UBVRXETF / FundUndiscovered Managers Behavioral Value Fund
Verdicts genuinely change. Free email alert the moment UBVRX'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.
Undiscovered Managers Behavioral Value Fund · UNDISCOVERED MANAGERS FUNDS
88 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 66.49% of portfolio weight is in non-compliant holdings, over the 5% threshold.
88 holdings, 69 matched (77% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.51% of this portfolio’s income is non-permissible — weighted across holdings, computed over 70% of portfolio weight (60 of 88 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.
11.5% compliant 0.0% questionable 65.7% non-compliant 22.8% unscreened
All holdings (88)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AMCR Amcor plc | NON_COMPLIANT | 5.74% | AAOIFI71.8% Usmani41.9% Dow Jones Islamic93.4% S&P Shariah101.7% MSCI Islamic41.8% MSCI Islamic M-Series101.7% FTSE Shariah38.9% |
| DOC Healthpeak Properties, Inc. | NON_COMPLIANT | 5.31% | AAOIFI67.5% Usmani46.3% Dow Jones Islamic80.6% S&P Shariah86.7% MSCI Islamic46.3% MSCI Islamic M-Series86.7% FTSE Shariah46.3% |
| FIS Fidelity National Information Services, Inc. | NON_COMPLIANT | 3.64% | AAOIFI78.8% Usmani38.6% Dow Jones Islamic50.4% S&P Shariah49.4% MSCI Islamic38.6% MSCI Islamic M-Series49.4% FTSE Shariah38.4% |
| Old National Bancorp | UNSCREENED | 3.19% | no in-house ratios for this holding |
| PRMB Primo Brands Corp. | NON_COMPLIANT | 2.75% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| LKQ LKQ Corp. | NON_COMPLIANT | 2.71% | AAOIFI24.7% Usmani9.2% Dow Jones Islamic17.0% S&P Shariah15.2% MSCI Islamic9.2% MSCI Islamic M-Series15.2% FTSE Shariah0.0% |
| SON Sonoco Products Co. | NON_COMPLIANT | 2.40% | AAOIFI101.6% Usmani45.7% Dow Jones Islamic108.8% S&P Shariah106.8% MSCI Islamic45.2% MSCI Islamic M-Series106.8% FTSE Shariah42.4% |
| FNB Corp. | UNSCREENED | 2.30% | no in-house ratios for this holding |
| Americold Realty Trust, Inc. | UNSCREENED | 2.18% | no in-house ratios for this holding |
| WTM White Mountains Insurance Group Ltd. | NON_COMPLIANT | 1.89% | AAOIFI17.8% Usmani6.8% Dow Jones Islamic18.9% S&P Shariah19.8% MSCI Islamic6.8% MSCI Islamic M-Series19.8% FTSE Shariah6.8% |
| SLGN Silgan Holdings, Inc. | NON_COMPLIANT | 1.88% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| UGI Corp. | UNSCREENED | 1.83% | no in-house ratios for this holding |
| REYN Reynolds Consumer Products, Inc. | NON_COMPLIANT | 1.82% | AAOIFI35.4% Usmani33.4% Dow Jones Islamic33.1% S&P Shariah32.3% MSCI Islamic33.1% MSCI Islamic M-Series32.3% FTSE Shariah31.0% |
| Portland General Electric Co. | UNSCREENED | 1.78% | no in-house ratios for this holding |
| RYN Rayonier, Inc. | NON_COMPLIANT | 1.77% | AAOIFI34.1% Usmani27.1% Dow Jones Islamic48.4% S&P Shariah51.1% MSCI Islamic26.9% MSCI Islamic M-Series51.1% FTSE Shariah26.6% |
| KRG Kite Realty Group Trust | NON_COMPLIANT | 1.75% | AAOIFI54.4% Usmani45.4% Dow Jones Islamic57.1% S&P Shariah59.9% MSCI Islamic45.4% MSCI Islamic M-Series59.9% FTSE Shariah45.4% |
| DVN Devon Energy Corp. | COMPLIANT | 1.73% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| ST Sensata Technologies Holding plc | NON_COMPLIANT | 1.72% | AAOIFI38.7% Usmani37.1% Dow Jones Islamic49.3% S&P Shariah48.0% MSCI Islamic36.8% MSCI Islamic M-Series48.0% FTSE Shariah36.8% |
