Verdicts genuinely change. Free email alert the moment SHLMX'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.
Virtus Stone Harbor Local Markets Fund · Virtus Opportunities Trust
76 holdings
UNVERIFIED None of this fund's 76 holdings are companies in our screened equity universe. Our look-through screens equities, so it does not apply to a fund holding bonds, sukuk or other instruments — this is not a gap in our data about the fund.
Largest holdings: BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL, BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL, MALAYSIA, FEDERATION OF, UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO, UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO.
76 holdings, 0 matched (0% of weight). Portfolio as of 2026-05-29, filed 2026-07-30. 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.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 5.81% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 5.52% | no in-house ratios for this holding |
| MALAYSIA, FEDERATION OF | UNSCREENED | 3.57% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 3.42% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 3.40% | no in-house ratios for this holding |
| MALAYSIA, FEDERATION OF | UNSCREENED | 3.28% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 3.08% | no in-house ratios for this holding |
| CZECH, REPUBLIC - MINISTRY OF FINANCE | UNSCREENED | 2.93% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 2.93% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 2.82% | no in-house ratios for this holding |
| MALAYSIA, FEDERATION OF | UNSCREENED | 2.80% | no in-house ratios for this holding |
| THAILAND, KINGDOM OF - MINISTRY OF FINANCE | UNSCREENED | 2.56% | no in-house ratios for this holding |
| INTER-AMERICAN DEVELOPMENT BANK | UNSCREENED | 2.50% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 2.36% | no in-house ratios for this holding |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 2.23% | no in-house ratios for this holding |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 2.22% | no in-house ratios for this holding |
| INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT (WORLD BANK) | UNSCREENED | 2.18% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 2.12% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 2.09% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 1.97% | no in-house ratios for this holding |
| BOGOTA, DISTRITO CAPITAL | UNSCREENED | 1.93% | no in-house ratios for this holding |
| THAILAND, KINGDOM OF - MINISTRY OF FINANCE | UNSCREENED | 1.86% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 1.82% | no in-house ratios for this holding |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 1.76% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.71% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.69% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 1.59% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.56% | no in-house ratios for this holding |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 1.31% | no in-house ratios for this holding |
| INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT (WORLD BANK) | UNSCREENED | 1.29% | no in-house ratios for this holding |
| CHINA, PEOPLE'S REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.26% | no in-house ratios for this holding |
| INDIA, GOVERNMENT OF | UNSCREENED | 1.20% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.20% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 1.13% | no in-house ratios for this holding |
| INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT (WORLD BANK) | UNSCREENED | 1.04% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 1.02% | no in-house ratios for this holding |
| CHINA, PEOPLE'S REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.98% | no in-house ratios for this holding |
| CHINA, PEOPLE'S REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.93% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.89% | no in-house ratios for this holding |
| INTER-AMERICAN DEVELOPMENT BANK | UNSCREENED | 0.88% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.86% | no in-house ratios for this holding |
| CZECH, REPUBLIC - MINISTRY OF FINANCE | UNSCREENED | 0.79% | no in-house ratios for this holding |
| CHINA, PEOPLE'S REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.66% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.64% | no in-house ratios for this holding |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.64% | no in-house ratios for this holding |
| CENTRAL BANK OF NIGERIA | UNSCREENED | 0.54% | no in-house ratios for this holding |
| PARAGUAY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.53% | no in-house ratios for this holding |
| CENTRAL BANK OF NIGERIA | UNSCREENED | 0.53% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.41% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.33% | no in-house ratios for this holding |
| THAILAND, KINGDOM OF - MINISTRY OF FINANCE | UNSCREENED | 0.22% | no in-house ratios for this holding |
| MALAYSIA, FEDERATION OF | UNSCREENED | 0.21% | no in-house ratios for this holding |
| INDIA, GOVERNMENT OF | UNSCREENED | 0.18% | no in-house ratios for this holding |
| URUGUAY, REPUBLICA ORIENTAL DEL - MINISTERIO DE ECONOMIA Y FINANZAS | UNSCREENED | 0.17% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GOLDMAN SACHS & CO. LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JPMorgan Chase Bank, National Association | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS INC. | UNSCREENED | 0.00% | no in-house ratios for this holding |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
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 |
|---|---|---|
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONALnot matched to a ticker | 5.81% | Not screened |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONALnot matched to a ticker | 5.52% | Not screened |
| MALAYSIA, FEDERATION OFnot matched to a ticker | 3.57% | Not screened |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICOnot matched to a ticker | 3.42% | Not screened |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICOnot matched to a ticker | 3.40% | Not screened |
| MALAYSIA, FEDERATION OFnot matched to a ticker | 3.28% | Not screened |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURYnot matched to a ticker | 3.08% | Not screened |
| CZECH, REPUBLIC - MINISTRY OF FINANCEnot matched to a ticker | 2.93% | Not screened |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCEnot matched to a ticker | 2.93% | Not screened |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICOnot matched to a ticker | 2.82% | Not screened |
Top 10 of 76 holdings, 36.7% 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 SHLMX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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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) | 49.00 | NEUTRAL |
| Stochastic %K (14) | 93.75 | SELL |
| CCI (20) | 46.65 | NEUTRAL |
| Williams %R (14) | -6.25 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.47 | BUY |
| Momentum (10) | 0.04 | BUY |
| EMA (10) | 8.64 | BUY |
| SMA (10) | 8.65 | BUY |
| EMA (20) | 8.65 | BUY |
| SMA (20) | 8.62 | BUY |
| EMA (30) | 8.66 | SELL |
| SMA (30) | 8.66 | SELL |
| EMA (50) | 8.68 | SELL |
| SMA (50) | 8.72 | SELL |
| EMA (100) | 8.67 | SELL |
| SMA (100) | 8.69 | SELL |
| EMA (200) | 8.63 | BUY |
| SMA (200) | 8.65 | SELL |
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.