Verdicts genuinely change. Free email alert the moment MCBGX'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.
MFS Core Bond Fund · MFS Series Trust XII
318 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 59.14% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 41% turns out to be. Matching more holdings can only raise this share, never lower it.
41.88% 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.
318 holdings, 204 matched (60% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
6.70% of this portfolio’s income is non-permissible — weighted across holdings, computed over 15% of portfolio weight (62 of 318 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 |
|---|---|---|---|
| United States of America | NON_COMPLIANT | 4.19% | no in-house ratios for this holding |
| MFS Institutional Money Market Portfolio | UNSCREENED | 3.28% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 2.60% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 2.57% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.49% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.28% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.28% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 1.19% | no in-house ratios for this holding |
| FNMA or FHLMC | NON_COMPLIANT | 1.17% | no in-house ratios for this holding |
| NTT Finance Corp. | UNSCREENED | 1.15% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.14% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 1.08% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.06% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.91% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.87% | no in-house ratios for this holding |
| FNMA or FHLMC | NON_COMPLIANT | 0.79% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.78% | no in-house ratios for this holding |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.77% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Dryden 86 CLO Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Dryden 68 CLO Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Bain Capital Credit CLO Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Dryden 113 CLO Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Shackleton 2019-XIV CLO Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Oaktree CLO Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| MF1 Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd. | UNSCREENED | 0.73% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.66% | no in-house ratios for this holding |
| Boston Properties LP | UNSCREENED | 0.65% | no in-house ratios for this holding |
| E Eni SpA | NON_COMPLIANT | 0.60% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| Anglo American Capital plc | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Ashtead Capital, Inc. | UNSCREENED | 0.58% | no in-house ratios for this holding |
| 8306.T Mitsubishi UFJ Financial Group, Inc. | NON_COMPLIANT | 0.58% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FNMA | NON_COMPLIANT | 0.58% | no in-house ratios for this holding |
| Bain Capital Credit CLO Ltd. | UNSCREENED | 0.58% | no in-house ratios for this holding |
| SMBC Aviation Capital Finance DAC | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Bayer US Finance LLC | UNSCREENED | 0.57% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.56% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.55% | no in-house ratios for this holding |
| Diageo Capital plc | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Alcon Finance Corp. | UNSCREENED | 0.53% | no in-house ratios for this holding |
| TRTX Issuer Ltd. | UNSCREENED | 0.53% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| BDS LLC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| WM Waste Management, Inc. | COMPLIANT | 0.51% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| MSWF Commercial Mortgage Trust | UNSCREENED | 0.51% | no in-house ratios for this holding |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Wells Fargo Commercial Mortgage Trust | UNSCREENED | 0.50% | no in-house ratios for this holding |
| ACRES Commercial Realty Issuer LLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| MF1 LLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| LPL Holdings, Inc. | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Stellantis Finance US, Inc. | UNSCREENED | 0.49% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| ENB.TO Enbridge, Inc. | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PAA Plains All American Pipeline LP | NON_COMPLIANT | 0.48% | AAOIFI47.6% Usmani29.6% Dow Jones Islamic68.6% S&P Shariah74.7% MSCI Islamic29.6% MSCI Islamic M-Series74.7% FTSE Shariah28.9% |
| MF1 LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.47% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.46% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.46% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 0.46% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| ARDN Mortgage Trust | UNSCREENED | 0.46% | no in-house ratios for this holding |
| BAT International Finance plc | UNSCREENED | 0.46% | no in-house ratios for this holding |
| East Ohio Gas Co. (The) | UNSCREENED | 0.46% | no in-house ratios for this holding |
| MF1 | UNSCREENED | 0.45% | no in-house ratios for this holding |
| 2914.T Japan Tobacco, Inc. | NON_COMPLIANT | 0.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FHLMC Pool | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COF Capital One Financial Corp. | NON_COMPLIANT | 0.45% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| DCP Midstream Operating LP | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Anheuser-Busch InBev Worldwide, Inc. | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Venture 43 CLO Ltd. | UNSCREENED | 0.43% | no in-house ratios for this holding |
| AerCap Ireland Capital DAC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Anheuser-Busch InBev Worldwide, Inc. | UNSCREENED | 0.43% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BANK | UNSCREENED | 0.43% | no in-house ratios for this holding |
| PNC PNC Financial Services Group, Inc. (The) | NON_COMPLIANT | 0.43% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.43% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Metropolitan Life Global Funding I | UNSCREENED | 0.42% | no in-house ratios for this holding |
