Verdicts genuinely change. Free email alert the moment WATAX'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.
Western Asset Intermediate Bond Fund · Western Asset Funds Inc
503 holdings
NON-COMPLIANT At least 60.43% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 33% turns out to be. Matching more holdings can only raise this share, never lower it.
41.45% 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.
503 holdings, 306 matched (67% of weight). Portfolio as of 2026-05-29, filed 2026-07-22. Source: SEC Form N-PORT.
4.24% of this portfolio’s income is non-permissible — weighted across holdings, computed over 16% of portfolio weight (157 of 503 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 OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 8.47% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 8.08% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 7.90% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 7.85% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.83% | no in-house ratios for this holding |
| ASIAN DEVELOPMENT BANK | UNSCREENED | 0.79% | no in-house ratios for this holding |
| TSMC ARIZONA CORP | UNSCREENED | 0.72% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.71% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.67% | no in-house ratios for this holding |
| CARVAL CLO XI-C LTD | UNSCREENED | 0.63% | no in-house ratios for this holding |
| TOWD POINT MORTGAGE TRUST 2017-4 | UNSCREENED | 0.54% | no in-house ratios for this holding |
| TSMC ARIZONA CORP | UNSCREENED | 0.54% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 0.53% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| CIFC FUNDING 2024-II LTD | UNSCREENED | 0.47% | no in-house ratios for this holding |
| FOUNDRY JV HOLDCO LLC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| ELEVATION CLO 2016-5 LTD | UNSCREENED | 0.45% | no in-house ratios for this holding |
| MOSAIC SOLAR LOAN TRUST 2018-2-GS | UNSCREENED | 0.43% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.41% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| PRKCM 2021-AFC1 TRUST | UNSCREENED | 0.41% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.40% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| COLLEGE AVE STUDENT LOANS 2021-C LL | UNSCREENED | 0.40% | no in-house ratios for this holding |
| ELLINGTON FINANCIAL MORTGAGE TRUST 2021-2 | UNSCREENED | 0.38% | no in-house ratios for this holding |
| APIDOS LOAN FUND 2024-1 LTD | UNSCREENED | 0.37% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS INC | NON_COMPLIANT | 0.36% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.36% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| COLUMBIA CENT CLO 32 LTD | UNSCREENED | 0.35% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.34% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| PRKCM 2024-HOME1 TRUST | UNSCREENED | 0.34% | no in-house ratios for this holding |
| DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2022-1 | UNSCREENED | 0.33% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BNP.PA BNP PARIBAS SA | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COTERRA ENERGY INC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| COOPERATIEVE RABOBANK UA | UNSCREENED | 0.32% | no in-house ratios for this holding |
| SMB PRIVATE EDUCATION LOAN TRUST 2024-A | UNSCREENED | 0.32% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERATING LP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| SHOPS COMMERCIAL MORTGAGE TRUST 2026-CSTL | UNSCREENED | 0.31% | no in-house ratios for this holding |
| BX COMMERCIAL MORTGAGE TRUST 2025-COPT | UNSCREENED | 0.31% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.31% | no in-house ratios for this holding |
| POLUS US CLO II LTD | UNSCREENED | 0.30% | no in-house ratios for this holding |
| ALLY BANK AUTO CREDIT LINKED 24-A | UNSCREENED | 0.30% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.29% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| WASHINGTON MUTUAL MORTGAGE PASS-THROUGH CERTIFICATES WMALT SERIES 2005-AR18 TRUST | UNSCREENED | 0.29% | no in-house ratios for this holding |
| SWCH COMMERCIAL MORTGAGE TRUST 2025-DATA | UNSCREENED | 0.29% | no in-house ratios for this holding |
| AQUA FINANCE TRUST 2021-A | UNSCREENED | 0.29% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.28% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| OBRA CLO 2 LTD | UNSCREENED | 0.28% | no in-house ratios for this holding |