| GPK Graphic Packaging Holding Co. | NON_COMPLIANT | 1.72% | AAOIFI192.9% Usmani48.5% Dow Jones Islamic100.1% S&P Shariah90.7% MSCI Islamic48.4% MSCI Islamic M-Series90.7% FTSE Shariah48.4% |
| ICUI ICU Medical, Inc. | NON_COMPLIANT | 1.71% | AAOIFI32.0% Usmani32.4% Dow Jones Islamic35.8% S&P Shariah38.7% MSCI Islamic32.3% MSCI Islamic M-Series38.7% FTSE Shariah31.0% |
| CBT Cabot Corp. | COMPLIANT | 1.63% | AAOIFI27.4% Usmani27.4% Dow Jones Islamic25.7% S&P Shariah25.0% MSCI Islamic27.4% MSCI Islamic M-Series25.0% FTSE Shariah27.4% |
| CNO CNO Financial Group, Inc. | NON_COMPLIANT | 1.61% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AGCO Corp. | UNSCREENED | 1.57% | no in-house ratios for this holding |
| TFX Teleflex, Inc. | NON_COMPLIANT | 1.51% | AAOIFI50.9% Usmani44.0% Dow Jones Islamic46.9% S&P Shariah39.1% MSCI Islamic44.0% MSCI Islamic M-Series39.1% FTSE Shariah41.4% |
| SAIC Science Applications International Corp. | NON_COMPLIANT | 1.46% | AAOIFI50.6% Usmani49.9% Dow Jones Islamic53.5% S&P Shariah49.8% MSCI Islamic49.9% MSCI Islamic M-Series49.8% FTSE Shariah45.8% |
| Celanese Corp. | UNSCREENED | 1.39% | no in-house ratios for this holding |
| VAC Marriott Vacations Worldwide Corp. | NON_COMPLIANT | 1.37% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Maximus, Inc. | UNSCREENED | 1.31% | no in-house ratios for this holding |
| JPMorgan Securities Lending Money Market Fund | UNSCREENED | 1.27% | no in-house ratios for this holding |
| SR Spire, Inc. | NON_COMPLIANT | 1.18% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| FHB First Hawaiian, Inc. | NON_COMPLIANT | 1.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GNTX Gentex Corp. | COMPLIANT | 1.14% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.4% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| XRAY Dentsply Sirona, Inc. | NON_COMPLIANT | 1.10% | AAOIFI84.0% Usmani44.4% Dow Jones Islamic79.7% S&P Shariah58.9% MSCI Islamic44.4% MSCI Islamic M-Series58.9% FTSE Shariah42.7% |
| WAFD WaFd, Inc. | NON_COMPLIANT | 1.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BBT Beacon Financial Corp. | NON_COMPLIANT | 1.08% | AAOIFI88.2% Usmani10.6% Dow Jones Islamic141.8% S&P Shariah167.3% MSCI Islamic10.6% MSCI Islamic M-Series167.3% FTSE Shariah10.6% |
| REZI Resideo Technologies, Inc. | NON_COMPLIANT | 1.03% | AAOIFI130.9% Usmani44.5% Dow Jones Islamic92.2% S&P Shariah104.2% MSCI Islamic44.5% MSCI Islamic M-Series104.2% FTSE Shariah40.7% |
| GVA Granite Construction, Inc. | COMPLIANT | 1.01% | AAOIFI33.2% Usmani36.3% Dow Jones Islamic37.9% S&P Shariah45.5% MSCI Islamic36.3% MSCI Islamic M-Series45.5% FTSE Shariah32.6% |
| PTEN Patterson-UTI Energy, Inc. | NON_COMPLIANT | 0.98% | AAOIFI29.2% Usmani23.9% Dow Jones Islamic42.4% S&P Shariah39.2% MSCI Islamic23.8% MSCI Islamic M-Series39.2% FTSE Shariah23.0% |
| Prestige Consumer Healthcare, Inc. | UNSCREENED | 0.98% | no in-house ratios for this holding |
| Brink's Co. (The) | UNSCREENED | 0.94% | no in-house ratios for this holding |
| TEX Terex Corp. | NON_COMPLIANT | 0.94% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| AAP Advance Auto Parts, Inc. | NON_COMPLIANT | 0.93% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Avantor, Inc. | UNSCREENED | 0.92% | no in-house ratios for this holding |
