Verdicts genuinely change. Free email alert the moment TGDVX'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.
TCW Relative Value Large Cap Fund · TCW FUNDS INC
47 holdings
NON-COMPLIANT 45.96% of portfolio weight is in non-compliant holdings, over the 5% threshold.
47 holdings, 44 matched (98% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
3.32% of this portfolio’s income is non-permissible — weighted across holdings, computed over 80% of portfolio weight (36 of 47 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.
37.2% compliant 14.6% questionable 46.0% non-compliant 2.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AMZN Amazon.com Inc | QUESTIONABLE | 5.31% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MSFT Microsoft Corp | QUESTIONABLE | 5.02% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| BNY Bank of New York Mellon Corp/The | NON_COMPLIANT | 4.50% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 4.31% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| MRK Merck & Co Inc | COMPLIANT | 3.31% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 3.26% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| VG Venture Global Inc | NON_COMPLIANT | 3.17% | AAOIFI137.8% Usmani69.6% Dow Jones Islamic142.4% S&P Shariahfail MSCI Islamic69.2% MSCI Islamic M-Seriesfail FTSE Shariah68.0% |
| CSCO Cisco Systems Inc | COMPLIANT | 3.04% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| CSX CSX Corp | COMPLIANT | 2.91% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AME AMETEK Inc | COMPLIANT | 2.86% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| EQH Equitable Holdings Inc | NON_COMPLIANT | 2.85% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| JCI Johnson Controls International plc | COMPLIANT | 2.76% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| ABBV AbbVie Inc | COMPLIANT | 2.59% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 2.58% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| TGT Target Corp | QUESTIONABLE | 2.57% | AAOIFI25.0% Usmani30.5% Dow Jones Islamic36.2% S&P Shariah34.4% MSCI Islamic30.5% MSCI Islamic M-Series34.4% FTSE Shariah25.1% |
| XOM ExxonMobil Holdings Corp | COMPLIANT | 2.44% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| UPS United Parcel Service Inc | NON_COMPLIANT | 2.24% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| MU Micron Technology Inc | COMPLIANT | 2.22% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| AKAM Akamai Technologies Inc | NON_COMPLIANT | 2.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HPE Hewlett Packard Enterprise Co | NON_COMPLIANT | 2.17% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| KDP Keurig Dr Pepper Inc | NON_COMPLIANT | 2.08% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| FCX Freeport-McMoRan Inc | COMPLIANT | 2.06% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| PFE Pfizer Inc | NON_COMPLIANT | 2.01% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| LEN Lennar Corp | NON_COMPLIANT | 1.95% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| MCK McKesson Corp | COMPLIANT | 1.95% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| DD DuPont de Nemours Inc | COMPLIANT | 1.94% | AAOIFI17.6% Usmani14.8% Dow Jones Islamic12.1% S&P Shariah11.4% MSCI Islamic14.8% MSCI Islamic M-Series11.4% FTSE Shariah14.8% |
| ETR Entergy Corp | NON_COMPLIANT | 1.87% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| APO Apollo Global Management Inc | NON_COMPLIANT | 1.82% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| META Meta Platforms Inc | QUESTIONABLE | 1.69% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| BKR Baker Hughes Co | NON_COMPLIANT | 1.68% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NI NiSource Inc | NON_COMPLIANT | 1.68% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| NTAP NetApp Inc | COMPLIANT | 1.54% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| AMT American Tower Corp | NON_COMPLIANT | 1.43% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EQIX Equinix Inc | COMPLIANT | 