MGBJXETF / FundMFS Global Opportunistic Bond Fund
Verdicts genuinely change. Free email alert the moment MGBJX'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 Global Opportunistic Bond Fund · MFS Series Trust X
867 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 At least 22.36% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 73% turns out to be. Matching more holdings can only raise this share, never lower it.
9.23% 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.
867 holdings, 339 matched (27% of weight). Portfolio as of 2026-08-31, filed 2026-10-27. Source: SEC Form N-PORT.
6.07% of this portfolio’s income is non-permissible — weighted across holdings, computed over 14% of portfolio weight (158 of 867 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.
All holdings (867) · showing 1–250
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| United Kingdom of Great Britain and Northern Ireland | UNSCREENED | 2.37% | no in-house ratios for this holding |
| United Kingdom of Great Britain and Northern Ireland | UNSCREENED | 2.32% | no in-house ratios for this holding |
| MFS Institutional Money Market Portfolio | UNSCREENED | 2.32% | no in-house ratios for this holding |
| Republic of Italy | UNSCREENED | 2.30% | no in-house ratios for this holding |
| People's Republic of China | UNSCREENED | 2.23% | no in-house ratios for this holding |
| People's Republic of China | UNSCREENED | 1.91% | no in-house ratios for this holding |
| Republic of Korea | UNSCREENED | 1.80% | no in-house ratios for this holding |
| Republic of Korea | UNSCREENED | 1.58% | no in-house ratios for this holding |
| United Kingdom of Great Britain and Northern Ireland | UNSCREENED | 1.20% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.19% | no in-house ratios for this holding |
| Republic of Korea | UNSCREENED | 1.05% | no in-house ratios for this holding |
| People's Republic of China | UNSCREENED | 1.02% | no in-house ratios for this holding |
| French Republic | UNSCREENED | 1.02% | no in-house ratios for this holding |
| United Kingdom of Great Britain and Northern Ireland | UNSCREENED | 0.99% | no in-house ratios for this holding |
| Republic of Italy | UNSCREENED | 0.97% | no in-house ratios for this holding |
| Federative Republic of Brazil | UNSCREENED | 0.92% | no in-house ratios for this holding |
| Republic of Peru | UNSCREENED | 0.85% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.84% | no in-house ratios for this holding |
| Japan | UNSCREENED | 0.77% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.69% | no in-house ratios for this holding |
| Hellenic Republic | UNSCREENED | 0.60% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.60% | no in-house ratios for this holding |
| Sovereign in right of New Zealand | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Japan | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Magyarorszag | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Sovereign in right of New Zealand | UNSCREENED | 0.57% | no in-house ratios for this holding |
| People's Republic of China | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Kingdom of Spain | UNSCREENED | 0.48% | no in-house ratios for this holding |
| Republic of Italy | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Japan | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Hellenic Republic | UNSCREENED | 0.42% | no in-house ratios for this holding |
| Sovereign in right of New Zealand | UNSCREENED | 0.41% | no in-house ratios for this holding |
| United Mexican States | UNSCREENED | 0.41% | no in-house ratios for this holding |
| People's Republic of China | UNSCREENED | 0.40% | no in-house ratios for this holding |
| Republic of Poland | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Bain Capital Credit CLO Ltd. | UNSCREENED | 0.38% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| French Republic | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Japan | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Republic of Italy | UNSCREENED | 0.34% | no in-house ratios for this holding |
| French Republic | UNSCREENED | 0.34% | no in-house ratios for this holding |
| CLH Clean Harbors, Inc. | COMPLIANT | 0.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Magyarorszag | UNSCREENED | 0.32% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.32% | no in-house ratios for this holding |
| SUN Sunoco LP | NON_COMPLIANT | 0.32% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| TCW CLO Ltd. | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Oriental Republic of Uruguay | UNSCREENED | 0.31% | no in-house ratios for this holding |
| PCG PG&E Corp. | NON_COMPLIANT | 0.30% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| Antero Midstream Partners LP | UNSCREENED | 0.30% | no in-house ratios for this holding |
| EHC Encompass Health Corp. | COMPLIANT | 0.30% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| TransDigm, Inc. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Prestige Brands, Inc. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Quikrete Holdings, Inc. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Fortescue Treasury Pty. Ltd. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Hilton Domestic Operating Co., Inc. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Nexstar Media, Inc. | UNSCREENED | 0.28% | no in-house ratios for this holding |
| French Republic | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Acushnet Co. | UNSCREENED | 0.28% | no in-house ratios for this holding |
| PODD Insulet Corp. | COMPLIANT | 0.28% | AAOIFI9.6% Usmani30.0% Dow Jones Islamic5.3% S&P Shariah5.9% MSCI Islamic30.0% MSCI Islamic M-Series5.9% FTSE Shariah30.0% |
| Chobani LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Oman Government International Bond | UNSCREENED | 0.27% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Edge Finco plc | UNSCREENED | 0.26% | no in-house ratios for this holding |
