Verdicts genuinely change. Free email alert the moment HAIBX'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.
HARTFORD BALANCED HLS FUND · HARTFORD SERIES FUND INC
460 holdings
NON-COMPLIANT 49.61% of portfolio weight is in non-compliant holdings, over the 5% threshold.
22.66% 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.
460 holdings, 308 matched (92% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
2.71% of this portfolio’s income is non-permissible — weighted across holdings, computed over 63% of portfolio weight (103 of 460 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.
33.2% compliant 8.2% questionable 49.6% non-compliant 7.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 5.92% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| GOOG Alphabet Inc | QUESTIONABLE | 4.46% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MSFT Microsoft Corp | QUESTIONABLE | 3.74% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AVGO Broadcom Inc | COMPLIANT | 2.83% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 2.59% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| LLY Eli Lilly & Co | COMPLIANT | 1.80% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 1.53% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 1.22% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| GLW Corning Inc | COMPLIANT | 1.21% | AAOIFI7.0% Usmani32.5% Dow Jones Islamic12.8% S&P Shariah16.4% MSCI Islamic31.8% MSCI Islamic M-Series16.4% FTSE Shariah28.7% |
| CSCO Cisco Systems Inc | COMPLIANT | 1.18% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| TRGP Targa Resources Corp | NON_COMPLIANT | 1.14% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| ONTO Onto Innovation Inc | UNRATED | 1.05% | AAOIFI11.2% Usmani39.8% Dow Jones Islamic16.3% S&P Shariah16.7% MSCI Islamic39.8% MSCI Islamic M-Series16.7% FTSE Shariah39.8% |
| NXPI NXP Semiconductors NV | COMPLIANT | 1.04% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| United States Treasury | NON_COMPLIANT | 1.03% | no in-house ratios for this holding |
| FFIV F5 Inc | COMPLIANT | 1.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ELV Elevance Health Inc | NON_COMPLIANT | 1.01% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| United States Treasury | NON_COMPLIANT | 1.01% | no in-house ratios for this holding |
| NTAP NetApp Inc | COMPLIANT | 0.98% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| MS Morgan Stanley | NON_COMPLIANT | 0.98% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| JCI Johnson Controls International plc | COMPLIANT | 0.95% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| GILD Gilead Sciences Inc | COMPLIANT | 0.95% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| KDP Keurig Dr Pepper Inc | NON_COMPLIANT | 0.93% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| ABNB Airbnb Inc | NON_COMPLIANT | 0.92% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| MTB M&T Bank Corp | NON_COMPLIANT | 0.91% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| ITX.MC Industria de Diseno Textil SA | COMPLIANT | 0.89% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| DKS Dick's Sporting Goods Inc | NON_COMPLIANT | 0.89% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| NDAQ Nasdaq Inc | NON_COMPLIANT | 0.87% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| MET MetLife Inc | NON_COMPLIANT | 0.87% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| PCAR PACCAR Inc | NON_COMPLIANT | 0.86% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| United States Treasury | NON_COMPLIANT | 0.85% | no in-house ratios for this holding |
| SPGI S&P Global Inc | COMPLIANT | 0.85% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| FANG Diamondback Energy Inc | COMPLIANT | 0.84% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| LHX L3Harris Technologies Inc | NON_COMPLIANT | 0.83% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| ARES Ares Management Corp | NON_COMPLIANT | 0.82% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PGR Progressive Corp/The | NON_COMPLIANT | 0.81% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| SRE Sempra | NON_COMPLIANT | 0.80% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| EMR Emerson Electric Co | COMPLIANT | 0.80% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| ADP Automatic Data Processing Inc | COMPLIANT | 0.79% | AAOIFI5.0% Usmani8.5% Dow Jones Islamic5.0% S&P Shariah5.2% MSCI Islamic8.5% MSCI Islamic M-Series5.2% FTSE Shariah7.9% |
| FERG Ferguson Enterprises Inc | UNRATED | 0.76% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| United States Treasury | NON_COMPLIANT | 0.75% | no in-house ratios for this holding |
| SNPS Synopsys Inc | COMPLIANT | 0.75% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| MMM 3M Co | COMPLIANT | 0.74% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| KKR KKR & Co Inc | NON_COMPLIANT | 0.74% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TMUS T-Mobile US Inc | NON_COMPLIANT | 0.73% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| UL Unilever PLC | COMPLIANT | 0.71% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| LPLA LPL Financial Holdings Inc | NON_COMPLIANT | 0.71% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| MIDD Middleby Corp/The | NON_COMPLIANT | 0.70% | AAOIFI40.7% Usmani37.3% Dow Jones Islamic27.5% S&P Shariah27.5% MSCI Islamic37.3% MSCI Islamic M-Series27.5% FTSE Shariah36.9% |
| United States Treasury | NON_COMPLIANT | 0.70% | no in-house ratios for this holding |
