SGIGXETF / FundSteward Global Equity Income Fund
Verdicts genuinely change. Free email alert the moment SGIGX'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.
Steward Global Equity Income Fund · Steward Funds Inc
66 holdings
NON-COMPLIANT 45.63% of portfolio weight is in non-compliant holdings, over the 5% threshold.
66 holdings, 59 matched (92% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
1.61% of this portfolio’s income is non-permissible — weighted across holdings, computed over 75% of portfolio weight (50 of 66 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.
46.0% compliant 0.0% questionable 45.6% non-compliant 8.3% unscreened
All holdings (66)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | COMPLIANT | 4.36% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| AVGO BROADCOM INC | COMPLIANT | 3.31% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| DELL DELL TECHNOLOGIES INC | COMPLIANT | 3.28% | AAOIFI10.2% Usmani27.7% Dow Jones Islamic30.9% S&P Shariah36.3% MSCI Islamic27.7% MSCI Islamic M-Series36.3% FTSE Shariah27.1% |
| HPE HEWLETT PACKARD ENTERPRISE COMPANY | NON_COMPLIANT | 2.91% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| LLOY.L LLOYDS BANKING GROUP PLC | NON_COMPLIANT | 2.60% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BBVA.MC BANCO BILBAO VIZCAYA ARGENTARIA SA | NON_COMPLIANT | 2.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CSCO CISCO SYSTEMS INC | COMPLIANT | 2.37% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 2.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ADI ANALOG DEVICES INC | COMPLIANT | 2.22% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| SU SUNCOR ENERGY INC | COMPLIANT | 2.05% | AAOIFI13.4% Usmani21.2% Dow Jones Islamic19.8% S&P Shariah21.8% MSCI Islamic16.1% MSCI Islamic M-Series21.8% FTSE Shariah16.1% |
| ZTO ZTO EXPRESS (CAYMAN) INC | COMPLIANT | 1.98% | AAOIFI9.0% Usmani12.6% Dow Jones Islamic10.4% S&P Shariah10.5% MSCI Islamic12.6% MSCI Islamic M-Series10.5% FTSE Shariah12.1% |
| NTAP NETAPP INC | COMPLIANT | 1.93% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| JCI JOHNSON CONTROLS INTERNATIONAL PLC | COMPLIANT | 1.89% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| CNQ CANADIAN NATURAL RESOURCES LTD | COMPLIANT | 1.86% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GILD GILEAD SCIENCES INC | COMPLIANT | 1.79% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| 0YYA.DU JOYY INC | NON_COMPLIANT | 1.78% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CI CIGNA GROUP (THE) | NON_COMPLIANT | 1.76% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| MCD MCDONALD'S CORP | NON_COMPLIANT | 1.75% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| KOFUBL.MX COCA-COLA FEMSA SAB DE CV | COMPLIANT | 1.75% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SKT TANGER INC | NON_COMPLIANT | 1.68% | AAOIFI43.4% Usmani65.1% Dow Jones Islamic49.7% S&P Shariah55.2% MSCI Islamic65.1% MSCI Islamic M-Series55.2% FTSE Shariah65.1% |
| GAP GAP INC (THE) | NON_COMPLIANT | 1.60% | AAOIFI72.6% Usmani44.5% Dow Jones Islamic69.2% S&P Shariah73.2% MSCI Islamic44.5% MSCI Islamic M-Series73.2% FTSE Shariah11.6% |
| OMC OMNICOM GROUP INC | NON_COMPLIANT | 1.59% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| US BANCORP | UNSCREENED | 1.58% | no in-house ratios for this holding |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | NON_COMPLIANT | 1.57% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| SLF.TO SUN LIFE FINANCIAL INC | NON_COMPLIANT | 1.53% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NWG.L NATWEST GROUP PLC | NON_COMPLIANT | 1.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CNI CANADIAN NATIONAL RAILWAY COMPANY | COMPLIANT | 1.50% | AAOIFI22.7% Usmani38.5% Dow Jones Islamic25.4% S&P Shariah24.2% MSCI Islamic38.5% MSCI Islamic M-Series24.2% FTSE Shariah37.8% |
