BRSSXETF / FundMFS Blended Research Small Cap Equity Fund
Verdicts genuinely change. Free email alert the moment BRSSX's does — no target price to set, unlike a price alert.
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.
MFS Blended Research Small Cap Equity Fund · MFS SERIES TRUST X
288 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 45.45% of portfolio weight is in non-compliant holdings, over the 5% threshold.
288 holdings, 236 matched (81% of weight). Portfolio as of 2026-08-31, filed 2026-10-26. Source: SEC Form N-PORT.
4.04% of this portfolio’s income is non-permissible — weighted across holdings, computed over 61% of portfolio weight (189 of 288 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.
36.0% compliant 0.1% questionable 44.9% non-compliant 19.0% unscreened
All holdings (288) · showing 1–250
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| UMBF UMB Financial Corp | NON_COMPLIANT | 1.60% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| BPOP Popular Inc | NON_COMPLIANT | 1.54% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LNC Lincoln National Corp | NON_COMPLIANT | 1.47% | AAOIFI74.3% Usmani1.5% Dow Jones Islamic100.2% S&P Shariah113.6% MSCI Islamic1.5% MSCI Islamic M-Series113.6% FTSE Shariah1.5% |
| NVST Envista Holdings Corp | NON_COMPLIANT | 1.41% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| Portland General Electric Co | UNSCREENED | 1.37% | no in-house ratios for this holding |
| PDM Piedmont Realty Trust Inc | NON_COMPLIANT | 1.32% | AAOIFI189.3% Usmani55.8% Dow Jones Islamic218.0% S&P Shariah236.0% MSCI Islamic55.8% MSCI Islamic M-Series236.0% FTSE Shariah55.8% |
| JP Morgan US Government Money Market Fund | UNSCREENED | 1.31% | no in-house ratios for this holding |
| BBT Beacon Financial Corp | NON_COMPLIANT | 1.31% | AAOIFI87.5% Usmani10.3% Dow Jones Islamic126.2% S&P Shariah149.5% MSCI Islamic10.3% MSCI Islamic M-Series149.5% FTSE Shariah10.3% |
| EPRT Essential Properties Realty Trust Inc | NON_COMPLIANT | 1.31% | AAOIFI45.0% Usmani39.1% Dow Jones Islamic49.1% S&P Shariah55.6% MSCI Islamic39.1% MSCI Islamic M-Series55.6% FTSE Shariah39.1% |
| MYRG MYR Group Inc | COMPLIANT | 1.25% | AAOIFI1.5% Usmani4.0% Dow Jones Islamic1.9% S&P Shariah2.1% MSCI Islamic3.9% MSCI Islamic M-Series2.1% FTSE Shariah0.6% |
| XPRO Expro Ltd | COMPLIANT | 1.20% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| THG Hanover Insurance Group Inc/The | NON_COMPLIANT | 1.14% | AAOIFI10.6% Usmani5.0% Dow Jones Islamic13.8% S&P Shariah15.3% MSCI Islamic5.0% MSCI Islamic M-Series15.3% FTSE Shariah5.0% |
| SLM SLM Corp | NON_COMPLIANT | 1.14% | AAOIFI118.3% Usmani20.4% Dow Jones Islamic109.5% S&P Shariah119.8% MSCI Islamic20.4% MSCI Islamic M-Series119.8% FTSE Shariah20.4% |
| Avient Corp | UNSCREENED | 1.14% | no in-house ratios for this holding |
| Brunswick Corp/DE | UNSCREENED | 1.12% | no in-house ratios for this holding |
| CATY Cathay General Bancorp | NON_COMPLIANT | 1.11% | AAOIFI31.9% Usmani5.4% Dow Jones Islamic40.1% S&P Shariah43.1% MSCI Islamic5.4% MSCI Islamic M-Series43.1% FTSE Shariah5.4% |
| FLS Flowserve Corp | COMPLIANT | 1.10% | AAOIFI23.8% Usmani36.7% Dow Jones Islamic28.9% S&P Shariah32.3% MSCI Islamic36.7% MSCI Islamic M-Series32.3% FTSE Shariah33.8% |
| MOG-A Moog Inc | COMPLIANT | 1.10% | AAOIFI8.3% Usmani24.0% Dow Jones Islamic12.5% S&P Shariah14.4% MSCI Islamic20.4% MSCI Islamic M-Series14.4% FTSE Shariah19.0% |
| ATRC AtriCure Inc | COMPLIANT | 1.10% | AAOIFI2.6% Usmani11.0% Dow Jones Islamic4.0% S&P Shariah4.2% MSCI Islamic10.0% MSCI Islamic M-Series4.2% FTSE Shariah9.0% |
| SR Spire Inc | NON_COMPLIANT | 1.07% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| VOYA Voya Financial Inc | NON_COMPLIANT | 1.07% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| CRSR Corsair Gaming Inc | COMPLIANT | 1.06% | AAOIFI12.7% Usmani15.2% Dow Jones Islamic20.5% S&P Shariah19.0% MSCI Islamic15.2% MSCI Islamic M-Series19.0% FTSE Shariah9.7% |
| TEX Terex Corp | NON_COMPLIANT | 0.97% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| ESTC Elastic NV | COMPLIANT | 0.94% | AAOIFI6.2% Usmani19.8% Dow Jones Islamic7.2% S&P Shariah6.7% MSCI Islamic19.8% MSCI Islamic M-Series6.7% FTSE Shariah19.0% |
| Highwoods Properties Inc | UNSCREENED | 0.94% | no in-house ratios for this holding |
| LOPE Grand Canyon Education Inc | COMPLIANT | 0.92% | AAOIFI2.6% Usmani11.3% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic11.3% MSCI Islamic M-Series2.3% FTSE Shariah0.0% |
| BFH Bread Financial Holdings Inc | NON_COMPLIANT | 0.90% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| HTFL HeartFlow Inc | COMPLIANT | 0.86% | AAOIFI0.6% Usmani7.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic7.3% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| COLB Columbia Banking System Inc | NON_COMPLIANT | 0.86% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ESI Element Solutions Inc | COMPLIANT | 0.85% | AAOIFI20.7% Usmani31.7% Dow Jones Islamic26.2% S&P Shariah28.2% MSCI Islamic31.7% MSCI Islamic M-Series28.2% FTSE Shariah30.2% |
