CSQETF / FundCALAMOS STRATEGIC TOTAL RETURN FUND
Verdicts genuinely change. Free email alert the moment CSQ'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.
CALAMOS STRATEGIC TOTAL RETURN FUND
822 holdings · as of 2026-07-31 (3.4 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 137% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 33.86% of portfolio weight is in non-compliant holdings, over the 5% threshold.
822 holdings, 377 matched (86% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
2.11% of this portfolio’s income is non-permissible — weighted across holdings, computed over 81% of portfolio weight (314 of 822 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.
44.0% compliant 16.7% questionable 24.8% non-compliant 14.5% unscreened
All holdings (822) · showing 501–750
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| COHR COHERENT CORP | COMPLIANT | 0.02% | AAOIFI6.0% Usmani19.3% Dow Jones Islamic12.1% S&P Shariah15.9% MSCI Islamic19.3% MSCI Islamic M-Series15.9% FTSE Shariah17.6% |
| BASF COATINGS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Ineos US Finance LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| KNIFE RIVER HOLDCO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ACA ARCOSA INC | UNRATED | 0.02% | AAOIFI20.6% Usmani28.5% Dow Jones Islamic28.5% S&P Shariah31.0% MSCI Islamic28.5% MSCI Islamic M-Series31.0% FTSE Shariah27.1% |
| VSAT VIASAT INC | NON_COMPLIANT | 0.02% | AAOIFI66.2% Usmani45.8% Dow Jones Islamic158.7% S&P Shariah186.6% MSCI Islamic45.8% MSCI Islamic M-Series186.6% FTSE Shariah42.6% |
| NCL CORPORATION LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DAN DANA INC | NON_COMPLIANT | 0.02% | AAOIFI42.8% Usmani24.1% Dow Jones Islamic58.3% S&P Shariah64.9% MSCI Islamic24.1% MSCI Islamic M-Series64.9% FTSE Shariah21.5% |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DLX DELUXE CORP | NON_COMPLIANT | 0.02% | AAOIFI125.5% Usmani57.5% Dow Jones Islamic155.1% S&P Shariah163.4% MSCI Islamic54.6% MSCI Islamic M-Series163.4% FTSE Shariah52.8% |
| STONEPEAK MOTION/FINCO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.02% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| SYNERGY INFRASTRUCTURE H | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TREEHOUSE FOODS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| NEPTUNE BIDCO US INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.02% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| BRANDYWINE OPER PARTNERS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GENESIS ENERGY LP/FIN | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VST VISTRA CORP | NON_COMPLIANT | 0.02% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| GEN GEN DIGITAL INC | NON_COMPLIANT | 0.02% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| NMRK NEWMARK GROUP INC | NON_COMPLIANT | 0.02% | AAOIFI50.7% Usmani26.3% Dow Jones Islamic51.6% S&P Shariah58.7% MSCI Islamic26.3% MSCI Islamic M-Series58.7% FTSE Shariah16.7% |
| ADIENT GLOBAL HOLDINGS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ACA ARCOSA INC | UNRATED | 0.02% | AAOIFI20.6% Usmani28.5% Dow Jones Islamic28.5% S&P Shariah31.0% MSCI Islamic28.5% MSCI Islamic M-Series31.0% FTSE Shariah27.1% |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.02% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.02% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| CLEAR CHANNEL OUTDOOR HO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CLARIOS GLOBAL LP/US FIN | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CUSHMAN & WAKEFIELD US | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ARCHES BUYER INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VFH PARENT / VALOR CO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.02% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| ARES FINANCE CO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MAGNOLIA OIL GAS/MAG FIN | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BELL CANADA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| OSAIC HOLDINGS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| QTS Thunder Managing Issuer LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| WILLIAM CARTER | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ACADEMY LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SIRIUS XM RADIO LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Q QNITY ELECTRONICS INC | COMPLIANT | 0.02% | AAOIFI17.6% Usmani31.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.6% MSCI Islamic M-Seriespass FTSE Shariah28.1% |
| AMNEAL PHARMACEUTICALS L | UNSCREENED | 0.02% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.02% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.02% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| NWL NEWELL BRANDS INC | NON_COMPLIANT | 0.02% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| MPH ACQUISITION HOLDINGS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BRINK'S CO/THE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.02% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| RKT ROCKET COS INC | NON_COMPLIANT | 0.02% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| Cincinnati Bell Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Avis Budget Car Rental LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHDN CHURCHILL DOWNS INC | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VOYAGER PARENT LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ENS ENERSYS | COMPLIANT | 0.02% | AAOIFI17.1% Usmani28.3% Dow Jones Islamic22.3% S&P Shariah24.2% MSCI Islamic28.2% MSCI Islamic M-Series24.2% FTSE Shariah26.3% |
