Verdicts genuinely change. Free email alert the moment THRRX'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 Limited Term Income Fund · THORNBURG INVESTMENT TRUST
818 holdings
NON-COMPLIANT At least 37.80% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 59% turns out to be. Matching more holdings can only raise this share, never lower it.
27.69% 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.
818 holdings, 253 matched (41% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
7.27% of this portfolio’s income is non-permissible — weighted across holdings, computed over 12% of portfolio weight (94 of 818 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 |
|---|---|---|---|
| Thornburg Capital Management Fund | UNSCREENED | 3.19% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.09% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.61% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.23% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.82% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.65% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| Diamond Infrastructure Funding LLC | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Rate Mortgage Trust | UNSCREENED | 0.56% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.56% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.46% | no in-house ratios for this holding |
| GABELLI DVD & INC TR | UNSCREENED | 0.45% | no in-house ratios for this holding |
| SNX TD SYNNEX CORP | COMPLIANT | 0.44% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| Diamond Issuer LLC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| SBA TOWER TRUST | UNSCREENED | 0.43% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust Inc | UNSCREENED | 0.39% | no in-house ratios for this holding |
| BECLE SA DE CV | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Freddie Mac - SLST | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| SA GLOBAL SUKUK LTD | UNSCREENED | 0.38% | no in-house ratios for this holding |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.37% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| JP Morgan Mortgage Trust | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| EBAY eBay Inc | COMPLIANT | 0.35% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| Freddie Mac | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| GAZPROM PJSC (GAZ FN) | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| SYDNEY AIRPORT FINANCE | UNSCREENED | 0.31% | no in-house ratios for this holding |
| BLUE OWL CREDIT INCOME | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| HORACE MANN EDUCATORS CO | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Westlake Automobile Receivables Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| HALEON US CAPITAL LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| E.ON SE | UNSCREENED | 0.29% | no in-house ratios for this holding |
| NLG GLOBAL FUNDING | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| JBL Jabil Inc | COMPLIANT | 0.29% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| PRKCM Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| FEDERAL FARM CREDIT BANK | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| STEWART INFORMATION SERV | UNSCREENED | 0.28% | no in-house ratios for this holding |
| MA'ADEN SUKUK LTD | UNSCREENED | 0.28% | no in-house ratios for this holding |
| FannieMae Grantor Trust | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.28% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| Onslow Bay Financial LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| One Bryant Park Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.27% | no in-house ratios for this holding |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| Toorak Mortgage Corp. | UNSCREENED | 0.27% | no in-house ratios for this holding |
| PELAGOS INSURANCE CAPITA | UNSCREENED | 0.27% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| NORTHWESTERN CORP | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CNO GLOBAL FUNDING | UNSCREENED | 0.26% | no in-house ratios for this holding |
| ANG-PD AMERICAN NATIONAL GROUP | NON_COMPLIANT | 0.26% | AAOIFI159.9% Usmani2.2% Dow Jones Islamic1251693.9% S&P Shariahfail MSCI Islamic2.2% MSCI Islamic M-Seriesfail FTSE Shariah2.2% |
| Freddie Mac | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| NBK SPC LTD | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.26% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ABU DHABI DEVELOPMENT HO | UNSCREENED | 0.25% | no in-house ratios for this holding |
| FHLMC Multifamily Structured Pass Through Certs. | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| GEHC GE HEALTHCARE TECH INC | NON_COMPLIANT | 0.25% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| SLM Student Loan Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Videotron Ltd | UNSCREENED | 0.24% | no in-house ratios for this holding |
| RCI-B.TO Rogers Communications Inc | NON_COMPLIANT | 0.24% | AAOIFI162.3% Usmani52.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic49.1% MSCI Islamic M-Seriesfail FTSE Shariah49.1% |
| Freddie Mac | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| FLO FLOWERS FOODS INC | NON_COMPLIANT | 0.24% | AAOIFI150.7% Usmani47.9% Dow Jones Islamic71.4% S&P Shariah61.7% MSCI Islamic47.9% MSCI Islamic M-Series61.7% FTSE Shariah40.3% |
| GALAXY PIPELINE ASSETS | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Freddie Mac - SCRT | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| Freddie Mac - SLST | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| KD KYNDRYL HOLDINGS INC | NON_COMPLIANT | 0.23% | AAOIFI228.4% Usmani56.0% Dow Jones Islamic108.6% S&P Shariah116.1% MSCI Islamic54.4% MSCI Islamic M-Series116.1% FTSE Shariah47.2% |
| MAIN MAIN STREET CAPITAL CORP | NON_COMPLIANT | 0.23% | AAOIFI47.0% Usmani42.6% Dow Jones Islamic53.0% S&P Shariah59.6% MSCI Islamic42.6% MSCI Islamic M-Series59.6% FTSE Shariah42.6% |
