Verdicts genuinely change. Free email alert the moment YACKX'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.
AMG Yacktman Fund · AMG Funds
62 holdings
NON-COMPLIANT 36.76% of portfolio weight is in non-compliant holdings, over the 5% threshold.
3.80% 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.
62 holdings, 53 matched (88% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
2.75% of this portfolio’s income is non-permissible — weighted across holdings, computed over 74% of portfolio weight (44 of 62 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.
43.2% compliant 8.2% questionable 36.7% non-compliant 11.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| 005930.KS SAMSUNG ELECTRONICS CO LTD | COMPLIANT | 7.95% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| BOL.PA BOLLORE SE | NON_COMPLIANT | 5.65% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BRK.B BERKSHIRE HATHAWAY INC | NON_COMPLIANT | 4.47% | no in-house ratios for this holding |
| CNQ CANADIAN NATURAL RESOURCES LTD | COMPLIANT | 4.35% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JPMORGAN TRUST II | UNSCREENED | 3.89% | no in-house ratios for this holding |
| FIXED INCOME CLEARING CORPORATION | UNSCREENED | 3.82% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 3.60% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| 012330.KS HYUNDAI MOBIS COMPANY LTD | COMPLIANT | 3.26% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SCHW CHARLES SCHWAB CORP (THE) | NON_COMPLIANT | 3.17% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 2.98% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| JNJ JOHNSON & JOHNSON | COMPLIANT | 2.68% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| RS RELIANCE INC | COMPLIANT | 2.57% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| PG PROCTER & GAMBLE COMPANY (THE) | COMPLIANT | 2.48% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| U-HAUL HOLDING COMPANY | UNSCREENED | 2.34% | no in-house ratios for this holding |
| PEP PEPSICO INC | COMPLIANT | 2.24% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| 028260.KS SAMSUNG C&T CORP | COMPLIANT | 2.13% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| FOX FOX CORP | NON_COMPLIANT | 2.00% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| TLN TALEN ENERGY CORP | NON_COMPLIANT | 1.85% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| FANG DIAMONDBACK ENERGY INC | COMPLIANT | 1.69% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| NWS NEWS CORP | QUESTIONABLE | 1.64% | AAOIFI17.0% Usmani18.8% Dow Jones Islamic17.4% S&P Shariah18.5% MSCI Islamic18.8% MSCI Islamic M-Series18.5% FTSE Shariah12.8% |
| STT STATE STREET CORP | NON_COMPLIANT | 1.63% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 1.54% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| COP CONOCOPHILLIPS | COMPLIANT | 1.50% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| KO COCA-COLA COMPANY (THE) | COMPLIANT | 1.45% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| EOG EOG RESOURCES INC | COMPLIANT | 1.43% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| AWI ARMSTRONG WORLD INDUSTRIES INC | COMPLIANT | 1.32% | AAOIFI7.5% Usmani28.9% Dow Jones Islamic7.7% S&P Shariah8.7% MSCI Islamic27.1% MSCI Islamic M-Series8.7% FTSE Shariah24.5% |
| KVUE KENVUE INC | COMPLIANT | 1.31% | AAOIFI24.4% Usmani32.2% Dow Jones Islamic23.6% S&P Shariah24.1% MSCI Islamic32.2% MSCI Islamic M-Series24.1% FTSE Shariah31.7% |
| EBAY EBAY INC | COMPLIANT | 1.23% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| DIS WALT DISNEY COMPANY (THE) | NON_COMPLIANT | 1.19% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| INGR INGREDION INC | COMPLIANT | 1.17% | AAOIFI28.1% Usmani22.1% Dow Jones Islamic23.4% S&P Shariah24.2% MSCI Islamic22.1% MSCI Islamic M-Series24.2% FTSE Shariah22.1% |
| TSN TYSON FOODS INC | NON_COMPLIANT | 1.10% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| LHX L3HARRIS TECHNOLOGIES INC | NON_COMPLIANT | 1.08% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| SYY SYSCO CORP | NON_COMPLIANT | 1.03% | AAOIFI38.2% Usmani54.1% Dow Jones Islamic41.2% S&P Shariah41.9% MSCI Islamic52.7% MSCI Islamic M-Series41.9% FTSE Shariah47.6% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | COMPLIANT | 1.01% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| INTU INTUIT INC | COMPLIANT | 0.99% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| LMT LOCKHEED MARTIN CORP | NON_COMPLIANT | 0.98% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.98% | no in-house ratios for this holding |
| 005380.KS HYUNDAI MOTOR COMPANY | NON_COMPLIANT | 0.98% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.96% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.94% | no in-house ratios for this holding |
| UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | NON_COMPLIANT | 0.93% | no in-house ratios for this holding |
