Verdicts genuinely change. Free email alert the moment PWFAX'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.
PACE Global Fixed Income Investments · PACE SELECT ADVISORS TRUST
465 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 105% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 37.42% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 65% turns out to be. Matching more holdings can only raise this share, never lower it.
19.82% 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.
465 holdings, 175 matched (38% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
14.60% of this portfolio’s income is non-permissible — weighted across holdings, computed over 8% of portfolio weight (81 of 465 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| U.K. Gilts | UNSCREENED | 10.80% | no in-house ratios for this holding |
| Bundesrepublik Deutschland Bundesanleihe | UNSCREENED | 6.00% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 3.82% | no in-house ratios for this holding |
| U.K. Gilts | UNSCREENED | 2.80% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.48% | no in-house ratios for this holding |
| State Street Global Advisors | UNSCREENED | 2.28% | no in-house ratios for this holding |
| CHINA GOVERNMENT BOND | UNSCREENED | 2.06% | no in-house ratios for this holding |
| U.K. Gilts | UNSCREENED | 2.03% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 1.78% | no in-house ratios for this holding |
| Italy Buoni Poliennali Del Tesoro | UNSCREENED | 1.69% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 1.50% | no in-house ratios for this holding |
| KOREA TREASURY BOND | NON_COMPLIANT | 1.38% | no in-house ratios for this holding |
| MEX BONOS DESARR FIX RT | UNSCREENED | 1.21% | no in-house ratios for this holding |
| MEX BONOS DESARR FIX RT | UNSCREENED | 0.96% | no in-house ratios for this holding |
| MEX BONOS DESARR FIX RT | UNSCREENED | 0.86% | no in-house ratios for this holding |
| Bundesrepublik Deutschland Bundesanleihe | UNSCREENED | 0.80% | no in-house ratios for this holding |
| INDONESIA GOVERNMENT | NON_COMPLIANT | 0.76% | no in-house ratios for this holding |
| CHINA GOVERNMENT BOND | UNSCREENED | 0.74% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.72% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.72% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.72% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.71% | no in-house ratios for this holding |
| Spain Government Bonds | UNSCREENED | 0.70% | no in-house ratios for this holding |
| POLAND GOVERNMENT BOND | UNSCREENED | 0.68% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.67% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.59% | no in-house ratios for this holding |
| GOVT OF BERMUDA | UNSCREENED | 0.59% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.58% | no in-house ratios for this holding |
| Japan Government Twenty Year Bonds | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.57% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.56% | no in-house ratios for this holding |
| NFLX Netflix, Inc. | QUESTIONABLE | 0.54% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| Fannie Mae | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| TD TORONTO-DOMINION BANK | NON_COMPLIANT | 0.53% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Freddie Mac | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| PROVINCE OF QUEBEC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.53% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| EUROPEAN UNION | UNSCREENED | 0.52% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.51% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.51% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.46% | no in-house ratios for this holding |
| OneMain Financial Issuance Trust | UNSCREENED | 0.45% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.43% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| HEATHROW FUNDING LTD | UNSCREENED | 0.42% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.42% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| HYDRO-QUEBEC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| SILVERSTONE MASTER ISSUER | UNSCREENED | 0.40% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.39% | no in-house ratios for this holding |
| NWG.L NATWEST GROUP PLC | NON_COMPLIANT | 0.38% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| C CITIGROUP INC | NON_COMPLIANT | 0.38% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| ING ING GROEP NV | NON_COMPLIANT | 0.38% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| A5G.IR AIB GROUP PLC | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Freddie Mac | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.37% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Freddie Mac | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| Japan Government Thirty Year Bonds | UNSCREENED | 0.34% | no in-house ratios for this holding |
| AMCOR UK FINANCE PLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| CHINA DEVELOPMENT BANK | UNSCREENED | 0.33% | no in-house ratios for this holding |
| HEATHROW FUNDING LTD | UNSCREENED | 0.32% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.31% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.31% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.31% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| GLENCORE FUNDING LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| RRE Loan Management | UNSCREENED | 0.30% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Avoca CLO | UNSCREENED | 0.30% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.30% | no in-house ratios for this holding |
