CSMDXETF / FundCopeland SMID Cap Dividend Growth Fund
Verdicts genuinely change. Free email alert the moment CSMDX'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.
Copeland SMID Cap Dividend Growth Fund · Copeland Trust
67 holdings
NON-COMPLIANT 31.90% of portfolio weight is in non-compliant holdings, over the 5% threshold.
67 holdings, 58 matched (88% of weight). Portfolio as of 2026-08-31, filed 2026-10-29. Source: SEC Form N-PORT.
0.91% of this portfolio’s income is non-permissible — weighted across holdings, computed over 75% of portfolio weight (50 of 67 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.
52.5% compliant 3.2% questionable 31.9% non-compliant 12.4% unscreened
All holdings (67)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NDSN NORDSON CORP | COMPLIANT | 1.90% | AAOIFI9.1% Usmani27.3% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic27.0% MSCI Islamic M-Series11.8% FTSE Shariah25.9% |
| JKHY JACK HENRY & ASSOCIATES INC | COMPLIANT | 1.87% | AAOIFI1.1% Usmani4.1% Dow Jones Islamic1.1% S&P Shariah1.1% MSCI Islamic4.1% MSCI Islamic M-Series1.1% FTSE Shariah2.9% |
| DGX QUEST DIAGNOSTICS INC | COMPLIANT | 1.87% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| HLNE HAMILTON LANE INC | NON_COMPLIANT | 1.85% | AAOIFI5.7% Usmani10.8% Dow Jones Islamic4.0% S&P Shariah4.0% MSCI Islamic10.8% MSCI Islamic M-Series4.0% FTSE Shariah10.8% |
| RYMAN HOSPITALITY PROPERTIES INC | UNSCREENED | 1.83% | no in-house ratios for this holding |
| LMAT LEMAITRE VASCULAR INC | COMPLIANT | 1.83% | AAOIFI1.2% Usmani3.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic3.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| EE EXCELERATE ENERGY INC | NON_COMPLIANT | 1.81% | AAOIFI26.9% Usmani29.7% Dow Jones Islamic30.9% S&P Shariah36.3% MSCI Islamic25.9% MSCI Islamic M-Series36.3% FTSE Shariah22.2% |
| BOOZ ALLEN HAMILTON HOLDING CORP | UNSCREENED | 1.79% | no in-house ratios for this holding |
| HXL HEXCEL CORP | COMPLIANT | 1.78% | AAOIFI13.9% Usmani35.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic35.1% MSCI Islamic M-Series0.0% FTSE Shariah35.1% |
| RGLD ROYAL GOLD INC | COMPLIANT | 1.76% | AAOIFI1.8% Usmani4.2% Dow Jones Islamic2.7% S&P Shariah3.3% MSCI Islamic4.2% MSCI Islamic M-Series3.3% FTSE Shariah4.2% |
| ENSG ENSIGN GROUP INC (THE) | COMPLIANT | 1.75% | AAOIFI22.6% Usmani39.1% Dow Jones Islamic24.0% S&P Shariah26.7% MSCI Islamic39.1% MSCI Islamic M-Series26.7% FTSE Shariah2.4% |
| YOU CLEAR SECURE INC | COMPLIANT | 1.73% | AAOIFI1.5% Usmani7.0% Dow Jones Islamic2.3% S&P Shariah2.8% MSCI Islamic7.0% MSCI Islamic M-Series2.8% FTSE Shariah0.0% |
| USPH U.S. PHYSICAL THERAPY INC | NON_COMPLIANT | 1.73% | AAOIFI33.3% Usmani30.9% Dow Jones Islamic32.9% S&P Shariah31.3% MSCI Islamic30.9% MSCI Islamic M-Series31.3% FTSE Shariah17.6% |
| CHE CHEMED CORP | COMPLIANT | 1.71% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| BSY BENTLEY SYSTEMS INC | COMPLIANT | 1.70% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| STE STERIS PLC | COMPLIANT | 1.70% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| MORN MORNINGSTAR INC | COMPLIANT | 1.70% | AAOIFI25.6% Usmani48.7% Dow Jones Islamic18.5% S&P Shariah17.7% MSCI Islamic48.7% MSCI Islamic M-Series17.7% FTSE Shariah43.9% |
