NDVVXETF / FundMFS New Discovery Value 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 New Discovery Value Fund · MFS SERIES TRUST XIII
146 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 54.27% of portfolio weight is in non-compliant holdings, over the 5% threshold.
146 holdings, 116 matched (79% of weight). Portfolio as of 2026-08-31, filed 2026-10-26. Source: SEC Form N-PORT.
2.73% of this portfolio’s income is non-permissible — weighted across holdings, computed over 59% of portfolio weight (90 of 146 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.
25.8% compliant 0.0% questionable 53.3% non-compliant 20.9% unscreened
All holdings (146)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JP Morgan US Government Money Market Fund | UNSCREENED | 1.85% | no in-house ratios for this holding |
| Plains GP Holdings LP | UNSCREENED | 1.40% | no in-house ratios for this holding |
| CATY Cathay General Bancorp | NON_COMPLIANT | 1.26% | AAOIFI34.2% Usmani5.8% Dow Jones Islamic43.1% S&P Shariah46.5% MSCI Islamic5.8% MSCI Islamic M-Series46.5% FTSE Shariah5.8% |
| United Community Banks Inc/GA | UNSCREENED | 1.24% | no in-house ratios for this holding |
| PB Prosperity Bancshares Inc | NON_COMPLIANT | 1.23% | AAOIFI24.6% Usmani4.9% Dow Jones Islamic31.8% S&P Shariah34.1% MSCI Islamic4.9% MSCI Islamic M-Series34.1% FTSE Shariah4.9% |
| HWC Hancock Whitney Corp | NON_COMPLIANT | 1.19% | AAOIFI81.9% Usmani13.7% Dow Jones Islamic99.7% S&P Shariah110.5% MSCI Islamic13.7% MSCI Islamic M-Series110.5% FTSE Shariah13.7% |
| FIBK First Interstate BancSystem Inc | NON_COMPLIANT | 1.18% | AAOIFI4.1% Usmani0.6% Dow Jones Islamic4.6% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| COLB Columbia Banking System Inc | NON_COMPLIANT | 1.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CVBF CVB Financial Corp | NON_COMPLIANT | 1.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MHO M/I Homes Inc | COMPLIANT | 1.12% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BPOP Popular Inc | NON_COMPLIANT | 1.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FHB First Hawaiian Inc | NON_COMPLIANT | 1.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GFL GFL Environmental Inc | NON_COMPLIANT | 1.07% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| EBC Eastern Bankshares Inc | NON_COMPLIANT | 1.06% | AAOIFI7.8% Usmani1.3% Dow Jones Islamic10.2% S&P Shariah11.9% MSCI Islamic1.3% MSCI Islamic M-Series11.9% FTSE Shariah1.3% |
| SSRM SSR Mining Inc | NON_COMPLIANT | 1.04% | AAOIFI0.9% Usmani1.6% Dow Jones Islamic1.8% S&P Shariah2.2% MSCI Islamic1.6% MSCI Islamic M-Series2.2% FTSE Shariah1.5% |
| DGII Digi International Inc | COMPLIANT | 1.02% | AAOIFI4.4% Usmani12.3% Dow Jones Islamic7.5% S&P Shariah8.7% MSCI Islamic12.3% MSCI Islamic M-Series8.7% FTSE Shariah11.2% |
| Portland General Electric Co | UNSCREENED | 1.02% | no in-house ratios for this holding |
| LGND Ligand Pharmaceuticals Inc | COMPLIANT | 1.01% | AAOIFI19.7% Usmani51.8% Dow Jones Islamic34.1% S&P Shariah42.6% MSCI Islamic51.8% MSCI Islamic M-Series42.6% FTSE Shariah51.5% |
