RLCPXETF / FundLazard Opportunistic Strategies Portfolio
Verdicts genuinely change. Free email alert the moment RLCPX'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.
Lazard Opportunistic Strategies Portfolio · LAZARD FUNDS INC
20 holdings
UNVERIFIED None of this fund's 20 holdings matched a company in our screened universe. It does file equity positions — the shortfall is in our matching, not in the fund, and it can close on a later screen. Usually this is foreign listings or naming we have not yet resolved.
Largest holdings: Vanguard S&P 500 ETF, Vanguard S&P 500 Growth ETF, Vanguard S&P 500 Value ETF, iShares 20+ Year Treasury Bond ETF, State Street SPDR EURO STOXX 50 ETF.
20 holdings, 0 matched (0% of weight). Portfolio as of 2026-06-30, filed 2026-08-21. Source: SEC Form N-PORT.
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.
All holdings (20)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Vanguard S&P 500 ETF | UNSCREENED | 13.46% | no in-house ratios for this holding |
| Vanguard S&P 500 Growth ETF | UNSCREENED | 12.28% | no in-house ratios for this holding |
| Vanguard S&P 500 Value ETF | UNSCREENED | 12.14% | no in-house ratios for this holding |
| iShares 20+ Year Treasury Bond ETF | UNSCREENED | 11.64% | no in-house ratios for this holding |
| State Street SPDR EURO STOXX 50 ETF | UNSCREENED | 7.14% | no in-house ratios for this holding |
| Invesco QQQ Trust Series 1 | UNSCREENED | 7.03% | no in-house ratios for this holding |
| iShares 1-3 Year Treasury Bond ETF | UNSCREENED | 5.02% | no in-house ratios for this holding |
| iShares MSCI Japan ETF | UNSCREENED | 4.31% | no in-house ratios for this holding |
| Lazard Next Gen Technologies ETF | UNSCREENED | 4.19% | no in-house ratios for this holding |
| iShares International Treasury Bond ETF | UNSCREENED | 3.89% | no in-house ratios for this holding |
| LAZARD GOVT MNY MMKT INS | UNSCREENED | 3.77% | no in-house ratios for this holding |
| iShares iBoxx USD Investment Grade Corporate Bond ETF | UNSCREENED | 3.05% | no in-house ratios for this holding |
| WisdomTree Aluminium | UNSCREENED | 2.54% | no in-house ratios for this holding |
| iShares MSCI USA Momentum Factor ETF | UNSCREENED | 2.22% | no in-house ratios for this holding |
| Franklin FTSE Latin America ETF | UNSCREENED | 1.87% | no in-house ratios for this holding |
| Lazard International Dynamic Equity ETF | UNSCREENED | 1.50% | no in-house ratios for this holding |
| United States Copper Index Fund | UNSCREENED | 1.45% | no in-house ratios for this holding |
| United States Oil Fund LP | UNSCREENED | 1.30% | no in-house ratios for this holding |
| iShares MSCI Emerging Markets ETF | UNSCREENED | 1.09% | no in-house ratios for this holding |
| Goldman Sachs & Co. LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| Vanguard S&P 500 ETFnot matched to a ticker | 13.46% | Not screened |
| Vanguard S&P 500 Growth ETFnot matched to a ticker | 12.28% | Not screened |
| Vanguard S&P 500 Value ETFnot matched to a ticker | 12.14% | Not screened |
| iShares 20+ Year Treasury Bond ETFnot matched to a ticker | 11.64% | Not screened |
| State Street SPDR EURO STOXX 50 ETFnot matched to a ticker | 7.14% | Not screened |
| Invesco QQQ Trust Series 1not matched to a ticker | 7.03% | Not screened |
| iShares 1-3 Year Treasury Bond ETFnot matched to a ticker | 5.02% | Not screened |
| iShares MSCI Japan ETFnot matched to a ticker | 4.31% | Not screened |
| Lazard Next Gen Technologies ETFnot matched to a ticker | 4.19% | Not screened |
| iShares International Treasury Bond ETFnot matched to a ticker | 3.89% | Not screened |
Top 10 of 20 holdings, 81.1% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- Vanguard S&P 500 ETFnot screened13.46%
- Vanguard S&P 500 Growth ETFnot screened12.28%
- Vanguard S&P 500 Value ETFnot screened12.14%
- iShares 20+ Year Treasury Bond ETFnot screened11.64%
- State Street SPDR EURO STOXX 50 ETFnot screened7.14%
- Invesco QQQ Trust Series 1not screened7.03%
What changed, and when
Verdict history for RLCPX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for RLCPX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.