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 Bond Fund · COLUMBIA FUNDS SERIES TRUST I
447 holdings · as of 2026-01-31 (7.5 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.
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 108% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 52.18% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 52% turns out to be. Matching more holdings can only raise this share, never lower it.
40.15% of that is conventional interest-bearing debt — US Treasuries or agency mortgage paper — 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.
447 holdings, 222 matched (52% of weight). Portfolio as of 2026-01-31, filed 2026-03-27. Source: SEC Form N-PORT.
2.62% of this portfolio’s income is non-permissible — weighted across holdings, computed over 10% of portfolio weight (65 of 447 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| COLUMBIA SHORT TERM CASH FUND | UNSCREENED | 4.88% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 2.56% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 2.00% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 1.88% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.72% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-86 | NON_COMPLIANT | 1.39% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 1.26% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 1.17% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 1.06% | no in-house ratios for this holding |
| Elmwood CLO 40 Ltd | UNSCREENED | 1.00% | no in-house ratios for this holding |
| The Huntington National Bank | UNSCREENED | 0.92% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.87% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.82% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.80% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.80% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| Freddie Mac | NON_COMPLIANT | 0.78% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.77% | no in-house ratios for this holding |
| FREDDIE MAC FHLMC_5462 | NON_COMPLIANT | 0.73% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.70% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.69% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.68% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| GILD GILEAD SCIENCES INC | COMPLIANT | 0.67% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| Ballyrock Ltd | UNSCREENED | 0.66% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.66% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION | NON_COMPLIANT | 0.64% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | NON_COMPLIANT | 0.63% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.61% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.59% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.59% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Carlyle Global Market Strategies | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Basswood Park CLO Ltd | UNSCREENED | 0.57% | no in-house ratios for this holding |
| Home Owner Mortgage Enhanced Securuties Limited | UNSCREENED | 0.57% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.57% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_5513 | NON_COMPLIANT | 0.57% | no in-house ratios for this holding |
| MPOWER Education Trust | UNSCREENED | 0.56% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.56% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.55% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.55% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Fannie Mae | NON_COMPLIANT | 0.55% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.55% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.55% | no in-house ratios for this holding |
| FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_5534 | NON_COMPLIANT | 0.54% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.54% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.54% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.53% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.52% | no in-house ratios for this holding |
| Preston Ridge Partners Mortgage Trust | UNSCREENED | 0.52% | no in-house ratios for this holding |
| GoldenTree Loan Management US CLO1, LTD | UNSCREENED | 0.52% | no in-house ratios for this holding |
| SAIF Securitization Trust | UNSCREENED | 0.52% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.52% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.52% | no in-house ratios for this holding |
| Madison Park Funding Ltd | UNSCREENED | 0.51% | no in-house ratios for this holding |
| Arixa Mortgage Trust | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Greenacre Park CLO LLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.50% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| Tricon American Homes | UNSCREENED | 0.49% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.48% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| MFRA Trust | UNSCREENED | 0.48% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 0.48% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| Oak Hill Credit Partners | UNSCREENED | 0.47% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.45% | no in-house ratios for this holding |
| STAR 2025-SFR6 Trust | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.42% | no in-house ratios for this holding |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-10 | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| ASP WHCO PARTICIPATION LP ASPWP-29-1A | UNSCREENED | 0.41% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| ARROYO MORTGAGE TRUST ARRW_20-1 | UNSCREENED | 0.40% | no in-house ratios for this holding |
| Navient Refinance Loan Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION | NON_COMPLIANT | 0.39% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.39% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Lendbuzz Securitization Trust | UNSCREENED | 0.38% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.37% | no in-house ratios for this holding |
