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ATHDX

ETF / Fund Heritage Fund
$25.84
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Sharia status
NOT COMPLIANT
Screened by look-through to its filed holdings — 92% of portfolio weight covered
Fund look-through

Heritage Fund · American Century Mutual Funds, Inc.

83 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 30.96% of portfolio weight is in non-compliant holdings, over the 5% threshold.

83 holdings, 73 matched (92% of weight). Portfolio as of 2026-04-30, filed 2026-06-26. Source: SEC Form N-PORT.

0.73% of this portfolio’s income is non-permissible — weighted across holdings, computed over 88% of portfolio weight (69 of 83 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.

60.4% compliant 1.0% questionable 30.9% non-compliant 7.7% unscreened

All holdings (83)
HoldingStatusWeightEvery methodology, and the debt ratio behind it
VRT Vertiv Holdings Co COMPLIANT 4.69% AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5%
HLT Hilton Worldwide Holdings Inc NON_COMPLIANT 4.39% AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8%
HWM Howmet Aerospace Inc NON_COMPLIANT 4.01% AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0%
PWR Quanta Services Inc COMPLIANT 3.36% AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5%
MPWR Monolithic Power Systems Inc COMPLIANT 3.03% AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
RCL Royal Caribbean Cruises Ltd NON_COMPLIANT 2.71% AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2%
NET Cloudflare Inc NON_COMPLIANT 2.70% AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0%
ALNY Alnylam Pharmaceuticals Inc COMPLIANT 2.38% AAOIFI Usmani Dow Jones Islamic S&P Shariah MSCI Islamic MSCI Islamic M-Series FTSE Shariah
TRGP Targa Resources Corp NON_COMPLIANT 2.22% AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7%
CVNA Carvana Co COMPLIANT 1.93% AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5%
COR Cencora Inc COMPLIANT 1.92% AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0%
State Street Bank & Trust Co UNSCREENED 1.86% no in-house ratios for this holding
Insmed Inc UNSCREENED 1.80% no in-house ratios for this holding
DDOG Datadog Inc NON_COMPLIANT 1.78% AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1%
EME EMCOR Group Inc COMPLIANT 1.73% AAOIFIpass Usmani Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail
FAST Fastenal Co COMPLIANT 1.72% AAOIFI0.8% Usmani8.3% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic8.3% MSCI Islamic M-Series1.0% FTSE Shariah2.3%
BURL Burlington Stores Inc COMPLIANT 1.69% AAOIFI35.4% Usmani59.0% Dow Jones Islamic33.2% S&P Shariah36.9% MSCI Islamic58.8% MSCI Islamic M-Series36.9% FTSE Shariah19.1%
CASY Casey's General Stores Inc NON_COMPLIANT 1.67% AAOIFI13.4% Usmani31.8% Dow Jones Islamic13.9% S&P Shariah16.3% MSCI Islamic31.8% MSCI Islamic M-Series16.3% FTSE Shariah26.6%
VMC Vulcan Materials Co COMPLIANT 1.66% AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6%
CPAY Corpay Inc NON_COMPLIANT 1.57% AAOIFI56.5% Usmani53.7% Dow Jones Islamic65.8% S&P Shariah69.1% MSCI Islamic53.7% MSCI Islamic M-Series69.1% FTSE Shariah53.7%
NTRA Natera Inc COMPLIANT 1.56% AAOIFI0.5% Usmani9.0% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic9.0% MSCI Islamic M-Series1.2% FTSE Shariah3.0%
LPLA LPL Financial Holdings Inc NON_COMPLIANT 1.53% AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7%
VST Vistra Corp NON_COMPLIANT 1.49% AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0%
DXCM Dexcom Inc COMPLIANT 1.48% AAOIFI4.1% Usmani21.7% Dow Jones Islamic4.7% S&P Shariah4.0% MSCI Islamic20.9% MSCI Islamic M-Series4.0% FTSE Shariah19.3%
WST West Pharmaceutical Services Inc COMPLIANT 1.47% AAOIFI1.3% Usmani7.8% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic7.7% MSCI Islamic M-Series1.4% FTSE Shariah5.0%
