MOFTXETF / FundMercer Opportunistic Fixed Income Fund
Verdicts genuinely change. Free email alert the moment MOFTX'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.
Mercer Opportunistic Fixed Income Fund · Mercer Funds
2,806 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 108% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 22.33% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 84% turns out to be. Matching more holdings can only raise this share, never lower it.
13.28% 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.
2,806 holdings, 574 matched (22% of weight). Portfolio as of 2026-06-30, filed 2026-08-21. Source: SEC Form N-PORT.
6.35% of this portfolio’s income is non-permissible — weighted across holdings, computed over 7% of portfolio weight (344 of 2806 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 (2,806) · showing 1–250
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| State Street Global Advisors | UNSCREENED | 3.45% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 1.21% | no in-house ratios for this holding |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 1.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UMBS, TBA | NON_COMPLIANT | 1.05% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.89% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.87% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.86% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.75% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.74% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.58% | no in-house ratios for this holding |
| TITULOS DE TESORERIA | UNSCREENED | 0.49% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.47% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.44% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| Greystone Commercial Real Estate Notes | UNSCREENED | 0.29% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Argentina Republic Government International Bonds | UNSCREENED | 0.27% | no in-house ratios for this holding |
| State Street Blackstone Senior Loan ETF | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ATHENAHEALTH GROUP INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Chile Government International Bonds | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Chile Government International Bonds | UNSCREENED | 0.25% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Egypt Government International Bonds | UNSCREENED | 0.23% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| MALAYSIA GOVERNMENT | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Ukraine Government International Bonds | UNSCREENED | 0.23% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.23% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| DOMINICAN REPUBLIC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| ROMANIA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| CCGSCZUS9 GOLDMAN SACH COC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| KKR Financial CLO Ltd | UNSCREENED | 0.22% | no in-house ratios for this holding |
| NATIONAL MENTOR HOLDINGS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| TITULOS DE TESORERIA | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ICE Intercontinental Exchange, Inc. | NON_COMPLIANT | 0.20% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| REPUBLIC OF TURKIYE | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ASURION LLC/ASURION CO | UNSCREENED | 0.20% | no in-house ratios for this holding |
| FOCUS FINANCIAL PARTNERS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MERIDIAN ARC HOLDCO LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Covetrus Inc | UNSCREENED | 0.19% | no in-house ratios for this holding |
| RAVEN ACQUISITION HOLDIN | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GOVT OF BERMUDA | UNSCREENED | 0.18% | no in-house ratios for this holding |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| POLAND GOVERNMENT BOND | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GOVT OF BERMUDA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| REPUBLIC OF PERU | UNSCREENED | 0.17% | no in-house ratios for this holding |
| LFT CRE LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AI AQUA MERGER SUB INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Engineered Machinery Holdings Inc | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Specialty Building Products Holdings LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| AI AQUA MERGER SUB INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| REPUBLIC OF PHILIPPINES | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CROSSCOUNTRY INTER | UNSCREENED | 0.16% | no in-house ratios for this holding |
| HUNGARY | UNSCREENED | 0.16% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.16% | no in-house ratios for this holding |
| COREWEAVE INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Argentina Republic Government International Bonds | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SURGERY CENTER HOLDINGS | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BONOS DE TESORERIA | UNSCREENED | 0.15% | no in-house ratios for this holding |
| QUIKRETE HOLDINGS INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.15% | no in-house ratios for this holding |
| EAGLE FUNDING LUXCO SARL | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Acres PLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| TEINE ENERGY LTD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.15% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| GLOBAL MEDICAL RESPONSE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| LRECS 2025-CRE1 LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| COMPASS MINERALS INTERNA | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Argentina Republic Government International Bonds | UNSCREENED | 0.15% | no in-house ratios for this holding |
