MRBJXETF / FundMFS Total Return Bond Fund
Verdicts genuinely change. Free email alert the moment MRBJX'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 Total Return Bond Fund · MFS Series Trust IX
1,082 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 54.78% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 43% turns out to be. Matching more holdings can only raise this share, never lower it.
35.27% 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.
1,082 holdings, 816 matched (57% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
6.18% of this portfolio’s income is non-permissible — weighted across holdings, computed over 16% of portfolio weight (87 of 1082 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 (1,082) · showing 1–250
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| MFS Institutional Money Market Portfolio | UNSCREENED | 2.17% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 2.08% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 2.06% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.92% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.23% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.14% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.14% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.10% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 1.05% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.03% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.87% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.81% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.79% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.78% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.76% | no in-house ratios for this holding |
| FNMA or FHLMC | NON_COMPLIANT | 0.76% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.68% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.57% | no in-house ratios for this holding |
| MQG.AX Macquarie Group Ltd. | NON_COMPLIANT | 0.56% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Cheniere Energy Partners LP | UNSCREENED | 0.54% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.54% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.54% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.52% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.50% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Arbor Realty Commercial Real Estate Notes Ltd. | UNSCREENED | 0.50% | no in-house ratios for this holding |
| LoanCore Issuer LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.47% | no in-house ratios for this holding |
| BXMT Ltd. | UNSCREENED | 0.47% | no in-house ratios for this holding |
| 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% |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.45% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MF1 LLC | UNSCREENED | 0.42% | no in-house ratios for this holding |
| 8316.T Sumitomo Mitsui Financial Group, Inc. | NON_COMPLIANT | 0.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Black Diamond CLO Ltd. | UNSCREENED | 0.42% | no in-house ratios for this holding |
| IRM Iron Mountain, Inc. | NON_COMPLIANT | 0.42% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| LoanCore Issuer Ltd. | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Aspire Mortgage Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| PAG Penske Automotive Group, Inc. | NON_COMPLIANT | 0.41% | AAOIFI35.2% Usmani27.1% Dow Jones Islamic46.5% S&P Shariah48.2% MSCI Islamic27.1% MSCI Islamic M-Series48.2% FTSE Shariah13.5% |
| TransDigm, Inc. | UNSCREENED | 0.40% | no in-house ratios for this holding |
| UBS Commercial Mortgage Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| PAA Plains All American Pipeline LP | NON_COMPLIANT | 0.39% | AAOIFI47.6% Usmani29.6% Dow Jones Islamic68.6% S&P Shariah74.7% MSCI Islamic29.6% MSCI Islamic M-Series74.7% FTSE Shariah28.9% |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Elmwood CLO VIII Ltd. | UNSCREENED | 0.39% | no in-house ratios for this holding |
| ENEL Finance International NV | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Quikrete Holdings, Inc. | UNSCREENED | 0.36% | no in-house ratios for this holding |
| PAYX Paychex, Inc. | COMPLIANT | 0.36% | AAOIFI13.2% Usmani29.6% Dow Jones Islamic10.7% S&P Shariah11.0% MSCI Islamic29.6% MSCI Islamic M-Series11.0% FTSE Shariah29.1% |
| Venture 43 CLO Ltd. | UNSCREENED | 0.35% | no in-house ratios for this holding |
| QXO Building Products, Inc. | UNSCREENED | 0.35% | no in-house ratios for this holding |
| ARDN Mortgage Trust | UNSCREENED | 0.35% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| Sammons Financial Group, Inc. | UNSCREENED | 0.35% | no in-house ratios for this holding |
| 8306.T Mitsubishi UFJ Financial Group, Inc. | NON_COMPLIANT | 0.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.34% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| E Eni SpA | NON_COMPLIANT | 0.33% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| ET Energy Transfer LP | NON_COMPLIANT | 0.33% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 0.33% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| Commercial Mortgage Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| BAT Capital Corp. | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Boston Properties LP | UNSCREENED | 0.32% | no in-house ratios for this holding |