| WD Walker & Dunlop, Inc. | NON_COMPLIANT | 0.26% | AAOIFI3.6% Usmani1.2% Dow Jones Islamic2.6% S&P Shariah2.4% MSCI Islamic1.2% MSCI Islamic M-Series2.4% FTSE Shariah1.2% |
| CompoSecure Holdings LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| TNET TriNet Group, Inc. | NON_COMPLIANT | 0.26% | AAOIFI30.0% Usmani28.4% Dow Jones Islamic29.3% S&P Shariah23.6% MSCI Islamic28.4% MSCI Islamic M-Series23.6% FTSE Shariah26.8% |
| Hawaiian Electric Co., Inc. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Alliant Holdings Intermediate LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| DORM Dorman Products, Inc. | COMPLIANT | 0.26% | AAOIFI13.6% Usmani21.1% Dow Jones Islamic13.6% S&P Shariah15.1% MSCI Islamic21.1% MSCI Islamic M-Series15.1% FTSE Shariah17.6% |
| LSF12 Pillar Investments US, Inc. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ACREC Ltd. | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Oriental Republic of Uruguay | UNSCREENED | 0.25% | no in-house ratios for this holding |
| 888 Acquisitions Ltd. | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Bermuda | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CRC California Resources Corp. | COMPLIANT | 0.25% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| United States of America | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| Republic of South Africa | UNSCREENED | 0.25% | no in-house ratios for this holding |
| XPLR Infrastructure Operating Partners LP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CHRD Chord Energy Corp. | COMPLIANT | 0.25% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| Univision Communications, Inc. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CVNA Carvana Co. | COMPLIANT | 0.24% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| TRN.MI Terna - Rete Elettrica Nazionale | NON_COMPLIANT | 0.24% | AAOIFI77.0% Usmani48.7% Dow Jones Islamic— S&P Shariah— MSCI Islamic48.7% MSCI Islamic M-Series— FTSE Shariah48.7% |
| New Flyer Holdings, Inc. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Arbor Realty Commercial Real Estate Notes Ltd. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| USI, Inc. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Ameritex Holdco Intermediate LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| KeHE Distributors LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Talen Energy Supply LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| SV RNO Property Owner 1 LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Mattamy Group Corp. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| MTDR Matador Resources Co. | NON_COMPLIANT | 0.22% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| Odido Group Holding BV | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Arqiva Broadcast Finance plc | UNSCREENED | 0.22% | no in-house ratios for this holding |
| HUB International Ltd. | UNSCREENED | 0.22% | no in-house ratios for this holding |
| RITM Rithm Capital Corp. | NON_COMPLIANT | 0.22% | AAOIFI532.0% Usmani55.3% Dow Jones Islamic565.3% S&P Shariah611.2% MSCI Islamic55.3% MSCI Islamic M-Series611.2% FTSE Shariah55.3% |
| Beach Acquisition Bidco LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Gruppo San Donato SpA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Empire Communities Corp. | UNSCREENED | 0.22% | no in-house ratios for this holding |
| OneMain Finance Corp. | UNSCREENED | 0.22% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| Michaels Cos., Inc. (The) | UNSCREENED | 0.21% | no in-house ratios for this holding |
| KREF Ltd. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Ziggo Bond Co. BV | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Pinnacle Bidco plc | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Tallgrass Energy Partners LP | UNSCREENED | 0.21% | no in-house ratios for this holding |
| THO Thor Industries, Inc. | COMPLIANT | 0.20% | AAOIFI24.7% Usmani13.1% Dow Jones Islamic19.0% S&P Shariah18.4% MSCI Islamic13.1% MSCI Islamic M-Series18.4% FTSE Shariah12.5% |
| Republic of South Africa | UNSCREENED | 0.20% | no in-house ratios for this holding |
| RB Global Holdings, Inc. | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Massachusetts Educational Financing Authority | UNSCREENED | 0.20% | no in-house ratios for this holding |
| State of Israel | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Canada | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Romania | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Republic of Colombia | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PFSI PennyMac Financial Services, Inc. | NON_COMPLIANT | 0.20% | AAOIFI169.1% Usmani21.2% Dow Jones Islamic120.8% S&P Shariah129.5% MSCI Islamic21.2% MSCI Islamic M-Series129.5% FTSE Shariah21.2% |
| FHLMC | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Abu Dhabi Developmental Holding Co. PJSC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Kingdom of Saudi Arabia | UNSCREENED | 0.19% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| Argentine Republic (The) | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Maxam Prill Sarl | UNSCREENED | 0.19% | no in-house ratios for this holding |
| FIS Fabbrica Italiana Sintetici SpA | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| PKN.WA ORLEN SA | COMPLIANT | 0.18% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Republic of Cote d'Ivoire | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Republic of Paraguay | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Intrum Investments And Financing AB | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Cathedral Lake VI Ltd. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ERAC USA Finance LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FR Bondco SAS | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SE Cosmos LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Bayer US Finance LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AMH American Homes 4 Rent LP | NON_COMPLIANT | 0.17% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| SUNB Sunbelt Rentals Holdings, Inc. | NON_COMPLIANT | 0.17% | AAOIFI38.5% Usmani49.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.4% MSCI Islamic M-Seriesfail FTSE Shariah36.2% |
