Verdicts genuinely change. Free email alert the moment RYFCX'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.
Financial Services Fund · Rydex Series Funds
159 holdings
NON-COMPLIANT 73.52% of portfolio weight is in non-compliant holdings, over the 5% threshold.
0.40% 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.
159 holdings, 138 matched (88% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
8.25% of this portfolio’s income is non-permissible — weighted across holdings, computed over 56% of portfolio weight (95 of 159 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.
14.4% compliant 0.0% questionable 73.5% non-compliant 11.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BRK.B BERKSHIRE HATHAWAY INC | NON_COMPLIANT | 3.28% | no in-house ratios for this holding |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 2.95% | no in-house ratios for this holding |
| V VISA INC | COMPLIANT | 2.60% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| MA MASTERCARD INC | COMPLIANT | 2.04% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 1.91% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 1.70% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 1.55% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| MS MORGAN STANLEY | NON_COMPLIANT | 1.51% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| C CITIGROUP INC | NON_COMPLIANT | 1.50% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| AXP AMERICAN EXPRESS COMPANY | NON_COMPLIANT | 1.34% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| WELL WELLTOWER INC | COMPLIANT | 1.28% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| SCHW CHARLES SCHWAB CORP (THE) | NON_COMPLIANT | 1.25% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| BX BLACKSTONE INC | NON_COMPLIANT | 1.16% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| IBKR INTERACTIVE BROKERS GROUP INC | NON_COMPLIANT | 1.15% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PGR PROGRESSIVE CORP (THE) | NON_COMPLIANT | 1.14% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 1.14% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| BLK BLACKROCK INC | NON_COMPLIANT | 1.13% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| SPGI S&P GLOBAL INC | COMPLIANT | 1.07% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| PLD PROLOGIS INC | COMPLIANT | 1.06% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| EQIX EQUINIX INC | COMPLIANT | 0.99% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| PNC PNC FINANCIAL SERVICES GROUP INC (THE) | NON_COMPLIANT | 0.99% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| US BANCORP | UNSCREENED | 0.97% | no in-house ratios for this holding |
| BNY BANK OF NEW YORK MELLON CORP (THE) | NON_COMPLIANT | 0.97% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| HOOD ROBINHOOD MARKETS INC | NON_COMPLIANT | 0.94% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic0.4% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| NU NU HOLDINGS LTD | NON_COMPLIANT | 0.88% | AAOIFI2.5% Usmani3.5% Dow Jones Islamic2.6% S&P Shariah2.8% MSCI Islamic3.5% MSCI Islamic M-Series2.8% FTSE Shariah3.5% |
| MRSH MARSH & MCLENNAN COMPANIES INC | NON_COMPLIANT | 0.87% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| ACGL ARCH CAPITAL GROUP LTD | NON_COMPLIANT | 0.86% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TRV TRAVELERS COMPANIES INC (THE) | NON_COMPLIANT | 0.84% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| WILLIS TOWERS WATSON PLC | UNSCREENED | 0.84% | no in-house ratios for this holding |
| SPG SIMON PROPERTY GROUP INC | NON_COMPLIANT | 0.83% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| MOODY'S CORP | UNSCREENED | 0.81% | no in-house ratios for this holding |
