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.
Columbia Disciplined Core Fund · Columbia Funds Series Trust II
85 holdings · as of 2026-04-30 (4.6 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
NON-COMPLIANT 26.00% of portfolio weight is in non-compliant holdings, over the 5% threshold.
85 holdings, 80 matched (97% of weight). Portfolio as of 2026-04-30, filed 2026-06-25. Source: SEC Form N-PORT.
1.18% of this portfolio’s income is non-permissible — weighted across holdings, computed over 84% of portfolio weight (66 of 85 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.
51.7% compliant 19.2% questionable 26.0% non-compliant 3.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 9.48% | AAOIFI0.7% Usmani12.1% Dow Jones Islamic1.0% S&P Shariah1.2% MSCI Islamic12.1% MSCI Islamic M-Series1.2% FTSE Shariah10.4% |
| GOOG Alphabet Inc | QUESTIONABLE | 7.59% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AAPL Apple Inc | COMPLIANT | 7.44% | AAOIFI1.8% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MSFT Microsoft Corp | QUESTIONABLE | 4.48% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| META Meta Platforms Inc | QUESTIONABLE | 3.27% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| AMZN Amazon.com Inc | QUESTIONABLE | 2.75% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| CVX Chevron Corp | COMPLIANT | 2.19% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| MO Altria Group Inc | NON_COMPLIANT | 2.04% | AAOIFI21.4% Usmani73.6% Dow Jones Islamic25.3% S&P Shariah28.5% MSCI Islamic73.6% MSCI Islamic M-Series28.5% FTSE Shariah73.6% |
| ANET Arista Networks Inc | COMPLIANT | 1.97% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BMY Bristol-Myers Squibb Co | NON_COMPLIANT | 1.94% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COLUMBIA SHORT TERM CASH FUND | UNSCREENED | 1.93% | no in-house ratios for this holding |
| C Citigroup Inc | NON_COMPLIANT | 1.85% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| KEYS Keysight Technologies Inc | COMPLIANT | 1.78% | AAOIFI4.8% Usmani23.0% Dow Jones Islamic7.5% S&P Shariah8.4% MSCI Islamic23.0% MSCI Islamic M-Series8.4% FTSE Shariah21.1% |
| MA Mastercard Inc | COMPLIANT | 1.77% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| GD General Dynamics Corp | NON_COMPLIANT | 1.67% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| BNY Bank of New York Mellon Corp/The | NON_COMPLIANT | 1.66% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| ALL Allstate Corp/The | NON_COMPLIANT | 1.66% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| AVGO Broadcom Inc | COMPLIANT | 1.61% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| CF CF Industries Holdings Inc | COMPLIANT | 1.55% | AAOIFI17.9% Usmani23.9% Dow Jones Islamic24.1% S&P Shariah24.7% MSCI Islamic23.9% MSCI Islamic M-Series24.7% FTSE Shariah21.3% |
| PG Procter & Gamble Co/The | COMPLIANT | 1.40% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| TPR Tapestry Inc | COMPLIANT | 1.39% | AAOIFI16.9% Usmani59.3% Dow Jones Islamic18.9% S&P Shariah23.7% MSCI Islamic59.3% MSCI Islamic M-Series23.7% FTSE Shariah35.8% |
| SYF Synchrony Financial | NON_COMPLIANT | 1.37% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| SNA Snap-on Inc | NON_COMPLIANT | 1.35% | AAOIFI6.5% Usmani15.0% Dow Jones Islamic7.3% S&P Shariah7.9% MSCI Islamic14.9% MSCI Islamic M-Series7.9% FTSE Shariah13.7% |
| VTRS Viatris Inc | NON_COMPLIANT | 1.32% | AAOIFI65.8% Usmani38.9% Dow Jones Islamic100.2% S&P Shariah105.1% MSCI Islamic38.9% MSCI Islamic M-Series105.1% FTSE Shariah38.1% |
| EQIX Equinix Inc | COMPLIANT | 1.22% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| ADBE Adobe Inc | COMPLIANT | 1.21% | AAOIFI5.9% Usmani20.3% Dow Jones Islamic4.0% S&P Shariah3.3% MSCI Islamic20.3% MSCI Islamic M-Series3.3% FTSE Shariah18.9% |
| BLK Blackrock Inc | NON_COMPLIANT | 1.19% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| BKNG Booking Holdings Inc | COMPLIANT | 1.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PNR Pentair PLC | COMPLIANT | 1.16% | AAOIFI19.0% Usmani25.1% Dow Jones Islamic11.6% S&P Shariah12.5% MSCI Islamic25.1% MSCI Islamic M-Series12.5% FTSE Shariah23.2% |
