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 Short-Term Bond Fund · CALAMOS INVESTMENT TRUST/IL
473 holdings · as of 2026-04-30 (4.6 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 24.22% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 66% turns out to be. Matching more holdings can only raise this share, never lower it.
5.35% 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.
473 holdings, 159 matched (35% of weight). Portfolio as of 2026-04-30, filed 2026-06-26. Source: SEC Form N-PORT.
2.58% of this portfolio’s income is non-permissible — weighted across holdings, computed over 25% of portfolio weight (127 of 473 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 |
|---|---|---|---|
| State Street Global Advisors | UNSCREENED | 4.03% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.46% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 1.22% | no in-house ratios for this holding |
| Fannie Mae | NON_COMPLIANT | 0.83% | no in-house ratios for this holding |
| Alloya Auto Receivables Trust | UNSCREENED | 0.73% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.71% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.71% | no in-house ratios for this holding |
| Avis Budget Rental Car Funding AESOP LLC | UNSCREENED | 0.54% | no in-house ratios for this holding |
| SOFI CONSUMER LOAN PROGRAM TRUST | UNSCREENED | 0.52% | no in-house ratios for this holding |
| American Express Credit Account Master Trust | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Space Coast Credit Union | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Ford Credit Auto Owner Trust/Ford Credit | UNSCREENED | 0.49% | no in-house ratios for this holding |
| Toyota Auto Loan Extended Note Trust | UNSCREENED | 0.49% | no in-house ratios for this holding |
| DLLAA LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| GM General Motors | NON_COMPLIANT | 0.49% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GREAT AMERICA LEASING RECEIVABLES | UNSCREENED | 0.48% | no in-house ratios for this holding |
| Wheels Fleet Lease Funding LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| Compass Datacenters Issuer II, LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| CyrusOne Data Centers Issuer I LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| American Heritage Auto Receivables Issuer Trust | UNSCREENED | 0.48% | no in-house ratios for this holding |
| NMEF Funding LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| Aligned Data Centers Issuer LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| PenFed Auto Receivables Owner Trust | UNSCREENED | 0.48% | no in-house ratios for this holding |
| NextGear Floorplan Master Owner Trust | UNSCREENED | 0.48% | no in-house ratios for this holding |
| DataBank Issuer II, LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| ASIAN DEVELOPMENT BANK | UNSCREENED | 0.47% | no in-house ratios for this holding |
| CNH Equipment Trust | UNSCREENED | 0.46% | no in-house ratios for this holding |
| Post Road Equipment Finance | UNSCREENED | 0.46% | no in-house ratios for this holding |
| SCF Equipment Trust Llc | UNSCREENED | 0.45% | no in-house ratios for this holding |
| BMW Vehicle Lease Trust | UNSCREENED | 0.45% | no in-house ratios for this holding |
| Ansley Park Capital LLC | UNSCREENED | 0.43% | no in-house ratios for this holding |
| Credit Acceptance Auto Loan Trust | UNSCREENED | 0.43% | no in-house ratios for this holding |
| MMAF Equipment Finance LLC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| Tesla Auto Lease Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| PEAC Solutions Receivables LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| Enterprise Fleet Financing LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| USAA Auto Owner Trust | UNSCREENED | 0.35% | no in-house ratios for this holding |
| Dominos Pizza Master Issuer LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| COF CAPITAL ONE FINANCIAL CO | NON_COMPLIANT | 0.30% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| Veros Auto Receivables Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| MUSA Murphy USA Inc | COMPLIANT | 0.28% | AAOIFI29.4% Usmani56.5% Dow Jones Islamic30.8% S&P Shariah31.4% MSCI Islamic54.3% MSCI Islamic M-Series31.4% FTSE Shariah43.0% |
| Bank of America Auto Trust | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CRH SMW FINANCE DAC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| EATON CAPITAL ULC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| Volvo Financial Equipment LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| UNITED AIR 2019-2 A PTT | UNSCREENED | 0.26% | no in-house ratios for this holding |
| GGAM FINANCE LTD | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ESNT ESSENT GROUP LTD | NON_COMPLIANT | 0.25% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ACT ENACT HOLDINGS INC | NON_COMPLIANT | 0.25% | AAOIFI11.0% Usmani10.7% Dow Jones Islamic13.6% S&P Shariah14.5% MSCI Islamic10.7% MSCI Islamic M-Series14.5% FTSE Shariah10.7% |
