Verdicts genuinely change. Free email alert the moment FVDLX'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.
Fidelity Value Discovery Fund · Fidelity Puritan Trust
123 holdings
NON-COMPLIANT 39.46% of portfolio weight is in non-compliant holdings, over the 5% threshold.
123 holdings, 100 matched (90% of weight). Portfolio as of 2026-07-31, filed 2026-09-23. Source: SEC Form N-PORT.
1.31% of this portfolio’s income is non-permissible — weighted across holdings, computed over 79% of portfolio weight (88 of 123 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.
35.5% compliant 15.4% questionable 39.4% non-compliant 9.7% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AMZN AMAZON.COM INC | QUESTIONABLE | 7.46% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 5.24% | 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 | 4.64% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| XOM EXXONMOBIL HOLDINGS CORP | COMPLIANT | 3.37% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| BAC BANK OF AMERICA CORPORATION | NON_COMPLIANT | 2.64% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MRK MERCK and CO INC | COMPLIANT | 2.27% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| TRV TRAVELERS COS INC | NON_COMPLIANT | 2.09% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| CB CHUBB LTD | NON_COMPLIANT | 1.87% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| KDP KEURIG DR PEPPER INC | NON_COMPLIANT | 1.84% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| SHEL SHELL PLC | NON_COMPLIANT | 1.83% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| COP CONOCOPHILLIPS INC | COMPLIANT | 1.78% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| Fidelity Revere Street Trust | UNSCREENED | 1.67% | no in-house ratios for this holding |
| GILD GILEAD SCIENCES INC | COMPLIANT | 1.53% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 1.46% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| WBD WARNER BROS DISCOVERY INC | NON_COMPLIANT | 1.41% | AAOIFI52.5% Usmani34.5% Dow Jones Islamic75.7% S&P Shariah90.3% MSCI Islamic34.5% MSCI Islamic M-Series90.3% FTSE Shariah34.5% |
| MTB M and T BANK CORP | NON_COMPLIANT | 1.39% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| GSK GSK PLC | COMPLIANT | 1.28% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 1.28% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| WFC WELLS FARGO and CO | NON_COMPLIANT | 1.28% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| AZN ASTRAZENECA PLC | COMPLIANT | 1.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SCHW SCHWAB CHARLES CORP | NON_COMPLIANT | 1.20% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| PG PROCTER and GAMBLE CO | COMPLIANT | 1.16% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| TMO THERMO FISHER SCIENTIFIC INC | COMPLIANT | 1.14% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| META META PLATFORMS INC | QUESTIONABLE | 1.12% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| LOW LOWES COS INC | NON_COMPLIANT | 1.02% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| V VISA INC | COMPLIANT | 1.02% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| DE DEERE and CO | NON_COMPLIANT | 1.00% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| BATS.L BRITISH AMERICAN TOBACCO PLC | NON_COMPLIANT | 1.00% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NEM NEWMONT CORP | COMPLIANT | 0.98% | AAOIFI3.8% Usmani8.8% Dow Jones Islamic6.1% S&P Shariah7.4% MSCI Islamic8.8% MSCI Islamic M-Series7.4% FTSE Shariah8.8% |
| CRM SALESFORCE INC | COMPLIANT | 0.96% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 0.95% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| GEN GEN DIGITAL INC | NON_COMPLIANT | 0.94% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| BSX BOSTON SCIENTIFIC CORP | COMPLIANT | 0.93% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| GOOG ALPHABET INC | QUESTIONABLE | 0.91% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CI CIGNA GROUP (THE) | NON_COMPLIANT | 0.91% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| US BANCORP DEL | UNSCREENED | 0.87% | no in-house ratios for this holding |
