LSVFXETF / FundLSV Global Managed Volatility Fund
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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.
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LSV Global Managed Volatility Fund · ADVISORS' INNER CIRCLE FUND
145 holdings
NON-COMPLIANT 62.34% of portfolio weight is in non-compliant holdings, over the 5% threshold.
145 holdings, 127 matched (89% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
3.51% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (108 of 145 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.
25.0% compliant 1.0% questionable 62.3% non-compliant 10.5% unscreened
All holdings (145)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| CSCO CISCO SYSTEMS, INC. | COMPLIANT | 3.02% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| BMY BRISTOL-MYERS SQUIBB COMPANY | NON_COMPLIANT | 1.99% | AAOIFI37.3% Usmani51.1% Dow Jones Islamic42.2% S&P Shariah44.8% MSCI Islamic51.1% MSCI Islamic M-Series44.8% FTSE Shariah48.9% |
| JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY | UNSCREENED | 1.81% | no in-house ratios for this holding |
| ARW ARROW ELECTRONICS, INC. | COMPLIANT | 1.55% | AAOIFI17.6% Usmani5.7% Dow Jones Islamic29.5% S&P Shariah30.6% MSCI Islamic5.7% MSCI Islamic M-Series30.6% FTSE Shariah5.7% |
| BNY The Bank of New York Mellon Corporation | NON_COMPLIANT | 1.40% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| SNX TD SYNNEX CORPORATION | COMPLIANT | 1.38% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 1.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HPQ HP INC. | NON_COMPLIANT | 1.27% | AAOIFI36.8% Usmani22.6% Dow Jones Islamic42.8% S&P Shariah41.1% MSCI Islamic22.6% MSCI Islamic M-Series41.1% FTSE Shariah20.0% |
| NVS Novartis AG | COMPLIANT | 1.26% | AAOIFI12.5% Usmani25.9% Dow Jones Islamic11.8% S&P Shariah12.6% MSCI Islamic25.9% MSCI Islamic M-Series12.6% FTSE Shariah25.9% |
| VZ VERIZON COMMUNICATIONS INC. | NON_COMPLIANT | 1.26% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| XOM EXXONMOBIL HOLDINGS CORPORATION | COMPLIANT | 1.25% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| MO Altria Group, Inc. | NON_COMPLIANT | 1.23% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| KTB1.F KRUNG THAI BANK PUBLIC COMPANY LIMITED | NON_COMPLIANT | 1.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JNJ JOHNSON & JOHNSON | COMPLIANT | 1.15% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| NEU NewMarket Corporation | COMPLIANT | 1.07% | AAOIFI11.5% Usmani26.0% Dow Jones Islamic15.1% S&P Shariah16.2% MSCI Islamic26.0% MSCI Islamic M-Series16.2% FTSE Shariah23.6% |
| AVT AVNET, INC. | NON_COMPLIANT | 1.04% | AAOIFI46.0% Usmani22.5% Dow Jones Islamic70.8% S&P Shariah74.3% MSCI Islamic22.5% MSCI Islamic M-Series74.3% FTSE Shariah20.8% |
| BWA BORGWARNER INC. | NON_COMPLIANT | 1.03% | AAOIFI30.1% Usmani29.2% Dow Jones Islamic43.9% S&P Shariah46.5% MSCI Islamic29.2% MSCI Islamic M-Series46.5% FTSE Shariah27.7% |
| TTE.PA TOTALENERGIES SE | NON_COMPLIANT | 1.03% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| DBX DROPBOX, INC. | NON_COMPLIANT | 1.02% | AAOIFI5.2% Usmani23.9% Dow Jones Islamic6.1% S&P Shariah6.3% MSCI Islamic13.8% MSCI Islamic M-Series6.3% FTSE Shariah0.0% |
| T AT&T INC. | NON_COMPLIANT | 1.02% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| CMCSA COMCAST CORPORATION | NON_COMPLIANT | 1.01% | AAOIFI116.3% Usmani35.1% Dow Jones Islamic144.7% S&P Shariah134.9% MSCI Islamic35.1% MSCI Islamic M-Series134.9% FTSE Shariah35.1% |