| VMI VALMONT INDUSTRIES INC | COMPLIANT | 1.69% | AAOIFI9.4% Usmani25.2% Dow Jones Islamic11.5% S&P Shariah13.0% MSCI Islamic25.2% MSCI Islamic M-Series13.0% FTSE Shariah21.1% |
| PSMT PRICESMART INC | QUESTIONABLE | 1.67% | AAOIFI6.1% Usmani12.8% Dow Jones Islamic8.3% S&P Shariah9.5% MSCI Islamic12.8% MSCI Islamic M-Series9.5% FTSE Shariah7.1% |
| DTM DT MIDSTREAM INC | COMPLIANT | 1.66% | AAOIFI25.5% Usmani33.0% Dow Jones Islamic30.1% S&P Shariah36.3% MSCI Islamic33.0% MSCI Islamic M-Series36.3% FTSE Shariah32.6% |
| MTDR MATADOR RESOURCES COMPANY | NON_COMPLIANT | 1.64% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| PEGA PEGASYSTEMS INC | COMPLIANT | 1.63% | AAOIFI1.2% Usmani5.2% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic5.2% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| CTRE CARETRUST REIT INC | NON_COMPLIANT | 1.62% | AAOIFI14.4% Usmani20.3% Dow Jones Islamic17.3% S&P Shariah21.3% MSCI Islamic20.3% MSCI Islamic M-Series21.3% FTSE Shariah20.3% |
| LFUS LITTELFUSE INC | COMPLIANT | 1.59% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| CSL CARLISLE COMPANIES INC | COMPLIANT | 1.58% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TRAVEL PLUS LEISURE COMPANY | UNSCREENED | 1.57% | no in-house ratios for this holding |
| HOMB HOME BANCSHARES INC | NON_COMPLIANT | 1.56% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FCFS FIRSTCASH HOLDINGS INC | NON_COMPLIANT | 1.56% | AAOIFI27.6% Usmani49.3% Dow Jones Islamic40.0% S&P Shariah44.0% MSCI Islamic49.3% MSCI Islamic M-Series44.0% FTSE Shariah42.8% |
| TRU TRANSUNION | NON_COMPLIANT | 1.55% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| SFBS SERVISFIRST BANCSHARES INC | NON_COMPLIANT | 1.55% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GFL GFL ENVIRONMENTAL INC | NON_COMPLIANT | 1.55% | AAOIFI27.6% Usmani38.5% Dow Jones Islamic29.0% S&P Shariah31.0% MSCI Islamic38.5% MSCI Islamic M-Series31.0% FTSE Shariah38.5% |
| VLTO VERALTO CORP | COMPLIANT | 1.54% | AAOIFI12.4% Usmani37.5% Dow Jones Islamic11.8% S&P Shariah12.2% MSCI Islamic37.5% MSCI Islamic M-Series12.2% FTSE Shariah34.8% |
| PRDO PERDOCEO EDUCATION CORP | NON_COMPLIANT | 1.54% | AAOIFI2.3% Usmani4.2% Dow Jones Islamic2.5% S&P Shariah2.9% MSCI Islamic3.6% MSCI Islamic M-Series2.9% FTSE Shariah0.0% |
| TRNO TERRENO REALTY CORP | COMPLIANT | 1.52% | AAOIFI13.1% Usmani16.5% Dow Jones Islamic15.2% S&P Shariah16.2% MSCI Islamic16.5% MSCI Islamic M-Series16.2% FTSE Shariah16.5% |
| KBR KBR INC | NON_COMPLIANT | 1.52% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| LSTR LANDSTAR SYSTEM INC | COMPLIANT | 1.52% | AAOIFI0.0% Usmani4.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 1.52% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| AZZ AZZ INC | COMPLIANT | 1.51% | AAOIFI12.6% Usmani24.1% Dow Jones Islamic16.2% S&P Shariah19.3% MSCI Islamic23.4% MSCI Islamic M-Series19.3% FTSE Shariah21.3% |
| NYT NEW YORK TIMES COMPANY (THE) | QUESTIONABLE | 1.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FSV FIRSTSERVICE CORP | NON_COMPLIANT | 1.49% | AAOIFI15.2% Usmani32.3% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic32.3% MSCI Islamic M-Series18.9% FTSE Shariah25.3% |
