Verdicts genuinely change. Free email alert the moment THCHX'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.
Thornburg Core Plus Bond Fund · THORNBURG INVESTMENT TRUST
326 holdings
NON-COMPLIANT At least 49.17% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 49% turns out to be. Matching more holdings can only raise this share, never lower it.
39.55% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
326 holdings, 114 matched (51% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
8.79% of this portfolio’s income is non-permissible — weighted across holdings, computed over 10% of portfolio weight (41 of 326 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 |
|---|---|---|---|
| United States Treasury | NON_COMPLIANT | 2.53% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.30% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.28% | no in-house ratios for this holding |
| Thornburg Capital Management Fund | UNSCREENED | 2.08% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.07% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.95% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.85% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.66% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.59% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.50% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.46% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.40% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.96% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.91% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.82% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.82% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.74% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.67% | no in-house ratios for this holding |
| BANK OF NY MELLON CORP | UNSCREENED | 0.65% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.64% | no in-house ratios for this holding |
| BECLE SA DE CV | UNSCREENED | 0.58% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.57% | no in-house ratios for this holding |
| FEDERAL HOME LOAN BANK | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| FIRSTCASH INC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| COMM Mortgage Trust | UNSCREENED | 0.52% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.52% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| InStar Leasing V, LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.48% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.47% | no in-house ratios for this holding |
| WHISTLER PIPELINE LLC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| GREENSAIF PIPELINES BIDC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.46% | no in-house ratios for this holding |
| BOOZ ALLEN HAMILTON INC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| HTGC HERCULES CAPITAL INC | NON_COMPLIANT | 0.45% | AAOIFI70.8% Usmani49.8% Dow Jones Islamic82.8% S&P Shariah90.0% MSCI Islamic49.8% MSCI Islamic M-Series90.0% FTSE Shariah49.8% |
| Fannie Mae | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| EAGLE FUNDING LUXCO SARL | UNSCREENED | 0.44% | no in-house ratios for this holding |
| FLO FLOWERS FOODS INC | NON_COMPLIANT | 0.44% | AAOIFI150.7% Usmani47.9% Dow Jones Islamic71.4% S&P Shariah61.7% MSCI Islamic47.9% MSCI Islamic M-Series61.7% FTSE Shariah40.3% |
| Ajax Mortgage Loan Trust | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| MAIN MAIN STREET CAPITAL CORP | NON_COMPLIANT | 0.42% | AAOIFI47.0% Usmani42.6% Dow Jones Islamic53.0% S&P Shariah59.6% MSCI Islamic42.6% MSCI Islamic M-Series59.6% FTSE Shariah42.6% |
| Lex Commercial Loan Master Trust | UNSCREENED | 0.42% | no in-house ratios for this holding |
| Ajax Mortgage Loan Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| Sequoia Mortgage Trust | UNSCREENED | 0.39% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.38% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| ARCOS DORADOS BV | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Freddie Mac - SCRT | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| CPT MORTGAGE TRUST | UNSCREENED | 0.38% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.38% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| Fannie Mae | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| DC Office Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| SCIENCE APPLICATIONS INT | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| Towd Point Asset Trust | UNSCREENED | 0.37% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.37% | no in-house ratios for this holding |
| THC TENET HEALTHCARE CORP | NON_COMPLIANT | 0.37% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| MWA MUELLER WATER PRODUCTS | COMPLIANT | 0.37% | AAOIFI12.2% Usmani23.2% Dow Jones Islamic11.6% S&P Shariah13.3% MSCI Islamic23.2% MSCI Islamic M-Series13.3% FTSE Shariah23.2% |
| Towd Point Mortgage Trust | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| SUN SUNOCO LP | NON_COMPLIANT | 0.36% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| CALAMOS STRATEGIC TOTAL RETURN | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Goodgreen Trust | UNSCREENED | 0.36% | no in-house ratios for this holding |
| CNTL AMR BOTTLING CORP | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| Manhattan West | UNSCREENED | 0.35% | no in-house ratios for this holding |
| EquipmentShare | UNSCREENED | 0.35% | no in-house ratios for this holding |
| NAVOI MINING METALLURGIC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| GABELLI DVD & INC TR | UNSCREENED | 0.35% | no in-house ratios for this holding |
| U.K. Gilts | UNSCREENED | 0.35% | no in-house ratios for this holding |
| KENTUCKY POWER CO | UNSCREENED | 0.35% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.34% | no in-house ratios for this holding |
| NMLT Trust | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| Mill City Mortgage Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.33% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| BELRON UK FINANCE PLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Continental Finance Credit Credit Card ABS Master Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| SAUDI INTERNATIONAL BOND | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Loanpal Solar Loan Ltd. | UNSCREENED | 0.33% | no in-house ratios for this holding |
| GL GLOBE LIFE INC | NON_COMPLIANT | 0.33% | AAOIFI22.0% Usmani9.3% Dow Jones Islamic27.1% S&P Shariah28.2% MSCI Islamic9.3% MSCI Islamic M-Series28.2% FTSE Shariah9.3% |