| ORI OLD REPUBLIC INTERNATIONAL CORPORATION | NON_COMPLIANT | 1.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UQA.VI UNIQA Insurance Group AG | NON_COMPLIANT | 0.99% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Magyar Telekom Tavkozlesi Nyilvanosan Mukodo Reszvenytarsasag | UNSCREENED | 0.99% | no in-house ratios for this holding |
| PFE PFIZER INC. | NON_COMPLIANT | 0.99% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| SHEL SHELL PLC | NON_COMPLIANT | 0.98% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| GOOG ALPHABET INC. | QUESTIONABLE | 0.96% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| KR THE KROGER CO. | NON_COMPLIANT | 0.93% | AAOIFI66.2% Usmani45.5% Dow Jones Islamic54.1% S&P Shariah57.6% MSCI Islamic45.5% MSCI Islamic M-Series57.6% FTSE Shariah31.1% |
| 3988.HK BANK OF CHINA LIMITED | NON_COMPLIANT | 0.93% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 7751.T CANON INC. | COMPLIANT | 0.92% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| DOX Amdocs Limited | COMPLIANT | 0.90% | AAOIFI12.6% Usmani12.4% Dow Jones Islamic9.2% S&P Shariah8.9% MSCI Islamic12.4% MSCI Islamic M-Series8.9% FTSE Shariah10.1% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | COMPLIANT | 0.89% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| 6448.T BROTHER INDUSTRIES, LTD. | COMPLIANT | 0.87% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BNS.TO THE BANK OF NOVA SCOTIA | NON_COMPLIANT | 0.87% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SWED-A.ST Swedbank AB | NON_COMPLIANT | 0.86% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CM.TO CANADIAN IMPERIAL BANK OF COMMERCE | NON_COMPLIANT | 0.85% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| REP.MC Repsol, S.A. | NON_COMPLIANT | 0.85% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| CROWN HOLDINGS, INC. | UNSCREENED | 0.84% | no in-house ratios for this holding |
| MPC MARATHON PETROLEUM CORPORATION | NON_COMPLIANT | 0.83% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| KIFF.F KIATNAKIN PHATRA BANK PUBLIC COMPANY LIMITED | NON_COMPLIANT | 0.81% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 017670.KS SK TELECOM CO., LTD. | NON_COMPLIANT | 0.81% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 1015.KL AMMB HOLDINGS BERHAD | NON_COMPLIANT | 0.80% | AAOIFI61.6% Usmani6.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic6.6% MSCI Islamic M-Seriesfail FTSE Shariah6.6% |
| ERIC-B.ST Telefonaktiebolaget LM Ericsson | COMPLIANT | 0.79% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| TAP MOLSON COORS BEVERAGE COMPANY | NON_COMPLIANT | 0.78% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| ENI.MI ENI S.P.A. | NON_COMPLIANT | 0.77% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ALV AUTOLIV, INC. | COMPLIANT | 0.77% | AAOIFI23.9% Usmani25.8% Dow Jones Islamic26.7% S&P Shariah26.6% MSCI Islamic25.8% MSCI Islamic M-Series26.6% FTSE Shariah24.0% |
| UNM UNUM GROUP | NON_COMPLIANT | 0.77% | AAOIFI24.7% Usmani5.9% Dow Jones Islamic29.4% S&P Shariah32.7% MSCI Islamic5.9% MSCI Islamic M-Series32.7% FTSE Shariah5.9% |
| KHC THE KRAFT HEINZ COMPANY | NON_COMPLIANT | 0.76% | AAOIFI64.5% Usmani26.0% Dow Jones Islamic63.2% S&P Shariah58.9% MSCI Islamic26.0% MSCI Islamic M-Series58.9% FTSE Shariah26.0% |
| TXT TEXTRON INC. | NON_COMPLIANT | 0.76% | AAOIFI3.1% Usmani2.2% Dow Jones Islamic2.8% S&P Shariah2.7% MSCI Islamic2.2% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| HIG THE HARTFORD INSURANCE GROUP, INC. | NON_COMPLIANT | 0.76% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| 0288.HK WH GROUP LIMITED | NON_COMPLIANT | 0.76% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| INCY INCYTE CORPORATION | COMPLIANT | 0.75% | AAOIFI0.1% Usmani0.7% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| CVS CVS HEALTH CORPORATION | NON_COMPLIANT | 0.75% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| AGEAS SA | UNSCREENED | 0.74% | no in-house ratios for this holding |