| BOSTON PROPERTIES LP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| FRONTIER NORTH INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| MHK MOHAWK INDUSTRIES INC | COMPLIANT | 0.25% | AAOIFI29.9% Usmani17.1% Dow Jones Islamic31.4% S&P Shariah32.2% MSCI Islamic17.1% MSCI Islamic M-Series32.2% FTSE Shariah13.9% |
| Adient US LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| NUVEEN LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| HESS MIDSTREAM OPERATION | UNSCREENED | 0.25% | no in-house ratios for this holding |
| NDSN NORDSON CORP | COMPLIANT | 0.25% | AAOIFI9.1% Usmani27.3% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic27.0% MSCI Islamic M-Series11.8% FTSE Shariah25.9% |
| IR INGERSOLL RAND INC | COMPLIANT | 0.25% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| Verizon Master Trust | UNSCREENED | 0.25% | no in-house ratios for this holding |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.25% | no in-house ratios for this holding |
| R RYDER SYSTEM INC | NON_COMPLIANT | 0.25% | AAOIFI89.3% Usmani52.5% Dow Jones Islamic114.3% S&P Shariah129.2% MSCI Islamic52.5% MSCI Islamic M-Series129.2% FTSE Shariah46.3% |
| PUBLIC STORAGE OP CO | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ALASKA AIRLINES 2020 TR | UNSCREENED | 0.25% | no in-house ratios for this holding |
| LII LENNOX INTERNATIONAL INC | COMPLIANT | 0.25% | AAOIFI12.0% Usmani38.7% Dow Jones Islamic8.3% S&P Shariah8.8% MSCI Islamic37.1% MSCI Islamic M-Series8.8% FTSE Shariah27.1% |
| BNS.TO BANK OF NOVA SCOTIA | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NI NISOURCE INC | NON_COMPLIANT | 0.25% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| TAKE-TWO INTERACTIVE SOF | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Connecticut Housing Finance Authority | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ALL ALLSTATE CORP | NON_COMPLIANT | 0.25% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| TMO THERMO FISHER SCIENTIFIC | COMPLIANT | 0.25% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| KMI KINDER MORGAN INC | NON_COMPLIANT | 0.25% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| IQVIA INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Hertz Vehicle Financing LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| AXP AMERICAN EXPRESS CO | NON_COMPLIANT | 0.25% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| AMAT APPLIED MATERIALS INC | COMPLIANT | 0.25% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| EXPORT-IMPORT BANK KOREA | UNSCREENED | 0.25% | no in-house ratios for this holding |
| US BANCORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| DUKE ENERGY CAROLINAS | UNSCREENED | 0.25% | no in-house ratios for this holding |
| FLUTTER TREASURY DAC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CAESARS ENTERTAIN INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PENSKE TRUCK LEASING/PTL | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CAH CARDINAL HEALTH INC | COMPLIANT | 0.24% | AAOIFI17.8% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah28.7% MSCI Islamic17.4% MSCI Islamic M-Series28.7% FTSE Shariah15.5% |
| BATH & BODY WORKS INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LEN LENNAR CORP | NON_COMPLIANT | 0.24% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NATIONAL SECS CLEARING | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GLP CAPITAL LP / FIN II | UNSCREENED | 0.24% | no in-house ratios for this holding |
| FIRST INDUSTRIAL LP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BMW US CAPITAL LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Commonwealth of Massachusetts | UNSCREENED | 0.24% | no in-house ratios for this holding |
| OC OWENS CORNING | NON_COMPLIANT | 0.24% | AAOIFI43.5% Usmani37.4% Dow Jones Islamic40.6% S&P Shariah39.3% MSCI Islamic37.4% MSCI Islamic M-Series39.3% FTSE Shariah33.2% |
| MUTUAL OF OMAHA GLOBAL | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PLD PROLOGIS LP | COMPLIANT | 0.24% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| AMERICAN INTERNATIONAL | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EFN.TO ELEMENT FLEET MANAGEMENT | NON_COMPLIANT | 0.24% | AAOIFI129.7% Usmani69.7% Dow Jones Islamic— S&P Shariah— MSCI Islamic69.7% MSCI Islamic M-Series— FTSE Shariah69.7% |
| PAYX PAYCHEX INC | COMPLIANT | 0.24% | AAOIFI11.1% Usmani28.6% Dow Jones Islamic10.7% S&P Shariah10.9% MSCI Islamic28.6% MSCI Islamic M-Series10.9% FTSE Shariah28.2% |
| CHUBB INA HOLDINGS LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TAYLOR MORRISON COMM | UNSCREENED | 0.24% | no in-house ratios for this holding |
| FNB CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| INTL FINANCE CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| HPEFS Equipment Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DHI D.R. HORTON INC | COMPLIANT | 0.24% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PRINCIPAL LFE GLB FND II | UNSCREENED | 0.24% | no in-house ratios for this holding |