| SYY SYSCO CORP | NON_COMPLIANT | 1.49% | AAOIFI38.2% Usmani54.1% Dow Jones Islamic41.2% S&P Shariah41.9% MSCI Islamic52.7% MSCI Islamic M-Series41.9% FTSE Shariah47.6% |
| SNA SNAP-ON INC | NON_COMPLIANT | 1.47% | AAOIFI6.5% Usmani15.0% Dow Jones Islamic7.3% S&P Shariah7.9% MSCI Islamic14.9% MSCI Islamic M-Series7.9% FTSE Shariah13.7% |
| RF REGIONS FINANCIAL CORP | NON_COMPLIANT | 1.46% | AAOIFI29.4% Usmani4.7% Dow Jones Islamic35.1% S&P Shariah38.7% MSCI Islamic4.7% MSCI Islamic M-Series38.7% FTSE Shariah4.7% |
| LOGN.SW LOGITECH INTERNATIONAL SA | COMPLIANT | 1.45% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| YUMC YUM CHINA HOLDINGS INC | NON_COMPLIANT | 1.45% | AAOIFI14.8% Usmani21.2% Dow Jones Islamic13.5% S&P Shariah14.0% MSCI Islamic20.7% MSCI Islamic M-Series14.0% FTSE Shariah0.6% |
| TEL TE CONNECTIVITY PLC | COMPLIANT | 1.45% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| MFC.TO MANULIFE FINANCIAL CORP | NON_COMPLIANT | 1.38% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TRAVEL PLUS LEISURE COMPANY | UNSCREENED | 1.36% | no in-house ratios for this holding |
| SLB LTD | UNSCREENED | 1.34% | no in-house ratios for this holding |
| TIM SA (BRAZIL) | UNSCREENED | 1.34% | no in-house ratios for this holding |
| NTES NETEASE INC | NON_COMPLIANT | 1.34% | AAOIFI0.9% Usmani0.3% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.3% MSCI Islamic M-Series0.0% FTSE Shariah0.2% |
| ABT ABBOTT LABORATORIES | COMPLIANT | 1.28% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| VZ VERIZON COMMUNICATIONS INC | NON_COMPLIANT | 1.28% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| PAYX PAYCHEX INC | COMPLIANT | 1.25% | AAOIFI13.2% Usmani29.6% Dow Jones Islamic10.7% S&P Shariah11.0% MSCI Islamic29.6% MSCI Islamic M-Series11.0% FTSE Shariah29.1% |
| B BARRICK MINING CORP | COMPLIANT | 1.25% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CDW CDW CORP | NON_COMPLIANT | 1.24% | AAOIFI31.3% Usmani34.6% Dow Jones Islamic29.1% S&P Shariah25.6% MSCI Islamic34.6% MSCI Islamic M-Series25.6% FTSE Shariah33.7% |
| NXPI NXP SEMICONDUCTORS NV | COMPLIANT | 1.22% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| QCOM QUALCOMM INC | COMPLIANT | 1.22% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 1.18% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| OGS ONE GAS INC | NON_COMPLIANT | 1.18% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| OLED UNIVERSAL DISPLAY CORP | NON_COMPLIANT | 1.18% | AAOIFI0.6% Usmani2.0% Dow Jones Islamic0.4% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| UGI CORP | UNSCREENED | 1.15% | no in-house ratios for this holding |
| HPQ HP INC | NON_COMPLIANT | 1.09% | AAOIFI36.8% Usmani22.6% Dow Jones Islamic42.8% S&P Shariah41.1% MSCI Islamic22.6% MSCI Islamic M-Series41.1% FTSE Shariah20.0% |
| GD GENERAL DYNAMICS CORP | NON_COMPLIANT | 1.08% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| BNS.TO BANK OF NOVA SCOTIA (THE) | NON_COMPLIANT | 1.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| INFY INFOSYS LTD | COMPLIANT | 1.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| COMPANHIA ENERGETICA DE MINAS GERAIS SA | UNSCREENED | 1.04% | no in-house ratios for this holding |
| HD HOME DEPOT INC (THE) | COMPLIANT | 0.97% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.89% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| BR BROADRIDGE FINANCIAL SOLUTIONS INC | COMPLIANT | 0.83% | AAOIFI17.8% Usmani39.3% Dow Jones Islamic14.8% S&P Shariah15.1% MSCI Islamic39.3% MSCI Islamic M-Series15.1% FTSE Shariah36.4% |
| DOX AMDOCS LTD | COMPLIANT | 0.81% | AAOIFI12.6% Usmani12.4% Dow Jones Islamic9.2% S&P Shariah8.9% MSCI Islamic12.4% MSCI Islamic M-Series8.9% FTSE Shariah10.1% |
| MDT MEDTRONIC PLC | COMPLIANT | 0.78% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| APD AIR PRODUCTS AND CHEMICALS INC | COMPLIANT | 0.76% | AAOIFI0.9% Usmani1.5% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.3% |