| HPE HEWLETT PACKARD ENTERPRISE COMPANY | NON_COMPLIANT | 0.73% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| TSCO.L TESCO PLC | NON_COMPLIANT | 0.72% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MUSA MURPHY USA INC. | COMPLIANT | 0.71% | AAOIFI29.4% Usmani56.5% Dow Jones Islamic30.8% S&P Shariah31.4% MSCI Islamic54.3% MSCI Islamic M-Series31.4% FTSE Shariah43.0% |
| VATN.SW Valiant Holding AG | NON_COMPLIANT | 0.70% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NTCT NETSCOUT SYSTEMS, INC. | COMPLIANT | 0.69% | AAOIFI1.5% Usmani1.7% Dow Jones Islamic2.0% S&P Shariah2.2% MSCI Islamic1.7% MSCI Islamic M-Series2.2% FTSE Shariah0.0% |
| HEIO.AS Heineken Holding N.V. | NON_COMPLIANT | 0.68% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MTG MGIC INVESTMENT CORPORATION | NON_COMPLIANT | 0.67% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HRB H & R BLOCK, INC. | NON_COMPLIANT | 0.67% | AAOIFI34.8% Usmani64.6% Dow Jones Islamic34.1% S&P Shariah33.8% MSCI Islamic64.6% MSCI Islamic M-Series33.8% FTSE Shariah45.8% |
| 1066.KL RHB BANK BERHAD | NON_COMPLIANT | 0.67% | AAOIFI43.2% Usmani4.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic4.4% MSCI Islamic M-Seriesfail FTSE Shariah4.4% |
| EOG EOG RESOURCES, INC. | COMPLIANT | 0.67% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| EXEL EXELIXIS, INC. | COMPLIANT | 0.67% | AAOIFI1.2% Usmani6.7% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic6.7% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| NFG NATIONAL FUEL GAS COMPANY | NON_COMPLIANT | 0.66% | AAOIFI44.7% Usmani34.1% Dow Jones Islamic50.5% S&P Shariah57.4% MSCI Islamic34.1% MSCI Islamic M-Series57.4% FTSE Shariah34.1% |
| COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA | UNSCREENED | 0.65% | no in-house ratios for this holding |
| IMB.L IMPERIAL BRANDS PLC | NON_COMPLIANT | 0.65% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GEN GEN DIGITAL INC. | NON_COMPLIANT | 0.64% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| N/A | UNSCREENED | 0.63% | no in-house ratios for this holding |
| G GENPACT LIMITED | NON_COMPLIANT | 0.63% | AAOIFI22.3% Usmani26.1% Dow Jones Islamic19.6% S&P Shariah20.7% MSCI Islamic25.8% MSCI Islamic M-Series20.7% FTSE Shariah21.8% |
| PROGRESS SOFTWARE CORPORATION | UNSCREENED | 0.62% | no in-house ratios for this holding |
| D05.SI DBS GROUP HOLDINGS LTD | NON_COMPLIANT | 0.61% | AAOIFI33.5% Usmani8.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic8.4% MSCI Islamic M-Seriesfail FTSE Shariah8.4% |
| 6178.T JAPAN POST HOLDINGS Co.,Ltd. | NON_COMPLIANT | 0.61% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AZJ.AX AURIZON HOLDINGS LIMITED | NON_COMPLIANT | 0.61% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VIV TELEFONICA BRASIL S.A | COMPLIANT | 0.60% | AAOIFI18.3% Usmani15.9% Dow Jones Islamic14.8% S&P Shariah17.5% MSCI Islamic15.9% MSCI Islamic M-Series17.5% FTSE Shariah15.9% |
| 0857.HK PetroChina Company Limited | COMPLIANT | 0.59% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| INGR INGREDION INCORPORATED | COMPLIANT | 0.58% | AAOIFI28.1% Usmani22.1% Dow Jones Islamic23.4% S&P Shariah24.2% MSCI Islamic22.1% MSCI Islamic M-Series24.2% FTSE Shariah22.1% |
