Verdicts genuinely change. Free email alert the moment HBLYX'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.
THE HARTFORD BALANCED INCOME FUND · HARTFORD MUTUAL FUNDS, INC
1,528 holdings
NON-COMPLIANT 46.32% of portfolio weight is in non-compliant holdings, over the 5% threshold.
4.05% 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.
1,528 holdings, 591 matched (72% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
2.53% of this portfolio’s income is non-permissible — weighted across holdings, computed over 54% of portfolio weight (427 of 1528 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.
21.2% compliant 3.5% questionable 46.3% non-compliant 28.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| MSFT Microsoft Corp | QUESTIONABLE | 2.61% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| State Street Global Advisors | UNSCREENED | 1.15% | no in-house ratios for this holding |
| FANG Diamondback Energy Inc | COMPLIANT | 1.01% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| MRK Merck & Co Inc | COMPLIANT | 0.96% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| TEL TE Connectivity PLC | COMPLIANT | 0.95% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| UL Unilever PLC | COMPLIANT | 0.90% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| Huntington Bancshares Inc/OH | UNSCREENED | 0.87% | no in-house ratios for this holding |
| CCI Crown Castle Inc | NON_COMPLIANT | 0.79% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AVGO Broadcom Inc | COMPLIANT | 0.78% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| GLPI Gaming and Leisure Properties Inc | NON_COMPLIANT | 0.77% | 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 | 0.73% | no in-house ratios for this holding |
| KDP Keurig Dr Pepper Inc | NON_COMPLIANT | 0.72% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| ELV Elevance Health Inc | NON_COMPLIANT | 0.72% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| CME CME Group Inc | NON_COMPLIANT | 0.71% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MTB M&T Bank Corp | NON_COMPLIANT | 0.70% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| NTAP NetApp Inc | COMPLIANT | 0.68% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| CVS CVS Health Corp | NON_COMPLIANT | 0.68% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.67% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| WMB Williams Cos Inc/The | NON_COMPLIANT | 0.67% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| AEP American Electric Power Co Inc | NON_COMPLIANT | 0.67% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 0.64% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| MRSH Marsh & McLennan Cos Inc | NON_COMPLIANT | 0.64% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| RJF Raymond James Financial Inc | NON_COMPLIANT | 0.64% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| JNJ Johnson & Johnson | COMPLIANT | 0.63% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| AIG American International Group Inc | NON_COMPLIANT | 0.63% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FERG Ferguson Enterprises Inc | UNRATED | 0.62% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| NDAQ Nasdaq Inc | NON_COMPLIANT | 0.62% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| ADP Automatic Data Processing Inc | COMPLIANT | 0.61% | AAOIFI5.0% Usmani8.5% Dow Jones Islamic5.0% S&P Shariah5.2% MSCI Islamic8.5% MSCI Islamic M-Series5.2% FTSE Shariah7.9% |
| DIS Walt Disney Co/The | NON_COMPLIANT | 0.61% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| TMUS T-Mobile US Inc | NON_COMPLIANT | 0.60% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| NXPI NXP Semiconductors NV | COMPLIANT | 0.59% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| AZN AstraZeneca PLC | COMPLIANT | 0.59% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ITX.MC Industria de Diseno Textil SA | COMPLIANT | 0.57% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| GILD Gilead Sciences Inc | COMPLIANT | 0.57% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| COF Capital One Financial Corp | NON_COMPLIANT | 0.56% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| EMR Emerson Electric Co | COMPLIANT | 0.56% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| RO.SW Roche Holding AG | COMPLIANT | 0.53% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| NVDA NVIDIA Corp | COMPLIANT | 0.52% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| ARES Ares Management Corp | NON_COMPLIANT | 0.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CSCO Cisco Systems Inc | COMPLIANT | 0.52% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| DKS Dick's Sporting Goods Inc | NON_COMPLIANT | 0.52% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| BDX Becton Dickinson & Co | NON_COMPLIANT | 0.51% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| BA.L BAE Systems PLC | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HONA Honeywell Aerospace Inc | COMPLIANT | 0.50% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| SRE Sempra | NON_COMPLIANT | 0.50% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| PM Philip Morris International Inc | NON_COMPLIANT | 0.49% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| SUI Sun Communities Inc | COMPLIANT | 0.49% | AAOIFI50.8% Usmani59.8% Dow Jones Islamic48.7% S&P Shariah50.2% MSCI Islamic59.8% MSCI Islamic M-Series50.2% FTSE Shariah59.8% |
