Verdicts genuinely change. Free email alert the moment LEQIX'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.
LoCorr Dynamic Opportunity Fund · LoCorr Investment Trust
66 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 121% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 25% of this fund's gross exposure is short across 34 positions. Our look-through asks what a fund owns and whether owning it is permissible; a short position is not ownership but an obligation to deliver something the fund does not hold, so a verdict computed as though this were a long-only portfolio would not describe it. The holdings are listed below, with the short positions marked.
66 holdings, 50 matched (52% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
0.57% of this portfolio’s income is non-permissible — weighted across holdings, computed over 44% of portfolio weight (43 of 66 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 |
|---|---|---|---|
| US BANK MMDA - USBGFS 9 | UNSCREENED | 32.90% | no in-house ratios for this holding |
| State Street SPDR S&P 500 ETF | UNSCREENED | 4.89% | no in-house ratios for this holding |
| iShares Russell 2000 ETF | UNSCREENED | 4.86% | no in-house ratios for this holding |
| MTX.DE MTU Aero Engines AG | NON_COMPLIANT | 4.61% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PSN Parsons Corp | COMPLIANT | 3.32% | AAOIFI33.0% Usmani28.0% Dow Jones Islamic21.7% S&P Shariah21.1% MSCI Islamic27.9% MSCI Islamic M-Series21.1% FTSE Shariah25.2% |
| Avantor Inc | UNSCREENED | 2.90% | no in-house ratios for this holding |
| VZ Verizon Communications Inc | NON_COMPLIANT | 2.86% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| NXPI NXP Semiconductors NV | COMPLIANT | 2.60% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| KBR KBR Inc | NON_COMPLIANT | 2.55% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| IFF | UNSCREENED | 2.37% | no in-house ratios for this holding |
| CHDN Churchill Downs Inc | NON_COMPLIANT | 2.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KMI Kinder Morgan Inc | NON_COMPLIANT | 2.28% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| PRMB Primo Brands Corp | NON_COMPLIANT | 2.27% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| elf Beauty Inc | UNSCREENED | 2.20% | no in-house ratios for this holding |
| Vail Resorts Inc | UNSCREENED | 2.16% | no in-house ratios for this holding |
| SBAC SBA Communications Corp | NON_COMPLIANT | 2.15% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| CCI Crown Castle Inc | NON_COMPLIANT | 2.09% | AAOIFI67.9% Usmani108.8% Dow Jones Islamic61.9% S&P Shariah60.7% MSCI Islamic108.8% MSCI Islamic M-Series60.7% FTSE Shariah84.8% |
| RKT Rocket Cos Inc | NON_COMPLIANT | 2.03% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| PENN Penn Entertainment Inc | NON_COMPLIANT | 1.99% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| TOL Toll Brothers Inc | COMPLIANT | 1.95% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NCLH Norwegian Cruise Line Holdings | NON_COMPLIANT | 1.92% | AAOIFI223.5% Usmani66.5% Dow Jones Islamic165.6% S&P Shariah179.7% MSCI Islamic66.5% MSCI Islamic M-Series179.7% FTSE Shariah62.6% |
| FND Floor & Decor Holdings Inc | NON_COMPLIANT | 1.55% | AAOIFI37.6% Usmani35.2% Dow Jones Islamic24.5% S&P Shariah21.9% MSCI Islamic35.2% MSCI Islamic M-Series21.9% FTSE Shariah3.4% |
| LKQ LKQ Corp | NON_COMPLIANT | 1.52% | AAOIFI24.7% Usmani9.2% Dow Jones Islamic17.0% S&P Shariah15.2% MSCI Islamic9.2% MSCI Islamic M-Series15.2% FTSE Shariah0.0% |
| FTDR Frontdoor Inc | COMPLIANT | 1.21% | AAOIFI22.5% Usmani55.3% Dow Jones Islamic27.8% S&P Shariah31.5% MSCI Islamic55.3% MSCI Islamic M-Series31.5% FTSE Shariah54.4% |