| BPOP POPULAR INC | NON_COMPLIANT | 1.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ACUITY INC | UNSCREENED | 1.47% | no in-house ratios for this holding |
| CHESAPEAKE UTILITIES CORP | UNSCREENED | 1.47% | no in-house ratios for this holding |
| SNX TD SYNNEX CORP | COMPLIANT | 1.46% | AAOIFI29.1% Usmani13.2% Dow Jones Islamic39.3% S&P Shariah43.9% MSCI Islamic13.2% MSCI Islamic M-Series43.9% FTSE Shariah13.2% |
| SOLS SOLSTICE ADVANCED MATERIALS INC | COMPLIANT | 1.45% | AAOIFI19.5% Usmani35.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic33.3% MSCI Islamic M-Seriespass FTSE Shariah33.3% |
| KNSL KINSALE CAPITAL GROUP INC | NON_COMPLIANT | 1.44% | AAOIFI2.6% Usmani3.5% Dow Jones Islamic2.3% S&P Shariah2.3% MSCI Islamic3.5% MSCI Islamic M-Series2.3% FTSE Shariah3.5% |
| CGNX COGNEX CORP | COMPLIANT | 1.44% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BRUNSWICK CORP | UNSCREENED | 1.44% | no in-house ratios for this holding |
| RS RELIANCE INC | COMPLIANT | 1.42% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| AAON AAON INC | COMPLIANT | 1.40% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TPB TURNING POINT BRANDS INC | COMPLIANT | 1.40% | AAOIFI19.7% Usmani34.4% Dow Jones Islamic20.0% S&P Shariah25.7% MSCI Islamic34.4% MSCI Islamic M-Series25.7% FTSE Shariah34.4% |
| ATR APTARGROUP INC | COMPLIANT | 1.40% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| NSSC NAPCO SECURITY TECHNOLOGIES INC | COMPLIANT | 1.39% | AAOIFI0.4% Usmani2.2% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic2.2% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| COHEN & STEERS INC | UNSCREENED | 1.37% | no in-house ratios for this holding |
| PRI PRIMERICA INC | NON_COMPLIANT | 1.36% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CHDN CHURCHILL DOWNS INC | NON_COMPLIANT | 1.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WCC WESCO INTERNATIONAL INC | NON_COMPLIANT | 1.32% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 1.29% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| KLIC KULICKE AND SOFFA INDUSTRIES INC | COMPLIANT | 1.29% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic2.9% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| UFPI UFP INDUSTRIES INC | COMPLIANT | 1.26% | AAOIFI8.9% Usmani9.9% Dow Jones Islamic6.9% S&P Shariah6.6% MSCI Islamic9.9% MSCI Islamic M-Series6.6% FTSE Shariah5.7% |
| OLED UNIVERSAL DISPLAY CORP | NON_COMPLIANT | 1.13% | AAOIFI0.5% Usmani2.0% Dow Jones Islamic0.4% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| POWI POWER INTEGRATIONS INC | COMPLIANT | 1.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DKS DICKS SPORTING GOODS INC | NON_COMPLIANT | 0.93% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| BWX TECHNOLOGIES INC | UNSCREENED | 0.91% | no in-house ratios for this holding |
| WING WINGSTOP INC | NON_COMPLIANT | 0.67% | AAOIFI41.6% Usmani193.4% Dow Jones Islamic17.4% S&P Shariah16.3% MSCI Islamic193.4% MSCI Islamic M-Series16.3% FTSE Shariah184.0% |
| NORTHERN INSTITUTIONAL FUNDS | UNSCREENED | 0.58% | no in-house ratios for this holding |
