MVGAXETF / FundMFS Low Volatility Global Equity Fund
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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 Low Volatility Global Equity Fund · MFS SERIES TRUST I
113 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 37.77% of portfolio weight is in non-compliant holdings, over the 5% threshold.
113 holdings, 95 matched (90% of weight). Portfolio as of 2026-08-31, filed 2026-10-26. Source: SEC Form N-PORT.
2.14% of this portfolio’s income is non-permissible — weighted across holdings, computed over 84% of portfolio weight (89 of 113 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.
48.6% compliant 3.6% questionable 37.4% non-compliant 10.5% unscreened
All holdings (113)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JNJ Johnson & Johnson | COMPLIANT | 3.26% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| MCK McKesson Corp | COMPLIANT | 2.97% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| CL Colgate-Palmolive Co | COMPLIANT | 2.96% | AAOIFI10.5% Usmani46.6% Dow Jones Islamic11.2% S&P Shariah11.2% MSCI Islamic46.6% MSCI Islamic M-Series11.2% FTSE Shariah46.6% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 2.69% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| RO.SW Roche Holding AG | COMPLIANT | 2.68% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| D05.SI DBS Group Holdings Ltd | NON_COMPLIANT | 2.42% | AAOIFI33.5% Usmani8.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic8.4% MSCI Islamic M-Seriesfail FTSE Shariah8.4% |
| MSFT Microsoft Corp | QUESTIONABLE | 2.37% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| IGG.L IG Group Holdings PLC | NON_COMPLIANT | 2.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KPN.AS Koninklijke KPN NV | NON_COMPLIANT | 2.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 0002.HK CLP Holdings Ltd | NON_COMPLIANT | 2.07% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| E Eni SpA | NON_COMPLIANT | 1.91% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| ADI Analog Devices Inc | COMPLIANT | 1.79% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| 4768.T Otsuka Corp | COMPLIANT | 1.64% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Orion Corp/Republic of Korea | UNSCREENED | 1.63% | no in-house ratios for this holding |
| GD General Dynamics Corp | NON_COMPLIANT | 1.62% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| FNV Franco-Nevada Corp | COMPLIANT | 1.61% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MFS Institutional Money Market Portfolio | UNSCREENED | 1.53% | no in-house ratios for this holding |
| AAPL Apple Inc | COMPLIANT | 1.36% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| 9433.T KDDI Corp | NON_COMPLIANT | 1.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| 9201.T Japan Airlines Co Ltd | NON_COMPLIANT | 1.35% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| International Container Terminal Services Inc | UNSCREENED | 1.34% | no in-house ratios for this holding |
| V03.SI Venture Corp Ltd | COMPLIANT | 1.34% | AAOIFI0.4% Usmani1.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.5% MSCI Islamic M-Seriesfail FTSE Shariah0.5% |
| EG Everest Group Ltd | NON_COMPLIANT | 1.31% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ADSK Autodesk Inc | COMPLIANT | 1.30% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| CI Cigna Group/The | NON_COMPLIANT | 1.29% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| GOOG Alphabet Inc | QUESTIONABLE | 1.22% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| Constellation Software Inc/Canada | UNSCREENED | 1.20% | no in-house ratios for this holding |
| DOL.TO Dollarama Inc | COMPLIANT | 1.06% | AAOIFI11.7% Usmani108.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic71.4% MSCI Islamic M-Seriespass FTSE Shariah71.4% |
