Verdicts genuinely change. Free email alert the moment RJVI'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.
RJ Eagle Vertical Income ETF ETF · Carillon Series Trust
78 holdings · as of 2026-06-30 (3.4 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
NON-COMPLIANT 52.16% of portfolio weight is in non-compliant holdings, over the 5% threshold.
78 holdings, 65 matched (81% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
2.35% of this portfolio’s income is non-permissible — weighted across holdings, computed over 68% of portfolio weight (54 of 78 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.
26.1% compliant 2.9% questionable 52.2% non-compliant 18.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| DIAGEO CAPITAL PLC | UNSCREENED | 2.00% | no in-house ratios for this holding |
| DG DOLLAR GENERAL CORP | NON_COMPLIANT | 1.95% | AAOIFI55.9% Usmani49.0% Dow Jones Islamic69.2% S&P Shariah65.1% MSCI Islamic49.0% MSCI Islamic M-Series65.1% FTSE Shariah14.2% |
| UNP UNION PACIFIC CORP | COMPLIANT | 1.95% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| HON HONEYWELL INTERNATIONAL | NON_COMPLIANT | 1.94% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| AAPL APPLE INC | COMPLIANT | 1.93% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| CMCSA COMCAST CORP | NON_COMPLIANT | 1.88% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| First American Government Obli | UNSCREENED | 1.59% | no in-house ratios for this holding |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 1.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CMS CMS ENERGY CORP | NON_COMPLIANT | 1.50% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| PNC FINANCIAL SERVICES | UNSCREENED | 1.49% | no in-house ratios for this holding |
| DELL INT LLC / EMC CORP | UNSCREENED | 1.48% | no in-house ratios for this holding |
| EFX EQUIFAX INC | COMPLIANT | 1.48% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| AZO AUTOZONE INC | COMPLIANT | 1.48% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 1.48% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 1.47% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| LABORATORY CORP OF AMER | UNSCREENED | 1.47% | no in-house ratios for this holding |
| IR INGERSOLL RAND INC | COMPLIANT | 1.47% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| NOC NORTHROP GRUMMAN CORP | NON_COMPLIANT | 1.47% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| JM SMUCKER CO | UNSCREENED | 1.47% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 1.47% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| MOODY'S CORPORATION | UNSCREENED | 1.47% | no in-house ratios for this holding |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 1.47% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| GOOG ALPHABET INC | QUESTIONABLE | 1.47% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| LHX L3HARRIS TECH INC | NON_COMPLIANT | 1.47% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| FISV FISERV INC | NON_COMPLIANT | 1.47% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| AMGN AMGEN INC | COMPLIANT | 1.46% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BWA BORGWARNER INC | NON_COMPLIANT | 1.46% | AAOIFI30.1% Usmani29.2% Dow Jones Islamic43.9% S&P Shariah46.5% MSCI Islamic29.2% MSCI Islamic M-Series46.5% FTSE Shariah27.7% |
| OTIS OTIS WORLDWIDE CORP | NON_COMPLIANT | 1.46% | AAOIFI31.9% Usmani77.4% Dow Jones Islamic25.2% S&P Shariah25.0% MSCI Islamic77.4% MSCI Islamic M-Series25.0% FTSE Shariah73.7% |
| DGX QUEST DIAGNOSTICS INC | COMPLIANT | 1.46% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| ORCL ORACLE CORP | NON_COMPLIANT | 1.46% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 1.46% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| BURLINGTN NORTH SANTA FE | UNSCREENED | 1.46% | no in-house ratios for this holding |
| AON CORP/AON GLOBAL HOLD | UNSCREENED | 1.46% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 1.46% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| JBL JABIL INC | COMPLIANT | 1.46% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| AUTONATION INC | UNSCREENED | 1.46% | no in-house ratios for this holding |
| KELLANOVA | UNSCREENED | 1.46% | no in-house ratios for this holding |
| LMT LOCKHEED MARTIN CORP | NON_COMPLIANT | 1.45% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| WCN WASTE CONNECTIONS INC | COMPLIANT | 1.45% | AAOIFI16.4% Usmani44.9% Dow Jones Islamic21.4% S&P Shariah22.2% MSCI Islamic44.9% MSCI Islamic M-Series22.2% FTSE Shariah43.4% |
| WM WASTE MANAGEMENT INC | COMPLIANT | 1.45% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| EMR EMERSON ELECTRIC CO | COMPLIANT | 1.45% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| TMO THERMO FISHER SCIENTIFIC | COMPLIANT | 1.45% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 1.45% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| LOW LOWE'S COS INC | NON_COMPLIANT | 1.44% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| MSI MOTOROLA SOLUTIONS INC | COMPLIANT | 1.44% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| ROP ROPER TECHNOLOGIES INC | NON_COMPLIANT | 1.42% | AAOIFI28.1% Usmani32.2% Dow Jones Islamic22.5% S&P Shariah21.7% MSCI Islamic32.2% MSCI Islamic M-Series21.7% FTSE Shariah32.2% |
| STZ CONSTELLATION BRANDS INC | NON_COMPLIANT | 1.33% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| WMB Williams Cos Inc/The | NON_COMPLIANT | 1.31% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| KEY KeyCorp | NON_COMPLIANT | 1.23% | AAOIFI47.1% Usmani5.7% Dow Jones Islamic56.9% S&P Shariah65.9% MSCI Islamic5.7% MSCI Islamic M-Series65.9% FTSE Shariah5.7% |