| COMMONBOND STUDENT LOAN TRUST | UNSCREENED | 0.33% | no in-house ratios for this holding |
| COBANK ACB | UNSCREENED | 0.33% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.32% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Harvest SBA Loan Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| HORACE MANN EDUCATORS CO | UNSCREENED | 0.32% | no in-house ratios for this holding |
| LPL HOLDINGS INC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| Service Experts Issuer | UNSCREENED | 0.32% | no in-house ratios for this holding |
| GENPACT UK/USA INC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 0.32% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| TURKCELL ILETISIM HIZMET | UNSCREENED | 0.32% | no in-house ratios for this holding |
| DAVINCIRE HOLDINGS LTD | UNSCREENED | 0.32% | no in-house ratios for this holding |
| UNM UNUM GROUP | NON_COMPLIANT | 0.32% | AAOIFI24.7% Usmani5.9% Dow Jones Islamic29.4% S&P Shariah32.7% MSCI Islamic5.9% MSCI Islamic M-Series32.7% FTSE Shariah5.9% |
| NVENT FINANCE SARL | UNSCREENED | 0.32% | no in-house ratios for this holding |
| F&G GLOBAL FUNDING | UNSCREENED | 0.32% | no in-house ratios for this holding |
| LNC LINCOLN NATIONAL CORP | NON_COMPLIANT | 0.32% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.32% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| TRANSDIGM INC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| CONSTELLATION GLO FNDG | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| QRVO QORVO INC | COMPLIANT | 0.31% | AAOIFI18.1% Usmani27.6% Dow Jones Islamic20.6% S&P Shariah18.7% MSCI Islamic27.6% MSCI Islamic M-Series18.7% FTSE Shariah26.6% |
| Freddie Mac | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| OMNIS FUNDING TRUST | UNSCREENED | 0.31% | no in-house ratios for this holding |
| COMCAST HOLDINGS CORP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Knock Issuer Trust 2025-1 | UNSCREENED | 0.31% | no in-house ratios for this holding |
| STEWART INFORMATION SERV | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UHS UNIVERSAL HEALTH SVCS | NON_COMPLIANT | 0.31% | AAOIFI52.8% Usmani33.0% Dow Jones Islamic45.9% S&P Shariah48.2% MSCI Islamic33.0% MSCI Islamic M-Series48.2% FTSE Shariah30.4% |
| Morgan Stanley Capital I Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| CNC CENTENE CORP | NON_COMPLIANT | 0.31% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| CDW LLC/CDW FINANCE | UNSCREENED | 0.31% | no in-house ratios for this holding |
| US FOODS INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| SRG.MI SNAM SPA | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SYDNEY AIRPORT FINANCE | UNSCREENED | 0.31% | no in-house ratios for this holding |
| PEACHTREE FUND TRUST II | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Toorak Mortgage Corp. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| First Help Financial LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.30% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| Fannie Mae | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| SANTANDER HOLDINGS USA | UNSCREENED | 0.29% | no in-house ratios for this holding |
| ITC HOLDINGS CORP | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.29% | no in-house ratios for this holding |
| LKQ LKQ CORP | NON_COMPLIANT | 0.29% | AAOIFI24.7% Usmani9.2% Dow Jones Islamic17.0% S&P Shariah15.2% MSCI Islamic9.2% MSCI Islamic M-Series15.2% FTSE Shariah0.0% |
| Freddie Mac | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.29% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| Bunker Hill Loan Depositary Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Crossroads Asset Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| PIF.TO POLARIS RENEWABLE ENERGY | NON_COMPLIANT | 0.27% | AAOIFI105.5% Usmani41.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic41.1% MSCI Islamic M-Seriesfail FTSE Shariah41.1% |
| CAMERON LNG LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| National Collegiate Student Loan Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CORP FINANCIERA DE DESAR | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ASPEN INSURANCE HLDG LTD | UNSCREENED | 0.27% | no in-house ratios for this holding |
| FARM CREDIT BK OF TEXAS | UNSCREENED | 0.26% | no in-house ratios for this holding |
| INSIGHT ENTERPRS | UNSCREENED | 0.26% | no in-house ratios for this holding |
| SOUTHWESTERN PUBLIC SERV | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Tesla Sustainable Energy Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| SS&C TECHNOLOGIES INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Fortiva Retail Credit Master Note Business Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| harvest commercial capital loan trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Theorem Funding Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| TEACHERS INSUR & ANNUITY | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Chase Mortgage Finance Corporation | UNSCREENED | 0.25% | no in-house ratios for this holding |
| GoodLeap Sustainable Home Improvement Loan Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Farmer Mac Agricultural Real Estate Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| REPUBLIC OF ALBANIA | UNSCREENED | 0.25% | no in-house ratios for this holding |
| LIBERTY UTILITIES CO | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Hudson Yards | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EL PUERTO DE LIVERPOOL | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Sunnova Hestia II Issuer, LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| ENERGEAN ISRAEL FINANCE | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Lobel Automobile Receivables Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| UZBEKISTAN INTL BOND | UNSCREENED | 0.23% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.23% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| Citigroup Mortgage Loan Trust Inc | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Exeter Automobile Receivables Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| KEYSPAN GAS EAST CORP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| CNO CNO FINANCIAL GROUP INC | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.21% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| Fannie Mae | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| WESCO DISTRIBUTION INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Ascent Education Funding Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| ZBRA ZEBRA TECHNOLOGIES CORP | COMPLIANT | 0.21% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| OWS Structured Asset Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| IQVIA INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| IQVIA INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| NTT FINANCE CORP | UNSCREENED | 0.21% | no in-house ratios for this holding |
