Verdicts genuinely change. Free email alert the moment GBLFX'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.
American Funds Global Balanced Fund
1,198 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 103% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 40.73% of portfolio weight is in non-compliant holdings, over the 5% threshold.
12.80% 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.
1,198 holdings, 593 matched (74% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
2.41% of this portfolio’s income is non-permissible — weighted across holdings, computed over 53% of portfolio weight (242 of 1198 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.
28.4% compliant 6.0% questionable 39.7% non-compliant 25.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| FRANCE (REPUBLIC OF) | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| CHINA PEOPLES REPUBLIC OF (GOVERNMENT) | UNSCREENED | 0.06% | no in-house ratios for this holding |
| APOLLO AVIATION SECURITIZATION EQUITY TRUST AASET_25-3 | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CHINA DEVELOPMENT BANK | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CHINA PEOPLES REPUBLIC OF (GOVERNMENT) | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SAMARCO MINERACAO SA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BBNI.JK BANK NEGARA INDONESIA PERSERO TBK PT | NON_COMPLIANT | 0.06% | AAOIFI50.6% Usmani5.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic5.2% MSCI Islamic M-Seriesfail FTSE Shariah5.2% |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.06% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| BX 2025-ARIA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SPAIN (KINGDOM OF) | UNSCREENED | 0.06% | no in-house ratios for this holding |
| 1299.HK AIA GROUP LTD | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| INTOWN MORTGAGE TRUST TOWN_25-STAY | UNSCREENED | 0.06% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| SOUTH AFRICA (REPUBLIC OF) | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BARC.L BARCLAYS PLC | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SWCH 2025-DATA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| KOREA (REPUBLIC OF) | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| NYKREDIT REALKREDIT A/S | UNSCREENED | 0.05% | no in-house ratios for this holding |
| COMMONWEALTH OF AUSTRALIA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| EFMT 2026-NQM1 | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HOLDING D'INFRASTRUCTURES DE TRANSPORT SASU | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BELGIUM (KINGDOM OF) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HUNGARY (REPUBLIC OF) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| NGG FINANCE PLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| JAPAN (GOVERNMENT OF) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| REPUBLIC OF ITALY | UNSCREENED | 0.05% | no in-house ratios for this holding |
| COLOMBIA (REPUBLIC OF) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| JAPAN (GOVERNMENT OF) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| USCLN 2025-SUP1 | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BANCO DE CREDITO DEL PERU SA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| NYKREDIT REALKREDIT A/S | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HELLENIC REPUBLIC TREASURY BILL | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| REPUBLIC OF ITALY | UNSCREENED | 0.05% | no in-house ratios for this holding |
| INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT | UNSCREENED | 0.05% | no in-house ratios for this holding |
| COLOMBIA (REPUBLIC OF) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| JAPAN (GOVERNMENT OF) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| REPUBLIC OF ITALY | UNSCREENED | 0.05% | no in-house ratios for this holding |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.05% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.05% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| CAS 2026-R02 | UNSCREENED | 0.05% | no in-house ratios for this holding |
| DBK.DE DEUTSCHE BANK AG | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OBX 2026-R1 TRUST | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ENEL.MI ENEL SPA | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ADC 2026-1A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| MISC CAPITAL TWO (LABUAN) LTD | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SPAIN (KINGDOM OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GREENSAIF PIPELINES BIDCO SARL | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DBK.DE DEUTSCHE BANK AG | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 1928.HK SANDS CHINA LTD | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STATE OF NEW SOUTH WALES AUSTRALIA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| E.ON SE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GERMANY (FEDERAL REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BRASKEM NETHERLANDS FINANCE BV | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ONDECK ASSET SECURITIZATION TRUST LLC ONDK_24-1 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| VIE.PA VEOLIA ENVIRONNEMENT SA | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BELGIUM (KINGDOM OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CHARTER COMMUNICATIONS OPERATING LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FRANCE (REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CHINA PEOPLES REPUBLIC OF (GOVERNMENT) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CELANESE CORPORATION | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PORTUGAL (REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| STRUCTURED AGENCY CREDIT RISK 2026-DNA1 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TYCO ELECTRONICS GROUP SA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| INDONESIA (REPUBLIC OF) | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| LLOY.L LLOYDS BANKING GROUP PLC | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GERMANY (FEDERAL REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CONSUMERS ENERGY COMPANY | UNSCREENED | 0.04% | no in-house ratios for this holding |
| JAPAN (GOVERNMENT OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| INDONESIA (REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PFIZER INVESTMENT ENTERPRISES PTE LTD | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PORTUGAL (REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.04% | no in-house ratios for this holding |
