Verdicts genuinely change. Free email alert the moment LHEAX'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 Hedged Core Fund · LoCorr Investment Trust
454 holdings
NON-COMPLIANT At least 51.39% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 43% turns out to be. Matching more holdings can only raise this share, never lower it.
44.54% 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.
454 holdings, 71 matched (55% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
3.40% of this portfolio’s income is non-permissible — weighted across holdings, computed over 6% of portfolio weight (23 of 454 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 | 9.22% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 7.95% | no in-house ratios for this holding |
| Galaxy Commodity-Polaris II Fund LLC | UNSCREENED | 7.87% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 4.04% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 3.38% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 3.15% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.76% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.54% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.09% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.09% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 2.03% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.88% | no in-house ratios for this holding |
| MORGAN STANLEY PVT BANK | UNSCREENED | 1.59% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.47% | no in-house ratios for this holding |
| N/A | UNSCREENED | 1.36% | no in-house ratios for this holding |
| US TREASURY N/B | NON_COMPLIANT | 1.12% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.95% | no in-house ratios for this holding |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.93% | no in-house ratios for this holding |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.93% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.89% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.80% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.74% | no in-house ratios for this holding |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| GM Financial Consumer Automobi | UNSCREENED | 0.59% | no in-house ratios for this holding |
| ARES Commercial Mortgage Trust | UNSCREENED | 0.59% | no in-house ratios for this holding |
| HEALTHCARE RLTY HLDGS LP | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Honda Auto Receivables Owner T | UNSCREENED | 0.58% | no in-house ratios for this holding |
| MORGAN STANLEY PVT BANK | UNSCREENED | 0.56% | no in-house ratios for this holding |
| PFS Financing Corp. | UNSCREENED | 0.56% | no in-house ratios for this holding |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| Verizon Master Trust | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.48% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.48% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Fannie Mae - CAS | NON_COMPLIANT | 0.48% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.47% | no in-house ratios for this holding |
| AMCOR GROUP FINANCE | UNSCREENED | 0.47% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.45% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| MARS INC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Toyota Lease Owner Trust | UNSCREENED | 0.42% | no in-house ratios for this holding |
| NRTH PARK Mortgage Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.40% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| World Omni Auto Receivables Tr | UNSCREENED | 0.40% | no in-house ratios for this holding |
| ONNI Commercial Mortgage Trust | UNSCREENED | 0.39% | no in-house ratios for this holding |
| ILPT Commercial Mortgage Trust | UNSCREENED | 0.39% | no in-house ratios for this holding |
| PFS Financing Corp. | UNSCREENED | 0.39% | no in-house ratios for this holding |
| M&T Bank Auto Receivables Trus | UNSCREENED | 0.39% | no in-house ratios for this holding |
| EQT Trust 2024-EXTR | UNSCREENED | 0.37% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.37% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.36% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.34% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.33% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| AUGUSTA SPINCO CORPORATI | UNSCREENED | 0.32% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.31% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MERCEDES-BENZ AUTO RECEIVABLES | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Enterprise Fleet Financing LLC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| World Omni Auto Receivables Tr | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Toyota Auto Receivables Owner | UNSCREENED | 0.31% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ARDN 2025-ARCP Mortgage Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgag | UNSCREENED | 0.31% | no in-house ratios for this holding |
| GM Financial Automobile Leasin | UNSCREENED | 0.31% | no in-house ratios for this holding |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| LAD Auto Receivables Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| KITE REALTY GROUP LP | UNSCREENED | 0.30% | no in-house ratios for this holding |
| FLORIDA POWER & LIGHT CO | UNSCREENED | 0.29% | no in-house ratios for this holding |
| PenFed Auto Receivables Owner | UNSCREENED | 0.28% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.28% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| PM PHILIP MORRIS INTL INC | NON_COMPLIANT | 0.27% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| AMH AMERICAN HOMES 4 RENT | NON_COMPLIANT | 0.27% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| KRAFT HEINZ FOODS CO | UNSCREENED | 0.27% | no in-house ratios for this holding |
| MCR Mortgage Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| NYC Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| AMGN AMGEN INC | COMPLIANT | 0.24% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Fannie Mae - CAS | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| MIRA Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| IP 2025-IP Mortgage Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| DK Trust 2025-LXP | UNSCREENED | 0.23% | no in-house ratios for this holding |
| SCG Hotel Issuer Inc | UNSCREENED | 0.23% | no in-house ratios for this holding |