| APEX CREDIT CLO 2021-2 LTD | UNSCREENED | 0.28% | no in-house ratios for this holding |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COMISION FEDERAL DE ELECTRICIDAD | UNSCREENED | 0.27% | no in-house ratios for this holding |
| KAZMUNAYGAS NATIONAL COMPANY JSC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| JBS NV / JBS USA FOODS GROUP HOLDINGS INC / JBS USA FOOD CO HOLDINGS | UNSCREENED | 0.27% | no in-house ratios for this holding |
| AMERICAN AIRLINES PASS THROUGH TRUST 2015-1 | UNSCREENED | 0.26% | no in-house ratios for this holding |
| AVIS BUDGET RENTAL CAR FUNDING (AESOP) LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| B.A.T CAPITAL CORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| BASSWOOD PARK CLO LTD | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AAL.L ANGLO AMERICAN PLC | COMPLIANT | 0.25% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| GEORGIA POWER COMPANY | UNSCREENED | 0.25% | no in-house ratios for this holding |
| UNITED AIRLINES INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LMT LOCKHEED MARTIN CORP | NON_COMPLIANT | 0.25% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.24% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| AERCAP IRELAND CAPITAL DAC / AERCAP GLOBAL AVIATION TRUST | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PERUSAHAAN LISTRIK NEGARA (PERSERO) PT | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DRIVEN BRANDS FUNDING LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MEGLOBAL BV | UNSCREENED | 0.24% | no in-house ratios for this holding |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 0.24% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.24% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.24% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.24% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BNP.PA BNP PARIBAS SA | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 0.24% | no in-house ratios for this holding |
| FORD CREDIT FLOORPLAN MASTER OWNER TRUST A | UNSCREENED | 0.23% | no in-house ratios for this holding |
| GLENCORE FUNDING LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.23% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BA BOEING COMPANY (THE) | NON_COMPLIANT | 0.23% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| FORD MOTOR CREDIT COMPANY LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BANK5 2026-5YR20 | UNSCREENED | 0.23% | no in-house ratios for this holding |
| PARK BLUE CLO 2025-VIII LTD | UNSCREENED | 0.23% | no in-house ratios for this holding |
| AMERICAN HERITAGE AUTO RECEIVABLES TRUST 2025-1 | UNSCREENED | 0.23% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC COMPANY | UNSCREENED | 0.23% | no in-house ratios for this holding |
| AERCAP IRELAND CAPITAL DAC / AERCAP GLOBAL AVIATION TRUST | UNSCREENED | 0.23% | no in-house ratios for this holding |
| RCL ROYAL CARIBBEAN CRUISES LTD | NON_COMPLIANT | 0.22% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.22% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| C CITIGROUP INC | NON_COMPLIANT | 0.22% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| PM PHILIP MORRIS INTERNATIONAL INC | NON_COMPLIANT | 0.22% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| FMCC Federal Home Loan Mortgage Corp. | NON_COMPLIANT | 0.22% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| FREDDIE MAC STACR REMIC TRUST 2021-DNA5 | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| BLUEMOUNTAIN CLO XXX LTD | UNSCREENED | 0.21% | no in-house ratios for this holding |
| DBJPM 2016-C1 MORTGAGE TRUST | UNSCREENED | 0.21% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| NAVIENT REFINANCE LOAN TRUST 2026-A | UNSCREENED | 0.21% | no in-house ratios for this holding |
| NEW RESIDENTIAL MORTGAGE LOAN TRUST 2017-4 | UNSCREENED | 0.21% | no in-house ratios for this holding |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 0.21% | no in-house ratios for this holding |
| CHICAGO MERCANTILE EXCHANGE INC. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.21% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| GALAXY 36 CLO LTD | UNSCREENED | 0.21% | no in-house ratios for this holding |
| FREDDIE MAC STACR REMIC TRUST | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| NELNET STUDENT LOAN TRUST | UNSCREENED | 0.21% | no in-house ratios for this holding |