| PGR Progressive Corp/The | NON_COMPLIANT | 0.49% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| WY Weyerhaeuser Co | NON_COMPLIANT | 0.49% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
| ETN Eaton Corp PLC | COMPLIANT | 0.49% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| TPG TPG Inc | NON_COMPLIANT | 0.49% | AAOIFI11.6% Usmani16.7% Dow Jones Islamic11.8% S&P Shariah13.1% MSCI Islamic16.7% MSCI Islamic M-Series13.1% FTSE Shariah16.7% |
| AWK American Water Works Co Inc | NON_COMPLIANT | 0.47% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LLY Eli Lilly & Co | COMPLIANT | 0.46% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| SUNB Sunbelt Rentals Holdings Inc | NON_COMPLIANT | 0.46% | AAOIFI38.5% Usmani49.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.4% MSCI Islamic M-Seriesfail FTSE Shariah36.2% |
| AVY Avery Dennison Corp | COMPLIANT | 0.45% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 0.45% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| EQT EQT Corp | COMPLIANT | 0.44% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| ATO Atmos Energy Corp | NON_COMPLIANT | 0.44% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ADM Archer-Daniels-Midland Co | COMPLIANT | 0.44% | AAOIFI21.9% Usmani16.7% Dow Jones Islamic31.3% S&P Shariah30.5% MSCI Islamic16.7% MSCI Islamic M-Series30.5% FTSE Shariah14.2% |
| Lamar Advertising Co | UNSCREENED | 0.44% | no in-house ratios for this holding |
| D Dominion Energy Inc | NON_COMPLIANT | 0.44% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| KMB Kimberly-Clark Corp | COMPLIANT | 0.43% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| CAH Cardinal Health Inc | COMPLIANT | 0.43% | AAOIFI17.8% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah28.7% MSCI Islamic17.4% MSCI Islamic M-Series28.7% FTSE Shariah15.5% |
| PPL PPL Corp | NON_COMPLIANT | 0.43% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| TRGP Targa Resources Corp | NON_COMPLIANT | 0.43% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| LHX L3Harris Technologies Inc | NON_COMPLIANT | 0.42% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| FCX Freeport-McMoRan Inc | COMPLIANT | 0.42% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| CMS CMS Energy Corp | NON_COMPLIANT | 0.42% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| United States Treasury | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 0.40% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| Fixed Income Clearing Corp. | UNSCREENED | 0.39% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| JCI Johnson Controls International plc | COMPLIANT | 0.38% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.38% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| RI.PA Pernod Ricard SA | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PCAR PACCAR Inc | NON_COMPLIANT | 0.36% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PFE Pfizer Inc | NON_COMPLIANT | 0.35% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| United States Treasury | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| IRM Iron Mountain Inc | NON_COMPLIANT | 0.31% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| NOC Northrop Grumman Corp | NON_COMPLIANT | 0.30% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.30% | 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 | 0.29% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| ZTS Zoetis Inc | NON_COMPLIANT | 0.27% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| LSEG US FIN CORP | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LLY ELI LILLY & CO | COMPLIANT | 0.24% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.24% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| United States Treasury | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| NTR Nutrien Ltd | NON_COMPLIANT | 0.23% | AAOIFI18.8% Usmani18.9% Dow Jones Islamic29.7% S&P Shariah31.2% MSCI Islamic18.9% MSCI Islamic M-Series31.2% FTSE Shariah18.9% |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.23% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| NDAQ NASDAQ INC | NON_COMPLIANT | 0.22% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| DRI Darden Restaurants Inc | NON_COMPLIANT | 0.21% | AAOIFI25.3% Usmani62.3% Dow Jones Islamic28.6% S&P Shariah30.9% MSCI Islamic48.7% MSCI Islamic M-Series30.9% FTSE Shariah18.1% |
