Verdicts genuinely change. Free email alert the moment WBCRX'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.
William Blair Small-Mid Cap Core Fund · WILLIAM BLAIR FUNDS
93 holdings
NON-COMPLIANT 34.91% of portfolio weight is in non-compliant holdings, over the 5% threshold.
93 holdings, 85 matched (91% of weight). Portfolio as of 2026-06-30, filed 2026-08-14. Source: SEC Form N-PORT.
1.51% of this portfolio’s income is non-permissible — weighted across holdings, computed over 77% of portfolio weight (73 of 93 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.
56.0% compliant 0.0% questionable 34.9% non-compliant 9.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Fixed Income Clearing Corp. | UNSCREENED | 3.07% | no in-house ratios for this holding |
| BWA BorgWarner Inc | NON_COMPLIANT | 2.05% | AAOIFI30.1% Usmani29.2% Dow Jones Islamic43.9% S&P Shariah46.5% MSCI Islamic29.2% MSCI Islamic M-Series46.5% FTSE Shariah27.7% |
| FFIV F5 Inc | COMPLIANT | 1.76% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EG Everest Group Ltd | NON_COMPLIANT | 1.69% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| P Everpure Inc | COMPLIANT | 1.68% | AAOIFI0.7% Usmani4.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic4.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| DBD Diebold Nixdorf Inc | NON_COMPLIANT | 1.67% | AAOIFI48.7% Usmani29.7% Dow Jones Islamic51.4% S&P Shariah58.9% MSCI Islamic29.7% MSCI Islamic M-Series58.9% FTSE Shariah25.2% |
| CRS Carpenter Technology Corp | COMPLIANT | 1.66% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.9% S&P Shariah6.4% MSCI Islamic19.0% MSCI Islamic M-Series6.4% FTSE Shariah18.0% |
| KNX Knight-Swift Transportation Holdings Inc | COMPLIANT | 1.66% | AAOIFI22.0% Usmani26.4% Dow Jones Islamic29.8% S&P Shariah30.4% MSCI Islamic21.6% MSCI Islamic M-Series30.4% FTSE Shariah18.7% |
| IDA IDACORP Inc | NON_COMPLIANT | 1.65% | AAOIFI43.9% Usmani33.8% Dow Jones Islamic52.0% S&P Shariah58.2% MSCI Islamic33.7% MSCI Islamic M-Series58.2% FTSE Shariah33.7% |
| AKAM Akamai Technologies Inc | NON_COMPLIANT | 1.63% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LB Landbridge Co LLC | COMPLIANT | 1.62% | AAOIFI8.0% Usmani38.9% Dow Jones Islamic10.9% S&P Shariahpass MSCI Islamic38.9% MSCI Islamic M-Seriespass FTSE Shariah38.9% |
| PRMB Primo Brands Corp | NON_COMPLIANT | 1.54% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| AIT Applied Industrial Technologies Inc | COMPLIANT | 1.43% | AAOIFI4.2% Usmani16.7% Dow Jones Islamic5.0% S&P Shariah5.6% MSCI Islamic16.7% MSCI Islamic M-Series5.6% FTSE Shariah9.3% |
| Old National Bancorp/IN | UNSCREENED | 1.42% | no in-house ratios for this holding |
| VCEL Vericel Corp | COMPLIANT | 1.40% | AAOIFI4.0% Usmani18.5% Dow Jones Islamic4.4% S&P Shariah4.4% MSCI Islamic18.4% MSCI Islamic M-Series4.4% FTSE Shariah0.0% |
| TLN Talen Energy Corp | NON_COMPLIANT | 1.37% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| JBTM JBT Marel Corp | COMPLIANT | 1.37% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| TWST Twist Bioscience Corp | COMPLIANT | 1.33% | AAOIFI1.1% Usmani13.9% Dow Jones Islamic3.2% S&P Shariah3.5% MSCI Islamic13.9% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| CW Curtiss-Wright Corp | NON_COMPLIANT | 1.32% | AAOIFI5.7% Usmani21.1% Dow Jones Islamic5.9% S&P Shariah7.1% MSCI Islamic21.1% MSCI Islamic M-Series7.1% FTSE Shariah17.5% |