| CHILE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.20% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| AREIT 2022-CRE7 LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| LADDER CAPITAL FINANCE HOLDINGS LLLP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.20% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| URUGUAY, REPUBLICA ORIENTAL DEL - MINISTERIO DE ECONOMIA Y FINANZAS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| NEW RESIDENTIAL MORTGAGE LOAN TRUST 2026-NQM3 | UNSCREENED | 0.20% | no in-house ratios for this holding |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 0.20% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 0.20% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| MILL CITY MORTGAGE LOAN TRUST 2019-1 | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CSMC 2020-AFC1 TRUST | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MO ALTRIA GROUP INC | NON_COMPLIANT | 0.20% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| BXMT 2026-FL6 LTD | UNSCREENED | 0.20% | no in-house ratios for this holding |
| SOTHEBY'S | UNSCREENED | 0.19% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.19% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| ANTARES CLO 2018-1 LTD | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ISRAEL, STATE OF - MINISTRY OF FINANCE | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC COMPANY | UNSCREENED | 0.19% | no in-house ratios for this holding |
| WARWICK CAPITAL CLO 7 LTD | UNSCREENED | 0.19% | no in-house ratios for this holding |
| OHA LOAN FUNDING 2013-2 LTD | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PRKCM 2021-AFC2 TRUST | UNSCREENED | 0.19% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS INC | NON_COMPLIANT | 0.19% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| ANGEL OAK MORTGAGE TRUST 2025-6 | UNSCREENED | 0.19% | no in-house ratios for this holding |
| OBX 2021-NQM3 TRUST | UNSCREENED | 0.18% | no in-house ratios for this holding |
| MO ALTRIA GROUP INC | NON_COMPLIANT | 0.18% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| ARES XLIV CLO LTD | UNSCREENED | 0.18% | no in-house ratios for this holding |
| LLY ELI LILLY & COMPANY | COMPLIANT | 0.18% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Ellington Financial Mortgage Trust 2019-1 | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SOLV SOLVENTUM CORP | NON_COMPLIANT | 0.18% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.18% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| AXP AMERICAN EXPRESS COMPANY | NON_COMPLIANT | 0.18% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| PERU, REPUBLIC OF - DIRECCION GENERAL DE CREDITO PUBLICO | UNSCREENED | 0.18% | no in-house ratios for this holding |
| RWE FINANCE US LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HYUNDAI CAPITAL AMERICA | UNSCREENED | 0.18% | no in-house ratios for this holding |
| BNY BANK OF NEW YORK MELLON CORP (THE) | NON_COMPLIANT | 0.18% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| WCN WASTE CONNECTIONS INC | COMPLIANT | 0.18% | AAOIFI16.4% Usmani44.9% Dow Jones Islamic21.4% S&P Shariah22.2% MSCI Islamic44.9% MSCI Islamic M-Series22.2% FTSE Shariah43.4% |
| NTT FINANCE CORP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SYCAMORE TREE CLO 2025-6 LTD | UNSCREENED | 0.18% | no in-house ratios for this holding |
| GULFSTREAM NATURAL GAS SYSTEM LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FDXF FEDEX FREIGHT HOLDING COMPANY INC | COMPLIANT | 0.17% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| LMT LOCKHEED MARTIN CORP | NON_COMPLIANT | 0.17% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| ABRY LIQUID CREDIT CLO 2025-2 LTD | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PETROLEOS DEL PERU' - PETROPERU SA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.17% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| GGAM FINANCE LTD | UNSCREENED | 0.17% | no in-house ratios for this holding |
| MIDCAP FINANCIAL ISSUER TRUST | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| FCX FREEPORT-MCMORAN INC | COMPLIANT | 0.16% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 0.16% | no in-house ratios for this holding |
| HUM HUMANA INC | NON_COMPLIANT | 0.16% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| GREYSTONE CRE NOTES 2025-FL4 LTD | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BDS 2026-FL17 LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Mountain View CLO XV Ltd. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.16% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.16% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.16% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ETN EATON CORP | COMPLIANT | 0.15% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| AVGO BROADCOM INC | COMPLIANT | 0.15% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 0.15% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| VRT VERTIV HOLDINGS COMPANY | COMPLIANT | 0.15% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| HWM HOWMET AEROSPACE INC | NON_COMPLIANT | 0.15% | AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0% |