| EG Everest Group Ltd. | NON_COMPLIANT | 0.91% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Horace Mann Educators Corp. | UNSCREENED | 0.90% | no in-house ratios for this holding |
| NVST Envista Holdings Corp. | NON_COMPLIANT | 0.87% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| KMPR Kemper Corp. | NON_COMPLIANT | 0.86% | AAOIFI57.2% Usmani7.9% Dow Jones Islamic32.1% S&P Shariah31.1% MSCI Islamic7.9% MSCI Islamic M-Series31.1% FTSE Shariah7.9% |
| MATX Matson, Inc. | COMPLIANT | 0.86% | AAOIFI10.7% Usmani15.2% Dow Jones Islamic16.1% S&P Shariah17.1% MSCI Islamic15.2% MSCI Islamic M-Series17.1% FTSE Shariah7.1% |
| GEF Greif, Inc. | COMPLIANT | 0.82% | AAOIFI20.5% Usmani16.4% Dow Jones Islamic30.0% S&P Shariah31.0% MSCI Islamic15.9% MSCI Islamic M-Series31.0% FTSE Shariah12.8% |
| ENSG Ensign Group, Inc. (The) | COMPLIANT | 0.79% | AAOIFI22.6% Usmani39.1% Dow Jones Islamic24.0% S&P Shariah26.7% MSCI Islamic39.1% MSCI Islamic M-Series26.7% FTSE Shariah2.4% |
| RRC Range Resources Corp. | COMPLIANT | 0.79% | AAOIFI10.4% Usmani13.4% Dow Jones Islamic11.6% S&P Shariah12.0% MSCI Islamic13.4% MSCI Islamic M-Series12.0% FTSE Shariah11.5% |
| NATL NCR Atleos Corp. | NON_COMPLIANT | 0.78% | AAOIFI87.4% Usmani51.8% Dow Jones Islamic111.7% S&P Shariah127.3% MSCI Islamic51.8% MSCI Islamic M-Series127.3% FTSE Shariah49.3% |
| FLO Flowers Foods, Inc. | NON_COMPLIANT | 0.77% | AAOIFI150.7% Usmani47.9% Dow Jones Islamic71.4% S&P Shariah61.7% MSCI Islamic47.9% MSCI Islamic M-Series61.7% FTSE Shariah40.3% |
| OLN Olin Corp. | NON_COMPLIANT | 0.73% | AAOIFI167.1% Usmani45.8% Dow Jones Islamic116.6% S&P Shariah89.2% MSCI Islamic45.8% MSCI Islamic M-Series89.2% FTSE Shariah40.7% |
| HOPE Hope Bancorp, Inc. | NON_COMPLIANT | 0.71% | AAOIFI45.0% Usmani4.3% Dow Jones Islamic58.0% S&P Shariah61.8% MSCI Islamic4.3% MSCI Islamic M-Series61.8% FTSE Shariah4.0% |
| PRGO Perrigo Co. plc | NON_COMPLIANT | 0.68% | AAOIFI167.1% Usmani45.6% Dow Jones Islamic136.7% S&P Shariah120.3% MSCI Islamic45.5% MSCI Islamic M-Series120.3% FTSE Shariah43.3% |
| RDN Radian Group, Inc. | NON_COMPLIANT | 0.67% | AAOIFI25.4% Usmani11.6% Dow Jones Islamic26.6% S&P Shariah27.5% MSCI Islamic11.6% MSCI Islamic M-Series27.5% FTSE Shariah11.6% |
| SWX Southwest Gas Holdings, Inc. | NON_COMPLIANT | 0.64% | AAOIFI55.0% Usmani33.5% Dow Jones Islamic62.9% S&P Shariah67.5% MSCI Islamic33.5% MSCI Islamic M-Series67.5% FTSE Shariah33.5% |
| ENR Energizer Holdings, Inc. | NON_COMPLIANT | 0.62% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| AGO Assured Guaranty Ltd. | NON_COMPLIANT | 0.59% | AAOIFI51.2% Usmani13.5% Dow Jones Islamic42.8% S&P Shariah42.5% MSCI Islamic13.5% MSCI Islamic M-Series42.5% FTSE Shariah13.5% |
| IART Integra LifeSciences Holdings Corp. | NON_COMPLIANT | 0.56% | AAOIFI68.0% Usmani24.8% Dow Jones Islamic70.3% S&P Shariah50.6% MSCI Islamic24.8% MSCI Islamic M-Series50.6% FTSE Shariah19.8% |
| Broadstone Net Lease, Inc. | UNSCREENED | 0.55% | no in-house ratios for this holding |
| MLKN Millerknoll, Inc. | NON_COMPLIANT | 0.54% | AAOIFI131.0% Usmani45.4% Dow Jones Islamic141.3% S&P Shariah125.5% MSCI Islamic45.4% MSCI Islamic M-Series125.5% FTSE Shariah32.3% |
| United Bankshares, Inc. | UNSCREENED | 0.53% | no in-house ratios for this holding |