| PLTR Palantir Technologies Inc | QUESTIONABLE | 1.15% | AAOIFI0.1% Usmani1.8% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.8% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| ROST Ross Stores Inc | COMPLIANT | 1.12% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| MCK McKesson Corp | COMPLIANT | 1.10% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| CSCO Cisco Systems Inc | COMPLIANT | 1.08% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| CRL Charles River Laboratories International Inc | COMPLIANT | 1.03% | AAOIFI22.6% Usmani40.3% Dow Jones Islamic33.9% S&P Shariah31.3% MSCI Islamic40.3% MSCI Islamic M-Series31.3% FTSE Shariah34.9% |
| FDX FedEx Corp | NON_COMPLIANT | 0.99% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| MU Micron Technology Inc | COMPLIANT | 0.96% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| TSLA Tesla Inc | COMPLIANT | 0.93% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| PCG PG&E Corp | NON_COMPLIANT | 0.89% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| EXPE Expedia Group Inc | NON_COMPLIANT | 0.87% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| RL Ralph Lauren Corp | COMPLIANT | 0.85% | AAOIFI13.4% Usmani39.2% Dow Jones Islamic15.7% S&P Shariah18.9% MSCI Islamic36.2% MSCI Islamic M-Series18.9% FTSE Shariah16.2% |
| SCHW Charles Schwab Corp/The | NON_COMPLIANT | 0.84% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| NEM Newmont Corp | COMPLIANT | 0.83% | AAOIFI3.8% Usmani8.8% Dow Jones Islamic6.1% S&P Shariah7.4% MSCI Islamic8.8% MSCI Islamic M-Series7.4% FTSE Shariah8.8% |
| PFE Pfizer Inc | NON_COMPLIANT | 0.77% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| US Bancorp | UNSCREENED | 0.76% | no in-house ratios for this holding |
| TER Teradyne Inc | COMPLIANT | 0.67% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| SPGI S&P Global Inc | COMPLIANT | 0.63% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| DAL Delta Air Lines Inc | NON_COMPLIANT | 0.62% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| ABBV AbbVie Inc | COMPLIANT | 0.61% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| EXC Exelon Corp | NON_COMPLIANT | 0.58% | AAOIFI109.9% Usmani42.1% Dow Jones Islamic115.7% S&P Shariah124.5% MSCI Islamic42.1% MSCI Islamic M-Series124.5% FTSE Shariah42.1% |
| NDSN Nordson Corp | COMPLIANT | 0.55% | AAOIFI9.1% Usmani27.3% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic27.0% MSCI Islamic M-Series11.8% FTSE Shariah25.9% |
| CNC Centene Corp | NON_COMPLIANT | 0.55% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| BR Broadridge Financial Solutions Inc | COMPLIANT | 0.55% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VLO Valero Energy Corp | COMPLIANT | 0.53% | AAOIFI10.3% Usmani14.1% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic14.1% MSCI Islamic M-Series18.0% FTSE Shariah14.1% |
| EIX Edison International | NON_COMPLIANT | 0.52% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
| CRM Salesforce Inc | COMPLIANT | 0.51% | AAOIFI19.6% Usmani38.1% Dow Jones Islamic18.0% S&P Shariah17.7% MSCI Islamic38.1% MSCI Islamic M-Series17.7% FTSE Shariah35.8% |
| APTV Aptiv PLC | NON_COMPLIANT | 0.50% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AES AES Corp/The | NON_COMPLIANT | 0.49% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| ADP Automatic Data Processing Inc | COMPLIANT | 0.46% | AAOIFI5.0% Usmani8.5% Dow Jones Islamic5.0% S&P Shariah5.2% MSCI Islamic8.5% MSCI Islamic M-Series5.2% FTSE Shariah7.9% |
| CVS CVS Health Corp | NON_COMPLIANT | 0.46% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| HST Host Hotels & Resorts Inc | NON_COMPLIANT | 0.44% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| TAP Molson Coors Beverage Co | NON_COMPLIANT | 0.44% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| XOM Exxon Mobil Corp | COMPLIANT | 0.43% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| LRCX Lam Research Corp | COMPLIANT | 0.41% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| AMGN Amgen Inc | COMPLIANT | 0.37% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TEL TE Connectivity PLC | COMPLIANT | 0.37% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| VRTX Vertex Pharmaceuticals Inc | COMPLIANT | 0.36% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| KLAC KLA Corp | COMPLIANT | 0.33% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| KR Kroger Co/The | NON_COMPLIANT | 0.32% | AAOIFI62.9% Usmani48.3% Dow Jones Islamic54.2% S&P Shariah57.8% MSCI Islamic44.9% MSCI Islamic M-Series57.8% FTSE Shariah30.6% |