| Wolverine World Wide Inc | UNSCREENED | 0.84% | no in-house ratios for this holding |
| CHRD Chord Energy Corp | COMPLIANT | 0.79% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| CVSA Covista Inc | COMPLIANT | 0.78% | AAOIFI21.3% Usmani30.1% Dow Jones Islamic22.9% S&P Shariah26.8% MSCI Islamic30.1% MSCI Islamic M-Series26.8% FTSE Shariah22.0% |
| PARR Par Pacific Holdings Inc | COMPLIANT | 0.76% | AAOIFI23.4% Usmani16.8% Dow Jones Islamic40.2% S&P Shariah43.2% MSCI Islamic16.5% MSCI Islamic M-Series43.2% FTSE Shariah9.6% |
| FORM FormFactor Inc | COMPLIANT | 0.76% | AAOIFI0.4% Usmani2.2% Dow Jones Islamic0.6% S&P Shariah0.7% MSCI Islamic2.2% MSCI Islamic M-Series0.7% FTSE Shariah0.9% |
| SSRM SSR Mining Inc | COMPLIANT | 0.75% | AAOIFI0.9% Usmani1.6% Dow Jones Islamic1.8% S&P Shariah2.2% MSCI Islamic1.6% MSCI Islamic M-Series2.2% FTSE Shariah1.5% |
| PBF PBF Energy Inc | COMPLIANT | 0.74% | AAOIFI31.0% Usmani15.7% Dow Jones Islamic59.6% S&P Shariah58.1% MSCI Islamic15.6% MSCI Islamic M-Series58.1% FTSE Shariah12.3% |
| BILL BILL Holdings Inc | NON_COMPLIANT | 0.74% | AAOIFI40.5% Usmani19.6% Dow Jones Islamic37.4% S&P Shariah34.4% MSCI Islamic19.6% MSCI Islamic M-Series34.4% FTSE Shariah19.0% |
| GAP Gap Inc/The | NON_COMPLIANT | 0.74% | AAOIFI72.6% Usmani44.5% Dow Jones Islamic69.2% S&P Shariah73.2% MSCI Islamic44.5% MSCI Islamic M-Series73.2% FTSE Shariah11.6% |
| KAI Kadant Inc | COMPLIANT | 0.72% | AAOIFI13.1% Usmani24.3% Dow Jones Islamic12.2% S&P Shariah12.5% MSCI Islamic24.3% MSCI Islamic M-Series12.5% FTSE Shariah24.3% |
| Praxis Precision Medicines Inc | UNSCREENED | 0.71% | no in-house ratios for this holding |
| Chefs' Warehouse Inc/The | UNSCREENED | 0.71% | no in-house ratios for this holding |
| Five9 Inc | UNSCREENED | 0.69% | no in-house ratios for this holding |
| GCMG GCM Grosvenor Inc | NON_COMPLIANT | 0.67% | AAOIFI13.2% Usmani49.5% Dow Jones Islamic72.9% S&P Shariah79.2% MSCI Islamic49.5% MSCI Islamic M-Series79.2% FTSE Shariah49.5% |
| TKR Timken Co/The | COMPLIANT | 0.67% | AAOIFI29.0% Usmani31.9% Dow Jones Islamic34.4% S&P Shariah35.9% MSCI Islamic31.9% MSCI Islamic M-Series35.9% FTSE Shariah30.0% |
| VC Visteon Corp | COMPLIANT | 0.66% | AAOIFI15.8% Usmani12.6% Dow Jones Islamic16.4% S&P Shariah15.4% MSCI Islamic12.6% MSCI Islamic M-Series15.4% FTSE Shariah8.7% |
| LGN Legence Corp | COMPLIANT | 0.66% | AAOIFI31.5% Usmani31.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.1% MSCI Islamic M-Seriespass FTSE Shariah26.9% |
| FROG JFrog Ltd | COMPLIANT | 0.66% | AAOIFI0.8% Usmani6.8% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic6.8% MSCI Islamic M-Series2.0% FTSE Shariah0.0% |
| TNET TriNet Group Inc | NON_COMPLIANT | 0.65% | AAOIFI30.0% Usmani28.4% Dow Jones Islamic29.3% S&P Shariah23.6% MSCI Islamic28.4% MSCI Islamic M-Series23.6% FTSE Shariah26.8% |
| PEGA Pegasystems Inc | COMPLIANT | 0.64% | AAOIFI1.2% Usmani5.2% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic5.2% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| AEIS Advanced Energy Industries Inc | COMPLIANT | 0.63% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| UGI Corp | UNSCREENED | 0.61% | no in-house ratios for this holding |
| QTWO Q2 Holdings Inc | COMPLIANT | 0.61% | AAOIFI1.1% Usmani4.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic4.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| AGCO Corp | UNSCREENED | 0.60% | no in-house ratios for this holding |
| Prestige Consumer Healthcare Inc | UNSCREENED | 0.59% | no in-house ratios for this holding |
| MFS Institutional Money Market Portfolio | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Ryman Hospitality Properties Inc | UNSCREENED | 0.54% | no in-house ratios for this holding |
| NWL Newell Brands Inc | NON_COMPLIANT | 0.53% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| VSAT Viasat Inc | NON_COMPLIANT | 0.53% | AAOIFI66.2% Usmani45.8% Dow Jones Islamic158.7% S&P Shariah186.6% MSCI Islamic45.8% MSCI Islamic M-Series186.6% FTSE Shariah42.6% |
| SSD Simpson Manufacturing Co Inc | COMPLIANT | 0.51% | AAOIFI5.7% Usmani13.4% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.4% MSCI Islamic M-Series5.8% FTSE Shariah9.8% |
| Texas Capital Bancshares Inc | UNSCREENED | 0.51% | no in-house ratios for this holding |
| PJT PJT Partners Inc | NON_COMPLIANT | 0.51% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NNN REIT Inc | UNSCREENED | 0.50% | no in-house ratios for this holding |
| OIS Oil States International Inc | COMPLIANT | 0.50% | AAOIFI6.9% Usmani4.3% Dow Jones Islamic8.9% S&P Shariah9.0% MSCI Islamic4.3% MSCI Islamic M-Series9.0% FTSE Shariah2.2% |
| MIRM Mirum Pharmaceuticals Inc | COMPLIANT | 0.50% | AAOIFI11.6% Usmani73.0% Dow Jones Islamic20.3% S&P Shariah25.7% MSCI Islamic73.0% MSCI Islamic M-Series25.7% FTSE Shariah71.8% |
| NSIT Insight Enterprises Inc | NON_COMPLIANT | 0.49% | AAOIFI31.2% Usmani12.9% Dow Jones Islamic36.5% S&P Shariah31.5% MSCI Islamic12.9% MSCI Islamic M-Series31.5% FTSE Shariah12.9% |