| AMT AMERICAN TOWER CORP | NON_COMPLIANT | 0.80% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CME CME GROUP INC | NON_COMPLIANT | 0.80% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ALL ALLSTATE CORP (THE) | NON_COMPLIANT | 0.79% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| DLR DIGITAL REALTY TRUST INC | COMPLIANT | 0.77% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KKR KKR & CO. INC | NON_COMPLIANT | 0.77% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ICE INTERCONTINENTAL EXCHANGE INC | NON_COMPLIANT | 0.77% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| AJG ARTHUR J. GALLAGHER & COMPANY | NON_COMPLIANT | 0.75% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.75% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| CHUBB LTD (SWITZERLAND) | UNSCREENED | 0.75% | no in-house ratios for this holding |
| AFL AFLAC INC | NON_COMPLIANT | 0.75% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| O REALTY INCOME CORP | NON_COMPLIANT | 0.74% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| AON AON PLC | NON_COMPLIANT | 0.72% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| FITB FIFTH THIRD BANCORP | NON_COMPLIANT | 0.71% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| HDFCBANK.NS HDFC BANK LTD | NON_COMPLIANT | 0.71% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RKT ROCKET COMPANIES INC | NON_COMPLIANT | 0.70% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| XP XP INC | NON_COMPLIANT | 0.69% | AAOIFI15.5% Usmani0.5% Dow Jones Islamic3.1% S&P Shariah2.9% MSCI Islamic0.5% MSCI Islamic M-Series2.9% FTSE Shariah0.5% |
| ICICIBANK.NS ICICI BANK LTD | NON_COMPLIANT | 0.69% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 0.68% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| XYZ BLOCK INC | NON_COMPLIANT | 0.68% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| STT STATE STREET CORP | NON_COMPLIANT | 0.66% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TD TORONTO DOMINION BANK (THE) | NON_COMPLIANT | 0.66% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VTR VENTAS INC | COMPLIANT | 0.65% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| BPOP POPULAR INC | NON_COMPLIANT | 0.65% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BNS.TO BANK OF NOVA SCOTIA (THE) | NON_COMPLIANT | 0.64% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MET METLIFE INC | NON_COMPLIANT | 0.64% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.64% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ITUB3.SA ITAU UNIBANCO HOLDING SA | NON_COMPLIANT | 0.64% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMP AMERIPRISE FINANCIAL INC | NON_COMPLIANT | 0.64% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| APO APOLLO GLOBAL MANAGEMENT INC | NON_COMPLIANT | 0.63% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| BN BROOKFIELD CORP | NON_COMPLIANT | 0.62% | AAOIFI15.8% Usmani2.8% Dow Jones Islamic14.1% S&P Shariah16.0% MSCI Islamic2.8% MSCI Islamic M-Series16.0% FTSE Shariah2.8% |
| PYPL PAYPAL HOLDINGS INC | NON_COMPLIANT | 0.62% | AAOIFI22.1% Usmani12.5% Dow Jones Islamic16.3% S&P Shariah16.0% MSCI Islamic12.5% MSCI Islamic M-Series16.0% FTSE Shariah11.7% |
| AIG AMERICAN INTERNATIONAL GROUP INC | NON_COMPLIANT | 0.60% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MSCI MSCI INC | COMPLIANT | 0.60% | AAOIFI15.7% Usmani116.8% Dow Jones Islamic15.3% S&P Shariah15.6% MSCI Islamic116.8% MSCI Islamic M-Series15.6% FTSE Shariah113.9% |
| PRU PRUDENTIAL FINANCIAL INC | NON_COMPLIANT | 0.60% | AAOIFI49.0% Usmani2.6% Dow Jones Islamic56.4% S&P Shariah57.7% MSCI Islamic2.6% MSCI Islamic M-Series57.7% FTSE Shariah2.6% |
