Verdicts genuinely change. Free email alert the moment THOCX'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 Global Opportunities Fund · THORNBURG INVESTMENT TRUST
44 holdings
NON-COMPLIANT 45.63% of portfolio weight is in non-compliant holdings, over the 5% threshold.
44 holdings, 37 matched (92% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
2.25% of this portfolio’s income is non-permissible — weighted across holdings, computed over 78% of portfolio weight (32 of 44 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.
38.8% compliant 7.3% questionable 45.6% non-compliant 8.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| 005930.KS Samsung Electronics Co Ltd | COMPLIANT | 7.26% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 5.38% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| GOOG Alphabet Inc | QUESTIONABLE | 4.79% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| ZEG.L Zegona Communications plc | NON_COMPLIANT | 4.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| C Citigroup Inc | NON_COMPLIANT | 4.04% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| ORA.PA Orange SA | NON_COMPLIANT | 3.68% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 3.58% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 3.43% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| Thornburg Capital Management Fund | UNSCREENED | 3.35% | no in-house ratios for this holding |
| 300750.SZ Contemporary Amperex Technology Co Ltd | COMPLIANT | 3.20% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| BIRG.IR Bank of Ireland Group PLC | NON_COMPLIANT | 3.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LLY Eli Lilly & Co | COMPLIANT | 2.79% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| NN.AS NN Group NV | NON_COMPLIANT | 2.73% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FCX Freeport-McMoRan Inc | COMPLIANT | 2.71% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| T AT&T Inc | NON_COMPLIANT | 2.53% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| 0027.HK Galaxy Entertainment Group Ltd | NON_COMPLIANT | 2.48% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MTX.DE MTU Aero Engines AG | NON_COMPLIANT | 2.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RELIANCE.NS Reliance Industries Ltd | COMPLIANT | 2.28% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 0700.HK Tencent Holdings Ltd | COMPLIANT | 2.23% | AAOIFIpass Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DTE.DE Deutsche Telekom AG | NON_COMPLIANT | 2.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Mineral Resources Ltd | UNSCREENED | 2.07% | no in-house ratios for this holding |
| 4680.T Round One Corp | NON_COMPLIANT | 2.05% | AAOIFI55.7% Usmani105.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic60.7% MSCI Islamic M-Seriesfail FTSE Shariah60.7% |
| ADBE Adobe Inc | COMPLIANT | 1.98% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| SAP SAP SE | COMPLIANT | 1.97% | AAOIFI3.5% Usmani13.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic10.6% MSCI Islamic M-Series3.4% FTSE Shariah10.6% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 1.94% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BABA Alibaba Group Holding Ltd | COMPLIANT | 1.90% | AAOIFI7.6% Usmani1.1% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic1.1% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| SHEL Shell PLC | NON_COMPLIANT | 1.79% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| BKNG Booking Holdings Inc | COMPLIANT | 1.68% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CACI International Inc | UNSCREENED | 1.67% | no in-house ratios for this holding |
| 0669.HK Techtronic Industries Co Ltd | COMPLIANT | 1.54% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TSCO.L Tesco PLC | NON_COMPLIANT | 1.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CCOLA.IS Coca-Cola Icecek AS | COMPLIANT | 1.46% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TJX TJX Cos Inc/The | COMPLIANT | 1.41% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| TEP.PA Teleperformance SE | NON_COMPLIANT | 1.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| META Meta Platforms Inc | QUESTIONABLE | 1.31% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| NFLX Netflix Inc | QUESTIONABLE | 1.21% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| LHX L3Harris Technologies Inc | NON_COMPLIANT | 1.16% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| NOVO-B.CO Novo Nordisk A/S | COMPLIANT | 1.13% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| COF Capital One Financial Corp | NON_COMPLIANT | 1.11% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| Converge Information and Communications Technology Solutions Inc | UNSCREENED | 0.65% | no in-house ratios for this holding |
| MBG.DE Mercedes-Benz Group AG | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Nien Made Enterprise Co Ltd | UNSCREENED | 0.44% | no in-house ratios for this holding |
| Brown Brothers Harriman & Co. | UNSCREENED | 0.11% | no in-house ratios for this holding |
| State Street Bank & Trust Co. | UNSCREENED | 0.01% | no in-house ratios for this holding |
The published standards disagree about this fund by 12 points of portfolio weight — 43.8% of it passes AAOIFI, 31.9% 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 43.8% ratios fail on 46.4% 10.0% not rated under AAOIFI
ratios pass on 36.7% ratios fail on 41.9% 21.6% not rated under Usmani
ratios pass on 41.9% ratios fail on 44.1% 14.1% not rated under Dow Jones Islamic
ratios pass on 43.4% ratios fail on 42.7% 14.1% not rated under S&P Shariah
ratios pass on 31.9% ratios fail on 41.9% 26.4% not rated under MSCI Islamic
ratios pass on 43.4% ratios fail on 42.7% 14.1% not rated under MSCI Islamic M-Series
ratios pass on 38.1% ratios fail on 40.4% 21.6% not rated under FTSE Shariah
37 of 44 listed holdings carry our own per-methodology verdicts (92% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 18 (49% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| ZEG.L Zegona Communications plc | 4.04% |
| C Citigroup Inc | 4.04% |
| ORA.PA Orange SA | 3.68% |
| BNP.PA BNP Paribas SA | 3.58% |
| SCHW Charles Schwab Corp/The | 3.43% |
| BIRG.IR Bank of Ireland Group PLC | 3.08% |
| NN.AS NN Group NV | 2.73% |
| T AT&T Inc | 2.53% |
| 0027.HK Galaxy Entertainment Group Ltd | 2.48% |
| MTX.DE MTU Aero Engines AG | 2.43% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Thornburg Global Opportunities Fund (THOCX) 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 |
|---|---|---|
| 005930.KSSamsung Electronics Co Ltd | 7.26% | Compliant |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 5.38% | Compliant |
| GOOGAlphabet Inc | 4.79% | Questionable |
| ZEG.LZegona Communications plc | 4.04% | Non-compliant |
| CCitigroup Inc | 4.04% | Non-compliant |
| ORA.PAOrange SA | 3.68% | Non-compliant |
| BNP.PABNP Paribas SA | 3.58% | Non-compliant |
| SCHWCharles Schwab Corp/The | 3.43% | Non-compliant |
| Thornburg Capital Management Fundnot matched to a ticker | 3.35% | Not screened |
| 300750.SZContemporary Amperex Technology Co Ltd | 3.20% | Compliant |
Top 10 of 44 holdings, 42.7% 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 THOCX. 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 4 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) | 33.80 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -103.81 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.04 | SELL |
| ROC (10) | -0.52 | SELL |
| Momentum (10) | -0.26 | SELL |
| EMA (10) | 49.96 | SELL |
| SMA (10) | 49.97 | SELL |
| EMA (20) | 50.30 | SELL |
| SMA (20) | 50.33 | SELL |
| EMA (30) | 50.53 | SELL |
| SMA (30) | 50.73 | SELL |
| EMA (50) | 50.69 | SELL |
| SMA (50) | 51.36 | SELL |
| EMA (100) | 50.35 | SELL |
| SMA (100) | 50.64 | SELL |
| EMA (200) | 48.93 | BUY |
| SMA (200) | 49.44 | 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.