MGTSXETF / FundGlobal Opportunity Portfolio
Verdicts genuinely change. Free email alert the moment MGTSX'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.
Global Opportunity Portfolio · MORGAN STANLEY INSTITUTIONAL FUND INC
38 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 23.91% of portfolio weight is in non-compliant holdings, over the 5% threshold.
38 holdings, 34 matched (94% of weight). Portfolio as of 2026-06-30, filed 2026-08-21. Source: SEC Form N-PORT.
3.88% of this portfolio’s income is non-permissible — weighted across holdings, computed over 90% of portfolio weight (31 of 38 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.
62.1% compliant 7.8% questionable 23.8% non-compliant 6.4% unscreened
All holdings (38)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| 000660.KS SK hynix Inc | COMPLIANT | 9.65% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 8.96% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| ASML ASML Holding NV | COMPLIANT | 5.66% | AAOIFI0.8% Usmani8.7% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic8.7% MSCI Islamic M-Series1.4% FTSE Shariah8.7% |
| META Meta Platforms Inc | QUESTIONABLE | 5.27% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| 005930.KS Samsung Electronics Co Ltd | COMPLIANT | 4.53% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| UBER Uber Technologies Inc | COMPLIANT | 4.52% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| SPOT Spotify Technology SA | NON_COMPLIANT | 4.22% | AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7% |
| RMS.PA Hermes International SCA | COMPLIANT | 3.83% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| DASH DoorDash Inc | COMPLIANT | 3.62% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| MELI MercadoLibre Inc | COMPLIANT | 3.39% | AAOIFI20.1% Usmani38.5% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic38.3% MSCI Islamic M-Series20.6% FTSE Shariah33.3% |
| Space Exploration Technologies Corp | UNSCREENED | 3.31% | no in-house ratios for this holding |
| DSV.CO DSV A/S | NON_COMPLIANT | 2.72% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ICICIBANK.NS ICICI Bank Ltd | NON_COMPLIANT | 2.68% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMZN Amazon.com Inc | QUESTIONABLE | 2.53% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| SU.PA Schneider Electric SE | COMPLIANT | 2.41% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| V Visa Inc | COMPLIANT | 2.26% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| MONC.MI Moncler SpA | COMPLIANT | 2.22% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CRWD Crowdstrike Holdings Inc | COMPLIANT | 2.16% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| XYZ Block Inc | NON_COMPLIANT | 2.11% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| MA Mastercard Inc | COMPLIANT | 1.98% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| TKO TKO Group Holdings Inc | NON_COMPLIANT | 1.93% | AAOIFI12.7% Usmani30.5% Dow Jones Islamic14.3% S&P Shariah17.0% MSCI Islamic28.8% MSCI Islamic M-Series17.0% FTSE Shariah28.5% |
| CPNG Coupang Inc | COMPLIANT | 1.92% | AAOIFI20.5% Usmani32.4% Dow Jones Islamic13.3% S&P Shariah14.3% MSCI Islamic32.4% MSCI Islamic M-Series14.3% FTSE Shariah15.0% |
| 6861.T Keyence Corp | COMPLIANT | 1.86% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| ABNB Airbnb Inc | NON_COMPLIANT | 1.82% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| NU Holdings Ltd/Cayman Islands | UNSCREENED | 1.81% | no in-house ratios for this holding |
| HDFCBANK.NS HDFC Bank Ltd | NON_COMPLIANT | 1.77% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BIDU Baidu Inc | NON_COMPLIANT | 1.38% | AAOIFI156.9% Usmani11.2% Dow Jones Islamic2.5% S&P Shariah2.5% MSCI Islamic11.2% MSCI Islamic M-Series2.5% FTSE Shariah9.5% |
| Liberty Media Corp-Liberty Formula One | UNSCREENED | 1.31% | no in-house ratios for this holding |