| TRGP Targa Resources Corp. | NON_COMPLIANT | 0.42% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| MQG.AX Macquarie Group Ltd. | NON_COMPLIANT | 0.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Aspire Mortgage Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| BDS LLC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| RCI-B.TO Rogers Communications, Inc. | NON_COMPLIANT | 0.39% | AAOIFI162.3% Usmani52.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic49.1% MSCI Islamic M-Seriesfail FTSE Shariah49.1% |
| ET Energy Transfer LP | NON_COMPLIANT | 0.39% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| BDS LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| ARW Arrow Electronics, Inc. | COMPLIANT | 0.38% | AAOIFI17.6% Usmani5.7% Dow Jones Islamic29.5% S&P Shariah30.6% MSCI Islamic5.7% MSCI Islamic M-Series30.6% FTSE Shariah5.7% |
| GNMA | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| Duke Energy Carolinas LLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| PFP Ltd. | UNSCREENED | 0.34% | no in-house ratios for this holding |
| AVGO Broadcom, Inc. | COMPLIANT | 0.34% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| Duke Energy Progress LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| HUM Humana, Inc. | NON_COMPLIANT | 0.33% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| MS Morgan Stanley | NON_COMPLIANT | 0.33% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| PMT Loan Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| STORE Master Funding LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| MAR Marriott International, Inc. | NON_COMPLIANT | 0.31% | AAOIFI1.3% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| GNMA | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| Pacific Gas and Electric Co. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| MAS Masco Corp. | COMPLIANT | 0.30% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| Greystone CRE Notes LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Santos Finance Ltd. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MF1 | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Arbor Realty Commercial Real Estate Notes LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MF1 Ltd. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| PLYM Commercial Mortgage Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| ELM Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| GPC Genuine Parts Co. | NON_COMPLIANT | 0.29% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| Dell Equipment Finance Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Chesapeake IV Funding DAC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Sequoia Mortgage Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| BX Commercial Mortgage Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MTN Commercial Mortgage Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Business Jet Securities LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| FNMA or FHLMC | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| PMT Loan Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| CRBG Corebridge Financial, Inc. | NON_COMPLIANT | 0.28% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| United States of America | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| ICE Intercontinental Exchange, Inc. | NON_COMPLIANT | 0.27% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| Massachusetts Educational Financing Authority | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Dwight Issuer LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| ATD.TO Alimentation Couche-Tard, Inc. | NON_COMPLIANT | 0.26% | AAOIFI30.2% Usmani49.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic37.8% MSCI Islamic M-Seriespass FTSE Shariah37.8% |
| MS Morgan Stanley | NON_COMPLIANT | 0.26% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| GNMA | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| FFH.TO Fairfax Financial Holdings Ltd. | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Verus Securitization Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.25% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| VOD.L Vodafone Group plc | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CPS Auto Receivables Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| EQIX Equinix, Inc. | COMPLIANT | 0.24% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| FISV Fiserv, Inc. | NON_COMPLIANT | 0.23% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| FNMA | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Pacific Gas and Electric Co. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Mars, Inc. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| ROP Roper Technologies, Inc. | NON_COMPLIANT | 0.23% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| FHLMC Pool | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| ORCL Oracle Corp. | NON_COMPLIANT | 0.23% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| BRO Brown & Brown, Inc. | NON_COMPLIANT | 0.23% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| Glencore Funding LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CCI Crown Castle, Inc. | NON_COMPLIANT | 0.23% | AAOIFI67.9% Usmani108.8% Dow Jones Islamic61.9% S&P Shariah60.7% MSCI Islamic108.8% MSCI Islamic M-Series60.7% FTSE Shariah84.8% |
| Avolon Holdings Funding Ltd. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Enterprise Fleet Financing LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| UNH UnitedHealth Group, Inc. | NON_COMPLIANT | 0.22% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.22% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| CRBG Corebridge Financial, Inc. | NON_COMPLIANT | 0.22% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| Adventist Health System | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Provident Funding Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| BANK5 | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.21% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Sabine Pass Liquefaction LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| FFH.TO Fairfax Financial Holdings Ltd. | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Benchmark Mortgage Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| VRSK Verisk Analytics, Inc. | QUESTIONABLE | 0.21% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| FHLMC | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MPC Marathon Petroleum Corp. | NON_COMPLIANT | 0.20% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| FHLMC Pool | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| NI NiSource, Inc. | NON_COMPLIANT | 0.20% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| GPN Global Payments, Inc. | NON_COMPLIANT | 0.20% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| PFP Ltd. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.19% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| TMUS T-Mobile USA, Inc. | NON_COMPLIANT | 0.19% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| BX Commercial Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| ATD.TO Alimentation Couche-Tard, Inc. | NON_COMPLIANT | 0.19% | AAOIFI30.2% Usmani49.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic37.8% MSCI Islamic M-Seriespass FTSE Shariah37.8% |