| ACI Albertsons Cos Inc | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CARE Carter Bankshares Inc | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MCB Metropolitan Bank Holding Corp | NON_COMPLIANT | 0.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CENX Century Aluminum Co | COMPLIANT | 0.48% | AAOIFI10.4% Usmani16.7% Dow Jones Islamic15.7% S&P Shariah19.8% MSCI Islamic16.7% MSCI Islamic M-Series19.8% FTSE Shariah16.7% |
| CYTK Cytokinetics Inc | NON_COMPLIANT | 0.48% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| PXED Phoenix Education Partners Inc | COMPLIANT | 0.48% | AAOIFI11.7% Usmani20.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic20.0% MSCI Islamic M-Series— FTSE Shariah9.2% |
| CACI International Inc | UNSCREENED | 0.48% | no in-house ratios for this holding |
| SWX Southwest Gas Holdings Inc | NON_COMPLIANT | 0.48% | AAOIFI55.0% Usmani33.5% Dow Jones Islamic62.9% S&P Shariah67.5% MSCI Islamic33.5% MSCI Islamic M-Series67.5% FTSE Shariah33.5% |
| ALGM Allegro MicroSystems Inc | COMPLIANT | 0.48% | AAOIFI4.5% Usmani22.0% Dow Jones Islamic5.2% S&P Shariah5.3% MSCI Islamic21.5% MSCI Islamic M-Series5.3% FTSE Shariah20.3% |
| SM SM Energy Co | NON_COMPLIANT | 0.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KYMR Kymera Therapeutics Inc | NON_COMPLIANT | 0.47% | AAOIFI0.8% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah2.1% MSCI Islamic4.6% MSCI Islamic M-Series2.1% FTSE Shariah0.0% |
| LTH Life Time Group Holdings Inc | NON_COMPLIANT | 0.47% | AAOIFI44.1% Usmani51.2% Dow Jones Islamic66.9% S&P Shariah80.4% MSCI Islamic51.0% MSCI Islamic M-Series80.4% FTSE Shariah17.9% |
| MOD Modine Manufacturing Co | COMPLIANT | 0.46% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| Azenta Inc | UNSCREENED | 0.46% | no in-house ratios for this holding |
| GPI Group 1 Automotive Inc | NON_COMPLIANT | 0.46% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| AMN Healthcare Services Inc | UNSCREENED | 0.46% | no in-house ratios for this holding |
| PLAB Photronics Inc | NON_COMPLIANT | 0.44% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KNSA Kiniksa Pharmaceuticals International Plc | COMPLIANT | 0.41% | AAOIFI0.2% Usmani1.1% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic1.1% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| NCNO nCino Inc | COMPLIANT | 0.41% | AAOIFI12.3% Usmani21.5% Dow Jones Islamic9.7% S&P Shariah9.1% MSCI Islamic18.3% MSCI Islamic M-Series9.1% FTSE Shariah17.5% |
| IRDM Iridium Communications Inc | NON_COMPLIANT | 0.41% | AAOIFI35.2% Usmani68.6% Dow Jones Islamic56.3% S&P Shariah52.1% MSCI Islamic68.6% MSCI Islamic M-Series52.1% FTSE Shariah68.6% |
| MEI Methode Electronics Inc | NON_COMPLIANT | 0.40% | AAOIFI66.5% Usmani26.4% Dow Jones Islamic103.4% S&P Shariah83.6% MSCI Islamic26.4% MSCI Islamic M-Series83.6% FTSE Shariah24.6% |
| United Community Banks Inc/GA | UNSCREENED | 0.40% | no in-house ratios for this holding |
| OUT Outfront Media Inc | NON_COMPLIANT | 0.40% | AAOIFI70.2% Usmani78.1% Dow Jones Islamic109.0% S&P Shariah127.8% MSCI Islamic78.1% MSCI Islamic M-Series127.8% FTSE Shariah47.7% |
| TARS Tarsus Pharmaceuticals Inc | COMPLIANT | 0.37% | AAOIFI2.3% Usmani14.5% Dow Jones Islamic3.8% S&P Shariah4.7% MSCI Islamic14.5% MSCI Islamic M-Series4.7% FTSE Shariah11.9% |
| FET Forum Energy Technologies Inc | COMPLIANT | 0.37% | AAOIFI21.5% Usmani26.0% Dow Jones Islamic47.8% S&P Shariah57.6% MSCI Islamic26.0% MSCI Islamic M-Series57.6% FTSE Shariah15.8% |
| TALO Talos Energy Inc | NON_COMPLIANT | 0.37% | AAOIFI44.2% Usmani24.7% Dow Jones Islamic64.3% S&P Shariah63.8% MSCI Islamic22.9% MSCI Islamic M-Series63.8% FTSE Shariah22.6% |
| STRZ Starz Entertainment Corp | NON_COMPLIANT | 0.37% | AAOIFI151.0% Usmani40.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic40.1% MSCI Islamic M-Seriesfail FTSE Shariah36.8% |
| RELY Remitly Global Inc | COMPLIANT | 0.37% | AAOIFI0.7% Usmani2.4% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic2.4% MSCI Islamic M-Series1.0% FTSE Shariah0.2% |
| Indivior Pharmaceuticals Inc | UNSCREENED | 0.36% | no in-house ratios for this holding |
| ACAD ACADIA Pharmaceuticals Inc | COMPLIANT | 0.35% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| PGC Peapack-Gladstone Financial Corp | NON_COMPLIANT | 0.35% | AAOIFI34.4% Usmani3.3% Dow Jones Islamic46.5% S&P Shariah50.9% MSCI Islamic3.3% MSCI Islamic M-Series50.9% FTSE Shariah3.3% |
| Oruka Therapeutics Inc | UNSCREENED | 0.35% | no in-house ratios for this holding |
| OFRM Once Upon a Farm PBC | COMPLIANT | 0.35% | AAOIFI— Usmanifail Dow Jones Islamic— S&P Shariah— MSCI Islamicfail MSCI Islamic M-Series— FTSE Shariahfail |
| UPWK Upwork Inc | COMPLIANT | 0.35% | AAOIFI67.2% Usmani58.1% Dow Jones Islamic40.4% S&P Shariah41.7% MSCI Islamic58.1% MSCI Islamic M-Series41.7% FTSE Shariah56.6% |
| IRTC IRhythm Holdings Inc | COMPLIANT | 0.35% | AAOIFI17.9% Usmani66.5% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic66.5% MSCI Islamic M-Series19.6% FTSE Shariah59.5% |
| TDOC Teladoc Health Inc | NON_COMPLIANT | 0.34% | AAOIFI90.7% Usmani37.5% Dow Jones Islamic74.9% S&P Shariah58.5% MSCI Islamic37.5% MSCI Islamic M-Series58.5% FTSE Shariah36.1% |
