Verdicts genuinely change. Free email alert the moment SHMDX'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 Emerging Markets Debt Income Fund · Virtus Opportunities Trust
334 holdings
UNVERIFIED None of this fund's 334 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: Virtus Opportunities Trust, ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTO, PETROLEOS DE VENEZUELA SA, OMAN, GOVERNMENT OF THE SULTANATE OF, POINSETTIA FINANCE LTD SARL.
334 holdings, 22 matched (2% of weight). Portfolio as of 2026-05-29, filed 2026-07-30. Source: SEC Form N-PORT.
1.70% of this portfolio’s income is non-permissible — weighted across holdings, computed over 1% of portfolio weight (18 of 334 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.
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 |
|---|---|---|---|
| Virtus Opportunities Trust | UNSCREENED | 1.78% | no in-house ratios for this holding |
| ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTO | UNSCREENED | 1.65% | no in-house ratios for this holding |
| PETROLEOS DE VENEZUELA SA | UNSCREENED | 1.44% | no in-house ratios for this holding |
| OMAN, GOVERNMENT OF THE SULTANATE OF | UNSCREENED | 1.44% | no in-house ratios for this holding |
| POINSETTIA FINANCE LTD SARL | UNSCREENED | 1.37% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 1.13% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.12% | no in-house ratios for this holding |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 1.10% | no in-house ratios for this holding |
| DOMINICAN, REPUBLIC OF - MINISTERIO DE HACIENDA | UNSCREENED | 1.07% | no in-house ratios for this holding |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICO | UNSCREENED | 1.05% | no in-house ratios for this holding |
| ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTO | UNSCREENED | 1.04% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.02% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.00% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 1.00% | no in-house ratios for this holding |
| EAGLE FUNDING LUXCO SARL | UNSCREENED | 0.97% | no in-house ratios for this holding |
| OMAN, GOVERNMENT OF THE SULTANATE OF | UNSCREENED | 0.97% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 0.93% | no in-house ratios for this holding |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 0.93% | no in-house ratios for this holding |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.91% | no in-house ratios for this holding |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 0.88% | no in-house ratios for this holding |
| NIGERIA, FEDERAL REPUBLIC OF - DEBT MANAGEMENT OFFICE (THE) | UNSCREENED | 0.86% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 0.79% | no in-house ratios for this holding |
| ESKOM HOLDINGS SOC LTD | UNSCREENED | 0.79% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.78% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.78% | no in-house ratios for this holding |
| DOMINICAN, REPUBLIC OF - MINISTERIO DE HACIENDA | UNSCREENED | 0.78% | no in-house ratios for this holding |
| ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTO | UNSCREENED | 0.77% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.75% | no in-house ratios for this holding |
| AMAZON CONSERVATION DAC | UNSCREENED | 0.75% | no in-house ratios for this holding |
| GHANA, REPUBLIC OF | UNSCREENED | 0.75% | no in-house ratios for this holding |
| ELDIK BANK OJSC | UNSCREENED | 0.74% | no in-house ratios for this holding |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 0.73% | no in-house ratios for this holding |
| URUGUAY, REPUBLICA ORIENTAL DEL - MINISTERIO DE ECONOMIA Y FINANZAS | UNSCREENED | 0.73% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.73% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.72% | no in-house ratios for this holding |
| CHILE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.72% | no in-house ratios for this holding |
| GACI FIRST INVESTMENT COMPANY | UNSCREENED | 0.71% | no in-house ratios for this holding |
| DOMINICAN, REPUBLIC OF - MINISTERIO DE HACIENDA | UNSCREENED | 0.68% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.68% | no in-house ratios for this holding |
| PANAMA, REPUBLIC OF - MINISTRY OF PLANNING AND ECONOMIC POLICY | UNSCREENED | 0.68% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.68% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.68% | no in-house ratios for this holding |
| CHILE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.68% | no in-house ratios for this holding |
| PETRONAS CAPITAL LTD | UNSCREENED | 0.67% | no in-house ratios for this holding |
| PANAMA, REPUBLIC OF - MINISTRY OF PLANNING AND ECONOMIC POLICY | UNSCREENED | 0.66% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.64% | no in-house ratios for this holding |
| SERBIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.64% | no in-house ratios for this holding |
| INDONESIA ASAHAN ALUMINIUM (PERSERO) PT | UNSCREENED | 0.63% | no in-house ratios for this holding |
| UZBEKNEFTEGAZ JSC | UNSCREENED | 0.62% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 0.62% | no in-house ratios for this holding |
| Virtus Opportunities Trust | UNSCREENED | 0.61% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.60% | no in-house ratios for this holding |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICO | UNSCREENED | 0.60% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.60% | no in-house ratios for this holding |
| NIGERIA, FEDERAL REPUBLIC OF - DEBT MANAGEMENT OFFICE (THE) | UNSCREENED | 0.58% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.58% | no in-house ratios for this holding |
| KAZAKHSTAN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.56% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.55% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.53% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 0.52% | no in-house ratios for this holding |
| BERMUDA, GOVERNMENT OF | UNSCREENED | 0.52% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.51% | no in-house ratios for this holding |
| BUENOS AIRES, PROVINCE OF | UNSCREENED | 0.51% | no in-house ratios for this holding |
| BAHRAIN, KINGDOM OF - MINISTRY OF FINANCE & NATIONAL ECONOMY | UNSCREENED | 0.51% | no in-house ratios for this holding |
| VENEZUELA, BOLIVARIAN REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.51% | no in-house ratios for this holding |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICO | UNSCREENED | 0.51% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.51% | no in-house ratios for this holding |
| KAZAKHSTAN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.51% | no in-house ratios for this holding |
| SURINAME, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.51% | no in-house ratios for this holding |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 0.50% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.49% | no in-house ratios for this holding |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 0.49% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.49% | no in-house ratios for this holding |
| PAKISTAN, ISLAMIC REPUBLIC OF | UNSCREENED | 0.47% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.47% | no in-house ratios for this holding |
| KAZAKHSTAN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.46% | no in-house ratios for this holding |
| COTE D'IVOIRE, REPUBLIC OF | UNSCREENED | 0.45% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.45% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.45% | no in-house ratios for this holding |
| SRI LANKA, GOVERNMENT OF | UNSCREENED | 0.44% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.44% | no in-house ratios for this holding |
| HAZINE MUSTESARLIGI VARLIK KIRALAMA AS | UNSCREENED | 0.43% | no in-house ratios for this holding |
| ANGOLA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.43% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 0.43% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.42% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.42% | no in-house ratios for this holding |
| BAHRAIN, KINGDOM OF - MINISTRY OF FINANCE & NATIONAL ECONOMY | UNSCREENED | 0.41% | no in-house ratios for this holding |
| PHILIPPINES, REPUBLIC OF - DEPARTMENT OF FINANCE | UNSCREENED | 0.41% | no in-house ratios for this holding |
| CHILE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.41% | no in-house ratios for this holding |
| PORT OF SPAIN WATERFRONT DEVELOPMENT LTD | UNSCREENED | 0.40% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.39% | no in-house ratios for this holding |
| CORPORACION NACIONAL DEL COBRE DEL CHILE SA | UNSCREENED | 0.38% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.38% | no in-house ratios for this holding |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 0.38% | no in-house ratios for this holding |
| LEBANESE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.37% | no in-house ratios for this holding |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 0.37% | no in-house ratios for this holding |
| EL SALVADOR, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.37% | no in-house ratios for this holding |
| BAHRAIN, KINGDOM OF - MINISTRY OF FINANCE & NATIONAL ECONOMY | UNSCREENED | 0.37% | no in-house ratios for this holding |
| NIGERIA, FEDERAL REPUBLIC OF - DEBT MANAGEMENT OFFICE (THE) | UNSCREENED | 0.37% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 0.37% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.36% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.36% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.35% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.35% | no in-house ratios for this holding |
