Verdicts genuinely change. Free email alert the moment RFDAX'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.
Strategic Bond Fund · RUSSELL INVESTMENT CO
1,100 holdings
NON-COMPLIANT At least 43.25% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 52% turns out to be. Matching more holdings can only raise this share, never lower it.
28.86% 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.
1,100 holdings, 502 matched (47% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
5.57% of this portfolio’s income is non-permissible — weighted across holdings, computed over 13% of portfolio weight (223 of 1100 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 |
|---|---|---|---|
| WSP.TO WSP GLOBAL INC | COMPLIANT | 0.09% | AAOIFI19.7% Usmani28.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic23.3% MSCI Islamic M-Seriespass FTSE Shariah23.3% |
| APP APPLOVIN CORP | COMPLIANT | 0.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PRU PRUDENTIAL FINANCIAL INC | NON_COMPLIANT | 0.09% | AAOIFI49.0% Usmani2.6% Dow Jones Islamic56.4% S&P Shariah57.7% MSCI Islamic2.6% MSCI Islamic M-Series57.7% FTSE Shariah2.6% |
| HUNGARY | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Home Re Ltd | UNSCREENED | 0.09% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.09% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| FG F&G ANNUITIES & LIFE INC | NON_COMPLIANT | 0.09% | AAOIFI68.3% Usmani2.2% Dow Jones Islamic52.6% S&P Shariah51.3% MSCI Islamic2.2% MSCI Islamic M-Series51.3% FTSE Shariah2.2% |
| LII LENNOX INTERNATIONAL INC | COMPLIANT | 0.09% | AAOIFI12.0% Usmani38.7% Dow Jones Islamic8.3% S&P Shariah8.8% MSCI Islamic37.1% MSCI Islamic M-Series8.8% FTSE Shariah27.1% |
| COLUMBIA PIPELINE HOLDCO | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ETR ENTERGY CORP | NON_COMPLIANT | 0.09% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| PRP Advisors, LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| GLP CAPITAL LP / FIN II | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BROOKLYN UNION GAS CO | UNSCREENED | 0.09% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ROP ROPER TECHNOLOGIES INC | NON_COMPLIANT | 0.09% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| BARC.L BARCLAYS PLC | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.09% | no in-house ratios for this holding |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.09% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| LPL HOLDINGS INC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.09% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| Saluda Grade Alternative Mortgage Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| HUM HUMANA INC | NON_COMPLIANT | 0.09% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| Fannie Mae | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| OMEGA HLTHCARE INVESTORS | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MIDWEST CONNECTOR CAPIT | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MSI MOTOROLA SOLUTIONS INC | COMPLIANT | 0.09% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| BULGARIA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| 2222.SR SAUDI ARABIAN OIL CO | COMPLIANT | 0.09% | AAOIFI5.8% Usmani16.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic14.2% MSCI Islamic M-Seriespass FTSE Shariah14.2% |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MBGL MOBILITY GLOBAL INC | NON_COMPLIANT | 0.09% | AAOIFI33.1% Usmani15.4% Dow Jones Islamic— S&P Shariah— MSCI Islamic15.4% MSCI Islamic M-Series— FTSE Shariah15.2% |
| SSB SOUTHSTATE BANK CORP | NON_COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DTM DT MIDSTREAM INC | COMPLIANT | 0.09% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| CELULOSA ARAUCO CONSTITU | UNSCREENED | 0.09% | no in-house ratios for this holding |
| REPUBLIC OF INDONESIA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| STZ CONSTELLATION BRANDS INC | NON_COMPLIANT | 0.09% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| BOSTON GAS COMPANY | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.08% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EXPORT-IMPORT BANK KOREA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AMT AMERICAN TOWER CORP | NON_COMPLIANT | 0.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MTZ MASTEC INC | COMPLIANT | 0.08% | AAOIFI16.4% Usmani33.2% Dow Jones Islamic19.2% S&P Shariah24.0% MSCI Islamic29.6% MSCI Islamic M-Series24.0% FTSE Shariah25.1% |