| United States Treasury | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| PFE PFIZER INC | NON_COMPLIANT | 0.21% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| LSEG US FIN CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.20% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| MORGAN STANLEY PVT BANK | UNSCREENED | 0.20% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BANQUE FED CRED MUTUEL | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PPG PPG Industries Inc | COMPLIANT | 0.20% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| STZ Constellation Brands Inc | NON_COMPLIANT | 0.20% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| GREEN PALM BIDCO SARL | UNSCREENED | 0.19% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.19% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| AXP AMERICAN EXPRESS CO | NON_COMPLIANT | 0.19% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| HUT 8 DC LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| VIRGINIA ELEC & POWER CO | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ANGLO AMERICAN CAPITAL | UNSCREENED | 0.18% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.18% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| ANGLO AMERICAN CAPITAL | UNSCREENED | 0.18% | no in-house ratios for this holding |
| RD MICHIGAN PROP OWNER I | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SOPAIPILLA INVESTOR LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SPGI S&P GLOBAL INC | COMPLIANT | 0.18% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.17% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MARS INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| CITADEL SECURITIES GLOBA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PROTECTIVE LIFE GLOBAL | UNSCREENED | 0.17% | no in-house ratios for this holding |
| ALCON FINANCE CORP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| IR INGERSOLL RAND INC | COMPLIANT | 0.17% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| BA BOEING CO | NON_COMPLIANT | 0.17% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.17% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.17% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.16% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| MARS INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| NATIONWIDE BLDG SOCIETY | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BEACON POINT DC LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| GEHC GE HEALTHCARE TECH INC | NON_COMPLIANT | 0.16% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| GLENCORE FUNDING LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BA.L BAE SYSTEMS PLC | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| E ENI SPA | NON_COMPLIANT | 0.15% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| 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 |
| NOC NORTHROP GRUMMAN CORP | NON_COMPLIANT | 0.15% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.15% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| GREENSAIF PIPELINES BIDC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| HA SUSTAINABLE INF CAP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.14% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.14% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| META META PLATFORMS INC | QUESTIONABLE | 0.14% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| ERAC USA FINANCE LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| MRK MERCK & CO INC | COMPLIANT | 0.14% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| CITADEL LP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.14% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| T AT&T INC | NON_COMPLIANT | 0.14% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| AMER AIRLINE 26-2A PTT | UNSCREENED | 0.14% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.14% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| HPS CORPORATE LENDING FU | UNSCREENED | 0.13% | no in-house ratios for this holding |
| GM GENERAL MOTORS CO | NON_COMPLIANT | 0.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GUARDIAN LIFE GLOB FUND | UNSCREENED | 0.13% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BA BOEING CO | NON_COMPLIANT | 0.13% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.13% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.13% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| WM WASTE MANAGEMENT INC | COMPLIANT | 0.13% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| LLY ELI LILLY & CO | COMPLIANT | 0.13% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| DGX QUEST DIAGNOSTICS INC | COMPLIANT | 0.13% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| HA SUSTAINABLE INF CAP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SCCO SOUTHERN COPPER CORP | COMPLIANT | 0.13% | AAOIFI4.9% Usmani35.7% Dow Jones Islamic8.2% S&P Shariah9.3% MSCI Islamic35.7% MSCI Islamic M-Series9.3% FTSE Shariah33.1% |
