SMECXETF / FundInvesco Small Cap Equity Fund
Verdicts genuinely change. Free email alert the moment SMECX'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.
Invesco Small Cap Equity Fund · AIM Funds Group (Invesco Funds Group)
86 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 119% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 30.76% of portfolio weight is in non-compliant holdings, over the 5% threshold.
86 holdings, 79 matched (78% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
0.89% of this portfolio’s income is non-permissible — weighted across holdings, computed over 64% of portfolio weight (66 of 86 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.
52.6% compliant 0.0% questionable 25.8% non-compliant 21.6% unscreened
All holdings (86)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Invesco Private Prime Fund | UNSCREENED | 14.19% | no in-house ratios for this holding |
| Invesco Private Government Fund | UNSCREENED | 5.06% | no in-house ratios for this holding |
| MKSI MKS Inc. | COMPLIANT | 2.64% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| ALGM Allegro Microsystems, Inc. | COMPLIANT | 2.60% | AAOIFI4.5% Usmani22.0% Dow Jones Islamic5.2% S&P Shariah5.3% MSCI Islamic21.5% MSCI Islamic M-Series5.3% FTSE Shariah20.3% |
| FPS Forgent Power Solutions, Inc. | COMPLIANT | 2.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SANM Sanmina Corp. | COMPLIANT | 2.06% | AAOIFI25.7% Usmani25.0% Dow Jones Islamic33.0% S&P Shariah40.2% MSCI Islamic25.0% MSCI Islamic M-Series40.2% FTSE Shariah22.3% |
| BTSG BrightSpring Health Services, Inc. | COMPLIANT | 2.06% | AAOIFI20.1% Usmani39.9% Dow Jones Islamic35.2% S&P Shariah43.5% MSCI Islamic39.6% MSCI Islamic M-Series43.5% FTSE Shariah36.6% |
| ENTG Entegris, Inc. | COMPLIANT | 2.05% | AAOIFI16.5% Usmani42.3% Dow Jones Islamic22.1% S&P Shariah21.4% MSCI Islamic42.1% MSCI Islamic M-Series21.4% FTSE Shariah41.1% |
| IESC IES Holdings, Inc. | COMPLIANT | 1.98% | AAOIFI0.8% Usmani4.9% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic4.9% MSCI Islamic M-Series1.9% FTSE Shariah1.5% |
| ITT ITT Inc. | COMPLIANT | 1.88% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| AIT Applied Industrial Technologies, Inc. | COMPLIANT | 1.86% | AAOIFI4.2% Usmani16.7% Dow Jones Islamic5.0% S&P Shariah5.6% MSCI Islamic16.7% MSCI Islamic M-Series5.6% FTSE Shariah9.3% |
| Invesco Treasury Portfolio | UNSCREENED | 1.76% | no in-house ratios for this holding |
| AXSM Axsome Therapeutics, Inc. | COMPLIANT | 1.74% | AAOIFI1.9% Usmani29.5% Dow Jones Islamic2.9% S&P Shariah3.5% MSCI Islamic27.6% MSCI Islamic M-Series3.5% FTSE Shariah24.7% |
| LFUS Littelfuse, Inc. | COMPLIANT | 1.71% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| WTFC Wintrust Financial Corp. | NON_COMPLIANT | 1.65% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KGS Kodiak Gas Services, Inc. | NON_COMPLIANT | 1.63% | AAOIFI43.8% Usmani51.2% Dow Jones Islamic74.1% S&P Shariah90.9% MSCI Islamic50.3% MSCI Islamic M-Series90.9% FTSE Shariah49.5% |
| BHE Benchmark Electronics, Inc. | COMPLIANT | 1.59% | AAOIFI11.3% Usmani13.3% Dow Jones Islamic16.2% S&P Shariah18.7% MSCI Islamic13.3% MSCI Islamic M-Series18.7% FTSE Shariah8.3% |
| Dave Inc. | UNSCREENED | 1.58% | no in-house ratios for this holding |
