Verdicts genuinely change. Free email alert the moment PCAQX'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.
Principal Capital Appreciation Fund · Principal Funds, Inc
100 holdings
NON-COMPLIANT 25.41% of portfolio weight is in non-compliant holdings, over the 5% threshold.
100 holdings, 93 matched (96% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
2.21% of this portfolio’s income is non-permissible — weighted across holdings, computed over 85% of portfolio weight (76 of 100 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.
51.7% compliant 18.8% questionable 25.3% non-compliant 4.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 6.97% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| AAPL Apple Inc | COMPLIANT | 6.53% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| GOOG Alphabet Inc - A Shares | QUESTIONABLE | 5.46% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MSFT Microsoft Corp | QUESTIONABLE | 4.93% | 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 | 4.03% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AVGO Broadcom Inc | COMPLIANT | 2.78% | 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 | 2.58% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 2.52% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Principal Funds, Inc - Government Money Market Fund - Class R-6 | UNSCREENED | 2.11% | no in-house ratios for this holding |
| LLY Eli Lilly & Co | COMPLIANT | 1.91% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| META Meta Platforms Inc | QUESTIONABLE | 1.89% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| MPC Marathon Petroleum Corp | NON_COMPLIANT | 1.71% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| XOM ExxonMobil Holdings Corp | COMPLIANT | 1.66% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| TJX TJX Cos Inc/The | COMPLIANT | 1.61% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| MCK McKesson Corp | COMPLIANT | 1.42% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| COST Costco Wholesale Corp | QUESTIONABLE | 1.40% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 1.25% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| KO Coca-Cola Co/The | COMPLIANT | 1.20% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| CB Chubb Ltd | NON_COMPLIANT | 1.11% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| TSLA Tesla Inc | COMPLIANT | 1.09% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| AXP American Express Co | NON_COMPLIANT | 1.07% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| AMP Ameriprise Financial Inc | NON_COMPLIANT | 1.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PH Parker-Hannifin Corp | COMPLIANT | 1.01% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| PCAR PACCAR Inc | NON_COMPLIANT | 1.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RSG Republic Services Inc | COMPLIANT | 1.01% | AAOIFI21.1% Usmani40.7% Dow Jones Islamic21.0% S&P Shariah22.6% MSCI Islamic40.7% MSCI Islamic M-Series22.6% FTSE Shariah40.0% |
| NVS Novartis AG | COMPLIANT | 1.01% | AAOIFI12.5% Usmani25.9% Dow Jones Islamic11.8% S&P Shariah12.6% MSCI Islamic25.9% MSCI Islamic M-Series12.6% FTSE Shariah25.9% |
| PANW Palo Alto Networks Inc | COMPLIANT | 0.97% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GEV GE Vernova Inc | COMPLIANT | 0.94% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| LRCX Lam Research Corp | COMPLIANT | 0.92% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 0.89% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| BRK.B Berkshire Hathaway Inc - Class B | NON_COMPLIANT | 0.89% | no in-house ratios for this holding |
| NRG NRG Energy Inc | NON_COMPLIANT | 0.88% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| REG Regency Centers Corp | NON_COMPLIANT | 0.86% | AAOIFI36.3% Usmani38.4% Dow Jones Islamic38.6% S&P Shariah41.4% MSCI Islamic38.4% MSCI Islamic M-Series41.4% FTSE Shariah38.4% |
| TWLO Twilio Inc | COMPLIANT | 0.86% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| MS Morgan Stanley | NON_COMPLIANT | 0.86% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| C Citigroup Inc | NON_COMPLIANT | 0.84% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.84% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MU Micron Technology Inc | COMPLIANT | 0.80% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| LIN Linde PLC | COMPLIANT | 0.79% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| KLAC KLA Corp | COMPLIANT | 0.78% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| BA Boeing Co/The | NON_COMPLIANT | 0.78% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| CMI Cummins Inc | COMPLIANT | 0.78% | AAOIFI9.7% Usmani21.0% Dow Jones Islamic12.1% S&P Shariah14.2% MSCI Islamic21.0% MSCI Islamic M-Series14.2% FTSE Shariah19.3% |