| Petronas Capital Ltd. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Summer BidCo BV | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PRX.AS Prosus NV | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Toll Road Investors Partnership II LP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Multiversity SpA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| LBM Acquisition LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Yondr JK 1 LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| N/A | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| IRFC.NS Indian Railway Finance Corp. Ltd. | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Store Capital LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| HMSO.L Hammerson plc | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UCG.MI UniCredit SpA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PNFP Pinnacle Financial Partners, Inc. | NON_COMPLIANT | 0.16% | AAOIFI16.1% Usmani1.9% Dow Jones Islamic27.2% S&P Shariah30.6% MSCI Islamic1.9% MSCI Islamic M-Series30.6% FTSE Shariah1.9% |
| FHLMC | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| ELM Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Republic of Chile | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Republic of Guatemala | UNSCREENED | 0.16% | no in-house ratios for this holding |
| United Kingdom of Great Britain and Northern Ireland | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Six Flags Entertainment Corp. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Citadel Securities Global Holdings LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.15% | no in-house ratios for this holding |
| NWG.L NatWest Group plc | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Samarco Mineracao SA | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Republic of Peru | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Magyarorszag | UNSCREENED | 0.15% | no in-house ratios for this holding |
| EP Infrastructure A/S | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Bank Gospodarstwa Krajowego | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CBA.AX Commonwealth Bank of Australia | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BHP Billiton Finance Ltd. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| MVM Energetika Zrt. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Republic of Bulgaria | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Republic of Turkiye (The) | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Magyarorszag | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Republic of Ecuador | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Vier Gas Transport GmbH | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Republic of Poland | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Navoi Mining & Metallurgical Co. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Czech Republic | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Romania | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Flutter Treasury DAC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BX Commercial Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| RY Royal Bank of Canada | COMPLIANT | 0.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Omnicom Finance Holdings plc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.13% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Stellantis Financial Services US Corp. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SHRIRAMFIN.BO Shriram Finance Ltd. | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CABK.MC CaixaBank SA | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Mileway Eur Lux Holdco Sarl | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| HEIA.AS Heineken NV | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Blue Owl Credit Income Corp. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Massachusetts Housing Finance Agency | UNSCREENED | 0.13% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.13% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| NWS News Corp. | QUESTIONABLE | 0.13% | AAOIFI17.0% Usmani18.8% Dow Jones Islamic17.4% S&P Shariah18.5% MSCI Islamic18.8% MSCI Islamic M-Series18.5% FTSE Shariah12.8% |
| Bacardi Ltd. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| JEF Jefferies Financial Group, Inc. | NON_COMPLIANT | 0.13% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| Goldman Sachs Private Credit Corp. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| DHR Danaher Corp. | COMPLIANT | 0.13% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| TRTX Issuer Ltd. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Choice Properties REIT | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BAT International Finance plc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CPR.MI Davide Campari-Milano NV | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Santos Finance Ltd. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Venture Global LNG, Inc. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ISP.MI Intesa Sanpaolo SpA | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| WSP.TO WSP Global, Inc. | COMPLIANT | 0.13% | AAOIFI19.7% Usmani28.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic23.3% MSCI Islamic M-Seriespass FTSE Shariah23.3% |
| ISS Global A/S | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Petroleos Mexicanos | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SMBC Aviation Capital Finance DAC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AV.L Aviva plc | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNI.MC Unicaja Banco SA | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| E Eni SpA | NON_COMPLIANT | 0.12% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| WMG Acquisition Corp. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SHB-A.ST Svenska Handelsbanken AB | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MAP.MC Mapfre SA | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United Kingdom of Great Britain and Northern Ireland | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Telecommunications co Telekom Srbija AD Belgrade | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Federal Republic of Nigeria | UNSCREENED | 0.12% | no in-house ratios for this holding |
