Verdicts genuinely change. Free email alert the moment FVLTX'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 Advisor Value Leaders Fund · Fidelity Advisor Series VIII
41 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 60.75% of portfolio weight is in non-compliant holdings, over the 5% threshold.
41 holdings, 37 matched (91% of weight). Portfolio as of 2025-07-31, filed 2025-09-26. Source: SEC Form N-PORT.
1.50% of this portfolio’s income is non-permissible — weighted across holdings, computed over 69% of portfolio weight (30 of 41 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.
22.2% compliant 8.4% questionable 59.9% non-compliant 9.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SHEL SHELL PLC | NON_COMPLIANT | 5.66% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| GOOG ALPHABET INC | QUESTIONABLE | 5.16% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| XOM EXXON MOBIL CORP | COMPLIANT | 5.14% | 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 | 4.31% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Fidelity Revere Street Trust | UNSCREENED | 4.19% | no in-house ratios for this holding |
| FERG FERGUSON ENTERPRISES INC | UNRATED | 4.02% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| WFC WELLS FARGO and CO | NON_COMPLIANT | 3.99% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| GEN GEN DIGITAL INC | NON_COMPLIANT | 3.98% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| KDP KEURIG DR PEPPER INC | NON_COMPLIANT | 3.96% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| DE DEERE and CO | NON_COMPLIANT | 3.95% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| PNC PNC FINANCIAL SERVICES GRP INC | NON_COMPLIANT | 3.74% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| TRV TRAVELERS COS INC | NON_COMPLIANT | 3.63% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| CI CIGNA GROUP (THE) | NON_COMPLIANT | 3.15% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| AZN ASTRAZENECA PLC | COMPLIANT | 2.91% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CB CHUBB LTD | NON_COMPLIANT | 2.84% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| US BANCORP DEL | UNSCREENED | 2.84% | no in-house ratios for this holding |
| HRB H and R BLOCK INC | NON_COMPLIANT | 2.73% | AAOIFI34.8% Usmani64.6% Dow Jones Islamic34.1% S&P Shariah33.8% MSCI Islamic64.6% MSCI Islamic M-Series33.8% FTSE Shariah45.8% |
| NG.L NATIONAL GRID PLC | NON_COMPLIANT | 2.26% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMZN AMAZON.COM INC | QUESTIONABLE | 2.24% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| DIS WALT DISNEY CO | NON_COMPLIANT | 2.06% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| MRK MERCK and CO INC | COMPLIANT | 2.04% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| MDLZ MONDELEZ INTERNATIONAL INC | COMPLIANT | 1.91% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| CRH CRH PLC | COMPLIANT | 1.74% | AAOIFI31.8% Usmani33.7% Dow Jones Islamic27.6% S&P Shariah30.6% MSCI Islamic32.7% MSCI Islamic M-Series30.6% FTSE Shariah30.4% |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 1.73% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| FDX FEDEX CORP | NON_COMPLIANT | 1.72% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| MU MICRON TECHNOLOGY INC | COMPLIANT | 1.68% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 1.66% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| MOS MOSAIC CO | NON_COMPLIANT | 1.55% | AAOIFI60.0% Usmani20.5% Dow Jones Islamic59.7% S&P Shariah57.0% MSCI Islamic20.5% MSCI Islamic M-Series57.0% FTSE Shariah19.6% |
| Fidelity Revere Street Trust | UNSCREENED | 1.41% | no in-house ratios for this holding |
| NTR NUTRIEN LTD | NON_COMPLIANT | 1.37% | AAOIFI18.8% Usmani18.9% Dow Jones Islamic29.7% S&P Shariah31.2% MSCI Islamic18.9% MSCI Islamic M-Series31.2% FTSE Shariah18.9% |
| LEN LENNAR CORP | NON_COMPLIANT | 1.32% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| LOW LOWES COS INC | NON_COMPLIANT | 1.31% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| BANK NEW YORK MELLON CORP | UNSCREENED | 1.19% | no in-house ratios for this holding |
| ATD.TO ALIMENTATION COUCHE-TARD INC | NON_COMPLIANT | 1.18% | AAOIFI30.2% Usmani49.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic37.8% MSCI Islamic M-Seriespass FTSE Shariah37.8% |
| CMCSA COMCAST CORP | NON_COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GOOG ALPHABET INC | QUESTIONABLE | 1.13% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| DOV DOVER CORP | COMPLIANT | 1.06% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| JCI JOHNSON CONTROLS INTERNATIONAL PLC | COMPLIANT | 1.00% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | COMPLIANT | 1.00% | AAOIFI22.0% Usmani26.4% Dow Jones Islamic29.8% S&P Shariah30.4% MSCI Islamic21.6% MSCI Islamic M-Series30.4% FTSE Shariah18.7% |
| MHK MOHAWK INDUSTRIES INC | NON_COMPLIANT | 0.84% | AAOIFI29.9% Usmani17.1% Dow Jones Islamic31.4% S&P Shariah32.2% MSCI Islamic17.1% MSCI Islamic M-Series32.2% FTSE Shariah13.9% |
| UPS UNITED PARCEL SERVICE INC | NON_COMPLIANT | 0.66% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
The published standards disagree about this fund by 13 points of portfolio weight — 40.7% of it passes FTSE Shariah, 28.0% passes AAOIFI. 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 28.0% ratios fail on 55.7% 17.7% not rated under AAOIFI
ratios pass on 38.9% ratios fail on 35.4% 27.1% not rated under Usmani
ratios pass on 36.5% ratios fail on 45.8% 19.0% not rated under Dow Jones Islamic
ratios pass on 36.5% ratios fail on 45.8% 19.0% not rated under S&P Shariah
ratios pass on 32.7% ratios fail on 35.4% 33.4% not rated under MSCI Islamic
ratios pass on 36.5% ratios fail on 45.8% 19.0% not rated under MSCI Islamic M-Series
ratios pass on 40.7% ratios fail on 29.6% 31.1% not rated under FTSE Shariah
36 of 41 listed holdings carry our own per-methodology verdicts (92% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 33 (85% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SHEL SHELL PLC | 5.66% |
| BAC BANK OF AMERICA CORPORATION | 4.31% |
| WFC WELLS FARGO and CO | 3.99% |
| GEN GEN DIGITAL INC | 3.98% |
| KDP KEURIG DR PEPPER INC | 3.96% |
| DE DEERE and CO | 3.95% |
| PNC PNC FINANCIAL SERVICES GRP INC | 3.74% |
| TRV TRAVELERS COS INC | 3.63% |
| CI CIGNA GROUP (THE) | 3.15% |
| CB CHUBB LTD | 2.84% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Fidelity Advisor Value Leaders Fund (FVLTX) 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 |
|---|---|---|
| SHELSHELL PLC | 5.66% | Non-compliant |
| GOOGALPHABET INC | 5.16% | Questionable |
| XOMEXXON MOBIL CORP | 5.14% | Compliant |
| BACBANK OF AMERICA CORPORATION | 4.31% | Non-compliant |
| Fidelity Revere Street Trustnot matched to a ticker | 4.19% | Not screened |
| FERGFERGUSON ENTERPRISES INC | 4.02% | Screened, not rated |
| WFCWELLS FARGO and CO | 3.99% | Non-compliant |
| GENGEN DIGITAL INC | 3.98% | Non-compliant |
| KDPKEURIG DR PEPPER INC | 3.96% | Non-compliant |
| DEDEERE and CO | 3.95% | Non-compliant |
Top 10 of 41 holdings, 44.4% 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 FVLTX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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.