Verdicts genuinely change. Free email alert the moment PEYAX'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.
Putnam Large Cap Value Fund
121 holdings
NON-COMPLIANT 40.18% of portfolio weight is in non-compliant holdings, over the 5% threshold.
0.08% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
121 holdings, 72 matched (98% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
2.02% of this portfolio’s income is non-permissible — weighted across holdings, computed over 82% of portfolio weight (58 of 121 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.
45.5% compliant 12.4% questionable 40.2% non-compliant 1.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| MSFT Microsoft Corp. | QUESTIONABLE | 6.74% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AAPL Apple, Inc. | COMPLIANT | 6.44% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 4.17% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| C Citigroup, Inc. | NON_COMPLIANT | 3.33% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| XOM ExxonMobil Holdings Corp. | COMPLIANT | 2.74% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| CSCO Cisco Systems, Inc. | COMPLIANT | 2.65% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| ABBV AbbVie, Inc. | COMPLIANT | 2.48% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| KO Coca-Cola Co. (The) | COMPLIANT | 2.38% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 2.35% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| BAC Bank of America Corp. | NON_COMPLIANT | 2.08% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| UNH UnitedHealth Group, Inc. | NON_COMPLIANT | 1.94% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 1.88% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| GM General Motors Co. | NON_COMPLIANT | 1.82% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| COF Capital One Financial Corp. | NON_COMPLIANT | 1.80% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| TMO Thermo Fisher Scientific, Inc. | COMPLIANT | 1.79% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| MCK McKesson Corp. | COMPLIANT | 1.76% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| AMD Advanced Micro Devices, Inc. | COMPLIANT | 1.69% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| PHM PulteGroup, Inc. | COMPLIANT | 1.64% | AAOIFI0.2% Usmani0.2% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.2% MSCI Islamic M-Series0.2% FTSE Shariah0.2% |
| REGN Regeneron Pharmaceuticals, Inc. | COMPLIANT | 1.59% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| RTX RTX Corp. | NON_COMPLIANT | 1.58% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| LUV Southwest Airlines Co. | COMPLIANT | 1.56% | AAOIFI36.4% Usmani22.9% Dow Jones Islamic36.4% S&P Shariah38.5% MSCI Islamic22.9% MSCI Islamic M-Series38.5% FTSE Shariah19.7% |
| NEE NextEra Energy, Inc. | NON_COMPLIANT | 1.54% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| FCX Freeport-McMoRan, Inc. | COMPLIANT | 1.47% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| PNC PNC Financial Services Group, Inc. (The) | NON_COMPLIANT | 1.47% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| VRTX Vertex Pharmaceuticals, Inc. | COMPLIANT | 1.44% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| VLO Valero Energy Corp. | COMPLIANT | 1.43% | AAOIFI10.3% Usmani14.1% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic14.1% MSCI Islamic M-Series18.0% FTSE Shariah14.1% |
| ALL Allstate Corp. (The) | NON_COMPLIANT | 1.38% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| FDX FedEx Corp. | NON_COMPLIANT | 1.28% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| PG Procter & Gamble Co. (The) | COMPLIANT | 1.28% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 1.26% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| SHEL Shell plc | NON_COMPLIANT | 1.19% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| AON Aon plc | NON_COMPLIANT | 1.18% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| NRG NRG Energy, Inc. | NON_COMPLIANT | 1.15% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| URI United Rentals, Inc. | COMPLIANT | 1.13% | AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3% |
| AEP American Electric Power Co., Inc. | NON_COMPLIANT | 1.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STX Seagate Technology Holdings plc | COMPLIANT | 1.11% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| CME CME Group, Inc. | NON_COMPLIANT | 1.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NOC Northrop Grumman Corp. | NON_COMPLIANT | 1.07% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| CTVA Corteva, Inc. | COMPLIANT | 1.03% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| WMT Walmart, Inc. | QUESTIONABLE | 1.02% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| CRH CRH plc | COMPLIANT | 1.01% | AAOIFI31.8% Usmani33.7% Dow Jones Islamic27.6% S&P Shariah30.6% MSCI Islamic32.7% MSCI Islamic M-Series30.6% FTSE Shariah30.4% |
| RCL Royal Caribbean Cruises Ltd. | NON_COMPLIANT | 0.99% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| PLD Prologis, Inc. | COMPLIANT | 0.98% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| COP ConocoPhillips | COMPLIANT | 0.97% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| AZN AstraZeneca plc | COMPLIANT | 0.96% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.96% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| ACN Accenture plc | COMPLIANT | 0.95% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| HON Honeywell International, Inc. | NON_COMPLIANT | 0.95% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| BDX Becton Dickinson & Co. | NON_COMPLIANT | 0.92% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| TMUS T-Mobile US, Inc. | NON_COMPLIANT | 0.91% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| APO Apollo Global Management, Inc. | NON_COMPLIANT | 0.87% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| IR Ingersoll Rand, Inc. | COMPLIANT | 0.84% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| OTIS Otis Worldwide Corp. | NON_COMPLIANT | 0.84% | AAOIFI31.9% Usmani77.4% Dow Jones Islamic25.2% S&P Shariah25.0% MSCI Islamic77.4% MSCI Islamic M-Series25.0% FTSE Shariah73.7% |
