Verdicts genuinely change. Free email alert the moment PBSRX'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.
Polen 5Perspectives Small Growth Fund · FundVantage Trust
93 holdings
NON-COMPLIANT 25.00% of portfolio weight is in non-compliant holdings, over the 5% threshold.
93 holdings, 67 matched (77% of weight). Portfolio as of 2026-07-31, filed 2026-09-22. Source: SEC Form N-PORT.
3.95% of this portfolio’s income is non-permissible — weighted across holdings, computed over 71% of portfolio weight (61 of 93 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.
52.1% compliant 0.0% questionable 25.0% non-compliant 22.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| DOCN DIGITALOCEAN HOLDINGS INC | COMPLIANT | 3.41% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| BROOKDALE SENIOR LIVING INC | UNSCREENED | 3.02% | no in-house ratios for this holding |
| BELFA BEL FUSE INC | COMPLIANT | 2.62% | AAOIFI1.0% Usmani2.7% Dow Jones Islamic11.3% S&P Shariah13.7% MSCI Islamic2.7% MSCI Islamic M-Series13.7% FTSE Shariah0.0% |
| FROG JFROG LTD | COMPLIANT | 2.46% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| LASR NLIGHT INC | COMPLIANT | 2.41% | AAOIFI0.6% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.9% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| YOU CLEAR SECURE INC | COMPLIANT | 2.39% | AAOIFI1.5% Usmani7.0% Dow Jones Islamic2.3% S&P Shariah2.8% MSCI Islamic7.0% MSCI Islamic M-Series2.8% FTSE Shariah0.0% |
| WULF TERAWULF INC | NON_COMPLIANT | 2.38% | AAOIFI35.4% Usmani38.9% Dow Jones Islamic65.9% S&P Shariah91.8% MSCI Islamic38.9% MSCI Islamic M-Series91.8% FTSE Shariah38.6% |
| CECO CECO ENVIRONMENTAL CORP | COMPLIANT | 2.20% | AAOIFI16.5% Usmani20.4% Dow Jones Islamic42.8% S&P Shariah52.9% MSCI Islamic20.4% MSCI Islamic M-Series52.9% FTSE Shariah19.5% |
| VSEC VSE CORP | COMPLIANT | 2.12% | AAOIFI19.0% Usmani23.3% Dow Jones Islamic28.8% S&P Shariah37.2% MSCI Islamic23.3% MSCI Islamic M-Series37.2% FTSE Shariah21.5% |
| SPHR SPHERE ENTERTAINMENT COMPANY | NON_COMPLIANT | 2.02% | AAOIFI17.9% Usmani22.6% Dow Jones Islamic33.8% S&P Shariah40.3% MSCI Islamic22.6% MSCI Islamic M-Series40.3% FTSE Shariah19.3% |
| MOD MODINE MANUFACTURING COMPANY | COMPLIANT | 1.85% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| TWST TWIST BIOSCIENCE CORP | COMPLIANT | 1.84% | AAOIFI1.1% Usmani13.9% Dow Jones Islamic3.2% S&P Shariah3.5% MSCI Islamic13.9% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| AIR AAR CORP | NON_COMPLIANT | 1.82% | AAOIFI24.2% Usmani29.0% Dow Jones Islamic29.6% S&P Shariah33.0% MSCI Islamic29.0% MSCI Islamic M-Series33.0% FTSE Shariah25.7% |
| CAKE CHEESECAKE FACTORY INC (THE) | NON_COMPLIANT | 1.79% | AAOIFI40.3% Usmani65.3% Dow Jones Islamic74.8% S&P Shariah86.9% MSCI Islamic65.3% MSCI Islamic M-Series86.9% FTSE Shariah19.2% |
| LTH LIFE TIME GROUP HOLDINGS INC | NON_COMPLIANT | 1.69% | AAOIFI44.1% Usmani51.2% Dow Jones Islamic66.9% S&P Shariah80.4% MSCI Islamic51.0% MSCI Islamic M-Series80.4% FTSE Shariah17.9% |
| MLCMF MILLICOM INTERNATIONAL CELLULAR SA | NON_COMPLIANT | 1.62% | AAOIFI43.3% Usmani39.9% Dow Jones Islamic149.5% S&P Shariah184.8% MSCI Islamic39.9% MSCI Islamic M-Series184.8% FTSE Shariah39.9% |