| NXST Nexstar Media Group Inc | NON_COMPLIANT | 0.78% | AAOIFI221.8% Usmani68.2% Dow Jones Islamic222.7% S&P Shariah230.8% MSCI Islamic68.2% MSCI Islamic M-Series230.8% FTSE Shariah66.3% |
| CASY Casey's General Stores Inc | NON_COMPLIANT | 0.77% | AAOIFI13.4% Usmani31.8% Dow Jones Islamic13.9% S&P Shariah16.3% MSCI Islamic31.8% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| TMO Thermo Fisher Scientific Inc | COMPLIANT | 0.77% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| MSI Motorola Solutions Inc | COMPLIANT | 0.76% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| ABBV AbbVie Inc | COMPLIANT | 0.75% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 0.74% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| NOW ServiceNow Inc | COMPLIANT | 0.72% | AAOIFI6.1% Usmani26.7% Dow Jones Islamic5.0% S&P Shariah5.3% MSCI Islamic26.7% MSCI Islamic M-Series5.3% FTSE Shariah23.7% |
| TRNO Terreno Realty Corp | COMPLIANT | 0.71% | AAOIFI13.1% Usmani16.5% Dow Jones Islamic15.2% S&P Shariah16.2% MSCI Islamic16.5% MSCI Islamic M-Series16.2% FTSE Shariah16.5% |
| VRTX Vertex Pharmaceuticals Inc | COMPLIANT | 0.71% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| TMUS T-Mobile US Inc | NON_COMPLIANT | 0.70% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| VTR Ventas Inc | COMPLIANT | 0.69% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| Sprouts Farmers Market Inc | UNSCREENED | 0.67% | no in-house ratios for this holding |
| SPOT Spotify Technology SA | NON_COMPLIANT | 0.66% | AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7% |
| GILD Gilead Sciences Inc | COMPLIANT | 0.62% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| UNP Union Pacific Corp | COMPLIANT | 0.61% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| ATO Atmos Energy Corp | NON_COMPLIANT | 0.59% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SYK Stryker Corp | COMPLIANT | 0.59% | AAOIFI14.6% Usmani32.2% Dow Jones Islamic11.3% S&P Shariah11.8% MSCI Islamic32.2% MSCI Islamic M-Series11.8% FTSE Shariah31.2% |
| WDC Western Digital Corp | COMPLIANT | 0.56% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| HCA HCA Healthcare Inc | NON_COMPLIANT | 0.53% | AAOIFI57.2% Usmani82.9% Dow Jones Islamic53.5% S&P Shariah56.7% MSCI Islamic81.7% MSCI Islamic M-Series56.7% FTSE Shariah78.1% |
| NDAQ Nasdaq Inc | NON_COMPLIANT | 0.51% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| HPE Hewlett Packard Enterprise Co | NON_COMPLIANT | 0.51% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| NET Cloudflare Inc | NON_COMPLIANT | 0.50% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| HLN Haleon PLC | COMPLIANT | 0.50% | AAOIFI27.2% Usmani26.4% Dow Jones Islamic13.2% S&P Shariah13.9% MSCI Islamic26.4% MSCI Islamic M-Series13.9% FTSE Shariah26.4% |
| EWBC East West Bancorp Inc | NON_COMPLIANT | 0.50% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| HLT Hilton Worldwide Holdings Inc | NON_COMPLIANT | 0.50% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| WTFC Wintrust Financial Corp | NON_COMPLIANT | 0.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UBER Uber Technologies Inc | COMPLIANT | 0.49% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| DKS Dick's Sporting Goods Inc | NON_COMPLIANT | 0.48% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| DR Horton Inc | UNSCREENED | 0.47% | no in-house ratios for this holding |
| DE Deere & Co | NON_COMPLIANT | 0.46% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| RTX RTX Corp | NON_COMPLIANT | 0.46% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| PLTR Palantir Technologies Inc | QUESTIONABLE | 0.42% | AAOIFI0.1% Usmani1.8% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| APH Amphenol Corp | NON_COMPLIANT | 0.42% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DDOG Datadog Inc | NON_COMPLIANT | 0.41% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| RDDT Reddit Inc | QUESTIONABLE | 0.38% | AAOIFI0.1% Usmani0.6% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.6% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| CH Robinson Worldwide Inc | UNSCREENED | 0.38% | no in-house ratios for this holding |
| LITE Lumentum Holdings Inc | COMPLIANT | 0.38% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| AMKR Amkor Technology Inc | COMPLIANT | 0.35% | AAOIFI12.6% Usmani19.6% Dow Jones Islamic16.4% S&P Shariah17.6% MSCI Islamic18.0% MSCI Islamic M-Series17.6% FTSE Shariah17.2% |
| CELH Celsius Holdings Inc | NON_COMPLIANT | 0.34% | AAOIFI9.0% Usmani13.1% Dow Jones Islamic7.0% S&P Shariah6.0% MSCI Islamic13.1% MSCI Islamic M-Series6.0% FTSE Shariah13.1% |