| RRX Regal Rexnord Corp. | NON_COMPLIANT | 0.32% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| TMUS T-Mobile USA, Inc. | NON_COMPLIANT | 0.32% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| Beach Acquisition Bidco LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.32% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| United States of America | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| Brixmor Operating Partnership LP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TRGP Targa Resources Corp. | NON_COMPLIANT | 0.31% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| Pacific Gas and Electric Co. | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgage Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Dell International LLC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| GMAB.CO GENMAB A/S | COMPLIANT | 0.30% | AAOIFIpass Usmanifail Dow Jones Islamicfail S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Venture Global Calcasieu Pass LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| OAK-Eagle Acquireco, Inc. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| NTT Finance Corp. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| SS&C Technologies, Inc. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Ashtead Capital, Inc. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| Toledo Hospital (The) | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Black Diamond CLO Ltd. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| BAT International Finance plc | UNSCREENED | 0.29% | no in-house ratios for this holding |
| VOD.L Vodafone Group plc | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Acrec 2025 Fl LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.29% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| HSBA.L HSBC Holdings plc | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 0.29% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| Macquarie Bank Ltd. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MF1 LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| HUB International Ltd. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MF1 | UNSCREENED | 0.28% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.28% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States of America | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| BANK | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Village of Bridgeview IL | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Brsp 2026-Fl3 Ltd. | UNSCREENED | 0.28% | no in-house ratios for this holding |
| BA Boeing Co. (The) | NON_COMPLIANT | 0.28% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| MPLX MPLX LP | NON_COMPLIANT | 0.27% | AAOIFI42.8% Usmani60.3% Dow Jones Islamic52.4% S&P Shariah59.3% MSCI Islamic60.3% MSCI Islamic M-Series59.3% FTSE Shariah59.7% |
| RCI-B.TO Rogers Communications, Inc. | NON_COMPLIANT | 0.27% | AAOIFI162.3% Usmani52.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic49.1% MSCI Islamic M-Seriesfail FTSE Shariah49.1% |
| Boston Properties LP | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Deephaven Residential Mortgage Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| AREIT Ltd. | UNSCREENED | 0.27% | no in-house ratios for this holding |
| GPN Global Payments, Inc. | NON_COMPLIANT | 0.27% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| Adventist Health System | UNSCREENED | 0.26% | no in-house ratios for this holding |
| WAB Westinghouse Air Brake Technologies Corp. | COMPLIANT | 0.26% | AAOIFI13.3% Usmani28.4% Dow Jones Islamic17.8% S&P Shariah20.1% MSCI Islamic28.4% MSCI Islamic M-Series20.1% FTSE Shariah28.4% |
| JEF Jefferies Financial Group, Inc. | NON_COMPLIANT | 0.26% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| STORE Master Funding LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| LPL Holdings, Inc. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| DKS Dick's Sporting Goods, Inc. | NON_COMPLIANT | 0.26% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| ACRES Commercial Realty Issuer LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| MF1 | UNSCREENED | 0.25% | no in-house ratios for this holding |
| RCI-B.TO Rogers Communications, Inc. | NON_COMPLIANT | 0.25% | AAOIFI162.3% Usmani52.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic49.1% MSCI Islamic M-Seriesfail FTSE Shariah49.1% |
| Hilton Domestic Operating Co., Inc. | UNSCREENED | 0.25% | no in-house ratios for this holding |
| LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Santos Finance Ltd. | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Jane Street Group | UNSCREENED | 0.25% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| Neuberger Berman CLO XVI-S Ltd. | UNSCREENED | 0.25% | no in-house ratios for this holding |
| HUM Humana, Inc. | NON_COMPLIANT | 0.25% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| ILPT Commercial Mortgage Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Cantor Commercial Real Estate Lending | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PFGC Performance Food Group, Inc. | NON_COMPLIANT | 0.24% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| Jersey Central Power & Light Co. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| ARW Arrow Electronics, Inc. | COMPLIANT | 0.24% | AAOIFI19.9% Usmani5.7% Dow Jones Islamic29.0% S&P Shariah30.1% MSCI Islamic5.7% MSCI Islamic M-Series30.1% FTSE Shariah5.7% |
| QTS Fayetteville I Dc1-2 LLC | UNSCREENED | 0.24% | 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% |