| FORESTAR GROUP INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Chinos Intermediate Holdings A Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CC CHEMOURS CO | NON_COMPLIANT | 0.02% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| GGAM FINANCE LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ASHTON WOODS USA/FINANCE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNIVISION COMMUNICATIONS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PetSmart Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Boots Group Bidco Ltd | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.02% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 0.02% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| AMYNTA AGENCY/WARRANTY | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNITED NATURAL FOODS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHDN CHURCHILL DOWNS INC | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NCL CORPORATION LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.02% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| GHC GRAHAM HOLDINGS CO | QUESTIONABLE | 0.02% | AAOIFI25.8% Usmani15.4% Dow Jones Islamic29.5% S&P Shariah33.0% MSCI Islamic15.4% MSCI Islamic M-Series33.0% FTSE Shariah10.3% |
| CLOUD SOFTWARE GRP LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 0.02% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.02% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| NCL CORPORATION LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PPL CAPITAL FUNDING INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| INEOS FINANCE PLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FERTITTA ENTERTAINMENT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Clear Channel Outdoor Holdings Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SV RNO PROPERTY OWNER 1 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BATH & BODY WORKS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| WR GRACE HOLDING LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ENR ENERGIZER HOLDINGS INC | NON_COMPLIANT | 0.02% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.02% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| STONEPEAK MOTION FINCO LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.02% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| TIME WARNER CABLE LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GOODYEAR TIRE & RUBBER | UNSCREENED | 0.02% | no in-house ratios for this holding |
| LIBERTY MUTUAL GROUP INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Cloud Software Group Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AAP ADVANCE AUTO PARTS | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| JELDWEN HOLDING | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UWMC UWM HOLDINGS LLC | NON_COMPLIANT | 0.02% | AAOIFI132.9% Usmani16.6% Dow Jones Islamic663.7% S&P Shariah613.5% MSCI Islamic16.6% MSCI Islamic M-Series613.5% FTSE Shariah16.6% |
| SCRIPPS ESCROW II INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| EW SCRIPPS CO | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GRAPHIC PACKAGING INTERN | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GM GENERAL MOTORS CO | NON_COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ZI TECH LLC/ZI FIN CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.01% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| TRANSCANADA PIPELINES | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TIME WARNER CABLE LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WOLF WOLFSPEED INC | NON_COMPLIANT | 0.01% | AAOIFI145.1% Usmani59.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.7% MSCI Islamic M-Seriesfail FTSE Shariah56.2% |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHARLOTTE BUYER INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.01% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| TRANSDIGM INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| RR DONNELLEY & SONS CO | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DIRECTV FINANCING LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FIRST CITIZENS BANCSHARE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WILLIAMS SCOTSMAN INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.01% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| CFG CITIZENS FINANCIAL GROUP | NON_COMPLIANT | 0.01% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.01% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.01% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DIRECTV FINANCING LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| KSS KOHL'S CORPORATION | NON_COMPLIANT | 0.01% | AAOIFI183.9% Usmani44.5% Dow Jones Islamic249.6% S&P Shariah219.6% MSCI Islamic30.1% MSCI Islamic M-Series219.6% FTSE Shariah9.9% |