| MSBI Midland States Bancorp Inc | NON_COMPLIANT | 0.34% | AAOIFI1.1% Usmani0.1% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic0.1% MSCI Islamic M-Series1.7% FTSE Shariah0.1% |
| elf Beauty Inc | UNSCREENED | 0.33% | no in-house ratios for this holding |
| YOU Clear Secure Inc | COMPLIANT | 0.33% | AAOIFI1.5% Usmani7.0% Dow Jones Islamic2.3% S&P Shariah2.8% MSCI Islamic7.0% MSCI Islamic M-Series2.8% FTSE Shariah0.0% |
| ALKT Alkami Technology Inc | COMPLIANT | 0.31% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamic— MSCI Islamic M-Seriespass FTSE Shariah— |
| RARE Ultragenyx Pharmaceutical Inc | NON_COMPLIANT | 0.31% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| QUAD Quad/Graphics Inc | NON_COMPLIANT | 0.31% | AAOIFI91.1% Usmani40.9% Dow Jones Islamic156.0% S&P Shariah172.0% MSCI Islamic40.8% MSCI Islamic M-Series172.0% FTSE Shariah35.2% |
| IONS Ionis Pharmaceuticals Inc | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PRG PROG Holdings Inc | NON_COMPLIANT | 0.31% | AAOIFI58.5% Usmani43.3% Dow Jones Islamic63.0% S&P Shariah63.0% MSCI Islamic43.3% MSCI Islamic M-Series63.0% FTSE Shariah43.3% |
| REF Reformation Inc | NON_COMPLIANT | 0.31% | AAOIFI31.4% Usmani32.8% Dow Jones Islamic— S&P Shariah— MSCI Islamic32.8% MSCI Islamic M-Series— FTSE Shariah13.0% |
| NPB Northpointe Bancshares Inc | NON_COMPLIANT | 0.30% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| ENS EnerSys | COMPLIANT | 0.30% | AAOIFI15.8% Usmani22.0% Dow Jones Islamic15.6% S&P Shariah17.1% MSCI Islamic22.0% MSCI Islamic M-Series17.1% FTSE Shariah22.0% |
| SITE SiteOne Landscape Supply Inc | COMPLIANT | 0.30% | AAOIFI22.8% Usmani32.8% Dow Jones Islamic17.3% S&P Shariah16.3% MSCI Islamic28.9% MSCI Islamic M-Series16.3% FTSE Shariah15.5% |
| ANIK Anika Therapeutics Inc | COMPLIANT | 0.30% | AAOIFI14.6% Usmani13.8% Dow Jones Islamic13.4% S&P Shariah10.4% MSCI Islamic13.8% MSCI Islamic M-Series10.4% FTSE Shariah0.0% |
| JAZZ Jazz Pharmaceuticals PLC | NON_COMPLIANT | 0.29% | AAOIFI38.6% Usmani46.9% Dow Jones Islamic55.2% S&P Shariah61.2% MSCI Islamic46.9% MSCI Islamic M-Series61.2% FTSE Shariah46.4% |
| HLNE Hamilton Lane Inc | NON_COMPLIANT | 0.29% | AAOIFI5.7% Usmani10.8% Dow Jones Islamic4.0% S&P Shariah4.0% MSCI Islamic10.8% MSCI Islamic M-Series4.0% FTSE Shariah10.8% |
| NVAX Novavax Inc | NON_COMPLIANT | 0.29% | AAOIFI17.3% Usmani31.1% Dow Jones Islamic21.2% S&P Shariah22.9% MSCI Islamic30.5% MSCI Islamic M-Series22.9% FTSE Shariah30.5% |
| CRNC Cerence Inc | NON_COMPLIANT | 0.29% | AAOIFI50.1% Usmani30.1% Dow Jones Islamic46.6% S&P Shariah42.6% MSCI Islamic30.1% MSCI Islamic M-Series42.6% FTSE Shariah27.9% |
| FRST Primis Financial Corp | NON_COMPLIANT | 0.29% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CRUS Cirrus Logic Inc | COMPLIANT | 0.28% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COLM Columbia Sportswear Co | COMPLIANT | 0.28% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CLDT Chatham Lodging Trust | NON_COMPLIANT | 0.28% | AAOIFI68.2% Usmani33.6% Dow Jones Islamic105.8% S&P Shariah103.2% MSCI Islamic33.6% MSCI Islamic M-Series103.2% FTSE Shariah33.6% |
| RIGL Rigel Pharmaceuticals Inc | COMPLIANT | 0.28% | AAOIFI5.0% Usmani8.8% Dow Jones Islamic9.0% S&P Shariah11.3% MSCI Islamic8.8% MSCI Islamic M-Series11.3% FTSE Shariah8.6% |
| KE Kimball Electronics Inc | NON_COMPLIANT | 0.27% | AAOIFI54.5% Usmani20.4% Dow Jones Islamic44.3% S&P Shariah45.1% MSCI Islamic20.4% MSCI Islamic M-Series45.1% FTSE Shariah19.0% |
| MATV Mativ Holdings Inc | NON_COMPLIANT | 0.27% | AAOIFI146.0% Usmani52.0% Dow Jones Islamic190.0% S&P Shariah165.7% MSCI Islamic51.2% MSCI Islamic M-Series165.7% FTSE Shariah49.0% |
| GPRE Green Plains Inc | NON_COMPLIANT | 0.27% | AAOIFI55.2% Usmani30.0% Dow Jones Islamic68.9% S&P Shariah57.9% MSCI Islamic30.0% MSCI Islamic M-Series57.9% FTSE Shariah26.3% |
| EXEL Exelixis Inc | COMPLIANT | 0.27% | AAOIFI1.2% Usmani6.7% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic6.7% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| CG oncology Inc | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ACIW ACI Worldwide Inc | COMPLIANT | 0.26% | AAOIFI16.0% Usmani27.4% Dow Jones Islamic16.8% S&P Shariah18.8% MSCI Islamic27.4% MSCI Islamic M-Series18.8% FTSE Shariah26.6% |
| BOX Box Inc | COMPLIANT | 0.26% | AAOIFI11.2% Usmani37.4% Dow Jones Islamic12.1% S&P Shariah12.6% MSCI Islamic37.4% MSCI Islamic M-Series12.6% FTSE Shariah32.2% |
| HLIO Helios Technologies Inc | COMPLIANT | 0.26% | AAOIFI22.6% Usmani22.8% Dow Jones Islamic18.7% S&P Shariah20.1% MSCI Islamic22.8% MSCI Islamic M-Series20.1% FTSE Shariah21.6% |
| GOLD Gold.com Inc | NON_COMPLIANT | 0.26% | AAOIFI2.4% Usmani0.8% Dow Jones Islamic3.9% S&P Shariah4.2% MSCI Islamic0.8% MSCI Islamic M-Series4.2% FTSE Shariah0.0% |
| EGBN Eagle Bancorp Inc | NON_COMPLIANT | 0.26% | AAOIFI77.6% Usmani6.9% Dow Jones Islamic95.8% S&P Shariah99.4% MSCI Islamic6.9% MSCI Islamic M-Series99.4% FTSE Shariah6.9% |
| VGNT Versigent PLC | NON_COMPLIANT | 0.25% | AAOIFI75.4% Usmani48.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic45.2% MSCI Islamic M-Series— FTSE Shariah41.5% |