| HONA Honeywell Aerospace, Inc. | COMPLIANT | 0.81% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| AIG American International Group, Inc. | NON_COMPLIANT | 0.79% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KR Kroger Co. (The) | NON_COMPLIANT | 0.70% | AAOIFI66.2% Usmani45.5% Dow Jones Islamic54.1% S&P Shariah57.6% MSCI Islamic45.5% MSCI Islamic M-Series57.6% FTSE Shariah31.1% |
| NOVO-B.CO Novo Nordisk A/S | COMPLIANT | 0.68% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| STT State Street Corp. | NON_COMPLIANT | 0.67% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MRVL Marvell Technology, Inc. | COMPLIANT | 0.63% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| VNO Vornado Realty Trust | NON_COMPLIANT | 0.59% | AAOIFI35.1% Usmani16.7% Dow Jones Islamic37.5% S&P Shariah41.9% MSCI Islamic16.7% MSCI Islamic M-Series41.9% FTSE Shariah16.7% |
| TT Trane Technologies plc | COMPLIANT | 0.55% | AAOIFI4.7% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.7% MSCI Islamic19.3% MSCI Islamic M-Series5.7% FTSE Shariah19.3% |
| BSX Boston Scientific Corp. | COMPLIANT | 0.51% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| BJ BJ's Wholesale Club Holdings, Inc. | QUESTIONABLE | 0.48% | AAOIFI23.1% Usmani34.7% Dow Jones Islamic21.7% S&P Shariah23.4% MSCI Islamic34.7% MSCI Islamic M-Series23.4% FTSE Shariah7.9% |
| PPG PPG Industries, Inc. | COMPLIANT | 0.46% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| Putnam Short Term Investment Fund | UNSCREENED | 0.39% | no in-house ratios for this holding |
| JP Morgan Securities LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| FDXF Fedex Freight Holding Co., Inc. | COMPLIANT | 0.32% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| WAT Waters Corp. | COMPLIANT | 0.28% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| Fairway Finance Co. LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| AMT American Tower Corp. | NON_COMPLIANT | 0.26% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JP Morgan Securities LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Matchpoint Finance plc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| U.S. Treasury Bills | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| HSBC Securities (USA) Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Novartis Finance Corp. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Caterpillar Financial Services Corp. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Australia & New Zealand Banking Group Ltd. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| VXX Barclays Bank plc | NON_COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Total Fina Elf Holdings USA, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Atlantic Asset Securitization LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Atlantic Asset Securitization LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Putnam Cash Collateral Pool LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Citigroup Global Markets, Inc. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BofA Securities | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VXX Barclays Bank plc | NON_COMPLIANT | 0.03% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Total Fina Elf Holdings USA, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Liberty Street Funding LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Chariot Funding LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Barclays Capital, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| KBC Asset Management SA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.01% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Australian Dollar | UNSCREENED | 0.00% | no in-house ratios for this holding |
| EURO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Danish Krone | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 20 points of portfolio weight — 60.9% of it passes Dow Jones Islamic, 41.2% 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 57.1% ratios fail on 35.8% 7.0% not rated under AAOIFI
ratios pass on 44.5% ratios fail on 35.7% 19.9% not rated under Usmani
ratios pass on 60.9% ratios fail on 30.1% 9.0% not rated under Dow Jones Islamic
ratios pass on 60.5% ratios fail on 28.6% 10.8% not rated under S&P Shariah
ratios pass on 41.2% ratios fail on 40.4% 18.4% not rated under MSCI Islamic
ratios pass on 60.5% ratios fail on 30.5% 9.0% not rated under MSCI Islamic M-Series
ratios pass on 50.4% ratios fail on 29.8% 19.9% not rated under FTSE Shariah
69 of 121 listed holdings carry our own per-methodology verdicts (98% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 61 (91% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| C Citigroup, Inc. | 3.33% |
| PM Philip Morris International, Inc. | 2.35% |
| BAC Bank of America Corp. | 2.08% |
| UNH UnitedHealth Group, Inc. | 1.94% |
| SCHW Charles Schwab Corp. (The) | 1.88% |
| GM General Motors Co. | 1.82% |
| COF Capital One Financial Corp. | 1.80% |
| RTX RTX Corp. | 1.58% |
| NEE NextEra Energy, Inc. | 1.54% |
| PNC PNC Financial Services Group, Inc. (The) | 1.47% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Putnam Large Cap Value Fund (PEYAX) 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. | 6.74% | Questionable |
| AAPLApple, Inc. | 6.44% | Compliant |
| AMZNAmazon.com, Inc. | 4.17% | Questionable |
| CCitigroup, Inc. | 3.33% | Non-compliant |
| XOMExxonMobil Holdings Corp. | 2.74% | Compliant |
| CSCOCisco Systems, Inc. | 2.65% | Compliant |
| ABBVAbbVie, Inc. | 2.48% | Compliant |
| KOCoca-Cola Co. (The) | 2.38% | Compliant |
| PMPhilip Morris International, Inc. | 2.35% | Non-compliant |
| BACBank of America Corp. | 2.08% | Non-compliant |
Top 10 of 121 holdings, 35.4% 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 PEYAX. 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 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.
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) | 59.00 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 148.47 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.09 | BUY |
| ROC (10) | 1.14 | BUY |
| Momentum (10) | 0.51 | BUY |
| EMA (10) | 44.82 | BUY |
| SMA (10) | 44.63 | BUY |
| EMA (20) | 44.81 | BUY |
| SMA (20) | 44.73 | BUY |
| EMA (30) | 44.84 | BUY |
| SMA (30) | 44.88 | BUY |
| EMA (50) | 44.74 | BUY |
| SMA (50) | 45.15 | BUY |
| EMA (100) | 44.03 | BUY |
| SMA (100) | 44.24 | BUY |
| EMA (200) | 42.31 | BUY |
| SMA (200) | 42.37 | 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.