| UMBF UMB Financial Corp | NON_COMPLIANT | 1.00% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| Avient Corp | UNSCREENED | 1.00% | no in-house ratios for this holding |
| SIGI Selective Insurance Group Inc | NON_COMPLIANT | 0.99% | AAOIFI9.2% Usmani3.3% Dow Jones Islamic9.9% S&P Shariah9.5% MSCI Islamic3.3% MSCI Islamic M-Series9.5% FTSE Shariah3.3% |
| Central BanCo Inc | UNSCREENED | 0.98% | no in-house ratios for this holding |
| XPRO Expro Ltd | COMPLIANT | 0.98% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ESI Element Solutions Inc | COMPLIANT | 0.98% | AAOIFI20.7% Usmani31.7% Dow Jones Islamic26.2% S&P Shariah28.2% MSCI Islamic31.7% MSCI Islamic M-Series28.2% FTSE Shariah30.2% |
| JAN Janus Living Inc | COMPLIANT | 0.97% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| VSAT Viasat Inc | NON_COMPLIANT | 0.96% | AAOIFI66.2% Usmani45.8% Dow Jones Islamic158.7% S&P Shariah186.6% MSCI Islamic45.8% MSCI Islamic M-Series186.6% FTSE Shariah42.6% |
| PR Permian Resources Corp | COMPLIANT | 0.95% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| NWE Northwestern Energy Group Inc | NON_COMPLIANT | 0.94% | AAOIFI80.1% Usmani40.2% Dow Jones Islamic97.3% S&P Shariah105.7% MSCI Islamic40.1% MSCI Islamic M-Series105.7% FTSE Shariah40.1% |
| KWR Quaker Chemical Corp | NON_COMPLIANT | 0.92% | AAOIFI33.2% Usmani32.4% Dow Jones Islamic38.2% S&P Shariah34.7% MSCI Islamic32.4% MSCI Islamic M-Series34.7% FTSE Shariah30.6% |
| SWX Southwest Gas Holdings Inc | NON_COMPLIANT | 0.92% | AAOIFI55.0% Usmani33.5% Dow Jones Islamic62.9% S&P Shariah67.5% MSCI Islamic33.5% MSCI Islamic M-Series67.5% FTSE Shariah33.5% |
| Concentra Group Holdings Parent Inc | UNSCREENED | 0.91% | no in-house ratios for this holding |
| Prestige Consumer Healthcare Inc | UNSCREENED | 0.91% | no in-house ratios for this holding |
| IRT Independence Realty Trust Inc | NON_COMPLIANT | 0.90% | AAOIFI62.8% Usmani40.1% Dow Jones Islamic60.8% S&P Shariah64.8% MSCI Islamic40.1% MSCI Islamic M-Series64.8% FTSE Shariah40.1% |
| MTDR Matador Resources Co | NON_COMPLIANT | 0.89% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| Texas Capital Bancshares Inc | UNSCREENED | 0.89% | no in-house ratios for this holding |
| NSIT Insight Enterprises Inc | NON_COMPLIANT | 0.89% | AAOIFI31.2% Usmani12.9% Dow Jones Islamic36.5% S&P Shariah31.5% MSCI Islamic12.9% MSCI Islamic M-Series31.5% FTSE Shariah12.9% |
| SR Spire Inc | NON_COMPLIANT | 0.89% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| EPRT Essential Properties Realty Trust Inc | NON_COMPLIANT | 0.86% | AAOIFI45.0% Usmani39.1% Dow Jones Islamic49.1% S&P Shariah55.6% MSCI Islamic39.1% MSCI Islamic M-Series55.6% FTSE Shariah39.1% |
| AR Antero Resources Corp | NON_COMPLIANT | 0.86% | AAOIFI37.8% Usmani30.3% Dow Jones Islamic42.6% S&P Shariah46.0% MSCI Islamic30.3% MSCI Islamic M-Series46.0% FTSE Shariah17.2% |
| LTH Life Time Group Holdings Inc | NON_COMPLIANT | 0.85% | AAOIFI44.1% Usmani51.2% Dow Jones Islamic66.9% S&P Shariah80.4% MSCI Islamic51.0% MSCI Islamic M-Series80.4% FTSE Shariah17.9% |