| UNP Union Pacific Corp | COMPLIANT | 1.15% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| Sensata Technologies Holding P | UNSCREENED | 1.14% | no in-house ratios for this holding |
| RMD ResMed Inc | COMPLIANT | 1.12% | AAOIFI2.6% Usmani9.2% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic9.2% MSCI Islamic M-Series2.6% FTSE Shariah7.4% |
| HR Healthcare Realty Trust Inc | NON_COMPLIANT | 1.11% | AAOIFI63.6% Usmani46.3% Dow Jones Islamic71.4% S&P Shariah74.8% MSCI Islamic46.3% MSCI Islamic M-Series74.8% FTSE Shariah46.3% |
| MDLZ Mondelez International Inc | COMPLIANT | 1.06% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| SKY Champion Homes Inc | COMPLIANT | 1.04% | AAOIFI1.1% Usmani2.4% Dow Jones Islamic1.1% S&P Shariah0.0% MSCI Islamic2.4% MSCI Islamic M-Series0.0% FTSE Shariah1.1% |
| WRBY Warby Parker Inc | COMPLIANT | 1.04% | AAOIFI7.9% Usmani32.5% Dow Jones Islamic9.7% S&P Shariah11.2% MSCI Islamic32.5% MSCI Islamic M-Series11.2% FTSE Shariah0.0% |
| ON ON Semiconductor Corp | COMPLIANT | 1.02% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| RH RH | NON_COMPLIANT | 1.00% | AAOIFI134.6% Usmani79.8% Dow Jones Islamic77.3% S&P Shariah73.4% MSCI Islamic63.0% MSCI Islamic M-Series73.4% FTSE Shariah46.2% |
| Science Applications Internati | UNSCREENED | 1.00% | no in-house ratios for this holding |
| BOBS Bob's Discount Furniture Inc | NON_COMPLIANT | 0.97% | AAOIFI35.0% Usmani46.5% Dow Jones Islamic— S&P Shariah— MSCI Islamic42.0% MSCI Islamic M-Series— FTSE Shariah0.0% |
| ADSK Autodesk Inc | COMPLIANT | 0.97% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| CCL Carnival Corp Ltd | NON_COMPLIANT | 0.95% | AAOIFI72.6% Usmani50.6% Dow Jones Islamic82.0% S&P Shariah96.0% MSCI Islamic50.6% MSCI Islamic M-Series96.0% FTSE Shariah48.2% |
| RCL Royal Caribbean Cruises Ltd | NON_COMPLIANT | 0.94% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| DR Horton Inc | UNSCREENED | 0.94% | no in-house ratios for this holding |
| Golar LNG Ltd | UNSCREENED | 0.94% | no in-house ratios for this holding |
| TEAM Atlassian Corp | COMPLIANT | 0.92% | AAOIFI2.6% Usmani20.2% Dow Jones Islamic2.9% S&P Shariah2.7% MSCI Islamic20.2% MSCI Islamic M-Series2.7% FTSE Shariah16.2% |
| AEVA Aeva Technologies Inc | NON_COMPLIANT | 0.88% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PEB Pebblebrook Hotel Trust | NON_COMPLIANT | 0.77% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 0.62% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| Marriott International Inc/MD | UNSCREENED | 0.57% | no in-house ratios for this holding |
| HLT Hilton Worldwide Holdings Inc | NON_COMPLIANT | 0.56% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| F Ford Motor Co | NON_COMPLIANT | 0.56% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| GM General Motors Co | NON_COMPLIANT | 0.55% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SHAK Shake Shack Inc | NON_COMPLIANT | 0.54% | AAOIFI31.6% Usmani48.8% Dow Jones Islamic22.3% S&P Shariah23.6% MSCI Islamic48.1% MSCI Islamic M-Series23.6% FTSE Shariah12.7% |
| MZTI Marzetti Company/The | COMPLIANT | 0.51% | AAOIFI8.5% Usmani15.8% Dow Jones Islamic5.6% S&P Shariah5.4% MSCI Islamic15.2% MSCI Islamic M-Series5.4% FTSE Shariah12.4% |
| CPB Campbell's Company/The | NON_COMPLIANT | 0.51% | AAOIFI123.5% Usmani48.1% Dow Jones Islamic84.1% S&P Shariah75.7% MSCI Islamic47.6% MSCI Islamic M-Series75.7% FTSE Shariah45.6% |
| McCormick & Co Inc/MD | UNSCREENED | 0.50% | no in-house ratios for this holding |
| AAL American Airlines Group Inc | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DAL Delta Air Lines Inc | NON_COMPLIANT | 0.49% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| GIS General Mills Inc | NON_COMPLIANT | 0.48% | AAOIFI81.9% Usmani45.8% Dow Jones Islamic55.0% S&P Shariah49.4% MSCI Islamic45.8% MSCI Islamic M-Series49.4% FTSE Shariah44.5% |