| 2222.SR SAUDI ARABIAN OIL COMPANY | COMPLIANT | 0.35% | AAOIFI5.8% Usmani16.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic14.2% MSCI Islamic M-Seriespass FTSE Shariah14.2% |
| KENYA, GOVERNMENT OF | UNSCREENED | 0.35% | no in-house ratios for this holding |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.34% | no in-house ratios for this holding |
| OMAN, GOVERNMENT OF THE SULTANATE OF | UNSCREENED | 0.34% | no in-house ratios for this holding |
| COTE D'IVOIRE, REPUBLIC OF | UNSCREENED | 0.34% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.34% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.33% | no in-house ratios for this holding |
| GABON, REPUBLIC OF - MINISTRY OF PUBLIC ACCOUNTS AND DEBT | UNSCREENED | 0.32% | no in-house ratios for this holding |
| KSA IJARAH SUKUK LTD | UNSCREENED | 0.32% | no in-house ratios for this holding |
| EL SALVADOR, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.32% | no in-house ratios for this holding |
| KENYA, GOVERNMENT OF | UNSCREENED | 0.32% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.32% | no in-house ratios for this holding |
| PETRONAS CAPITAL LTD | UNSCREENED | 0.31% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.30% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.29% | no in-house ratios for this holding |
| NIGERIA, FEDERAL REPUBLIC OF - DEBT MANAGEMENT OFFICE (THE) | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CORPORACION NACIONAL DEL COBRE DEL CHILE SA | UNSCREENED | 0.29% | no in-house ratios for this holding |
| SRI LANKA, GOVERNMENT OF | UNSCREENED | 0.29% | no in-house ratios for this holding |
| ANGOLA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.28% | no in-house ratios for this holding |
| HUNGARIAN EXPORT-IMPORT BANK PTE LTD | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTO | UNSCREENED | 0.28% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.27% | no in-house ratios for this holding |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 0.27% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.27% | no in-house ratios for this holding |
| KENYA, GOVERNMENT OF | UNSCREENED | 0.27% | no in-house ratios for this holding |
| COMISION FEDERAL DE ELECTRICIDAD | UNSCREENED | 0.27% | no in-house ratios for this holding |
| PANAMA, REPUBLIC OF - MINISTRY OF PLANNING AND ECONOMIC POLICY | UNSCREENED | 0.27% | no in-house ratios for this holding |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 0.27% | no in-house ratios for this holding |
| EMPRESA NACIONAL DEL PETROLEO SA | UNSCREENED | 0.27% | no in-house ratios for this holding |
| DOMINICAN, REPUBLIC OF - MINISTERIO DE HACIENDA | UNSCREENED | 0.26% | no in-house ratios for this holding |
| BAHRAIN, KINGDOM OF - MINISTRY OF FINANCE & NATIONAL ECONOMY | UNSCREENED | 0.26% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.26% | no in-house ratios for this holding |
| PHILIPPINES, REPUBLIC OF - DEPARTMENT OF FINANCE | UNSCREENED | 0.26% | no in-house ratios for this holding |
| SRI LANKA, GOVERNMENT OF | UNSCREENED | 0.25% | no in-house ratios for this holding |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 0.25% | no in-house ratios for this holding |
| PHILIPPINES, REPUBLIC OF - DEPARTMENT OF FINANCE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TCELL.IS TURKCELL ILETISIM HIZMETLERI AS | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICO | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NIGERIA, FEDERAL REPUBLIC OF - DEBT MANAGEMENT OFFICE (THE) | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PHILIPPINES, REPUBLIC OF - DEPARTMENT OF FINANCE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| OMAN, GOVERNMENT OF THE SULTANATE OF | UNSCREENED | 0.24% | no in-house ratios for this holding |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.23% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.23% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Republic of Iraq CLN | UNSCREENED | 0.23% | no in-house ratios for this holding |
| KENYA, GOVERNMENT OF | UNSCREENED | 0.23% | no in-house ratios for this holding |
| NEON CAPITAL LTD | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BAHRAIN, KINGDOM OF - MINISTRY OF FINANCE & NATIONAL ECONOMY | UNSCREENED | 0.23% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.22% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.22% | no in-house ratios for this holding |
| COTE D'IVOIRE, REPUBLIC OF | UNSCREENED | 0.22% | no in-house ratios for this holding |
| BULGARIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.22% | no in-house ratios for this holding |