1.42% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| APG API Group Corp | COMPLIANT | 1.28% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TCW Central Cash Fund | UNSCREENED | 1.26% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 1.24% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| JLL Jones Lang LaSalle Inc | NON_COMPLIANT | 1.11% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| DHR Danaher Corp | COMPLIANT | 1.11% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| FTI TechnipFMC PLC | COMPLIANT | 1.07% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| CHD Church & Dwight Co Inc | COMPLIANT | 1.07% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic10.4% S&P Shariah10.4% MSCI Islamic26.7% MSCI Islamic M-Series10.4% FTSE Shariah24.8% |
| TMUS T-Mobile US Inc | NON_COMPLIANT | 0.99% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| Xylem Inc/NY | UNSCREENED | 0.92% | no in-house ratios for this holding |
| MDT Medtronic PLC | COMPLIANT | 0.89% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| SRE Sempra | NON_COMPLIANT | 0.82% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| AMKR Amkor Technology Inc | COMPLIANT | 0.73% | AAOIFI12.6% Usmani19.6% Dow Jones Islamic16.4% S&P Shariah17.6% MSCI Islamic18.0% MSCI Islamic M-Series17.6% FTSE Shariah17.2% |
| State Street Global Advisors | UNSCREENED | 0.04% | no in-house ratios for this holding |
The published standards disagree about this fund by 11 points of portfolio weight — 55.3% of it passes AAOIFI, 44.5% 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 55.3% ratios fail on 31.8% 12.8% not rated under AAOIFI
ratios pass on 50.9% ratios fail on 33.0% 16.0% not rated under Usmani
ratios pass on 46.7% ratios fail on 38.5% 14.8% not rated under Dow Jones Islamic
ratios pass on 48.6% ratios fail on 36.6% 14.8% not rated under S&P Shariah
ratios pass on 44.5% ratios fail on 39.4% 16.0% not rated under MSCI Islamic
ratios pass on 48.6% ratios fail on 36.6% 14.8% not rated under MSCI Islamic M-Series
ratios pass on 48.7% ratios fail on 35.2% 16.0% not rated under FTSE Shariah
44 of 47 listed holdings carry our own per-methodology verdicts (98% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 38 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BNY Bank of New York Mellon Corp/The | 4.50% |
| JPM JPMorgan Chase & Co | 4.31% |
| ICE Intercontinental Exchange Inc | 3.26% |
| VG Venture Global Inc | 3.17% |
| EQH Equitable Holdings Inc | 2.85% |
| UNH UnitedHealth Group Inc | 2.58% |
| UPS United Parcel Service Inc | 2.24% |
| AKAM Akamai Technologies Inc | 2.22% |
| HPE Hewlett Packard Enterprise Co | 2.17% |
| KDP Keurig Dr Pepper Inc | 2.08% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
TCW Relative Value Large Cap Fund (TGDVX) 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 |
|---|---|---|
| AMZNAmazon.com Inc | 5.31% | Questionable |
| MSFTMicrosoft Corp | 5.02% | Questionable |
| BNYBank of New York Mellon Corp/The | 4.50% | Non-compliant |
| JPMJPMorgan Chase & Co | 4.31% | Non-compliant |
| MRKMerck & Co Inc | 3.31% | Compliant |
| ICEIntercontinental Exchange Inc | 3.26% | Non-compliant |
| VGVenture Global Inc | 3.17% | Non-compliant |
| CSCOCisco Systems Inc | 3.04% | Compliant |
| CSXCSX Corp | 2.91% | Compliant |
| AMEAMETEK Inc | 2.86% | Compliant |
Top 10 of 47 holdings, 37.7% 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 TGDVX. 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) | 45.80 | NEUTRAL |
| Stochastic %K (14) | 36.00 | NEUTRAL |
| CCI (20) | -58.48 | NEUTRAL |
| Williams %R (14) | -64.00 | NEUTRAL |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -0.35 | SELL |
| Momentum (10) | -0.06 | SELL |
| EMA (10) | 17.31 | SELL |
| SMA (10) | 17.36 | SELL |
| EMA (20) | 17.30 | SELL |
| SMA (20) | 17.28 | SELL |
| EMA (30) | 17.28 | SELL |
| SMA (30) | 17.28 | SELL |
| EMA (50) | 17.21 | SELL |
| SMA (50) | 17.34 | SELL |
| EMA (100) | 16.91 | BUY |
| SMA (100) | 16.97 | BUY |
| EMA (200) | 16.23 | BUY |
| SMA (200) | 16.20 | 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.