| ANET Arista Networks Inc | COMPLIANT | 0.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BIRK Birkenstock Holding Plc | COMPLIANT | 0.31% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| O'Reilly Automotive Inc | UNSCREENED | 0.31% | no in-house ratios for this holding |
| FCX Freeport-McMoRan Inc | COMPLIANT | 0.31% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| WMB Williams Cos Inc/The | NON_COMPLIANT | 0.30% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| NFLX Netflix Inc | QUESTIONABLE | 0.30% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| TT Trane Technologies PLC | COMPLIANT | 0.28% | AAOIFI4.7% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.7% MSCI Islamic19.3% MSCI Islamic M-Series5.7% FTSE Shariah19.3% |
| ORCL Oracle Corp | COMPLIANT | 0.28% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ALB Albemarle Corp | COMPLIANT | 0.27% | AAOIFI13.1% Usmani13.2% Dow Jones Islamic15.4% S&P Shariah15.0% MSCI Islamic12.6% MSCI Islamic M-Series15.0% FTSE Shariah11.8% |
| GPCR Structure Therapeutics Inc | NON_COMPLIANT | 0.26% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.4% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| Insmed Inc | UNSCREENED | 0.24% | no in-house ratios for this holding |
| APP AppLovin Corp | COMPLIANT | 0.23% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BE Bloom Energy Corp | COMPLIANT | 0.20% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MDT Medtronic PLC | COMPLIANT | 0.18% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| MRVL Marvell Technology Inc | COMPLIANT | 0.18% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| SNDK Sandisk Corp | COMPLIANT | 0.16% | AAOIFI0.1% Usmani0.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.9% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| RIOT Riot Platforms Inc | COMPLIANT | 0.14% | AAOIFI10.7% Usmani26.9% Dow Jones Islamic16.7% S&P Shariah20.0% MSCI Islamic26.9% MSCI Islamic M-Series20.0% FTSE Shariah25.8% |
| MP MP Materials Corp | NON_COMPLIANT | 0.09% | AAOIFI9.8% Usmani25.6% Dow Jones Islamic12.3% S&P Shariah15.7% MSCI Islamic25.6% MSCI Islamic M-Series15.7% FTSE Shariah25.1% |
| BlackRock Liquidity FedFund - Institutional Class | UNSCREENED | 0.01% | no in-house ratios for this holding |
The published standards disagree about this fund by 23 points of portfolio weight — 70.3% of it passes AAOIFI, 47.0% 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 70.3% ratios fail on 16.9% 13.1% not rated under AAOIFI
ratios pass on 55.9% ratios fail on 28.0% 16.4% not rated under Usmani
ratios pass on 66.9% ratios fail on 19.0% 14.4% not rated under Dow Jones Islamic
ratios pass on 68.1% ratios fail on 17.8% 14.4% not rated under S&P Shariah
ratios pass on 47.0% ratios fail on 31.9% 21.4% not rated under MSCI Islamic
ratios pass on 68.1% ratios fail on 17.8% 14.4% not rated under MSCI Islamic M-Series
ratios pass on 58.2% ratios fail on 25.4% 16.7% not rated under FTSE Shariah
92 of 100 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 82 (89% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| JPM JPMorgan Chase & Co | 2.52% |
| MPC Marathon Petroleum Corp | 1.71% |
| CB Chubb Ltd | 1.11% |
| AXP American Express Co | 1.07% |
| AMP Ameriprise Financial Inc | 1.03% |
| PCAR PACCAR Inc | 1.01% |
| BRK.B Berkshire Hathaway Inc - Class B | 0.89% |
| NRG NRG Energy Inc | 0.88% |
| REG Regency Centers Corp | 0.86% |
| MS Morgan Stanley | 0.86% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Principal Capital Appreciation Fund (PCAQX) 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 |
|---|---|---|
| NVDANVIDIA Corp | 6.97% | Compliant |
| AAPLApple Inc | 6.53% | Compliant |
| GOOGAlphabet Inc - A Shares | 5.46% | Questionable |
| MSFTMicrosoft Corp | 4.93% | Questionable |
| AMZNAmazon.com Inc | 4.03% | Questionable |
| AVGOBroadcom Inc | 2.78% | Compliant |
| VVisa Inc | 2.58% | Compliant |
| JPMJPMorgan Chase & Co | 2.52% | Non-compliant |
| Principal Funds, Inc - Government Money Market Fund - Class R-6not matched to a ticker | 2.11% | Not screened |
| LLYEli Lilly & Co | 1.91% | Compliant |
Top 10 of 100 holdings, 39.8% 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 PCAQX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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) | 62.60 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 162.51 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.16 | BUY |
| ROC (10) | 0.83 | BUY |
| Momentum (10) | 0.79 | BUY |
| EMA (10) | 94.37 | BUY |
| SMA (10) | 94.25 | BUY |
| EMA (20) | 94.10 | BUY |
| SMA (20) | 93.76 | BUY |
| EMA (30) | 93.97 | BUY |
| SMA (30) | 93.88 | BUY |
| EMA (50) | 93.66 | BUY |
| SMA (50) | 93.89 | BUY |
| EMA (100) | 92.50 | BUY |
| SMA (100) | 93.07 | BUY |
| EMA (200) | 89.78 | BUY |
| SMA (200) | 89.45 | 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.