Verdicts genuinely change. Free email alert the moment SOPAX'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.
ClearBridge Dividend Strategy Fund · Legg Mason Partners Investment Trust
53 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 41.47% of portfolio weight is in non-compliant holdings, over the 5% threshold.
53 holdings, 48 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
2.34% of this portfolio’s income is non-permissible — weighted across holdings, computed over 86% of portfolio weight (43 of 53 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.
45.6% compliant 8.1% questionable 40.8% non-compliant 5.4% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| WMB WILLIAMS COS INC | NON_COMPLIANT | 4.60% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| XOM EXXONMOBIL HOLDINGS CORP | COMPLIANT | 4.05% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| GOOG ALPHABET INC | QUESTIONABLE | 3.56% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 3.06% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| NVDA NVIDIA CORP | COMPLIANT | 3.02% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| NESTLE SA-SPONS ADR | UNSCREENED | 2.91% | no in-house ratios for this holding |
| APD AIR PRODUCTS AND CHEMICALS INC | COMPLIANT | 2.80% | AAOIFI0.9% Usmani1.5% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.3% |
| APO APOLLO GLOBAL MANAGEMENT INC | NON_COMPLIANT | 2.76% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| UL UNILEVER PLC | COMPLIANT | 2.64% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| PSA PUBLIC STORAGE | NON_COMPLIANT | 2.58% | AAOIFI18.1% Usmani50.6% Dow Jones Islamic19.9% S&P Shariah20.7% MSCI Islamic50.6% MSCI Islamic M-Series20.7% FTSE Shariah50.6% |
| MRSH MARSH & MCLENNAN COMPANIES INC | NON_COMPLIANT | 2.57% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| AVGO BROADCOM INC | COMPLIANT | 2.56% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 2.50% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| OTIS OTIS WORLDWIDE CORP | NON_COMPLIANT | 2.48% | AAOIFI31.9% Usmani77.4% Dow Jones Islamic25.2% S&P Shariah25.0% MSCI Islamic77.4% MSCI Islamic M-Series25.0% FTSE Shariah73.7% |
| UNP UNION PACIFIC CORP | COMPLIANT | 2.45% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| HLN HALEON PLC | COMPLIANT | 2.31% | AAOIFI27.2% Usmani26.4% Dow Jones Islamic13.2% S&P Shariah13.9% MSCI Islamic26.4% MSCI Islamic M-Series13.9% FTSE Shariah26.4% |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 2.30% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| CMCSA COMCAST CORP | NON_COMPLIANT | 2.23% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TXN TEXAS INSTRUMENTS INC | COMPLIANT | 2.17% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| BDX BECTON DICKINSON & COMPANY | NON_COMPLIANT | 2.05% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| ADP AUTOMATIC DATA PROCESSING INC | COMPLIANT | 2.02% | AAOIFI5.0% Usmani8.5% Dow Jones Islamic5.0% S&P Shariah5.2% MSCI Islamic8.5% MSCI Islamic M-Series5.2% FTSE Shariah7.9% |
| KO COCA-COLA CO | COMPLIANT | 1.98% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| MET METLIFE INC | NON_COMPLIANT | 1.98% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| JNJ JOHNSON & JOHNSON | COMPLIANT | 1.96% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| TRV TRAVELERS COS INC/THE | NON_COMPLIANT | 1.91% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| AAPL APPLE INC | COMPLIANT | 1.89% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| SRE SEMPRA | NON_COMPLIANT | 1.89% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| AMT AMERICAN TOWER CORP | NON_COMPLIANT | 1.86% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BX BLACKSTONE INC | NON_COMPLIANT | 1.84% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| VISA INC SHARES | UNSCREENED | 1.82% | no in-house ratios for this holding |