| APH AMPHENOL CORP | NON_COMPLIANT | 0.24% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TOYOTA MOTOR CREDIT CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SNPS SYNOPSYS INC | COMPLIANT | 0.24% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| TD TORONTO-DOMINION BANK | NON_COMPLIANT | 0.24% | 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 | 0.24% | no in-house ratios for this holding |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.24% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| SOLS Solstice Advanced Materials Inc | COMPLIANT | 0.24% | AAOIFI19.5% Usmani35.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic33.3% MSCI Islamic M-Seriespass FTSE Shariah33.3% |
| SCHLUMBERGER HLDGS CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BNY BANK OF NEW YORK MELLON | NON_COMPLIANT | 0.24% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.24% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| AGCO CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ALLIANT ENERGY FINANCE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| O'REILLY AUTOMOTIVE INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CPT CAMDEN PROPERTY TRUST | NON_COMPLIANT | 0.24% | AAOIFI34.0% Usmani51.3% Dow Jones Islamic42.8% S&P Shariah44.8% MSCI Islamic51.3% MSCI Islamic M-Series44.8% FTSE Shariah51.3% |
| ALLISON TRANSMISSION INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| T AT&T INC | NON_COMPLIANT | 0.24% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| AON NORTH AMERICA INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MCK MCKESSON CORP | COMPLIANT | 0.24% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| CCG Receivables Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DELL INT LLC / EMC CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| OKE ONEOK INC | NON_COMPLIANT | 0.24% | AAOIFI52.4% Usmani46.0% Dow Jones Islamic62.1% S&P Shariah68.1% MSCI Islamic46.0% MSCI Islamic M-Series68.1% FTSE Shariah46.0% |
| CCG Receivables Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Ford Credit Floorplan Master Owner Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EXPORT DEVELOPMNT CANADA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Dell Equipment Finance Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MACQUARIE AIRFINANCE HLD | UNSCREENED | 0.24% | no in-house ratios for this holding |
| SOUTH BOW USA INFRA HLDS | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BMRN BIOMARIN PHARMACEUTICAL INC | NON_COMPLIANT | 0.24% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MTB M&T BANK CORPORATION | NON_COMPLIANT | 0.24% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.24% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| AMRIZE FINANCE US LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DEVELOPMENT BK OF JAPAN | UNSCREENED | 0.24% | no in-house ratios for this holding |
| VLTO VERALTO CORP | COMPLIANT | 0.24% | AAOIFI12.4% Usmani37.5% Dow Jones Islamic11.8% S&P Shariah12.2% MSCI Islamic37.5% MSCI Islamic M-Series12.2% FTSE Shariah34.8% |
| TEVA PHARMACEUTICALS NE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| INTU INTUIT INC | COMPLIANT | 0.24% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| FIFTH THIRD BANK INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CBRE SERVICES INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| SWEDISH EXPORT CREDIT | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Q QNITY ELECTRONICS INC | COMPLIANT | 0.24% | AAOIFI17.6% Usmani31.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.6% MSCI Islamic M-Seriespass FTSE Shariah28.1% |
| Raising Cane's Restaurants, LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| OSCAR US Funding Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Stonepeak Nile Parent LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| COOPERATIEVE RABOBANK UA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DEPOSITORY TRUST COMPANY | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Volvo Financial Equipment LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.24% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| ASIAN INFRASTRUCTURE INV | UNSCREENED | 0.24% | no in-house ratios for this holding |
| INTER-AMERICAN DEVEL BK | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CRM SALESFORCE INC | COMPLIANT | 0.24% | AAOIFI19.6% Usmani38.1% Dow Jones Islamic18.0% S&P Shariah17.7% MSCI Islamic38.1% MSCI Islamic M-Series17.7% FTSE Shariah35.8% |