| GLP CAPITAL LP / FIN II | UNSCREENED | 0.13% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.13% | no in-house ratios for this holding |
| GALAXY PIPELINE ASSETS | UNSCREENED | 0.13% | no in-house ratios for this holding |
| DUKE ENERGY PROGRESS LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ASTRAZENECA FINANCE LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.13% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.13% | 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 | 0.12% | no in-house ratios for this holding |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GOLDMAN SACHS BANK USA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| State of Illinois | UNSCREENED | 0.12% | no in-house ratios for this holding |
| PACKAGING CORP OF AMERIC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| O REALTY INCOME CORP | NON_COMPLIANT | 0.12% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| HUM HUMANA INC | NON_COMPLIANT | 0.12% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| BANK OF NY MELLON CORP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.12% | 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 | 0.12% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| BAT CAPITAL CORP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| DAIMLER TRUCK FINAN NA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| PNC FINANCIAL SERVICES | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GLENCORE FUNDING LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.12% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.12% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| ASTRAZENECA FINANCE LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| NORTHWESTERN MUTUAL GLBL | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CCI CROWN CASTLE INC | NON_COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CITADEL FINANCE LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AMERICAN TOWER TRUST I | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LABORATORY CORP OF AMER | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ANHEUSER-BUSCH CO/INBEV | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FANG DIAMONDBACK ENERGY INC | COMPLIANT | 0.11% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| C CITIGROUP INC | NON_COMPLIANT | 0.11% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| GLENCORE FUNDING LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.11% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.11% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| BLACKSTONE PRIVATE CRE | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AMGN AMGEN INC | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RIO GRANDE LNG LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| BANK OF NY MELLON CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ANG-PD AMERICAN NATIONAL GROUP | NON_COMPLIANT | 0.11% | AAOIFI159.9% Usmani2.2% Dow Jones Islamic1251693.9% S&P Shariahfail MSCI Islamic2.2% MSCI Islamic M-Seriesfail FTSE Shariah2.2% |
| 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% |
| VTRS VIATRIS INC | NON_COMPLIANT | 0.11% | AAOIFI65.8% Usmani38.9% Dow Jones Islamic100.2% S&P Shariah105.1% MSCI Islamic38.9% MSCI Islamic M-Series105.1% FTSE Shariah38.1% |
| CDW LLC/CDW FINANCE | UNSCREENED | 0.11% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.11% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| GLENCORE FUNDING LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CPB CAMPBELLS COMPANY/THE | NON_COMPLIANT | 0.11% | AAOIFI123.5% Usmani48.1% Dow Jones Islamic84.1% S&P Shariah75.7% MSCI Islamic47.6% MSCI Islamic M-Series75.7% FTSE Shariah45.6% |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.11% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| CONAGRA BRANDS INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MPLX MPLX LP | NON_COMPLIANT | 0.10% | AAOIFI42.8% Usmani60.3% Dow Jones Islamic52.4% S&P Shariah59.3% MSCI Islamic60.3% MSCI Islamic M-Series59.3% FTSE Shariah59.7% |
| RPRX ROYALTY PHARMA PLC | NON_COMPLIANT | 0.10% | AAOIFI24.4% Usmani45.2% Dow Jones Islamic60.3% S&P Shariah67.3% MSCI Islamic45.2% MSCI Islamic M-Series67.3% FTSE Shariah45.2% |
| United States Treasury | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.10% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| BHP BILLITON FIN USA LTD | UNSCREENED | 0.10% | 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% |