| NBIX Neurocrine Biosciences Inc | COMPLIANT | 0.25% | AAOIFI2.9% Usmani8.6% Dow Jones Islamic3.4% S&P Shariah3.5% MSCI Islamic8.6% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| GCT GigaCloud Technology Inc | COMPLIANT | 0.24% | AAOIFI— Usmani— Dow Jones Islamicfail S&P Shariah— MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariah— |
| NPKI NPK International Inc | COMPLIANT | 0.24% | AAOIFI1.7% Usmani4.3% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic4.3% MSCI Islamic M-Series2.4% FTSE Shariah2.3% |
| LMRI Lumexa Imaging Holdings Inc | NON_COMPLIANT | 0.24% | AAOIFI64.6% Usmani53.2% Dow Jones Islamic— S&P Shariah— MSCI Islamic50.2% MSCI Islamic M-Series— FTSE Shariah45.7% |
| PRTA Prothena Corp PLC | NON_COMPLIANT | 0.23% | AAOIFI1.4% Usmani2.3% Dow Jones Islamic1.2% S&P Shariah0.8% MSCI Islamic2.3% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| Harmony Biosciences Holdings Inc | UNSCREENED | 0.23% | no in-house ratios for this holding |
| RXO RXO Inc | COMPLIANT | 0.23% | AAOIFI21.9% Usmani21.0% Dow Jones Islamic23.4% S&P Shariah24.9% MSCI Islamic21.0% MSCI Islamic M-Series24.9% FTSE Shariah14.3% |
| SRPT Sarepta Therapeutics Inc | NON_COMPLIANT | 0.23% | AAOIFI43.1% Usmani32.8% Dow Jones Islamic21.4% S&P Shariah14.9% MSCI Islamic32.8% MSCI Islamic M-Series14.9% FTSE Shariah26.6% |
| Constellium SE | UNSCREENED | 0.23% | no in-house ratios for this holding |
| EMBC Embecta Corp | NON_COMPLIANT | 0.23% | AAOIFI467.7% Usmani118.7% Dow Jones Islamic228.0% S&P Shariah214.9% MSCI Islamic116.2% MSCI Islamic M-Series214.9% FTSE Shariah115.0% |
| AGX Argan Inc | COMPLIANT | 0.22% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| CDNA CareDx Inc | COMPLIANT | 0.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SCSC ScanSource Inc | COMPLIANT | 0.22% | AAOIFI9.4% Usmani5.7% Dow Jones Islamic11.5% S&P Shariah11.4% MSCI Islamic5.7% MSCI Islamic M-Series11.4% FTSE Shariah5.2% |
| GRAL GRAIL Inc | NON_COMPLIANT | 0.22% | AAOIFI2.5% Usmani3.2% Dow Jones Islamic4.7% S&P Shariahfail MSCI Islamic3.2% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| Cogent Biosciences Inc | UNSCREENED | 0.22% | no in-house ratios for this holding |
| MMED MiniMed Group Inc | COMPLIANT | 0.21% | AAOIFI1.2% Usmani1.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic1.3% MSCI Islamic M-Series— FTSE Shariah0.0% |
| Bath & Body Works Inc | UNSCREENED | 0.21% | no in-house ratios for this holding |
| agilon health Inc | UNSCREENED | 0.21% | no in-house ratios for this holding |
| LUMN Lumen Technologies Inc | NON_COMPLIANT | 0.20% | AAOIFI193.3% Usmani43.8% Dow Jones Islamic204.7% S&P Shariah270.5% MSCI Islamic43.8% MSCI Islamic M-Series270.5% FTSE Shariah42.9% |
| HLF Herbalife Ltd | NON_COMPLIANT | 0.20% | AAOIFI169.9% Usmani77.1% Dow Jones Islamic206.9% S&P Shariah201.9% MSCI Islamic77.1% MSCI Islamic M-Series201.9% FTSE Shariah70.5% |
| VIR Vir Biotechnology Inc | NON_COMPLIANT | 0.20% | AAOIFI6.1% Usmani7.7% Dow Jones Islamic8.6% S&P Shariah8.1% MSCI Islamic7.7% MSCI Islamic M-Series8.1% FTSE Shariah0.0% |
| RGNX REGENXBIO Inc | NON_COMPLIANT | 0.20% | AAOIFI11.7% Usmani17.8% Dow Jones Islamic14.0% S&P Shariah12.0% MSCI Islamic17.8% MSCI Islamic M-Series12.0% FTSE Shariah0.0% |
| KURA Kura Oncology Inc | NON_COMPLIANT | 0.20% | AAOIFI3.6% Usmani4.6% Dow Jones Islamic3.4% S&P Shariah2.6% MSCI Islamic4.6% MSCI Islamic M-Series2.6% FTSE Shariah1.7% |
| OPCH Option Care Health Inc | NON_COMPLIANT | 0.20% | AAOIFI35.7% Usmani37.6% Dow Jones Islamic27.4% S&P Shariah25.9% MSCI Islamic37.6% MSCI Islamic M-Series25.9% FTSE Shariah34.3% |
| EPAM EPAM Systems Inc | COMPLIANT | 0.20% | AAOIFI2.6% Usmani3.3% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic3.3% MSCI Islamic M-Series1.4% FTSE Shariah0.5% |
| BLMN Bloomin' Brands Inc | NON_COMPLIANT | 0.20% | AAOIFI221.0% Usmani63.1% Dow Jones Islamic276.4% S&P Shariah185.7% MSCI Islamic62.8% MSCI Islamic M-Series185.7% FTSE Shariah24.5% |
| Concentrix Corp | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BIO Bio-Rad Laboratories Inc | COMPLIANT | 0.20% | AAOIFI9.3% Usmani9.5% Dow Jones Islamic11.8% S&P Shariah11.6% MSCI Islamic9.5% MSCI Islamic M-Series11.6% FTSE Shariah7.8% |
| ASMB Assembly Biosciences Inc | NON_COMPLIANT | 0.20% | AAOIFI0.5% Usmani0.7% Dow Jones Islamic0.7% S&P Shariah1.0% MSCI Islamic0.7% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| NBR Nabors Industries Ltd | NON_COMPLIANT | 0.19% | AAOIFI154.2% Usmani48.2% Dow Jones Islamic251.0% S&P Shariah247.4% MSCI Islamic48.2% MSCI Islamic M-Series247.4% FTSE Shariah48.0% |
| HELE Helen of Troy Ltd | NON_COMPLIANT | 0.19% | AAOIFI117.7% Usmani37.4% Dow Jones Islamic97.6% S&P Shariah58.4% MSCI Islamic37.4% MSCI Islamic M-Series58.4% FTSE Shariah34.4% |
| Coursera Inc | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ZETA Zeta Global Holdings Corp | COMPLIANT | 0.18% | AAOIFI4.1% Usmani15.0% Dow Jones Islamic4.5% S&P Shariah5.1% MSCI Islamic15.0% MSCI Islamic M-Series5.1% FTSE Shariah13.5% |