| PETROLEOS DEL PERU' - PETROPERU SA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| COMISION EJECUTIVA HIDROELECTRICA DEL RIO LEMPA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| PANAMA, REPUBLIC OF - MINISTRY OF PLANNING AND ECONOMIC POLICY | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ANGOLA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| PERUSAHAAN LISTRIK NEGARA (PERSERO) PT | UNSCREENED | 0.21% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| GABON, REPUBLIC OF - MINISTRY OF PUBLIC ACCOUNTS AND DEBT | UNSCREENED | 0.20% | no in-house ratios for this holding |
| SERBIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.20% | no in-house ratios for this holding |
| URUGUAY, REPUBLICA ORIENTAL DEL - MINISTERIO DE ECONOMIA Y FINANZAS | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PHILIPPINES, REPUBLIC OF - DEPARTMENT OF FINANCE | UNSCREENED | 0.18% | no in-house ratios for this holding |
| PHILIPPINES, REPUBLIC OF - DEPARTMENT OF FINANCE | UNSCREENED | 0.18% | no in-house ratios for this holding |
| STUDIO CITY FINANCE LTD | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PERTAMINA (PERSERO) PT | UNSCREENED | 0.16% | no in-house ratios for this holding |
| UZBEKISTAN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.16% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.16% | no in-house ratios for this holding |
| NIGERIA, FEDERAL REPUBLIC OF - DEBT MANAGEMENT OFFICE (THE) | UNSCREENED | 0.15% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| PERU PAYROLL DEDUCTION FINANCE LTD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.15% | no in-house ratios for this holding |
| PERUSAHAAN LISTRIK NEGARA (PERSERO) PT | UNSCREENED | 0.15% | no in-house ratios for this holding |
| NATIONAL POWER COMPANY UKRENERGO PJSC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.14% | no in-house ratios for this holding |
| HTA GROUP LTD | UNSCREENED | 0.14% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BENIN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| VENEZUELA, BOLIVARIAN REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ZAMBIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| COSTA RICA, REPUBLIC OF | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ANGOLA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BERMUDA, GOVERNMENT OF | UNSCREENED | 0.12% | no in-house ratios for this holding |
| DP WORLD LTD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 0.12% | no in-house ratios for this holding |
| PETRONAS CAPITAL LTD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CPI PROPERTY GROUP SA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| COSTA RICA, REPUBLIC OF | UNSCREENED | 0.12% | no in-house ratios for this holding |
| BENIN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.11% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CORPORACION NACIONAL DEL COBRE DEL CHILE SA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| KYRGYZSTAN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.11% | no in-house ratios for this holding |
| LEBANESE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.11% | no in-house ratios for this holding |
| NEON CAPITAL LTD | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ETHIOPIA, REPUBLIC OF | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MINEJESA CAPITAL BV | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AI CANDELARIA (SPAIN) SA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MOZAMBIQUE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MSU ENERGY SA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| GUATEMALA, REPUBLIC OF - MINISTRY OF PUBLIC FINANCE | UNSCREENED | 0.09% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AVENIR ISSUER II (IRELAND) DAC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| SAMARCO MINERACAO SA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| GEORGIAN RAILWAYS JSC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| YACIMIENTOS PETROLIFEROS FISCALES SA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| MC BRAZIL DOWNSTREAM TRADING SARL | UNSCREENED | 0.08% | no in-house ratios for this holding |
| 3R LUX SARL | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SENEGAL, REPUBLIC OF | UNSCREENED | 0.08% | no in-house ratios for this holding |
| URUGUAY, REPUBLICA ORIENTAL DEL - MINISTERIO DE ECONOMIA Y FINANZAS | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ADANI ELECTRICITY MUMBAI LTD | UNSCREENED | 0.08% | no in-house ratios for this holding |
| YINSON BORONIA PRODUCTION BV | UNSCREENED | 0.08% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 0.08% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.08% | no in-house ratios for this holding |
| FORESEA HOLDING SA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BANCO MERCANTIL DEL NORTE SA CAYMAN ISLANDS BRANCH | UNSCREENED | 0.07% | no in-house ratios for this holding |