| BRAVO Residential Funding Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ALASKA AIRLINES INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.08% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| LPX LOUISIANA-PACIFIC CORP | COMPLIANT | 0.08% | AAOIFI8.0% Usmani14.5% Dow Jones Islamic6.1% S&P Shariah6.5% MSCI Islamic14.5% MSCI Islamic M-Series6.5% FTSE Shariah13.3% |
| PRP Advisors, LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AMER AIRLINE 21-1A EETC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Woodward Capital Management | UNSCREENED | 0.08% | no in-house ratios for this holding |
| FLUTTER TREASURY DAC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SYSTEM ENERGY RESOURCES | UNSCREENED | 0.08% | no in-house ratios for this holding |
| WBS WEBSTER FINANCIAL CORP | NON_COMPLIANT | 0.08% | AAOIFI5.9% Usmani0.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.9% MSCI Islamic M-Seriesfail FTSE Shariah0.9% |
| DUKE ENERGY CAROLINAS | UNSCREENED | 0.08% | no in-house ratios for this holding |
| HUNTINGTON INGALLS INDUS | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BP CAP MARKETS AMERICA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ARES CAPITAL CORP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.08% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Freddie Mac | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| CHOICE HOTELS INTL INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| KILROY REALTY LP | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AVT AVNET INC | NON_COMPLIANT | 0.08% | AAOIFI46.0% Usmani22.5% Dow Jones Islamic70.8% S&P Shariah74.3% MSCI Islamic22.5% MSCI Islamic M-Series74.3% FTSE Shariah20.8% |
| MAS MASCO CORP | COMPLIANT | 0.08% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| UNITED MEXICAN STATES | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ALV.DE ALLIANZ SE | NON_COMPLIANT | 0.08% | AAOIFI20.8% Usmani3.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic3.4% MSCI Islamic M-Seriesfail FTSE Shariah3.4% |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| IEX IDEX CORP | COMPLIANT | 0.08% | AAOIFI11.3% Usmani27.2% Dow Jones Islamic13.0% S&P Shariah12.7% MSCI Islamic27.2% MSCI Islamic M-Series12.7% FTSE Shariah26.8% |
| RDN RADIAN GROUP INC | NON_COMPLIANT | 0.08% | AAOIFI25.4% Usmani11.6% Dow Jones Islamic26.6% S&P Shariah27.5% MSCI Islamic11.6% MSCI Islamic M-Series27.5% FTSE Shariah11.6% |
| DIAGEO CAPITAL PLC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PUBLIC SERVICE ENTERPRIS | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CANADIAN IMPERIAL BANK | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.08% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EFX EQUIFAX INC | COMPLIANT | 0.08% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| EIX EDISON INTERNATIONAL | NON_COMPLIANT | 0.08% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| FIGRE Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ALLE ALLEGION PLC | COMPLIANT | 0.08% | AAOIFI17.0% Usmani41.5% Dow Jones Islamic17.5% S&P Shariah18.7% MSCI Islamic41.5% MSCI Islamic M-Series18.7% FTSE Shariah37.9% |
| FSK FS KKR CAPITAL CORP | NON_COMPLIANT | 0.08% | AAOIFI191.2% Usmani54.0% Dow Jones Islamic162.1% S&P Shariah164.5% MSCI Islamic54.0% MSCI Islamic M-Series164.5% FTSE Shariah54.0% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.08% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| WDAY WORKDAY INC | COMPLIANT | 0.08% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.08% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| KINDER MORGAN ENER PART | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SMBC AVIATION CAPITAL FI | UNSCREENED | 0.08% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| PIEDMONT OPERATING PARTN | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MO ALTRIA GROUP INC | NON_COMPLIANT | 0.07% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| PRP Advisors, LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.07% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| ALLIANT ENERGY FINANCE | UNSCREENED | 0.07% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.07% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| BANCO DE CREDITO DEL PER | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ADANI ELECTRICITY MUMBAI | UNSCREENED | 0.07% | no in-house ratios for this holding |
| SFD SMITHFIELD FOODS INC | COMPLIANT | 0.07% | AAOIFI27.7% Usmani19.9% Dow Jones Islamic29.3% S&P Shariahpass MSCI Islamic19.9% MSCI Islamic M-Seriespass FTSE Shariah16.7% |