| TEX Terex Corp | NON_COMPLIANT | 0.83% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| UFPT UFP Technologies Inc | COMPLIANT | 0.82% | AAOIFI6.1% Usmani20.0% Dow Jones Islamic7.3% S&P Shariah7.6% MSCI Islamic20.0% MSCI Islamic M-Series7.6% FTSE Shariah17.2% |
| LNC Lincoln National Corp | NON_COMPLIANT | 0.82% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| NXST Nexstar Media Group Inc | NON_COMPLIANT | 0.82% | AAOIFI221.8% Usmani68.2% Dow Jones Islamic222.7% S&P Shariah230.8% MSCI Islamic68.2% MSCI Islamic M-Series230.8% FTSE Shariah66.3% |
| Acadia Realty Trust | UNSCREENED | 0.81% | no in-house ratios for this holding |
| SITE SiteOne Landscape Supply Inc | COMPLIANT | 0.80% | AAOIFI22.8% Usmani32.8% Dow Jones Islamic17.3% S&P Shariah16.3% MSCI Islamic28.9% MSCI Islamic M-Series16.3% FTSE Shariah15.5% |
| LMRI Lumexa Imaging Holdings Inc | NON_COMPLIANT | 0.80% | AAOIFI78.5% Usmani53.9% Dow Jones Islamic— S&P Shariah— MSCI Islamic50.8% MSCI Islamic M-Series— FTSE Shariah46.1% |
| Chefs' Warehouse Inc/The | UNSCREENED | 0.80% | no in-house ratios for this holding |
| CUZ Cousins Properties Inc | NON_COMPLIANT | 0.80% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| TKR Timken Co/The | COMPLIANT | 0.79% | AAOIFI29.0% Usmani31.9% Dow Jones Islamic34.4% S&P Shariah35.9% MSCI Islamic31.9% MSCI Islamic M-Series35.9% FTSE Shariah30.0% |
| MMED MiniMed Group Inc | COMPLIANT | 0.79% | AAOIFI1.2% Usmani1.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic1.3% MSCI Islamic M-Series— FTSE Shariah0.0% |
| OGS ONE Gas Inc | NON_COMPLIANT | 0.77% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| BBT Beacon Financial Corp | NON_COMPLIANT | 0.77% | AAOIFI88.2% Usmani10.6% Dow Jones Islamic141.8% S&P Shariah167.3% MSCI Islamic10.6% MSCI Islamic M-Series167.3% FTSE Shariah10.6% |
| MMSI Merit Medical Systems Inc | COMPLIANT | 0.76% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| VNT Vontier Corp | NON_COMPLIANT | 0.76% | AAOIFI35.9% Usmani40.3% Dow Jones Islamic30.9% S&P Shariah30.2% MSCI Islamic40.3% MSCI Islamic M-Series30.2% FTSE Shariah39.6% |
| BancFirst Corp | UNSCREENED | 0.75% | no in-house ratios for this holding |
| CBU Community Financial System Inc | NON_COMPLIANT | 0.74% | AAOIFI14.0% Usmani2.6% Dow Jones Islamic14.9% S&P Shariah16.2% MSCI Islamic2.6% MSCI Islamic M-Series16.2% FTSE Shariah2.6% |
| SFNC Simmons First National Corp | NON_COMPLIANT | 0.74% | AAOIFI9.6% Usmani1.3% Dow Jones Islamic12.0% S&P Shariah13.1% MSCI Islamic1.3% MSCI Islamic M-Series13.1% FTSE Shariah1.3% |
| KAI Kadant Inc | COMPLIANT | 0.73% | AAOIFI14.5% Usmani27.0% Dow Jones Islamic13.4% S&P Shariah14.1% MSCI Islamic27.0% MSCI Islamic M-Series14.1% FTSE Shariah27.0% |
| EWBC East West Bancorp Inc | NON_COMPLIANT | 0.73% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| Hayward Holdings Inc | UNSCREENED | 0.72% | no in-house ratios for this holding |
| THG Hanover Insurance Group Inc/The | NON_COMPLIANT | 0.71% | AAOIFI10.6% Usmani5.0% Dow Jones Islamic13.8% S&P Shariah15.3% MSCI Islamic5.0% MSCI Islamic M-Series15.3% FTSE Shariah5.0% |
