Verdicts genuinely change. Free email alert the moment OAZLX'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.
Oakmark Select Fund · HARRIS ASSOCIATES INVESTMENT TRUST
25 holdings
NON-COMPLIANT 58.19% of portfolio weight is in non-compliant holdings, over the 5% threshold.
25 holdings, 22 matched (88% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
0.63% of this portfolio’s income is non-permissible — weighted across holdings, computed over 70% of portfolio weight (18 of 25 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.
26.6% compliant 3.4% questionable 58.2% non-compliant 11.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| KDP Keurig Dr Pepper Inc | NON_COMPLIANT | 7.64% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| CRM Salesforce Inc | COMPLIANT | 6.43% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| First Citizens BancShares Inc/NC | UNSCREENED | 6.40% | no in-house ratios for this holding |
| IQV IQVIA Holdings Inc | NON_COMPLIANT | 6.05% | AAOIFI36.7% Usmani55.2% Dow Jones Islamic47.8% S&P Shariah44.8% MSCI Islamic54.4% MSCI Islamic M-Series44.8% FTSE Shariah53.4% |
| CNC Centene Corp | NON_COMPLIANT | 5.81% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| MRSH Marsh & McLennan Cos Inc | NON_COMPLIANT | 5.65% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| Fixed Income Clearing Corp. | UNSCREENED | 5.38% | no in-house ratios for this holding |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 5.12% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| ICLR ICON PLC | COMPLIANT | 4.95% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| ABNB Airbnb Inc | NON_COMPLIANT | 4.83% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| LAD Lithia Motors Inc | NON_COMPLIANT | 4.57% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 4.45% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| COF Capital One Financial Corp | NON_COMPLIANT | 4.22% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| CRL Charles River Laboratories International Inc | COMPLIANT | 4.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TRGP Targa Resources Corp | NON_COMPLIANT | 3.82% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| PAYC Paycom Software Inc | COMPLIANT | 3.80% | AAOIFI10.1% Usmani18.9% Dow Jones Islamic9.5% S&P Shariah9.3% MSCI Islamic18.9% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| ALLY Ally Financial Inc | NON_COMPLIANT | 3.48% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| CBRE CBRE Group Inc | COMPLIANT | 2.74% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| EFX Equifax Inc | COMPLIANT | 2.70% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| GOOG Alphabet Inc | QUESTIONABLE | 2.19% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| IT Gartner Inc | NON_COMPLIANT | 2.17% | AAOIFI28.3% Usmani46.3% Dow Jones Islamic13.9% S&P Shariah12.2% MSCI Islamic46.3% MSCI Islamic M-Series12.2% FTSE Shariah41.4% |
| COP ConocoPhillips | COMPLIANT | 1.85% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| GOOG Alphabet Inc | QUESTIONABLE | 1.23% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| PSX Phillips 66 | NON_COMPLIANT | 0.37% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| Options Clearing Corp. | UNSCREENED | 0.03% | no in-house ratios for this holding |
The published standards disagree about this fund by 13 points of portfolio weight — 27.7% of it passes AAOIFI, 14.8% 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 27.7% ratios fail on 50.0% 22.3% not rated under AAOIFI
ratios pass on 26.8% ratios fail on 41.9% 31.3% not rated under Usmani
ratios pass on 27.3% ratios fail on 50.4% 22.3% not rated under Dow Jones Islamic
ratios pass on 27.3% ratios fail on 50.4% 22.3% not rated under S&P Shariah
ratios pass on 14.8% ratios fail on 50.5% 34.7% not rated under MSCI Islamic
ratios pass on 27.3% ratios fail on 50.4% 22.3% not rated under MSCI Islamic M-Series
ratios pass on 26.6% ratios fail on 42.1% 31.3% not rated under FTSE Shariah
21 of 25 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 19 (78% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| KDP Keurig Dr Pepper Inc | 7.64% |
| IQV IQVIA Holdings Inc | 6.05% |
| CNC Centene Corp | 5.81% |
| MRSH Marsh & McLennan Cos Inc | 5.65% |
| SCHW Charles Schwab Corp/The | 5.12% |
| ABNB Airbnb Inc | 4.83% |
| LAD Lithia Motors Inc | 4.57% |
| ICE Intercontinental Exchange Inc | 4.45% |
| COF Capital One Financial Corp | 4.22% |
| TRGP Targa Resources Corp | 3.82% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Oakmark Select Fund (OAZLX) 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.
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 |
|---|---|---|
| KDPKeurig Dr Pepper Inc | 7.64% | Non-compliant |
| CRMSalesforce Inc | 6.43% | Compliant |
| First Citizens BancShares Inc/NCnot matched to a ticker | 6.40% | Not screened |
| IQVIQVIA Holdings Inc | 6.05% | Non-compliant |
| CNCCentene Corp | 5.81% | Non-compliant |
| MRSHMarsh & McLennan Cos Inc | 5.65% | Non-compliant |
| Fixed Income Clearing Corp.not matched to a ticker | 5.38% | Not screened |
| SCHWCharles Schwab Corp/The | 5.12% | Non-compliant |
| ICLRICON PLC | 4.95% | Compliant |
| ABNBAirbnb Inc | 4.83% | Non-compliant |
Top 10 of 25 holdings, 58.3% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for OAZLX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
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.
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.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 48.30 | NEUTRAL |
| Stochastic %K (14) | 82.56 | SELL |
| CCI (20) | -15.58 | NEUTRAL |
| Williams %R (14) | -17.44 | SELL |
| MACD (12,26,9) | -0.05 | SELL |
| ROC (10) | -0.26 | SELL |
| Momentum (10) | -0.27 | SELL |
| EMA (10) | 103.61 | BUY |
| SMA (10) | 103.15 | BUY |
| EMA (20) | 104.23 | SELL |
| SMA (20) | 104.39 | SELL |
| EMA (30) | 104.42 | SELL |
| SMA (30) | 105.77 | SELL |
| EMA (50) | 103.60 | BUY |
| SMA (50) | 105.58 | SELL |
| EMA (100) | 100.21 | BUY |
| SMA (100) | 99.20 | BUY |
| EMA (200) | 95.29 | BUY |
| SMA (200) | 93.53 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
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.
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.
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.
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.
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.
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.