| FTDR Frontdoor, Inc. | COMPLIANT | 0.52% | AAOIFI22.5% Usmani55.3% Dow Jones Islamic27.8% S&P Shariah31.5% MSCI Islamic55.3% MSCI Islamic M-Series31.5% FTSE Shariah54.4% |
| FOUR Shift4 Payments, Inc. | NON_COMPLIANT | 0.51% | AAOIFI125.9% Usmani52.5% Dow Jones Islamic74.0% S&P Shariah77.0% MSCI Islamic52.5% MSCI Islamic M-Series77.0% FTSE Shariah51.9% |
| MSM MSC Industrial Direct Co., Inc. | COMPLIANT | 0.51% | AAOIFI8.2% Usmani22.3% Dow Jones Islamic11.4% S&P Shariah11.5% MSCI Islamic22.3% MSCI Islamic M-Series11.5% FTSE Shariah20.3% |
| Black Hills Corp. | UNSCREENED | 0.50% | no in-house ratios for this holding |
| CNMD CONMED Corp. | NON_COMPLIANT | 0.48% | AAOIFI61.3% Usmani36.3% Dow Jones Islamic52.9% S&P Shariah43.7% MSCI Islamic36.3% MSCI Islamic M-Series43.7% FTSE Shariah36.3% |
| VYX NCR Voyix Corp. | NON_COMPLIANT | 0.46% | AAOIFI116.7% Usmani34.1% Dow Jones Islamic87.4% S&P Shariah73.7% MSCI Islamic34.1% MSCI Islamic M-Series73.7% FTSE Shariah28.6% |
| JBTM JBT Marel Corp. | COMPLIANT | 0.43% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| LINE Lineage, Inc. | NON_COMPLIANT | 0.42% | AAOIFI78.9% Usmani43.1% Dow Jones Islamic66.3% S&P Shariahfail MSCI Islamic36.3% MSCI Islamic M-Seriesfail FTSE Shariah32.9% |
| AXS Axis Capital Holdings Ltd. | NON_COMPLIANT | 0.42% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ABM Industries, Inc. | UNSCREENED | 0.41% | no in-house ratios for this holding |
| TKR Timken Co. (The) | COMPLIANT | 0.41% | AAOIFI25.5% Usmani31.9% Dow Jones Islamic35.3% S&P Shariah36.7% MSCI Islamic31.9% MSCI Islamic M-Series36.7% FTSE Shariah30.0% |
| CVBF CVB Financial Corp. | NON_COMPLIANT | 0.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KOP Koppers Holdings, Inc. | NON_COMPLIANT | 0.38% | AAOIFI110.8% Usmani58.2% Dow Jones Islamic149.7% S&P Shariah133.6% MSCI Islamic58.2% MSCI Islamic M-Series133.6% FTSE Shariah52.1% |
| Concentrix Corp. | UNSCREENED | 0.36% | no in-house ratios for this holding |
| THRM Gentherm, Inc. | NON_COMPLIANT | 0.35% | AAOIFI26.0% Usmani21.8% Dow Jones Islamic30.1% S&P Shariah25.6% MSCI Islamic21.8% MSCI Islamic M-Series25.6% FTSE Shariah18.3% |
| POOL Pool Corp. | COMPLIANT | 0.35% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| DNOW DNOW, Inc. | COMPLIANT | 0.33% | AAOIFI22.0% Usmani16.5% Dow Jones Islamic34.2% S&P Shariah37.6% MSCI Islamic16.5% MSCI Islamic M-Series37.6% FTSE Shariah12.4% |
| VLY Valley National Bancorp | NON_COMPLIANT | 0.32% | AAOIFI41.6% Usmani5.0% Dow Jones Islamic57.4% S&P Shariah64.9% MSCI Islamic5.0% MSCI Islamic M-Series64.9% FTSE Shariah5.0% |
| NWE Northwestern Energy Group, Inc. | NON_COMPLIANT | 0.30% | AAOIFI80.1% Usmani40.2% Dow Jones Islamic97.3% S&P Shariah105.7% MSCI Islamic40.1% MSCI Islamic M-Series105.7% FTSE Shariah40.1% |
| JPMorgan Prime Money Market Fund | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CLDT Chatham Lodging Trust | NON_COMPLIANT | 0.18% | AAOIFI68.2% Usmani33.6% Dow Jones Islamic105.8% S&P Shariah103.2% MSCI Islamic33.6% MSCI Islamic M-Series103.2% FTSE Shariah33.6% |
| TTC Toro Co. (The) | COMPLIANT | 0.17% | AAOIFI12.0% Usmani30.5% Dow Jones Islamic13.4% S&P Shariah13.0% MSCI Islamic30.5% MSCI Islamic M-Series13.0% FTSE Shariah27.2% |