| REPUBLIC OF ITALY | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ESTONIA (REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| KOREA (REPUBLIC OF) | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.04% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| FRANCE (REPUBLIC OF) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PAID 2026-R1 | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BX 2025-VOLT | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EUROPEAN UNION | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| MINERVA LUXEMBOURG SA | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EATON CAPITAL ULC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| JPMMT 2026-NQX2 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SPAIN (KINGDOM OF) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| KBC.BR KBC GROUP NV | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RISKLESS ISSUER | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TACLN 2026-1 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.03% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| STATE OF VICTORIA AUSTRALIA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BNP.PA BNP PARIBAS SA | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DBK.DE DEUTSCHE BANK AG | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CBK.DE COMMERZBANK AG | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| AMGN AMGEN INC | COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| STRUCTURED AGENCY CREDIT RISK STACR_21-DNA7 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.03% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| JAPAN (GOVERNMENT OF) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| SPAIN (KINGDOM OF) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AMXB.MX AMERICA MOVIL SAB DE CV | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TENNET NETHERLANDS BV | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UCG.MI UNICREDIT SPA | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VERUS 2024-4 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ONTARIO (PROVINCE OF) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ENFRAGEN ENERGIA SUR SA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HACLN 2026-1 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CHUBB INA HOLDINGS LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CANADIAN PACIFIC RAILWAY CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CONSUMERS ENERGY COMPANY | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| DEUTSCHE BANK AG (NEW YORK BRANCH) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AMGN AMGEN INC | COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GENERAL MOTORS FINANCIAL CO INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NWG.L NATWEST GROUP PLC | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GCAT 2024-NQM2 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.03% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| OBX 2025-NQM3 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| PACIFICORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| ENEL FINANCE INTERNATIONAL NV | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CITIGROUP COMMERCIAL MORTGAGE TRUST CGCMT_23-SMRT | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FRANCE (REPUBLIC OF) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BULGARIA (REPUBLIC OF) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MORGAN STANLEY RESIDENTIAL MORTGAGE LOAN TRUST 2026-CLTR1 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NSC NORFOLK SOUTHERN CORPORATION | COMPLIANT | 0.03% | AAOIFI22.6% Usmani36.8% Dow Jones Islamic27.1% S&P Shariah29.0% MSCI Islamic36.8% MSCI Islamic M-Series29.0% FTSE Shariah36.8% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.03% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| JAPAN (GOVERNMENT OF) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BANCO NACIONAL DE MEXICO SA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CME CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| STRUCTURED AGENCY CREDIT RISK 2026-DNA1 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NYC 2025-28L | UNSCREENED | 0.03% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.02% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.02% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| BMW INTERNATIONAL INVESTMENT BV | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BRASKEM NETHERLANDS FINANCE BV | UNSCREENED | 0.02% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.02% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| BANGKOK BANK PCL/HONG KONG | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ING ING GROEP NV | NON_COMPLIANT | 0.02% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ORA.PA ORANGE | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| MEXICO (UNITED MEXICAN STATES) (GOVERNMENT) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.02% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| ALA 2025-OANA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ASPIRE MORTGAGE TRUST 2026-2 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SAB.MC BANCO DE SABADELL SA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CME CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.02% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| 8411.T MIZUHO FINANCIAL GROUP INC | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SCF EQUIPMENT TRUST LLC SCFET_25-1 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PKAIR 2026-1 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AMSR 2025-SFR1 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| INDONESIA (REPUBLIC OF) | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| REPUBLIC OF IRELAND | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND (GOVERNMENT) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CAS 2024-R04 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PKAIR 2026-2 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| 522 FUNDING CLO LTD MORGN_19-5A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SANTANDER HOLDINGS USA INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.02% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| EUROB.AT EUROBANK SA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SAB.MC BANCO DE SABADELL