Verdicts genuinely change. Free email alert the moment JHCQX'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.
Fundamental Equity Income Fund · John Hancock Investment Trust
65 holdings
NON-COMPLIANT 55.27% of portfolio weight is in non-compliant holdings, over the 5% threshold.
65 holdings, 61 matched (91% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
3.43% of this portfolio’s income is non-permissible — weighted across holdings, computed over 74% of portfolio weight (50 of 65 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.
25.6% compliant 9.5% questionable 55.3% non-compliant 9.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JH COLLATERAL | UNSCREENED | 5.83% | no in-house ratios for this holding |
| LNG Cheniere Energy Inc. | NON_COMPLIANT | 3.09% | AAOIFI44.4% Usmani55.8% Dow Jones Islamic54.4% S&P Shariah58.8% MSCI Islamic55.8% MSCI Islamic M-Series58.8% FTSE Shariah50.6% |
| CCI Crown Castle Inc. | NON_COMPLIANT | 2.90% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GOOG Alphabet Inc. | QUESTIONABLE | 2.79% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| TXN Texas Instruments Incorporated | COMPLIANT | 2.79% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| ELV Elevance Health Inc. | NON_COMPLIANT | 2.73% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| AMZN Amazon.com Inc. | QUESTIONABLE | 2.51% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| LEN Lennar Corporation | NON_COMPLIANT | 2.36% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| CMCSA Comcast Corporation | NON_COMPLIANT | 2.36% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MSFT Microsoft Corporation | QUESTIONABLE | 2.34% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| KKR KKR and Co. Inc. | NON_COMPLIANT | 2.29% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UNH UnitedHealth Group Incorporated | NON_COMPLIANT | 2.27% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| ZBH Zimmer Biomet Holdings Inc. | NON_COMPLIANT | 2.25% | AAOIFI40.7% Usmani32.8% Dow Jones Islamic39.1% S&P Shariah36.3% MSCI Islamic32.8% MSCI Islamic M-Series36.3% FTSE Shariah32.8% |
| MC.PA LVMH Moet Hennessy Louis Vuitton | COMPLIANT | 2.22% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TSM Taiwan Semiconductor Manufacturing Company Limited | COMPLIANT | 2.21% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| NDAQ Nasdaq Inc. | NON_COMPLIANT | 2.17% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| LYB LyondellBasell Industries N.V. | NON_COMPLIANT | 2.17% | AAOIFI62.2% Usmani37.0% Dow Jones Islamic65.8% S&P Shariah58.8% MSCI Islamic37.0% MSCI Islamic M-Series58.8% FTSE Shariah33.2% |
| URI United Rentals Inc. | COMPLIANT | 2.13% | AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3% |
| SU Suncor Energy Inc. | COMPLIANT | 2.12% | AAOIFI13.4% Usmani21.2% Dow Jones Islamic19.8% S&P Shariah21.8% MSCI Islamic16.1% MSCI Islamic M-Series21.8% FTSE Shariah16.1% |
| GSK GSK plc | COMPLIANT | 2.11% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| BMY Bristol-Myers Squibb Company | NON_COMPLIANT | 2.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RRX Regal Rexnord Corporation | NON_COMPLIANT | 2.06% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| Vail Resorts Inc. | UNSCREENED | 1.91% | no in-house ratios for this holding |
| UPS United Parcel Service Inc. | NON_COMPLIANT | 1.88% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| BDX Becton Dickinson and Company | NON_COMPLIANT | 1.75% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| AMT American Tower Corporation | NON_COMPLIANT | 1.72% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FTV Fortive Corporation | COMPLIANT | 1.61% | AAOIFI20.9% Usmani31.0% Dow Jones Islamic17.1% S&P Shariah15.8% MSCI Islamic31.0% MSCI Islamic M-Series15.8% FTSE Shariah30.1% |