| REPUBLIC OF COLOMBIA | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| US Renal Care Inc | UNSCREENED | 0.15% | no in-house ratios for this holding |
| REPUBLIC OF SRI LANKA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Colombia Government International Bonds | UNSCREENED | 0.14% | no in-house ratios for this holding |
| UNIVISION COMMUNICATIONS | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BAFFINLAND IRON CORP/LP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Cyberswift US Finco LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NISSAN MOTOR ACCEPTANCE | UNSCREENED | 0.14% | no in-house ratios for this holding |
| McAfee, LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| DEXKO GLOBAL INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| SAUDI INTERNATIONAL BOND | UNSCREENED | 0.14% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| SMB Private Education Loan Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| DP WORLD LTD UAE | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Colombia Government International Bonds | UNSCREENED | 0.14% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Octagon 64 Ltd | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FIESTA PURCHASER INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| EAGLE FUNDING LUXCO SARL | UNSCREENED | 0.14% | no in-house ratios for this holding |
| TREEHOUSE FOODS INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CAESARS ENTERTAIN INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Colombia Government International Bonds | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FUTURES GOLDMAN COC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Aruba Investments Holdings LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Egypt Government International Bonds | UNSCREENED | 0.13% | no in-house ratios for this holding |
| TRONOX INC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SONANGOL FINANCE LTD | UNSCREENED | 0.13% | no in-house ratios for this holding |
| PHILIPPINE GOVERNMENT | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Zayo Issuer LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Sri Lanka Government International Bonds | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BONOS DE TESORERIA | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Romark Credit Funding Ltd | UNSCREENED | 0.13% | no in-house ratios for this holding |
| MH Sub I, LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Gainwell Acquisition Corp | UNSCREENED | 0.13% | no in-house ratios for this holding |
| VSNT Versant Media Group Inc | NON_COMPLIANT | 0.13% | AAOIFI58.2% Usmani23.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.2% MSCI Islamic M-Seriesfail FTSE Shariah23.2% |
| WAND NEWCO 3 INC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| MCGRAW-HILL EDUCATION | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ELLUCIAN HOLDINGS INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CENX CENTURY ALUMINUM COMPANY | COMPLIANT | 0.12% | AAOIFI10.4% Usmani16.7% Dow Jones Islamic15.7% S&P Shariah19.8% MSCI Islamic16.7% MSCI Islamic M-Series19.8% FTSE Shariah16.7% |
| SLAM LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Turkiye Government International Bonds | UNSCREENED | 0.12% | no in-house ratios for this holding |
| THAILAND GOVERNMENT BOND | UNSCREENED | 0.12% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| THAILAND GOVERNMENT BOND | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Sixth Street CLO LTD. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| YPF SOCIEDAD ANONIMA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SGH2 LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| PHILIPPINE GOVERNMENT | UNSCREENED | 0.12% | no in-house ratios for this holding |
| ABU DHABI GOVT INT'L | UNSCREENED | 0.12% | no in-house ratios for this holding |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AFRICELL HOLDING LTD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Ecuador Government International Bonds | UNSCREENED | 0.12% | no in-house ratios for this holding |
| XCAL Mortgage Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| REPUBLIC OF CONGO | UNSCREENED | 0.12% | no in-house ratios for this holding |
| BRUNDAGE-BONE CONCRETE | UNSCREENED | 0.12% | no in-house ratios for this holding |
| REPUBLIC OF ECUADOR | UNSCREENED | 0.12% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| TITULOS DE TESORERIA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| REPUBLIC OF ANGOLA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Hungary Government International Bonds | UNSCREENED | 0.12% | no in-house ratios for this holding |
| DRC INTERNATIONAL BOND | UNSCREENED | 0.12% | no in-house ratios for this holding |
| ASURION LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MCAFEE CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Clydesdale Acquisition Holdings Inc | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Nigeria Government International Bonds | UNSCREENED | 0.11% | no in-house ratios for this holding |
| REPUBLIC OF PARAGUAY | UNSCREENED | 0.11% | no in-house ratios for this holding |
| FIRST STUDENT BIDCO INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ROCC Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| VMED O2 UK FINAN | UNSCREENED | 0.11% | no in-house ratios for this holding |
| 1011778 BC / NEW RED FIN | UNSCREENED | 0.11% | no in-house ratios for this holding |
| GOAT HOLDCO LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| Invesco CLO 2022-2, Ltd. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| APLD COMPUTECO LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ROMANIA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| KUWAIT INTL BOND | UNSCREENED | 0.11% | no in-house ratios for this holding |