| Asurion LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| State Board of Administration Finance Corp. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Constellation Energy Generation LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Enterprise Fleet Financing LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| 1011778 BC ULC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Rate Mortgage Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BANK5 | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Signal Peak CLO 1 Ltd. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| KKR Static CLO I Ltd. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Bain Capital Credit CLO Ltd. | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| COF Capital One Financial Corp. | NON_COMPLIANT | 0.22% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| 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% |
| UBS Commercial Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Boston Gas Co. | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Sequoia Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| STWD LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 0.22% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| BXMT Ltd. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Columbia Cent CLO 30 Ltd. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Northwoods Capital XIV-B Ltd. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| RRX Regal Rexnord Corp. | NON_COMPLIANT | 0.21% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| MS Morgan Stanley | NON_COMPLIANT | 0.21% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Rockford Tower CLO Ltd. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| MSWF Commercial Mortgage Trust | UNSCREENED | 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 |
| GNMA | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| FHLMC | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| SBAC SBA Communications Corp. | NON_COMPLIANT | 0.21% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| CRM Salesforce, Inc. | COMPLIANT | 0.21% | AAOIFI20.9% Usmani38.1% Dow Jones Islamic18.3% S&P Shariah17.8% MSCI Islamic38.1% MSCI Islamic M-Series17.8% FTSE Shariah35.8% |
| Bridge Housing Corp. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| FISV Fiserv, Inc. | NON_COMPLIANT | 0.21% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| Dryden 49 Senior Loan Fund | UNSCREENED | 0.20% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| COF Capital One Financial Corp. | NON_COMPLIANT | 0.20% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| Anglo American Capital plc | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| MAN US CLO Ltd. | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Anglo American Capital plc | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CRM Salesforce, Inc. | COMPLIANT | 0.19% | AAOIFI20.9% Usmani38.1% Dow Jones Islamic18.3% S&P Shariah17.8% MSCI Islamic38.1% MSCI Islamic M-Series17.8% FTSE Shariah35.8% |
| Glencore Funding LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| NI NiSource, Inc. | NON_COMPLIANT | 0.19% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| MAR Marriott International, Inc. | NON_COMPLIANT | 0.19% | AAOIFI1.3% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| FFH.TO Fairfax Financial Holdings Ltd. | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| American Credit Acceptance Receivables Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BARC.L Barclays plc | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ACREC LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| CRBG Corebridge Financial, Inc. | NON_COMPLIANT | 0.18% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| Acore Issuer LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.18% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| BRO Brown & Brown, Inc. | NON_COMPLIANT | 0.18% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| Bain Capital Credit CLO Ltd. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Fortescue Treasury Pty. Ltd. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Haleon US Capital LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| AEP American Electric Power Co., Inc. | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Brazos Securitization LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CBRE Services, Inc. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CRBG Corebridge Financial, Inc. | NON_COMPLIANT | 0.17% | 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 | 0.17% | no in-house ratios for this holding |
| Boston Properties LP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| KeySpan Gas East Corp. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.17% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MS Morgan Stanley | NON_COMPLIANT | 0.17% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| BA Boeing Co. (The) | NON_COMPLIANT | 0.17% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| Icon Investments Six DAC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PMT Loan Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| E Eni SpA | NON_COMPLIANT | 0.17% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| GNMA | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| TRTX Issuer Ltd. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| C Citigroup, Inc. | NON_COMPLIANT | 0.16% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| BDS LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LPL Holdings, Inc. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Columbia Cent CLO 31 Ltd. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BANK | UNSCREENED | 0.16% | no in-house ratios for this holding |