| NI NISOURCE INC | NON_COMPLIANT | 0.10% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| LHX L3HARRIS TECH INC | NON_COMPLIANT | 0.10% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| DE DEERE & COMPANY | NON_COMPLIANT | 0.10% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.10% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| PUBLIC SERVICE OKLAHOMA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.10% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| BIRG.IR BANK OF IRELAND GROUP | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BARC.L BARCLAYS PLC | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HA SUSTAINABLE INF CAP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.10% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.10% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BROOKLYN UNION GAS CO | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NI NISOURCE INC | NON_COMPLIANT | 0.10% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| CNC CENTENE CORP | NON_COMPLIANT | 0.10% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| 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% |
| UNITED MEXICAN STATES | UNSCREENED | 0.10% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.10% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| REPUBLIC OF VENEZUELA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CNO GLOBAL FUNDING | UNSCREENED | 0.10% | no in-house ratios for this holding |
| GILD GILEAD SCIENCES INC | COMPLIANT | 0.10% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.10% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| KDP KEURIG DR PEPPER INC | NON_COMPLIANT | 0.09% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| PCG PG&E CORP | NON_COMPLIANT | 0.09% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ROMANIA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| KDP KEURIG DR PEPPER INC | NON_COMPLIANT | 0.09% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
The published standards disagree about this fund by 9 points of portfolio weight — 30.8% of it passes Dow Jones Islamic, 22.0% passes Usmani. 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 28.7% ratios fail on 30.7% 39.6% not rated under AAOIFI
ratios pass on 22.0% ratios fail on 33.3% 43.7% not rated under Usmani
ratios pass on 30.8% ratios fail on 28.4% 39.8% not rated under Dow Jones Islamic
ratios pass on 30.4% ratios fail on 28.7% 40.0% not rated under S&P Shariah
ratios pass on 24.4% ratios fail on 32.0% 42.7% not rated under MSCI Islamic
ratios pass on 29.9% ratios fail on 29.3% 39.8% not rated under MSCI Islamic M-Series
ratios pass on 28.0% ratios fail on 27.7% 43.3% not rated under FTSE Shariah
233 of 1,528 listed holdings carry our own per-methodology verdicts (67% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 178 (55% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| CCI Crown Castle Inc | 0.79% |
| GLPI Gaming and Leisure Properties Inc | 0.77% |
| United States Treasury | 0.73% |
| KDP Keurig Dr Pepper Inc | 0.72% |
| ELV Elevance Health Inc | 0.72% |
| CME CME Group Inc | 0.71% |
| MTB M&T Bank Corp | 0.70% |
| CVS CVS Health Corp | 0.68% |
| BAC Bank of America Corp | 0.67% |
| WMB Williams Cos Inc/The | 0.67% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
THE HARTFORD BALANCED INCOME FUND (HBLYX) 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 |
|---|---|---|
| MSFTMicrosoft Corp | 2.61% | Questionable |
| State Street Global Advisorsnot matched to a ticker | 1.15% | Not screened |
| FANGDiamondback Energy Inc | 1.01% | Compliant |
| MRKMerck & Co Inc | 0.96% | Compliant |
| TELTE Connectivity PLC | 0.95% | Compliant |
| ULUnilever PLC | 0.90% | Compliant |
| Huntington Bancshares Inc/OHnot matched to a ticker | 0.87% | Not screened |
| CCICrown Castle Inc | 0.79% | Non-compliant |
| AVGOBroadcom Inc | 0.78% | Compliant |
| GLPIGaming and Leisure Properties Inc | 0.77% | Non-compliant |
Top 10 of 1528 holdings, 10.8% 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 HBLYX. 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 3 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) | 49.40 | NEUTRAL |
| Stochastic %K (14) | 91.30 | SELL |
| CCI (20) | 45.11 | NEUTRAL |
| Williams %R (14) | -8.70 | SELL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 1.43 | BUY |
| Momentum (10) | 0.21 | BUY |
| EMA (10) | 14.87 | BUY |
| SMA (10) | 14.83 | BUY |
| EMA (20) | 14.89 | BUY |
| SMA (20) | 14.85 | BUY |
| EMA (30) | 14.93 | SELL |
| SMA (30) | 14.94 | SELL |
| EMA (50) | 14.98 | SELL |
| SMA (50) | 15.08 | SELL |
| EMA (100) | 14.97 | SELL |
| SMA (100) | 15.04 | SELL |
| EMA (200) | 14.81 | BUY |
| SMA (200) | 14.87 | 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.