| VCTR VICTORY CAPITAL HOLDINGS INC | NON_COMPLIANT | 1.58% | AAOIFI14.5% Usmani23.2% Dow Jones Islamic21.9% S&P Shariah25.6% MSCI Islamic23.2% MSCI Islamic M-Series25.6% FTSE Shariah23.2% |
| PTGX PROTAGONIST THERAPEUTICS INC | NON_COMPLIANT | 1.57% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| BE BLOOM ENERGY CORP | COMPLIANT | 1.56% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BWX TECHNOLOGIES INC | UNSCREENED | 1.52% | no in-house ratios for this holding |
| OSCR OSCAR HEALTH INC | NON_COMPLIANT | 1.49% | AAOIFI4.3% Usmani3.8% Dow Jones Islamic8.0% S&P Shariah8.8% MSCI Islamic3.8% MSCI Islamic M-Series8.8% FTSE Shariah3.8% |
| WISDOMTREE INC | UNSCREENED | 1.46% | no in-house ratios for this holding |
| RNG RINGCENTRAL INC | NON_COMPLIANT | 1.43% | AAOIFI19.9% Usmani84.3% Dow Jones Islamic41.2% S&P Shariah42.1% MSCI Islamic84.3% MSCI Islamic M-Series42.1% FTSE Shariah81.1% |
| BLLN BILLIONTOONE INC | COMPLIANT | 1.42% | AAOIFI3.1% Usmani19.7% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic19.6% MSCI Islamic M-Seriespass FTSE Shariah12.5% |
| REALREAL INC (THE) | UNSCREENED | 1.38% | no in-house ratios for this holding |
| OUT OUTFRONT MEDIA INC | NON_COMPLIANT | 1.38% | AAOIFI81.0% Usmani78.4% Dow Jones Islamic116.5% S&P Shariah138.2% MSCI Islamic78.4% MSCI Islamic M-Series138.2% FTSE Shariah48.0% |
| CALLAWAY GOLF COMPANY | UNSCREENED | 1.35% | no in-house ratios for this holding |
| GH GUARDANT HEALTH INC | COMPLIANT | 1.34% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| PRLB PROTO LABS INC | COMPLIANT | 1.32% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.3% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| ESTA ESTABLISHMENT LABS HOLDINGS INC | COMPLIANT | 1.29% | AAOIFI12.0% Usmani75.4% Dow Jones Islamic17.1% S&P Shariah18.8% MSCI Islamic75.4% MSCI Islamic M-Series18.8% FTSE Shariah74.4% |
| AZZ AZZ INC | COMPLIANT | 1.26% | AAOIFI12.6% Usmani24.1% Dow Jones Islamic16.2% S&P Shariah19.3% MSCI Islamic23.4% MSCI Islamic M-Series19.3% FTSE Shariah21.3% |
| ERMENEGILDO ZEGNA NV | UNSCREENED | 1.24% | no in-house ratios for this holding |
| FIVE9 INC | UNSCREENED | 1.24% | no in-house ratios for this holding |
| VECO VEECO INSTRUMENTS INC | COMPLIANT | 1.22% | AAOIFI8.3% Usmani18.5% Dow Jones Islamic13.4% S&P Shariah13.5% MSCI Islamic18.5% MSCI Islamic M-Series13.5% FTSE Shariah16.0% |
| SOLARIS ENERGY INFRASTRUCTURE INC | UNSCREENED | 1.20% | no in-house ratios for this holding |
| SMTC SEMTECH CORP | COMPLIANT | 1.12% | AAOIFI3.8% Usmani36.0% Dow Jones Islamic8.0% S&P Shariah10.6% MSCI Islamic36.0% MSCI Islamic M-Series10.6% FTSE Shariah34.2% |
| MIRM MIRUM PHARMACEUTICALS INC | COMPLIANT | 1.12% | AAOIFI11.6% Usmani73.0% Dow Jones Islamic20.3% S&P Shariah25.7% MSCI Islamic73.0% MSCI Islamic M-Series25.7% FTSE Shariah71.8% |
| GKOS GLAUKOS CORP | COMPLIANT | 1.10% | AAOIFI0.9% Usmani17.3% Dow Jones Islamic1.4% S&P Shariah1.5% MSCI Islamic10.0% MSCI Islamic M-Series1.5% FTSE Shariah6.2% |
| KN KNOWLES CORP | COMPLIANT | 1.09% | AAOIFI5.0% Usmani14.4% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic14.3% MSCI Islamic M-Series8.2% FTSE Shariah12.4% |
| LFUS LITTELFUSE INC | COMPLIANT | 1.06% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| COPA HOLDINGS SA | UNSCREENED | 1.06% | no in-house ratios for this holding |