| ESNT ESSENT GROUP LTD | NON_COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FIGRE Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.07% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.07% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| TRANSPRTDRA DE GAS INTL | UNSCREENED | 0.07% | no in-house ratios for this holding |
| RELIANCE.NS RELIANCE INDUSTRIES LTD | COMPLIANT | 0.07% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CEMEXCPO.MX CEMEX SAB DE CV | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| MTH MERITAGE HOMES CORP | NON_COMPLIANT | 0.07% | AAOIFI13.3% Usmani7.6% Dow Jones Islamic11.3% S&P Shariah11.0% MSCI Islamic7.6% MSCI Islamic M-Series11.0% FTSE Shariah7.6% |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HUNTSMAN INTERNATIONAL L | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.07% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| 8630.T SOMPO HOLDINGS INC | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MQG.AX MACQUARIE GROUP LTD | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FIRSTENERGY TRANSMISSION | UNSCREENED | 0.07% | no in-house ratios for this holding |
| EQIX EQUINIX INC | COMPLIANT | 0.07% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| FDXF FEDEX FREIGHT HOLDING CO | COMPLIANT | 0.07% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| DAIMLER TRUCK FINAN NA | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Business Jet Securities, LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.07% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| Japan Government Forty Year Bonds | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| SPG SIMON PROPERTY GROUP LP | NON_COMPLIANT | 0.07% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| ALCON FINANCE CORP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| WU WESTERN UNION CO/THE | NON_COMPLIANT | 0.07% | AAOIFI104.5% Usmani31.5% Dow Jones Islamic91.2% S&P Shariah83.5% MSCI Islamic31.5% MSCI Islamic M-Series83.5% FTSE Shariah31.5% |
| United States Treasury | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MPC MARATHON PETROLEUM CORP | NON_COMPLIANT | 0.07% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| C CITIGROUP INC | NON_COMPLIANT | 0.07% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| UNITED AIRLINES INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ONEOK INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FAIRFAX FINL HLDGS LTD | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BGC BGC GROUP INC | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SAMMONS FINANCIAL GROUP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| KR KROGER CO | NON_COMPLIANT | 0.07% | AAOIFI66.2% Usmani45.5% Dow Jones Islamic54.1% S&P Shariah57.6% MSCI Islamic45.5% MSCI Islamic M-Series57.6% FTSE Shariah31.1% |
| COCA-COLA FEMSA SAB CV | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BIMBO BAKERIES USA INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BDS Ltd | UNSCREENED | 0.07% | no in-house ratios for this holding |
| EPR EPR PROPERTIES | NON_COMPLIANT | 0.07% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| TRANSCANADA PIPELINES | UNSCREENED | 0.07% | no in-house ratios for this holding |
| GEN LUX SARL/GEN USA INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| WTFC WINTRUST FINANCIAL CORP | NON_COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.07% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.07% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| GBDC GOLUB CAPITAL BDC | NON_COMPLIANT | 0.07% | AAOIFI136.7% Usmani54.4% Dow Jones Islamic133.8% S&P Shariah153.0% MSCI Islamic54.4% MSCI Islamic M-Series153.0% FTSE Shariah54.4% |
| Woodward Capital Management | UNSCREENED | 0.07% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.07% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ECL.SN ENGIE ENERGIA CHILE SA | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.07% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| United States Treasury | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PACIFICORP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| NMIH NMI HOLDINGS | NON_COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NDA-FI.HE NORDEA BANK ABP | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNITED MEXICAN STATES | UNSCREENED | 0.07% | no in-house ratios for this holding |
| KEYS KEYSIGHT TECHNOLOGIES | COMPLIANT | 0.07% | AAOIFI4.8% Usmani23.0% Dow Jones Islamic7.5% S&P Shariah8.4% MSCI Islamic23.0% MSCI Islamic M-Series8.4% FTSE Shariah21.1% |
| SUZANO AUSTRIA GMBH | UNSCREENED | 0.07% | no in-house ratios for this holding |
