZI Resideo Technologies, Inc. | NON_COMPLIANT | 0.49% | AAOIFI130.9% Usmani44.5% Dow Jones Islamic92.2% S&P Shariah104.2% MSCI Islamic44.5% MSCI Islamic M-Series104.2% FTSE Shariah40.7% |
| MHO M/I Homes, Inc. | COMPLIANT | 0.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RRX Regal Rexnord Corp. | NON_COMPLIANT | 0.48% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| ERO ERO Copper Corp. | COMPLIANT | 0.48% | AAOIFI12.1% Usmani31.6% Dow Jones Islamic27.7% S&P Shariah29.5% MSCI Islamic31.6% MSCI Islamic M-Series29.5% FTSE Shariah31.6% |
| Washington Trust Bancorp, Inc. | UNSCREENED | 0.47% | no in-house ratios for this holding |
| ENS EnerSys | COMPLIANT | 0.46% | AAOIFI17.1% Usmani28.3% Dow Jones Islamic22.3% S&P Shariah24.2% MSCI Islamic28.2% MSCI Islamic M-Series24.2% FTSE Shariah26.3% |
| HGV Hilton Grand Vacations, Inc. | NON_COMPLIANT | 0.43% | AAOIFI149.2% Usmani39.9% Dow Jones Islamic128.3% S&P Shariah122.5% MSCI Islamic39.9% MSCI Islamic M-Series122.5% FTSE Shariah39.9% |
| MELE.BR Melexis NV | COMPLIANT | 0.43% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| STAG STAG Industrial, Inc. | NON_COMPLIANT | 0.40% | AAOIFI44.2% Usmani44.6% Dow Jones Islamic48.2% S&P Shariah49.6% MSCI Islamic44.6% MSCI Islamic M-Series49.6% FTSE Shariah44.6% |
| ROG Rogers Corp. | COMPLIANT | 0.40% | AAOIFI0.9% Usmani2.1% Dow Jones Islamic1.2% S&P Shariah1.1% MSCI Islamic1.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| WSC WillScot Holdings Corp. | NON_COMPLIANT | 0.40% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| Academy Sports & Outdoors, Inc. | UNSCREENED | 0.40% | no in-house ratios for this holding |
| WH Wyndham Hotels & Resorts, Inc. | NON_COMPLIANT | 0.36% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| MTH Meritage Homes Corp. | NON_COMPLIANT | 0.36% | AAOIFI13.3% Usmani7.6% Dow Jones Islamic11.3% S&P Shariah11.0% MSCI Islamic7.6% MSCI Islamic M-Series11.0% FTSE Shariah7.6% |
| Century Communities, Inc. | UNSCREENED | 0.34% | no in-house ratios for this holding |
| HNI HNI Corp. | NON_COMPLIANT | 0.33% | AAOIFI46.9% Usmani34.1% Dow Jones Islamic70.3% S&P Shariah75.5% MSCI Islamic33.9% MSCI Islamic M-Series75.5% FTSE Shariah28.5% |
| OVV Ovintiv, Inc. | NON_COMPLIANT | 0.32% | AAOIFI27.8% Usmani26.1% Dow Jones Islamic41.7% S&P Shariah41.7% MSCI Islamic25.5% MSCI Islamic M-Series41.7% FTSE Shariah19.2% |
| Boyd Gaming Corp. | UNSCREENED | 0.31% | no in-house ratios for this holding |
| LBRT Liberty Energy, Inc. | NON_COMPLIANT | 0.28% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| MBC Masterbrand, Inc. | NON_COMPLIANT | 0.26% | AAOIFI84.0% Usmani31.1% Dow Jones Islamic87.6% S&P Shariah82.2% MSCI Islamic31.1% MSCI Islamic M-Series82.2% FTSE Shariah24.4% |
| PEBO Peoples Bancorp, Inc. | NON_COMPLIANT | 0.24% | AAOIFI52.3% Usmani7.8% Dow Jones Islamic68.2% S&P Shariah72.4% MSCI Islamic7.8% MSCI Islamic M-Series72.4% FTSE Shariah7.8% |
| LCLN Lincoln International, Inc. | NON_COMPLIANT | 0.21% | AAOIFI3.7% Usmani10.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.2% MSCI Islamic M-Seriesfail FTSE Shariah10.2% |
| TWFG TWFG, Inc. | COMPLIANT | 0.20% | AAOIFI0.5% Usmani2.1% Dow Jones Islamic2.1% S&P Shariahpass MSCI Islamic2.1% MSCI Islamic M-Seriesfail FTSE Shariah0.8% |
| TTI TETRA Technologies, Inc. | COMPLIANT | 0.18% | AAOIFI21.9% Usmani28.0% Dow Jones Islamic27.2% S&P Shariah30.3% MSCI Islamic28.0% MSCI Islamic M-Series30.3% FTSE Shariah22.9% |