| LSEG US FIN CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| COLT Funding LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| HIGHMARK INC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| WB Commercial Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| SAMMONS FINANCIAL GROUP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.20% | no in-house ratios for this holding |
| SPACE EXPLORATION TECH | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PUGET ENERGY INC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| EVERGY MISSOURI WEST INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BOSTON GAS COMPANY | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CLECO POWER LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| VSP OPTICAL GROUP INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PROTECTIVE LIFE CORP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| RAIZEN FUELS FINANCE | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BAT CAPITAL CORP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| COMISION FEDERAL DE ELEC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Reach Financial LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Navient Student Loan Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| AUGUSTA SPINCO CORPORATI | UNSCREENED | 0.18% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FIN DEPT GOVT SHARJAH | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SFO Commerical Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Upstart Securitization Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| IRM IRON MOUNTAIN INC | NON_COMPLIANT | 0.17% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| TPG OPERATING GROUP II | UNSCREENED | 0.17% | no in-house ratios for this holding |
| TRMB TRIMBLE INC | COMPLIANT | 0.17% | AAOIFI10.6% Usmani17.1% Dow Jones Islamic8.8% S&P Shariah9.4% MSCI Islamic17.1% MSCI Islamic M-Series9.4% FTSE Shariah17.1% |
| OneMain Direct Auto Receivables Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FIN DEPT GOVT SHARJAH | UNSCREENED | 0.17% | no in-house ratios for this holding |
| F&G GLOBAL FUNDING | UNSCREENED | 0.17% | no in-house ratios for this holding |
| EGYPT GOVERNMENT BOND | UNSCREENED | 0.17% | no in-house ratios for this holding |
| STREAM INNOVATIONS ISSUER TRUST | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FORTITUDE GROUP HOLDINGS | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SUN SUNOCO LP | NON_COMPLIANT | 0.16% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| United States Treasury | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| GoodLeap Sustainable Home Improvement Loan Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Homeward Opportunities Fund I Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LINEAGE OP LP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Upstart Securitization Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CCI CROWN CASTLE INC | NON_COMPLIANT | 0.15% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FIDELITY NATL INFO SERV | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| HORSESHOE FUND TRST I | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.15% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Fannie Mae | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| ORI OLD REPUBLIC INTL CORP | NON_COMPLIANT | 0.15% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DOMINICAN REPUBLIC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.15% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| MEDLINE BORROWER LP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.14% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
The published standards disagree about this fund by 1 points of portfolio weight — 2.6% of it passes Dow Jones Islamic, 1.6% 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 2.3% ratios fail on 8.9% 89.2% not rated under AAOIFI
ratios pass on 1.9% ratios fail on 8.6% 89.8% not rated under Usmani
ratios pass on 2.6% ratios fail on 8.5% 89.3% not rated under Dow Jones Islamic
ratios pass on 2.3% ratios fail on 8.8% 89.3% not rated under S&P Shariah
ratios pass on 1.6% ratios fail on 9.0% 89.8% not rated under MSCI Islamic
ratios pass on 2.3% ratios fail on 8.8% 89.3% not rated under MSCI Islamic M-Series
ratios pass on 2.3% ratios fail on 8.5% 89.6% not rated under FTSE Shariah
41 of 326 listed holdings carry our own per-methodology verdicts (11% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 32 (9% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States Treasury | 2.53% |
| United States Treasury | 2.30% |
| United States Treasury | 2.28% |
| United States Treasury | 2.07% |
| United States Treasury | 1.95% |
| United States Treasury | 1.85% |
| United States Treasury | 1.66% |
| Fannie Mae | 1.59% |
| United States Treasury | 1.50% |
| Fannie Mae | 1.46% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Thornburg Core Plus Bond Fund (THCHX) 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 |
|---|---|---|
| United States Treasurynot matched to a ticker | 2.53% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.30% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.28% | Non-compliant |
| Thornburg Capital Management Fundnot matched to a ticker | 2.08% | Not screened |
| United States Treasurynot matched to a ticker | 2.07% | Non-compliant |
| United States Treasurynot matched to a ticker | 1.95% | Non-compliant |
| United States Treasurynot matched to a ticker | 1.85% | Non-compliant |
| United States Treasurynot matched to a ticker | 1.66% | Non-compliant |
| Fannie Maenot matched to a ticker | 1.59% | Non-compliant |
| United States Treasurynot matched to a ticker | 1.50% | Non-compliant |
Top 10 of 326 holdings, 19.8% 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 THCHX. 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
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.