RBLX ROBLOX Corp COMPLIANT 1.45% AAOIFI5.7% Usmani18.8% Dow Jones Islamic3.5% S&P Shariah4.2% MSCI Islamic18.8% MSCI Islamic M-Series4.2% FTSE Shariah10.4%
CDNS Cadence Design Systems Inc COMPLIANT 1.38% AAOIFI0.3% Usmani1.9% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0%
WCC WESCO International Inc NON_COMPLIANT 1.29% AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3%
TECH Bio-Techne Corp COMPLIANT 1.28% AAOIFI2.5% Usmani11.2% Dow Jones Islamic3.0% S&P Shariah2.9% MSCI Islamic11.2% MSCI Islamic M-Series2.9% FTSE Shariah7.7%
RKLB Rocket Lab Corp COMPLIANT 1.24% AAOIFI0.3% Usmani2.9% Dow Jones Islamic0.4% S&P Shariah0.6% MSCI Islamic2.5% MSCI Islamic M-Series0.6% FTSE Shariah0.0%
TWLO Twilio Inc COMPLIANT 1.18% AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2%
CPNG Coupang Inc COMPLIANT 1.18% AAOIFI20.5% Usmani32.4% Dow Jones Islamic13.3% S&P Shariah14.3% MSCI Islamic32.4% MSCI Islamic M-Series14.3% FTSE Shariah15.0%
XPO XPO Inc COMPLIANT 1.16% AAOIFI16.4% Usmani45.9% Dow Jones Islamic21.6% S&P Shariah24.4% MSCI Islamic45.9% MSCI Islamic M-Series24.4% FTSE Shariah36.6%
IDXX IDEXX Laboratories Inc COMPLIANT 1.14% AAOIFI1.4% Usmani16.8% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic16.8% MSCI Islamic M-Series1.3% FTSE Shariah13.1%
JCI Johnson Controls International plc COMPLIANT 1.08% AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8%
LSCC Lattice Semiconductor Corp COMPLIANT 1.08% AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass
CW Curtiss-Wright Corp COMPLIANT 1.05% AAOIFI5.4% Usmani21.1% Dow Jones Islamic6.0% S&P Shariah7.2% MSCI Islamic21.1% MSCI Islamic M-Series7.2% FTSE Shariah17.5%
AXON Axon Enterprise Inc COMPLIANT 1.03% AAOIFI4.4% Usmani24.5% Dow Jones Islamic4.0% S&P Shariah4.9% MSCI Islamic24.5% MSCI Islamic M-Series4.9% FTSE Shariah23.1%
TOST Toast Inc COMPLIANT 1.02% AAOIFI0.1% Usmani0.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.5% MSCI Islamic M-Series0.1% FTSE Shariah0.0%
RSG Republic Services Inc COMPLIANT 1.01% AAOIFI21.1% Usmani40.7% Dow Jones Islamic21.0% S&P Shariah22.6% MSCI Islamic40.7% MSCI Islamic M-Series22.6% FTSE Shariah40.0%
HEI HEICO Corp COMPLIANT 1.01% AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6%
IOT Samsara Inc COMPLIANT 1.01% AAOIFI0.3% Usmani2.5% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic2.5% MSCI Islamic M-Series0.3% FTSE Shariah0.0%
OKTA Okta Inc COMPLIANT 0.97% AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.0%
RDDT Reddit Inc QUESTIONABLE 0.96% AAOIFI0.1% Usmani0.6% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.6% MSCI Islamic M-Series0.1% FTSE Shariah0.0%
Viking Therapeutics Inc UNSCREENED 0.91% no in-house ratios for this holding
PR Permian Resources Corp COMPLIANT 0.91% AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2%
AFRM Affirm Holdings Inc NON_COMPLIANT 0.87% AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail
SPOT Spotify Technology SA NON_COMPLIANT 0.86% AAOIFI1.6% Usmani9.7% Dow Jones Islamic1.5% S&P Shariah1.9% MSCI Islamic9.7% MSCI Islamic M-Series1.9% FTSE Shariah9.7%
ON ON Semiconductor Corp COMPLIANT 0.86% AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1%
CR Crane Co COMPLIANT 0.80% AAOIFI9.4% Usmani27.7% Dow Jones Islamic10.8% S&P Shariah12.1% MSCI Islamic27.7% MSCI Islamic M-Series12.1% FTSE Shariah27.3%
NU Holdings Ltd/Cayman Islands UNSCREENED 0.76% no in-house ratios for this holding
FLUT Flutter Entertainment PLC NON_COMPLIANT 0.76% AAOIFI72.3% Usmani44.5% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic44.5% MSCI Islamic M-Series36.7% FTSE Shariah42.5%
GPCR Structure Therapeutics Inc NON_COMPLIANT 0.75% AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.4% MSCI Islamic M-Series0.1% FTSE Shariah0.0%
ONON On Holding AG COMPLIANT 0.73% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