| GTX GARRETT MOTION INC | COMPLIANT | 0.51% | AAOIFI36.9% Usmani56.2% Dow Jones Islamic43.3% S&P Shariah50.2% MSCI Islamic56.2% MSCI Islamic M-Series50.2% FTSE Shariah53.9% |
The published standards disagree about this fund by 23 points of portfolio weight — 58.0% of it passes AAOIFI, 34.9% 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 58.0% ratios fail on 23.3% 18.8% not rated under AAOIFI
ratios pass on 34.9% ratios fail on 39.7% 25.5% not rated under Usmani
ratios pass on 57.5% ratios fail on 22.3% 20.2% not rated under Dow Jones Islamic
ratios pass on 52.2% ratios fail on 27.7% 20.2% not rated under S&P Shariah
ratios pass on 39.8% ratios fail on 40.0% 20.2% not rated under MSCI Islamic
ratios pass on 52.2% ratios fail on 27.7% 20.2% not rated under MSCI Islamic M-Series
ratios pass on 46.1% ratios fail on 32.1% 21.9% not rated under FTSE Shariah
58 of 67 listed holdings carry our own per-methodology verdicts (88% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 53 (80% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| HLNE HAMILTON LANE INC | 1.85% |
| EE EXCELERATE ENERGY INC | 1.81% |
| USPH U.S. PHYSICAL THERAPY INC | 1.73% |
| MTDR MATADOR RESOURCES COMPANY | 1.64% |
| CTRE CARETRUST REIT INC | 1.62% |
| HOMB HOME BANCSHARES INC | 1.56% |
| FCFS FIRSTCASH HOLDINGS INC | 1.56% |
| TRU TRANSUNION | 1.55% |
| SFBS SERVISFIRST BANCSHARES INC | 1.55% |
| GFL GFL ENVIRONMENTAL INC | 1.55% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Copeland SMID Cap Dividend Growth Fund (CSMDX) 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 |
|---|---|---|
| NDSNNORDSON CORP | 1.90% | Compliant |
| JKHYJACK HENRY & ASSOCIATES INC | 1.87% | Compliant |
| DGXQUEST DIAGNOSTICS INC | 1.87% | Compliant |
| HLNEHAMILTON LANE INC | 1.85% | Non-compliant |
| RYMAN HOSPITALITY PROPERTIES INCnot matched to a ticker | 1.83% | Not screened |
| LMATLEMAITRE VASCULAR INC | 1.83% | Compliant |
| EEEXCELERATE ENERGY INC | 1.81% | Non-compliant |
| BOOZ ALLEN HAMILTON HOLDING CORPnot matched to a ticker | 1.79% | Not screened |
| HXLHEXCEL CORP | 1.78% | Compliant |
| RGLDROYAL GOLD INC | 1.76% | Compliant |
Top 10 of 67 holdings, 18.3% 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.
- HLNEnon-compliant1.85%
- RYMAN HOSPITALITY PROPERTIES INCnot screened1.83%
- EEnon-compliant1.81%
- BOOZ ALLEN HAMILTON HOLDING CORPnot screened1.79%
- USPHnon-compliant1.73%
- PSMTquestionable1.67%
What changed, and when
Verdict history for CSMDX. 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 CSMDX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 5 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
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) | 60.90 | NEUTRAL |
| Stochastic %K (14) | 80.56 | SELL |
| CCI (20) | 85.09 | NEUTRAL |
| Williams %R (14) | -19.44 | SELL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 2.44 | BUY |
| Momentum (10) | 0.41 | BUY |
| EMA (10) | 17.12 | BUY |
| SMA (10) | 17.14 | BUY |
| EMA (20) | 16.94 | BUY |
| SMA (20) | 16.89 | BUY |
| EMA (30) | 16.84 | BUY |
| SMA (30) | 16.68 | BUY |
| EMA (50) | 16.78 | BUY |
| SMA (50) | 16.56 | BUY |
| EMA (100) | 16.78 | BUY |
| SMA (100) | 16.93 | BUY |
| EMA (200) | 16.56 | BUY |
| SMA (200) | 16.77 | 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.