| PFE Pfizer Inc | NON_COMPLIANT | 0.70% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| RJF Raymond James Financial Inc | NON_COMPLIANT | 0.69% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| ALGN Align Technology Inc | COMPLIANT | 0.68% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AR Antero Resources Corp | NON_COMPLIANT | 0.67% | AAOIFI37.8% Usmani30.3% Dow Jones Islamic42.6% S&P Shariah46.0% MSCI Islamic30.3% MSCI Islamic M-Series46.0% FTSE Shariah17.2% |
| GNTX Gentex Corp | COMPLIANT | 0.66% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.4% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| XYZ Block Inc | NON_COMPLIANT | 0.66% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| CCI Crown Castle Inc | NON_COMPLIANT | 0.65% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CRM Salesforce Inc | COMPLIANT | 0.62% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| UBER Uber Technologies Inc | COMPLIANT | 0.60% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| AZN AstraZeneca PLC | COMPLIANT | 0.59% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| United States Treasury | NON_COMPLIANT | 0.59% | no in-house ratios for this holding |
| ZTS Zoetis Inc | NON_COMPLIANT | 0.57% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| United States Treasury | NON_COMPLIANT | 0.57% | no in-house ratios for this holding |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 0.57% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| DOX Amdocs Ltd | COMPLIANT | 0.56% | AAOIFI12.6% Usmani12.4% Dow Jones Islamic9.2% S&P Shariah8.9% MSCI Islamic12.4% MSCI Islamic M-Series8.9% FTSE Shariah10.1% |
| RO.SW Roche Holding AG | COMPLIANT | 0.54% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| United States Treasury | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| GLPI Gaming and Leisure Properties Inc | NON_COMPLIANT | 0.50% | AAOIFI66.7% Usmani57.1% Dow Jones Islamic65.1% S&P Shariah68.3% MSCI Islamic57.1% MSCI Islamic M-Series68.3% FTSE Shariah57.1% |
| United States Treasury | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| Fixed Income Clearing Corp. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| State Street Global Advisors | UNSCREENED | 0.27% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.26% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| State of Illinois | UNSCREENED | 0.26% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| VICI VICI PROPERTIES LP | NON_COMPLIANT | 0.22% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| United States Treasury | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.20% | 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 | 0.20% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| BAT CAPITAL CORP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.16% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| AEP TEXAS INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| AMERICAN TOWER TRUST I | UNSCREENED | 0.15% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| BLACKSTONE HOLDINGS FINA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| SAMMONS FINANCIAL GLOBAL | UNSCREENED | 0.13% | no in-house ratios for this holding |
| AXP AMERICAN EXPRESS CO | NON_COMPLIANT | 0.13% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| United States Treasury | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| PM PHILIP MORRIS INTL INC | NON_COMPLIANT | 0.13% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| ONEOK INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| BRIGHTHSE FIN GLBL FUND | UNSCREENED | 0.12% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.12% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.12% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.12% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| CLEVELAND ELECTRIC ILLUM | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GLENCORE FUNDING LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| INTC INTEL CORP | COMPLIANT | 0.11% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| United States Treasury | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.11% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| United States Treasury | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| AVIATION CAPITAL GROUP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| PM PHILIP MORRIS INTL INC | NON_COMPLIANT | 0.10% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.10% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| KILROY REALTY LP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MARS INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| RFR Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FANG DIAMONDBACK ENERGY INC | COMPLIANT | 0.10% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| ONEOK INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| WHISTLER PIPELINE LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.09% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| PUBLIC SERVICE OKLAHOMA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| VIRGINIA ELEC & POWER CO | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| FOUNDRY JV HOLDCO LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.09% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| United States Treasury | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AXP AMERICAN EXPRESS CO | NON_COMPLIANT | 0.08% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| CENTERPOINT ENER HOUSTON | UNSCREENED | 0.08% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.08% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| Fannie Mae | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| Philadelphia Authority for Industrial Development | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.08% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| ERAC USA FINANCE LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.08% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| United States Treasury | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| Home Partners of America Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| COLUMBIA PIPELINES OPCO | UNSCREENED | 0.08% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.08% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| RGA GLOBAL FUNDING | UNSCREENED | 0.08% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.08% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TEXAS ELECTRIC MKT STABL | UNSCREENED | 0.08% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.08% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| Fannie Mae | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.07% | no in-house ratios for this holding |