| MRX Marex Group PLC | NON_COMPLIANT | 1.32% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| FPS Forgent Power Solutions Inc | COMPLIANT | 1.31% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BWIN Baldwin Insurance Group Inc/The | COMPLIANT | 1.31% | AAOIFI2.7% Usmani1.8% Dow Jones Islamic10.0% S&P Shariah10.5% MSCI Islamic1.8% MSCI Islamic M-Series10.5% FTSE Shariah0.3% |
| RS Reliance Inc | COMPLIANT | 1.29% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| SYNA Synaptics Inc | COMPLIANT | 1.25% | AAOIFI22.6% Usmani41.7% Dow Jones Islamic28.1% S&P Shariah26.5% MSCI Islamic41.7% MSCI Islamic M-Series26.5% FTSE Shariah39.8% |
| SN SharkNinja Inc | COMPLIANT | 1.25% | AAOIFI3.7% Usmani16.3% Dow Jones Islamic5.8% S&P Shariah6.9% MSCI Islamic16.3% MSCI Islamic M-Series6.9% FTSE Shariah12.8% |
| EWBC East West Bancorp Inc | NON_COMPLIANT | 1.25% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| BANR Banner Corp | NON_COMPLIANT | 1.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GTX Garrett Motion Inc | COMPLIANT | 1.24% | AAOIFI30.6% Usmani61.9% Dow Jones Islamic45.9% S&P Shariah52.7% MSCI Islamic61.9% MSCI Islamic M-Series52.7% FTSE Shariah59.7% |
| OSIS OSI Systems Inc | NON_COMPLIANT | 1.23% | AAOIFI32.2% Usmani42.0% Dow Jones Islamic28.5% S&P Shariah32.8% MSCI Islamic42.0% MSCI Islamic M-Series32.8% FTSE Shariah40.0% |
| DY Dycom Industries Inc | COMPLIANT | 1.23% | AAOIFI33.4% Usmani46.6% Dow Jones Islamic36.4% S&P Shariah44.4% MSCI Islamic46.6% MSCI Islamic M-Series44.4% FTSE Shariah43.1% |
| HALO Halozyme Therapeutics Inc | COMPLIANT | 1.22% | AAOIFI17.2% Usmani83.3% Dow Jones Islamic27.4% S&P Shariah30.4% MSCI Islamic83.3% MSCI Islamic M-Series30.4% FTSE Shariah83.3% |
| RRX Regal Rexnord Corp | NON_COMPLIANT | 1.21% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| LFUS Littelfuse Inc | COMPLIANT | 1.21% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| NBHC National Bank Holdings Corp | NON_COMPLIANT | 1.19% | AAOIFI10.8% Usmani1.6% Dow Jones Islamic12.9% S&P Shariah13.9% MSCI Islamic1.6% MSCI Islamic M-Series13.9% FTSE Shariah1.6% |
| NVT nVent Electric PLC | COMPLIANT | 1.19% | AAOIFI6.2% Usmani22.8% Dow Jones Islamic10.2% S&P Shariah11.5% MSCI Islamic22.8% MSCI Islamic M-Series11.5% FTSE Shariah20.9% |
| HQY HealthEquity Inc | COMPLIANT | 1.18% | AAOIFI12.2% Usmani29.7% Dow Jones Islamic12.2% S&P Shariah13.0% MSCI Islamic29.7% MSCI Islamic M-Series13.0% FTSE Shariah28.5% |
| ULS UL Solutions Inc | COMPLIANT | 1.18% | AAOIFI3.2% Usmani15.3% Dow Jones Islamic3.4% S&P Shariahpass MSCI Islamic15.3% MSCI Islamic M-Seriespass FTSE Shariah9.7% |
| BIRK Birkenstock Holding Plc | COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MMSI Merit Medical Systems Inc | COMPLIANT | 1.16% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| FLS Flowserve Corp | COMPLIANT | 1.15% | AAOIFI23.8% Usmani36.7% Dow Jones Islamic28.9% S&P Shariah32.3% MSCI Islamic36.7% MSCI Islamic M-Series32.3% FTSE Shariah33.8% |
| JLL Jones Lang LaSalle Inc | NON_COMPLIANT | 1.15% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| ITGR Integer Holdings Corp | NON_COMPLIANT | 1.13% | AAOIFI30.5% Usmani39.9% Dow Jones Islamic35.6% S&P Shariah36.3% MSCI Islamic38.4% MSCI Islamic M-Series36.3% FTSE Shariah36.2% |