| AJG Arthur J. Gallagher and Co. | NON_COMPLIANT | 1.58% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| HLN Haleon plc | COMPLIANT | 1.48% | AAOIFI27.2% Usmani26.4% Dow Jones Islamic13.2% S&P Shariah13.9% MSCI Islamic26.4% MSCI Islamic M-Series13.9% FTSE Shariah26.4% |
| C Citigroup Inc. | NON_COMPLIANT | 1.44% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| META Meta Platforms Inc. | QUESTIONABLE | 1.40% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| AXP American Express Company | NON_COMPLIANT | 1.33% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| TMO Thermo Fisher Scientific Inc. | COMPLIANT | 1.30% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| MRP Millrose Properties Inc. | NON_COMPLIANT | 1.28% | AAOIFI50.2% Usmani25.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic25.5% MSCI Islamic M-Seriesfail FTSE Shariah25.5% |
| DGE.L DIAGEO PLC | NON_COMPLIANT | 1.26% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KMI Kinder Morgan Inc. | NON_COMPLIANT | 1.23% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| MS Morgan Stanley | NON_COMPLIANT | 1.20% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| MRK Merck and Co. Inc. | COMPLIANT | 1.18% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| MCK McKesson Corporation | COMPLIANT | 1.17% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| SW.PA Sodexo S.A. | NON_COMPLIANT | 1.16% | AAOIFI64.9% Usmani40.9% Dow Jones Islamic— S&P Shariah— MSCI Islamic36.5% MSCI Islamic M-Series— FTSE Shariah36.5% |
| CRM Salesforce Inc. | COMPLIANT | 1.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CDW CDW Corporation | NON_COMPLIANT | 1.08% | AAOIFI31.3% Usmani34.6% Dow Jones Islamic29.1% S&P Shariah25.6% MSCI Islamic34.6% MSCI Islamic M-Series25.6% FTSE Shariah33.7% |
| LOW Lowe`s Companies Inc. | NON_COMPLIANT | 1.03% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| SandP Global Inc. | UNSCREENED | 1.01% | no in-house ratios for this holding |
| BX Blackstone Inc. | NON_COMPLIANT | 0.97% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| STT State Street Corporation | NON_COMPLIANT | 0.97% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WFC Wells Fargo and Company | NON_COMPLIANT | 0.89% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ORCL Oracle Corporation | NON_COMPLIANT | 0.89% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| UNP Union Pacific Corporation | COMPLIANT | 0.84% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| BAC Bank of America Corporation | NON_COMPLIANT | 0.80% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| SBUX Starbucks Corporation | COMPLIANT | 0.80% | AAOIFI19.3% Usmani79.3% Dow Jones Islamic21.4% S&P Shariah22.1% MSCI Islamic79.3% MSCI Islamic M-Series22.1% FTSE Shariah46.9% |
| ABT Abbott Laboratories | COMPLIANT | 0.80% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| GS The Goldman Sachs Group Inc. | NON_COMPLIANT | 0.74% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| FHB First Hawaiian Inc. | NON_COMPLIANT | 0.66% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BN.PA Danone | NON_COMPLIANT | 0.66% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| REYN Reynolds Consumer Products Inc. | NON_COMPLIANT | 0.54% | AAOIFI35.4% Usmani33.4% Dow Jones Islamic33.1% S&P Shariah32.3% MSCI Islamic33.1% MSCI Islamic M-Series32.3% FTSE Shariah31.0% |
| KVUE Kenvue Inc. | COMPLIANT | 0.53% | AAOIFI24.4% Usmani32.2% Dow Jones Islamic23.6% S&P Shariah24.1% MSCI Islamic32.2% MSCI Islamic M-Series24.1% FTSE Shariah31.7% |