| CRL Charles River Laboratories International, Inc. | COMPLIANT | 1.58% | AAOIFI21.2% Usmani40.3% Dow Jones Islamic33.1% S&P Shariah30.9% MSCI Islamic40.3% MSCI Islamic M-Series30.9% FTSE Shariah34.9% |
| CGNX Cognex Corp. | COMPLIANT | 1.57% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| XPO XPO, Inc. | COMPLIANT | 1.56% | AAOIFI16.4% Usmani45.9% Dow Jones Islamic21.6% S&P Shariah24.4% MSCI Islamic45.9% MSCI Islamic M-Series24.4% FTSE Shariah36.6% |
| ICLR Icon PLC | COMPLIANT | 1.54% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| ABCB Ameris Bancorp | NON_COMPLIANT | 1.53% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BBIO BridgeBio Pharma, Inc. | COMPLIANT | 1.51% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Travel + Leisure Co. | UNSCREENED | 1.50% | no in-house ratios for this holding |
| WCC WESCO International, Inc. | NON_COMPLIANT | 1.47% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| GH Guardant Health, Inc. | COMPLIANT | 1.45% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| WAL Western Alliance Bancorporation | NON_COMPLIANT | 1.42% | AAOIFI141.5% Usmani12.7% Dow Jones Islamic142.6% S&P Shariah158.1% MSCI Islamic12.7% MSCI Islamic M-Series158.1% FTSE Shariah12.7% |
| VIAV Viavi Solutions Inc. | COMPLIANT | 1.40% | AAOIFI11.3% Usmani41.5% Dow Jones Islamic24.0% S&P Shariah29.9% MSCI Islamic41.5% MSCI Islamic M-Series29.9% FTSE Shariah40.0% |
| SSB SouthState Bank Corp. | NON_COMPLIANT | 1.33% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GOLF Acushnet Holdings Corp. | COMPLIANT | 1.33% | AAOIFI18.5% Usmani36.4% Dow Jones Islamic20.0% S&P Shariah21.2% MSCI Islamic36.4% MSCI Islamic M-Series21.2% FTSE Shariah36.4% |
| FTDR Frontdoor, Inc. | COMPLIANT | 1.31% | AAOIFI22.5% Usmani55.3% Dow Jones Islamic27.8% S&P Shariah31.5% MSCI Islamic55.3% MSCI Islamic M-Series31.5% FTSE Shariah54.4% |
| LGND Ligand Pharmaceuticals Inc. | COMPLIANT | 1.30% | AAOIFI19.7% Usmani51.8% Dow Jones Islamic34.1% S&P Shariah42.6% MSCI Islamic51.8% MSCI Islamic M-Series42.6% FTSE Shariah51.5% |
| CAKE Cheesecake Factory Inc. (The) | NON_COMPLIANT | 1.27% | AAOIFI40.3% Usmani65.3% Dow Jones Islamic74.8% S&P Shariah86.9% MSCI Islamic65.3% MSCI Islamic M-Series86.9% FTSE Shariah19.2% |
| ATI ATI Inc. | COMPLIANT | 1.24% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| OPLN OPENLANE, Inc. | NON_COMPLIANT | 1.21% | AAOIFI12.9% Usmani11.7% Dow Jones Islamic19.7% S&P Shariah22.9% MSCI Islamic11.7% MSCI Islamic M-Series22.9% FTSE Shariah10.7% |
| ASND Ascendis Pharma A/S | COMPLIANT | 1.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NIC Nicolet Bankshares, Inc. | NON_COMPLIANT | 1.18% | AAOIFI2.6% Usmani0.6% Dow Jones Islamic4.3% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| PRM Perimeter Solutions Inc. | COMPLIANT | 1.14% | AAOIFI28.9% Usmani38.8% Dow Jones Islamic38.1% S&P Shariah49.3% MSCI Islamic38.6% MSCI Islamic M-Series49.3% FTSE Shariah37.3% |
| ENS EnerSys | COMPLIANT | 1.10% | AAOIFI17.1% Usmani28.3% Dow Jones Islamic22.3% S&P Shariah24.2% MSCI Islamic28.2% MSCI Islamic M-Series24.2% FTSE Shariah26.3% |
| DTM DT Midstream, Inc. | COMPLIANT | 1.09% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| GTX Garrett Motion Inc. | COMPLIANT | 1.08% | AAOIFI30.6% Usmani61.9% Dow Jones Islamic45.9% S&P Shariah52.7% MSCI Islamic61.9% MSCI Islamic M-Series52.7% FTSE Shariah59.7% |