| POWI Power Integrations Inc | COMPLIANT | 1.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LECO Lincoln Electric Holdings Inc | COMPLIANT | 1.12% | AAOIFI8.0% Usmani31.5% Dow Jones Islamic9.6% S&P Shariah9.9% MSCI Islamic31.5% MSCI Islamic M-Series9.9% FTSE Shariah30.2% |
| Carlyle Group Inc/The | UNSCREENED | 1.09% | no in-house ratios for this holding |
| JAZZ Jazz Pharmaceuticals PLC | COMPLIANT | 1.08% | AAOIFI31.0% Usmani39.7% Dow Jones Islamic44.2% S&P Shariah48.5% MSCI Islamic39.7% MSCI Islamic M-Series48.5% FTSE Shariah39.3% |
| SLVM Sylvamo Corp | NON_COMPLIANT | 1.08% | AAOIFI66.4% Usmani33.5% Dow Jones Islamic44.2% S&P Shariah44.0% MSCI Islamic33.0% MSCI Islamic M-Series44.0% FTSE Shariah30.7% |
| AUB Atlantic Union Bankshares Corp | NON_COMPLIANT | 1.07% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| TKR Timken Co/The | COMPLIANT | 1.07% | AAOIFI25.5% Usmani31.9% Dow Jones Islamic35.3% S&P Shariah36.7% MSCI Islamic31.9% MSCI Islamic M-Series36.7% FTSE Shariah30.0% |
| BSY Bentley Systems Inc | COMPLIANT | 1.06% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TRU TransUnion | NON_COMPLIANT | 1.01% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| HR Healthcare Realty Trust Inc | NON_COMPLIANT | 1.01% | AAOIFI63.6% Usmani46.3% Dow Jones Islamic71.4% S&P Shariah74.8% MSCI Islamic46.3% MSCI Islamic M-Series74.8% FTSE Shariah46.3% |
| VSH Vishay Intertechnology Inc | COMPLIANT | 1.00% | AAOIFI20.9% Usmani21.3% Dow Jones Islamic39.9% S&P Shariah39.5% MSCI Islamic21.3% MSCI Islamic M-Series39.5% FTSE Shariah18.9% |
| KWR Quaker Chemical Corp | NON_COMPLIANT | 1.00% | AAOIFI33.2% Usmani32.4% Dow Jones Islamic38.2% S&P Shariah34.7% MSCI Islamic32.4% MSCI Islamic M-Series34.7% FTSE Shariah30.6% |
| DT Dynatrace Inc | COMPLIANT | 1.00% | AAOIFI1.1% Usmani3.9% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic3.9% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| BWX Technologies Inc | UNSCREENED | 0.99% | no in-house ratios for this holding |
| LOPE Grand Canyon Education Inc | COMPLIANT | 0.99% | AAOIFI2.6% Usmani11.3% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic11.3% MSCI Islamic M-Series2.3% FTSE Shariah0.0% |
| CCJ Cameco Corp | COMPLIANT | 0.98% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| REXR Rexford Industrial Realty Inc | NON_COMPLIANT | 0.98% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| MLI Mueller Industries Inc | COMPLIANT | 0.97% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.1% |
| TEX Terex Corp | NON_COMPLIANT | 0.96% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| ONTO Onto Innovation Inc | UNRATED | 0.94% | AAOIFI11.2% Usmani39.8% Dow Jones Islamic16.3% S&P Shariah16.7% MSCI Islamic39.8% MSCI Islamic M-Series16.7% FTSE Shariah39.8% |
| AVY Avery Dennison Corp | COMPLIANT | 0.91% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ELS Equity LifeStyle Properties Inc | COMPLIANT | 0.91% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| EHC Encompass Health Corp | COMPLIANT | 0.90% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| EXP Eagle Materials Inc | NON_COMPLIANT | 0.85% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| LRN Stride Inc | COMPLIANT | 0.85% | AAOIFI12.2% Usmani22.4% Dow Jones Islamic9.2% S&P Shariah10.7% MSCI Islamic17.6% MSCI Islamic M-Series10.7% FTSE Shariah17.2% |
