PPSFXETF / FundLargeCap Value Fund III
Verdicts genuinely change. Free email alert the moment PPSFX'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.
LargeCap Value Fund III · Principal Funds, Inc
280 holdings
NON-COMPLIANT 44.21% of portfolio weight is in non-compliant holdings, over the 5% threshold.
280 holdings, 255 matched (93% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
3.49% of this portfolio’s income is non-permissible — weighted across holdings, computed over 85% of portfolio weight (238 of 280 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.
37.7% compliant 11.4% questionable 44.2% non-compliant 6.7% unscreened
All holdings (280) · showing 251–280
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AFL Aflac Inc | NON_COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BA Boeing Co/The | NON_COMPLIANT | 0.04% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| SRE Sempra | NON_COMPLIANT | 0.04% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| KKR KKR & Co Inc | NON_COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SBUX Starbucks Corp | COMPLIANT | 0.04% | AAOIFI19.3% Usmani79.3% Dow Jones Islamic21.4% S&P Shariah22.1% MSCI Islamic79.3% MSCI Islamic M-Series22.1% FTSE Shariah46.9% |
| EPAM EPAM Systems Inc | COMPLIANT | 0.04% | AAOIFI2.6% Usmani3.3% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic3.3% MSCI Islamic M-Series1.4% FTSE Shariah0.5% |
| APO Apollo Global Management Inc | NON_COMPLIANT | 0.04% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| MET MetLife Inc | NON_COMPLIANT | 0.04% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| CAT Caterpillar Inc | COMPLIANT | 0.03% | AAOIFI1.6% Usmani5.3% Dow Jones Islamic2.0% S&P Shariah2.4% MSCI Islamic5.3% MSCI Islamic M-Series2.4% FTSE Shariah5.3% |
| NKE NIKE Inc | COMPLIANT | 0.03% | AAOIFI19.4% Usmani28.7% Dow Jones Islamic21.0% S&P Shariah18.2% MSCI Islamic28.7% MSCI Islamic M-Series18.2% FTSE Shariah20.7% |
| CARR Carrier Global Corp | COMPLIANT | 0.03% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| MSI Motorola Solutions Inc | COMPLIANT | 0.03% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| AZO AutoZone Inc | COMPLIANT | 0.03% | AAOIFI25.3% Usmani60.6% Dow Jones Islamic21.8% S&P Shariah22.9% MSCI Islamic60.6% MSCI Islamic M-Series22.9% FTSE Shariah43.3% |
| RSG Republic Services Inc | COMPLIANT | 0.03% | AAOIFI21.1% Usmani40.7% Dow Jones Islamic21.0% S&P Shariah22.6% MSCI Islamic40.7% MSCI Islamic M-Series22.6% FTSE Shariah40.0% |
| CL Colgate-Palmolive Co | COMPLIANT | 0.03% | AAOIFI10.5% Usmani46.6% Dow Jones Islamic11.2% S&P Shariah11.2% MSCI Islamic46.6% MSCI Islamic M-Series11.2% FTSE Shariah46.6% |
| Moody's Corp | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MNST Monster Beverage Corp | COMPLIANT | 0.02% | AAOIFI0.2% Usmani1.7% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.7% MSCI Islamic M-Series0.3% FTSE Shariah1.7% |
| AA Alcoa Corp | COMPLIANT | 0.02% | AAOIFI16.9% Usmani13.2% Dow Jones Islamic24.5% S&P Shariah28.1% MSCI Islamic13.2% MSCI Islamic M-Series28.1% FTSE Shariah13.2% |
| BlackRock Liquidity FedFund - Institutional Class | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MSTR Strategy Inc | COMPLIANT | 0.02% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| AMT American Tower Corp | NON_COMPLIANT | 0.02% | AAOIFI52.7% Usmani71.1% Dow Jones Islamic52.4% S&P Shariah52.4% MSCI Islamic71.1% MSCI Islamic M-Series52.4% FTSE Shariah58.8% |
| Marriott International Inc/MD | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BX Blackstone Inc | NON_COMPLIANT | 0.01% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| SCCO Southern Copper Corp | COMPLIANT | 0.01% | AAOIFI4.9% Usmani35.7% Dow Jones Islamic8.2% S&P Shariah9.3% MSCI Islamic35.7% MSCI Islamic M-Series9.3% FTSE Shariah33.1% |
