Verdicts genuinely change. Free email alert the moment PBCKX'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.
Blue Chip Fund · Principal Funds, Inc
38 holdings
NON-COMPLIANT 20.92% of portfolio weight is in non-compliant holdings, over the 5% threshold.
38 holdings, 33 matched (97% of weight). Portfolio as of 2026-05-31, filed 2026-07-24. Source: SEC Form N-PORT.
1.23% of this portfolio’s income is non-permissible — weighted across holdings, computed over 92% of portfolio weight (29 of 38 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.
36.2% compliant 40.1% questionable 20.9% non-compliant 2.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| MSFT Microsoft Corp | QUESTIONABLE | 12.79% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMZN Amazon.com Inc | QUESTIONABLE | 11.81% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| NVDA NVIDIA Corp | COMPLIANT | 10.13% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| BN Brookfield Corp | NON_COMPLIANT | 7.18% | AAOIFI15.8% Usmani2.8% Dow Jones Islamic14.1% S&P Shariah16.0% MSCI Islamic2.8% MSCI Islamic M-Series16.0% FTSE Shariah2.8% |
| AVGO Broadcom Inc | COMPLIANT | 5.13% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| V Visa Inc | COMPLIANT | 4.92% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| MA Mastercard Inc | COMPLIANT | 4.92% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| TDG TransDigm Group Inc | NON_COMPLIANT | 4.90% | AAOIFI51.2% Usmani123.0% Dow Jones Islamic45.8% S&P Shariah49.7% MSCI Islamic123.0% MSCI Islamic M-Series49.7% FTSE Shariah123.0% |
| GOOG Alphabet Inc - C Shares | QUESTIONABLE | 4.73% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| META Meta Platforms Inc | QUESTIONABLE | 4.53% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| DHR Danaher Corp | COMPLIANT | 3.08% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| GOOG Alphabet Inc - A Shares | QUESTIONABLE | 3.04% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CDNS Cadence Design Systems Inc | COMPLIANT | 2.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NFLX Netflix Inc | QUESTIONABLE | 2.79% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| KKR KKR & Co Inc | NON_COMPLIANT | 2.27% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| HEI HEICO Corp - Class A | COMPLIANT | 1.91% | AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6% |
| APH Amphenol Corp | NON_COMPLIANT | 1.41% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GE General Electric Co | NON_COMPLIANT | 1.28% | AAOIFI6.1% Usmani16.1% Dow Jones Islamic7.4% S&P Shariah8.6% MSCI Islamic16.1% MSCI Islamic M-Series8.6% FTSE Shariah15.3% |
| Moody's Corp | UNSCREENED | 1.17% | no in-house ratios for this holding |
| UBER Uber Technologies Inc | COMPLIANT | 0.92% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| VEEV Veeva Systems Inc | NON_COMPLIANT | 0.91% | AAOIFI0.4% Usmani1.7% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic1.7% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| Constellation Software Inc/Canada | UNSCREENED | 0.87% | no in-house ratios for this holding |
| SPGI S&P Global Inc | COMPLIANT | 0.72% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| HLT Hilton Worldwide Holdings Inc | NON_COMPLIANT | 0.70% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| AJG Arthur J Gallagher & Co | NON_COMPLIANT | 0.65% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 0.63% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| ISRG Intuitive Surgical Inc | COMPLIANT | 0.50% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| O'Reilly Automotive Inc | UNSCREENED | 0.46% | no in-house ratios for this holding |