| NOMD Nomad Foods Ltd | NON_COMPLIANT | 0.70% | AAOIFI142.4% Usmani36.2% Dow Jones Islamic127.1% S&P Shariah118.8% MSCI Islamic36.2% MSCI Islamic M-Series118.8% FTSE Shariah36.2% |
| ESAB Esab Corp | NON_COMPLIANT | 0.70% | AAOIFI54.5% Usmani38.7% Dow Jones Islamic37.4% S&P Shariah40.1% MSCI Islamic38.7% MSCI Islamic M-Series40.1% FTSE Shariah36.5% |
| CRC California Resources Corp | COMPLIANT | 0.70% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| AXS Axis Capital Holdings Ltd | NON_COMPLIANT | 0.69% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ACIW ACI Worldwide Inc | COMPLIANT | 0.69% | AAOIFI16.0% Usmani27.4% Dow Jones Islamic16.8% S&P Shariah18.8% MSCI Islamic27.4% MSCI Islamic M-Series18.8% FTSE Shariah26.6% |
| SLM SLM Corp | NON_COMPLIANT | 0.69% | AAOIFI118.3% Usmani20.4% Dow Jones Islamic109.5% S&P Shariah119.8% MSCI Islamic20.4% MSCI Islamic M-Series119.8% FTSE Shariah20.4% |
| VC Visteon Corp | COMPLIANT | 0.69% | AAOIFI15.8% Usmani12.6% Dow Jones Islamic16.4% S&P Shariah15.4% MSCI Islamic12.6% MSCI Islamic M-Series15.4% FTSE Shariah8.7% |
| UE Urban Edge Properties | NON_COMPLIANT | 0.69% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WAY Waystar Holding Corp | NON_COMPLIANT | 0.68% | AAOIFI36.9% Usmani25.2% Dow Jones Islamic26.1% S&P Shariah— MSCI Islamic25.2% MSCI Islamic M-Series— FTSE Shariah25.0% |
| NVST Envista Holdings Corp | NON_COMPLIANT | 0.67% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| REXR Rexford Industrial Realty Inc | NON_COMPLIANT | 0.67% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| RPC Ridgepost Capital Inc | NON_COMPLIANT | 0.66% | AAOIFI52.4% Usmani42.6% Dow Jones Islamic43.5% S&P Shariah45.6% MSCI Islamic42.6% MSCI Islamic M-Series45.6% FTSE Shariah42.6% |
| GPI Group 1 Automotive Inc | NON_COMPLIANT | 0.66% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| HLMN Hillman Solutions Corp | NON_COMPLIANT | 0.66% | AAOIFI53.6% Usmani34.6% Dow Jones Islamic45.4% S&P Shariah45.6% MSCI Islamic33.7% MSCI Islamic M-Series45.6% FTSE Shariah29.2% |
| PATK Patrick Industries Inc | NON_COMPLIANT | 0.66% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| MIRM Mirum Pharmaceuticals Inc | COMPLIANT | 0.66% | AAOIFI11.6% Usmani73.0% Dow Jones Islamic20.3% S&P Shariah25.7% MSCI Islamic73.0% MSCI Islamic M-Series25.7% FTSE Shariah71.8% |
| Belden Inc | UNSCREENED | 0.64% | no in-house ratios for this holding |
| RUSHA Rush Enterprises Inc | COMPLIANT | 0.63% | AAOIFI7.0% Usmani11.2% Dow Jones Islamic13.4% S&P Shariah14.7% MSCI Islamic8.8% MSCI Islamic M-Series14.7% FTSE Shariah6.1% |
| Azenta Inc | UNSCREENED | 0.63% | no in-house ratios for this holding |
| CNR Core Natural Resources Inc | COMPLIANT | 0.63% | AAOIFI9.1% Usmani7.3% Dow Jones Islamic11.1% S&P Shariah12.3% MSCI Islamic7.3% MSCI Islamic M-Series12.3% FTSE Shariah7.3% |
| KEX Kirby Corp | COMPLIANT | 0.62% | AAOIFI16.8% Usmani19.6% Dow Jones Islamic18.8% S&P Shariah19.7% MSCI Islamic19.6% MSCI Islamic M-Series19.7% FTSE Shariah16.6% |