| PCRX Pacira BioSciences Inc | NON_COMPLIANT | 0.18% | AAOIFI39.2% Usmani33.1% Dow Jones Islamic41.2% S&P Shariah37.5% MSCI Islamic33.1% MSCI Islamic M-Series37.5% FTSE Shariah29.2% |
| POWL Powell Industries Inc | COMPLIANT | 0.18% | AAOIFI0.0% Usmani0.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| TVTX Travere Therapeutics Inc | COMPLIANT | 0.18% | AAOIFI10.0% Usmani77.2% Dow Jones Islamic24.4% S&P Shariah32.6% MSCI Islamic77.2% MSCI Islamic M-Series32.6% FTSE Shariah75.4% |
| Arvinas Inc | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CGEM Cullinan Therapeutics Inc | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariah— MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ANAB AnaptysBio Inc | NON_COMPLIANT | 0.17% | AAOIFI0.9% Usmani4.1% Dow Jones Islamic1.1% S&P Shariah1.3% MSCI Islamic4.1% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| ALGT Allegiant Travel Co | NON_COMPLIANT | 0.17% | AAOIFI119.5% Usmani47.4% Dow Jones Islamic199.9% S&P Shariah219.1% MSCI Islamic47.4% MSCI Islamic M-Series219.1% FTSE Shariah46.3% |
| PAHC Phibro Animal Health Corp | NON_COMPLIANT | 0.17% | AAOIFI43.6% Usmani45.1% Dow Jones Islamic51.7% S&P Shariah64.2% MSCI Islamic45.1% MSCI Islamic M-Series64.2% FTSE Shariah41.3% |
| ADTN ADTRAN Holdings Inc | NON_COMPLIANT | 0.17% | AAOIFI31.4% Usmani16.9% Dow Jones Islamic25.0% S&P Shariah28.6% MSCI Islamic16.9% MSCI Islamic M-Series28.6% FTSE Shariah16.9% |
| Arcturus Therapeutics Holdings Inc | UNSCREENED | 0.17% | no in-house ratios for this holding |
| NUTX Nutex Health Inc | COMPLIANT | 0.17% | AAOIFI6.0% Usmani35.3% Dow Jones Islamic9.0% S&P Shariah12.8% MSCI Islamic6.8% MSCI Islamic M-Series12.8% FTSE Shariah4.1% |
| LASR nLight Inc | COMPLIANT | 0.16% | AAOIFI0.8% Usmani3.6% Dow Jones Islamic1.0% S&P Shariah1.3% MSCI Islamic3.6% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| CUZ Cousins Properties Inc | NON_COMPLIANT | 0.16% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| SCHL Scholastic Corp | NON_COMPLIANT | 0.16% | AAOIFI72.3% Usmani29.3% Dow Jones Islamic54.2% S&P Shariah52.5% MSCI Islamic28.4% MSCI Islamic M-Series52.5% FTSE Shariah10.7% |
| PRGO Perrigo Co PLC | NON_COMPLIANT | 0.16% | AAOIFI167.1% Usmani45.6% Dow Jones Islamic136.7% S&P Shariah120.3% MSCI Islamic45.5% MSCI Islamic M-Series120.3% FTSE Shariah43.3% |
| Pitney Bowes Inc | UNSCREENED | 0.16% | no in-house ratios for this holding |
| AOSL Alpha & Omega Semiconductor Ltd | COMPLIANT | 0.16% | AAOIFI3.4% Usmani3.1% Dow Jones Islamic3.3% S&P Shariah3.3% MSCI Islamic3.0% MSCI Islamic M-Series3.3% FTSE Shariah0.7% |
| GSM Ferroglobe PLC | NON_COMPLIANT | 0.16% | AAOIFI19.4% Usmani9.9% Dow Jones Islamic18.2% S&P Shariah17.0% MSCI Islamic9.9% MSCI Islamic M-Series17.0% FTSE Shariah9.9% |
| BioLife Solutions Inc | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ZYME Zymeworks Inc | NON_COMPLIANT | 0.15% | AAOIFI1.0% Usmani4.0% Dow Jones Islamic1.2% S&P Shariah1.5% MSCI Islamic4.0% MSCI Islamic M-Series1.5% FTSE Shariah0.0% |
| GLUE Monte Rosa Therapeutics Inc | NON_COMPLIANT | 0.15% | AAOIFI4.1% Usmani5.5% Dow Jones Islamic4.4% S&P Shariah5.8% MSCI Islamic5.5% MSCI Islamic M-Series5.8% FTSE Shariah0.0% |
| RYZ Ryerson Holding Corp | NON_COMPLIANT | 0.15% | AAOIFI97.3% Usmani34.6% Dow Jones Islamic151.0% S&P Shariah150.8% MSCI Islamic34.6% MSCI Islamic M-Series150.8% FTSE Shariah24.9% |
| MSGE Madison Square Garden Entertainment Corp | NON_COMPLIANT | 0.15% | AAOIFI32.1% Usmani60.7% Dow Jones Islamic50.6% S&P Shariah55.9% MSCI Islamic60.7% MSCI Islamic M-Series55.9% FTSE Shariah29.5% |
| KRMN Karman Holdings Inc | NON_COMPLIANT | 0.15% | AAOIFI16.3% Usmani61.4% Dow Jones Islamic11.4% S&P Shariahpass MSCI Islamic53.4% MSCI Islamic M-Seriespass FTSE Shariah52.3% |
| HLMN Hillman Solutions Corp | NON_COMPLIANT | 0.15% | AAOIFI53.6% Usmani34.6% Dow Jones Islamic45.4% S&P Shariah45.6% MSCI Islamic33.7% MSCI Islamic M-Series45.6% FTSE Shariah29.2% |
| Erasca Inc | UNSCREENED | 0.14% | no in-house ratios for this holding |
| GCO Genesco Inc | NON_COMPLIANT | 0.14% | AAOIFI162.2% Usmani38.8% Dow Jones Islamic175.3% S&P Shariah176.1% MSCI Islamic38.8% MSCI Islamic M-Series176.1% FTSE Shariah1.1% |
| VNDA Vanda Pharmaceuticals Inc | NON_COMPLIANT | 0.14% | AAOIFI6.5% Usmani5.5% Dow Jones Islamic4.9% S&P Shariah5.1% MSCI Islamic3.8% MSCI Islamic M-Series5.1% FTSE Shariah0.0% |
| QBTS D-Wave Quantum Inc | NON_COMPLIANT | 0.14% | AAOIFI0.8% Usmani4.1% Dow Jones Islamic0.9% S&P Shariah1.4% MSCI Islamic4.1% MSCI Islamic M-Series1.4% FTSE Shariah3.0% |
| VERX Vertex Inc | COMPLIANT | 0.14% | AAOIFI18.3% Usmani28.9% Dow Jones Islamic46.2% S&P Shariah45.9% MSCI Islamic28.9% MSCI Islamic M-Series45.9% FTSE Shariah28.0% |
| ARWR Arrowhead Pharmaceuticals Inc | COMPLIANT | 0.13% | AAOIFI11.9% Usmani46.3% Dow Jones Islamic12.9% S&P Shariah15.5% MSCI Islamic46.3% MSCI Islamic M-Series15.5% FTSE Shariah39.3% |