| CANADIAN PACIFIC RAILWAY | UNSCREENED | 0.37% | no in-house ratios for this holding |
| LHX L3HARRIS TECH INC | NON_COMPLIANT | 0.37% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.37% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| UMBS, TBA | NON_COMPLIANT | 0.36% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.35% | no in-house ratios for this holding |
| RTX RTX CORP | NON_COMPLIANT | 0.35% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-15 | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| COLT Funding LLC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.35% | no in-house ratios for this holding |
| One New York Plaza Trust 2020-1NYP | UNSCREENED | 0.35% | no in-house ratios for this holding |
| FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION | NON_COMPLIANT | 0.34% | AAOIFIfail Usmani10.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic10.1% MSCI Islamic M-Seriesfail FTSE Shariah10.1% |
| Elmwood CLO 24 Ltd | UNSCREENED | 0.34% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| EDGEX_25-2NN | UNSCREENED | 0.34% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.34% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNMA_25-39 | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.33% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MELLO MORTGAGE CAPITAL ACCEPTANCE MELLO_24-SD1 | UNSCREENED | 0.33% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.32% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.32% | no in-house ratios for this holding |
| BACARDI LTD / MARTINI BV | UNSCREENED | 0.31% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| CIFC Funding Ltd | UNSCREENED | 0.31% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNMA_25-39 | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| A&D Mortgage Trust | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| GITSIT Mortgage Loan Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| CPB CAMPBELLS COMPANY/THE | NON_COMPLIANT | 0.30% | AAOIFI104.8% Usmani48.9% Dow Jones Islamic79.8% S&P Shariah73.5% MSCI Islamic48.4% MSCI Islamic M-Series73.5% FTSE Shariah46.3% |
| COLT Funding LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| DailyPay Securitization Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| HTAP Trust | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Reach Financial LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| VISTA POINT SECURITIZATION TRUST VSTA_24-CES3 | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Upgrade Master Pass-Thru Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ERAC USA FINANCE LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| GEHC GE HEALTHCARE TECH INC | NON_COMPLIANT | 0.27% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| Upgrade Master Pass-Thru Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Arroyo Mortgage Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| NI NISOURCE INC | NON_COMPLIANT | 0.26% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_5555 | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| ORCL ORACLE CORP | COMPLIANT | 0.26% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| COLT Funding LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Madison Park Funding Ltd | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| PRKCM Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| VISTA POINT SECURITIZATION TRUST VSTA_25-CES2 | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CVS CVS HEALTH CORP | NON_COMPLIANT | 0.25% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| FREDDIE MAC FHLMC_25-5564 | NON_COMPLIANT | 0.25% | no in-house ratios for this holding |
| STZ CONSTELLATION BRANDS INC | NON_COMPLIANT | 0.24% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| MFRA Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Toorak Mortgage Corp. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PRKCM Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GCAT TRUST GCAT_22-NQM2 | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Vista Point Securitization Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Upgrade Master Pass-Thru Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| PRPM ADVISORS LLC PRPM_24-NQM4 | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CHNGE Mortgage Trust 2022-1 | UNSCREENED | 0.23% | no in-house ratios for this holding |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.23% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Fannie Mae | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Freddie Mac | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.23% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| MRK MERCK & CO INC | COMPLIANT | 0.23% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| Preston Ridge Partners Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| RCO Mortgage LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Preston Ridge Partners Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| FIGRE Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| RCO Mortgage LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Pagaya Point of Sale Holdings Grantor Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| IBM CORP | UNSCREENED | 0.21% | no in-house ratios for this holding |
| VCAT Asset Securitization, LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Ellington Financial Mortgage Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| ANGEL OAK MORTGAGE TRUST AOMT_20-1 | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BHMS Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Government National Mortgage Association | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.20% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CHNGE Mortgage Trust 2022-2 | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Madison Park Funding Ltd | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MPOWER Education Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Home Owner Mortgage Enhanced Securuties Limited | UNSCREENED | 0.19% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| NOC NORTHROP GRUMMAN CORP | NON_COMPLIANT | 0.19% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| BP CAP MARKETS AMERICA | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Upgrade Master Pass-Thru Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| STRUCTURED AGENCY CREDIT RISK STACR_20-CS01 | UNSCREENED | 0.18% | no in-house ratios for this holding |