| PIPR Piper Sandler Cos. | NON_COMPLIANT | 1.08% | AAOIFI0.3% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.6% |
| TLN Talen Energy Corp. | NON_COMPLIANT | 1.05% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| SKWD Skyward Specialty Insurance Group, Inc. | NON_COMPLIANT | 1.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SNDR Schneider National, Inc. | COMPLIANT | 1.04% | AAOIFI6.5% Usmani7.9% Dow Jones Islamic8.2% S&P Shariah8.6% MSCI Islamic7.9% MSCI Islamic M-Series8.6% FTSE Shariah7.9% |
| MP MP Materials Corp. | NON_COMPLIANT | 1.04% | AAOIFI13.4% Usmani25.6% Dow Jones Islamic11.8% S&P Shariah15.2% MSCI Islamic25.6% MSCI Islamic M-Series15.2% FTSE Shariah25.1% |
| NOVT Novanta Inc. | COMPLIANT | 1.03% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| CR Crane Co. | NON_COMPLIANT | 1.03% | AAOIFI9.7% Usmani27.7% Dow Jones Islamic10.6% S&P Shariah11.7% MSCI Islamic27.7% MSCI Islamic M-Series11.7% FTSE Shariah27.3% |
| GMRS GMR Solutions Inc. | NON_COMPLIANT | 1.02% | AAOIFI684.4% Usmani64.0% Dow Jones Islamic661.7% S&P Shariah661.7% MSCI Islamic62.7% MSCI Islamic M-Series661.7% FTSE Shariah59.5% |
| AEIS Advanced Energy Industries, Inc. | COMPLIANT | 1.02% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| HALO Halozyme Therapeutics, Inc. | COMPLIANT | 1.01% | AAOIFI17.2% Usmani83.3% Dow Jones Islamic27.4% S&P Shariah30.4% MSCI Islamic83.3% MSCI Islamic M-Series30.4% FTSE Shariah83.3% |
| POWI Power Integrations, Inc. | COMPLIANT | 1.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CRS Carpenter Technology Corp. | COMPLIANT | 1.00% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.9% S&P Shariah6.4% MSCI Islamic19.0% MSCI Islamic M-Series6.4% FTSE Shariah18.0% |
| KTB Kontoor Brands, Inc. | NON_COMPLIANT | 0.99% | AAOIFI32.9% Usmani47.8% Dow Jones Islamic32.0% S&P Shariah34.6% MSCI Islamic47.8% MSCI Islamic M-Series34.6% FTSE Shariah42.9% |
| MHO M/I Homes, Inc. | COMPLIANT | 0.97% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SPXC SPX Technologies, Inc. | COMPLIANT | 0.97% | AAOIFI6.2% Usmani15.6% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic15.6% MSCI Islamic M-Series8.0% FTSE Shariah15.6% |
| VSH Vishay Intertechnology, Inc. | COMPLIANT | 0.97% | AAOIFI23.9% Usmani21.3% Dow Jones Islamic38.3% S&P Shariah38.9% MSCI Islamic21.3% MSCI Islamic M-Series38.9% FTSE Shariah18.9% |
| ESI Element Solutions Inc. | COMPLIANT | 0.97% | AAOIFI20.7% Usmani31.7% Dow Jones Islamic26.2% S&P Shariah28.2% MSCI Islamic31.7% MSCI Islamic M-Series28.2% FTSE Shariah30.2% |
| ASB Associated Banc-Corp | NON_COMPLIANT | 0.96% | AAOIFI97.1% Usmani11.0% Dow Jones Islamic139.7% S&P Shariah156.7% MSCI Islamic11.0% MSCI Islamic M-Series156.7% FTSE Shariah11.0% |
| FN Fabrinet | COMPLIANT | 0.96% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Invesco Government & Agency Portfolio | UNSCREENED | 0.95% | no in-house ratios for this holding |
| TBBK Bancorp, Inc. (The) | NON_COMPLIANT | 0.95% | AAOIFI269.0% Usmani79.6% Dow Jones Islamic270.7% S&P Shariah295.8% MSCI Islamic79.6% MSCI Islamic M-Series295.8% FTSE Shariah79.6% |