| PG Procter & Gamble Co/The | COMPLIANT | 1.03% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| EIX Edison International | NON_COMPLIANT | 0.99% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| G24.DE Scout24 SE | COMPLIANT | 0.96% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 6436.T Amano Corp | COMPLIANT | 0.95% | AAOIFI5.4% Usmani14.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic7.6% MSCI Islamic M-Seriespass FTSE Shariah7.6% |
| XEL Xcel Energy Inc | NON_COMPLIANT | 0.92% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| VTR Ventas Inc | COMPLIANT | 0.91% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| ASML ASML Holding NV | COMPLIANT | 0.91% | AAOIFI0.8% Usmani8.7% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic8.7% MSCI Islamic M-Series1.4% FTSE Shariah8.7% |
| MET MetLife Inc | NON_COMPLIANT | 0.90% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| TEL TE Connectivity PLC | COMPLIANT | 0.90% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| SUZB3.SA Suzano SA | NON_COMPLIANT | 0.90% | AAOIFI167.1% Usmani64.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic60.6% MSCI Islamic M-Seriesfail FTSE Shariah60.6% |
| CB Chubb Ltd | NON_COMPLIANT | 0.89% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| NNN REIT Inc | UNSCREENED | 0.88% | no in-house ratios for this holding |
| TSCO.L Tesco PLC | NON_COMPLIANT | 0.88% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TJX TJX Cos Inc/The | COMPLIANT | 0.87% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| NVDA NVIDIA Corp | COMPLIANT | 0.85% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| CPG.L Compass Group PLC | COMPLIANT | 0.80% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 4732.T USS Co Ltd | COMPLIANT | 0.80% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| AEE Ameren Corp | NON_COMPLIANT | 0.79% | AAOIFI71.5% Usmani40.2% Dow Jones Islamic76.5% S&P Shariah85.2% MSCI Islamic40.2% MSCI Islamic M-Series85.2% FTSE Shariah40.2% |
| WP Carey Inc | UNSCREENED | 0.77% | no in-house ratios for this holding |
| CTSH Cognizant Technology Solutions Corp | COMPLIANT | 0.77% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| PEP PepsiCo Inc | COMPLIANT | 0.76% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| Ryman Hospitality Properties Inc | UNSCREENED | 0.74% | no in-house ratios for this holding |
| VIS.MC Viscofan SA | COMPLIANT | 0.74% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| ROP Roper Technologies Inc | COMPLIANT | 0.73% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| ROST Ross Stores Inc | COMPLIANT | 0.73% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| BATS.L British American Tobacco PLC | NON_COMPLIANT | 0.72% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DUK Duke Energy Corp | NON_COMPLIANT | 0.72% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| GILD Gilead Sciences Inc | COMPLIANT | 0.70% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| KMB Kimberly-Clark Corp | COMPLIANT | 0.70% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| 9065.T Sankyu Inc | COMPLIANT | 0.70% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| IG.MI Italgas SpA | NON_COMPLIANT | 0.69% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MRK Merck & Co Inc | COMPLIANT | 0.68% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| EVRG Evergy Inc | NON_COMPLIANT | 0.66% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| VRTX Vertex Pharmaceuticals Inc | COMPLIANT | 0.66% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| GIB CGI Inc | COMPLIANT | 0.66% | AAOIFI13.9% Usmani16.1% Dow Jones Islamic10.4% S&P Shariah10.0% MSCI Islamic16.1% MSCI Islamic M-Series10.0% FTSE Shariah16.1% |
| BDX Becton Dickinson & Co | NON_COMPLIANT | 0.65% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| ORA.PA Orange SA | NON_COMPLIANT | 0.64% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| TDY Teledyne Technologies Inc | NON_COMPLIANT | 0.62% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| AMP Ameriprise Financial Inc | NON_COMPLIANT | 0.61% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BKNG Booking Holdings Inc | COMPLIANT | 0.61% | AAOIFI16.4% Usmani69.7% Dow Jones Islamic13.4% S&P Shariah14.4% MSCI Islamic69.7% MSCI Islamic M-Series14.4% FTSE Shariah68.0% |