| TELEPHONE & DATA SYS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Audacy Capital Corp | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.01% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| WHIRLPOOL CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| EVEREST REINSURANCE HLDG | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.01% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.01% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| MPH ACQUISITION HOLDINGS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.01% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| MBGL Mobility Global Inc | NON_COMPLIANT | 0.01% | AAOIFI34.3% Usmani15.4% Dow Jones Islamic— S&P Shariah— MSCI Islamic15.4% MSCI Islamic M-Series— FTSE Shariah15.2% |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.01% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| AXIS SPECIALTY FINANCE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| VST VISTRA CORP | NON_COMPLIANT | 0.01% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| Cheniere Energy Partners LP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.01% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.01% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| MHO M/I HOMES INC | COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CFG CITIZENS FINANCIAL GROUP | NON_COMPLIANT | 0.01% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| US BANCORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| KEY KEYCORP | NON_COMPLIANT | 0.01% | AAOIFI47.1% Usmani5.7% Dow Jones Islamic56.9% S&P Shariah65.9% MSCI Islamic5.7% MSCI Islamic M-Series65.9% FTSE Shariah5.7% |
| VIKING CRUISES LTD | UNSCREENED | 0.01% | no in-house ratios for this holding |
| STONEX ESCROW ISSUER LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| AAP ADVANCE AUTO PARTS | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SYNERGY INFRASTRUCTURE H | UNSCREENED | 0.01% | no in-house ratios for this holding |
| COLUMBUS MCKINNON CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PRESTIGE BRANDS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHARLOTTE BUYER INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.01% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| LEVEL 3 FINANCING INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| STANDARD BUILDING SOLUTI | UNSCREENED | 0.01% | no in-house ratios for this holding |
| UNITED AIR 2019-2 B PTT | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.01% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| QVC INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.01% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| WR GRACE HOLDING LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| EHC ENCOMPASS HEALTH CORP | COMPLIANT | 0.01% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.01% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.01% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| OTEX OPEN TEXT INC | NON_COMPLIANT | 0.01% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| TWLO TWILIO INC | COMPLIANT | 0.01% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| CLARITEV CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.01% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| BP CAPITAL MARKETS PLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| IHEARTCOMMUNICATIONS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.01% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| FARM CREDIT BK OF TEXAS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| COMPEER FINANCIAL ACA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LAND O'LAKES INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LOCKTON INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TELEPHONE & DATA SYS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GUITAR CENTER 3L NOTES | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ALGONQUIN PWR & UTILITY | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MERC MERCER INTL INC | NON_COMPLIANT | 0.01% | AAOIFI5491.3% Usmani75.9% Dow Jones Islamic620.7% S&P Shariah422.7% MSCI Islamic75.2% MSCI Islamic M-Series422.7% FTSE Shariah74.9% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.01% | AAOIFI12.6% Usmani2.1% Dow Jones Islamic15.2% S&P Shariah17.3% MSCI Islamic2.1% MSCI Islamic M-Series17.3% FTSE Shariah2.1% |
| EMBC EMBECTA CORP | NON_COMPLIANT | 0.01% | AAOIFI467.7% Usmani118.7% Dow Jones Islamic228.0% S&P Shariah214.9% MSCI Islamic116.2% MSCI Islamic M-Series214.9% FTSE Shariah115.0% |
| CMS CMS ENERGY CORP | NON_COMPLIANT | 0.01% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| PARTNERRE FINANCE B LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NATIONAL RURAL UTIL COOP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DELTA AIR LINES/SKYMILES | UNSCREENED | 0.01% | no in-house ratios for this holding |
| QWEST CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.01% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| ALV.DE ALLIANZ SE | NON_COMPLIANT | 0.01% | AAOIFI20.8% Usmani3.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic3.4% MSCI Islamic M-Seriesfail FTSE Shariah3.4% |
| CNO CNO FINANCIAL GROUP INC | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AFFILIATED MANAGERS GROU | UNSCREENED | 0.01% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JETBLUE 2019-1 CLASS B | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SCRIPPS ESCROW II INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.00% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| WTFC WINTRUST FINANCIAL CORP | NON_COMPLIANT | 0.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.00% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| AXP AMERICAN EXPRESS CO | NON_COMPLIANT | 0.00% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| C CITIGROUP INC | NON_COMPLIANT | 0.00% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| STT STATE STREET CORP | NON_COMPLIANT | 0.