| NE Noble Corp PLC | NON_COMPLIANT | 0.62% | AAOIFI25.8% Usmani26.4% Dow Jones Islamic36.9% S&P Shariah35.9% MSCI Islamic26.1% MSCI Islamic M-Series35.9% FTSE Shariah26.1% |
| LOPE Grand Canyon Education Inc | COMPLIANT | 0.62% | AAOIFI2.6% Usmani11.3% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic11.3% MSCI Islamic M-Series2.3% FTSE Shariah0.0% |
| FCPT Four Corners Property Trust Inc | NON_COMPLIANT | 0.62% | AAOIFI45.8% Usmani41.8% Dow Jones Islamic49.5% S&P Shariah53.9% MSCI Islamic41.8% MSCI Islamic M-Series53.9% FTSE Shariah41.8% |
| SMA Smartstop Self Storage REIT Inc | NON_COMPLIANT | 0.62% | AAOIFI58.1% Usmani46.1% Dow Jones Islamic— S&P Shariah— MSCI Islamic46.1% MSCI Islamic M-Series— FTSE Shariah46.1% |
| UGI Corp | UNSCREENED | 0.61% | no in-house ratios for this holding |
| RIOT Riot Platforms Inc | COMPLIANT | 0.61% | AAOIFI10.7% Usmani26.9% Dow Jones Islamic16.7% S&P Shariah20.0% MSCI Islamic26.9% MSCI Islamic M-Series20.0% FTSE Shariah25.8% |
| WH Wyndham Hotels & Resorts Inc | NON_COMPLIANT | 0.61% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| ACAD ACADIA Pharmaceuticals Inc | COMPLIANT | 0.61% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Brunswick Corp/DE | UNSCREENED | 0.60% | no in-house ratios for this holding |
| NCNO nCino Inc | COMPLIANT | 0.59% | AAOIFI12.3% Usmani21.5% Dow Jones Islamic9.7% S&P Shariah9.1% MSCI Islamic18.3% MSCI Islamic M-Series9.1% FTSE Shariah17.5% |
| STC Stewart Information Services Corp | NON_COMPLIANT | 0.59% | AAOIFI31.4% Usmani19.6% Dow Jones Islamic33.9% S&P Shariah36.6% MSCI Islamic19.6% MSCI Islamic M-Series36.6% FTSE Shariah19.6% |
| MFS Institutional Money Market Portfolio | UNSCREENED | 0.59% | no in-house ratios for this holding |
| BOBS Bob's Discount Furniture Inc | NON_COMPLIANT | 0.58% | AAOIFI35.0% Usmani46.5% Dow Jones Islamic— S&P Shariah— MSCI Islamic42.0% MSCI Islamic M-Series— FTSE Shariah0.0% |
| SLGN Silgan Holdings Inc | NON_COMPLIANT | 0.58% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| YSWY Yesway Inc | NON_COMPLIANT | 0.57% | AAOIFI55.0% Usmani35.2% Dow Jones Islamic— S&P Shariah— MSCI Islamic35.1% MSCI Islamic M-Series— FTSE Shariah19.0% |
| Alliance Laundry Holdings Inc | UNSCREENED | 0.57% | no in-house ratios for this holding |
| CWK Cushman & Wakefield Ltd | NON_COMPLIANT | 0.57% | AAOIFI94.4% Usmani40.1% Dow Jones Islamic97.5% S&P Shariah107.0% MSCI Islamic40.1% MSCI Islamic M-Series107.0% FTSE Shariah35.1% |
| AEIS Advanced Energy Industries Inc | COMPLIANT | 0.56% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| MTH Meritage Homes Corp | NON_COMPLIANT | 0.56% | AAOIFI15.2% Usmani7.6% Dow Jones Islamic11.7% S&P Shariah11.1% MSCI Islamic7.6% MSCI Islamic M-Series11.1% FTSE Shariah7.6% |
| TRS TriMas Corp | NON_COMPLIANT | 0.56% | AAOIFI30.8% Usmani19.5% Dow Jones Islamic34.9% S&P Shariah37.2% MSCI Islamic19.4% MSCI Islamic M-Series37.2% FTSE Shariah17.7% |
| BIPC Brookfield Infrastructure Corp | 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% |