| SU Suncor Energy Inc | COMPLIANT | 0.60% | AAOIFI13.4% Usmani21.2% Dow Jones Islamic19.8% S&P Shariah21.8% MSCI Islamic16.1% MSCI Islamic M-Series21.8% FTSE Shariah16.1% |
| AC.MX Arca Continental SAB de CV | COMPLIANT | 0.59% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| AKRBP.OL Aker BP ASA | NON_COMPLIANT | 0.59% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| MA Mastercard Inc | COMPLIANT | 0.58% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| SSNC SS&C Technologies Holdings Inc | NON_COMPLIANT | 0.58% | AAOIFI39.6% Usmani37.7% Dow Jones Islamic41.2% S&P Shariah44.6% MSCI Islamic37.7% MSCI Islamic M-Series44.6% FTSE Shariah36.8% |
| ENB.TO Enbridge Inc | NON_COMPLIANT | 0.58% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ACN Accenture PLC | COMPLIANT | 0.57% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| TD Toronto-Dominion Bank/The | NON_COMPLIANT | 0.55% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TYL Tyler Technologies Inc | COMPLIANT | 0.54% | AAOIFI9.8% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.2% MSCI Islamic25.0% MSCI Islamic M-Series7.2% FTSE Shariah24.2% |
| AISF.F Advanced Info Service PCL | COMPLIANT | 0.54% | AAOIFIpass Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| S63.SI Singapore Technologies Engineering Ltd | NON_COMPLIANT | 0.53% | AAOIFI14.7% Usmani34.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic30.1% MSCI Islamic M-Seriesfail FTSE Shariah30.1% |
| Fisher & Paykel Healthcare Corp Ltd | UNSCREENED | 0.53% | no in-house ratios for this holding |
| OBICY Obic Co Ltd | COMPLIANT | 0.53% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BBVA.MC Banco Bilbao Vizcaya Argentaria SA | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| O'Reilly Automotive Inc | UNSCREENED | 0.51% | no in-house ratios for this holding |
| MDLZ Mondelez International Inc | COMPLIANT | 0.51% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| NTRS Northern Trust Corp | NON_COMPLIANT | 0.50% | AAOIFI12.6% Usmani2.1% Dow Jones Islamic15.2% S&P Shariah17.3% MSCI Islamic2.1% MSCI Islamic M-Series17.3% FTSE Shariah2.1% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 0.50% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| STE STERIS PLC | COMPLIANT | 0.49% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| AXP American Express Co | NON_COMPLIANT | 0.49% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| ABBV AbbVie Inc | COMPLIANT | 0.48% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| V Visa Inc | COMPLIANT | 0.48% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| PFE Pfizer Inc | NON_COMPLIANT | 0.46% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| MDT Medtronic PLC | COMPLIANT | 0.45% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| GRUMAB.MX Gruma SAB de CV | NON_COMPLIANT | 0.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ATO Atmos Energy Corp | NON_COMPLIANT | 0.45% | AAOIFI36.8% Usmani32.5% Dow Jones Islamic39.5% S&P Shariah44.7% MSCI Islamic32.5% MSCI Islamic M-Series44.7% FTSE Shariah32.5% |
| BDO Unibank Inc | UNSCREENED | 0.44% | no in-house ratios for this holding |
| HIG Hartford Insurance Group Inc/The | NON_COMPLIANT | 0.44% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| Grupo Financiero Banorte SAB de CV | UNSCREENED | 0.42% | no in-house ratios for this holding |
| 9021.T West Japan Railway Co | NON_COMPLIANT | 0.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SPK.NZ Spark New Zealand Ltd | NON_COMPLIANT | 0.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EHC Encompass Health Corp | COMPLIANT | 0.40% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| LDOS Leidos Holdings Inc | NON_COMPLIANT | 0.38% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| RPM RPM International Inc | COMPLIANT | 0.33% | AAOIFI21.9% Usmani35.3% Dow Jones Islamic20.5% S&P Shariah21.0% MSCI Islamic35.3% MSCI Islamic M-Series21.0% FTSE Shariah30.4% |