| FOX FOX CORPORATION | NON_COMPLIANT | 0.57% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| 1339.HK The People's Insurance Company (Group) of China Limited | NON_COMPLIANT | 0.57% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Endesa, Sociedad Anonima | UNSCREENED | 0.57% | no in-house ratios for this holding |
| 7181.T JAPAN POST INSURANCE Co.,Ltd. | NON_COMPLIANT | 0.56% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SOCIETE BIC S.A. | UNSCREENED | 0.56% | no in-house ratios for this holding |
| 6724.T SEIKO EPSON CORPORATION | COMPLIANT | 0.56% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| 033780.KS KT&G Corporation | NON_COMPLIANT | 0.56% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SAIC SCIENCE APPLICATIONS INTERNATIONAL CORPORATION | NON_COMPLIANT | 0.53% | AAOIFI50.6% Usmani49.9% Dow Jones Islamic53.5% S&P Shariah49.8% MSCI Islamic49.9% MSCI Islamic M-Series49.8% FTSE Shariah45.8% |
| CTC-A.TO CANADIAN TIRE CORPORATION, LIMITED | NON_COMPLIANT | 0.52% | AAOIFI77.2% Usmani46.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic35.6% MSCI Islamic M-Seriesfail FTSE Shariah35.6% |
| ZM ZOOM COMMUNICATIONS, INC. | COMPLIANT | 0.52% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.4% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| C07.SI JARDINE CYCLE & CARRIAGE LIMITED | NON_COMPLIANT | 0.51% | AAOIFI88.6% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic22.4% MSCI Islamic M-Seriesfail FTSE Shariah22.4% |
| ALLISON TRANSMISSION HOLDINGS, INC. | UNSCREENED | 0.51% | no in-house ratios for this holding |
| PIRC.MI PIRELLI & C. S.P.A. | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| 9147.T NIPPON EXPRESS HOLDINGS, INC. | NON_COMPLIANT | 0.50% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CI THE CIGNA GROUP | NON_COMPLIANT | 0.50% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| U11.SI UNITED OVERSEAS BANK LIMITED | NON_COMPLIANT | 0.49% | AAOIFI65.6% Usmani7.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic7.9% MSCI Islamic M-Seriesfail FTSE Shariah7.9% |
| Alfresa Holdings Corporation | UNSCREENED | 0.48% | no in-house ratios for this holding |
| DMC Del Monte Corporation | NON_COMPLIANT | 0.48% | AAOIFI39.3% Usmani17.6% Dow Jones Islamic38.1% S&P Shariah42.5% MSCI Islamic17.6% MSCI Islamic M-Series42.5% FTSE Shariah12.8% |
| ALL THE ALLSTATE CORPORATION | NON_COMPLIANT | 0.47% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| BT-A.L BT GROUP PLC | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MRK MERCK & CO., INC. | COMPLIANT | 0.47% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| YAR.OL YARA INTERNATIONAL ASA | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| AD.AS Koninklijke Ahold Delhaize N.V. | NON_COMPLIANT | 0.46% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CA.PA CARREFOUR SA | NON_COMPLIANT | 0.46% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SON SONOCO PRODUCTS COMPANY | NON_COMPLIANT | 0.45% | AAOIFI101.6% Usmani45.7% Dow Jones Islamic108.8% S&P Shariah106.8% MSCI Islamic45.2% MSCI Islamic M-Series106.8% FTSE Shariah42.4% |
| EXC EXELON CORPORATION | NON_COMPLIANT | 0.45% | AAOIFI109.9% Usmani42.1% Dow Jones Islamic115.7% S&P Shariah124.5% MSCI Islamic42.1% MSCI Islamic M-Series124.5% FTSE Shariah42.1% |
| ADBE ADOBE INC. | COMPLIANT | 0.45% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| Colruyt Group NV | UNSCREENED | 0.44% | no in-house ratios for this holding |
| MAXIMUS, INC. | UNSCREENED | 0.43% | no in-house ratios for this holding |