| NEXUS Buyer LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| HUB INTERNATIONAL LTD | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Avis Budget Rental Car Funding AESOP LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Reach Financial LLC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| REPUBLIC OF ARMENIA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CHAMP ACQUISITION CORP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Evergreen Acqco 1 LP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| REPUBLIC OF CAMEROON | UNSCREENED | 0.11% | no in-house ratios for this holding |
| WEX WEX INC | NON_COMPLIANT | 0.11% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.11% | no in-house ratios for this holding |
| TLV.RO BANCA TRANSILVANIA | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VEON MIDCO BV | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Morocco Government International Bonds | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PLANET FINANCIAL GROUP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| RESILIENCE PARENT LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PINGAN REAL ESTATE CAP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| BANCO DE CREDITO DEL PER | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PetSmart Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| TEO TELECOM ARGENTINA SA | NON_COMPLIANT | 0.10% | AAOIFI64.8% Usmani37.4% Dow Jones Islamic315735.4% S&P Shariah360734.1% MSCI Islamic35.0% MSCI Islamic M-Series360734.1% FTSE Shariah35.0% |
| FED REPUBLIC OF BRAZIL | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CCGSCHUS9 HSBC COC USD | UNSCREENED | 0.10% | no in-house ratios for this holding |
| LFS TOPCO LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| J&J Ventures Gaming, LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| TransDigm Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| COMM Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| BANCO MERCANTIL DE NORTE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| VB-S1 Issuer LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Trident TPI Holdings Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| GOODYEAR TIRE & RUBBER | UNSCREENED | 0.10% | no in-house ratios for this holding |
| RD MICHIGAN PROP OWNER I | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Crisis Prevention Institute Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| REPUBLIC OF ARGENTINA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| OneSky Flight, LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ONEX TSG INTERMEDIATE CORP | UNSCREENED | 0.10% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| INCREF LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Sculptor CLO Ltd | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ARES CLO Ltd | UNSCREENED | 0.10% | no in-house ratios for this holding |
| JONES DESLAURIERS INSURA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Dominican Republic International Bonds | UNSCREENED | 0.10% | no in-house ratios for this holding |
| APLD COMPUTECO 3 LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CP ATLAS BUYER INC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| FERTITTA ENTERTAINMENT | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Carlyle Global Market Strategies | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Peraton Corp | UNSCREENED | 0.10% | no in-house ratios for this holding |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.10% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| Star Parent Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| VZ SECURED FINANCING BV | UNSCREENED | 0.09% | no in-house ratios for this holding |
| QUIKRETE HOLDINGS INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PROOFPOINT INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| KINGDOM OF MOROCCO | UNSCREENED | 0.09% | no in-house ratios for this holding |
| IVORY COAST | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BEACH ACQUISITION BIDCO | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| Rockford Tower CLO Ltd | UNSCREENED | 0.09% | no in-house ratios for this holding |
| SMB Private Education Loan Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| 1128.HK WYNN MACAU LTD | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FERTITTA ENTERTAINMENT | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ACHC ACADIA HEALTHCARE CO INC | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HILTON DOMESTIC OPERATIN | UNSCREENED | 0.09% | no in-house ratios for this holding |
| HUDSON RIVER TRADING LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| CVNA CARVANA CO | COMPLIANT | 0.09% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| Quikrete Holdings Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| HUNGARY GOVERNMENT BOND | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Ares Capital Corp | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BOND US BIDCO 1/2/3/G1/2 | UNSCREENED | 0.09% | no in-house ratios for this holding |
| COMM Mortgage Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Ensono LP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BCPE HIPH PARENT INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Allied Universal Holdco LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Egypt Government International Bonds | UNSCREENED | 0.09% | no in-house ratios for this holding |
| OLYMPUS WTR US HLDG CORP | UNSCREENED | 0.09% | no in-house ratios for this holding |
| TEAM HEALTH HOLDINGS INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| FREEDOM MORTGAGE HOLD | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Endo Luxembourg Finance Company I Sa rl | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PIONEER OPCO LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ARDONAGH FINCO LTD | UNSCREENED | 0.09% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Virgin Media Bristol LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
All 7 published standards agree about this fund to within 0.4 points of portfolio weight.
