Verdicts genuinely change. Free email alert the moment SVFCX'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.
Smead Value Fund · Smead Funds Trust
27 holdings
NON-COMPLIANT 41.53% of portfolio weight is in non-compliant holdings, over the 5% threshold.
27 holdings, 22 matched (84% of weight). Portfolio as of 2026-05-29, filed 2026-07-23. Source: SEC Form N-PORT.
3.71% of this portfolio’s income is non-permissible — weighted across holdings, computed over 69% of portfolio weight (17 of 27 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.
38.7% compliant 3.8% questionable 41.5% non-compliant 16.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NORTHERN INSTITUTIONAL FUNDS | UNSCREENED | 7.35% | no in-house ratios for this holding |
| CVE CENOVUS ENERGY INC | COMPLIANT | 6.88% | AAOIFI13.4% Usmani17.3% Dow Jones Islamic23.2% S&P Shariah23.5% MSCI Islamic17.3% MSCI Islamic M-Series23.5% FTSE Shariah17.3% |
| SPG SIMON PROPERTY GROUP INC | NON_COMPLIANT | 6.12% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| APA APA CORP | NON_COMPLIANT | 6.09% | AAOIFI25.9% Usmani21.6% Dow Jones Islamic42.6% S&P Shariah41.4% MSCI Islamic21.6% MSCI Islamic M-Series41.4% FTSE Shariah20.8% |
| MRK MERCK & COMPANY INC | COMPLIANT | 5.91% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| MAC MACERICH COMPANY (THE) | NON_COMPLIANT | 5.52% | AAOIFI73.6% Usmani56.9% Dow Jones Islamic104.4% S&P Shariah119.9% MSCI Islamic56.9% MSCI Islamic M-Series119.9% FTSE Shariah56.9% |
| AMGN AMGEN INC | COMPLIANT | 4.74% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DHI D.R. HORTON INC | COMPLIANT | 4.44% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FANG DIAMONDBACK ENERGY INC | COMPLIANT | 4.13% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| LEN LENNAR CORP | NON_COMPLIANT | 3.87% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| AXP AMERICAN EXPRESS COMPANY | NON_COMPLIANT | 3.84% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| COP CONOCOPHILLIPS | COMPLIANT | 3.84% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| TGT TARGET CORP | QUESTIONABLE | 3.82% | AAOIFI25.0% Usmani30.5% Dow Jones Islamic36.2% S&P Shariah34.4% MSCI Islamic30.5% MSCI Islamic M-Series34.4% FTSE Shariah25.1% |
| NVR NVR INC | COMPLIANT | 3.68% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| OXY OCCIDENTAL PETROLEUM CORP | NON_COMPLIANT | 3.46% | AAOIFI24.4% Usmani19.4% Dow Jones Islamic31.4% S&P Shariah30.3% MSCI Islamic18.2% MSCI Islamic M-Series30.3% FTSE Shariah17.1% |
| FITB FIFTH THIRD BANCORP | NON_COMPLIANT | 3.38% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 2.87% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| WESTERN ALLIANCE BANCORP | UNSCREENED | 2.71% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 2.67% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 2.51% | no in-house ratios for this holding |
| CACC CREDIT ACCEPTANCE CORP | NON_COMPLIANT | 2.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| U-HAUL HOLDING COMPANY | UNSCREENED | 2.26% | no in-house ratios for this holding |
| HD HOME DEPOT INC (THE) | COMPLIANT | 1.96% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| EBAY EBAY INC | COMPLIANT | 1.90% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| ULTA ULTA BEAUTY INC | COMPLIANT | 1.28% | AAOIFI10.7% Usmani36.2% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic36.2% MSCI Islamic M-Series11.8% FTSE Shariah4.9% |
| MTB M&T BANK CORP | NON_COMPLIANT | 1.28% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| CROCS INC | UNSCREENED | 1.24% | no in-house ratios for this holding |
The published standards disagree about this fund by 19 points of portfolio weight — 50.2% of it passes AAOIFI, 30.9% 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 50.2% ratios fail on 25.4% 24.5% not rated under AAOIFI
ratios pass on 30.9% ratios fail on 29.0% 40.3% not rated under Usmani
ratios pass on 36.5% ratios fail on 35.4% 28.4% not rated under Dow Jones Islamic
ratios pass on 36.5% ratios fail on 35.4% 28.4% not rated under S&P Shariah
ratios pass on 35.3% ratios fail on 29.0% 35.9% not rated under MSCI Islamic
ratios pass on 36.5% ratios fail on 35.4% 28.4% not rated under MSCI Islamic M-Series
ratios pass on 36.6% ratios fail on 29.0% 34.6% not rated under FTSE Shariah
22 of 27 listed holdings carry our own per-methodology verdicts (84% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 20 (77% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SPG SIMON PROPERTY GROUP INC | 6.12% |
| APA APA CORP | 6.09% |
| MAC MACERICH COMPANY (THE) | 5.52% |
| LEN LENNAR CORP | 3.87% |
| AXP AMERICAN EXPRESS COMPANY | 3.84% |
| OXY OCCIDENTAL PETROLEUM CORP | 3.46% |
| FITB FIFTH THIRD BANCORP | 3.38% |
| BAC BANK OF AMERICA CORP | 2.87% |
| UNH UNITEDHEALTH GROUP INC | 2.67% |
| CACC CREDIT ACCEPTANCE CORP | 2.43% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Smead Value Fund (SVFCX) 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 |
|---|---|---|
| NORTHERN INSTITUTIONAL FUNDSnot matched to a ticker | 7.35% | Not screened |
| CVECENOVUS ENERGY INC | 6.88% | Compliant |
| SPGSIMON PROPERTY GROUP INC | 6.12% | Non-compliant |
| APAAPA CORP | 6.09% | Non-compliant |
| MRKMERCK & COMPANY INC | 5.91% | Compliant |
| MACMACERICH COMPANY (THE) | 5.52% | Non-compliant |
| AMGNAMGEN INC | 4.74% | Compliant |
| DHID.R. HORTON INC | 4.44% | Compliant |
| FANGDIAMONDBACK ENERGY INC | 4.13% | Compliant |
| LENLENNAR CORP | 3.87% | Non-compliant |
Top 10 of 27 holdings, 55.0% 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 SVFCX. 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 2 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) | 51.10 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 63.01 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.18 | BUY |
| ROC (10) | 1.09 | BUY |
| Momentum (10) | 1.02 | BUY |
| EMA (10) | 94.01 | BUY |
| SMA (10) | 93.55 | BUY |
| EMA (20) | 94.39 | BUY |
| SMA (20) | 94.14 | BUY |
| EMA (30) | 94.77 | BUY |
| SMA (30) | 95.19 | SELL |
| EMA (50) | 94.89 | SELL |
| SMA (50) | 96.12 | SELL |
| EMA (100) | 93.51 | BUY |
| SMA (100) | 94.10 | BUY |
| EMA (200) | 89.26 | BUY |
| SMA (200) | 89.48 | 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.