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BANK OF NY MELLON CORP | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.00% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| BATH & BODY WORKS INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.00% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| F FORD MOTOR COMPANY | NON_COMPLIANT | 0.00% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| PSX PHILLIPS 66 CO | COMPLIANT | 0.00% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| C CITIGROUP INC | NON_COMPLIANT | 0.00% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| UMBF UMB FINANCIAL CORP | NON_COMPLIANT | 0.00% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| C CITIGROUP INC | NON_COMPLIANT | 0.00% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ANNALY CAPITAL MGMT | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ACGL ARCH CAPITAL GROUP LTD | NON_COMPLIANT | 0.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.00% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| CRBG COREBRIDGE FINANCIAL INC | NON_COMPLIANT | 0.00% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| T AT&T INC | NON_COMPLIANT | 0.00% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| PNC FINANCIAL SERVICES | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ALL ALLSTATE CORP | NON_COMPLIANT | 0.00% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| FITB FIFTH THIRD BANCORP | NON_COMPLIANT | 0.00% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| PNC FINANCIAL SERVICES | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BERKLEY (WR) CORPORATION | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SCHW CHARLES SCHWAB CORP | NON_COMPLIANT | 0.00% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| AFFILIATED MANAGERS GROU | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SELECTIVE INSURANCE GROU | UNSCREENED | 0.00% | no in-house ratios for this holding |
| GLOBAL NET LEASE INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| VOD.L VODAFONE GROUP PLC | NON_COMPLIANT | 0.00% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RENAISSANCERE HOLDINGS L | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CFR CULLEN/FROST BANKERS INC | NON_COMPLIANT | 0.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BROOKFIELD PROPERTY PART | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PARAMOUNT GLOBAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| NEXTERA ENERGY CAPITAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| WSBC WESBANCO INC | NON_COMPLIANT | 0.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FHN FIRST HORIZON CORP | NON_COMPLIANT | 0.00% | AAOIFI187.6% Usmani26.2% Dow Jones Islamic208.5% S&P Shariah233.7% MSCI Islamic26.2% MSCI Islamic M-Series233.7% FTSE Shariah26.2% |
| TFC TRUIST FINANCIAL CORP | NON_COMPLIANT | 0.00% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| PIONEER OPCO LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MPH Acquisition Holdings LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PRESTIGE BRANDS INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BROOKFIELD RENEWABLE PAR | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 27 points of portfolio weight — 85.4% of it passes AAOIFI, 58.8% 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 85.4% ratios fail on 26.8% 24.6% not rated under AAOIFI
ratios pass on 70.0% ratios fail on 35.9% 30.8% not rated under Usmani
ratios pass on 85.1% ratios fail on 27.0% 24.6% not rated under Dow Jones Islamic
ratios pass on 84.7% ratios fail on 26.8% 25.2% not rated under S&P Shariah
ratios pass on 58.8% ratios fail on 40.6% 37.3% not rated under MSCI Islamic
ratios pass on 84.0% ratios fail on 28.1% 24.6% not rated under MSCI Islamic M-Series
ratios pass on 71.6% ratios fail on 34.9% 30.2% not rated under FTSE Shariah
258 of 822 listed holdings carry our own per-methodology verdicts (117% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 241 (114% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| JPM JPMorgan Chase & Co | 1.88% |
| GS Goldman Sachs Group Inc/The | 1.21% |
| MPC Marathon Petroleum Corp | 1.20% |
| C Citigroup Inc | 1.15% |
| MS Morgan Stanley | 1.11% |
| BAC Bank of America Corp | 1.06% |
| UNH UnitedHealth Group Inc | 1.05% |
| WFC Wells Fargo & Co | 0.87% |
| RTX RTX Corp | 0.77% |
| PM Philip Morris International Inc | 0.75% |
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) 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.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for CSQ — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
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) | 43.10 | NEUTRAL |
| Stochastic %K (14) | 44.93 | NEUTRAL |
| CCI (20) | -95.35 | NEUTRAL |
| Williams %R (14) | -55.07 | NEUTRAL |
| MACD (12,26,9) | -0.04 | SELL |
| ROC (10) | -3.33 | SELL |
| Momentum (10) | -0.67 | SELL |
| EMA (10) | 19.54 | SELL |
| SMA (10) | 19.58 | SELL |
| EMA (20) | 19.74 | SELL |
| SMA (20) | 19.77 | SELL |
| EMA (30) | 19.88 | SELL |
| SMA (30) | 19.97 | SELL |
| EMA (50) | 20.00 | SELL |
| SMA (50) | 20.19 | SELL |
| EMA (100) | 19.93 | SELL |
| SMA (100) | 20.16 | SELL |
| EMA (200) | 19.26 | BUY |
| SMA (200) | 19.25 | BUY |
About CALAMOS STRATEGIC TOTAL RETURN FUND
Financial Services · Asset Management
Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.
fundinvestor.calamos.com/ClosedEndFunds/CEFund.aspx?name=CSQ ↗
Background via Yahoo Finance — informational, not part of the verdict.
Average — needs more confirmation before sizing up
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.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 42 |
| ⏰ 4H | BEARISH | 33 |
| 🕐 1H | BEARISH | 98 |
| ⏱ 15-Min | RANGING | 130 |
| ⏲ 5-Min | BULLISH | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
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.