| OneMain Financial Issuance Tru | UNSCREENED | 0.23% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.23% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| DUKE ENERGY CAROLINAS | UNSCREENED | 0.23% | no in-house ratios for this holding |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.21% | no in-house ratios for this holding |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Tesla Auto Lease Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| DNB.OL DNB BANK ASA | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AUGUSTA SPINCO CORPORATI | UNSCREENED | 0.20% | no in-house ratios for this holding |
| HEALTHCARE RLTY HLDGS LP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.20% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| Fannie Mae - CAS | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| WISCONSIN PUBLIC SERVICE | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Capital One Multi-Asset Execut | UNSCREENED | 0.19% | no in-house ratios for this holding |
| MVW Owner Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| O'REILLY AUTOMOTIVE INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CHPE LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| 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% |
| 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% |
| Fannie Mae - CAS | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| ABT ABBOTT LABORATORIES | COMPLIANT | 0.16% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| AVGO BROADCOM INC | COMPLIANT | 0.16% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| Wells Fargo Commercial Mortgag | UNSCREENED | 0.16% | no in-house ratios for this holding |
| RTX RTX CORP | NON_COMPLIANT | 0.14% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.14% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 0.14% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| ESSEX PORTFOLIO LP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Honda Auto Receivables Owner T | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Hyundai Auto Receivables Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.13% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| AMERICAN WATER CAPITAL C | UNSCREENED | 0.13% | no in-house ratios for this holding |
| TEXAS CAPITAL BANCSHARES | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| CarMax Auto Owner Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SOUTH BOW USA INFRA HLDS | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | 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% |
| Freddie Mac - STACR | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Porsche Financial Auto Securit | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Natixis Commercial Mortgage Se | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.11% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Toyota Auto Receivables Owner | UNSCREENED | 0.10% | no in-house ratios for this holding |
| World Omni Automobile Lease Se | UNSCREENED | 0.09% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.09% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FIDELITY NATL INFO SERV | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BANK OF NY MELLON CORP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| KSL Commercial Mortgage Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| T-Mobile US Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| Ford Credit Auto Owner Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| FANNIE MAE | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| LAD Auto Receivables Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CNH Equipment Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 0.07% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| N/A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.06% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| BMW Vehicle Lease Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Porsche Innovative Lease Owner | UNSCREENED | 0.04% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| World Omni Auto Receivables Tr | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GM Financial Automobile Leasin | UNSCREENED | 0.04% | no in-house ratios for this holding |
| MAPLE PARENT HLDS CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BofA Auto Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.04% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.03% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Ford Credit Auto Owner Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.02% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 3.0% of it passes Dow Jones Islamic, 2.1% 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 2.1% ratios fail on 6.0% 87.4% not rated under AAOIFI
ratios pass on 2.9% ratios fail on 3.6% 88.9% not rated under Usmani
ratios pass on 3.0% ratios fail on 5.1% 87.4% not rated under Dow Jones Islamic
ratios pass on 2.6% ratios fail on 5.5% 87.4% not rated under S&P Shariah
ratios pass on 2.9% ratios fail on 3.6% 88.9% not rated under MSCI Islamic
ratios pass on 2.6% ratios fail on 5.5% 87.4% not rated under MSCI Islamic M-Series
ratios pass on 2.9% ratios fail on 3.6% 88.9% not rated under FTSE Shariah
25 of 454 listed holdings carry our own per-methodology verdicts (8% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 20 (7% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| US TREASURY N/B | 7.95% |
| US TREASURY N/B | 4.04% |
| US TREASURY N/B | 3.38% |
| US TREASURY N/B | 3.15% |
| US TREASURY N/B | 2.76% |
| US TREASURY N/B | 2.54% |
| US TREASURY N/B | 2.09% |
| US TREASURY N/B | 2.09% |
| US TREASURY N/B | 2.03% |
| US TREASURY N/B | 1.88% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
LoCorr Hedged Core Fund (LHEAX) 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 |
|---|---|---|
| US BANK MMDA - USBGFS 9not matched to a ticker | 9.22% | Not screened |
| US TREASURY N/Bnot matched to a ticker | 7.95% | Non-compliant |
| Galaxy Commodity-Polaris II Fund LLCnot matched to a ticker | 7.87% | Not screened |
| US TREASURY N/Bnot matched to a ticker | 4.04% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 3.38% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 3.15% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.76% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.54% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.09% | Non-compliant |
| US TREASURY N/Bnot matched to a ticker | 2.09% | Non-compliant |
Top 10 of 454 holdings, 45.1% 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 LHEAX. 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.