| ROST Ross Stores Inc | COMPLIANT | 0.01% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| MCK McKesson Corp | COMPLIANT | 0.00% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| N/A | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MBGL Mobility Global Inc | NON_COMPLIANT | 0.00% | AAOIFI33.1% Usmani15.4% Dow Jones Islamic— S&P Shariah— MSCI Islamic15.4% MSCI Islamic M-Series— FTSE Shariah15.2% |
| Space Exploration Technologies Corp | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BAM Brookfield Asset Management Ltd | NON_COMPLIANT | 0.00% | AAOIFI5.3% Usmani20.3% Dow Jones Islamic4.9% S&P Shariah5.4% MSCI Islamic20.3% MSCI Islamic M-Series5.4% FTSE Shariah20.3% |
The published standards disagree about this fund by 11 points of portfolio weight — 55.1% of it passes AAOIFI, 44.1% 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 55.1% ratios fail on 34.8% 10.1% not rated under AAOIFI
ratios pass on 48.5% ratios fail on 35.5% 16.1% not rated under Usmani
ratios pass on 53.6% ratios fail on 35.5% 10.9% not rated under Dow Jones Islamic
ratios pass on 54.4% ratios fail on 34.4% 11.2% not rated under S&P Shariah
ratios pass on 44.1% ratios fail on 39.4% 16.5% not rated under MSCI Islamic
ratios pass on 53.6% ratios fail on 35.8% 10.6% not rated under MSCI Islamic M-Series
ratios pass on 52.5% ratios fail on 32.1% 15.4% not rated under FTSE Shariah
254 of 280 listed holdings carry our own per-methodology verdicts (92% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 245 (88% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BAC Bank of America Corp | 1.46% |
| JPM JPMorgan Chase & Co | 1.45% |
| BRK.B Berkshire Hathaway Inc - Class B | 1.33% |
| STT State Street Corp | 1.29% |
| TRV Travelers Cos Inc/The | 1.14% |
| GEHC GE HealthCare Technologies Inc | 1.11% |
| UNH UnitedHealth Group Inc | 1.09% |
| HPE Hewlett Packard Enterprise Co | 1.05% |
| WFC Wells Fargo & Co | 0.98% |
| FISV Fiserv Inc | 0.94% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
LargeCap Value Fund III (PPSFX) 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.
Screened on its holdings, not its name
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 |
|---|---|---|
| AMZNAmazon.com Inc | 4.67% | Questionable |
| AAPLApple Inc | 3.73% | Compliant |
| MSFTMicrosoft Corp | 3.49% | Questionable |
| Principal Funds, Inc - Government Money Market Fund - Class R-6not matched to a ticker | 1.81% | Not screened |
| XOMExxonMobil Holdings Corp | 1.77% | Compliant |
| WDAYWorkday Inc | 1.76% | Compliant |
| BACBank of America Corp | 1.46% | Non-compliant |
| JPMJPMorgan Chase & Co | 1.45% | Non-compliant |
| JNJJohnson & Johnson | 1.34% | Compliant |
| BRK.BBerkshire Hathaway Inc - Class B | 1.33% | Non-compliant |
Top 10 of 280 holdings, 22.8% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- AMZNquestionable4.67%
- MSFTquestionable3.49%
- Principal Funds, Inc - Government Money Market Fund - Class R-6not screened1.81%
- BACnon-compliant1.46%
- JPMnon-compliant1.45%
- BRK.Bnon-compliant1.33%
What changed, and when
Verdict history for PPSFX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for PPSFX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 74.50 | SELL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 200.22 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 3.01 | BUY |
| Momentum (10) | 0.67 | BUY |
| EMA (10) | 22.44 | BUY |
| SMA (10) | 22.43 | BUY |
| EMA (20) | 22.24 | BUY |
| SMA (20) | 22.20 | BUY |
| EMA (30) | 22.13 | BUY |
| SMA (30) | 21.94 | BUY |
| EMA (50) | 21.97 | BUY |
| SMA (50) | 21.93 | BUY |
| EMA (100) | 21.58 | BUY |
| SMA (100) | 21.67 | BUY |
| EMA (200) | 20.68 | BUY |
| SMA (200) | 20.64 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.