| NORTH HAVEN PRIVATE INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BRIGHTHOUSE FINANCIAL IN | UNSCREENED | 0.07% | no in-house ratios for this holding |
| EFN.TO ELEMENT FLEET MANAGEMENT | NON_COMPLIANT | 0.07% | AAOIFI129.7% Usmani69.7% Dow Jones Islamic— S&P Shariah— MSCI Islamic69.7% MSCI Islamic M-Series— FTSE Shariah69.7% |
| RVTY REVVITY INC | COMPLIANT | 0.07% | AAOIFI23.1% Usmani27.9% Dow Jones Islamic27.9% S&P Shariah27.2% MSCI Islamic27.9% MSCI Islamic M-Series27.2% FTSE Shariah26.7% |
| PENTAIR FINANCE SARL | UNSCREENED | 0.07% | no in-house ratios for this holding |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.07% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| JP Morgan Mortgage Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CTR PARTNERSHIP/CARETRST | UNSCREENED | 0.06% | no in-house ratios for this holding |
| OAKTREE SPECIALTY LEND | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AXIS SPECIALTY FINANCE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.06% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.06% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| SABRA HEALTH CARE LP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| FIRST-CITIZENS BANK/TRST | UNSCREENED | 0.06% | no in-house ratios for this holding |
| EFX EQUIFAX INC | COMPLIANT | 0.06% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| AMXB.MX AMERICA MOVIL SAB DE CV | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BLOCK FINANCIAL LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| HUNGARY | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 0.06% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| FLEX FLEX LTD | COMPLIANT | 0.06% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| CONAGRA BRANDS INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| BROADRIDGE FINANCIAL SOL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.06% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| HCA INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SUMITOMO MITSUI FINL GRP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PENSKE TRUCK LEASING/PTL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.06% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| ABBV ABBVIE INC | COMPLIANT | 0.06% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| EVRG EVERGY INC | NON_COMPLIANT | 0.06% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| GOOG ALPHABET INC | QUESTIONABLE | 0.06% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CITADEL SECURITIES GLOBA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ICICI BANK LTD/DUBAI | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| CSU.TO CONSTELLATION SOFTWARE | COMPLIANT | 0.06% | AAOIFI13.2% Usmani38.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic35.8% MSCI Islamic M-Seriespass FTSE Shariah35.8% |
| CNO CNO FINANCIAL GROUP INC | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.06% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| PRU PRUDENTIAL FINANCIAL INC | NON_COMPLIANT | 0.06% | AAOIFI49.0% Usmani2.6% Dow Jones Islamic56.4% S&P Shariah57.7% MSCI Islamic2.6% MSCI Islamic M-Series57.7% FTSE Shariah2.6% |
| BNS.TO BANK OF NOVA SCOTIA | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Freddie Mac | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| HD HOME DEPOT INC | COMPLIANT | 0.06% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| RPRX ROYALTY PHARMA PLC | NON_COMPLIANT | 0.06% | AAOIFI24.4% Usmani45.2% Dow Jones Islamic60.3% S&P Shariah67.3% MSCI Islamic45.2% MSCI Islamic M-Series67.3% FTSE Shariah45.2% |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SYF SYNCHRONY FINANCIAL | NON_COMPLIANT | 0.06% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| FITB FIFTH THIRD BANCORP | NON_COMPLIANT | 0.06% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| PROMIGAS/GASES PACIFICO | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Saluda Grade Alternative Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| FNB CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Woodward Capital Management | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.06% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.06% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| OCP Euro CLO | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AVOLON HOLDINGS FNDG LTD | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MEXICO GENERADORA DE ENE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BEACON POINT DC LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CELLNEX FINANCE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Saluda Grade Alternative Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.06% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| OWL BLUE OWL CAPITAL CORP | NON_COMPLIANT | 0.06% | AAOIFI21.8% Usmani30.9% Dow Jones Islamic16.0% S&P Shariah16.4% MSCI Islamic30.9% MSCI Islamic M-Series16.4% FTSE Shariah30.9% |