| ADT ADT INC. | NON_COMPLIANT | 0.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ANDR.VI Andritz AG | COMPLIANT | 0.42% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| DLB DOLBY LABORATORIES, INC. | COMPLIANT | 0.42% | AAOIFI0.8% Usmani1.5% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.5% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| LOG.MC Logista Integral, S.A. | NON_COMPLIANT | 0.42% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 6770.T ALPS ALPINE CO., LTD. | NON_COMPLIANT | 0.42% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| GIS GENERAL MILLS, INC. | NON_COMPLIANT | 0.42% | AAOIFI81.9% Usmani45.8% Dow Jones Islamic55.0% S&P Shariah49.4% MSCI Islamic45.8% MSCI Islamic M-Series49.4% FTSE Shariah44.5% |
| 024110.KS INDUSTRIAL BANK OF KOREA | NON_COMPLIANT | 0.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 7752.T RICOH COMPANY,LTD. | NON_COMPLIANT | 0.39% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ES Eversource Energy | NON_COMPLIANT | 0.39% | AAOIFI108.8% Usmani45.9% Dow Jones Islamic122.9% S&P Shariah132.3% MSCI Islamic45.9% MSCI Islamic M-Series132.3% FTSE Shariah45.9% |
| BATS.L BRITISH AMERICAN TOBACCO P.L.C. | NON_COMPLIANT | 0.38% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ORA.PA ORANGE SA | NON_COMPLIANT | 0.38% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| GSK GSK PLC | COMPLIANT | 0.37% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| FRAS.L FRASERS GROUP PLC | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 1766.HK CRRC Corporation Limited | NON_COMPLIANT | 0.36% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| WU THE WESTERN UNION COMPANY | NON_COMPLIANT | 0.35% | AAOIFI104.5% Usmani31.5% Dow Jones Islamic91.2% S&P Shariah83.5% MSCI Islamic31.5% MSCI Islamic M-Series83.5% FTSE Shariah31.5% |
| 029780.KS SAMSUNG CARD CO.,LTD | NON_COMPLIANT | 0.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GILD GILEAD SCIENCES, INC. | COMPLIANT | 0.35% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| 8078.T Hanwa Co., Ltd. | NON_COMPLIANT | 0.34% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| NVG.LS THE NAVIGATOR COMPANY, S.A. | NON_COMPLIANT | 0.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| POST Post Holdings, Inc. | NON_COMPLIANT | 0.33% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| VTECH HOLDINGS LIMITED | UNSCREENED | 0.33% | no in-house ratios for this holding |
| 4202.T Daicel Corporation | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 000270.KS KIA CORPORATION | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Muenchener Rueckversicherungs-Gesellschaft Aktiengesellschaft in Muenchen | UNSCREENED | 0.32% | no in-house ratios for this holding |
| MATTEL, INC. | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ASII.JK PT Astra International Tbk | NON_COMPLIANT | 0.31% | AAOIFI60.1% Usmani22.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic21.7% MSCI Islamic M-Seriesfail FTSE Shariah21.7% |
| SNY SANOFI SA | COMPLIANT | 0.31% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| Daiwabo Holdings Co.,Ltd. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| 8418.T Yamaguchi Financial Group, Inc. | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 3292.T AEON REIT Investment Corporation. | NON_COMPLIANT | 0.27% | AAOIFI77.3% Usmani41.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic41.8% MSCI Islamic M-Seriesfail FTSE Shariah41.8% |
| 030200.KS KT CORPORATION | NON_COMPLIANT | 0.26% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| STG.CO SCANDINAVIAN TOBACCO GROUP A/S | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ALV.DE Allianz SE | NON_COMPLIANT | 0.22% | AAOIFI20.8% Usmani3.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic3.4% MSCI Islamic M-Seriesfail FTSE Shariah3.4% |