| WESTERN-SOUTHERN GLOBAL | UNSCREENED | 0.23% | no in-house ratios for this holding |
| HTGC HERCULES CAPITAL INC | NON_COMPLIANT | 0.23% | 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 | 0.23% | no in-house ratios for this holding |
| OCPNF OLYMPUS CORP | COMPLIANT | 0.22% | AAOIFI10.5% Usmani15.6% Dow Jones Islamic10.5% S&P Shariah10.1% MSCI Islamic15.6% MSCI Islamic M-Series10.1% FTSE Shariah15.6% |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| TRANSURBAN FINANCE CO | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Freddie Mac - SCRT | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Loanpal Solar Loan Ltd. | UNSCREENED | 0.22% | no in-house ratios for this holding |
| MUTUAL OF OMAHA GLOBAL | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ARES CAPITAL CORP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ULS UL SOLUTIONS INC | COMPLIANT | 0.21% | AAOIFI3.2% Usmani15.3% Dow Jones Islamic3.4% S&P Shariahpass MSCI Islamic15.3% MSCI Islamic M-Seriespass FTSE Shariah9.7% |
| CHNGE Mortgage Trust 2022-2 | UNSCREENED | 0.21% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| DataBank Issuer LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Freddie Mac - SCRT | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| MIDWEST CONNECTOR CAPIT | UNSCREENED | 0.21% | no in-house ratios for this holding |
| QRVO QORVO INC | COMPLIANT | 0.21% | AAOIFI18.1% Usmani27.6% Dow Jones Islamic20.6% S&P Shariah18.7% MSCI Islamic27.6% MSCI Islamic M-Series18.7% FTSE Shariah26.6% |
| BRIGHTHSE FIN GLBL FUND | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| CROWN CASTLE TOWERS LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| T.TO TELUS CORP | NON_COMPLIANT | 0.21% | AAOIFI160.4% Usmani52.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic52.8% MSCI Islamic M-Seriesfail FTSE Shariah52.8% |
| ITC HOLDINGS CORP | UNSCREENED | 0.21% | no in-house ratios for this holding |
| GRAY OAK PIPELINE LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| HCA Inc | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PRX.AS PROSUS NV | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Navient Student Loan Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Santander Drive Auto Receivables Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| ITC HOLDINGS CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| SLG Office Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BIO-RAD LABS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Retained Vantage Data Centers Issuer, LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 0.19% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| United States Treasury | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| harvest commercial capital loan trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GoodLeap Sustainable Home Improvement Loan Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| CALEDONIA GENERA | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ASCOT GROUP LTD | UNSCREENED | 0.19% | no in-house ratios for this holding |
| F&G GLOBAL FUNDING | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| AUGUSTA SPINCO CORPORATI | UNSCREENED | 0.19% | no in-house ratios for this holding |
| RELIANCE STAND LIFE II | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CPB Campbell's Company/The | NON_COMPLIANT | 0.18% | AAOIFI123.5% Usmani48.1% Dow Jones Islamic84.1% S&P Shariah75.7% MSCI Islamic47.6% MSCI Islamic M-Series75.7% FTSE Shariah45.6% |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 0.18% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PRKCM Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| BAT CAPITAL CORP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| DXC DXC TECHNOLOGY CO | NON_COMPLIANT | 0.18% | AAOIFI224.0% Usmani33.5% Dow Jones Islamic156.3% S&P Shariah135.8% MSCI Islamic32.3% MSCI Islamic M-Series135.8% FTSE Shariah27.1% |
| Freddie Mac | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| SAUDI INTERNATIONAL BOND | UNSCREENED | 0.18% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Freddie Mac - SCRT | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CDW LLC/CDW FINANCE | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SUMITOMO MITSUI FINL GRP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FNF FIDELITY NATL FINANCIAL | NON_COMPLIANT | 0.18% | AAOIFI35.7% Usmani3.8% Dow Jones Islamic29.8% S&P Shariah31.6% MSCI Islamic3.8% MSCI Islamic M-Series31.6% FTSE Shariah3.8% |
| Nelnet Student Loan Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| TMS ISSUER SARL | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Freddie Mac - SCRT | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| FDS FACTSET RESEARCH SYSTEMS | COMPLIANT | 0.18% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.18% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| Freddie Mac | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Goodgreen Trust | 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 |
| RLI RLI CORP | NON_COMPLIANT | 0.17% | AAOIFI5.2% Usmani4.6% Dow Jones Islamic5.1% S&P Shariah5.1% MSCI Islamic4.6% MSCI Islamic M-Series5.1% FTSE Shariah4.6% |
| EVERGY MISSOURI WEST INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| City of Jersey City NJ | UNSCREENED | 0.17% | no in-house ratios for this holding |
| ENEL FINANCE INTL NV | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Freddie Mac - SLST | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Rate Mortgage Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| ATLX Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| ELECTRICITE DE FRANCE SA | UNSCREENED | 0.16% | no in-house ratios for this holding |
| DailyPay Securitization Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Continental Finance Credit Credit Card ABS Master Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| EXC EXELON CORP | NON_COMPLIANT | 0.16% | AAOIFI109.9% Usmani42.1% Dow Jones Islamic115.7% S&P Shariah124.5% MSCI Islamic42.1% MSCI Islamic M-Series124.5% FTSE Shariah42.1% |