VIK Viking Holdings Ltd COMPLIANT 0.73% AAOIFI14.8% Usmani46.3% Dow Jones Islamic20.6% S&P Shariahpass MSCI Islamic46.3% MSCI Islamic M-Seriespass FTSE Shariah46.3%
TopBuild Corp UNSCREENED 0.71% no in-house ratios for this holding
EXPE Expedia Group Inc NON_COMPLIANT 0.70% AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8%
FICO Fair Isaac Corp COMPLIANT 0.70% AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0%
ALAB Astera Labs Inc COMPLIANT 0.70% AAOIFI Usmani Dow Jones Islamic S&P Shariah MSCI Islamic MSCI Islamic M-Series FTSE Shariah
CACI International Inc UNSCREENED 0.69% no in-house ratios for this holding
P Everpure Inc COMPLIANT 0.66% AAOIFI0.7% Usmani4.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic4.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0%
TSCO Tractor Supply Co NON_COMPLIANT 0.63% AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7%
HUBB Hubbell Inc COMPLIANT 0.57% AAOIFI11.2% Usmani32.5% Dow Jones Islamic11.8% S&P Shariah12.7% MSCI Islamic32.5% MSCI Islamic M-Series12.7% FTSE Shariah30.6%
DASH DoorDash Inc COMPLIANT 0.57% AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9%
CIEN Ciena Corp COMPLIANT 0.54% AAOIFI7.2% Usmani41.1% Dow Jones Islamic11.3% S&P Shariah15.1% MSCI Islamic41.0% MSCI Islamic M-Series15.1% FTSE Shariah40.4%
CCJ Cameco Corp COMPLIANT 0.54% AAOIFI2.3% Usmani9.7% Dow Jones Islamic2.1% S&P Shariah2.5% MSCI Islamic9.7% MSCI Islamic M-Series2.5% FTSE Shariah9.7%
TPR Tapestry Inc COMPLIANT 0.52% AAOIFI16.9% Usmani59.3% Dow Jones Islamic18.9% S&P Shariah23.7% MSCI Islamic59.3% MSCI Islamic M-Series23.7% FTSE Shariah35.8%
SNOW Snowflake Inc COMPLIANT 0.51% AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0%
COHR Coherent Corp COMPLIANT 0.50% AAOIFI6.0% Usmani19.3% Dow Jones Islamic12.1% S&P Shariah15.9% MSCI Islamic19.3% MSCI Islamic M-Series15.9% FTSE Shariah17.6%
ZS Zscaler Inc COMPLIANT 0.48% AAOIFI7.7% Usmani23.6% Dow Jones Islamic5.6% S&P Shariah5.9% MSCI Islamic23.6% MSCI Islamic M-Series5.9% FTSE Shariah21.6%
CMG Chipotle Mexican Grill Inc NON_COMPLIANT 0.45% AAOIFI11.6% Usmani61.1% Dow Jones Islamic9.1% S&P Shariah8.6% MSCI Islamic61.1% MSCI Islamic M-Series8.6% FTSE Shariah0.0%
CHD Church & Dwight Co Inc COMPLIANT 0.45% AAOIFI10.6% Usmani26.7% Dow Jones Islamic10.4% S&P Shariah10.4% MSCI Islamic26.7% MSCI Islamic M-Series10.4% FTSE Shariah24.8%
CS.TO Capstone Copper Corp COMPLIANT 0.44% AAOIFI14.9% Usmani22.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic18.5% MSCI Islamic M-Seriespass FTSE Shariah18.5%
HUBS HubSpot Inc COMPLIANT 0.44% AAOIFI5.0% Usmani17.3% Dow Jones Islamic2.6% S&P Shariah2.4% MSCI Islamic17.3% MSCI Islamic M-Series2.4% FTSE Shariah10.5%
HOOD Robinhood Markets Inc NON_COMPLIANT 0.43% AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic0.4% MSCI Islamic M-Series0.4% FTSE Shariah0.0%
MSCI MSCI Inc COMPLIANT 0.41% AAOIFI15.7% Usmani116.8% Dow Jones Islamic15.3% S&P Shariah15.6% MSCI Islamic116.8% MSCI Islamic M-Series15.6% FTSE Shariah113.9%
Sprouts Farmers Market Inc UNSCREENED 0.40% no in-house ratios for this holding
MP Materials Corp UNSCREENED 0.33% no in-house ratios for this holding
PODD Insulet Corp COMPLIANT 0.31% AAOIFI9.6% Usmani30.0% Dow Jones Islamic5.3% S&P Shariah5.9% MSCI Islamic30.0% MSCI Islamic M-Series5.9% FTSE Shariah30.0%
Bright Horizons Family Solutions Inc UNSCREENED 0.25% no in-house ratios for this holding
WING Wingstop Inc NON_COMPLIANT 0.16% AAOIFI41.6% Usmani193.4% Dow Jones Islamic17.4% S&P Shariah16.3% MSCI Islamic193.4% MSCI Islamic M-Series16.3% FTSE Shariah184.0%
DUOL Duolingo Inc COMPLIANT 0.15% AAOIFI1.3% Usmani4.2% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic4.2% MSCI Islamic M-Series0.8% FTSE Shariah0.0%
State Street Institutional US Government Money Market Fund UNSCREENED 0.01% no in-house ratios for this holding

