Verdicts genuinely change. Free email alert the moment JCVFX'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.
Classic Value Fund · John Hancock Capital Series
37 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 77.23% of portfolio weight is in non-compliant holdings, over the 5% threshold.
37 holdings, 32 matched (91% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
8.34% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (27 of 37 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.
15.2% compliant 0.0% questionable 76.0% non-compliant 8.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BAX Baxter International Inc. | NON_COMPLIANT | 6.53% | AAOIFI1.7% Usmani1.1% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic1.1% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| HUM Humana Inc. | NON_COMPLIANT | 5.13% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| CVS CVS Health Corporation | NON_COMPLIANT | 4.53% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| FME.DE Fresenius Medical Care AG | NON_COMPLIANT | 4.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DG Dollar General Corporation | NON_COMPLIANT | 3.75% | AAOIFI55.9% Usmani49.0% Dow Jones Islamic69.2% S&P Shariah65.1% MSCI Islamic49.0% MSCI Islamic M-Series65.1% FTSE Shariah14.2% |
| MET MetLife Inc. | NON_COMPLIANT | 3.75% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| CRBG Corebridge Financial Inc. | NON_COMPLIANT | 3.59% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| GPN Global Payments Inc. | NON_COMPLIANT | 3.51% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| WFC Wells Fargo and Company | NON_COMPLIANT | 3.45% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| MG.TO Magna International Inc. | NON_COMPLIANT | 3.40% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| COF Capital One Financial Corporation | NON_COMPLIANT | 3.37% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| SWKS Skyworks Solutions Inc. | COMPLIANT | 3.29% | AAOIFI6.0% Usmani9.2% Dow Jones Islamic6.4% S&P Shariah5.6% MSCI Islamic9.2% MSCI Islamic M-Series5.6% FTSE Shariah6.7% |
| CTSH Cognizant Technology Solutions Corporation | COMPLIANT | 3.19% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| CDW CDW Corporation | NON_COMPLIANT | 3.07% | AAOIFI31.3% Usmani34.6% Dow Jones Islamic29.1% S&P Shariah25.6% MSCI Islamic34.6% MSCI Islamic M-Series25.6% FTSE Shariah33.7% |
| BAC Bank of America Corporation | NON_COMPLIANT | 2.93% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| PPG PPG Industries Inc. | COMPLIANT | 2.91% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| BMY Bristol-Myers Squibb Company | NON_COMPLIANT | 2.85% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LEA Lear Corporation | NON_COMPLIANT | 2.82% | AAOIFI55.2% Usmani22.4% Dow Jones Islamic62.9% S&P Shariah58.1% MSCI Islamic22.4% MSCI Islamic M-Series58.1% FTSE Shariah17.5% |
| C Citigroup Inc. | NON_COMPLIANT | 2.81% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| SSandC Technologies Holdings Inc. | UNSCREENED | 2.63% | no in-house ratios for this holding |
| SHEL Shell PLC | NON_COMPLIANT | 2.56% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| TSN Tyson Foods Inc. | NON_COMPLIANT | 2.52% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| VOYA Voya Financial Inc. | NON_COMPLIANT | 2.21% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| PFE Pfizer Inc. | NON_COMPLIANT | 2.07% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| WDAY Workday Inc. | COMPLIANT | 2.05% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| MDT Medtronic Public Limited Company | COMPLIANT | 2.03% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| DOX Amdocs Limited | COMPLIANT | 1.94% | AAOIFI12.6% Usmani12.4% Dow Jones Islamic9.2% S&P Shariah8.9% MSCI Islamic12.4% MSCI Islamic M-Series8.9% FTSE Shariah10.1% |
| Accenture Public Limited Company | UNSCREENED | 1.83% | no in-house ratios for this holding |
| JH COLLATERAL | UNSCREENED | 1.82% | no in-house ratios for this holding |
| NOV NOV Inc. | NON_COMPLIANT | 1.79% | AAOIFI27.3% Usmani21.0% Dow Jones Islamic35.8% S&P Shariah33.5% MSCI Islamic18.7% MSCI Islamic M-Series33.5% FTSE Shariah15.4% |
| EQH Equitable Holdings Inc. | NON_COMPLIANT | 1.64% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| STATE STR INSTL INVT TR TREAS MMKT FD INST | UNSCREENED | 1.44% | no in-house ratios for this holding |
| DAL Delta Air Lines Inc. | NON_COMPLIANT | 1.43% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 1.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PVH Corp. | UNSCREENED | 1.28% | no in-house ratios for this holding |
| NWL Newell Brands Inc. | NON_COMPLIANT | 1.04% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| DOW Dow Inc. | NON_COMPLIANT | 0.99% | AAOIFI91.5% Usmani32.7% Dow Jones Islamic88.2% S&P Shariah76.2% MSCI Islamic32.7% MSCI Islamic M-Series76.2% FTSE Shariah30.2% |
The published standards disagree about this fund by 27 points of portfolio weight — 39.3% of it passes FTSE Shariah, 12.4% passes AAOIFI. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 12.4% ratios fail on 69.0% 20.3% not rated under AAOIFI
ratios pass on 32.7% ratios fail on 39.5% 29.5% not rated under Usmani
ratios pass on 16.0% ratios fail on 65.3% 20.3% not rated under Dow Jones Islamic
ratios pass on 19.1% ratios fail on 62.2% 20.3% not rated under S&P Shariah
ratios pass on 30.6% ratios fail on 41.5% 29.5% not rated under MSCI Islamic
ratios pass on 19.1% ratios fail on 62.2% 20.3% not rated under MSCI Islamic M-Series
ratios pass on 39.3% ratios fail on 32.8% 29.5% not rated under FTSE Shariah
32 of 37 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 28 (81% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BAX Baxter International Inc. | 6.53% |
| HUM Humana Inc. | 5.13% |
| CVS CVS Health Corporation | 4.53% |
| FME.DE Fresenius Medical Care AG | 4.12% |
| DG Dollar General Corporation | 3.75% |
| MET MetLife Inc. | 3.75% |
| CRBG Corebridge Financial Inc. | 3.59% |
| GPN Global Payments Inc. | 3.51% |
| WFC Wells Fargo and Company | 3.45% |
| MG.TO Magna International Inc. | 3.40% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Classic Value Fund (JCVFX) 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 |
|---|---|---|
| BAXBaxter International Inc. | 6.53% | Non-compliant |
| HUMHumana Inc. | 5.13% | Non-compliant |
| CVSCVS Health Corporation | 4.53% | Non-compliant |
| FME.DEFresenius Medical Care AG | 4.12% | Non-compliant |
| DGDollar General Corporation | 3.75% | Non-compliant |
| METMetLife Inc. | 3.75% | Non-compliant |
| CRBGCorebridge Financial Inc. | 3.59% | Non-compliant |
| GPNGlobal Payments Inc. | 3.51% | Non-compliant |
| WFCWells Fargo and Company | 3.45% | Non-compliant |
| MG.TOMagna International Inc. | 3.40% | Non-compliant |
Top 10 of 37 holdings, 41.8% 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 JCVFX. 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 2 days - this is not a reading of today
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.