LVOSXETF / FundLord Abbett Value Opportunities Fund
Verdicts genuinely change. Free email alert the moment LVOSX'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.
Lord Abbett Value Opportunities Fund · LORD ABBETT SECURITIES TRUST
65 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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 39.42% of portfolio weight is in non-compliant holdings, over the 5% threshold.
65 holdings, 55 matched (89% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
3.24% of this portfolio’s income is non-permissible — weighted across holdings, computed over 81% 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.
49.7% compliant 0.0% questionable 39.1% non-compliant 11.3% unscreened
All holdings (65)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SEIC SEI Investments Co | NON_COMPLIANT | 2.85% | AAOIFI0.2% Usmani1.1% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| SIMO Silicon Motion Technology Corp | COMPLIANT | 2.62% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LECO Lincoln Electric Holdings Inc | COMPLIANT | 2.43% | AAOIFI8.0% Usmani31.5% Dow Jones Islamic9.6% S&P Shariah9.9% MSCI Islamic31.5% MSCI Islamic M-Series9.9% FTSE Shariah30.2% |
| SNX TD SYNNEX Corp | COMPLIANT | 2.43% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| LFUS Littelfuse Inc | COMPLIANT | 2.41% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| CR Crane Co | NON_COMPLIANT | 2.35% | AAOIFI9.3% Usmani27.7% Dow Jones Islamic10.7% S&P Shariah11.9% MSCI Islamic27.7% MSCI Islamic M-Series11.9% FTSE Shariah27.3% |
| EWBC East West Bancorp Inc | NON_COMPLIANT | 2.15% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| BRC Brady Corp | COMPLIANT | 2.02% | AAOIFI2.0% Usmani4.5% Dow Jones Islamic2.3% S&P Shariah2.5% MSCI Islamic4.5% MSCI Islamic M-Series2.5% FTSE Shariah0.8% |
| FBP First BanCorp/Puerto Rico | NON_COMPLIANT | 1.97% | AAOIFI6.7% Usmani1.5% Dow Jones Islamic8.6% S&P Shariah9.3% MSCI Islamic1.5% MSCI Islamic M-Series9.3% FTSE Shariah1.5% |
| ESI Element Solutions Inc | COMPLIANT | 1.92% | AAOIFI20.7% Usmani31.7% Dow Jones Islamic26.2% S&P Shariah28.2% MSCI Islamic31.7% MSCI Islamic M-Series28.2% FTSE Shariah30.2% |
| WTM White Mountains Insurance Group Ltd | NON_COMPLIANT | 1.92% | AAOIFI17.8% Usmani6.8% Dow Jones Islamic18.9% S&P Shariah19.8% MSCI Islamic6.8% MSCI Islamic M-Series19.8% FTSE Shariah6.8% |
| TXRH Texas Roadhouse Inc | NON_COMPLIANT | 1.91% | AAOIFI8.7% Usmani29.6% Dow Jones Islamic9.3% S&P Shariah10.1% MSCI Islamic29.6% MSCI Islamic M-Series10.1% FTSE Shariah1.4% |
| IPAR Interparfums Inc | COMPLIANT | 1.85% | AAOIFI4.3% Usmani10.9% Dow Jones Islamic4.6% S&P Shariah4.5% MSCI Islamic10.9% MSCI Islamic M-Series4.5% FTSE Shariah9.6% |
| UTHR United Therapeutics Corp | NON_COMPLIANT | 1.85% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EXPE Expedia Group Inc | NON_COMPLIANT | 1.82% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| MGR Affiliated Managers Group Inc | NON_COMPLIANT | 1.82% | AAOIFI33.2% Usmani31.9% Dow Jones Islamic526.5% S&P Shariah509.8% MSCI Islamic31.9% MSCI Islamic M-Series509.8% FTSE Shariah31.9% |
| CDW Corp/DE | UNSCREENED | 1.79% | no in-house ratios for this holding |
| FTI TechnipFMC PLC | COMPLIANT | 1.76% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| WTFC Wintrust Financial Corp | NON_COMPLIANT | 1.72% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JBL Jabil Inc | COMPLIANT | 1.72% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| GOLF Acushnet Holdings Corp | COMPLIANT | 1.70% | AAOIFI18.5% Usmani36.4% Dow Jones Islamic20.0% S&P Shariah21.2% MSCI Islamic36.4% MSCI Islamic M-Series21.2% FTSE Shariah36.4% |
| GMED Globus Medical Inc | COMPLIANT | 1.69% | AAOIFI1.1% Usmani2.0% Dow Jones Islamic1.1% S&P Shariah1.2% MSCI Islamic2.0% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| CW Curtiss-Wright Corp | NON_COMPLIANT | 1.67% | AAOIFI5.7% Usmani21.1% Dow Jones Islamic5.9% S&P Shariah7.1% MSCI Islamic21.1% MSCI Islamic M-Series7.1% FTSE Shariah17.5% |