| MRSH MARSH and MCLENNAN COS INC | NON_COMPLIANT | 0.85% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| IMO IMPERIAL OIL LTD | COMPLIANT | 0.79% | AAOIFI4.1% Usmani8.8% Dow Jones Islamic5.7% S&P Shariah6.3% MSCI Islamic7.7% MSCI Islamic M-Series6.3% FTSE Shariah7.2% |
| HRB H and R BLOCK INC | NON_COMPLIANT | 0.79% | AAOIFI34.8% Usmani64.6% Dow Jones Islamic34.1% S&P Shariah33.8% MSCI Islamic64.6% MSCI Islamic M-Series33.8% FTSE Shariah45.8% |
| KMB KIMBERLY-CLARK CORP | COMPLIANT | 0.79% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| PCG PG and E CORP | NON_COMPLIANT | 0.78% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| TXT TEXTRON INC | NON_COMPLIANT | 0.76% | AAOIFI3.0% Usmani2.2% Dow Jones Islamic2.7% S&P Shariah2.6% MSCI Islamic2.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| WAB WESTINGHOUSE AIR BRAKE TECH CORP | COMPLIANT | 0.71% | AAOIFI13.3% Usmani28.4% Dow Jones Islamic17.8% S&P Shariah20.1% MSCI Islamic28.4% MSCI Islamic M-Series20.1% FTSE Shariah28.4% |
| CTVA CORTEVA INC | COMPLIANT | 0.71% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| BIIB BIOGEN INC | COMPLIANT | 0.70% | AAOIFI21.2% Usmani22.5% Dow Jones Islamic27.5% S&P Shariah24.3% MSCI Islamic22.5% MSCI Islamic M-Series24.3% FTSE Shariah21.3% |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.69% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 0.69% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| KR KROGER CO | NON_COMPLIANT | 0.69% | AAOIFI66.2% Usmani45.5% Dow Jones Islamic54.1% S&P Shariah57.6% MSCI Islamic45.5% MSCI Islamic M-Series57.6% FTSE Shariah31.1% |
| ALLISON TRANSMISSION HLDGS INC | UNSCREENED | 0.68% | no in-house ratios for this holding |
| ACUITY INC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| CROWN HOLDINGS INC | UNSCREENED | 0.66% | no in-house ratios for this holding |
| ES EVERSOURCE ENERGY | NON_COMPLIANT | 0.65% | AAOIFI108.8% Usmani45.9% Dow Jones Islamic122.9% S&P Shariah132.3% MSCI Islamic45.9% MSCI Islamic M-Series132.3% FTSE Shariah45.9% |
| TGT TARGET CORP | QUESTIONABLE | 0.65% | AAOIFI25.0% Usmani30.5% Dow Jones Islamic36.2% S&P Shariah34.4% MSCI Islamic30.5% MSCI Islamic M-Series34.4% FTSE Shariah25.1% |
| HIG HARTFORD INSURANCE GROUP INC/THE | NON_COMPLIANT | 0.62% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| CL COLGATE-PALMOLIVE CO | COMPLIANT | 0.62% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AMERIPRISE FINL INC | UNSCREENED | 0.62% | no in-house ratios for this holding |
| JLL JONES LANG LASALLE INC | NON_COMPLIANT | 0.62% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| SSNC SS and C TECHNOLOGIES HLDGS INC | NON_COMPLIANT | 0.61% | AAOIFI39.6% Usmani37.7% Dow Jones Islamic41.2% S&P Shariah44.6% MSCI Islamic37.7% MSCI Islamic M-Series44.6% FTSE Shariah36.8% |
| CSCO CISCO SYSTEMS INC | COMPLIANT | 0.58% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| LH LABCORP HOLDINGS INC | COMPLIANT | 0.58% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| WILLIS TOWERS WATSON PLC | UNSCREENED | 0.57% | no in-house ratios for this holding |
| SWKS SKYWORKS SOLUTIONS INC | COMPLIANT | 0.57% | AAOIFI6.0% Usmani9.2% Dow Jones Islamic6.4% S&P Shariah5.6% MSCI Islamic9.2% MSCI Islamic M-Series5.6% FTSE Shariah6.7% |
| TETRA TECH INC NEW | UNSCREENED | 0.57% | no in-house ratios for this holding |
| OMC OMNICOM GROUP INC | NON_COMPLIANT | 0.55% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| SNX TD SYNNEX CORP | COMPLIANT | 0.54% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| ROST ROSS STORES INC | COMPLIANT | 0.53% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| TSM TAIWAN SEMICONDUCTOR MFG CO LTD | COMPLIANT | 0.51% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| PNC PNC FINANCIAL SERVICES GRP INC | NON_COMPLIANT | 0.50% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| NTR NUTRIEN LTD | NON_COMPLIANT | 0.50% | AAOIFI20.8% Usmani18.9% Dow Jones Islamic29.2% S&P Shariah31.1% MSCI Islamic18.9% MSCI Islamic M-Series31.1% FTSE Shariah18.9% |
| TEL TE CONNECTIVITY PLC | COMPLIANT | 0.50% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| DOV DOVER CORP | COMPLIANT | 0.49% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| ANNALY CAPITAL MANAGEMENT INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| GDDY GODADDY INC | NON_COMPLIANT | 0.49% | AAOIFI32.7% Usmani48.0% Dow Jones Islamic19.7% S&P Shariah20.9% MSCI Islamic48.0% MSCI Islamic M-Series20.9% FTSE Shariah47.2% |