| QCOM QUALCOMM Inc | COMPLIANT | 0.26% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| UBER Uber Technologies Inc | COMPLIANT | 0.24% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| REGN Regeneron Pharmaceuticals Inc | COMPLIANT | 0.23% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| ROK Rockwell Automation Inc | COMPLIANT | 0.22% | AAOIFI6.1% Usmani26.4% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic26.4% MSCI Islamic M-Series8.1% FTSE Shariah23.2% |
| EME EMCOR Group Inc | COMPLIANT | 0.20% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| GM General Motors Co | NON_COMPLIANT | 0.19% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CL Colgate-Palmolive Co | COMPLIANT | 0.19% | AAOIFI11.1% Usmani46.6% Dow Jones Islamic11.1% S&P Shariah11.3% MSCI Islamic46.6% MSCI Islamic M-Series11.3% FTSE Shariah46.6% |
| CME CME Group Inc | NON_COMPLIANT | 0.17% | AAOIFI0.4% Usmani0.2% Dow Jones Islamic2.3% S&P Shariah2.6% MSCI Islamic0.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| NOW ServiceNow Inc | COMPLIANT | 0.14% | AAOIFI6.1% Usmani26.7% Dow Jones Islamic5.0% S&P Shariah5.3% MSCI Islamic26.7% MSCI Islamic M-Series5.3% FTSE Shariah23.7% |
| Insmed Inc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ADSK Autodesk Inc | COMPLIANT | 0.12% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| Conagra Brands Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| LMT Lockheed Martin Corp | NON_COMPLIANT | 0.11% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| BMRN BioMarin Pharmaceutical Inc | NON_COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ARGX Argenx SE | COMPLIANT | 0.10% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VGNT Versigent PLC | NON_COMPLIANT | 0.10% | AAOIFI75.4% Usmani48.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic45.2% MSCI Islamic M-Series— FTSE Shariah41.5% |
| Chicago Mercantile Exchange | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 20 points of portfolio weight — 72.4% of it passes AAOIFI, 52.4% 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 72.4% ratios fail on 16.7% 10.9% not rated under AAOIFI
ratios pass on 63.1% ratios fail on 20.8% 16.1% not rated under Usmani
ratios pass on 67.4% ratios fail on 21.4% 11.2% not rated under Dow Jones Islamic
ratios pass on 70.4% ratios fail on 18.2% 11.4% not rated under S&P Shariah
ratios pass on 52.4% ratios fail on 25.9% 21.6% not rated under MSCI Islamic
ratios pass on 69.5% ratios fail on 19.2% 11.2% not rated under MSCI Islamic M-Series
ratios pass on 64.6% ratios fail on 20.9% 14.5% not rated under FTSE Shariah
80 of 85 listed holdings carry our own per-methodology verdicts (97% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 69 (89% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| MO Altria Group Inc | 2.04% |
| BMY Bristol-Myers Squibb Co | 1.94% |
| C Citigroup Inc | 1.85% |
| GD General Dynamics Corp | 1.67% |
| BNY Bank of New York Mellon Corp/The | 1.66% |
| ALL Allstate Corp/The | 1.66% |
| SYF Synchrony Financial | 1.37% |
| SNA Snap-on Inc | 1.35% |
| VTRS Viatris Inc | 1.32% |
| BLK Blackrock Inc | 1.19% |
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
AQEAX (AQEAX) 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.
Computing the full ratio and business-activity breakdown for AQEAX — this runs off the critical path so the page paints first. It will appear here on its own.
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) | 51.90 | NEUTRAL |
| Stochastic %K (14) | 40.00 | NEUTRAL |
| CCI (20) | -11.70 | NEUTRAL |
| Williams %R (14) | -60.00 | NEUTRAL |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | -0.18 | SELL |
| Momentum (10) | -0.03 | SELL |
| EMA (10) | 16.68 | BUY |
| SMA (10) | 16.71 | BUY |
| EMA (20) | 16.70 | BUY |
| SMA (20) | 16.73 | BUY |
| EMA (30) | 16.66 | BUY |
| SMA (30) | 16.77 | SELL |
| EMA (50) | 16.54 | BUY |
| SMA (50) | 16.57 | BUY |
| EMA (100) | 16.22 | BUY |
| SMA (100) | 16.24 | BUY |
| EMA (200) | 15.70 | BUY |
| SMA (200) | 15.60 | BUY |
Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the S&P 500 Index (the index) at the time of purchase. It may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.
Background via Yahoo Finance — informational, not part of the verdict.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
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.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-09-15 · Asset managers net 904684 (-7677)
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.