| RVLV Revolve Group Inc | COMPLIANT | 0.84% | AAOIFI2.0% Usmani3.7% Dow Jones Islamic1.7% S&P Shariah1.9% MSCI Islamic3.7% MSCI Islamic M-Series1.9% FTSE Shariah0.0% |
| Maplebear Inc | UNSCREENED | 0.84% | no in-house ratios for this holding |
| VCYT Veracyte Inc | COMPLIANT | 0.83% | AAOIFI1.1% Usmani2.7% Dow Jones Islamic1.4% S&P Shariah1.6% MSCI Islamic2.7% MSCI Islamic M-Series1.6% FTSE Shariah0.0% |
| Agree Realty Corp | UNSCREENED | 0.83% | no in-house ratios for this holding |
| OC Owens Corning | NON_COMPLIANT | 0.82% | AAOIFI43.5% Usmani37.4% Dow Jones Islamic40.6% S&P Shariah39.3% MSCI Islamic37.4% MSCI Islamic M-Series39.3% FTSE Shariah33.2% |
| WFRD Weatherford International PLC | COMPLIANT | 0.72% | AAOIFI26.7% Usmani33.0% Dow Jones Islamic29.9% S&P Shariah26.6% MSCI Islamic31.8% MSCI Islamic M-Series26.6% FTSE Shariah29.0% |
| TPG TPG Inc | NON_COMPLIANT | 0.70% | AAOIFI11.6% Usmani16.7% Dow Jones Islamic11.8% S&P Shariah13.1% MSCI Islamic16.7% MSCI Islamic M-Series13.1% FTSE Shariah16.7% |
| XPEL XPEL Inc | COMPLIANT | 0.69% | AAOIFI4.6% Usmani13.4% Dow Jones Islamic5.6% S&P Shariah5.2% MSCI Islamic13.4% MSCI Islamic M-Series5.2% FTSE Shariah9.5% |
| Americold Realty Trust Inc | UNSCREENED | 0.68% | no in-house ratios for this holding |
| FRPT Freshpet Inc | COMPLIANT | 0.66% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| APG API Group Corp | COMPLIANT | 0.66% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AAOI Applied Optoelectronics Inc | COMPLIANT | 0.66% | AAOIFI1.5% Usmani6.0% Dow Jones Islamic3.5% S&P Shariah5.0% MSCI Islamic6.0% MSCI Islamic M-Series5.0% FTSE Shariah2.6% |
| KMT Kennametal Inc | COMPLIANT | 0.65% | AAOIFI31.5% Usmani23.1% Dow Jones Islamic35.4% S&P Shariah37.0% MSCI Islamic23.1% MSCI Islamic M-Series37.0% FTSE Shariah21.6% |
| WGS GeneDx Holdings Corp | COMPLIANT | 0.63% | AAOIFI4.7% Usmani20.1% Dow Jones Islamic3.9% S&P Shariah5.5% MSCI Islamic20.1% MSCI Islamic M-Series5.5% FTSE Shariah20.1% |
| ERO ERO Copper Corp | COMPLIANT | 0.61% | AAOIFI12.1% Usmani31.6% Dow Jones Islamic27.7% S&P Shariah29.5% MSCI Islamic31.6% MSCI Islamic M-Series29.5% FTSE Shariah31.6% |
| AR Antero Resources Corp | NON_COMPLIANT | 0.58% | AAOIFI37.8% Usmani30.3% Dow Jones Islamic42.6% S&P Shariah46.0% MSCI Islamic30.3% MSCI Islamic M-Series46.0% FTSE Shariah17.2% |
| RGEN Repligen Corp | COMPLIANT | 0.55% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| TECH Bio-Techne Corp | COMPLIANT | 0.54% | AAOIFI2.5% Usmani11.2% Dow Jones Islamic3.0% S&P Shariah2.9% MSCI Islamic11.2% MSCI Islamic M-Series2.9% FTSE Shariah7.7% |
| EYE National Vision Holdings Inc | NON_COMPLIANT | 0.53% | AAOIFI51.3% Usmani34.9% Dow Jones Islamic44.6% S&P Shariah46.7% MSCI Islamic34.8% MSCI Islamic M-Series46.7% FTSE Shariah11.6% |
| PWP Perella Weinberg Partners | NON_COMPLIANT | 0.50% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CRCL Circle Internet Group Inc | NON_COMPLIANT | 0.49% | AAOIFI0.1% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| KRMN Karman Holdings Inc | NON_COMPLIANT | 0.47% | AAOIFI0.5% Usmani8.6% Dow Jones Islamic0.3% S&P Shariahpass MSCI Islamic1.5% MSCI Islamic M-Seriespass FTSE Shariah0.4% |