| PR Permian Resources Corp | COMPLIANT | 1.66% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| MOH Molina Healthcare Inc | NON_COMPLIANT | 1.64% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| AerCap Holdings NV | UNSCREENED | 1.63% | no in-house ratios for this holding |
| First Industrial Realty Trust Inc | UNSCREENED | 1.62% | no in-house ratios for this holding |
| IDA IDACORP Inc | NON_COMPLIANT | 1.61% | AAOIFI43.9% Usmani33.8% Dow Jones Islamic52.0% S&P Shariah58.2% MSCI Islamic33.7% MSCI Islamic M-Series58.2% FTSE Shariah33.7% |
| MLI Mueller Industries Inc | COMPLIANT | 1.60% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.1% |
| LSTR Landstar System Inc | COMPLIANT | 1.58% | AAOIFI0.0% Usmani4.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DKS Dick's Sporting Goods Inc | NON_COMPLIANT | 1.58% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| LH Labcorp Holdings Inc | COMPLIANT | 1.58% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| VMI Valmont Industries Inc | COMPLIANT | 1.56% | AAOIFI9.4% Usmani25.2% Dow Jones Islamic11.5% S&P Shariah13.0% MSCI Islamic25.2% MSCI Islamic M-Series13.0% FTSE Shariah21.1% |
| YETI YETI Holdings Inc | COMPLIANT | 1.56% | AAOIFI6.7% Usmani19.4% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic19.4% MSCI Islamic M-Series7.7% FTSE Shariah7.7% |
| COKE Coca-Cola Consolidated Inc | COMPLIANT | 1.56% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RL Ralph Lauren Corp | COMPLIANT | 1.56% | AAOIFI13.4% Usmani39.2% Dow Jones Islamic15.7% S&P Shariah18.9% MSCI Islamic36.2% MSCI Islamic M-Series18.9% FTSE Shariah16.2% |
| DSGX Descartes Systems Group Inc/The | COMPLIANT | 1.55% | AAOIFI0.1% Usmani0.4% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.4% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| RS Reliance Inc | COMPLIANT | 1.53% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| P Everpure Inc | COMPLIANT | 1.53% | AAOIFI0.7% Usmani4.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic4.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| CBOE Cboe Global Markets Inc | NON_COMPLIANT | 1.52% | AAOIFI4.9% Usmani14.9% Dow Jones Islamic6.2% S&P Shariah6.8% MSCI Islamic14.9% MSCI Islamic M-Series6.8% FTSE Shariah13.6% |
| EME EMCOR Group Inc | COMPLIANT | 1.51% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| WSC WillScot Holdings Corp | NON_COMPLIANT | 1.51% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| TPG TPG Inc | NON_COMPLIANT | 1.46% | AAOIFI11.6% Usmani16.7% Dow Jones Islamic11.8% S&P Shariah13.1% MSCI Islamic16.7% MSCI Islamic M-Series13.1% FTSE Shariah16.7% |
| GH Guardant Health Inc | COMPLIANT | 1.45% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| Avient Corp | UNSCREENED | 1.42% | no in-house ratios for this holding |
| DTM DT Midstream Inc | COMPLIANT | 1.40% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| ST Sensata Technologies Holding PLC | NON_COMPLIANT | 1.40% | AAOIFI38.7% Usmani37.1% Dow Jones Islamic49.3% S&P Shariah48.0% MSCI Islamic36.8% MSCI Islamic M-Series48.0% FTSE Shariah36.8% |
| LII Lennox International Inc | COMPLIANT | 1.37% | AAOIFI12.0% Usmani38.7% Dow Jones Islamic8.3% S&P Shariah8.8% MSCI Islamic37.1% MSCI Islamic M-Series8.8% FTSE Shariah27.1% |
| AGCO Corp | UNSCREENED | 1.36% | no in-house ratios for this holding |
| CMS CMS Energy Corp | NON_COMPLIANT | 1.29% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| CACI International Inc | UNSCREENED | 1.28% | no in-house ratios for this holding |
| MC Moelis & Co | NON_COMPLIANT | 1.21% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AEIS Advanced Energy Industries Inc | COMPLIANT | 1.19% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| RYAN Ryan Specialty Holdings Inc | NON_COMPLIANT | 1.16% | AAOIFI36.4% Usmani31.8% Dow Jones Islamic63.0% S&P Shariah65.1% MSCI Islamic31.8% MSCI Islamic M-Series65.1% FTSE Shariah30.4% |
| RGEN Repligen Corp | COMPLIANT | 1.13% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| PAHC Phibro Animal Health Corp | NON_COMPLIANT | 1.12% | AAOIFI43.6% Usmani45.1% Dow Jones Islamic51.7% S&P Shariah64.2% MSCI Islamic45.1% MSCI Islamic M-Series64.2% FTSE Shariah41.3% |