| HIG HARTFORD INSURANCE GROUP INC (THE) | NON_COMPLIANT | 0.60% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| HBAN HUNTINGTON BANCSHARES INC | NON_COMPLIANT | 0.59% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| STONECO LTD | UNSCREENED | 0.59% | no in-house ratios for this holding |
| NDAQ NASDAQ INC | NON_COMPLIANT | 0.59% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| MTB M&T BANK CORP | NON_COMPLIANT | 0.58% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| IRON MOUNTAIN INC (REIT) | UNSCREENED | 0.58% | no in-house ratios for this holding |
| COIN COINBASE GLOBAL INC | NON_COMPLIANT | 0.57% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.54% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| CINF CINCINNATI FINANCIAL CORP | NON_COMPLIANT | 0.54% | AAOIFI3.0% Usmani1.8% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic1.8% MSCI Islamic M-Series3.7% FTSE Shariah1.8% |
| AFRM AFFIRM HOLDINGS INC | NON_COMPLIANT | 0.54% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EXR EXTRA SPACE STORAGE INC | 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% |
| CFG CITIZENS FINANCIAL GROUP INC | NON_COMPLIANT | 0.53% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| ARES ARES MANAGEMENT CORP | NON_COMPLIANT | 0.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CCI CROWN CASTLE INC | NON_COMPLIANT | 0.51% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VICI VICI PROPERTIES INC | NON_COMPLIANT | 0.51% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| AVB AVALONBAY COMMUNITIES INC | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamic— S&P Shariah— MSCI Islamicfail MSCI Islamic M-Series— FTSE Shariahfail |
| RF REGIONS FINANCIAL CORP | NON_COMPLIANT | 0.50% | AAOIFI29.4% Usmani4.7% Dow Jones Islamic35.1% S&P Shariah38.7% MSCI Islamic4.7% MSCI Islamic M-Series38.7% FTSE Shariah4.7% |
| RJF RAYMOND JAMES FINANCIAL INC | NON_COMPLIANT | 0.50% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| SYF SYNCHRONY FINANCIAL | NON_COMPLIANT | 0.50% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| EQUITY RESIDENTIAL | UNSCREENED | 0.50% | no in-house ratios for this holding |
| KEY KEYCORP | NON_COMPLIANT | 0.49% | AAOIFI47.1% Usmani5.7% Dow Jones Islamic56.9% S&P Shariah65.9% MSCI Islamic5.7% MSCI Islamic M-Series65.9% FTSE Shariah5.7% |
| TROW T. ROWE PRICE GROUP INC | NON_COMPLIANT | 0.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SOFI SOFI TECHNOLOGIES INC | NON_COMPLIANT | 0.48% | AAOIFI14.6% Usmani5.5% Dow Jones Islamic15.6% S&P Shariah19.9% MSCI Islamic5.5% MSCI Islamic M-Series19.9% FTSE Shariah5.5% |
| PFG PRINCIPAL FINANCIAL GROUP INC | NON_COMPLIANT | 0.46% | AAOIFI16.6% Usmani1.2% Dow Jones Islamic21.5% S&P Shariah22.7% MSCI Islamic1.2% MSCI Islamic M-Series22.7% FTSE Shariah1.2% |
| FISV FISERV INC | NON_COMPLIANT | 0.46% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 0.46% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| LPLA LPL FINANCIAL HOLDINGS INC | NON_COMPLIANT | 0.46% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| TW TRADEWEB MARKETS INC | COMPLIANT | 0.46% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CBOE CBOE GLOBAL MARKETS INC | NON_COMPLIANT | 0.44% | AAOIFI4.9% Usmani14.9% Dow Jones Islamic6.2% S&P Shariah6.8% MSCI Islamic14.9% MSCI Islamic M-Series6.8% FTSE Shariah13.6% |