| CMCL Caledonia Mining Corp PLC | NON_COMPLIANT | 0.13% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MRX Marex Group Ltd | NON_COMPLIANT | 0.13% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| CAI Caris Life Sciences Inc | COMPLIANT | 0.13% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FTRE Fortrea Holdings Inc | NON_COMPLIANT | 0.13% | AAOIFI66.4% Usmani41.2% Dow Jones Islamic92.8% S&P Shariah65.5% MSCI Islamic41.2% MSCI Islamic M-Series65.5% FTSE Shariah38.8% |
| SAIA Saia Inc | COMPLIANT | 0.13% | AAOIFI2.8% Usmani7.2% Dow Jones Islamic2.7% S&P Shariah2.5% MSCI Islamic7.2% MSCI Islamic M-Series2.5% FTSE Shariah2.7% |
| Palvella Therapeutics Inc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| RCUS Arcus Biosciences Inc | COMPLIANT | 0.13% | AAOIFI4.0% Usmani12.3% Dow Jones Islamic5.6% S&P Shariah6.2% MSCI Islamic12.3% MSCI Islamic M-Series6.2% FTSE Shariah10.9% |
| ANNX Annexon Inc | COMPLIANT | 0.13% | AAOIFI9.8% Usmani29.2% Dow Jones Islamic46.7% S&P Shariah42.5% MSCI Islamic29.2% MSCI Islamic M-Series42.5% FTSE Shariah19.7% |
| Avantor Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| TREE LendingTree Inc | NON_COMPLIANT | 0.12% | AAOIFI75.8% Usmani46.7% Dow Jones Islamic61.8% S&P Shariah63.9% MSCI Islamic46.7% MSCI Islamic M-Series63.9% FTSE Shariah41.1% |
| PRIM Primoris Services Corp | NON_COMPLIANT | 0.12% | AAOIFI31.5% Usmani27.6% Dow Jones Islamic23.7% S&P Shariah29.6% MSCI Islamic27.6% MSCI Islamic M-Series29.6% FTSE Shariah17.2% |
| MXL MaxLinear Inc | COMPLIANT | 0.12% | AAOIFI2.5% Usmani18.0% Dow Jones Islamic6.0% S&P Shariah6.8% MSCI Islamic18.0% MSCI Islamic M-Series6.8% FTSE Shariah15.1% |
| COLL Collegium Pharmaceutical Inc | NON_COMPLIANT | 0.12% | AAOIFI31.8% Usmani11.4% Dow Jones Islamic21.9% S&P Shariah22.5% MSCI Islamic11.4% MSCI Islamic M-Series22.5% FTSE Shariah11.2% |
| CRC California Resources Corp | NON_COMPLIANT | 0.12% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| WEX WEX Inc | NON_COMPLIANT | 0.12% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| AADX Applied Aerospace & Defense Inc | NON_COMPLIANT | 0.12% | AAOIFI28.0% Usmani28.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic26.3% MSCI Islamic M-Seriespass FTSE Shariah26.3% |
| AIP Arteris Inc | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COCO Vita Coco Co Inc/The | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CRVS Corvus Pharmaceuticals Inc | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LQDA Liquidia Corp | COMPLIANT | 0.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STRO Sutro Biopharma Inc | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BLSH Bullish | COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KROS Keros Therapeutics Inc | NON_COMPLIANT | 0.10% | AAOIFI7.4% Usmani5.5% Dow Jones Islamic3.8% S&P Shariah2.7% MSCI Islamic5.5% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| HL Hecla Mining Co | COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PEB Pebblebrook Hotel Trust | NON_COMPLIANT | 0.10% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| Relay Therapeutics Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UCTT Ultra Clean Holdings Inc | COMPLIANT | 0.10% | AAOIFI23.7% Usmani40.5% Dow Jones Islamic38.9% S&P Shariah40.9% MSCI Islamic40.5% MSCI Islamic M-Series40.9% FTSE Shariah31.2% |
| Cava Group Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PTCT PTC Therapeutics Inc | NON_COMPLIANT | 0.10% | AAOIFI11.9% Usmani21.4% Dow Jones Islamic16.9% S&P Shariah20.0% MSCI Islamic21.2% MSCI Islamic M-Series20.0% FTSE Shariah18.2% |
| FSLY Fastly Inc | COMPLIANT | 0.09% | AAOIFI15.3% Usmani26.6% Dow Jones Islamic19.7% S&P Shariah21.5% MSCI Islamic26.6% MSCI Islamic M-Series21.5% FTSE Shariah21.0% |
| WFRD Weatherford International PLC | COMPLIANT | 0.09% | AAOIFI26.7% Usmani33.0% Dow Jones Islamic29.9% S&P Shariah26.6% MSCI Islamic31.8% MSCI Islamic M-Series26.6% FTSE Shariah29.0% |
| AVAH Aveanna Healthcare Holdings Inc | NON_COMPLIANT | 0.09% | AAOIFI53.2% Usmani60.6% Dow Jones Islamic84.2% S&P Shariah105.4% MSCI Islamic60.6% MSCI Islamic M-Series105.4% FTSE Shariah58.7% |
| SEZL Sezzle Inc | COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Butterfly Network Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BAND Bandwidth Inc | COMPLIANT | 0.09% | AAOIFI23.5% Usmani37.9% Dow Jones Islamic45.3% S&P Shariah51.4% MSCI Islamic37.9% MSCI Islamic M-Series51.4% FTSE Shariah15.1% |
| DK Delek US Holdings Inc | NON_COMPLIANT | 0.09% | AAOIFI83.1% Usmani40.7% Dow Jones Islamic160.0% S&P Shariah180.5% MSCI Islamic40.7% MSCI Islamic M-Series180.5% FTSE Shariah40.0% |
| MYGN Myriad Genetics Inc | NON_COMPLIANT | 0.08% | AAOIFI38.6% Usmani34.4% Dow Jones Islamic32.6% S&P Shariah19.0% MSCI Islamic34.4% MSCI Islamic M-Series19.0% FTSE Shariah19.9% |
| DMRA Damora Therapeutics Inc | NON_COMPLIANT | 0.08% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VSH Vishay Intertechnology Inc | COMPLIANT | 0.08% | AAOIFI23.9% Usmani21.3% Dow Jones Islamic38.3% S&P Shariah38.9% MSCI Islamic21.3% MSCI Islamic M-Series38.9% FTSE Shariah18.9% |
| VOR Vor BioPharma Inc | NON_COMPLIANT | 0.08% | AAOIFI0.3% Usmani0.6% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic0.6% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| NTLA Intellia Therapeutics Inc | NON_COMPLIANT | 0.08% | AAOIFI4.1% Usmani8.6% Dow Jones Islamic5.1% S&P Shariah4.1% MSCI Islamic8.6% MSCI Islamic M-Series4.1% FTSE Shariah0.0% |