| UL UNILEVER PLC | COMPLIANT | 0.48% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| FDX FEDEX CORP | NON_COMPLIANT | 0.47% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| ATD.TO ALIMENTATION COUCHE-TARD INC | NON_COMPLIANT | 0.47% | AAOIFI30.2% Usmani49.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic37.8% MSCI Islamic M-Seriespass FTSE Shariah37.8% |
| COO COOPER COMPANIES INC | COMPLIANT | 0.45% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DPZ DOMINOS PIZZA INC | NON_COMPLIANT | 0.45% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| SPROUTS FARMERS MARKET INC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| EXLS EXLSERVICE HOLDINGS INC | COMPLIANT | 0.44% | AAOIFI9.3% Usmani31.1% Dow Jones Islamic8.2% S&P Shariah8.8% MSCI Islamic30.9% MSCI Islamic M-Series8.8% FTSE Shariah24.9% |
| MDLZ MONDELEZ INTERNATIONAL INC | COMPLIANT | 0.43% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| CDE COEUR MINING INC | COMPLIANT | 0.43% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.2% MSCI Islamic0.1% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| UPS UNITED PARCEL SERVICE INC | NON_COMPLIANT | 0.43% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 0.42% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| AERCAP HOLDINGS NV | UNSCREENED | 0.40% | no in-house ratios for this holding |
| VTRS VIATRIS INC | NON_COMPLIANT | 0.37% | AAOIFI65.8% Usmani38.9% Dow Jones Islamic100.2% S&P Shariah105.1% MSCI Islamic38.9% MSCI Islamic M-Series105.1% FTSE Shariah38.1% |
| HSIC HENRY SCHEIN INC | NON_COMPLIANT | 0.37% | AAOIFI36.7% Usmani32.3% Dow Jones Islamic41.6% S&P Shariah41.0% MSCI Islamic32.3% MSCI Islamic M-Series41.0% FTSE Shariah29.2% |
| FERG FERGUSON ENTERPRISES INC | UNRATED | 0.35% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| BAYN.DE BAYER AG | NON_COMPLIANT | 0.33% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PCAR PACCAR INC | NON_COMPLIANT | 0.33% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | COMPLIANT | 0.32% | AAOIFI2.3% Usmani11.0% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic11.0% MSCI Islamic M-Series3.2% FTSE Shariah0.0% |
| MHK MOHAWK INDUSTRIES INC | NON_COMPLIANT | 0.31% | AAOIFI32.7% Usmani17.1% Dow Jones Islamic31.8% S&P Shariah31.8% MSCI Islamic17.1% MSCI Islamic M-Series31.8% FTSE Shariah13.9% |
| PNR PENTAIR PLC | COMPLIANT | 0.30% | AAOIFI19.0% Usmani25.1% Dow Jones Islamic11.6% S&P Shariah12.5% MSCI Islamic25.1% MSCI Islamic M-Series12.5% FTSE Shariah23.2% |
| RUSHA RUSH ENTERPRISES INC | COMPLIANT | 0.29% | AAOIFI7.0% Usmani11.2% Dow Jones Islamic13.4% S&P Shariah14.7% MSCI Islamic8.8% MSCI Islamic M-Series14.7% FTSE Shariah6.1% |
| DECK DECKERS OUTDOOR CORP | COMPLIANT | 0.28% | AAOIFI4.2% Usmani12.2% Dow Jones Islamic2.6% S&P Shariah2.5% MSCI Islamic12.2% MSCI Islamic M-Series2.5% FTSE Shariah0.0% |
| PVH CORP | UNSCREENED | 0.28% | no in-house ratios for this holding |
| MAXIMUS INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| FNF FIDELITY NATIONAL FINANCIAL INC | NON_COMPLIANT | 0.27% | AAOIFI35.7% Usmani3.8% Dow Jones Islamic29.8% S&P Shariah31.6% MSCI Islamic3.8% MSCI Islamic M-Series31.6% FTSE Shariah3.8% |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.26% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| LDOS LEIDOS HLDGS INC | NON_COMPLIANT | 0.26% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| LAMAR ADVERTISING CO | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CBT CABOT CORP | COMPLIANT | 0.25% | AAOIFI27.4% Usmani27.4% Dow Jones Islamic25.7% S&P Shariah25.0% MSCI Islamic27.4% MSCI Islamic M-Series25.0% FTSE Shariah27.4% |
| TOLL BROS INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| FISV FISERV INC | NON_COMPLIANT | 0.23% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| UGI CORP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ABERCROMBIE and FITCH CO | UNSCREENED | 0.21% | no in-house ratios for this holding |
| MUSA MURPHY USA INC | COMPLIANT | 0.20% | AAOIFI29.4% Usmani56.5% Dow Jones Islamic30.8% S&P Shariah31.4% MSCI Islamic54.3% MSCI Islamic M-Series31.4% FTSE Shariah43.0% |