| MEDLINE BORROWER LP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| MU MICRON TECHNOLOGY INC | COMPLIANT | 0.15% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| C CITIGROUP INC | NON_COMPLIANT | 0.15% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| ONEOK INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.15% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| Balboa Bay Loan Funding Ltd | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GE GE AEROSPACE | NON_COMPLIANT | 0.15% | AAOIFI6.1% Usmani16.1% Dow Jones Islamic7.4% S&P Shariah8.6% MSCI Islamic16.1% MSCI Islamic M-Series8.6% FTSE Shariah15.3% |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 0.15% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| HII HUNTINGTON INGALLS INDUSTRIES INC | NON_COMPLIANT | 0.15% | AAOIFI25.6% Usmani23.1% Dow Jones Islamic27.0% S&P Shariah28.2% MSCI Islamic23.1% MSCI Islamic M-Series28.2% FTSE Shariah21.3% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| CORPORACION NACIONAL DEL COBRE DEL CHILE SA | UNSCREENED | 0.15% | no in-house ratios for this holding |
| NAVIGATOR 2025-1 AVIATION LTD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CHENIERE ENERGY PARTNERS LP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.15% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| GLENCORE FUNDING LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SNPS SYNOPSYS INC | COMPLIANT | 0.15% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| C CITIGROUP INC | NON_COMPLIANT | 0.15% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 0.14% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.14% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| HPE HEWLETT PACKARD ENTERPRISE COMPANY | NON_COMPLIANT | 0.14% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| AON NORTH AMERICA INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ANHEUSER-BUSCH INBEV WORLDWIDE INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| DANSKE.CO DANSKE BANK A/S | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FE FIRSTENERGY CORP | NON_COMPLIANT | 0.14% | AAOIFI101.8% Usmani48.1% Dow Jones Islamic111.3% S&P Shariah119.2% MSCI Islamic48.0% MSCI Islamic M-Series119.2% FTSE Shariah47.5% |
| C CITIGROUP INC | NON_COMPLIANT | 0.14% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| GEV GE VERNOVA INC | COMPLIANT | 0.14% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.14% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| MARS INC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ENTERPRISE PRODUCTS OPERATING LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| MORGAN STANLEY CAPITAL I TRUST 2021-L6 | UNSCREENED | 0.13% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.13% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| METLIFE CAPITAL TRUST IV | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.13% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| C CITIGROUP INC | NON_COMPLIANT | 0.13% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| AVGO BROADCOM INC | COMPLIANT | 0.13% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| AUSTRALIAN METCOAL FINANCING PTY LTD | UNSCREENED | 0.13% | no in-house ratios for this holding |
| AMERICAN TRANSMISSION SYSTEMS INC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.13% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| BNP.PA BNP PARIBAS SA | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MF1 2025-FL19 LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| NIPPON LIFE INSURANCE COMPANY | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BAYFRONT IABS VIII PTE LTD | UNSCREENED | 0.13% | no in-house ratios for this holding |
| OBX 2021-NQM2 TRUST | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ENTERPRISE PRODUCTS OPERATING LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.13% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FMCC FEDERAL HOME LOAN MORTGAGE CORP | NON_COMPLIANT | 0.13% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| FORTRESS CREDIT BSL X LTD | UNSCREENED | 0.13% | no in-house ratios for this holding |