| NOC NORTHROP GRUMMAN CORP | NON_COMPLIANT | 0.91% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| BELLRING BRANDS INC | UNSCREENED | 0.89% | no in-house ratios for this holding |
| CL COLGATE-PALMOLIVE COMPANY | COMPLIANT | 0.88% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PYPL PAYPAL HOLDINGS INC | NON_COMPLIANT | 0.79% | AAOIFI22.1% Usmani12.5% Dow Jones Islamic16.3% S&P Shariah16.0% MSCI Islamic12.5% MSCI Islamic M-Series16.0% FTSE Shariah11.7% |
| FOX FOX CORP | NON_COMPLIANT | 0.79% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| DAR DARLING INGREDIENTS INC | NON_COMPLIANT | 0.76% | AAOIFI41.5% Usmani38.0% Dow Jones Islamic62.6% S&P Shariah61.5% MSCI Islamic38.0% MSCI Islamic M-Series61.5% FTSE Shariah35.9% |
| 005380.KS HYUNDAI MOTOR COMPANY | NON_COMPLIANT | 0.74% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.69% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| AVANTOR INC | UNSCREENED | 0.61% | no in-house ratios for this holding |
| OLN OLIN CORP | NON_COMPLIANT | 0.60% | AAOIFI167.1% Usmani45.8% Dow Jones Islamic116.6% S&P Shariah89.2% MSCI Islamic45.8% MSCI Islamic M-Series89.2% FTSE Shariah40.7% |
| BR BROADRIDGE FINANCIAL SOLUTIONS INC | COMPLIANT | 0.59% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FDS FACTSET RESEARCH SYSTEMS INC | COMPLIANT | 0.59% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| BNR.DE BRENNTAG SE | NON_COMPLIANT | 0.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ABF.L ASSOCIATED BRITISH FOODS PLC | COMPLIANT | 0.39% | AAOIFIpass Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.37% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| U-HAUL HOLDING COMPANY | UNSCREENED | 0.27% | no in-house ratios for this holding |
| EMBC EMBECTA CORP | NON_COMPLIANT | 0.16% | AAOIFI467.7% Usmani118.7% Dow Jones Islamic228.0% S&P Shariah214.9% MSCI Islamic116.2% MSCI Islamic M-Series214.9% FTSE Shariah115.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| EAF GRAFTECH INTERNATIONAL LTD | NON_COMPLIANT | 0.06% | AAOIFI740.9% Usmani114.9% Dow Jones Islamic396.8% S&P Shariah328.0% MSCI Islamic114.9% MSCI Islamic M-Series328.0% FTSE Shariah114.9% |
| GRAFTECH FINANCE INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DAIWA CAPITAL MARKETS AMERICA INC. | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 11 points of portfolio weight — 57.8% of it passes FTSE Shariah, 46.8% 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 53.3% ratios fail on 20.5% 26.4% not rated under AAOIFI
ratios pass on 52.8% ratios fail on 17.8% 29.6% not rated under Usmani
ratios pass on 46.8% ratios fail on 26.9% 26.4% not rated under Dow Jones Islamic
ratios pass on 50.9% ratios fail on 22.9% 26.4% not rated under S&P Shariah
ratios pass on 50.0% ratios fail on 17.0% 33.2% not rated under MSCI Islamic
ratios pass on 46.8% ratios fail on 26.9% 26.4% not rated under MSCI Islamic M-Series
ratios pass on 57.8% ratios fail on 12.7% 29.6% not rated under FTSE Shariah
46 of 62 listed holdings carry our own per-methodology verdicts (80% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 36 (60% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BOL.PA BOLLORE SE | 5.65% |
| BRK.B BERKSHIRE HATHAWAY INC | 4.47% |
| SCHW CHARLES SCHWAB CORP (THE) | 3.17% |
| FOX FOX CORP | 2.00% |
| TLN TALEN ENERGY CORP | 1.85% |
| STT STATE STREET CORP | 1.63% |
| ELV ELEVANCE HEALTH INC | 1.54% |
| DIS WALT DISNEY COMPANY (THE) | 1.19% |
| TSN TYSON FOODS INC | 1.10% |
| LHX L3HARRIS TECHNOLOGIES INC | 1.08% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
AMG Yacktman Fund (YACKX) 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 |
|---|---|---|
| 005930.KSSAMSUNG ELECTRONICS CO LTD | 7.95% | Compliant |
| BOL.PABOLLORE SE | 5.65% | Non-compliant |
| BRK.BBERKSHIRE HATHAWAY INC | 4.47% | Non-compliant |
| CNQCANADIAN NATURAL RESOURCES LTD | 4.35% | Compliant |
| JPMORGAN TRUST IInot matched to a ticker | 3.89% | Not screened |
| FIXED INCOME CLEARING CORPORATIONnot matched to a ticker | 3.82% | Not screened |
| GOOGALPHABET INC | 3.60% | Questionable |
| 012330.KSHYUNDAI MOBIS COMPANY LTD | 3.26% | Compliant |
| SCHWCHARLES SCHWAB CORP (THE) | 3.17% | Non-compliant |
| MSFTMICROSOFT CORP | 2.98% | Questionable |
Top 10 of 62 holdings, 43.1% 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 YACKX. 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) | 48.50 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 31.22 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 0.90 | BUY |
| Momentum (10) | 0.24 | BUY |
| EMA (10) | 26.71 | BUY |
| SMA (10) | 26.62 | BUY |
| EMA (20) | 26.80 | BUY |
| SMA (20) | 26.74 | BUY |
| EMA (30) | 26.88 | SELL |
| SMA (30) | 26.98 | SELL |
| EMA (50) | 26.89 | SELL |
| SMA (50) | 27.23 | SELL |
| EMA (100) | 26.54 | BUY |
| SMA (100) | 26.75 | BUY |
| EMA (200) | 25.39 | BUY |
| SMA (200) | 25.62 | 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.