| MRX MAREX GROUP LTD | NON_COMPLIANT | 1.03% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| AMPX AMPRIUS TECHNOLOGIES INC | COMPLIANT | 1.00% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LZ LEGALZOOM.COM INC | COMPLIANT | 0.99% | AAOIFI1.5% Usmani3.2% Dow Jones Islamic1.1% S&P Shariah1.0% MSCI Islamic3.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| TVTX TRAVERE THERAPEUTICS INC | COMPLIANT | 0.98% | AAOIFI10.0% Usmani77.2% Dow Jones Islamic24.4% S&P Shariah32.6% MSCI Islamic77.2% MSCI Islamic M-Series32.6% FTSE Shariah75.4% |
| TSHA TAYSHA GENE THERAPIES INC | NON_COMPLIANT | 0.97% | AAOIFI3.1% Usmani12.1% Dow Jones Islamic5.9% S&P Shariah7.4% MSCI Islamic12.0% MSCI Islamic M-Series7.4% FTSE Shariah10.5% |
| SCHOLAR ROCK HOLDING CORP | UNSCREENED | 0.94% | no in-house ratios for this holding |
| PRAXIS PRECISION MEDICINES INC | UNSCREENED | 0.93% | no in-house ratios for this holding |
| AAOI APPLIED OPTOELECTRONICS INC | COMPLIANT | 0.92% | AAOIFI1.5% Usmani6.0% Dow Jones Islamic3.5% S&P Shariah5.0% MSCI Islamic6.0% MSCI Islamic M-Series5.0% FTSE Shariah2.6% |
| AEHR AEHR TEST SYSTEMS INC | COMPLIANT | 0.90% | AAOIFI— Usmanifail Dow Jones Islamic— S&P Shariah— MSCI Islamicfail MSCI Islamic M-Series— FTSE Shariahfail |
| DIANTHUS THERAPEUTICS INC | UNSCREENED | 0.88% | no in-house ratios for this holding |
| LINDBLAD EXPEDITIONS HOLDINGS INC | UNSCREENED | 0.87% | no in-house ratios for this holding |
| PTCT PTC THERAPEUTICS INC | NON_COMPLIANT | 0.86% | AAOIFI11.9% Usmani21.4% Dow Jones Islamic16.9% S&P Shariah20.0% MSCI Islamic21.2% MSCI Islamic M-Series20.0% FTSE Shariah18.2% |
| BTSG BRIGHTSPRING HEALTH SERVICES INC | COMPLIANT | 0.83% | AAOIFI19.9% Usmani39.9% Dow Jones Islamic37.1% S&P Shariah45.1% MSCI Islamic39.6% MSCI Islamic M-Series45.1% FTSE Shariah36.6% |
| ADPT ADAPTIVE BIOTECHNOLOGIES CORP | COMPLIANT | 0.79% | AAOIFI2.0% Usmani11.8% Dow Jones Islamic3.9% S&P Shariah5.1% MSCI Islamic11.8% MSCI Islamic M-Series5.1% FTSE Shariah0.0% |
| PENGUIN SOLUTIONS INC (US) | UNSCREENED | 0.76% | no in-house ratios for this holding |
| AGX ARGAN INC | COMPLIANT | 0.75% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| PTON PELOTON INTERACTIVE INC | NON_COMPLIANT | 0.75% | AAOIFI73.9% Usmani85.1% Dow Jones Islamic61.8% S&P Shariah68.9% MSCI Islamic85.1% MSCI Islamic M-Series68.9% FTSE Shariah65.2% |
| DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS | UNSCREENED | 0.72% | no in-house ratios for this holding |
| ADEA ADEIA INC | COMPLIANT | 0.70% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| CRS CARPENTER TECHNOLOGY CORP | COMPLIANT | 0.70% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.9% S&P Shariah6.4% MSCI Islamic19.0% MSCI Islamic M-Series6.4% FTSE Shariah18.0% |
| AXTI AXT INC | COMPLIANT | 0.67% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.5% S&P Shariah0.7% MSCI Islamic0.6% MSCI Islamic M-Series0.7% FTSE Shariah0.5% |
| XMTR XOMETRY INC | COMPLIANT | 0.66% | AAOIFI7.3% Usmani32.1% Dow Jones Islamic15.3% S&P Shariah19.0% MSCI Islamic32.1% MSCI Islamic M-Series19.0% FTSE Shariah31.1% |
| ETON ETON PHARMACEUTICALS INC | COMPLIANT | 0.65% | AAOIFI1.7% Usmani25.2% Dow Jones Islamic5.4% S&P Shariah7.4% MSCI Islamic25.2% MSCI Islamic M-Series7.4% FTSE Shariah24.1% |