| VMC VULCAN MATERIALS COMPANY | COMPLIANT | 1.72% | AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | COMPLIANT | 1.72% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| ITX.MC INDUSTRIA DE DISENO TEXTIL SA | COMPLIANT | 1.71% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| RO.SW ROCHE HOLDING AG | COMPLIANT | 1.69% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| PNC PNC FINANCIAL SERVICES GROUP INC (THE) | NON_COMPLIANT | 1.68% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| TMUS T-MOBILE US INC | NON_COMPLIANT | 1.64% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| META META PLATFORMS INC | QUESTIONABLE | 1.61% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| WM WASTE MANAGEMENT INC | COMPLIANT | 1.56% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| LIN LINDE PLC | COMPLIANT | 1.56% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| HD HOME DEPOT INC | COMPLIANT | 1.40% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| ODFL OLD DOMINION FREIGHT LINE INC | COMPLIANT | 1.40% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.3% |
| COF CAPITAL ONE FINANCIAL CORP | NON_COMPLIANT | 1.35% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| AZN ASTRAZENECA PLC | COMPLIANT | 1.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TEL TE CONNECTIVITY PLC | COMPLIANT | 1.30% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| RTX RTX CORP | NON_COMPLIANT | 0.99% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| PCG PG&E CORP | NON_COMPLIANT | 0.97% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| DIS WALT DISNEY CO | NON_COMPLIANT | 0.66% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| HON HONEYWELL INTERNATIONAL INC | NON_COMPLIANT | 0.62% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.61% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| PG PROCTER & GAMBLE CO/THE | COMPLIANT | 0.51% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| JPMORGAN TRUST I | UNSCREENED | 0.39% | no in-house ratios for this holding |
| LEGG MASON PARTNERS INSTITUTIONAL TRUST | UNSCREENED | 0.39% | no in-house ratios for this holding |
| SARM NET INTEREST MARGIN NOTES, SERIES 2005-5 | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 26 points of portfolio weight — 65.9% of it passes Dow Jones Islamic, 40.0% 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 60.2% ratios fail on 27.7% 13.7% not rated under AAOIFI
ratios pass on 40.0% ratios fail on 44.3% 17.2% not rated under Usmani
ratios pass on 65.9% ratios fail on 21.9% 13.7% not rated under Dow Jones Islamic
ratios pass on 65.9% ratios fail on 21.9% 13.7% not rated under S&P Shariah
ratios pass on 43.7% ratios fail on 38.9% 19.0% not rated under MSCI Islamic
ratios pass on 65.9% ratios fail on 21.9% 13.7% not rated under MSCI Islamic M-Series
ratios pass on 49.9% ratios fail on 36.3% 15.4% not rated under FTSE Shariah
48 of 53 listed holdings carry our own per-methodology verdicts (96% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 43 (87% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| WMB WILLIAMS COS INC | 4.60% |
| APO APOLLO GLOBAL MANAGEMENT INC | 2.76% |
| PSA PUBLIC STORAGE | 2.58% |
| MRSH MARSH & MCLENNAN COMPANIES INC | 2.57% |
| JPM JPMORGAN CHASE & CO | 2.50% |
| OTIS OTIS WORLDWIDE CORP | 2.48% |
| CVS CVS HEALTH CORP | 2.30% |
| CMCSA COMCAST CORP | 2.23% |
| BDX BECTON DICKINSON & COMPANY | 2.05% |
| MET METLIFE INC | 1.98% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
ClearBridge Dividend Strategy Fund (SOPAX) 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 |
|---|---|---|
| WMBWILLIAMS COS INC | 4.60% | Non-compliant |
| XOMEXXONMOBIL HOLDINGS CORP | 4.05% | Compliant |
| GOOGALPHABET INC | 3.56% | Questionable |
| MSFTMICROSOFT CORP | 3.06% | Questionable |
| NVDANVIDIA CORP | 3.02% | Compliant |
| NESTLE SA-SPONS ADRnot matched to a ticker | 2.91% | Not screened |
| APDAIR PRODUCTS AND CHEMICALS INC | 2.80% | Compliant |
| APOAPOLLO GLOBAL MANAGEMENT INC | 2.76% | Non-compliant |
| ULUNILEVER PLC | 2.64% | Compliant |
| PSAPUBLIC STORAGE | 2.58% | Non-compliant |
Top 10 of 53 holdings, 32.0% 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 SOPAX. 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) | 65.00 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 171.25 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.14 | BUY |
| ROC (10) | 4.04 | BUY |
| Momentum (10) | 1.23 | BUY |
| EMA (10) | 31.19 | BUY |
| SMA (10) | 31.11 | BUY |
| EMA (20) | 31.08 | BUY |
| SMA (20) | 30.87 | BUY |
| EMA (30) | 31.10 | BUY |
| SMA (30) | 30.98 | BUY |
| EMA (50) | 31.13 | BUY |
| SMA (50) | 31.37 | BUY |
| EMA (100) | 30.93 | BUY |
| SMA (100) | 31.08 | BUY |
| EMA (200) | 30.22 | BUY |
| SMA (200) | 30.31 | 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.