| VERUS SECURITIZATION TRUST VERUS_21-4 | UNSCREENED | 0.18% | no in-house ratios for this holding |
| PRESTON RIDGE PARTNERS MORTGAGE TRUST PRPM_23-RCF2 | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Deephaven Residential Mortgage Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| AVGO BROADCOM INC | COMPLIANT | 0.18% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| United States Treasury | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNMA_21-139 | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AMGN AMGEN INC | COMPLIANT | 0.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| OCCIDENTAL PETROLEUM COR | UNSCREENED | 0.17% | no in-house ratios for this holding |
| KRAFT HEINZ FOODS CO | UNSCREENED | 0.17% | no in-house ratios for this holding |
| BRAVO Residential Funding Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Truist Bank Auto Credit-Linked Notes | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PACIFIC GAS & ELECTRIC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SFO Commerical Mortgage Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNMA_20-175 | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| VISTA POINT SECURITIZATION TRUST VSTA_25-CES2 | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CSMC TRUST CSMC_22-NQM1 | UNSCREENED | 0.17% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.16% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| UMBS, TBA | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| GLS Auto Select Receivables Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.16% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| RTX RTX CORP | NON_COMPLIANT | 0.16% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FREDDIE MAC STRUCTURED AGENCY CREDIT RISK DEBT NOTES STACR_20-CS | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| BACARDI LTD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ABBV ABBVIE INC | COMPLIANT | 0.15% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| SAIF Securitization Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| HEIA.AS HEINEKEN NV | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Pagaya AI Debt Selection Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd | UNSCREENED | 0.14% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.14% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FANNIE MAE | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNMA_23-47 | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Cross Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Greensky Home Improvement Issuer Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.13% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNMA_20-11 | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| PRPM LLC PRPM_24-RCF6 | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Research-Driven Pagaya Motor Asset Trust I | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CMCSA COMCAST CORP | NON_COMPLIANT | 0.13% | AAOIFI96.1% Usmani35.1% Dow Jones Islamic138.9% S&P Shariah130.3% MSCI Islamic35.1% MSCI Islamic M-Series130.3% FTSE Shariah35.1% |
| MET TOWER GLOBAL FUNDING | UNSCREENED | 0.13% | no in-house ratios for this holding |
| JOHN DEERE CAPITAL CORP | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_5152 | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| UNH UNITEDHEALTH GROUP INC | NON_COMPLIANT | 0.13% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| Fannie Mae | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.12% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Chicago Board of Trade | UNSCREENED | 0.12% | no in-house ratios for this holding |
The published standards disagree about this fund by 2 points of portfolio weight — 5.9% of it passes Dow Jones Islamic, 4.1% passes Usmani. 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 5.9% ratios fail on 9.8% 92.0% not rated under AAOIFI
ratios pass on 4.1% ratios fail on 8.5% 95.1% not rated under Usmani
ratios pass on 5.9% ratios fail on 9.8% 92.0% not rated under Dow Jones Islamic
ratios pass on 5.6% ratios fail on 9.4% 92.6% not rated under S&P Shariah
ratios pass on 4.1% ratios fail on 8.5% 95.1% not rated under MSCI Islamic
ratios pass on 5.6% ratios fail on 10.0% 92.0% not rated under MSCI Islamic M-Series
ratios pass on 4.3% ratios fail on 8.3% 95.1% not rated under FTSE Shariah
48 of 447 listed holdings carry our own per-methodology verdicts (16% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 42 (14% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UMBS, TBA | 2.56% |
| Fannie Mae | 2.00% |
| UMBS, TBA | 1.88% |
| Fannie Mae | 1.72% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-86 | 1.39% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 1.26% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 1.17% |
| Fannie Mae | 1.06% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.87% |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.82% |
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.
CNFRX (CNFRX) 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 CNFRX — this runs off the critical path so the page paints first. It will appear here on its own.
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt securities. It generally invests at least 65% of its assets in debt securities issued by the U.S. government and its agencies and instrumentalities, debt securities issued by corporations, and mortgage- and other asset-backed securities that, at the time of purchase, are rated in at least one of the three highest rating categories or are unrated but determined to be of comparable quality.
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 2026-09-08 · Asset managers net 912361 (-21819)
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.