Verdicts genuinely change. Free email alert the moment RMBGX'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.
RMB Fund · RMB Investors Trust
36 holdings
NON-COMPLIANT 8.85% of portfolio weight is in non-compliant holdings, over the 5% threshold.
36 holdings, 32 matched (96% of weight). Portfolio as of 2026-06-30, filed 2026-08-19. Source: SEC Form N-PORT.
1.51% of this portfolio’s income is non-permissible — weighted across holdings, computed over 87% of portfolio weight (29 of 36 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.
59.4% compliant 27.3% questionable 8.8% non-compliant 4.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| GOOG Alphabet Inc | QUESTIONABLE | 11.21% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MSFT Microsoft Corp | QUESTIONABLE | 8.23% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMZN Amazon.com Inc | QUESTIONABLE | 6.56% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| NVDA NVIDIA Corp | COMPLIANT | 6.19% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| AAPL Apple Inc | COMPLIANT | 5.71% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| V Visa Inc | COMPLIANT | 3.71% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| AME AMETEK Inc | COMPLIANT | 3.46% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| TJX TJX Cos Inc/The | COMPLIANT | 3.25% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| PANW Palo Alto Networks Inc | COMPLIANT | 3.24% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LLY Eli Lilly & Co | COMPLIANT | 3.11% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 3.06% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 2.94% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| AVGO Broadcom Inc | COMPLIANT | 2.92% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| MS Morgan Stanley | NON_COMPLIANT | 2.79% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| ADI Analog Devices Inc | COMPLIANT | 2.74% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| AMAT Applied Materials Inc | COMPLIANT | 2.60% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| BKNG Booking Holdings Inc | COMPLIANT | 2.13% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DHR Danaher Corp | COMPLIANT | 2.12% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| NDSN Nordson Corp | COMPLIANT | 1.96% | AAOIFI9.1% Usmani27.3% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic27.0% MSCI Islamic M-Series11.8% FTSE Shariah25.9% |
| EOG EOG Resources Inc | COMPLIANT | 1.90% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| SPGI S&P Global Inc | COMPLIANT | 1.81% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| PGR Progressive Corp/The | NON_COMPLIANT | 1.80% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| Federal Realty Investment Trus | UNSCREENED | 1.72% | no in-house ratios for this holding |
| SNPS Synopsys Inc | COMPLIANT | 1.60% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| MRK Merck & Co Inc | COMPLIANT | 1.49% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| Huntington Bancshares Inc/OH | UNSCREENED | 1.41% | no in-house ratios for this holding |
| HUBB Hubbell Inc | COMPLIANT | 1.35% | AAOIFI11.2% Usmani32.5% Dow Jones Islamic11.8% S&P Shariah12.7% MSCI Islamic32.5% MSCI Islamic M-Series12.7% FTSE Shariah30.6% |
| CRH CRH PLC | COMPLIANT | 1.34% | AAOIFI31.8% Usmani33.7% Dow Jones Islamic27.6% S&P Shariah30.6% MSCI Islamic32.7% MSCI Islamic M-Series30.6% FTSE Shariah30.4% |
| META Meta Platforms Inc | QUESTIONABLE | 1.29% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| IEX IDEX Corp | COMPLIANT | 1.21% | AAOIFI11.3% Usmani27.2% Dow Jones Islamic13.0% S&P Shariah12.7% MSCI Islamic27.2% MSCI Islamic M-Series12.7% FTSE Shariah26.8% |
| RTX RTX Corp | NON_COMPLIANT | 1.20% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| INTC Intel Corp | COMPLIANT | 1.15% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| Philip Morris International In | UNSCREENED | 1.07% | no in-house ratios for this holding |
| CRWD Crowdstrike Holdings Inc | COMPLIANT | 0.93% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| MU Micron Technology Inc | COMPLIANT | 0.55% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| First American Government Obli | UNSCREENED | 0.28% | no in-house ratios for this holding |
The published standards disagree about this fund by 23 points of portfolio weight — 84.3% of it passes Dow Jones Islamic, 61.2% 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 83.0% ratios fail on 7.2% 9.8% not rated under AAOIFI
ratios pass on 72.4% ratios fail on 13.2% 14.4% not rated under Usmani
ratios pass on 84.3% ratios fail on 5.9% 9.8% not rated under Dow Jones Islamic
ratios pass on 84.3% ratios fail on 5.9% 9.8% not rated under S&P Shariah
ratios pass on 61.2% ratios fail on 15.0% 23.8% not rated under MSCI Islamic
ratios pass on 84.3% ratios fail on 5.9% 9.8% not rated under MSCI Islamic M-Series
ratios pass on 78.3% ratios fail on 9.1% 12.6% not rated under FTSE Shariah
32 of 36 listed holdings carry our own per-methodology verdicts (96% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 30 (90% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
RMB Fund (RMBGX) 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 |
|---|---|---|
| GOOGAlphabet Inc | 11.21% | Questionable |
| MSFTMicrosoft Corp | 8.23% | Questionable |
| AMZNAmazon.com Inc | 6.56% | Questionable |
| NVDANVIDIA Corp | 6.19% | Compliant |
| AAPLApple Inc | 5.71% | Compliant |
| VVisa Inc | 3.71% | Compliant |
| AMEAMETEK Inc | 3.46% | Compliant |
| TJXTJX Cos Inc/The | 3.25% | Compliant |
| PANWPalo Alto Networks Inc | 3.24% | Compliant |
| LLYEli Lilly & Co | 3.11% | Compliant |
Top 10 of 36 holdings, 54.7% 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 RMBGX. 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 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
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) | 63.50 | NEUTRAL |
| Stochastic %K (14) | 96.04 | SELL |
| CCI (20) | 122.13 | SELL |
| Williams %R (14) | -3.96 | SELL |
| MACD (12,26,9) | 0.08 | BUY |
| ROC (10) | 1.49 | BUY |
| Momentum (10) | 0.60 | BUY |
| EMA (10) | 40.44 | BUY |
| SMA (10) | 40.37 | BUY |
| EMA (20) | 40.16 | BUY |
| SMA (20) | 40.00 | BUY |
| EMA (30) | 39.99 | BUY |
| SMA (30) | 39.82 | BUY |
| EMA (50) | 39.69 | BUY |
| SMA (50) | 39.88 | BUY |
| EMA (100) | 38.92 | BUY |
| SMA (100) | 39.03 | BUY |
| EMA (200) | 37.55 | BUY |
| SMA (200) | 37.21 | BUY |
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.