| AEP AMERICAN ELECTRIC POWER COMPANY, INC. | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NMFC NEW MOUNTAIN FINANCE CORPORATION | NON_COMPLIANT | 0.22% | AAOIFI188.7% Usmani55.7% Dow Jones Islamic150.8% S&P Shariah147.2% MSCI Islamic55.7% MSCI Islamic M-Series147.2% FTSE Shariah55.7% |
| 2385.TW CHICONY ELECTRONICS CO., LTD. | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| VSNT Versant Media Group, Inc. | NON_COMPLIANT | 0.06% | AAOIFI58.2% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.2% MSCI Islamic M-Seriesfail FTSE Shariah23.2% |
| NK LUKOIL PAO | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 17 points of portfolio weight — 36.4% of it passes Usmani, 19.8% passes MSCI Islamic M-Series. 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 27.4% ratios fail on 57.9% 13.5% not rated under AAOIFI
ratios pass on 36.4% ratios fail on 47.8% 14.5% not rated under Usmani
ratios pass on 20.8% ratios fail on 62.4% 15.5% not rated under Dow Jones Islamic
ratios pass on 21.4% ratios fail on 61.9% 15.5% not rated under S&P Shariah
ratios pass on 24.8% ratios fail on 56.4% 17.5% not rated under MSCI Islamic
ratios pass on 19.8% ratios fail on 63.5% 15.5% not rated under MSCI Islamic M-Series
ratios pass on 34.3% ratios fail on 47.9% 16.6% not rated under FTSE Shariah
127 of 145 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 73 (56% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BMY BRISTOL-MYERS SQUIBB COMPANY | 1.99% |
| BNY The Bank of New York Mellon Corporation | 1.40% |
| HSBA.L HSBC HOLDINGS PLC | 1.37% |
| HPQ HP INC. | 1.27% |
| VZ VERIZON COMMUNICATIONS INC. | 1.26% |
| MO Altria Group, Inc. | 1.23% |
| KTB1.F KRUNG THAI BANK PUBLIC COMPANY LIMITED | 1.22% |
| AVT AVNET, INC. | 1.04% |
| BWA BORGWARNER INC. | 1.03% |
| TTE.PA TOTALENERGIES SE | 1.03% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
LSV Global Managed Volatility Fund (LSVFX) 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.
Screened on its holdings, not its name
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 |
|---|---|---|
| CSCOCISCO SYSTEMS, INC. | 3.02% | Compliant |
| BMYBRISTOL-MYERS SQUIBB COMPANY | 1.99% | Non-compliant |
| JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANYnot matched to a ticker | 1.81% | Not screened |
| ARWARROW ELECTRONICS, INC. | 1.55% | Compliant |
| BNYThe Bank of New York Mellon Corporation | 1.40% | Non-compliant |
| SNXTD SYNNEX CORPORATION | 1.38% | Compliant |
| HSBA.LHSBC HOLDINGS PLC | 1.37% | Non-compliant |
| HPQHP INC. | 1.27% | Non-compliant |
| NVSNovartis AG | 1.26% | Compliant |
| VZVERIZON COMMUNICATIONS INC. | 1.26% | Non-compliant |
Top 10 of 145 holdings, 16.3% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- BMYnon-compliant1.99%
- JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANYnot screened1.81%
- BNYnon-compliant1.40%
- HSBA.Lnon-compliant1.37%
- HPQnon-compliant1.27%
- VZnon-compliant1.26%
What changed, and when
Verdict history for LSVFX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for LSVFX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 64.30 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 185.13 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 2.79 | BUY |
| Momentum (10) | 0.36 | BUY |
| EMA (10) | 13.07 | BUY |
| SMA (10) | 13.03 | BUY |
| EMA (20) | 13.03 | BUY |
| SMA (20) | 12.95 | BUY |
| EMA (30) | 13.02 | BUY |
| SMA (30) | 13.01 | BUY |
| EMA (50) | 13.00 | BUY |
| SMA (50) | 13.10 | BUY |
| EMA (100) | 12.80 | BUY |
| SMA (100) | 12.85 | BUY |
| EMA (200) | 12.28 | BUY |
| SMA (200) | 12.32 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.