| VICI VICI PROPERTIES LP | NON_COMPLIANT | 0.24% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| CNH INDUSTRIAL CAP LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| HPEFS Equipment Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| T-Mobile US Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PH PARKER-HANNIFIN CORP | COMPLIANT | 0.24% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| BLACKSTONE MORTGAGE TRUST INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| STWD Starwood Property Trust Inc | NON_COMPLIANT | 0.24% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| COUNCIL OF EUROPE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BRIXMOR OPERATING PART | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CINTAS CORPORATION NO. 2 | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CDNS CADENCE DESIGN SYS INC | COMPLIANT | 0.24% | AAOIFI0.3% Usmani1.9% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| HP ENTERPRISE CO | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TEX Terex Corporation | NON_COMPLIANT | 0.24% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| WMB WILLIAMS COMPANIES INC | NON_COMPLIANT | 0.24% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| AFRICAN DEVELOPMENT BANK | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DANSKE.CO DANSKE BANK A/S | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ABNB AIRBNB INC | NON_COMPLIANT | 0.24% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| SYY SYSCO CORPORATION | NON_COMPLIANT | 0.24% | AAOIFI38.2% Usmani54.1% Dow Jones Islamic41.2% S&P Shariah41.9% MSCI Islamic52.7% MSCI Islamic M-Series41.9% FTSE Shariah47.6% |
| 7267.T HONDA MOTOR CO LTD | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| FED CAISSES DESJARDINS | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NIAGARA MOHAWK POWER | UNSCREENED | 0.24% | no in-house ratios for this holding |
| KFW | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NEW YORK LIFE GLOBAL FDG | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NXP BV/NXP FDG/NXP USA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ORCL ORACLE CORP | COMPLIANT | 0.24% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| C CITIGROUP INC | NON_COMPLIANT | 0.24% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| ASHTEAD CAPITAL INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LPL HOLDINGS INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.24% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| OEKB OEST. KONTROLLBANK | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MHO M/I HOMES INC | COMPLIANT | 0.24% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ILMN ILLUMINA INC | COMPLIANT | 0.24% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| Dell Equipment Finance Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 0.24% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| PUBLIC SERVICE COLORADO | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Oaktree ABF Equipment ST LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PYPL PAYPAL HOLDINGS INC | NON_COMPLIANT | 0.24% | AAOIFI22.1% Usmani12.5% Dow Jones Islamic16.3% S&P Shariah16.0% MSCI Islamic12.5% MSCI Islamic M-Series16.0% FTSE Shariah11.7% |
| RY ROYAL BANK OF CANADA | COMPLIANT | 0.24% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Novelis Corporation | UNSCREENED | 0.24% | no in-house ratios for this holding |
| SPG SIMON PROPERTY GROUP LP | NON_COMPLIANT | 0.24% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| CANADIAN PACIFIC RAILWAY | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CITIZENS BANK NA/RI | UNSCREENED | 0.24% | no in-house ratios for this holding |
| RGA GLOBAL FUNDING | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MERCEDES-BENZ FIN NA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.24% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| DK Crown Holdings Inc | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LSEG US FIN CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ACCENTURE CAPITAL INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| AXIS SPECIALTY FINAN PLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.24% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| EVRG EVERGY INC | NON_COMPLIANT | 0.24% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| AUTONATION INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Quikrete Holdings Inc | UNSCREENED | 0.24% | no in-house ratios for this holding |
| KOMMUNALBANKEN AS | UNSCREENED | 0.24% | no in-house ratios for this holding |
| AMCOR FLEXIBLES NORTH AM | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Life Time Fitness Inc | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.24% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CNO GLOBAL FUNDING | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TRUIST BANK | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NORDIC INVESTMENT BANK | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NSTAR ELECTRIC CO | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GIL.TO GILDAN ACTIVEWEAR INC | NON_COMPLIANT | 0.24% | AAOIFI43.5% Usmani41.2% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic41.2% MSCI Islamic M-Series39.9% FTSE Shariah41.2% |