| WEA FINANCE LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ETN EATON CORP | COMPLIANT | 0.12% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| US BANCORP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AERCAP IRELAND CAPITAL DAC / AERCAP GLOBAL AVIATION TRUST | UNSCREENED | 0.12% | no in-house ratios for this holding |
| RELIANCE.NS RELIANCE INDUSTRIES LTD | COMPLIANT | 0.12% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| EQT EQT CORP | COMPLIANT | 0.12% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| NEW RESIDENTIAL MORTGAGE LOAN TRUST 2015-1 | UNSCREENED | 0.12% | no in-house ratios for this holding |
| META META PLATFORMS INC | QUESTIONABLE | 0.12% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 0.12% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| EXTENDED STAY AMERICA INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FOX FOX CORP | NON_COMPLIANT | 0.12% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| CSMC 2019-AFC1 TRUST | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MPLX MPLX LP | NON_COMPLIANT | 0.11% | AAOIFI42.8% Usmani60.3% Dow Jones Islamic52.4% S&P Shariah59.3% MSCI Islamic60.3% MSCI Islamic M-Series59.3% FTSE Shariah59.7% |
| SCHW CHARLES SCHWAB CORP (THE) | NON_COMPLIANT | 0.11% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| T AT&T INC | NON_COMPLIANT | 0.11% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| PETROBRAS GLOBAL FINANCE BV | UNSCREENED | 0.11% | no in-house ratios for this holding |
The published standards disagree about this fund by 3 points of portfolio weight — 9.5% of it passes Dow Jones Islamic, 6.7% 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 9.0% ratios fail on 16.2% 74.8% not rated under AAOIFI
ratios pass on 7.5% ratios fail on 12.4% 80.2% not rated under Usmani
ratios pass on 9.5% ratios fail on 15.3% 75.1% not rated under Dow Jones Islamic
ratios pass on 8.7% ratios fail on 16.1% 75.2% not rated under S&P Shariah
ratios pass on 6.7% ratios fail on 12.8% 80.6% not rated under MSCI Islamic
ratios pass on 8.7% ratios fail on 16.2% 75.1% not rated under MSCI Islamic M-Series
ratios pass on 7.4% ratios fail on 12.4% 80.2% not rated under FTSE Shariah
88 of 503 listed holdings carry our own per-methodology verdicts (26% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 76 (22% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 8.47% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 8.08% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 7.90% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 7.85% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.83% |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 0.71% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.67% |
| GS GOLDMAN SACHS GROUP INC (THE) | 0.53% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 0.53% |
| BAC BANK OF AMERICA CORP | 0.41% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Western Asset Intermediate Bond Fund (WATAX) 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 OF AMERICA - BUREAU OF THE PUBLIC DEBTnot matched to a ticker | 8.47% | Non-compliant |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBTnot matched to a ticker | 8.08% | Non-compliant |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBTnot matched to a ticker | 7.90% | Non-compliant |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBTnot matched to a ticker | 7.85% | Non-compliant |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBTnot matched to a ticker | 0.83% | Non-compliant |
| ASIAN DEVELOPMENT BANKnot matched to a ticker | 0.79% | Not screened |
| TSMC ARIZONA CORPnot matched to a ticker | 0.72% | Not screened |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATIONnot matched to a ticker | 0.71% | Non-compliant |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBTnot matched to a ticker | 0.67% | Non-compliant |
| CARVAL CLO XI-C LTDnot matched to a ticker | 0.63% | Not screened |
Top 10 of 503 holdings, 36.7% 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 WATAX. 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) | 37.20 | NEUTRAL |
| Stochastic %K (14) | 20.00 | BUY |
| CCI (20) | -41.38 | NEUTRAL |
| Williams %R (14) | -80.00 | BUY |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -0.11 | SELL |
| Momentum (10) | -0.01 | SELL |
| EMA (10) | 9.45 | SELL |
| SMA (10) | 9.44 | BUY |
| EMA (20) | 9.48 | SELL |
| SMA (20) | 9.47 | SELL |
| EMA (30) | 9.50 | SELL |
| SMA (30) | 9.52 | SELL |
| EMA (50) | 9.54 | SELL |
| SMA (50) | 9.57 | SELL |
| EMA (100) | 9.58 | SELL |
| SMA (100) | 9.60 | SELL |
| EMA (200) | 9.60 | SELL |
| SMA (200) | 9.63 | 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.