| FIS FIDELITY NATIONAL INFORMATION SERVICES INC | NON_COMPLIANT | 0.44% | AAOIFI78.8% Usmani38.6% Dow Jones Islamic50.4% S&P Shariah49.4% MSCI Islamic38.6% MSCI Islamic M-Series49.4% FTSE Shariah38.4% |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 0.44% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| WRB W. R. BERKLEY CORP | NON_COMPLIANT | 0.44% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CPAY CORPAY INC | NON_COMPLIANT | 0.43% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| INVH INVITATION HOMES INC | NON_COMPLIANT | 0.42% | AAOIFI52.4% Usmani46.2% Dow Jones Islamic47.8% S&P Shariah46.8% MSCI Islamic46.2% MSCI Islamic M-Series46.8% FTSE Shariah46.2% |
| EWBC EAST WEST BANCORP INC | NON_COMPLIANT | 0.41% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| WY WEYERHAEUSER COMPANY | NON_COMPLIANT | 0.40% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
| BAM BROOKFIELD ASSET MANAGEMENT LTD | NON_COMPLIANT | 0.40% | AAOIFI5.6% Usmani20.3% Dow Jones Islamic4.9% S&P Shariah5.5% MSCI Islamic20.3% MSCI Islamic M-Series5.5% FTSE Shariah20.3% |
| TOST TOAST INC | COMPLIANT | 0.40% | AAOIFI0.1% Usmani0.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.5% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| DREYFUS TREASURY OBLIGATIONS CASH MANAGEMENT | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| FIRST CITIZENS BANCSHARES INC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| SBAC SBA COMMUNICATIONS CORP | NON_COMPLIANT | 0.40% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | NON_COMPLIANT | 0.39% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ANNALY CAPITAL MANAGEMENT INC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| PNFP PINNACLE FINANCIAL PARTNERS INC | NON_COMPLIANT | 0.39% | AAOIFI16.1% Usmani1.9% Dow Jones Islamic27.2% S&P Shariah30.6% MSCI Islamic1.9% MSCI Islamic M-Series30.6% FTSE Shariah1.9% |
| LAMAR ADVERTISING COMPANY | UNSCREENED | 0.39% | no in-house ratios for this holding |
| DOC HEALTHPEAK PROPERTIES INC | NON_COMPLIANT | 0.38% | AAOIFI67.5% Usmani46.3% Dow Jones Islamic80.6% S&P Shariah86.7% MSCI Islamic46.3% MSCI Islamic M-Series86.7% FTSE Shariah46.3% |
| HST HOST HOTELS & RESORTS INC | NON_COMPLIANT | 0.38% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| REG REGENCY CENTERS CORP | NON_COMPLIANT | 0.37% | AAOIFI36.3% Usmani38.4% Dow Jones Islamic38.6% S&P Shariah41.4% MSCI Islamic38.4% MSCI Islamic M-Series41.4% FTSE Shariah38.4% |
| SUI SUN COMMUNITIES INC | COMPLIANT | 0.36% | AAOIFI50.8% Usmani59.8% Dow Jones Islamic48.7% S&P Shariah50.2% MSCI Islamic59.8% MSCI Islamic M-Series50.2% FTSE Shariah59.8% |
| TPG TPG INC | NON_COMPLIANT | 0.36% | AAOIFI11.6% Usmani16.7% Dow Jones Islamic11.8% S&P Shariah13.1% MSCI Islamic16.7% MSCI Islamic M-Series13.1% FTSE Shariah16.7% |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.36% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| UDR UDR INC | NON_COMPLIANT | 0.35% | AAOIFI41.8% Usmani54.8% Dow Jones Islamic45.2% S&P Shariah46.9% MSCI Islamic54.8% MSCI Islamic M-Series46.9% FTSE Shariah54.8% |
| AGNC INVESTMENT CORP | UNSCREENED | 0.35% | no in-house ratios for this holding |
| ARES CAPITAL CORP | UNSCREENED | 0.35% | no in-house ratios for this holding |
| EQH EQUITABLE HOLDINGS INC | NON_COMPLIANT | 0.34% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| ELS EQUITY LIFESTYLE PROPERTIES INC | COMPLIANT | 0.34% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| FHN FIRST HORIZON CORP | NON_COMPLIANT | 0.34% | AAOIFI187.6% Usmani26.2% Dow Jones Islamic208.5% S&P Shariah233.7% MSCI Islamic26.2% MSCI Islamic M-Series233.7% FTSE Shariah26.2% |
| OWL BLUE OWL CAPITAL INC | NON_COMPLIANT | 0.33% | AAOIFI21.8% Usmani30.9% Dow Jones Islamic16.0% S&P Shariah16.4% MSCI Islamic30.9% MSCI Islamic M-Series16.4% FTSE Shariah30.9% |
| GLPI GAMING AND LEISURE PROPERTIES INC | NON_COMPLIANT | 0.33% | AAOIFI66.7% Usmani57.1% Dow Jones Islamic65.1% S&P Shariah68.3% MSCI Islamic57.1% MSCI Islamic M-Series68.3% FTSE Shariah57.1% |