| EVRG Evergy Inc | NON_COMPLIANT | 1.22% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| KO Coca-Cola Co/The | COMPLIANT | 1.22% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| Philip Morris International In | UNSCREENED | 1.18% | no in-house ratios for this holding |
| O Realty Income Corp | NON_COMPLIANT | 1.10% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| ABBV AbbVie Inc | COMPLIANT | 1.09% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 1.07% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 1.05% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 1.02% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| PCAR PACCAR Inc | NON_COMPLIANT | 1.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EVRG EVERGY INC | NON_COMPLIANT | 1.00% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| STT STATE STREET CORP | NON_COMPLIANT | 1.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| C CITIGROUP INC | NON_COMPLIANT | 0.99% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.99% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.99% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.98% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| SO SOUTHERN CO | NON_COMPLIANT | 0.98% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.96% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| CSCO Cisco Systems Inc | COMPLIANT | 0.96% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| CME CME Group Inc | NON_COMPLIANT | 0.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MDT Medtronic PLC | COMPLIANT | 0.84% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| IBM | UNSCREENED | 0.83% | no in-house ratios for this holding |
| T AT&T Inc | NON_COMPLIANT | 0.81% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| PFE Pfizer Inc | NON_COMPLIANT | 0.81% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| VZ Verizon Communications Inc | NON_COMPLIANT | 0.69% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| UPS United Parcel Service Inc | NON_COMPLIANT | 0.67% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| CVX Chevron Corp | COMPLIANT | 0.58% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| SO SOUTHERN CO | NON_COMPLIANT | 0.54% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| STZ CONSTELLATION BRANDS INC | NON_COMPLIANT | 0.13% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 0.11% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
The published standards disagree about this fund by 21 points of portfolio weight — 40.8% of it passes Dow Jones Islamic, 19.7% 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 34.5% ratios fail on 38.8% 26.7% not rated under AAOIFI
ratios pass on 22.6% ratios fail on 44.0% 33.4% not rated under Usmani
ratios pass on 40.8% ratios fail on 31.0% 28.2% not rated under Dow Jones Islamic
ratios pass on 37.9% ratios fail on 33.9% 28.2% not rated under S&P Shariah
ratios pass on 19.7% ratios fail on 44.0% 36.3% not rated under MSCI Islamic
ratios pass on 37.9% ratios fail on 33.9% 28.2% not rated under MSCI Islamic M-Series
ratios pass on 26.0% ratios fail on 39.1% 34.8% not rated under FTSE Shariah
61 of 78 listed holdings carry our own per-methodology verdicts (81% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 55 (73% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| DG DOLLAR GENERAL CORP | 1.95% |
| HON HONEYWELL INTERNATIONAL | 1.94% |
| CMCSA COMCAST CORP | 1.88% |
| AEP AMERICAN ELECTRIC POWER | 1.52% |
| CMS CMS ENERGY CORP | 1.50% |
| GS GOLDMAN SACHS GROUP INC | 1.48% |
| JPM JPMORGAN CHASE & CO | 1.47% |
| NOC NORTHROP GRUMMAN CORP | 1.47% |
| BRO BROWN & BROWN INC | 1.47% |
| LHX L3HARRIS TECH INC | 1.47% |
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
RJ Eagle Vertical Income ETF (RJVI) 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.
Computing the full ratio and business-activity breakdown for RJVI — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
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) | 44.60 | NEUTRAL |
| Stochastic %K (14) | 52.94 | NEUTRAL |
| CCI (20) | -3.20 | NEUTRAL |
| Williams %R (14) | -47.06 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 0.64 | BUY |
| Momentum (10) | 0.15 | BUY |
| EMA (10) | 24.12 | BUY |
| SMA (10) | 24.05 | BUY |
| EMA (20) | 24.20 | SELL |
| SMA (20) | 24.19 | SELL |
| EMA (30) | 24.28 | SELL |
| SMA (30) | 24.33 | SELL |
| EMA (50) | 24.39 | SELL |
| SMA (50) | 24.49 | SELL |
| EMA (100) | 24.48 | SELL |
| SMA (100) | 24.59 | SELL |
| EMA (200) | 24.46 | SELL |
| SMA (200) | 24.56 | SELL |
The fund is an actively managed exchange-traded fund. The fund aims to maximize an investor’s yield potential by utilizing a capital-structure agnostic approach that provides flexibility to invest in any level of a company’s vertical capital structure, including a company’s bonds, preferred stock and common stock. The fund primarily invests in investment-grade corporate bonds issued by companies included in the Bloomberg U.S. Corporate Index.
Background via Yahoo Finance — informational, not part of the verdict.
Average — needs more confirmation before sizing up
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 41 |
| ⏱ 15-Min | NEUTRAL | 41 |
| ⏲ 5-Min | BULLISH | 125 |
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
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.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-06 · Asset managers net 906615 (+2612)
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.