| BPCE SFH - SOCIETE DE FI | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Ares Euro CLO | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.29% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| United States Treasury | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Palmer Square European CLO | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| CHENIERE ENERGY PARTNERS | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.28% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VNA.DE VONOVIA SE | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Lendmark Funding Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.27% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.27% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| UBS Commercial Mortgage Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| DEUTSCHE BANK NY | UNSCREENED | 0.27% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.26% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| AVOLON HOLDINGS FNDG LTD | UNSCREENED | 0.26% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| AVOLON HOLDINGS FNDG LTD | UNSCREENED | 0.25% | no in-house ratios for this holding |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| ITC HOLDINGS CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| AIRCASTLE / IRELAND DAC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.23% | no in-house ratios for this holding |
| UCG.MI UNICREDIT SPA | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BANCA MONTE DEI PASCHI S | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Dryden Leveraged Loan CDO | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CREDIT AGRICOLE HOME LOA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| NATIONWIDE BLDG SOCIETY | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| UBS Commercial Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EXE EXPAND ENERGY CORP | COMPLIANT | 0.22% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| C CITIGROUP INC | NON_COMPLIANT | 0.22% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| SANTANDER UK GROUP HLDGS | UNSCREENED | 0.22% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| KINGDOM OF MOROCCO | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Credit Acceptance Auto Loan Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Ravensdale Park CLO DAC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.21% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| UBER UBER TECHNOLOGIES INC | COMPLIANT | 0.21% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.20% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| BANCO BILBAO VIZCAYA ARG | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CSAIL Commercial Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| RD MICHIGAN PROP OWNER I | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Citigroup Commercial Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BNP.PA BNP PARIBAS | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.18% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.18% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.18% | no in-house ratios for this holding |
| NATIONWIDE BLDG SOCIETY | UNSCREENED | 0.17% | no in-house ratios for this holding |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FOUNDRY JV HOLDCO LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| ETR ENTERGY CORP | NON_COMPLIANT | 0.17% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GS Mortgage Securities Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.17% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 4755.T RAKUTEN GROUP INC | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| GREENSAIF PIPELINES BIDC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ABN.AS ABN AMRO BANK NV | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.16% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MORGAN STANLEY PVT BANK | UNSCREENED | 0.16% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.16% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| A5G.IR AIB GROUP PLC | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UCG.MI UNICREDIT SPA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CBK.DE COMMERZBANK AG | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ISP.MI INTESA SANPAOLO SPA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SAB.MC BANCO DE SABADELL SA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KINGDOM OF MOROCCO | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.16% | no in-house ratios for this holding |
| COLUMBIA PIPELINES OPCO | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BP CAPITAL MARKETS PLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| TLV.RO BANCA TRANSILVANIA | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DANSKE.CO DANSKE BANK A/S | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| UNIBAIL-RODAMCO-WESTFLD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| TTE.PA TOTALENERGIES SE | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BANQUE OUEST AFRICAINE D | UNSCREENED | 0.15% | no in-house ratios for this holding |
| KBC.BR KBC GROUP NV | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WPC EUROBOND BV | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BANQUE OUEST AFRICAINE D | UNSCREENED | 0.14% | no in-house ratios for this holding |
| TURKIYE VARLIK FONU | UNSCREENED | 0.14% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ECOPETROL.CL ECOPETROL SA | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Merchants Fleet Funding LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| REPUBLIC OF SURINAME INT | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.14% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| VOLKSWAGEN LEASING GMBH | UNSCREENED | 0.14% | no in-house ratios for this holding |
| GRUPO NUTRESA SA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PWR QUANTA SERVICES INC | COMPLIANT | 0.14% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| BNP.PA BNP PARIBAS | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LD CELULOSE INTERNATIONA | UNSCREENED | 0.13% | no in-house ratios for this holding |
| VISTRA OPERATIONS CO LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CEMEXCPO.MX CEMEX SAB DE CV | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| DIG INTL FIN/DIFL US LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MERSIN ULUSLARARASI LIMA | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CIA DE MINAS BUENAVENTUR | UNSCREENED | 0.13% | no in-house ratios for this holding |
| State Street Global Advisors | UNSCREENED | 0.13% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.13% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Japan Government Twenty Year Bonds | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SOPAIPILLA INVESTOR LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FIRSTENERGY TRANSMISSION | UNSCREENED | 0.13% | no in-house ratios for this holding |