| GFF Griffon Corp. | NON_COMPLIANT | 0.94% | AAOIFI31.4% Usmani72.8% Dow Jones Islamic36.5% S&P Shariah38.7% MSCI Islamic72.8% MSCI Islamic M-Series38.7% FTSE Shariah69.0% |
| GTES Gates Industrial Corp. PLC | NON_COMPLIANT | 0.94% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| MIAX Miami International Holdings, Inc. | COMPLIANT | 0.93% | AAOIFI0.5% Usmani1.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.4% MSCI Islamic M-Seriespass FTSE Shariah0.1% |
| SUNC Sunococorp LLC | NON_COMPLIANT | 0.91% | AAOIFI362.1% Usmani51.6% Dow Jones Islamic— S&P Shariah— MSCI Islamic49.6% MSCI Islamic M-Series— FTSE Shariah44.5% |
| COHU Cohu, Inc. | COMPLIANT | 0.85% | AAOIFI13.2% Usmani26.3% Dow Jones Islamic22.4% S&P Shariah22.6% MSCI Islamic26.3% MSCI Islamic M-Series22.6% FTSE Shariah23.5% |
| ANDE Andersons, Inc. (The) | NON_COMPLIANT | 0.79% | AAOIFI26.7% Usmani16.9% Dow Jones Islamic32.9% S&P Shariah33.5% MSCI Islamic16.9% MSCI Islamic M-Series33.5% FTSE Shariah16.9% |
| SF Stifel Financial Corp. | NON_COMPLIANT | 0.79% | AAOIFI6.0% Usmani1.7% Dow Jones Islamic9.9% S&P Shariah11.2% MSCI Islamic1.7% MSCI Islamic M-Series11.2% FTSE Shariah1.7% |
| NMRK Newmark Group, Inc. | NON_COMPLIANT | 0.78% | AAOIFI50.7% Usmani26.3% Dow Jones Islamic51.6% S&P Shariah58.7% MSCI Islamic26.3% MSCI Islamic M-Series58.7% FTSE Shariah16.7% |
| ERO ERO Copper Corp. | COMPLIANT | 0.77% | AAOIFI12.1% Usmani31.6% Dow Jones Islamic27.7% S&P Shariah29.5% MSCI Islamic31.6% MSCI Islamic M-Series29.5% FTSE Shariah31.6% |
| PATK Patrick Industries, Inc. | NON_COMPLIANT | 0.77% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| CYTK Cytokinetics, Inc. | NON_COMPLIANT | 0.75% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| Atmus Filtration Technologies Inc. | UNSCREENED | 0.74% | no in-house ratios for this holding |
| PARR Par Pacific Holdings, Inc. | NON_COMPLIANT | 0.71% | AAOIFI26.8% Usmani25.0% Dow Jones Islamic55.5% S&P Shariah57.9% MSCI Islamic24.7% MSCI Islamic M-Series57.9% FTSE Shariah16.3% |
| CHRD Chord Energy Corp. | COMPLIANT | 0.66% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| MTDR Matador Resources Co. | NON_COMPLIANT | 0.65% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| CRC California Resources Corp. | COMPLIANT | 0.64% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| RRC Range Resources Corp. | COMPLIANT | 0.63% | AAOIFI10.4% Usmani13.4% Dow Jones Islamic11.6% S&P Shariah12.0% MSCI Islamic13.4% MSCI Islamic M-Series12.0% FTSE Shariah11.5% |
| GLXY Galaxy Digital Inc. | NON_COMPLIANT | 0.60% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| HLIO Helios Technologies, Inc. | COMPLIANT | 0.52% | AAOIFI10.4% Usmani16.2% Dow Jones Islamic13.7% S&P Shariah14.5% MSCI Islamic16.2% MSCI Islamic M-Series14.5% FTSE Shariah14.9% |
| MTSI MACOM Technology Solutions Holdings, Inc. | COMPLIANT | 0.49% | AAOIFI1.7% Usmani17.6% Dow Jones Islamic2.6% S&P Shariah3.1% MSCI Islamic16.2% MSCI Islamic M-Series3.1% FTSE Shariah15.9% |
| TFPM Triple Flag Precious Metals Corp. | COMPLIANT | 0.34% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KWR Quaker Chemical Corp. | NON_COMPLIANT | 0.26% | AAOIFI33.2% Usmani32.4% Dow Jones Islamic38.2% S&P Shariah34.7% MSCI Islamic32.4% MSCI Islamic M-Series34.7% FTSE Shariah30.6% |