| LCLN Lincoln International Inc | NON_COMPLIANT | 0.53% | AAOIFI3.7% Usmani10.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.2% MSCI Islamic M-Seriesfail FTSE Shariah10.2% |
| BTU Peabody Energy Corp | COMPLIANT | 0.52% | AAOIFI11.8% Usmani7.8% Dow Jones Islamic15.1% S&P Shariah14.8% MSCI Islamic7.8% MSCI Islamic M-Series14.8% FTSE Shariah6.2% |
| PSN Parsons Corp | COMPLIANT | 0.51% | AAOIFI33.0% Usmani28.0% Dow Jones Islamic21.7% S&P Shariah21.1% MSCI Islamic27.9% MSCI Islamic M-Series21.1% FTSE Shariah25.2% |
| OPCH Option Care Health Inc | NON_COMPLIANT | 0.51% | AAOIFI35.7% Usmani37.6% Dow Jones Islamic27.4% S&P Shariah25.9% MSCI Islamic37.6% MSCI Islamic M-Series25.9% FTSE Shariah34.3% |
| AIN Albany International Corp | COMPLIANT | 0.51% | AAOIFI25.1% Usmani26.3% Dow Jones Islamic24.0% S&P Shariah21.2% MSCI Islamic26.3% MSCI Islamic M-Series21.2% FTSE Shariah26.3% |
| Atmus Filtration Technologies Inc | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Blackstone Digital Infrastructure Trust Inc | UNSCREENED | 0.50% | no in-house ratios for this holding |
| PFSI PennyMac Financial Services Inc | NON_COMPLIANT | 0.49% | AAOIFI169.1% Usmani21.2% Dow Jones Islamic120.8% S&P Shariah129.5% MSCI Islamic21.2% MSCI Islamic M-Series129.5% FTSE Shariah21.2% |
| BRSL Brightstar Lottery PLC | NON_COMPLIANT | 0.48% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TARS Tarsus Pharmaceuticals Inc | COMPLIANT | 0.47% | AAOIFI2.3% Usmani14.5% Dow Jones Islamic3.8% S&P Shariah4.7% MSCI Islamic14.5% MSCI Islamic M-Series4.7% FTSE Shariah11.9% |
| Praxis Precision Medicines Inc | UNSCREENED | 0.46% | no in-house ratios for this holding |
| MORN Morningstar Inc | COMPLIANT | 0.46% | AAOIFI25.6% Usmani48.7% Dow Jones Islamic18.5% S&P Shariah17.7% MSCI Islamic48.7% MSCI Islamic M-Series17.7% FTSE Shariah43.9% |
| BLSH Bullish | COMPLIANT | 0.45% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Ducommun Inc | UNSCREENED | 0.45% | no in-house ratios for this holding |
| CYTK Cytokinetics Inc | NON_COMPLIANT | 0.45% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| SYNA Synaptics Inc | COMPLIANT | 0.45% | AAOIFI18.9% Usmani41.7% Dow Jones Islamic27.4% S&P Shariah26.2% MSCI Islamic41.7% MSCI Islamic M-Series26.2% FTSE Shariah39.8% |
| Oruka Therapeutics Inc | UNSCREENED | 0.44% | no in-house ratios for this holding |
| ARCB ArcBest Corp | COMPLIANT | 0.44% | AAOIFI14.9% Usmani18.7% Dow Jones Islamic21.2% S&P Shariah19.5% MSCI Islamic18.7% MSCI Islamic M-Series19.5% FTSE Shariah8.8% |
| VNOM Viper Energy Inc | COMPLIANT | 0.44% | AAOIFI7.1% Usmani13.9% Dow Jones Islamic11.5% S&P Shariah12.6% MSCI Islamic13.9% MSCI Islamic M-Series12.6% FTSE Shariah13.9% |
| COLM Columbia Sportswear Co | COMPLIANT | 0.43% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Wolverine World Wide Inc | UNSCREENED | 0.43% | no in-house ratios for this holding |
| IONS Ionis Pharmaceuticals Inc | NON_COMPLIANT | 0.43% | AAOIFI21.0% Usmani67.5% Dow Jones Islamic23.0% S&P Shariah25.1% MSCI Islamic67.5% MSCI Islamic M-Series25.1% FTSE Shariah58.8% |
