Verdicts genuinely change. Free email alert the moment WVMRX'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 Mid Cap Value Fund · WILLIAM BLAIR FUNDS
56 holdings
NON-COMPLIANT 41.99% of portfolio weight is in non-compliant holdings, over the 5% threshold.
56 holdings, 47 matched (86% of weight). Portfolio as of 2026-06-30, filed 2026-08-14. Source: SEC Form N-PORT.
3.66% of this portfolio’s income is non-permissible — weighted across holdings, computed over 82% of portfolio weight (45 of 56 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.
41.0% compliant 0.0% questionable 42.0% non-compliant 13.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| FLEX Flex Ltd | COMPLIANT | 4.19% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| STMPA.PA STMicroelectronics NV | COMPLIANT | 4.08% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| HPE Hewlett Packard Enterprise Co | NON_COMPLIANT | 3.33% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| TKR Timken Co/The | COMPLIANT | 2.93% | AAOIFI25.5% Usmani31.9% Dow Jones Islamic35.3% S&P Shariah36.7% MSCI Islamic31.9% MSCI Islamic M-Series36.7% FTSE Shariah30.0% |
| ESI Element Solutions Inc | COMPLIANT | 2.65% | AAOIFI20.7% Usmani31.7% Dow Jones Islamic26.2% S&P Shariah28.2% MSCI Islamic31.7% MSCI Islamic M-Series28.2% FTSE Shariah30.2% |
| TOL Toll Brothers Inc | COMPLIANT | 2.40% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ETR Entergy Corp | NON_COMPLIANT | 2.39% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| GMED Globus Medical Inc | COMPLIANT | 2.20% | AAOIFI1.1% Usmani2.0% Dow Jones Islamic1.1% S&P Shariah1.2% MSCI Islamic2.0% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| JBL Jabil Inc | COMPLIANT | 2.19% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| STT State Street Corp | NON_COMPLIANT | 2.08% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EWBC East West Bancorp Inc | NON_COMPLIANT | 1.99% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| DCI Donaldson Co Inc | COMPLIANT | 1.98% | AAOIFI13.2% Usmani33.6% Dow Jones Islamic14.4% S&P Shariah15.1% MSCI Islamic33.6% MSCI Islamic M-Series15.1% FTSE Shariah32.1% |
| REG Regency Centers Corp | NON_COMPLIANT | 1.98% | AAOIFI36.3% Usmani38.4% Dow Jones Islamic38.6% S&P Shariah41.4% MSCI Islamic38.4% MSCI Islamic M-Series41.4% FTSE Shariah38.4% |
| PSX Phillips 66 | NON_COMPLIANT | 1.94% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| HST Host Hotels & Resorts Inc | NON_COMPLIANT | 1.91% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| USFD US Foods Holding Corp | NON_COMPLIANT | 1.91% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| DOV Dover Corp | COMPLIANT | 1.86% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| PPL PPL Corp | NON_COMPLIANT | 1.85% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| NI NiSource Inc | NON_COMPLIANT | 1.85% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| EG Everest Group Ltd | NON_COMPLIANT | 1.83% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Huntington Bancshares Inc/OH | UNSCREENED | 1.82% | no in-house ratios for this holding |
| ALK Alaska Air Group Inc | NON_COMPLIANT | 1.82% | AAOIFI158.3% Usmani35.0% Dow Jones Islamic123.9% S&P Shariah132.3% MSCI Islamic35.0% MSCI Islamic M-Series132.3% FTSE Shariah28.5% |
| Allison Transmission Holdings Inc | UNSCREENED | 1.80% | no in-house ratios for this holding |
| KEX Kirby Corp | COMPLIANT | 1.79% | AAOIFI16.8% Usmani19.6% Dow Jones Islamic18.8% S&P Shariah19.7% MSCI Islamic19.6% MSCI Islamic M-Series19.7% FTSE Shariah16.6% |
| Willis Towers Watson PLC | UNSCREENED | 1.67% | no in-house ratios for this holding |
| JB Hunt Transport Services Inc | UNSCREENED | 1.67% | no in-house ratios for this holding |
| ALLE Allegion plc | COMPLIANT | 1.64% | AAOIFI17.0% Usmani41.5% Dow Jones Islamic17.5% S&P Shariah18.7% MSCI Islamic41.5% MSCI Islamic M-Series18.7% FTSE Shariah37.9% |
| ACGL Arch Capital Group Ltd | NON_COMPLIANT | 1.61% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ICLR ICON PLC | COMPLIANT | 1.61% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| Crown Holdings Inc | UNSCREENED | 1.58% | no in-house ratios for this holding |
| DOC Healthpeak Properties Inc | NON_COMPLIANT | 1.58% | AAOIFI67.5% Usmani46.3% Dow Jones Islamic80.6% S&P Shariah86.7% MSCI Islamic46.3% MSCI Islamic M-Series86.7% FTSE Shariah46.3% |
| HIG Hartford Insurance Group Inc/The | NON_COMPLIANT | 1.56% | AAOIFI11.7% Usmani5.0% Dow Jones Islamic12.4% S&P Shariah13.6% MSCI Islamic5.0% MSCI Islamic M-Series13.6% FTSE Shariah5.0% |
| CEMEXCPO.MX Cemex SAB de CV | NON_COMPLIANT | 1.56% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| IP International Paper Co | NON_COMPLIANT | 1.56% | AAOIFI50.2% Usmani27.3% Dow Jones Islamic47.6% S&P Shariah55.5% MSCI Islamic27.1% MSCI Islamic M-Series55.5% FTSE Shariah25.2% |