| OBX Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| E Eni SpA | NON_COMPLIANT | 0.12% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| BP Capital Markets plc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| JH North America Holdings, Inc. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| NST.AX Northern Star Resources Ltd. | COMPLIANT | 0.12% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| DKS Dick's Sporting Goods, Inc. | NON_COMPLIANT | 0.12% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| PMT Loan Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| LVS Las Vegas Sands Corp. | NON_COMPLIANT | 0.12% | AAOIFI53.8% Usmani76.7% Dow Jones Islamic44.9% S&P Shariah45.0% MSCI Islamic76.7% MSCI Islamic M-Series45.0% FTSE Shariah76.7% |
| ISP.MI Intesa Sanpaolo SpA | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GNMA | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| ENEL Finance International NV | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Erste&Steiermaerkische Banka dd | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Haleon US Capital LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Goodman Australia Finance Pty. Ltd. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| T AT&T, Inc. | NON_COMPLIANT | 0.11% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| Six Flags Entertainment Corp. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| 2222.SR Saudi Arabian Oil Co. | COMPLIANT | 0.11% | AAOIFI5.8% Usmani16.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic14.2% MSCI Islamic M-Seriespass FTSE Shariah14.2% |
| Liberty Mutual Group, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Enterprise Fleet Financing LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Equitable America Global Funding | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Empire District Bondco LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MF1 Ltd. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Venture Global LNG, Inc. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| BRBY.L Burberry Group plc | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Bank of Cyprus PCL | UNSCREENED | 0.11% | no in-house ratios for this holding |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OCP SA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Boston Gas Co. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| APA Infrastructure Ltd. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Ares Capital Corp. | UNSCREENED | 0.10% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 5.7% of it passes Dow Jones Islamic, 4.6% passes Usmani. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 5.4% ratios fail on 12.4% 82.8% not rated under AAOIFI
ratios pass on 4.6% ratios fail on 12.0% 84.0% not rated under Usmani
ratios pass on 5.7% ratios fail on 11.4% 83.5% not rated under Dow Jones Islamic
ratios pass on 5.3% ratios fail on 11.7% 83.7% not rated under S&P Shariah
ratios pass on 4.6% ratios fail on 12.0% 84.0% not rated under MSCI Islamic
ratios pass on 5.3% ratios fail on 11.8% 83.5% not rated under MSCI Islamic M-Series
ratios pass on 5.0% ratios fail on 11.5% 84.1% not rated under FTSE Shariah
144 of 867 listed holdings carry our own per-methodology verdicts (18% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 88 (12% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS Global Opportunistic Bond Fund (MGBJX) 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 |
|---|---|---|
| United Kingdom of Great Britain and Northern Irelandnot matched to a ticker | 2.37% | Not screened |
| United Kingdom of Great Britain and Northern Irelandnot matched to a ticker | 2.32% | Not screened |
| MFS Institutional Money Market Portfolionot matched to a ticker | 2.32% | Not screened |
| Republic of Italynot matched to a ticker | 2.30% | Not screened |
| People's Republic of Chinanot matched to a ticker | 2.23% | Not screened |
| People's Republic of Chinanot matched to a ticker | 1.91% | Not screened |
| Republic of Koreanot matched to a ticker | 1.80% | Not screened |
| Republic of Koreanot matched to a ticker | 1.58% | Not screened |
| United Kingdom of Great Britain and Northern Irelandnot matched to a ticker | 1.20% | Not screened |
| United States of Americanot matched to a ticker | 1.19% | Non-compliant |
Top 10 of 867 holdings, 19.2% 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.
- United Kingdom of Great Britain and Northern Irelandnot screened2.37%
- United Kingdom of Great Britain and Northern Irelandnot screened2.32%
- MFS Institutional Money Market Portfolionot screened2.32%
- Republic of Italynot screened2.30%
- People's Republic of Chinanot screened2.23%
- People's Republic of Chinanot screened1.91%
What changed, and when
Verdict history for MGBJX. 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 MGBJX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
Tracked since 2026-09-07.
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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) | 61.80 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 136.36 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.77 | BUY |
| Momentum (10) | 0.06 | BUY |
| EMA (10) | 7.87 | BUY |
| SMA (10) | 7.87 | BUY |
| EMA (20) | 7.86 | BUY |
| SMA (20) | 7.85 | BUY |
| EMA (30) | 7.87 | BUY |
| SMA (30) | 7.84 | BUY |
| EMA (50) | 7.88 | BUY |
| SMA (50) | 7.88 | BUY |
| EMA (100) | 7.91 | SELL |
| SMA (100) | 7.94 | SELL |
| EMA (200) | 7.94 | SELL |
| SMA (200) | 7.96 | SELL |
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.