| GL9.IR Glanbia plc | COMPLIANT | 0.15% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| GNS.L Genus plc | COMPLIANT | 0.11% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| THG Hanover Insurance Group, Inc. (The) | NON_COMPLIANT | 0.09% | AAOIFI10.6% Usmani5.0% Dow Jones Islamic13.8% S&P Shariah15.3% MSCI Islamic5.0% MSCI Islamic M-Series15.3% FTSE Shariah5.0% |
| Central BanCo, Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| EURO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Canadian Dollar | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 9 points of portfolio weight — 42.6% of it passes FTSE Shariah, 33.9% 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 39.1% ratios fail on 40.8% 20.2% not rated under AAOIFI
ratios pass on 37.6% ratios fail on 40.7% 21.7% not rated under Usmani
ratios pass on 34.3% ratios fail on 44.1% 21.7% not rated under Dow Jones Islamic
ratios pass on 34.5% ratios fail on 43.9% 21.7% not rated under S&P Shariah
ratios pass on 33.9% ratios fail on 44.5% 21.7% not rated under MSCI Islamic
ratios pass on 34.3% ratios fail on 44.1% 21.7% not rated under MSCI Islamic M-Series
ratios pass on 42.6% ratios fail on 35.4% 22.0% not rated under FTSE Shariah
78 of 97 listed holdings carry our own per-methodology verdicts (80% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 66 (64% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SSB SouthState Bank Corp. | 2.56% |
| CNO CNO Financial Group, Inc. | 2.55% |
| COLB Columbia Banking System, Inc. | 2.53% |
| WSFS WSFS Financial Corp. | 2.50% |
| QQ.L QinetiQ Group plc | 2.03% |
| OII Oceaneering International, Inc. | 2.01% |
| AUB Atlantic Union Bankshares Corp. | 1.98% |
| GTES Gates Industrial Corp. Ltd. | 1.69% |
| NVST Envista Holdings Corp. | 1.64% |
| IRT Independence Realty Trust, Inc. | 1.48% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Franklin Small Cap Value Fund (FVADX) 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 |
|---|---|---|
| ACIWACI Worldwide, Inc. | 3.37% | Compliant |
| Ashland, Inc.not matched to a ticker | 3.12% | Not screened |
| ROSE.LRosebank Industries plc | 2.70% | Compliant |
| Whitecap Resources, Inc.not matched to a ticker | 2.56% | Not screened |
| SSBSouthState Bank Corp. | 2.56% | Non-compliant |
| CNOCNO Financial Group, Inc. | 2.55% | Non-compliant |
| COLBColumbia Banking System, Inc. | 2.53% | Non-compliant |
| WSFSWSFS Financial Corp. | 2.50% | Non-compliant |
| WTTRSelect Water Solutions, Inc. | 2.50% | Compliant |
| ELM.LElementis plc | 2.24% | Compliant |
Top 10 of 97 holdings, 26.6% 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 FVADX. 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) | 34.10 | NEUTRAL |
| Stochastic %K (14) | 16.92 | BUY |
| CCI (20) | -89.55 | NEUTRAL |
| Williams %R (14) | -83.08 | BUY |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | -0.77 | SELL |
| Momentum (10) | -0.54 | SELL |
| EMA (10) | 69.76 | SELL |
| SMA (10) | 69.71 | SELL |
| EMA (20) | 70.39 | SELL |
| SMA (20) | 70.24 | SELL |
| EMA (30) | 70.97 | SELL |
| SMA (30) | 71.06 | SELL |
| EMA (50) | 71.61 | SELL |
| SMA (50) | 72.83 | SELL |
| EMA (100) | 71.29 | SELL |
| SMA (100) | 72.48 | SELL |
| EMA (200) | 68.39 | BUY |
| SMA (200) | 69.20 | 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.