| MLI MUELLER INDUSTRIES INC | COMPLIANT | 0.20% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.1% |
| AUTONATION INC DEL | UNSCREENED | 0.16% | no in-house ratios for this holding |
| DIS WALT DISNEY CO/THE | NON_COMPLIANT | 0.15% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| KBR KBR INC | NON_COMPLIANT | 0.14% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 0.11% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| Fidelity Revere Street Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| GPK GRAPHIC PACKAGING HOLDING CO | NON_COMPLIANT | 0.10% | AAOIFI192.9% Usmani48.5% Dow Jones Islamic100.1% S&P Shariah90.7% MSCI Islamic48.4% MSCI Islamic M-Series90.7% FTSE Shariah48.4% |
| MOODYS CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.10% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| SPGI S and P GLOBAL INC | COMPLIANT | 0.10% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | COMPLIANT | 0.10% | AAOIFI22.0% Usmani26.4% Dow Jones Islamic29.8% S&P Shariah30.4% MSCI Islamic21.6% MSCI Islamic M-Series30.4% FTSE Shariah18.7% |
| SYCAMORE PARTNERS LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CH ROBINSON WORLDWIDE INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PAYC PAYCOM SOFTWARE INC | COMPLIANT | 0.05% | AAOIFI10.1% Usmani18.9% Dow Jones Islamic9.5% S&P Shariah9.3% MSCI Islamic18.9% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| SMITH (AO) CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PFE PFIZER INC | NON_COMPLIANT | 0.01% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
The published standards disagree about this fund by 8 points of portfolio weight — 53.5% of it passes Dow Jones Islamic, 45.3% 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 50.3% ratios fail on 33.5% 16.3% not rated under AAOIFI
ratios pass on 48.8% ratios fail on 29.9% 21.4% not rated under Usmani
ratios pass on 53.5% ratios fail on 30.3% 16.3% not rated under Dow Jones Islamic
ratios pass on 52.7% ratios fail on 31.2% 16.3% not rated under S&P Shariah
ratios pass on 45.3% ratios fail on 32.4% 22.3% not rated under MSCI Islamic
ratios pass on 52.7% ratios fail on 31.2% 16.3% not rated under MSCI Islamic M-Series
ratios pass on 51.2% ratios fail on 27.2% 21.7% not rated under FTSE Shariah
100 of 123 listed holdings carry our own per-methodology verdicts (90% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 94 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BAC BANK OF AMERICA CORPORATION | 2.64% |
| TRV TRAVELERS COS INC | 2.09% |
| CB CHUBB LTD | 1.87% |
| KDP KEURIG DR PEPPER INC | 1.84% |
| SHEL SHELL PLC | 1.83% |
| UNH UNITEDHEALTH GROUP INC | 1.46% |
| WBD WARNER BROS DISCOVERY INC | 1.41% |
| MTB M and T BANK CORP | 1.39% |
| NTRS NORTHERN TRUST CORP | 1.28% |
| WFC WELLS FARGO and CO | 1.28% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Fidelity Value Discovery Fund (FVDLX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| AMZNAMAZON.COM INC | 7.46% | Questionable |
| MSFTMICROSOFT CORP | 5.24% | Questionable |
| AAPLAPPLE INC | 4.64% | Compliant |
| XOMEXXONMOBIL HOLDINGS CORP | 3.37% | Compliant |
| BACBANK OF AMERICA CORPORATION | 2.64% | Non-compliant |
| MRKMERCK and CO INC | 2.27% | Compliant |
| TRVTRAVELERS COS INC | 2.09% | Non-compliant |
| CBCHUBB LTD | 1.87% | Non-compliant |
| KDPKEURIG DR PEPPER INC | 1.84% | Non-compliant |
| SHELSHELL PLC | 1.83% | Non-compliant |
Top 10 of 123 holdings, 33.3% 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 FVDLX. 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 5 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) | 61.90 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 169.08 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.16 | BUY |
| ROC (10) | 1.48 | BUY |
| Momentum (10) | 0.58 | BUY |
| EMA (10) | 39.16 | BUY |
| SMA (10) | 38.96 | BUY |
| EMA (20) | 39.03 | BUY |
| SMA (20) | 38.80 | BUY |
| EMA (30) | 39.01 | BUY |
| SMA (30) | 38.99 | BUY |
| EMA (50) | 38.87 | BUY |
| SMA (50) | 39.27 | BUY |
| EMA (100) | 38.11 | BUY |
| SMA (100) | 38.22 | BUY |
| EMA (200) | 36.36 | BUY |
| SMA (200) | 36.31 | 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.