| OFFICE CHERIFIEN DES PHOSPHATES SA | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CHILE ELECTRICITY LUX MPC II SARL | UNSCREENED | 0.07% | no in-house ratios for this holding |
| GRUPO AEROMEXICO SAB DE CV | UNSCREENED | 0.07% | no in-house ratios for this holding |
| OHI GROUP SA | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CHILE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ADANIPORTS.NS ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD | COMPLIANT | 0.07% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| BANCO MERCANTIL DEL NORTE SA CAYMAN ISLANDS BRANCH | UNSCREENED | 0.07% | no in-house ratios for this holding |
| TEO TELECOM ARGENTINA SA | NON_COMPLIANT | 0.07% | AAOIFI64.8% Usmani37.4% Dow Jones Islamic315735.4% S&P Shariah360734.1% MSCI Islamic35.0% MSCI Islamic M-Series360734.1% FTSE Shariah35.0% |
| ADANI RENEWABLE ENERGY (RJ) LTD | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PFDAVVNDA.CL BANCO DAVIVIENDA SA | NON_COMPLIANT | 0.07% | AAOIFI238.7% Usmani13.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic13.1% MSCI Islamic M-Seriesfail FTSE Shariah13.1% |
| BCI.SN BANCO DE CREDITO E INVERSIONES SA | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TCELL.IS TURKCELL ILETISIM HIZMETLERI AS | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CEMEX-CEMENTOS MEXICANOS SAB DE CV | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SAUDI ARABIA, KINGDOM OF | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SENEGAL, REPUBLIC OF | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MHP LUX SA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ATP TOWER HOLDINGS LLC/ANDEAN TOWER PARTNERS CO SAS/ANDEAN TELECOM PARTNER PE SRL/ANDEAN TELECOM PARTNER CL SPA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| GRUPO NUTRESA SA | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PANAMA, REPUBLIC OF - MINISTRY OF PLANNING AND ECONOMIC POLICY | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SAB AT1 LTD | UNSCREENED | 0.06% | no in-house ratios for this holding |
| IHS MAURITIUS NG HOLDCO LTD | UNSCREENED | 0.06% | no in-house ratios for this holding |
All 7 published standards agree about this fund to within 0.1 points of portfolio weight.
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 0.4% ratios fail on 1.1% 95.3% not rated under AAOIFI
ratios pass on 0.4% ratios fail on 1.0% 95.3% not rated under Usmani
ratios pass on 0.4% ratios fail on 1.1% 95.3% not rated under Dow Jones Islamic
ratios pass on 0.4% ratios fail on 1.1% 95.3% not rated under S&P Shariah
ratios pass on 0.5% ratios fail on 1.0% 95.3% not rated under MSCI Islamic
ratios pass on 0.4% ratios fail on 1.1% 95.3% not rated under MSCI Islamic M-Series
ratios pass on 0.5% ratios fail on 1.0% 95.3% not rated under FTSE Shariah
19 of 334 listed holdings carry our own per-methodology verdicts (1% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 8 (1% 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.
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 |
|---|---|---|
| Virtus Opportunities Trustnot matched to a ticker | 1.78% | Not screened |
| ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTOnot matched to a ticker | 1.65% | Not screened |
| PETROLEOS DE VENEZUELA SAnot matched to a ticker | 1.44% | Not screened |
| OMAN, GOVERNMENT OF THE SULTANATE OFnot matched to a ticker | 1.44% | Not screened |
| POINSETTIA FINANCE LTD SARLnot matched to a ticker | 1.37% | Not screened |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONALnot matched to a ticker | 1.13% | Not screened |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCEnot matched to a ticker | 1.12% | Not screened |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICOnot matched to a ticker | 1.10% | Not screened |
| DOMINICAN, REPUBLIC OF - MINISTERIO DE HACIENDAnot matched to a ticker | 1.07% | Not screened |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICOnot matched to a ticker | 1.05% | Not screened |
Top 10 of 334 holdings, 13.1% 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 SHMDX. 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) | 39.50 | NEUTRAL |
| Stochastic %K (14) | 32.14 | NEUTRAL |
| CCI (20) | -37.39 | NEUTRAL |
| Williams %R (14) | -67.86 | NEUTRAL |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -0.65 | SELL |
| Momentum (10) | -0.05 | SELL |
| EMA (10) | 7.66 | BUY |
| SMA (10) | 7.63 | BUY |
| EMA (20) | 7.71 | SELL |
| SMA (20) | 7.72 | SELL |
| EMA (30) | 7.75 | SELL |
| SMA (30) | 7.78 | SELL |
| EMA (50) | 7.80 | SELL |
| SMA (50) | 7.84 | SELL |
| EMA (100) | 7.82 | SELL |
| SMA (100) | 7.88 | SELL |
| EMA (200) | 7.76 | SELL |
| SMA (200) | 7.81 | 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.