| EXE Expand Energy Corp | COMPLIANT | 1.08% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| American Financial Group Inc/OH | UNSCREENED | 1.07% | no in-house ratios for this holding |
| G Genpact Ltd | NON_COMPLIANT | 1.02% | AAOIFI22.3% Usmani26.1% Dow Jones Islamic19.6% S&P Shariah20.7% MSCI Islamic25.8% MSCI Islamic M-Series20.7% FTSE Shariah21.8% |
| BLDR Builders FirstSource Inc | NON_COMPLIANT | 0.89% | AAOIFI91.9% Usmani46.3% Dow Jones Islamic41.1% S&P Shariah34.5% MSCI Islamic46.3% MSCI Islamic M-Series34.5% FTSE Shariah40.5% |
| NVMI Nova Ltd | UNRATED | 0.76% | AAOIFI7.6% Usmani33.9% Dow Jones Islamic8.4% S&P Shariah10.0% MSCI Islamic33.9% MSCI Islamic M-Series10.0% FTSE Shariah31.0% |
| Fidelity Investments | UNSCREENED | 0.72% | no in-house ratios for this holding |
| Fixed Income Clearing Corp. | UNSCREENED | 0.43% | no in-house ratios for this holding |
| ENPH Enphase Energy Inc | COMPLIANT | 0.41% | AAOIFI11.9% Usmani22.5% Dow Jones Islamic9.1% S&P Shariah6.3% MSCI Islamic22.5% MSCI Islamic M-Series6.3% FTSE Shariah21.0% |
| Citibank NA | UNSCREENED | 0.08% | no in-house ratios for this holding |
The published standards disagree about this fund by 20 points of portfolio weight — 55.6% of it passes AAOIFI, 35.7% passes MSCI Islamic. 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 55.6% ratios fail on 24.8% 20.5% not rated under AAOIFI
ratios pass on 39.2% ratios fail on 35.0% 26.7% not rated under Usmani
ratios pass on 49.6% ratios fail on 29.1% 22.2% not rated under Dow Jones Islamic
ratios pass on 48.4% ratios fail on 30.2% 22.2% not rated under S&P Shariah
ratios pass on 35.7% ratios fail on 43.2% 22.1% not rated under MSCI Islamic
ratios pass on 46.6% ratios fail on 32.1% 22.2% not rated under MSCI Islamic M-Series
ratios pass on 44.4% ratios fail on 32.9% 23.6% not rated under FTSE Shariah
55 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, 51 (83% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SEIC SEI Investments Co | 2.85% |
| CR Crane Co | 2.35% |
| EWBC East West Bancorp Inc | 2.15% |
| FBP First BanCorp/Puerto Rico | 1.97% |
| WTM White Mountains Insurance Group Ltd | 1.92% |
| TXRH Texas Roadhouse Inc | 1.91% |
| UTHR United Therapeutics Corp | 1.85% |
| EXPE Expedia Group Inc | 1.82% |
| MGR Affiliated Managers Group Inc | 1.82% |
| WTFC Wintrust Financial Corp | 1.72% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Lord Abbett Value Opportunities Fund (LVOSX) 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 |
|---|---|---|
| SEICSEI Investments Co | 2.85% | Non-compliant |
| SIMOSilicon Motion Technology Corp | 2.62% | Compliant |
| LECOLincoln Electric Holdings Inc | 2.43% | Compliant |
| SNXTD SYNNEX Corp | 2.43% | Compliant |
| LFUSLittelfuse Inc | 2.41% | Compliant |
| CRCrane Co | 2.35% | Non-compliant |
| EWBCEast West Bancorp Inc | 2.15% | Non-compliant |
| BRCBrady Corp | 2.02% | Compliant |
| FBPFirst BanCorp/Puerto Rico | 1.97% | Non-compliant |
| ESIElement Solutions Inc | 1.92% | Compliant |
Top 10 of 65 holdings, 23.1% 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.
- SEICnon-compliant2.85%
- CRnon-compliant2.35%
- EWBCnon-compliant2.15%
- FBPnon-compliant1.97%
- WTMnon-compliant1.92%
- TXRHnon-compliant1.91%
What changed, and when
Verdict history for LVOSX. 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 LVOSX 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 2 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) | 51.40 | NEUTRAL |
| Stochastic %K (14) | 57.89 | NEUTRAL |
| CCI (20) | 52.20 | NEUTRAL |
| Williams %R (14) | -42.11 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | -0.81 | SELL |
| Momentum (10) | -0.16 | SELL |
| EMA (10) | 19.60 | BUY |
| SMA (10) | 19.61 | BUY |
| EMA (20) | 19.61 | BUY |
| SMA (20) | 19.57 | BUY |
| EMA (30) | 19.65 | BUY |
| SMA (30) | 19.52 | BUY |
| EMA (50) | 19.72 | SELL |
| SMA (50) | 19.81 | SELL |
| EMA (100) | 19.72 | SELL |
| SMA (100) | 19.98 | SELL |
| EMA (200) | 19.28 | BUY |
| SMA (200) | 19.45 | 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.