| RYN RAYONIER INC | NON_COMPLIANT | 0.75% | AAOIFI34.1% Usmani27.1% Dow Jones Islamic48.4% S&P Shariah51.1% MSCI Islamic26.9% MSCI Islamic M-Series51.1% FTSE Shariah26.6% |
| ACN ACCENTURE PLC | COMPLIANT | 0.70% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | COMPLIANT | 0.61% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.52% | AAOIFI116.3% Usmani35.1% Dow Jones Islamic144.7% S&P Shariah134.9% MSCI Islamic35.1% MSCI Islamic M-Series134.9% FTSE Shariah35.1% |
| NORTHERN INSTITUTIONAL FUNDS | UNSCREENED | 0.51% | no in-house ratios for this holding |
| GIS GENERAL MILLS INC | NON_COMPLIANT | 0.41% | AAOIFI81.9% Usmani45.8% Dow Jones Islamic55.0% S&P Shariah49.4% MSCI Islamic45.8% MSCI Islamic M-Series49.4% FTSE Shariah44.5% |
The published standards disagree about this fund by 14 points of portfolio weight — 51.6% of it passes AAOIFI, 37.5% 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 51.6% ratios fail on 34.2% 14.1% not rated under AAOIFI
ratios pass on 44.3% ratios fail on 41.5% 14.1% not rated under Usmani
ratios pass on 48.8% ratios fail on 35.8% 15.3% not rated under Dow Jones Islamic
ratios pass on 46.8% ratios fail on 37.8% 15.3% not rated under S&P Shariah
ratios pass on 37.5% ratios fail on 47.1% 15.3% not rated under MSCI Islamic
ratios pass on 46.8% ratios fail on 37.8% 15.3% not rated under MSCI Islamic M-Series
ratios pass on 44.7% ratios fail on 39.9% 15.3% not rated under FTSE Shariah
59 of 66 listed holdings carry our own per-methodology verdicts (92% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 47 (71% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| HPE HEWLETT PACKARD ENTERPRISE COMPANY | 2.91% |
| LLOY.L LLOYDS BANKING GROUP PLC | 2.60% |
| BBVA.MC BANCO BILBAO VIZCAYA ARGENTARIA SA | 2.52% |
| HSBA.L HSBC HOLDINGS PLC | 2.35% |
| 0YYA.DU JOYY INC | 1.78% |
| CI CIGNA GROUP (THE) | 1.76% |
| MCD MCDONALD'S CORP | 1.75% |
| SKT TANGER INC | 1.68% |
| GAP GAP INC (THE) | 1.60% |
| OMC OMNICOM GROUP INC | 1.59% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Steward Global Equity Income Fund (SGIGX) 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.
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 |
|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | 4.36% | Compliant |
| AVGOBROADCOM INC | 3.31% | Compliant |
| DELLDELL TECHNOLOGIES INC | 3.28% | Compliant |
| HPEHEWLETT PACKARD ENTERPRISE COMPANY | 2.91% | Non-compliant |
| LLOY.LLLOYDS BANKING GROUP PLC | 2.60% | Non-compliant |
| BBVA.MCBANCO BILBAO VIZCAYA ARGENTARIA SA | 2.52% | Non-compliant |
| CSCOCISCO SYSTEMS INC | 2.37% | Compliant |
| HSBA.LHSBC HOLDINGS PLC | 2.35% | Non-compliant |
| ADIANALOG DEVICES INC | 2.22% | Compliant |
| SUSUNCOR ENERGY INC | 2.05% | Compliant |
Top 10 of 66 holdings, 28.0% 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.
- HPEnon-compliant2.91%
- LLOY.Lnon-compliant2.60%
- BBVA.MCnon-compliant2.52%
- HSBA.Lnon-compliant2.35%
- 0YYA.DUnon-compliant1.78%
- CInon-compliant1.76%
What changed, and when
Verdict history for SGIGX. 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 SGIGX 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 6 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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 58.40 | NEUTRAL |
| Stochastic %K (14) | 95.40 | SELL |
| CCI (20) | 105.64 | SELL |
| Williams %R (14) | -4.60 | SELL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 2.13 | BUY |
| Momentum (10) | 0.83 | BUY |
| EMA (10) | 39.63 | BUY |
| SMA (10) | 39.61 | BUY |
| EMA (20) | 39.47 | BUY |
| SMA (20) | 39.44 | BUY |
| EMA (30) | 39.36 | BUY |
| SMA (30) | 39.23 | BUY |
| EMA (50) | 39.17 | BUY |
| SMA (50) | 39.21 | BUY |
| EMA (100) | 38.55 | BUY |
| SMA (100) | 38.68 | BUY |
| EMA (200) | 37.12 | BUY |
| SMA (200) | 37.04 | BUY |
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.