| WTFC WINTRUST FINANCIAL CORP | NON_COMPLIANT | 0.32% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JKHY JACK HENRY & ASSOCIATES INC | COMPLIANT | 0.32% | AAOIFI1.1% Usmani4.1% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic4.1% MSCI Islamic M-Series1.1% FTSE Shariah2.9% |
| BEN FRANKLIN RESOURCES INC | NON_COMPLIANT | 0.32% | AAOIFI14.1% Usmani6.6% Dow Jones Islamic19.8% S&P Shariah20.3% MSCI Islamic6.6% MSCI Islamic M-Series20.3% FTSE Shariah6.6% |
| IVZ INVESCO LTD | NON_COMPLIANT | 0.32% | AAOIFI11.4% Usmani5.9% Dow Jones Islamic17.2% S&P Shariah19.4% MSCI Islamic5.9% MSCI Islamic M-Series19.4% FTSE Shariah5.9% |
| ZIONS BANCORP NA | UNSCREENED | 0.31% | no in-house ratios for this holding |
| UMBF UMB FINANCIAL CORP | NON_COMPLIANT | 0.31% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| CARLYLE GROUP INC (THE) | UNSCREENED | 0.31% | no in-house ratios for this holding |
| SEIC SEI INVESTMENTS COMPANY | NON_COMPLIANT | 0.30% | AAOIFI0.2% Usmani1.1% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| COLB COLUMBIA BANKING SYSTEM INC | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OLD NATIONAL BANCORP | UNSCREENED | 0.30% | no in-house ratios for this holding |
| COMMERCE BANCSHARES INC (MO) | UNSCREENED | 0.28% | no in-house ratios for this holding |
| GLXY GALAXY DIGITAL INC | NON_COMPLIANT | 0.28% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| J.P. MORGAN SECURITIES LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UNSCREENED | 0.27% | no in-house ratios for this holding |
| OSCR OSCAR HEALTH INC | NON_COMPLIANT | 0.27% | AAOIFI4.3% Usmani3.8% Dow Jones Islamic8.0% S&P Shariah8.8% MSCI Islamic3.8% MSCI Islamic M-Series8.8% FTSE Shariah3.8% |
| CRBG COREBRIDGE FINANCIAL INC | NON_COMPLIANT | 0.26% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| VLY VALLEY NATIONAL BANCORP | NON_COMPLIANT | 0.26% | AAOIFI41.6% Usmani5.0% Dow Jones Islamic57.4% S&P Shariah64.9% MSCI Islamic5.0% MSCI Islamic M-Series64.9% FTSE Shariah5.0% |
| HWC HANCOCK WHITNEY CORP | NON_COMPLIANT | 0.24% | AAOIFI81.9% Usmani13.7% Dow Jones Islamic99.7% S&P Shariah110.5% MSCI Islamic13.7% MSCI Islamic M-Series110.5% FTSE Shariah13.7% |
| JEF JEFFERIES FINANCIAL GROUP INC | NON_COMPLIANT | 0.24% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| SIGI SELECTIVE INSURANCE GROUP INC | NON_COMPLIANT | 0.24% | AAOIFI9.2% Usmani3.3% Dow Jones Islamic9.9% S&P Shariah9.5% MSCI Islamic3.3% MSCI Islamic M-Series9.5% FTSE Shariah3.3% |
| OZK BANK OZK | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FDS FACTSET RESEARCH SYSTEMS INC | COMPLIANT | 0.23% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| SLM CORP (SALLIE MAE) | UNSCREENED | 0.22% | no in-house ratios for this holding |
| RELY REMITLY GLOBAL INC | COMPLIANT | 0.21% | AAOIFI0.7% Usmani2.4% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic2.4% MSCI Islamic M-Series1.0% FTSE Shariah0.2% |
| HLNE HAMILTON LANE INC | NON_COMPLIANT | 0.20% | AAOIFI5.8% Usmani10.8% Dow Jones Islamic3.9% S&P Shariah4.0% MSCI Islamic10.8% MSCI Islamic M-Series4.0% FTSE Shariah10.8% |
| MKTX MARKETAXESS HOLDINGS INC | COMPLIANT | 0.19% | AAOIFI2.0% Usmani4.8% Dow Jones Islamic1.6% S&P Shariah1.6% MSCI Islamic4.8% MSCI Islamic M-Series1.6% FTSE Shariah4.8% |
| BHF BRIGHTHOUSE FINANCIAL INC | NON_COMPLIANT | 0.19% | AAOIFI102.4% Usmani1.3% Dow Jones Islamic97.4% S&P Shariah99.3% MSCI Islamic1.3% MSCI Islamic M-Series99.3% FTSE Shariah1.3% |
| UPST UPSTART HOLDINGS INC | NON_COMPLIANT | 0.18% | AAOIFI73.9% Usmani63.2% Dow Jones Islamic43.7% S&P Shariah51.6% MSCI Islamic63.2% MSCI Islamic M-Series51.6% FTSE Shariah63.2% |
