Verdicts genuinely change. Free email alert the moment PGUCX'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.
Virtus Duff & Phelps Global Infrastructure Fund · Virtus Opportunities Trust
54 holdings
NON-COMPLIANT 66.61% of portfolio weight is in non-compliant holdings, over the 5% threshold.
54 holdings, 47 matched (91% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
0.90% of this portfolio’s income is non-permissible — weighted across holdings, computed over 79% of portfolio weight (42 of 54 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.
23.2% compliant 0.0% questionable 66.6% non-compliant 8.6% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AENA.MC AENA SME SA | COMPLIANT | 6.49% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| UNP UNION PACIFIC CORP | COMPLIANT | 5.05% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 4.23% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| WMB WILLIAMS COMPANIES INC (THE) | NON_COMPLIANT | 3.57% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| SO SOUTHERN COMPANY (THE) | NON_COMPLIANT | 3.43% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| CSX CSX CORP | COMPLIANT | 3.40% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CP CANADIAN PACIFIC KANSAS CITY LTD | COMPLIANT | 3.23% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SRE SEMPRA | NON_COMPLIANT | 3.00% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| FLUGHAFEN ZUERICH AG | UNSCREENED | 2.82% | no in-house ratios for this holding |
| ETR ENTERGY CORP | NON_COMPLIANT | 2.68% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| XEL XCEL ENERGY INC | NON_COMPLIANT | 2.60% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| TRGP TARGA RESOURCES CORP | NON_COMPLIANT | 2.50% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| TRP TC ENERGY CORP | NON_COMPLIANT | 2.26% | AAOIFI2.3% Usmani1.7% Dow Jones Islamic2.6% S&P Shariah3.0% MSCI Islamic1.7% MSCI Islamic M-Series3.0% FTSE Shariah1.3% |
| TCL.AX TRANSURBAN GROUP | NON_COMPLIANT | 2.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMT AMERICAN TOWER CORP | NON_COMPLIANT | 2.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NI NISOURCE INC | NON_COMPLIANT | 2.07% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| PCG PG&E CORP | NON_COMPLIANT | 1.92% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| EVRG EVERGY INC | NON_COMPLIANT | 1.91% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| NG.L NATIONAL GRID PLC | NON_COMPLIANT | 1.81% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 1.80% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| IBE.MC IBERDROLA SA | NON_COMPLIANT | 1.77% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ONEOK INC | UNSCREENED | 1.69% | no in-house ratios for this holding |
| OGE OGE ENERGY CORP | NON_COMPLIANT | 1.65% | AAOIFI55.4% Usmani37.1% Dow Jones Islamic61.2% S&P Shariah67.4% MSCI Islamic37.1% MSCI Islamic M-Series67.4% FTSE Shariah37.1% |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 1.64% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CCI CROWN CASTLE INC | NON_COMPLIANT | 1.64% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LNG CHENIERE ENERGY INC | NON_COMPLIANT | 1.62% | AAOIFI44.4% Usmani55.8% Dow Jones Islamic54.4% S&P Shariah58.8% MSCI Islamic55.8% MSCI Islamic M-Series58.8% FTSE Shariah50.6% |
| PPL PPL CORP | NON_COMPLIANT | 1.49% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| FER.MC FERROVIAL NV | COMPLIANT | 1.45% | AAOIFI26.9% Usmani38.0% Dow Jones Islamic35.3% S&P Shariah39.6% MSCI Islamic38.0% MSCI Islamic M-Series39.6% FTSE Shariah38.0% |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 1.42% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| UU.L UNITED UTILITIES GROUP PLC | NON_COMPLIANT | 1.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GEKTERNA.AT GEK TERNA SA | NON_COMPLIANT | 1.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KEY.TO KEYERA CORP | NON_COMPLIANT | 1.28% | AAOIFI38.0% Usmani49.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.2% MSCI Islamic M-Seriesfail FTSE Shariah48.2% |
| 7794.T EDP SA | COMPLIANT | 1.28% | AAOIFI3.0% Usmani19.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic19.3% MSCI Islamic M-Seriespass FTSE Shariah19.3% |
| DTE DTE ENERGY COMPANY | NON_COMPLIANT | 1.28% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| LNT ALLIANT ENERGY CORP | NON_COMPLIANT | 1.28% | AAOIFI62.6% Usmani45.2% Dow Jones Islamic67.4% S&P Shariah74.1% MSCI Islamic44.4% MSCI Islamic M-Series74.1% FTSE Shariah44.4% |