| 8306.T MITSUBISHI UFJ FIN GRP | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Freddie Mac | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| BLOCK FINANCIAL LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust Inc | UNSCREENED | 0.16% | no in-house ratios for this holding |
| TARGA RESOURCES PARTNERS | UNSCREENED | 0.16% | no in-house ratios for this holding |
| NIPPON LIFE INSURANCE | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SBA TOWER TRUST | UNSCREENED | 0.16% | no in-house ratios for this holding |
| AMERICAN HONDA FINANCE | UNSCREENED | 0.16% | no in-house ratios for this holding |
| DAYTON POWER & LIGHT CO/ | UNSCREENED | 0.16% | no in-house ratios for this holding |
| VTRS VIATRIS INC | NON_COMPLIANT | 0.16% | AAOIFI65.8% Usmani38.9% Dow Jones Islamic100.2% S&P Shariah105.1% MSCI Islamic38.9% MSCI Islamic M-Series105.1% FTSE Shariah38.1% |
| Sequoia Mortgage Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SG Capital Partners | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.15% | no in-house ratios for this holding |
| LIBERTY UTILITIES CO | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CHNGE Mortgage Trust 2022-1 | UNSCREENED | 0.15% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.15% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.15% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| PUGET ENERGY INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ILMN ILLUMINA INC | COMPLIANT | 0.15% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| Harley-Davidson Financial Services Inc | UNSCREENED | 0.15% | no in-house ratios for this holding |
| LPL HOLDINGS INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GoodLeap Sustainable Home Improvement Loan Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| LINEAGE OP LP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BROOKFIELD ASSET MANAGEM | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CONSTELLATION GLO FNDG | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BROOKLYN UNION GAS CO | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.15% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| 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% |
| Fannie Mae | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Upstart Securitization Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| NY STATE ELECTRIC & GAS | UNSCREENED | 0.15% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| RENTOKIL TERMINIX LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BAYN.DE Bayer Corp | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CALAMOS STRATEGIC TOTAL RETURN | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| COLORADO INT GAS CO/ISS | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| AMERICAN HONDA FINANCE | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Lobel Automobile Receivables Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 4.1% of it passes Usmani, 2.9% 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 3.9% ratios fail on 9.4% 86.9% not rated under AAOIFI
ratios pass on 4.1% ratios fail on 9.0% 87.2% not rated under Usmani
ratios pass on 3.9% ratios fail on 8.7% 87.6% not rated under Dow Jones Islamic
ratios pass on 3.6% ratios fail on 9.1% 87.6% not rated under S&P Shariah
ratios pass on 2.9% ratios fail on 9.6% 87.7% not rated under MSCI Islamic
ratios pass on 3.6% ratios fail on 9.1% 87.6% not rated under MSCI Islamic M-Series
ratios pass on 4.1% ratios fail on 8.5% 87.6% not rated under FTSE Shariah
81 of 818 listed holdings carry our own per-methodology verdicts (14% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 68 (12% 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 | 2.09% |
| United States Treasury | 1.61% |
| United States Treasury | 1.23% |
| Government National Mortgage Association | 0.82% |
| Government National Mortgage Association | 0.65% |
| United States Treasury | 0.62% |
| Freddie Mac | 0.56% |
| Fannie Mae | 0.49% |
| United States Treasury | 0.46% |
| United States Treasury | 0.43% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Thornburg Limited Term Income Fund (THRRX) 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 |
|---|---|---|
| Thornburg Capital Management Fundnot matched to a ticker | 3.19% | Not screened |
| United States Treasurynot matched to a ticker | 2.09% | Non-compliant |
| United States Treasurynot matched to a ticker | 1.61% | Non-compliant |
| United States Treasurynot matched to a ticker | 1.23% | Non-compliant |
| Government National Mortgage Associationnot matched to a ticker | 0.82% | Non-compliant |
| Government National Mortgage Associationnot matched to a ticker | 0.65% | Non-compliant |
| United States Treasurynot matched to a ticker | 0.62% | Non-compliant |
| Diamond Infrastructure Funding LLCnot matched to a ticker | 0.57% | Not screened |
| Rate Mortgage Trustnot matched to a ticker | 0.56% | Not screened |
| Freddie Macnot matched to a ticker | 0.56% | Non-compliant |
Top 10 of 818 holdings, 11.9% 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 THRRX. 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
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) | 37.50 | NEUTRAL |
| Stochastic %K (14) | 25.00 | NEUTRAL |
| CCI (20) | -51.48 | NEUTRAL |
| Williams %R (14) | -75.00 | NEUTRAL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -0.47 | SELL |
| Momentum (10) | -0.06 | SELL |
| EMA (10) | 12.83 | SELL |
| SMA (10) | 12.82 | BUY |
| EMA (20) | 12.87 | SELL |
| SMA (20) | 12.87 | SELL |
| EMA (30) | 12.90 | SELL |
| SMA (30) | 12.92 | SELL |
| EMA (50) | 12.93 | SELL |
| SMA (50) | 12.97 | SELL |
| EMA (100) | 12.96 | SELL |
| SMA (100) | 12.99 | SELL |
| EMA (200) | 12.94 | SELL |
| SMA (200) | 12.97 | SELL |
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.