| LUV Southwest Airlines Co | COMPLIANT | 0.48% | AAOIFI36.4% Usmani22.9% Dow Jones Islamic36.4% S&P Shariah38.5% MSCI Islamic22.9% MSCI Islamic M-Series38.5% FTSE Shariah19.7% |
| Conagra Brands Inc | UNSCREENED | 0.48% | no in-house ratios for this holding |
| LAD Lithia Motors Inc | NON_COMPLIANT | 0.46% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| Zions Bancorp NA | UNSCREENED | 0.46% | no in-house ratios for this holding |
| AutoNation Inc | UNSCREENED | 0.45% | no in-house ratios for this holding |
| CPRT Copart Inc | COMPLIANT | 0.39% | AAOIFI0.3% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.9% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| HWKN Hawkins Inc | COMPLIANT | 0.39% | AAOIFI9.7% Usmani25.9% Dow Jones Islamic9.0% S&P Shariah10.6% MSCI Islamic25.9% MSCI Islamic M-Series10.6% FTSE Shariah24.2% |
| KHC Kraft Heinz Co/The | NON_COMPLIANT | 0.37% | AAOIFI64.5% Usmani26.0% Dow Jones Islamic63.2% S&P Shariah58.9% MSCI Islamic26.0% MSCI Islamic M-Series58.9% FTSE Shariah26.0% |
| NTR Nutrien Ltd | NON_COMPLIANT | 0.35% | AAOIFI20.8% Usmani18.9% Dow Jones Islamic29.2% S&P Shariah31.1% MSCI Islamic18.9% MSCI Islamic M-Series31.1% FTSE Shariah18.9% |
| BB BlackBerry Ltd | COMPLIANT | 0.27% | AAOIFI2.9% Usmani17.5% Dow Jones Islamic7.7% S&P Shariah8.9% MSCI Islamic17.5% MSCI Islamic M-Series8.9% FTSE Shariah15.6% |
| ALL Allstate Corp/The | NON_COMPLIANT | 0.20% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
The published standards disagree about this fund by 11 points of portfolio weight — 22.0% of it passes Dow Jones Islamic, 10.8% 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 15.7% ratios fail on 42.3% 63.2% not rated under AAOIFI
ratios pass on 10.8% ratios fail on 44.5% 65.9% not rated under Usmani
ratios pass on 22.0% ratios fail on 34.9% 64.2% not rated under Dow Jones Islamic
ratios pass on 21.1% ratios fail on 35.3% 64.8% not rated under S&P Shariah
ratios pass on 11.6% ratios fail on 46.7% 63.0% not rated under MSCI Islamic
ratios pass on 21.1% ratios fail on 35.9% 64.2% not rated under MSCI Islamic M-Series
ratios pass on 15.9% ratios fail on 40.4% 64.9% not rated under FTSE Shariah
50 of 66 listed holdings carry our own per-methodology verdicts (62% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 46 (54% 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.
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 |
|---|---|---|
| US BANK MMDA - USBGFS 9not matched to a ticker | 32.90% | Not screened |
| State Street SPDR S&P 500 ETFnot matched to a ticker · short | 4.89% | Not screened |
| iShares Russell 2000 ETFnot matched to a ticker · short | 4.86% | Not screened |
| MTX.DEMTU Aero Engines AG | 4.61% | Non-compliant |
| PSNParsons Corp | 3.32% | Compliant |
| Avantor Incnot matched to a ticker | 2.90% | Not screened |
| VZVerizon Communications Inc | 2.86% | Non-compliant |
| NXPINXP Semiconductors NV | 2.60% | Compliant |
| KBRKBR Inc | 2.55% | Non-compliant |
| IFFnot matched to a ticker | 2.37% | Not screened |
Top 10 of 66 holdings, 63.9% 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 LEQIX. 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) | 34.40 | NEUTRAL |
| Stochastic %K (14) | 13.33 | BUY |
| CCI (20) | -61.49 | NEUTRAL |
| Williams %R (14) | -86.67 | BUY |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | -0.35 | SELL |
| Momentum (10) | -0.04 | SELL |
| EMA (10) | 11.40 | SELL |
| SMA (10) | 11.40 | SELL |
| EMA (20) | 11.45 | SELL |
| SMA (20) | 11.43 | SELL |
| EMA (30) | 11.51 | SELL |
| SMA (30) | 11.52 | SELL |
| EMA (50) | 11.59 | SELL |
| SMA (50) | 11.67 | SELL |
| EMA (100) | 11.63 | SELL |
| SMA (100) | 11.77 | SELL |
| EMA (200) | 11.49 | SELL |
| SMA (200) | 11.53 | SELL |
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.