| AFRICA FINANCE CORP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.13% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| ORBIA ADVANCE CORP SAB | UNSCREENED | 0.13% | no in-house ratios for this holding |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AKBNK.IS AKBANK TAS | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.13% | no in-house ratios for this holding |
| REPUBLIC OF ECUADOR | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.13% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MRVL MARVELL TECHNOLOGY INC | COMPLIANT | 0.13% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| MELCO RESORTS FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| TELECOMMUNICATIONS CO TE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SANTANDER UK GROUP HLDGS | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ISLAMIC REP OF PAKISTAN | UNSCREENED | 0.13% | no in-house ratios for this holding |
| TURKIYE GARANTI BANKASI | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ENERGUATE TRUST 2 0 | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Republic of South Africa Government International Bonds | UNSCREENED | 0.13% | no in-house ratios for this holding |
| KBC.BR KBC GROUP NV | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DEUTSCHE BANK NY | UNSCREENED | 0.12% | no in-house ratios for this holding |
| QNB BANK AS | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| STUDIO CITY FINANCE LTD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CORPORACION INMOBILIARIA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| FS LUXEMBOURG SARL | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Egypt Government International Bonds | UNSCREENED | 0.12% | no in-house ratios for this holding |
| ALPEK SA DE CV | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CFE FIBRA E | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| ENFRAGEN ENERGIA SUR SA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Lendmark Funding Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CONSTELLATION EN GEN LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| HERENS HOLDCO SARL | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Morgan Stanley & Co. International PLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| E ENI SPA | NON_COMPLIANT | 0.11% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.11% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SOLV SOLVENTUM CORP | NON_COMPLIANT | 0.11% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| AVOLON HOLDINGS FNDG LTD | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Mariner Finance Issuance Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SIERRA PACIFIC POWER CO | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SANTOS FINANCE LTD | UNSCREENED | 0.11% | no in-house ratios for this holding |
| MRVL MARVELL TECHNOLOGY INC | COMPLIANT | 0.11% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| BEIGNET INVESTOR LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Eurex Deutschland | UNSCREENED | 0.10% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.10% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| Aqua Finance Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.10% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| BRITISH COLUMBIA PROV OF | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| DEUTSCHE BANK NY | UNSCREENED | 0.10% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 2.8% of it passes FTSE Shariah, 2.0% passes S&P Shariah. 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 2.2% ratios fail on 17.4% 85.1% not rated under AAOIFI
ratios pass on 2.6% ratios fail on 11.9% 90.1% not rated under Usmani
ratios pass on 2.4% ratios fail on 17.1% 85.2% not rated under Dow Jones Islamic
ratios pass on 2.0% ratios fail on 17.5% 85.2% not rated under S&P Shariah
ratios pass on 2.7% ratios fail on 11.8% 90.1% not rated under MSCI Islamic
ratios pass on 2.0% ratios fail on 17.5% 85.2% not rated under MSCI Islamic M-Series
ratios pass on 2.8% ratios fail on 11.7% 90.1% not rated under FTSE Shariah
64 of 465 listed holdings carry our own per-methodology verdicts (20% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 38 (11% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UMBS, TBA | 3.82% |
| United States Treasury | 2.48% |
| Government National Mortgage Association | 1.78% |
| UMBS, TBA | 1.50% |
| KOREA TREASURY BOND | 1.38% |
| INDONESIA GOVERNMENT | 0.76% |
| Fannie Mae | 0.72% |
| GS GOLDMAN SACHS GROUP INC | 0.72% |
| Fannie Mae | 0.71% |
| United States Treasury | 0.67% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
PACE Global Fixed Income Investments (PWFAX) 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 |
|---|---|---|
| U.K. Giltsnot matched to a ticker | 10.80% | Not screened |
| Bundesrepublik Deutschland Bundesanleihenot matched to a ticker | 6.00% | Not screened |
| UMBS, TBAnot matched to a ticker | 3.82% | Non-compliant |
| U.K. Giltsnot matched to a ticker | 2.80% | Not screened |
| United States Treasurynot matched to a ticker | 2.48% | Non-compliant |
| State Street Global Advisorsnot matched to a ticker | 2.28% | Not screened |
| CHINA GOVERNMENT BONDnot matched to a ticker | 2.06% | Not screened |
| U.K. Giltsnot matched to a ticker | 2.03% | Not screened |
| Government National Mortgage Associationnot matched to a ticker | 1.78% | Non-compliant |
| Italy Buoni Poliennali Del Tesoronot matched to a ticker | 1.69% | Not screened |
Top 10 of 465 holdings, 35.7% 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 PWFAX. 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) | 46.10 | NEUTRAL |
| Stochastic %K (14) | 75.00 | NEUTRAL |
| CCI (20) | 47.62 | NEUTRAL |
| Williams %R (14) | -25.00 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.79 | BUY |
| Momentum (10) | 0.06 | BUY |
| EMA (10) | 7.65 | BUY |
| SMA (10) | 7.64 | BUY |
| EMA (20) | 7.66 | SELL |
| SMA (20) | 7.64 | BUY |
| EMA (30) | 7.68 | SELL |
| SMA (30) | 7.69 | SELL |
| EMA (50) | 7.72 | SELL |
| SMA (50) | 7.75 | SELL |
| EMA (100) | 7.77 | SELL |
| SMA (100) | 7.79 | SELL |
| EMA (200) | 7.81 | SELL |
| SMA (200) | 7.84 | 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.