| FOUR SHIFT4 PAYMENTS INC | NON_COMPLIANT | 0.17% | AAOIFI125.9% Usmani52.5% Dow Jones Islamic74.0% S&P Shariah77.0% MSCI Islamic52.5% MSCI Islamic M-Series77.0% FTSE Shariah51.9% |
| EEFT EURONET WORLDWIDE INC | NON_COMPLIANT | 0.16% | AAOIFI101.6% Usmani43.2% Dow Jones Islamic75.9% S&P Shariah70.3% MSCI Islamic43.2% MSCI Islamic M-Series70.3% FTSE Shariah40.9% |
| BULL WEBULL CORP | NON_COMPLIANT | 0.15% | AAOIFI0.3% Usmani0.3% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.3% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| ERIE ERIE INDEMNITY COMPANY | NON_COMPLIANT | 0.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MORN MORNINGSTAR INC | COMPLIANT | 0.09% | AAOIFI25.6% Usmani48.7% Dow Jones Islamic18.5% S&P Shariah17.7% MSCI Islamic48.7% MSCI Islamic M-Series17.7% FTSE Shariah43.9% |
| DAVE INC | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SEZL SEZZLE INC | COMPLIANT | 0.08% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
The published standards disagree about this fund by 18 points of portfolio weight — 25.0% of it passes AAOIFI, 7.5% passes Usmani. 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 25.0% ratios fail on 51.3% 23.5% not rated under AAOIFI
ratios pass on 7.5% ratios fail on 48.1% 44.3% not rated under Usmani
ratios pass on 22.1% ratios fail on 53.3% 24.5% not rated under Dow Jones Islamic
ratios pass on 22.7% ratios fail on 52.0% 25.1% not rated under S&P Shariah
ratios pass on 15.6% ratios fail on 48.4% 35.9% not rated under MSCI Islamic
ratios pass on 22.1% ratios fail on 53.3% 24.5% not rated under MSCI Islamic M-Series
ratios pass on 17.2% ratios fail on 46.7% 35.9% not rated under FTSE Shariah
136 of 159 listed holdings carry our own per-methodology verdicts (84% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 121 (75% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B BERKSHIRE HATHAWAY INC | 3.28% |
| BAC BANK OF AMERICA CORP | 1.91% |
| GS GOLDMAN SACHS GROUP INC (THE) | 1.70% |
| WFC WELLS FARGO & COMPANY | 1.55% |
| MS MORGAN STANLEY | 1.51% |
| C CITIGROUP INC | 1.50% |
| AXP AMERICAN EXPRESS COMPANY | 1.34% |
| SCHW CHARLES SCHWAB CORP (THE) | 1.25% |
| BX BLACKSTONE INC | 1.16% |
| IBKR INTERACTIVE BROKERS GROUP INC | 1.15% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Financial Services Fund (RYFCX) 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 |
|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC | 3.28% | Non-compliant |
| JP MORGAN CHASE & COMPANYnot matched to a ticker | 2.95% | Not screened |
| VVISA INC | 2.60% | Compliant |
| MAMASTERCARD INC | 2.04% | Compliant |
| BACBANK OF AMERICA CORP | 1.91% | Non-compliant |
| GSGOLDMAN SACHS GROUP INC (THE) | 1.70% | Non-compliant |
| WFCWELLS FARGO & COMPANY | 1.55% | Non-compliant |
| MSMORGAN STANLEY | 1.51% | Non-compliant |
| CCITIGROUP INC | 1.50% | Non-compliant |
| AXPAMERICAN EXPRESS COMPANY | 1.34% | Non-compliant |
Top 10 of 159 holdings, 20.4% 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 RYFCX. 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) | 46.00 | NEUTRAL |
| Stochastic %K (14) | 79.59 | NEUTRAL |
| CCI (20) | 4.80 | NEUTRAL |
| Williams %R (14) | -20.41 | NEUTRAL |
| MACD (12,26,9) | 0.15 | BUY |
| ROC (10) | 0.20 | BUY |
| Momentum (10) | 0.15 | BUY |
| EMA (10) | 74.54 | BUY |
| SMA (10) | 74.06 | BUY |
| EMA (20) | 75.27 | SELL |
| SMA (20) | 75.15 | BUY |
| EMA (30) | 75.93 | SELL |
| SMA (30) | 76.47 | SELL |
| EMA (50) | 76.55 | SELL |
| SMA (50) | 77.86 | SELL |
| EMA (100) | 76.37 | SELL |
| SMA (100) | 76.75 | SELL |
| EMA (200) | 75.20 | BUY |
| SMA (200) | 74.83 | 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.