Verdicts genuinely change. Free email alert the moment IDMAX'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.
iMGP Dolan McEniry Corporate Bond Fund · LITMAN GREGORY FUNDS TRUST
60 holdings
NON-COMPLIANT At least 41.86% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 37% turns out to be. Matching more holdings can only raise this share, never lower it.
5.21% 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.
60 holdings, 39 matched (63% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
0.65% of this portfolio’s income is non-permissible — weighted across holdings, computed over 50% of portfolio weight (34 of 60 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| United States Treasury | NON_COMPLIANT | 5.21% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 2.34% | no in-house ratios for this holding |
| DVA DAVITA INC | NON_COMPLIANT | 2.31% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 2.26% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 2.10% | no in-house ratios for this holding |
| CRM SALESFORCE INC | COMPLIANT | 2.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BLOCK FINANCIAL LLC | UNSCREENED | 2.03% | no in-house ratios for this holding |
| CF INDUSTRIES INC | UNSCREENED | 2.03% | no in-house ratios for this holding |
| HPQ HP INC | NON_COMPLIANT | 2.02% | AAOIFI36.8% Usmani22.6% Dow Jones Islamic42.8% S&P Shariah41.1% MSCI Islamic22.6% MSCI Islamic M-Series41.1% FTSE Shariah20.0% |
| EXPE EXPEDIA GROUP INC | NON_COMPLIANT | 2.02% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| CSL CARLISLE COS INC | COMPLIANT | 2.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AMT AMERICAN TOWER CORP | NON_COMPLIANT | 2.01% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CONAGRA BRANDS INC | UNSCREENED | 2.01% | no in-house ratios for this holding |
| WDAY WORKDAY INC | COMPLIANT | 2.00% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| BAT CAPITAL CORP | UNSCREENED | 1.99% | no in-house ratios for this holding |
| FLEX FLEX LTD | COMPLIANT | 1.99% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| WESTINGHOUSE AIR BRAKE | UNSCREENED | 1.99% | no in-house ratios for this holding |
| SBAC SBA COMMUNICATIONS CORP | NON_COMPLIANT | 1.99% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| WILLIS NORTH AMERICA INC | UNSCREENED | 1.99% | no in-house ratios for this holding |
| FORTUNE BRANDS INNOVATIO | UNSCREENED | 1.99% | no in-house ratios for this holding |
| GPC GENUINE PARTS CO | NON_COMPLIANT | 1.98% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| BLOOMIN' BRANDS INC/OSI | UNSCREENED | 1.97% | no in-house ratios for this holding |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 1.97% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| MO ALTRIA GROUP INC | NON_COMPLIANT | 1.97% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| TRMB TRIMBLE INC | COMPLIANT | 1.96% | AAOIFI10.6% Usmani17.1% Dow Jones Islamic8.8% S&P Shariah9.4% MSCI Islamic17.1% MSCI Islamic M-Series9.4% FTSE Shariah17.1% |
| CCI CROWN CASTLE INC | NON_COMPLIANT | 1.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 1.90% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| CDW LLC/CDW FINANCE | UNSCREENED | 1.90% | no in-house ratios for this holding |
| NTAP NETAPP INC | COMPLIANT | 1.89% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| QRVO QORVO INC | COMPLIANT | 1.87% | AAOIFI18.1% Usmani27.6% Dow Jones Islamic20.6% S&P Shariah18.7% MSCI Islamic27.6% MSCI Islamic M-Series18.7% FTSE Shariah26.6% |
| RB GLOBAL HOLDINGS INC | UNSCREENED | 1.85% | no in-house ratios for this holding |
| BATH & BODY WORKS INC | UNSCREENED | 1.84% | no in-house ratios for this holding |
| EXP EAGLE MATERIALS | NON_COMPLIANT | 1.78% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| FISV FISERV INC | NON_COMPLIANT | 1.72% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| T AT&T INC | NON_COMPLIANT | 1.72% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| DKS DICK'S SPORTING GOODS | NON_COMPLIANT | 1.70% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| TELEDYNE TECHNOLOGIES IN | UNSCREENED | 1.66% | no in-house ratios for this holding |