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 1.9% ratios fail on 8.3% 97.3% not rated under AAOIFI
ratios pass on 1.6% ratios fail on 8.4% 97.5% not rated under Usmani
ratios pass on 1.9% ratios fail on 8.3% 97.4% not rated under Dow Jones Islamic
ratios pass on 1.8% ratios fail on 8.3% 97.4% not rated under S&P Shariah
ratios pass on 1.5% ratios fail on 8.6% 97.4% not rated under MSCI Islamic
ratios pass on 1.8% ratios fail on 8.3% 97.3% not rated under MSCI Islamic M-Series
ratios pass on 1.9% ratios fail on 8.2% 97.4% not rated under FTSE Shariah
254 of 2,806 listed holdings carry our own per-methodology verdicts (11% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 204 (8% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UMBS, TBA | 1.21% |
| BNP.PA BNP Paribas SA | 1.15% |
| UMBS, TBA | 1.05% |
| United States Treasury | 0.89% |
| United States Treasury | 0.87% |
| United States Treasury | 0.86% |
| UMBS, TBA | 0.75% |
| UMBS, TBA | 0.74% |
| United States Treasury | 0.62% |
| UMBS, TBA | 0.58% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Mercer Opportunistic Fixed Income Fund (MOFTX) 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 |
|---|---|---|
| State Street Global Advisorsnot matched to a ticker | 3.45% | Not screened |
| UMBS, TBAnot matched to a ticker | 1.21% | Non-compliant |
| BNP.PABNP Paribas SA | 1.15% | Non-compliant |
| UMBS, TBAnot matched to a ticker | 1.05% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.89% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.87% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.86% | Non-compliant |
| UMBS, TBAnot matched to a ticker | 0.75% | Non-compliant |
| UMBS, TBAnot matched to a ticker | 0.74% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.62% | Non-compliant |
Top 10 of 2806 holdings, 11.6% 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.
- State Street Global Advisorsnot screened3.45%
- UMBS, TBAnon-compliant1.21%
- BNP.PAnon-compliant1.15%
- UMBS, TBAnon-compliant1.05%
- United States Treasurynon-compliant0.89%
- United States Treasurynon-compliant0.87%
What changed, and when
Verdict history for MOFTX. 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 MOFTX 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 5 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) | 32.70 | NEUTRAL |
| Stochastic %K (14) | 25.00 | NEUTRAL |
| CCI (20) | -65.81 | NEUTRAL |
| Williams %R (14) | -75.00 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | -0.25 | SELL |
| Momentum (10) | -0.02 | SELL |
| EMA (10) | 8.08 | SELL |
| SMA (10) | 8.07 | SELL |
| EMA (20) | 8.10 | SELL |
| SMA (20) | 8.08 | SELL |
| EMA (30) | 8.13 | SELL |
| SMA (30) | 8.12 | SELL |
| EMA (50) | 8.17 | SELL |
| SMA (50) | 8.20 | SELL |
| EMA (100) | 8.23 | SELL |
| SMA (100) | 8.27 | SELL |
| EMA (200) | 8.29 | SELL |
| SMA (200) | 8.32 | 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.