| Aramark | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Check Point Software Technologies Ltd | UNSCREENED | 0.28% | no in-house ratios for this holding |
| 5021.T Cosmo Energy Holdings Co Ltd | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ABEV3.SA Ambev SA | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| IMB.L Imperial Brands PLC | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EURO CURRENCY | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BRAZILIAN REAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CANADIAN DOLLAR | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PHILIPPINE PESO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| NORWEGIAN KRONE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CSU.TO CONSTELLATION SOFTWARE INC | COMPLIANT | 0.00% | AAOIFI13.2% Usmani38.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic35.8% MSCI Islamic M-Seriespass FTSE Shariah35.8% |
The published standards disagree about this fund by 18 points of portfolio weight — 51.8% of it passes AAOIFI, 34.0% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 51.8% ratios fail on 35.0% 14.2% not rated under AAOIFI
ratios pass on 38.7% ratios fail on 46.2% 16.1% not rated under Usmani
ratios pass on 45.6% ratios fail on 37.8% 17.7% not rated under Dow Jones Islamic
ratios pass on 48.1% ratios fail on 35.2% 17.7% not rated under S&P Shariah
ratios pass on 34.0% ratios fail on 50.0% 17.0% not rated under MSCI Islamic
ratios pass on 46.8% ratios fail on 36.5% 17.7% not rated under MSCI Islamic M-Series
ratios pass on 42.0% ratios fail on 41.3% 17.7% not rated under FTSE Shariah
95 of 113 listed holdings carry our own per-methodology verdicts (90% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 65 (64% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| D05.SI DBS Group Holdings Ltd | 2.42% |
| IGG.L IG Group Holdings PLC | 2.18% |
| KPN.AS Koninklijke KPN NV | 2.17% |
| 0002.HK CLP Holdings Ltd | 2.07% |
| E Eni SpA | 1.91% |
| GD General Dynamics Corp | 1.62% |
| 9433.T KDDI Corp | 1.35% |
| 9201.T Japan Airlines Co Ltd | 1.35% |
| EG Everest Group Ltd | 1.31% |
| CI Cigna Group/The | 1.29% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS Low Volatility Global Equity Fund (MVGAX) 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 |
|---|---|---|
| JNJJohnson & Johnson | 3.26% | Compliant |
| MCKMcKesson Corp | 2.97% | Compliant |
| CLColgate-Palmolive Co | 2.96% | Compliant |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 2.69% | Compliant |
| RO.SWRoche Holding AG | 2.68% | Compliant |
| D05.SIDBS Group Holdings Ltd | 2.42% | Non-compliant |
| MSFTMicrosoft Corp | 2.37% | Questionable |
| IGG.LIG Group Holdings PLC | 2.18% | Non-compliant |
| KPN.ASKoninklijke KPN NV | 2.17% | Non-compliant |
| 0002.HKCLP Holdings Ltd | 2.07% | Non-compliant |
Top 10 of 113 holdings, 25.8% 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.
- D05.SInon-compliant2.42%
- MSFTquestionable2.37%
- IGG.Lnon-compliant2.18%
- KPN.ASnon-compliant2.17%
- 0002.HKnon-compliant2.07%
- Enon-compliant1.91%
What changed, and when
Verdict history for MVGAX. 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 MVGAX 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 4 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) | 65.40 | NEUTRAL |
| Stochastic %K (14) | 91.04 | SELL |
| CCI (20) | 84.39 | NEUTRAL |
| Williams %R (14) | -8.96 | SELL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 1.40 | BUY |
| Momentum (10) | 0.26 | BUY |
| EMA (10) | 18.75 | BUY |
| SMA (10) | 18.79 | BUY |
| EMA (20) | 18.60 | BUY |
| SMA (20) | 18.50 | BUY |
| EMA (30) | 18.53 | BUY |
| SMA (30) | 18.37 | BUY |
| EMA (50) | 18.45 | BUY |
| SMA (50) | 18.45 | BUY |
| EMA (100) | 18.28 | BUY |
| SMA (100) | 18.28 | BUY |
| EMA (200) | 17.94 | BUY |
| SMA (200) | 17.98 | 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.