| D DOMINION ENERGY INC | NON_COMPLIANT | 1.27% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| E.ON SE | UNSCREENED | 1.20% | no in-house ratios for this holding |
| SVT.L SEVERN TRENT PLC | NON_COMPLIANT | 1.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PNN.L PENNON GROUP PLC | NON_COMPLIANT | 1.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CLNX.MC CELLNEX TELECOM SA | NON_COMPLIANT | 1.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WEC WEC ENERGY GROUP INC | NON_COMPLIANT | 1.08% | AAOIFI57.5% Usmani39.9% Dow Jones Islamic61.9% S&P Shariah68.5% MSCI Islamic39.1% MSCI Islamic M-Series68.5% FTSE Shariah39.1% |
| VIE.PA VEOLIA ENVIRONNEMENT SA | NON_COMPLIANT | 1.08% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| NSC NORFOLK SOUTHERN CORP | COMPLIANT | 1.02% | AAOIFI22.6% Usmani36.8% Dow Jones Islamic27.1% S&P Shariah29.0% MSCI Islamic36.8% MSCI Islamic M-Series29.0% FTSE Shariah36.8% |
| 9503.T KANSAI ELECTRIC POWER CO INC (THE) | NON_COMPLIANT | 1.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GRUPO AEROPORTUARIO DEL CENTRO SAB DE CV | UNSCREENED | 1.00% | no in-house ratios for this holding |
| GUANGDONG INVESTMENT LTD | UNSCREENED | 0.98% | no in-house ratios for this holding |
| DG.PA VINCI SA | NON_COMPLIANT | 0.91% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SPIRE INC (US) | UNSCREENED | 0.86% | no in-house ratios for this holding |
| 9022.T CENTRAL JAPAN RAILWAY COMPANY | NON_COMPLIANT | 0.82% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DTM DT MIDSTREAM INC | COMPLIANT | 0.82% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| SCYR.MC SACYR SA | NON_COMPLIANT | 0.74% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SWX SOUTHWEST GAS HOLDINGS INC | NON_COMPLIANT | 0.49% | AAOIFI55.0% Usmani33.5% Dow Jones Islamic62.9% S&P Shariah67.5% MSCI Islamic33.5% MSCI Islamic M-Series67.5% FTSE Shariah33.5% |
| CEG CONSTELLATION ENERGY CORP | COMPLIANT | 0.45% | AAOIFI18.4% Usmani19.8% Dow Jones Islamic20.8% S&P Shariah24.7% MSCI Islamic19.8% MSCI Islamic M-Series24.7% FTSE Shariah19.8% |
| DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS | UNSCREENED | 0.04% | no in-house ratios for this holding |
The published standards disagree about this fund by 10 points of portfolio weight — 18.8% of it passes AAOIFI, 8.5% 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 18.8% ratios fail on 58.8% 20.7% not rated under AAOIFI
ratios pass on 9.0% ratios fail on 68.7% 20.7% not rated under Usmani
ratios pass on 18.8% ratios fail on 58.8% 20.7% not rated under Dow Jones Islamic
ratios pass on 18.0% ratios fail on 59.7% 20.7% not rated under S&P Shariah
ratios pass on 8.5% ratios fail on 69.1% 20.7% not rated under MSCI Islamic
ratios pass on 18.0% ratios fail on 59.7% 20.7% not rated under MSCI Islamic M-Series
ratios pass on 9.8% ratios fail on 67.9% 20.7% not rated under FTSE Shariah
47 of 54 listed holdings carry our own per-methodology verdicts (90% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 27 (53% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| NEE NEXTERA ENERGY INC | 4.23% |
| WMB WILLIAMS COMPANIES INC (THE) | 3.57% |
| SO SOUTHERN COMPANY (THE) | 3.43% |
| SRE SEMPRA | 3.00% |
| ETR ENTERGY CORP | 2.68% |
| XEL XCEL ENERGY INC | 2.60% |
| TRGP TARGA RESOURCES CORP | 2.50% |
| TRP TC ENERGY CORP | 2.26% |
| TCL.AX TRANSURBAN GROUP | 2.22% |
| AMT AMERICAN TOWER CORP | 2.07% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Virtus Duff & Phelps Global Infrastructure Fund (PGUCX) 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 |
|---|---|---|
| AENA.MCAENA SME SA | 6.49% | Compliant |
| UNPUNION PACIFIC CORP | 5.05% | Compliant |
| NEENEXTERA ENERGY INC | 4.23% | Non-compliant |
| WMBWILLIAMS COMPANIES INC (THE) | 3.57% | Non-compliant |
| SOSOUTHERN COMPANY (THE) | 3.43% | Non-compliant |
| CSXCSX CORP | 3.40% | Compliant |
| CPCANADIAN PACIFIC KANSAS CITY LTD | 3.23% | Compliant |
| SRESEMPRA | 3.00% | Non-compliant |
| FLUGHAFEN ZUERICH AGnot matched to a ticker | 2.82% | Not screened |
| ETRENTERGY CORP | 2.68% | Non-compliant |
Top 10 of 54 holdings, 37.9% 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 PGUCX. 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 5 days - this is not a reading of today
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.