| EQX Equinox Gold Corp. | COMPLIANT | 0.25% | AAOIFI10.5% Usmani14.8% Dow Jones Islamic27.3% S&P Shariah35.9% MSCI Islamic14.8% MSCI Islamic M-Series35.9% FTSE Shariah14.8% |
The published standards disagree about this fund by 27 points of portfolio weight — 57.5% of it passes AAOIFI, 30.2% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 57.5% ratios fail on 27.1% 34.7% not rated under AAOIFI
ratios pass on 33.9% ratios fail on 46.4% 38.9% not rated under Usmani
ratios pass on 47.8% ratios fail on 35.1% 36.4% not rated under Dow Jones Islamic
ratios pass on 44.4% ratios fail on 38.5% 36.4% not rated under S&P Shariah
ratios pass on 30.2% ratios fail on 50.4% 38.7% not rated under MSCI Islamic
ratios pass on 43.5% ratios fail on 39.4% 36.4% not rated under MSCI Islamic M-Series
ratios pass on 36.5% ratios fail on 44.1% 38.7% not rated under FTSE Shariah
79 of 86 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 73 (85% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| WTFC Wintrust Financial Corp. | 1.65% |
| KGS Kodiak Gas Services, Inc. | 1.63% |
| ABCB Ameris Bancorp | 1.53% |
| WCC WESCO International, Inc. | 1.47% |
| WAL Western Alliance Bancorporation | 1.42% |
| SSB SouthState Bank Corp. | 1.33% |
| CAKE Cheesecake Factory Inc. (The) | 1.27% |
| OPLN OPENLANE, Inc. | 1.21% |
| NIC Nicolet Bankshares, Inc. | 1.18% |
| PIPR Piper Sandler Cos. | 1.08% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Invesco Small Cap Equity Fund (SMECX) 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 |
|---|---|---|
| Invesco Private Prime Fundnot matched to a ticker | 14.19% | Not screened |
| Invesco Private Government Fundnot matched to a ticker | 5.06% | Not screened |
| MKSIMKS Inc. | 2.64% | Compliant |
| ALGMAllegro Microsystems, Inc. | 2.60% | Compliant |
| FPSForgent Power Solutions, Inc. | 2.12% | Compliant |
| SANMSanmina Corp. | 2.06% | Compliant |
| BTSGBrightSpring Health Services, Inc. | 2.06% | Compliant |
| ENTGEntegris, Inc. | 2.05% | Compliant |
| IESCIES Holdings, Inc. | 1.98% | Compliant |
| ITTITT Inc. | 1.88% | Compliant |
Top 10 of 86 holdings, 36.6% 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.
- Invesco Private Prime Fundnot screened14.19%
- Invesco Private Government Fundnot screened5.06%
- Invesco Treasury Portfolionot screened1.76%
- WTFCnon-compliant1.65%
- KGSnon-compliant1.63%
- Dave Inc.not screened1.58%
What changed, and when
Verdict history for SMECX. 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 SMECX 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 5 days - this is not a reading of today
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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.
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) | 48.60 | NEUTRAL |
| Stochastic %K (14) | 66.67 | NEUTRAL |
| CCI (20) | 1.47 | NEUTRAL |
| Williams %R (14) | -33.33 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 1.92 | BUY |
| Momentum (10) | 0.16 | BUY |
| EMA (10) | 8.46 | BUY |
| SMA (10) | 8.42 | BUY |
| EMA (20) | 8.49 | BUY |
| SMA (20) | 8.49 | BUY |
| EMA (30) | 8.53 | SELL |
| SMA (30) | 8.53 | SELL |
| EMA (50) | 8.63 | SELL |
| SMA (50) | 8.62 | SELL |
| EMA (100) | 8.72 | SELL |
| SMA (100) | 8.93 | SELL |
| EMA (200) | 8.54 | SELL |
| SMA (200) | 8.67 | SELL |
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.