| ACREC Ltd. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| PFP Ltd. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Acore Issuer LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Columbia Cent CLO 30 Ltd. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Benchmark Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Arbor Realty Commercial Real Estate Notes LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Toll Road Investors Partnership II LP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Berks County Municipal Authority (The) | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Stellantis Finance US, Inc. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| BDS LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| HCA, Inc. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| MAR Marriott International, Inc. | NON_COMPLIANT | 0.15% | AAOIFI1.3% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 0.14% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| ARW Arrow Electronics, Inc. | COMPLIANT | 0.14% | AAOIFI19.9% Usmani5.7% Dow Jones Islamic29.0% S&P Shariah30.1% MSCI Islamic5.7% MSCI Islamic M-Series30.1% FTSE Shariah5.7% |
| Santander Drive Auto Receivables Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Anglo American Capital plc | UNSCREENED | 0.14% | no in-house ratios for this holding |
| JPMDB Commercial Mortgage Securities Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| COF Capital One Financial Corp. | NON_COMPLIANT | 0.14% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| COLT Mortgage Loan Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FNMA or FHLMC | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Marin General Hospital | UNSCREENED | 0.13% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| ACREC Ltd. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Pacific Gas and Electric Co. | UNSCREENED | 0.13% | no in-house ratios for this holding |
All 7 published standards agree about this fund to within 0.2 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 3.3% ratios fail on 18.4% 79.1% not rated under AAOIFI
ratios pass on 3.5% ratios fail on 14.0% 83.4% not rated under Usmani
ratios pass on 3.2% ratios fail on 18.0% 79.6% not rated under Dow Jones Islamic
ratios pass on 3.2% ratios fail on 18.0% 79.6% not rated under S&P Shariah
ratios pass on 3.3% ratios fail on 13.8% 83.6% not rated under MSCI Islamic
ratios pass on 3.2% ratios fail on 18.0% 79.6% not rated under MSCI Islamic M-Series
ratios pass on 3.3% ratios fail on 13.8% 83.6% not rated under FTSE Shariah
58 of 1,082 listed holdings carry our own per-methodology verdicts (22% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 44 (17% 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 | 2.08% |
| United States of America | 2.06% |
| United States of America | 1.92% |
| United States of America | 1.23% |
| United States of America | 1.14% |
| United States of America | 1.14% |
| United States of America | 1.10% |
| FHLMC Pool | 1.05% |
| United States of America | 1.03% |
| United States of America | 0.87% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS Total Return Bond Fund (MRBJX) 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 |
|---|---|---|
| MFS Institutional Money Market Portfolionot matched to a ticker | 2.17% | Not screened |
| United States of Americanot matched to a ticker | 2.08% | Non-compliant |
| United States of Americanot matched to a ticker | 2.06% | Non-compliant |
| United States of Americanot matched to a ticker | 1.92% | Non-compliant |
| United States of Americanot matched to a ticker | 1.23% | Non-compliant |
| United States of Americanot matched to a ticker | 1.14% | Non-compliant |
| United States of Americanot matched to a ticker | 1.14% | Non-compliant |
| United States of Americanot matched to a ticker | 1.10% | Non-compliant |
| FHLMC Poolnot matched to a ticker | 1.05% | Non-compliant |
| United States of Americanot matched to a ticker | 1.03% | Non-compliant |
Top 10 of 1082 holdings, 14.9% 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.
- MFS Institutional Money Market Portfolionot screened2.17%
- United States of Americanon-compliant2.08%
- United States of Americanon-compliant2.06%
- United States of Americanon-compliant1.92%
- United States of Americanon-compliant1.23%
- United States of Americanon-compliant1.14%
What changed, and when
Verdict history for MRBJX. 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 MRBJX 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 6 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) | 63.70 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 124.18 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.87 | BUY |
| Momentum (10) | 0.08 | BUY |
| EMA (10) | 9.25 | BUY |
| SMA (10) | 9.25 | BUY |
| EMA (20) | 9.23 | BUY |
| SMA (20) | 9.20 | BUY |
| EMA (30) | 9.23 | BUY |
| SMA (30) | 9.19 | BUY |
| EMA (50) | 9.24 | BUY |
| SMA (50) | 9.24 | BUY |
| EMA (100) | 9.28 | BUY |
| SMA (100) | 9.31 | SELL |
| EMA (200) | 9.32 | SELL |
| SMA (200) | 9.35 | 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.