The published standards disagree about this fund by 40 points of portfolio weight — 67.2% of it passes Dow Jones Islamic, 26.9% 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 66.3% ratios fail on 19.0% 14.7% not rated under AAOIFI

73 of 83 listed holdings carry our own per-methodology verdicts (92% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 68 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.

Non-compliant holdingWeight
HLT Hilton Worldwide Holdings Inc 4.39%
HWM Howmet Aerospace Inc 4.01%
RCL Royal Caribbean Cruises Ltd 2.71%
NET Cloudflare Inc 2.70%
TRGP Targa Resources Corp 2.22%
DDOG Datadog Inc 1.78%
CASY Casey's General Stores Inc 1.67%
CPAY Corpay Inc 1.57%
LPLA LPL Financial Holdings Inc 1.53%
VST Vistra Corp 1.49%

Methodology breakdown computing — it will appear here on its own.

🕌Open research, not a fatwa — verify with your own scholar.

Trade setup

Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.

SEPARATE FROM SHARIAH
No trade setup shown — a stock that isn't cleanly Sharia-compliant never gets a bullish verdict here.

ATHDX (ATHDX) 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.

NON-COMPLIANT
Sharia compliance

🕌 In-house Compliance Research

Computing the full ratio and business-activity breakdown for ATHDX — this runs off the critical path so the page paints first. It will appear here on its own.

28.2826.9825.6724.3623.062025-09-172026-03-182026-09-16

Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset

Support & Resistance

This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.

Price Forecast

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.

7-day expected range
25.22 26.46
±2.39% from 25.84, made 2026-09-17 · resolves 2026-09-24
STRONG SELL
from 19 indicators
Not enough resolved predictions yet — 0 of 10 needed before we publish an accuracy figure. 46501 forecast(s) are currently open and will be scored automatically when their horizon expires.

Technical Summary

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.

STRONG SELL
19 indicators
OscillatorsNEUTRAL
3 buy · 1 neutral · 3 sell
Moving averagesSTRONG SELL
0 buy · 0 neutral · 12 sell
Every indicator, and what it reads
IndicatorValueSignal
RSI (14)36.00NEUTRAL
Stochastic %K (14)1.85BUY
CCI (20)-114.27BUY
Williams %R (14)-98.15BUY
MACD (12,26,9)-0.10SELL
ROC (10)-1.86SELL
Momentum (10)-0.49SELL
EMA (10)26.22SELL
SMA (10)26.22SELL
EMA (20)26.54SELL
SMA (20)26.65SELL
EMA (30)26.70SELL
SMA (30)27.06SELL
EMA (50)26.79SELL
SMA (50)26.99SELL
EMA (100)26.65SELL
SMA (100)26.73SELL
EMA (200)26.36SELL
SMA (200)26.11SELL

About ATHDX

The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the fund's investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.

Background via Yahoo Finance — informational, not part of the verdict.

SMC — Top Down

Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.

Not enough price history yet for a smart-money structure read on any timeframe.

Momentum & Volume

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.

Peer Movement

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.

Before you act on this

The questions worth asking about any verdict on this page, answered plainly.

Is a fund screened on its name?

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.

What does unrated weight mean?

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.

Does the issuer's board make it compliant?

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.

How often is this re-screened?

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.

Compare with

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 Activity (90d)

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

COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE

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 2026-09-08 · Asset managers net 912361 (-21819)

AI Summary

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.

Tell us what's working, what's confusing, or what you want to see next — read by a real person, not a form that goes nowhere.