| MDU MDU Resources Group Inc | NON_COMPLIANT | 0.43% | AAOIFI62.6% Usmani33.4% Dow Jones Islamic59.6% S&P Shariah60.0% MSCI Islamic33.4% MSCI Islamic M-Series60.0% FTSE Shariah33.4% |
| ALK Alaska Air Group Inc | NON_COMPLIANT | 0.43% | AAOIFI158.3% Usmani35.0% Dow Jones Islamic123.9% S&P Shariah132.3% MSCI Islamic35.0% MSCI Islamic M-Series132.3% FTSE Shariah28.5% |
| ITRI Itron Inc | NON_COMPLIANT | 0.42% | AAOIFI38.7% Usmani41.0% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic41.0% MSCI Islamic M-Series36.7% FTSE Shariah40.3% |
| Ashland Inc | UNSCREENED | 0.42% | no in-house ratios for this holding |
| AADX Applied Aerospace & Defense Inc | COMPLIANT | 0.40% | AAOIFI18.7% Usmani28.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic26.7% MSCI Islamic M-Seriespass FTSE Shariah26.7% |
| SANM Sanmina Corp | COMPLIANT | 0.38% | AAOIFI25.7% Usmani25.0% Dow Jones Islamic33.0% S&P Shariah40.2% MSCI Islamic25.0% MSCI Islamic M-Series40.2% FTSE Shariah22.3% |
| COLL Collegium Pharmaceutical Inc | NON_COMPLIANT | 0.38% | AAOIFI31.8% Usmani11.4% Dow Jones Islamic21.9% S&P Shariah22.5% MSCI Islamic11.4% MSCI Islamic M-Series22.5% FTSE Shariah11.2% |
| Cogent Biosciences Inc | UNSCREENED | 0.37% | no in-house ratios for this holding |
| OLLI Ollie's Bargain Outlet Holdings Inc | COMPLIANT | 0.37% | AAOIFI16.0% Usmani24.0% Dow Jones Islamic11.3% S&P Shariah12.2% MSCI Islamic24.0% MSCI Islamic M-Series12.2% FTSE Shariah0.1% |
| MIR Mirion Technologies Inc | COMPLIANT | 0.37% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| PXED Phoenix Education Partners Inc | COMPLIANT | 0.35% | AAOIFI11.7% Usmani20.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic20.0% MSCI Islamic M-Series— FTSE Shariah9.2% |
| IP International Paper Co | NON_COMPLIANT | 0.32% | AAOIFI50.2% Usmani27.3% Dow Jones Islamic47.6% S&P Shariah55.5% MSCI Islamic27.1% MSCI Islamic M-Series55.5% FTSE Shariah25.2% |
| ECHO EchoStar Corp | NON_COMPLIANT | 0.30% | AAOIFI70.1% Usmani44.9% Dow Jones Islamic89.9% S&P Shariah120.2% MSCI Islamic44.6% MSCI Islamic M-Series120.2% FTSE Shariah44.2% |
| Goodyear Tire & Rubber Co/The | UNSCREENED | 0.30% | no in-house ratios for this holding |
| BHE Benchmark Electronics Inc | COMPLIANT | 0.25% | AAOIFI11.3% Usmani13.3% Dow Jones Islamic16.2% S&P Shariah18.7% MSCI Islamic13.3% MSCI Islamic M-Series18.7% FTSE Shariah8.3% |
| Core Scientific Inc | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Suncrete Inc | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CSW CSW Industrials Inc | COMPLIANT | 0.20% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FCEL FuelCell Energy Inc | NON_COMPLIANT | 0.19% | AAOIFI11.7% Usmani12.7% Dow Jones Islamic39.7% S&P Shariah38.1% MSCI Islamic12.7% MSCI Islamic M-Series38.1% FTSE Shariah11.7% |
| WOLF Wolfspeed Inc | NON_COMPLIANT | 0.14% | AAOIFI145.1% Usmani59.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.7% MSCI Islamic M-Seriesfail FTSE Shariah56.2% |