| COLM Columbia Sportswear Co. | COMPLIANT | 0.14% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CWK Cushman & Wakefield Ltd. | NON_COMPLIANT | 0.07% | AAOIFI94.4% Usmani40.1% Dow Jones Islamic97.5% S&P Shariah107.0% MSCI Islamic40.1% MSCI Islamic M-Series107.0% FTSE Shariah35.1% |
The published standards disagree about this fund by 12 points of portfolio weight — 23.3% of it passes FTSE Shariah, 11.1% passes Dow Jones 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 14.5% ratios fail on 63.5% 23.2% not rated under AAOIFI
ratios pass on 16.9% ratios fail on 61.0% 23.2% not rated under Usmani
ratios pass on 11.1% ratios fail on 66.9% 23.2% not rated under Dow Jones Islamic
ratios pass on 12.9% ratios fail on 65.1% 23.2% not rated under S&P Shariah
ratios pass on 18.4% ratios fail on 59.6% 23.2% not rated under MSCI Islamic
ratios pass on 12.9% ratios fail on 65.1% 23.2% not rated under MSCI Islamic M-Series
ratios pass on 23.3% ratios fail on 54.7% 23.2% not rated under FTSE Shariah
69 of 88 listed holdings carry our own per-methodology verdicts (78% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 65 (75% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| AMCR Amcor plc | 5.74% |
| DOC Healthpeak Properties, Inc. | 5.31% |
| FIS Fidelity National Information Services, Inc. | 3.64% |
| PRMB Primo Brands Corp. | 2.75% |
| LKQ LKQ Corp. | 2.71% |
| SON Sonoco Products Co. | 2.40% |
| WTM White Mountains Insurance Group Ltd. | 1.89% |
| SLGN Silgan Holdings, Inc. | 1.88% |
| REYN Reynolds Consumer Products, Inc. | 1.82% |
| RYN Rayonier, Inc. | 1.77% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Undiscovered Managers Behavioral Value Fund (UBVRX) 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.
Screened on its holdings, not its name
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 |
|---|---|---|
| AMCRAmcor plc | 5.74% | Non-compliant |
| DOCHealthpeak Properties, Inc. | 5.31% | Non-compliant |
| FISFidelity National Information Services, Inc. | 3.64% | Non-compliant |
| Old National Bancorpnot matched to a ticker | 3.19% | Not screened |
| PRMBPrimo Brands Corp. | 2.75% | Non-compliant |
| LKQLKQ Corp. | 2.71% | Non-compliant |
| SONSonoco Products Co. | 2.40% | Non-compliant |
| FNB Corp.not matched to a ticker | 2.30% | Not screened |
| Americold Realty Trust, Inc.not matched to a ticker | 2.18% | Not screened |
| WTMWhite Mountains Insurance Group Ltd. | 1.89% | Non-compliant |
Top 10 of 88 holdings, 32.1% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- AMCRnon-compliant5.74%
- DOCnon-compliant5.31%
- FISnon-compliant3.64%
- Old National Bancorpnot screened3.19%
- PRMBnon-compliant2.75%
- LKQnon-compliant2.71%
What changed, and when
Verdict history for UBVRX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for UBVRX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 55.00 | NEUTRAL |
| Stochastic %K (14) | 94.22 | SELL |
| CCI (20) | 141.04 | SELL |
| Williams %R (14) | -5.78 | SELL |
| MACD (12,26,9) | 0.46 | BUY |
| ROC (10) | 4.01 | BUY |
| Momentum (10) | 3.10 | BUY |
| EMA (10) | 79.41 | BUY |
| SMA (10) | 79.10 | BUY |
| EMA (20) | 79.40 | BUY |
| SMA (20) | 78.67 | BUY |
| EMA (30) | 79.84 | BUY |
| SMA (30) | 79.39 | BUY |
| EMA (50) | 80.62 | SELL |
| SMA (50) | 81.44 | SELL |
| EMA (100) | 80.96 | SELL |
| SMA (100) | 82.24 | SELL |
| EMA (200) | 79.28 | BUY |
| SMA (200) | 80.21 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.