| ONON On Holding AG | COMPLIANT | 1.22% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| 3690.HK Meituan | NON_COMPLIANT | 1.20% | AAOIFIfail Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 1.17% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| DIS Walt Disney Co/The | NON_COMPLIANT | 1.16% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| MC.PA LVMH Moet Hennessy Louis Vuitton SE | COMPLIANT | 1.14% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SHOP Shopify Inc | COMPLIANT | 1.09% | AAOIFI0.1% Usmani1.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| 9961.HK Trip.com Group Ltd | NON_COMPLIANT | 1.05% | AAOIFIfail Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| GRAB Grab Holdings Limited | NON_COMPLIANT | 0.43% | AAOIFI14.7% Usmani17.1% Dow Jones Islamic11.1% S&P Shariah12.2% MSCI Islamic17.1% MSCI Islamic M-Series12.2% FTSE Shariah17.1% |
| 323410.KS KakaoBank Corp | NON_COMPLIANT | 0.28% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MAGIC LEAP CL A COMMON | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 32 points of portfolio weight — 79.1% of it passes Dow Jones Islamic, 47.1% 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 78.9% ratios fail on 14.1% 7.6% not rated under AAOIFI
ratios pass on 47.1% ratios fail on 41.2% 12.2% not rated under Usmani
ratios pass on 79.1% ratios fail on 13.8% 7.6% not rated under Dow Jones Islamic
ratios pass on 79.1% ratios fail on 13.8% 7.6% not rated under S&P Shariah
ratios pass on 50.5% ratios fail on 37.9% 12.2% not rated under MSCI Islamic
ratios pass on 79.1% ratios fail on 13.8% 7.6% not rated under MSCI Islamic M-Series
ratios pass on 50.5% ratios fail on 37.9% 12.2% not rated under FTSE Shariah
34 of 38 listed holdings carry our own per-methodology verdicts (94% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 22 (63% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SPOT Spotify Technology SA | 4.22% |
| DSV.CO DSV A/S | 2.72% |
| ICICIBANK.NS ICICI Bank Ltd | 2.68% |
| XYZ Block Inc | 2.11% |
| TKO TKO Group Holdings Inc | 1.93% |
| ABNB Airbnb Inc | 1.82% |
| HDFCBANK.NS HDFC Bank Ltd | 1.77% |
| BIDU Baidu Inc | 1.38% |
| 3690.HK Meituan | 1.20% |
| MS Morgan Stanley & Co. LLC | 1.17% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Global Opportunity Portfolio (MGTSX) 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 |
|---|---|---|
| 000660.KSSK hynix Inc | 9.65% | Compliant |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 8.96% | Compliant |
| ASMLASML Holding NV | 5.66% | Compliant |
| METAMeta Platforms Inc | 5.27% | Questionable |
| 005930.KSSamsung Electronics Co Ltd | 4.53% | Compliant |
| UBERUber Technologies Inc | 4.52% | Compliant |
| SPOTSpotify Technology SA | 4.22% | Non-compliant |
| RMS.PAHermes International SCA | 3.83% | Compliant |
| DASHDoorDash Inc | 3.62% | Compliant |
| MELIMercadoLibre Inc | 3.39% | Compliant |
Top 10 of 38 holdings, 53.6% 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.
- METAquestionable5.27%
- SPOTnon-compliant4.22%
- Space Exploration Technologies Corpnot screened3.31%
- DSV.COnon-compliant2.72%
- ICICIBANK.NSnon-compliant2.68%
- AMZNquestionable2.53%
What changed, and when
Verdict history for MGTSX. 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 MGTSX 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) | 44.10 | NEUTRAL |
| Stochastic %K (14) | 27.83 | NEUTRAL |
| CCI (20) | -73.37 | NEUTRAL |
| Williams %R (14) | -72.17 | NEUTRAL |
| MACD (12,26,9) | -0.12 | SELL |
| ROC (10) | -2.96 | SELL |
| Momentum (10) | -1.11 | SELL |
| EMA (10) | 36.55 | SELL |
| SMA (10) | 36.66 | SELL |
| EMA (20) | 36.85 | SELL |
| SMA (20) | 36.99 | SELL |
| EMA (30) | 37.00 | SELL |
| SMA (30) | 37.09 | SELL |
| EMA (50) | 37.09 | SELL |
| SMA (50) | 37.40 | SELL |
| EMA (100) | 36.91 | SELL |
| SMA (100) | 37.23 | SELL |
| EMA (200) | 36.27 | BUY |
| SMA (200) | 35.91 | 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.