| PRIM Primoris Services Corp | COMPLIANT | 0.44% | AAOIFI31.5% Usmani27.6% Dow Jones Islamic23.7% S&P Shariah29.6% MSCI Islamic27.6% MSCI Islamic M-Series29.6% FTSE Shariah17.2% |
| SKY Champion Homes Inc | COMPLIANT | 0.35% | AAOIFI1.1% Usmani2.4% Dow Jones Islamic1.1% S&P Shariah0.0% MSCI Islamic2.4% MSCI Islamic M-Series0.0% FTSE Shariah1.1% |
| Dpc Holdings Ltd | UNSCREENED | 0.23% | no in-house ratios for this holding |
| LCLN Lincoln International Inc | NON_COMPLIANT | 0.21% | AAOIFI3.7% Usmani10.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.2% MSCI Islamic M-Seriesfail FTSE Shariah10.2% |
The published standards disagree about this fund by 11 points of portfolio weight — 42.1% of it passes AAOIFI, 30.9% 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 42.1% ratios fail on 33.2% 24.7% not rated under AAOIFI
ratios pass on 35.3% ratios fail on 36.8% 28.0% not rated under Usmani
ratios pass on 38.9% ratios fail on 34.8% 26.4% not rated under Dow Jones Islamic
ratios pass on 39.6% ratios fail on 34.0% 26.4% not rated under S&P Shariah
ratios pass on 30.9% ratios fail on 45.3% 23.9% not rated under MSCI Islamic
ratios pass on 38.9% ratios fail on 34.8% 26.4% not rated under MSCI Islamic M-Series
ratios pass on 38.2% ratios fail on 34.4% 27.5% not rated under FTSE Shariah
85 of 93 listed holdings carry our own per-methodology verdicts (91% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 75 (80% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BWA BorgWarner Inc | 2.05% |
| EG Everest Group Ltd | 1.69% |
| DBD Diebold Nixdorf Inc | 1.67% |
| IDA IDACORP Inc | 1.65% |
| AKAM Akamai Technologies Inc | 1.63% |
| PRMB Primo Brands Corp | 1.54% |
| TLN Talen Energy Corp | 1.37% |
| CW Curtiss-Wright Corp | 1.32% |
| MRX Marex Group PLC | 1.32% |
| EWBC East West Bancorp Inc | 1.25% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
William Blair Small-Mid Cap Core Fund (WBCRX) 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 |
|---|---|---|
| Fixed Income Clearing Corp.not matched to a ticker | 3.07% | Not screened |
| BWABorgWarner Inc | 2.05% | Non-compliant |
| FFIVF5 Inc | 1.76% | Compliant |
| EGEverest Group Ltd | 1.69% | Non-compliant |
| PEverpure Inc | 1.68% | Compliant |
| DBDDiebold Nixdorf Inc | 1.67% | Non-compliant |
| CRSCarpenter Technology Corp | 1.66% | Compliant |
| KNXKnight-Swift Transportation Holdings Inc | 1.66% | Compliant |
| IDAIDACORP Inc | 1.65% | Non-compliant |
| AKAMAkamai Technologies Inc | 1.63% | Non-compliant |
Top 10 of 93 holdings, 18.5% 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 WBCRX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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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) | 46.20 | NEUTRAL |
| Stochastic %K (14) | 52.83 | NEUTRAL |
| CCI (20) | 11.11 | NEUTRAL |
| Williams %R (14) | -47.17 | NEUTRAL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 0.98 | BUY |
| Momentum (10) | 0.18 | BUY |
| EMA (10) | 18.51 | SELL |
| SMA (10) | 18.49 | SELL |
| EMA (20) | 18.55 | SELL |
| SMA (20) | 18.47 | BUY |
| EMA (30) | 18.62 | SELL |
| SMA (30) | 18.57 | SELL |
| EMA (50) | 18.70 | SELL |
| SMA (50) | 18.96 | SELL |
| EMA (100) | 18.59 | SELL |
| SMA (100) | 18.83 | SELL |
| EMA (200) | 18.00 | BUY |
| SMA (200) | 18.04 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.