| IQVIA INC | UNSCREENED | 1.60% | no in-house ratios for this holding |
| MSI MOTOROLA SOLUTIONS INC | COMPLIANT | 1.57% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| SGI SOMNIGROUP INTL INC | NON_COMPLIANT | 1.57% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| ALLEGION US HOLDING CO | UNSCREENED | 1.57% | no in-house ratios for this holding |
| LKQ LKQ CORP | NON_COMPLIANT | 1.55% | AAOIFI21.4% Usmani9.2% Dow Jones Islamic16.7% S&P Shariah14.9% MSCI Islamic9.2% MSCI Islamic M-Series14.9% FTSE Shariah0.0% |
| OMC OMNICOM GROUP INC | NON_COMPLIANT | 1.55% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| SIRIUS XM RADIO LLC | UNSCREENED | 1.48% | no in-house ratios for this holding |
| STLD STEEL DYNAMICS INC | COMPLIANT | 1.48% | AAOIFI12.1% Usmani24.4% Dow Jones Islamic17.6% S&P Shariah18.9% MSCI Islamic24.4% MSCI Islamic M-Series18.9% FTSE Shariah24.4% |
| PWR QUANTA SERVICES INC | COMPLIANT | 1.44% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| TAP MOLSON COORS BEVERAGE | NON_COMPLIANT | 1.42% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| AVGO BROADCOM INC | COMPLIANT | 1.31% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| State Street Global Advisors | UNSCREENED | 1.05% | no in-house ratios for this holding |
| THC TENET HEALTHCARE CORP | NON_COMPLIANT | 1.03% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.99% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| BATH & BODY WORKS INC | UNSCREENED | 0.82% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 0.68% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| PWR QUANTA SERVICES INC | COMPLIANT | 0.65% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| OMC OMNICOM GROUP INC | NON_COMPLIANT | 0.55% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| STLD STEEL DYNAMICS INC | COMPLIANT | 0.50% | AAOIFI12.1% Usmani24.4% Dow Jones Islamic17.6% S&P Shariah18.9% MSCI Islamic24.4% MSCI Islamic M-Series18.9% FTSE Shariah24.4% |
| DVA DAVITA INC | NON_COMPLIANT | 0.34% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| FISV FISERV INC | NON_COMPLIANT | 0.30% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| SCI SERVICE CORP INTL | NON_COMPLIANT | 0.30% | AAOIFI47.3% Usmani27.6% Dow Jones Islamic47.8% S&P Shariah50.0% MSCI Islamic27.6% MSCI Islamic M-Series50.0% FTSE Shariah27.6% |
| TELEDYNE FLIR LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
The published standards disagree about this fund by 6 points of portfolio weight — 27.3% of it passes Usmani, 21.0% 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 22.9% ratios fail on 27.1% 49.9% not rated under AAOIFI
ratios pass on 27.3% ratios fail on 22.7% 49.9% not rated under Usmani
ratios pass on 24.5% ratios fail on 25.5% 49.9% not rated under Dow Jones Islamic
ratios pass on 26.5% ratios fail on 23.5% 49.9% not rated under S&P Shariah
ratios pass on 21.0% ratios fail on 29.0% 49.9% not rated under MSCI Islamic
ratios pass on 24.5% ratios fail on 25.5% 49.9% not rated under MSCI Islamic M-Series
ratios pass on 27.0% ratios fail on 23.0% 49.9% not rated under FTSE Shariah
32 of 60 listed holdings carry our own per-methodology verdicts (58% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 28 (50% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
iMGP Dolan McEniry Corporate Bond Fund (IDMAX) 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 |
|---|---|---|
| United States Treasurynot matched to a ticker | 5.21% | Non-compliant |
| TRANSDIGM INCnot matched to a ticker | 2.34% | Not screened |
| DVADAVITA INC | 2.31% | Non-compliant |
| CCO HLDGS LLC/CAP CORPnot matched to a ticker | 2.26% | Not screened |
| HCA INCnot matched to a ticker | 2.10% | Not screened |
| CRMSALESFORCE INC | 2.04% | Compliant |
| BLOCK FINANCIAL LLCnot matched to a ticker | 2.03% | Not screened |
| CF INDUSTRIES INCnot matched to a ticker | 2.03% | Not screened |
| HPQHP INC | 2.02% | Non-compliant |
| EXPEEXPEDIA GROUP INC | 2.02% | Non-compliant |
Top 10 of 60 holdings, 24.4% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for IDMAX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.