| Raising Cane's Restaurants, LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| 6902.T DENSO CORP | COMPLIANT | 0.24% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| HONA HONEYWELL AEROSPACE INC | COMPLIANT | 0.24% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| SNX TD SYNNEX CORP | COMPLIANT | 0.24% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| COPT DEFENSE PROP LP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.24% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| AVGO BROADCOM INC | COMPLIANT | 0.24% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| JBL JABIL INC | COMPLIANT | 0.24% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| O REALTY INCOME CORP | NON_COMPLIANT | 0.24% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| MET LIFE GLOB FUNDING I | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Vantage Data Centers LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GABX LEASING | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LEIDOS INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| SCHW CHARLES SCHWAB CORP | NON_COMPLIANT | 0.24% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| UNITED RENTALS NORTH AM | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NOVARTIS CAPITAL CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MDLZ MONDELEZ INTERNATIONAL | COMPLIANT | 0.24% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| Avis Budget Car Rental LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Medline Borrower LP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Light and Wonder International, Inc. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DAYTON POWER & LIGHT CO/ | UNSCREENED | 0.24% | no in-house ratios for this holding |
| AS MILEAGE PLAN IP LTD | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BARC.L BARCLAYS PLC | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COR CENCORA INC | COMPLIANT | 0.24% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| Vantage Data Centers LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| LOW LOWE'S COS INC | NON_COMPLIANT | 0.24% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| SVC ABS LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| KBR KBR Inc | NON_COMPLIANT | 0.24% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| AVOLON HOLDINGS FNDG LTD | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EPR EPR PROPERTIES | NON_COMPLIANT | 0.24% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| Genmab AS | UNSCREENED | 0.24% | no in-house ratios for this holding |
The published standards disagree about this fund by 3 points of portfolio weight — 11.4% of it passes AAOIFI, 8.8% 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 11.4% ratios fail on 17.2% 73.0% not rated under AAOIFI
ratios pass on 9.2% ratios fail on 15.9% 76.6% not rated under Usmani
ratios pass on 10.6% ratios fail on 17.6% 73.5% not rated under Dow Jones Islamic
ratios pass on 10.8% ratios fail on 16.4% 74.4% not rated under S&P Shariah
ratios pass on 8.8% ratios fail on 16.7% 76.1% not rated under MSCI Islamic
ratios pass on 10.3% ratios fail on 17.8% 73.5% not rated under MSCI Islamic M-Series
ratios pass on 11.2% ratios fail on 14.6% 75.8% not rated under FTSE Shariah
141 of 473 listed holdings carry our own per-methodology verdicts (30% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 126 (27% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States Treasury | 1.46% |
| United States Treasury | 1.22% |
| Fannie Mae | 0.83% |
| United States Treasury | 0.71% |
| United States Treasury | 0.71% |
| GM General Motors | 0.49% |
| COF CAPITAL ONE FINANCIAL CO | 0.30% |
| ESNT ESSENT GROUP LTD | 0.25% |
| ACT ENACT HOLDINGS INC | 0.25% |
| R RYDER SYSTEM INC | 0.25% |
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.
CSTIX (CSTIX) 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 CSTIX — 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
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
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.
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.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 33.10 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -178.15 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.01 | SELL |
| ROC (10) | -0.63 | SELL |
| Momentum (10) | -0.06 | SELL |
| EMA (10) | 9.44 | SELL |
| SMA (10) | 9.45 | SELL |
| EMA (20) | 9.45 | SELL |
| SMA (20) | 9.46 | SELL |
| EMA (30) | 9.45 | SELL |
| SMA (30) | 9.46 | SELL |
| EMA (50) | 9.44 | SELL |
| SMA (50) | 9.45 | SELL |
| EMA (100) | 9.43 | SELL |
| SMA (100) | 9.43 | SELL |
| EMA (200) | 9.38 | BUY |
| SMA (200) | 9.39 | BUY |
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in a broad range of debt securities that have a dollar weighted average portfolio duration of three years or less.
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.