| CARDINAL INFRASTRUCTURE GROUP INC | UNSCREENED | 0.65% | no in-house ratios for this holding |
| VICR VICOR CORP | COMPLIANT | 0.62% | AAOIFI0.1% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| OPLN OPENLANE INC | NON_COMPLIANT | 0.62% | AAOIFI13.4% Usmani11.7% Dow Jones Islamic20.7% S&P Shariah23.8% MSCI Islamic11.7% MSCI Islamic M-Series23.8% FTSE Shariah10.7% |
| ERO ERO COPPER CORP | COMPLIANT | 0.59% | AAOIFI12.1% Usmani31.6% Dow Jones Islamic27.7% S&P Shariah29.5% MSCI Islamic31.6% MSCI Islamic M-Series29.5% FTSE Shariah31.6% |
| ROAD CONSTRUCTION PARTNERS INC | COMPLIANT | 0.58% | AAOIFI31.8% Usmani52.4% Dow Jones Islamic32.7% S&P Shariah39.6% MSCI Islamic52.4% MSCI Islamic M-Series39.6% FTSE Shariah49.5% |
| MLKN MILLERKNOLL INC | NON_COMPLIANT | 0.57% | AAOIFI131.0% Usmani45.4% Dow Jones Islamic141.3% S&P Shariah125.5% MSCI Islamic45.4% MSCI Islamic M-Series125.5% FTSE Shariah32.3% |
| AKTIS ONCOLOGY INC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| NOVT NOVANTA INC | COMPLIANT | 0.51% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| ASTE ASTEC INDUSTRIES INC | NON_COMPLIANT | 0.50% | AAOIFI37.5% Usmani27.0% Dow Jones Islamic38.6% S&P Shariah41.0% MSCI Islamic27.0% MSCI Islamic M-Series41.0% FTSE Shariah27.0% |
| GRBK GREEN BRICK PARTNERS INC | COMPLIANT | 0.49% | AAOIFI11.1% Usmani12.4% Dow Jones Islamic11.0% S&P Shariah11.6% MSCI Islamic12.4% MSCI Islamic M-Series11.6% FTSE Shariah12.4% |
| AXSM AXSOME THERAPEUTICS INC | COMPLIANT | 0.49% | AAOIFI1.9% Usmani29.5% Dow Jones Islamic2.9% S&P Shariah3.5% MSCI Islamic27.6% MSCI Islamic M-Series3.5% FTSE Shariah24.7% |
| PLSE PULSE BIOSCIENCES INC | NON_COMPLIANT | 0.49% | AAOIFI0.2% Usmani5.9% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic5.9% MSCI Islamic M-Series0.6% FTSE Shariah0.0% |
| TGTX TG THERAPEUTICS INC | COMPLIANT | 0.49% | AAOIFI8.8% Usmani46.0% Dow Jones Islamic13.7% S&P Shariah17.0% MSCI Islamic46.0% MSCI Islamic M-Series17.0% FTSE Shariah45.5% |
| SITIME CORP | UNSCREENED | 0.49% | no in-house ratios for this holding |
| RYMAN HOSPITALITY PROPERTIES INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| XENON PHARMACEUTICALS INC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| POWL POWELL INDUSTRIES INC | COMPLIANT | 0.46% | AAOIFI0.0% Usmani0.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| CHINA YUCHAI INTERNATIONAL LTD | UNSCREENED | 0.46% | no in-house ratios for this holding |
| JOBY AVIATION INC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| HNGE HINGE HEALTH INC | COMPLIANT | 0.35% | AAOIFI0.1% Usmani0.7% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.7% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| RXO RXO INC | COMPLIANT | 0.35% | AAOIFI21.9% Usmani21.0% Dow Jones Islamic23.4% S&P Shariah24.9% MSCI Islamic21.0% MSCI Islamic M-Series24.9% FTSE Shariah14.3% |
| COGENT BIOSCIENCES INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ANDERSEN GROUP INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| MBX BIOSCIENCES INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| DBX DROPBOX INC | NON_COMPLIANT | 0.24% | AAOIFI5.2% Usmani23.9% Dow Jones Islamic6.1% S&P Shariah6.3% MSCI Islamic13.8% MSCI Islamic M-Series6.3% FTSE Shariah0.0% |