SA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DURST 2025-151 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AVIS BUDGET RENTAL CAR FUNDING AESOP_23-6 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MA MASTERCARD INC | COMPLIANT | 0.02% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| MO ALTRIA GROUP INC | NON_COMPLIANT | 0.02% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| GERMANY (FEDERAL REPUBLIC OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| WFC WELLS FARGO & CO | NON_COMPLIANT | 0.02% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| SUMISHO AIR LEASE CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHINA PEOPLES REPUBLIC OF (GOVERNMENT) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FORD MOTOR CREDIT COMPANY LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.02% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| ONSLOW BAY FINANCIAL LLC OBX_24-NQM7 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SPAIN (KINGDOM OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SPAIN (KINGDOM OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| INTERNATIONAL FINANCE CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| JAPAN (GOVERNMENT OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CANADIAN PACIFIC RAILWAY CO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNIFORM MBS | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.02% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| RISKLESS ISSUER | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FRANCE (REPUBLIC OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BA BOEING CO/THE | NON_COMPLIANT | 0.02% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| UNIFORM MBS | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| VERUS 2025-7 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SPAIN (KINGDOM OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CME CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PROGRESS RESIDENTIAL 2026-SFR2 TRUST | UNSCREENED | 0.02% | no in-house ratios for this holding |
| RISKLESS ISSUER | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SUMISHO AIR LEASE CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ANGEL OAK MORTGAGE TRUST AOMT_22-6 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AMPRION GMBH | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| INDONESIA (REPUBLIC OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| KO COCA-COLA CO | COMPLIANT | 0.02% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| NIC.AX NICKEL INDUSTRIES LTD | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| HERTZ VEHICLE FINANCING III LLC HERTZ_25-1 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BARC.L BARCLAYS PLC | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CONNECTICUT AVENUE SECURITIES CAS_23-R04 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ESENTIAII.MX ESENTIA ENERGY DEVELOPMENT SAB DE CV | NON_COMPLIANT | 0.02% | AAOIFI128.1% Usmani65.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic65.7% MSCI Islamic M-Seriesfail FTSE Shariah65.7% |
| MISSION LANE CREDIT MASTER TRUST MLANE_25-B | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.02% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| UNITED STATES TREASURY | NON_COMPLIANT | 0.02% | no in-house ratios for this holding |
| GERMANY (FEDERAL REPUBLIC OF) | UNSCREENED | 0.02% | no in-house ratios for this holding |
| EMPRESA NACIONAL DEL PETROLEO ENAP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CITIGROUP COMMERCIAL MORTGAGE TRUST CGCMT_23-PRM3 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| RISKLESS ISSUER | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DNB.OL DNB BANK ASA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
The published standards disagree about this fund by 13 points of portfolio weight — 36.0% of it passes AAOIFI, 23.3% 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 36.0% ratios fail on 22.3% 44.4% not rated under AAOIFI
ratios pass on 27.5% ratios fail on 30.2% 45.0% not rated under Usmani
ratios pass on 34.8% ratios fail on 22.7% 45.2% not rated under Dow Jones Islamic
ratios pass on 34.4% ratios fail on 23.1% 45.2% not rated under S&P Shariah
ratios pass on 23.3% ratios fail on 32.3% 47.0% not rated under MSCI Islamic
ratios pass on 34.4% ratios fail on 23.1% 45.2% not rated under MSCI Islamic M-Series
ratios pass on 28.0% ratios fail on 29.1% 45.5% not rated under FTSE Shariah
201 of 1,198 listed holdings carry our own per-methodology verdicts (63% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 118 (43% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| RTX RTX CORP | 1.47% |
| D DOMINION ENERGY INC | 1.13% |
| PM PHILIP MORRIS INTERNATIONAL INC | 1.12% |
| B3SA3.SA B3 SA - BRASIL BOLSA BALCAO | 1.00% |
| UNITED STATES TREASURY | 1.00% |
| UNITED STATES TREASURY | 0.89% |
| BBVA.MC BANCO BILBAO VIZCAYA ARGENTARIA SA | 0.85% |
| IMB.L IMPERIAL BRANDS PLC | 0.83% |
| UNITED STATES TREASURY | 0.78% |
| UNITED STATES TREASURY | 0.75% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
American Funds Global Balanced Fund (GBLFX) 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 |
|---|---|---|
| CAPITAL GROUP CENTRAL CASH FUNDnot matched to a ticker | 7.87% | Not screened |
| TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.24% | Compliant |
| AVGOBROADCOM INC | 3.09% | Compliant |
| NVDANVIDIA CORP | 2.22% | Compliant |
| MSFTMICROSOFT CORP | 1.97% | Questionable |
| GOOGALPHABET INC | 1.56% | Questionable |
| LLYELI LILLY AND CO | 1.50% | Compliant |
| RTXRTX CORP | 1.47% | Non-compliant |
| CNQCANADIAN NATURAL RESOURCES LTD | 1.41% | Compliant |
| CAPITAL GROUP CENTRAL CORPORATE BOND FUNDnot matched to a ticker | 1.15% | Not screened |
Top 10 of 1198 holdings, 25.5% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for GBLFX. 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) | 51.00 | NEUTRAL |
| Stochastic %K (14) | 84.42 | SELL |
| CCI (20) | 64.29 | NEUTRAL |
| Williams %R (14) | -15.58 | SELL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 0.98 | BUY |
| Momentum (10) | 0.41 | BUY |
| EMA (10) | 42.18 | BUY |
| SMA (10) | 42.08 | BUY |
| EMA (20) | 42.23 | BUY |
| SMA (20) | 42.14 | BUY |
| EMA (30) | 42.30 | BUY |
| SMA (30) | 42.34 | SELL |
| EMA (50) | 42.34 | SELL |
| SMA (50) | 42.62 | SELL |
| EMA (100) | 42.12 | BUY |
| SMA (100) | 42.29 | BUY |
| EMA (200) | 41.39 | BUY |
| SMA (200) | 41.49 | 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.