| KDP KEURIG DR PEPPER INC | NON_COMPLIANT | 0.07% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| Verus Securitization Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| SOUTHWESTERN PUBLIC SERV | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| SRE SEMPRA | NON_COMPLIANT | 0.07% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Fannie Mae | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| PM PHILIP MORRIS INTL INC | NON_COMPLIANT | 0.07% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| ASCENSION HEALTH | UNSCREENED | 0.07% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| RGA GLOBAL FUNDING | UNSCREENED | 0.06% | no in-house ratios for this holding |
| WHISTLER PIPELINE LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| GLP CAPITAL LP / FIN II | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AEP TEXAS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| NLG GLOBAL FUNDING | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.06% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| PROV ST JOSEPH HLTH OBL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Navient Student Loan Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| PUBLIC SERVICE COLORADO | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VIRGINIA ELEC & POWER CO | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Municipal Electric Authority of Georgia | UNSCREENED | 0.05% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| BAT CAPITAL CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CHPE LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SOUTHERN CAL EDISON | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PENSKE TRUCK LEASING/PTL | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Wheels Fleet Lease Funding LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.05% | 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 | 0.05% | no in-house ratios for this holding |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| PM PHILIP MORRIS INTL INC | NON_COMPLIANT | 0.05% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| United States Treasury | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.04% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.04% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
The published standards disagree about this fund by 9 points of portfolio weight — 44.1% of it passes Dow Jones Islamic, 34.8% 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 43.2% ratios fail on 18.5% 37.2% not rated under AAOIFI
ratios pass on 37.1% ratios fail on 22.3% 39.5% not rated under Usmani
ratios pass on 44.1% ratios fail on 17.6% 37.2% not rated under Dow Jones Islamic
ratios pass on 43.9% ratios fail on 17.8% 37.2% not rated under S&P Shariah
ratios pass on 34.8% ratios fail on 20.9% 43.2% not rated under MSCI Islamic
ratios pass on 43.9% ratios fail on 17.8% 37.2% not rated under MSCI Islamic M-Series
ratios pass on 41.1% ratios fail on 18.3% 39.5% not rated under FTSE Shariah
77 of 460 listed holdings carry our own per-methodology verdicts (68% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 63 (63% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| JPM JPMorgan Chase & Co | 1.53% |
| UNH UnitedHealth Group Inc | 1.22% |
| TRGP Targa Resources Corp | 1.14% |
| United States Treasury | 1.03% |
| ELV Elevance Health Inc | 1.01% |
| United States Treasury | 1.01% |
| MS Morgan Stanley | 0.98% |
| KDP Keurig Dr Pepper Inc | 0.93% |
| ABNB Airbnb Inc | 0.92% |
| MTB M&T Bank Corp | 0.91% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HARTFORD BALANCED HLS FUND (HAIBX) 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 |
|---|---|---|
| NVDANVIDIA Corp | 5.92% | Compliant |
| GOOGAlphabet Inc | 4.46% | Questionable |
| MSFTMicrosoft Corp | 3.74% | Questionable |
| AVGOBroadcom Inc | 2.83% | Compliant |
| AMDAdvanced Micro Devices Inc | 2.59% | Compliant |
| LLYEli Lilly & Co | 1.80% | Compliant |
| JPMJPMorgan Chase & Co | 1.53% | Non-compliant |
| UNHUnitedHealth Group Inc | 1.22% | Non-compliant |
| GLWCorning Inc | 1.21% | Compliant |
| CSCOCisco Systems Inc | 1.18% | Compliant |
Top 10 of 460 holdings, 26.5% 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 HAIBX. 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) | 55.70 | NEUTRAL |
| Stochastic %K (14) | 88.64 | SELL |
| CCI (20) | 79.44 | NEUTRAL |
| Williams %R (14) | -11.36 | SELL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 1.07 | BUY |
| Momentum (10) | 0.31 | BUY |
| EMA (10) | 29.24 | BUY |
| SMA (10) | 29.19 | BUY |
| EMA (20) | 29.19 | BUY |
| SMA (20) | 29.13 | BUY |
| EMA (30) | 29.17 | BUY |
| SMA (30) | 29.12 | BUY |
| EMA (50) | 29.14 | BUY |
| SMA (50) | 29.22 | BUY |
| EMA (100) | 28.97 | BUY |
| SMA (100) | 29.13 | BUY |
| EMA (200) | 28.50 | BUY |
| SMA (200) | 28.50 | 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.