| TTAN SERVICETITAN INC | COMPLIANT | 0.24% | AAOIFI2.7% Usmani8.5% Dow Jones Islamic1.7% S&P Shariahpass MSCI Islamic8.5% MSCI Islamic M-Seriespass FTSE Shariah5.8% |
| RXT RACKSPACE TECHNOLOGY INC | NON_COMPLIANT | 0.21% | AAOIFI365.0% Usmani118.8% Dow Jones Islamic518.3% S&P Shariah542.2% MSCI Islamic105.7% MSCI Islamic M-Series542.2% FTSE Shariah101.5% |
| VPG VISHAY PRECISION GROUP INC | COMPLIANT | 0.17% | AAOIFI3.2% Usmani8.7% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic8.7% MSCI Islamic M-Series8.2% FTSE Shariah3.5% |
| SELLAS LIFE SCIENCES GROUP INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
The published standards disagree about this fund by 28 points of portfolio weight — 50.4% of it passes AAOIFI, 22.5% 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 50.4% ratios fail on 17.3% 32.3% not rated under AAOIFI
ratios pass on 24.7% ratios fail on 40.6% 34.7% not rated under Usmani
ratios pass on 43.5% ratios fail on 26.7% 29.7% not rated under Dow Jones Islamic
ratios pass on 41.1% ratios fail on 28.6% 30.3% not rated under S&P Shariah
ratios pass on 22.5% ratios fail on 47.8% 29.8% not rated under MSCI Islamic
ratios pass on 43.0% ratios fail on 27.4% 29.6% not rated under MSCI Islamic M-Series
ratios pass on 33.7% ratios fail on 33.1% 33.2% not rated under FTSE Shariah
67 of 93 listed holdings carry our own per-methodology verdicts (77% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 62 (72% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| WULF TERAWULF INC | 2.38% |
| SPHR SPHERE ENTERTAINMENT COMPANY | 2.02% |
| AIR AAR CORP | 1.82% |
| CAKE CHEESECAKE FACTORY INC (THE) | 1.79% |
| LTH LIFE TIME GROUP HOLDINGS INC | 1.69% |
| MLCMF MILLICOM INTERNATIONAL CELLULAR SA | 1.62% |
| VCTR VICTORY CAPITAL HOLDINGS INC | 1.58% |
| PTGX PROTAGONIST THERAPEUTICS INC | 1.57% |
| OSCR OSCAR HEALTH INC | 1.49% |
| RNG RINGCENTRAL INC | 1.43% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Polen 5Perspectives Small Growth Fund (PBSRX) 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 |
|---|---|---|
| DOCNDIGITALOCEAN HOLDINGS INC | 3.41% | Compliant |
| BROOKDALE SENIOR LIVING INCnot matched to a ticker | 3.02% | Not screened |
| BELFABEL FUSE INC | 2.62% | Compliant |
| FROGJFROG LTD | 2.46% | Compliant |
| LASRNLIGHT INC | 2.41% | Compliant |
| YOUCLEAR SECURE INC | 2.39% | Compliant |
| WULFTERAWULF INC | 2.38% | Non-compliant |
| CECOCECO ENVIRONMENTAL CORP | 2.20% | Compliant |
| VSECVSE CORP | 2.12% | Compliant |
| SPHRSPHERE ENTERTAINMENT COMPANY | 2.02% | Non-compliant |
Top 10 of 93 holdings, 25.0% 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 PBSRX. 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) | 32.30 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -302.84 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.12 | SELL |
| ROC (10) | -7.17 | SELL |
| Momentum (10) | -1.38 | SELL |
| EMA (10) | 18.88 | SELL |
| SMA (10) | 19.10 | SELL |
| EMA (20) | 19.09 | SELL |
| SMA (20) | 19.23 | SELL |
| EMA (30) | 19.21 | SELL |
| SMA (30) | 19.16 | SELL |
| EMA (50) | 19.41 | SELL |
| SMA (50) | 19.47 | SELL |
| EMA (100) | 19.55 | SELL |
| SMA (100) | 20.15 | SELL |
| EMA (200) | 18.94 | SELL |
| SMA (200) | 19.22 | SELL |
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.