| COST Costco Wholesale Corp | QUESTIONABLE | 0.45% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LYV Live Nation Entertainment Inc | NON_COMPLIANT | 0.43% | AAOIFI27.6% Usmani40.0% Dow Jones Islamic32.8% S&P Shariah37.6% MSCI Islamic40.0% MSCI Islamic M-Series37.6% FTSE Shariah32.7% |
| ABNB Airbnb Inc | NON_COMPLIANT | 0.42% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| LIN Linde PLC | COMPLIANT | 0.41% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| Principal Funds, Inc - Government Money Market Fund - Class R-6 | UNSCREENED | 0.39% | no in-house ratios for this holding |
| IDXX IDEXX Laboratories Inc | COMPLIANT | 0.35% | AAOIFI1.4% Usmani16.8% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic16.8% MSCI Islamic M-Series1.3% FTSE Shariah13.1% |
| VMC Vulcan Materials Co | COMPLIANT | 0.33% | AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6% |
| BAM Brookfield Asset Management Ltd | NON_COMPLIANT | 0.11% | AAOIFI5.6% Usmani20.3% Dow Jones Islamic4.9% S&P Shariah5.5% MSCI Islamic20.3% MSCI Islamic M-Series5.5% FTSE Shariah20.3% |
| BNT Brookfield Wealth Solutions Ltd | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BlackRock Liquidity FedFund - Institutional Class | UNSCREENED | 0.01% | no in-house ratios for this holding |
The published standards disagree about this fund by 14 points of portfolio weight — 82.1% of it passes AAOIFI, 68.1% 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 82.1% ratios fail on 9.2% 9.0% not rated under AAOIFI
ratios pass on 68.7% ratios fail on 14.6% 16.9% not rated under Usmani
ratios pass on 77.0% ratios fail on 14.1% 9.1% not rated under Dow Jones Islamic
ratios pass on 74.7% ratios fail on 14.5% 11.0% not rated under S&P Shariah
ratios pass on 68.1% ratios fail on 14.6% 17.5% not rated under MSCI Islamic
ratios pass on 74.7% ratios fail on 14.5% 11.0% not rated under MSCI Islamic M-Series
ratios pass on 76.3% ratios fail on 14.2% 9.7% not rated under FTSE Shariah
32 of 38 listed holdings carry our own per-methodology verdicts (97% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 28 (92% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BN Brookfield Corp | 7.18% |
| TDG TransDigm Group Inc | 4.90% |
| KKR KKR & Co Inc | 2.27% |
| APH Amphenol Corp | 1.41% |
| GE General Electric Co | 1.28% |
| VEEV Veeva Systems Inc | 0.91% |
| HLT Hilton Worldwide Holdings Inc | 0.70% |
| AJG Arthur J Gallagher & Co | 0.65% |
| SCHW Charles Schwab Corp/The | 0.63% |
| LYV Live Nation Entertainment Inc | 0.43% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Blue Chip Fund (PBCKX) 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 |
|---|---|---|
| MSFTMicrosoft Corp | 12.79% | Questionable |
| AMZNAmazon.com Inc | 11.81% | Questionable |
| NVDANVIDIA Corp | 10.13% | Compliant |
| BNBrookfield Corp | 7.18% | Non-compliant |
| AVGOBroadcom Inc | 5.13% | Compliant |
| VVisa Inc | 4.92% | Compliant |
| MAMastercard Inc | 4.92% | Compliant |
| TDGTransDigm Group Inc | 4.90% | Non-compliant |
| GOOGAlphabet Inc - C Shares | 4.73% | Questionable |
| METAMeta Platforms Inc | 4.53% | Questionable |
Top 10 of 38 holdings, 71.0% 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 PBCKX. 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) | 58.90 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 145.53 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.13 | BUY |
| ROC (10) | 1.76 | BUY |
| Momentum (10) | 0.74 | BUY |
| EMA (10) | 42.21 | BUY |
| SMA (10) | 42.07 | BUY |
| EMA (20) | 42.05 | BUY |
| SMA (20) | 41.80 | BUY |
| EMA (30) | 42.00 | BUY |
| SMA (30) | 41.93 | BUY |
| EMA (50) | 41.88 | BUY |
| SMA (50) | 42.29 | BUY |
| EMA (100) | 41.53 | BUY |
| SMA (100) | 41.46 | BUY |
| EMA (200) | 41.21 | BUY |
| SMA (200) | 40.63 | 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.