| PL Planet Labs PBC | COMPLIANT | 0.08% | AAOIFI0.8% Usmani3.5% Dow Jones Islamic1.0% S&P Shariah1.4% MSCI Islamic3.5% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| BTSG BrightSpring Health Services Inc | COMPLIANT | 0.08% | AAOIFI20.1% Usmani39.9% Dow Jones Islamic35.2% S&P Shariah43.5% MSCI Islamic39.6% MSCI Islamic M-Series43.5% FTSE Shariah36.6% |
| ARDX Ardelyx Inc | NON_COMPLIANT | 0.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CTRI Centuri Holdings Inc | NON_COMPLIANT | 0.08% | AAOIFI43.8% Usmani38.7% Dow Jones Islamic42.6% S&P Shariahfail MSCI Islamic38.1% MSCI Islamic M-Seriesfail FTSE Shariah29.9% |
| EOLS Evolus Inc | NON_COMPLIANT | 0.08% | AAOIFI33.9% Usmani66.4% Dow Jones Islamic30.4% S&P Shariah26.7% MSCI Islamic66.4% MSCI Islamic M-Series26.7% FTSE Shariah63.2% |
| SEPN Septerna Inc | NON_COMPLIANT | 0.08% | AAOIFI1.1% Usmani3.6% Dow Jones Islamic2.1% S&P Shariahfail MSCI Islamic3.6% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| UE Urban Edge Properties | NON_COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DHC Diversified Healthcare Trust | NON_COMPLIANT | 0.07% | AAOIFI134.3% Usmani57.6% Dow Jones Islamic211.6% S&P Shariah249.7% MSCI Islamic57.6% MSCI Islamic M-Series249.7% FTSE Shariah57.6% |
| TBLA Taboola.com Ltd | QUESTIONABLE | 0.07% | AAOIFI16.8% Usmani10.2% Dow Jones Islamic12.6% S&P Shariah13.2% MSCI Islamic10.2% MSCI Islamic M-Series13.2% FTSE Shariah4.7% |
| NAVN Navan Inc | COMPLIANT | 0.07% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
The published standards disagree about this fund by 7 points of portfolio weight — 28.6% of it passes AAOIFI, 21.6% 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 28.6% ratios fail on 43.2% 29.4% not rated under AAOIFI
ratios pass on 26.5% ratios fail on 47.6% 27.2% not rated under Usmani
ratios pass on 24.5% ratios fail on 46.1% 30.6% not rated under Dow Jones Islamic
ratios pass on 25.3% ratios fail on 44.5% 31.4% not rated under S&P Shariah
ratios pass on 21.6% ratios fail on 53.0% 26.6% not rated under MSCI Islamic
ratios pass on 25.0% ratios fail on 45.4% 30.8% not rated under MSCI Islamic M-Series
ratios pass on 28.6% ratios fail on 43.8% 28.8% not rated under FTSE Shariah
236 of 288 listed holdings carry our own per-methodology verdicts (82% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 210 (74% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UMBF UMB Financial Corp | 1.60% |
| BPOP Popular Inc | 1.54% |
| LNC Lincoln National Corp | 1.47% |
| NVST Envista Holdings Corp | 1.41% |
| PDM Piedmont Realty Trust Inc | 1.32% |
| BBT Beacon Financial Corp | 1.31% |
| EPRT Essential Properties Realty Trust Inc | 1.31% |
| THG Hanover Insurance Group Inc/The | 1.14% |
| SLM SLM Corp | 1.14% |
| CATY Cathay General Bancorp | 1.11% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS Blended Research Small Cap Equity Fund (BRSSX) 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.
Screened on its holdings, not its name
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 |
|---|---|---|
| UMBFUMB Financial Corp | 1.60% | Non-compliant |
| BPOPPopular Inc | 1.54% | Non-compliant |
| LNCLincoln National Corp | 1.47% | Non-compliant |
| NVSTEnvista Holdings Corp | 1.41% | Non-compliant |
| Portland General Electric Conot matched to a ticker | 1.37% | Not screened |
| PDMPiedmont Realty Trust Inc | 1.32% | Non-compliant |
| JP Morgan US Government Money Market Fundnot matched to a ticker | 1.31% | Not screened |
| BBTBeacon Financial Corp | 1.31% | Non-compliant |
| EPRTEssential Properties Realty Trust Inc | 1.31% | Non-compliant |
| MYRGMYR Group Inc | 1.25% | Compliant |
Top 10 of 288 holdings, 13.9% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- UMBFnon-compliant1.60%
- BPOPnon-compliant1.54%
- LNCnon-compliant1.47%
- NVSTnon-compliant1.41%
- Portland General Electric Conot screened1.37%
- PDMnon-compliant1.32%
What changed, and when
Verdict history for BRSSX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for BRSSX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
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.
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.
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 47.60 | NEUTRAL |
| Stochastic %K (14) | 44.19 | NEUTRAL |
| CCI (20) | -44.18 | NEUTRAL |
| Williams %R (14) | -55.81 | NEUTRAL |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -1.39 | SELL |
| Momentum (10) | -0.23 | SELL |
| EMA (10) | 16.36 | SELL |
| SMA (10) | 16.36 | SELL |
| EMA (20) | 16.38 | SELL |
| SMA (20) | 16.40 | SELL |
| EMA (30) | 16.40 | SELL |
| SMA (30) | 16.35 | SELL |
| EMA (50) | 16.46 | SELL |
| SMA (50) | 16.42 | SELL |
| EMA (100) | 16.47 | SELL |
| SMA (100) | 16.70 | SELL |
| EMA (200) | 16.04 | BUY |
| SMA (200) | 16.21 | BUY |
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.
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.
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.