The published standards disagree about this fund by 9 points of portfolio weight — 30.5% of it passes FTSE Shariah, 21.9% passes MSCI Islamic M-Series. 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 25.5% ratios fail on 50.0% 26.4% not rated under AAOIFI
ratios pass on 25.2% ratios fail on 47.1% 29.5% not rated under Usmani
ratios pass on 23.5% ratios fail on 48.6% 29.8% not rated under Dow Jones Islamic
ratios pass on 22.9% ratios fail on 49.1% 29.8% not rated under S&P Shariah
ratios pass on 25.5% ratios fail on 49.8% 26.5% not rated under MSCI Islamic
ratios pass on 21.9% ratios fail on 50.2% 29.8% not rated under MSCI Islamic M-Series
ratios pass on 30.5% ratios fail on 44.3% 27.1% not rated under FTSE Shariah
116 of 146 listed holdings carry our own per-methodology verdicts (81% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 107 (75% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| CATY Cathay General Bancorp | 1.26% |
| PB Prosperity Bancshares Inc | 1.23% |
| HWC Hancock Whitney Corp | 1.19% |
| FIBK First Interstate BancSystem Inc | 1.18% |
| COLB Columbia Banking System Inc | 1.16% |
| CVBF CVB Financial Corp | 1.15% |
| BPOP Popular Inc | 1.09% |
| FHB First Hawaiian Inc | 1.07% |
| GFL GFL Environmental Inc | 1.07% |
| EBC Eastern Bankshares Inc | 1.06% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS New Discovery Value Fund (NDVVX) 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 |
|---|---|---|
| JP Morgan US Government Money Market Fundnot matched to a ticker | 1.85% | Not screened |
| Plains GP Holdings LPnot matched to a ticker | 1.40% | Not screened |
| CATYCathay General Bancorp | 1.26% | Non-compliant |
| United Community Banks Inc/GAnot matched to a ticker | 1.24% | Not screened |
| PBProsperity Bancshares Inc | 1.23% | Non-compliant |
| HWCHancock Whitney Corp | 1.19% | Non-compliant |
| FIBKFirst Interstate BancSystem Inc | 1.18% | Non-compliant |
| COLBColumbia Banking System Inc | 1.16% | Non-compliant |
| CVBFCVB Financial Corp | 1.15% | Non-compliant |
| MHOM/I Homes Inc | 1.12% | Compliant |
Top 10 of 146 holdings, 12.8% 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.
- JP Morgan US Government Money Market Fundnot screened1.85%
- Plains GP Holdings LPnot screened1.40%
- CATYnon-compliant1.26%
- United Community Banks Inc/GAnot screened1.24%
- PBnon-compliant1.23%
- HWCnon-compliant1.19%
What changed, and when
Verdict history for NDVVX. 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 NDVVX 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 2 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) | 61.50 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 191.89 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.10 | BUY |
| ROC (10) | 3.30 | BUY |
| Momentum (10) | 0.58 | BUY |
| EMA (10) | 17.88 | BUY |
| SMA (10) | 17.79 | BUY |
| EMA (20) | 17.83 | BUY |
| SMA (20) | 17.68 | BUY |
| EMA (30) | 17.88 | BUY |
| SMA (30) | 17.74 | BUY |
| EMA (50) | 18.02 | BUY |
| SMA (50) | 18.13 | BUY |
| EMA (100) | 18.08 | BUY |
| SMA (100) | 18.38 | SELL |
| EMA (200) | 17.68 | BUY |
| SMA (200) | 17.89 | 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.