| WEX WEX Inc | NON_COMPLIANT | 1.53% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| JEF Jefferies Financial Group Inc | NON_COMPLIANT | 1.53% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| Brunswick Corp/DE | UNSCREENED | 1.53% | no in-house ratios for this holding |
| VICI VICI Properties Inc | NON_COMPLIANT | 1.51% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| KKR KKR & Co Inc | NON_COMPLIANT | 1.50% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KNX Knight-Swift Transportation Holdings Inc | COMPLIANT | 1.49% | AAOIFI22.0% Usmani26.4% Dow Jones Islamic29.8% S&P Shariah30.4% MSCI Islamic21.6% MSCI Islamic M-Series30.4% FTSE Shariah18.7% |
| CACI International Inc | UNSCREENED | 1.47% | no in-house ratios for this holding |
| EHC Encompass Health Corp | COMPLIANT | 1.44% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| RGLD Royal Gold Inc | COMPLIANT | 1.28% | AAOIFI1.8% Usmani4.2% Dow Jones Islamic2.7% S&P Shariah3.3% MSCI Islamic4.2% MSCI Islamic M-Series3.3% FTSE Shariah4.2% |
| Carlyle Group Inc/The | UNSCREENED | 1.26% | no in-house ratios for this holding |
| LH Labcorp Holdings Inc | COMPLIANT | 1.25% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| COR Cencora Inc | COMPLIANT | 1.19% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| CPT Camden Property Trust | NON_COMPLIANT | 1.16% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Check Point Software Technologies Ltd | UNSCREENED | 1.06% | no in-house ratios for this holding |
| TAP Molson Coors Beverage Co | NON_COMPLIANT | 1.06% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| EXE Expand Energy Corp | COMPLIANT | 0.98% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| TSN Tyson Foods Inc | NON_COMPLIANT | 0.97% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| FANG Diamondback Energy Inc | COMPLIANT | 0.96% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| INGR Ingredion Inc | COMPLIANT | 0.86% | AAOIFI28.1% Usmani22.1% Dow Jones Islamic23.4% S&P Shariah24.2% MSCI Islamic22.1% MSCI Islamic M-Series24.2% FTSE Shariah22.1% |
| PR Permian Resources Corp | COMPLIANT | 0.80% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| DVN Devon Energy Corp | COMPLIANT | 0.69% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| CTSH Cognizant Technology Solutions Corp | COMPLIANT | 0.53% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
The published standards disagree about this fund by 15 points of portfolio weight — 50.1% of it passes AAOIFI, 34.7% passes S&P Shariah. 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 50.1% ratios fail on 31.7% 15.0% not rated under AAOIFI
ratios pass on 41.6% ratios fail on 35.9% 19.3% not rated under Usmani
ratios pass on 37.8% ratios fail on 41.8% 17.2% not rated under Dow Jones Islamic
ratios pass on 34.7% ratios fail on 45.0% 17.2% not rated under S&P Shariah
ratios pass on 42.6% ratios fail on 37.1% 17.2% not rated under MSCI Islamic
ratios pass on 36.6% ratios fail on 43.1% 17.2% not rated under MSCI Islamic M-Series
ratios pass on 48.8% ratios fail on 30.8% 17.2% not rated under FTSE Shariah
47 of 56 listed holdings carry our own per-methodology verdicts (83% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 44 (76% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| HPE Hewlett Packard Enterprise Co | 3.33% |
| ETR Entergy Corp | 2.39% |
| STT State Street Corp | 2.08% |
| EWBC East West Bancorp Inc | 1.99% |
| REG Regency Centers Corp | 1.98% |
| PSX Phillips 66 | 1.94% |
| HST Host Hotels & Resorts Inc | 1.91% |
| USFD US Foods Holding Corp | 1.91% |
| PPL PPL Corp | 1.85% |
| NI NiSource Inc | 1.85% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
William Blair Mid Cap Value Fund (WVMRX) 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 |
|---|---|---|
| FLEXFlex Ltd | 4.19% | Compliant |
| STMPA.PASTMicroelectronics NV | 4.08% | Compliant |
| HPEHewlett Packard Enterprise Co | 3.33% | Non-compliant |
| TKRTimken Co/The | 2.93% | Compliant |
| ESIElement Solutions Inc | 2.65% | Compliant |
| TOLToll Brothers Inc | 2.40% | Compliant |
| ETREntergy Corp | 2.39% | Non-compliant |
| GMEDGlobus Medical Inc | 2.20% | Compliant |
| JBLJabil Inc | 2.19% | Compliant |
| STTState Street Corp | 2.08% | Non-compliant |
Top 10 of 56 holdings, 28.5% 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 WVMRX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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) | 50.80 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 127.72 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 1.31 | BUY |
| Momentum (10) | 0.17 | BUY |
| EMA (10) | 13.06 | BUY |
| SMA (10) | 13.04 | BUY |
| EMA (20) | 13.09 | BUY |
| SMA (20) | 13.01 | BUY |
| EMA (30) | 13.17 | SELL |
| SMA (30) | 13.14 | BUY |
| EMA (50) | 13.26 | SELL |
| SMA (50) | 13.42 | SELL |
| EMA (100) | 13.24 | SELL |
| SMA (100) | 13.46 | SELL |
| EMA (200) | 12.83 | BUY |
| SMA (200) | 12.94 | 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.