| GLP Capital LP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Verus Securitization Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| TMUS T-Mobile USA, Inc. | NON_COMPLIANT | 0.18% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| LVS Las Vegas Sands Corp. | NON_COMPLIANT | 0.18% | AAOIFI53.8% Usmani76.7% Dow Jones Islamic44.9% S&P Shariah45.0% MSCI Islamic76.7% MSCI Islamic M-Series45.0% FTSE Shariah76.7% |
| Angel Oak Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.18% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| JEF Jefferies Financial Group, Inc. | NON_COMPLIANT | 0.18% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| EQIX Equinix, Inc. | COMPLIANT | 0.18% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| COLT Mortgage Loan Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| AON Aon Corp. | NON_COMPLIANT | 0.18% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| Rhode Island Student Loan Authority | UNSCREENED | 0.18% | no in-house ratios for this holding |
| KVUE Kenvue, Inc. | COMPLIANT | 0.17% | AAOIFI24.4% Usmani32.2% Dow Jones Islamic23.6% S&P Shariah24.1% MSCI Islamic32.2% MSCI Islamic M-Series24.1% FTSE Shariah31.7% |
| FNMA | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| ATD.TO Alimentation Couche-Tard, Inc. | NON_COMPLIANT | 0.17% | AAOIFI30.2% Usmani49.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic37.8% MSCI Islamic M-Seriespass FTSE Shariah37.8% |
| FHLMC Pool | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Business Jet Securities LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| DIS Walt Disney Co. (The) | NON_COMPLIANT | 0.16% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| GNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 0.15% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| GNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| CRM Salesforce, Inc. | COMPLIANT | 0.15% | AAOIFI20.9% Usmani38.1% Dow Jones Islamic18.3% S&P Shariah17.8% MSCI Islamic38.1% MSCI Islamic M-Series17.8% FTSE Shariah35.8% |
| VZ Verizon Communications, Inc. | NON_COMPLIANT | 0.15% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| CRM Salesforce, Inc. | COMPLIANT | 0.15% | AAOIFI20.9% Usmani38.1% Dow Jones Islamic18.3% S&P Shariah17.8% MSCI Islamic38.1% MSCI Islamic M-Series17.8% FTSE Shariah35.8% |
| Hyundai Auto Lease Securitization Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 0.14% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| GNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Santander Drive Auto Receivables Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| AEP American Electric Power Co., Inc. | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| LPL Holdings, Inc. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| ERAC USA Finance LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 0.10% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| GNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
The published standards disagree about this fund by 2 points of portfolio weight — 4.9% of it passes Dow Jones Islamic, 2.5% 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 4.1% ratios fail on 15.3% 83.0% not rated under AAOIFI
ratios pass on 2.9% ratios fail on 12.7% 86.7% not rated under Usmani
ratios pass on 4.9% ratios fail on 13.9% 83.6% not rated under Dow Jones Islamic
ratios pass on 4.6% ratios fail on 14.2% 83.6% not rated under S&P Shariah
ratios pass on 2.5% ratios fail on 13.1% 86.7% not rated under MSCI Islamic
ratios pass on 4.6% ratios fail on 14.2% 83.6% not rated under MSCI Islamic M-Series
ratios pass on 2.5% ratios fail on 13.1% 86.7% not rated under FTSE Shariah
52 of 318 listed holdings carry our own per-methodology verdicts (20% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 43 (16% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States of America | 4.19% |
| United States of America | 2.60% |
| United States of America | 2.57% |
| United States of America | 1.49% |
| United States of America | 1.28% |
| United States of America | 1.28% |
| FNMA | 1.19% |
| FNMA or FHLMC | 1.17% |
| United States of America | 1.14% |
| FHLMC Pool | 1.08% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS Core Bond Fund (MCBGX) 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 |
|---|---|---|
| United States of Americanot matched to a ticker | 4.19% | Non-compliant |
| MFS Institutional Money Market Portfolionot matched to a ticker | 3.28% | Not screened |
| United States of Americanot matched to a ticker | 2.60% | Non-compliant |
| United States of Americanot matched to a ticker | 2.57% | Non-compliant |
| United States of Americanot matched to a ticker | 1.49% | Non-compliant |
| United States of Americanot matched to a ticker | 1.28% | Non-compliant |
| United States of Americanot matched to a ticker | 1.28% | Non-compliant |
| FNMAnot matched to a ticker | 1.19% | Non-compliant |
| FNMA or FHLMCnot matched to a ticker | 1.17% | Non-compliant |
| NTT Finance Corp.not matched to a ticker | 1.15% | Not screened |
Top 10 of 318 holdings, 20.2% 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 MCBGX. 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) | 50.00 | NEUTRAL |
| Stochastic %K (14) | 76.92 | NEUTRAL |
| CCI (20) | 74.30 | NEUTRAL |
| Williams %R (14) | -23.08 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 1.10 | BUY |
| Momentum (10) | 0.10 | BUY |
| EMA (10) | 9.19 | BUY |
| SMA (10) | 9.18 | BUY |
| EMA (20) | 9.20 | BUY |
| SMA (20) | 9.17 | BUY |
| EMA (30) | 9.22 | SELL |
| SMA (30) | 9.21 | BUY |
| EMA (50) | 9.26 | SELL |
| SMA (50) | 9.28 | SELL |
| EMA (100) | 9.32 | SELL |
| SMA (100) | 9.35 | SELL |
| EMA (200) | 9.38 | SELL |
| SMA (200) | 9.41 | 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.