| BAT CAPITAL CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| OGLETHORPE POWER CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| FED REPUBLIC OF BRAZIL | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BROOKFIELD INFRA FIN ULC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| NTAP NETAPP INC | COMPLIANT | 0.06% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.06% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| BANCO SANTANDER MEXICO | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AAT AMERICAN ASSETS TRUST LP | NON_COMPLIANT | 0.06% | AAOIFI128.1% Usmani58.6% Dow Jones Islamic137.3% S&P Shariah141.5% MSCI Islamic58.6% MSCI Islamic M-Series141.5% FTSE Shariah58.6% |
| INTU INTUIT INC | COMPLIANT | 0.06% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| MEOH METHANEX CORP | NON_COMPLIANT | 0.06% | AAOIFI58.9% Usmani37.8% Dow Jones Islamic88.2% S&P Shariah89.5% MSCI Islamic37.8% MSCI Islamic M-Series89.5% FTSE Shariah37.8% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.06% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.06% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| NORTHWESTERN MUTUAL LIFE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AMER AIRLINE 16-1 AA PTT | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| BBVA MEX BANCA GRUPO TX | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 5.7% of it passes Dow Jones Islamic, 4.3% 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 5.5% ratios fail on 12.5% 81.9% not rated under AAOIFI
ratios pass on 4.5% ratios fail on 11.8% 83.6% not rated under Usmani
ratios pass on 5.7% ratios fail on 11.8% 82.4% not rated under Dow Jones Islamic
ratios pass on 5.2% ratios fail on 12.3% 82.4% not rated under S&P Shariah
ratios pass on 4.3% ratios fail on 11.9% 83.6% not rated under MSCI Islamic
ratios pass on 5.2% ratios fail on 12.3% 82.4% not rated under MSCI Islamic M-Series
ratios pass on 5.1% ratios fail on 11.3% 83.5% not rated under FTSE Shariah
199 of 1,100 listed holdings carry our own per-methodology verdicts (19% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 161 (14% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States Treasury | 6.95% |
| UMBS, TBA | 1.43% |
| United States Treasury | 1.07% |
| United States Treasury | 0.91% |
| United States Treasury | 0.83% |
| United States Treasury | 0.80% |
| Fannie Mae | 0.72% |
| Freddie Mac | 0.71% |
| Government National Mortgage Association | 0.59% |
| Freddie Mac | 0.57% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Strategic Bond Fund (RFDAX) 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 |
|---|---|---|
| United States Treasurynot matched to a ticker | 6.95% | Non-compliant |
| Russell Investments Trust Company Commingled Employee Benefit Funds Trust-U.S. Cash Management Fundnot matched to a ticker | 6.02% | Not screened |
| Russell Investments Core Plus Bond ETFnot matched to a ticker | 1.48% | Not screened |
| UMBS, TBAnot matched to a ticker | 1.43% | Non-compliant |
| French Republic Government Bonds OATnot matched to a ticker | 1.40% | Not screened |
| United States Treasurynot matched to a ticker | 1.07% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.91% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.83% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.80% | Non-compliant |
| Fannie Maenot matched to a ticker | 0.72% | Non-compliant |
Top 10 of 1100 holdings, 21.6% 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 RFDAX. 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) | 39.30 | NEUTRAL |
| Stochastic %K (14) | 80.81 | SELL |
| CCI (20) | -20.87 | NEUTRAL |
| Williams %R (14) | -19.19 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.33 | BUY |
| Momentum (10) | 0.03 | BUY |
| EMA (10) | 8.59 | BUY |
| SMA (10) | 8.57 | BUY |
| EMA (20) | 8.62 | SELL |
| SMA (20) | 8.62 | SELL |
| EMA (30) | 8.65 | SELL |
| SMA (30) | 8.66 | SELL |
| EMA (50) | 8.70 | SELL |
| SMA (50) | 8.73 | SELL |
| EMA (100) | 8.76 | SELL |
| SMA (100) | 8.79 | SELL |
| EMA (200) | 8.81 | SELL |
| SMA (200) | 8.83 | 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.