| DPZ Domino's Pizza Inc. | NON_COMPLIANT | 0.52% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| ADBE Adobe Inc. | COMPLIANT | 0.51% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| OTIS Otis Worldwide Corporation | NON_COMPLIANT | 0.50% | AAOIFI31.9% Usmani77.4% Dow Jones Islamic25.2% S&P Shariah25.0% MSCI Islamic77.4% MSCI Islamic M-Series25.0% FTSE Shariah73.7% |
| WMT Walmart Inc. | QUESTIONABLE | 0.47% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| LVS Las Vegas Sands Corp. | NON_COMPLIANT | 0.44% | AAOIFI53.8% Usmani76.7% Dow Jones Islamic44.9% S&P Shariah45.0% MSCI Islamic76.7% MSCI Islamic M-Series45.0% FTSE Shariah76.7% |
| Mobileye Global Inc. | UNSCREENED | 0.44% | no in-house ratios for this holding |
| VLO Valero Energy Corporation | COMPLIANT | 0.43% | AAOIFI10.3% Usmani14.1% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic14.1% MSCI Islamic M-Series18.0% FTSE Shariah14.1% |
| WAT Waters Corporation | COMPLIANT | 0.32% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
The published standards disagree about this fund by 15 points of portfolio weight — 44.1% of it passes Dow Jones Islamic, 29.4% 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 43.4% ratios fail on 36.8% 19.3% not rated under AAOIFI
ratios pass on 29.4% ratios fail on 41.9% 28.3% not rated under Usmani
ratios pass on 44.1% ratios fail on 32.7% 22.9% not rated under Dow Jones Islamic
ratios pass on 43.8% ratios fail on 32.9% 22.9% not rated under S&P Shariah
ratios pass on 32.5% ratios fail on 38.3% 28.8% not rated under MSCI Islamic
ratios pass on 43.8% ratios fail on 32.9% 22.9% not rated under MSCI Islamic M-Series
ratios pass on 41.2% ratios fail on 32.4% 26.0% not rated under FTSE Shariah
61 of 65 listed holdings carry our own per-methodology verdicts (90% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 53 (76% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| LNG Cheniere Energy Inc. | 3.09% |
| CCI Crown Castle Inc. | 2.90% |
| ELV Elevance Health Inc. | 2.73% |
| LEN Lennar Corporation | 2.36% |
| CMCSA Comcast Corporation | 2.36% |
| KKR KKR and Co. Inc. | 2.29% |
| UNH UnitedHealth Group Incorporated | 2.27% |
| ZBH Zimmer Biomet Holdings Inc. | 2.25% |
| NDAQ Nasdaq Inc. | 2.17% |
| LYB LyondellBasell Industries N.V. | 2.17% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Fundamental Equity Income Fund (JHCQX) 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 |
|---|---|---|
| JH COLLATERALnot matched to a ticker | 5.83% | Not screened |
| LNGCheniere Energy Inc. | 3.09% | Non-compliant |
| CCICrown Castle Inc. | 2.90% | Non-compliant |
| GOOGAlphabet Inc. | 2.79% | Questionable |
| TXNTexas Instruments Incorporated | 2.79% | Compliant |
| ELVElevance Health Inc. | 2.73% | Non-compliant |
| AMZNAmazon.com Inc. | 2.51% | Questionable |
| LENLennar Corporation | 2.36% | Non-compliant |
| CMCSAComcast Corporation | 2.36% | Non-compliant |
| MSFTMicrosoft Corporation | 2.34% | Questionable |
Top 10 of 65 holdings, 29.7% 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 JHCQX. 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) | 52.00 | NEUTRAL |
| Stochastic %K (14) | 91.48 | SELL |
| CCI (20) | 49.32 | NEUTRAL |
| Williams %R (14) | -8.52 | SELL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 0.61 | BUY |
| Momentum (10) | 0.07 | BUY |
| EMA (10) | 11.37 | BUY |
| SMA (10) | 11.31 | BUY |
| EMA (20) | 11.42 | BUY |
| SMA (20) | 11.41 | BUY |
| EMA (30) | 11.47 | BUY |
| SMA (30) | 11.53 | SELL |
| EMA (50) | 11.50 | SELL |
| SMA (50) | 11.63 | SELL |
| EMA (100) | 11.43 | BUY |
| SMA (100) | 11.46 | BUY |
| EMA (200) | 11.19 | BUY |
| SMA (200) | 11.20 | 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.