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.
Eaton Vance Dividend Builder Fund · Eaton Vance Special Investment Trust
58 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 31.36% of portfolio weight is in non-compliant holdings, over the 5% threshold.
58 holdings, 55 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
2.98% of this portfolio’s income is non-permissible — weighted across holdings, computed over 89% of portfolio weight (52 of 58 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.
59.1% compliant 4.8% questionable 31.4% non-compliant 4.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AVGO Broadcom Inc | COMPLIANT | 4.00% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 3.73% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 3.25% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| KO Coca-Cola Co/The | COMPLIANT | 3.23% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| JNJ Johnson & Johnson | COMPLIANT | 2.61% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| CVX Chevron Corp | COMPLIANT | 2.60% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| KLAC KLA Corp | COMPLIANT | 2.52% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| ABBV AbbVie Inc | COMPLIANT | 2.49% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| LRCX Lam Research Corp | COMPLIANT | 2.46% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| CSCO Cisco Systems Inc | COMPLIANT | 2.43% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| Lamar Advertising Co | UNSCREENED | 2.27% | no in-house ratios for this holding |
| SRE Sempra | NON_COMPLIANT | 2.20% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| ETN Eaton Corp PLC | COMPLIANT | 2.17% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| IRM Iron Mountain Inc | NON_COMPLIANT | 2.13% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| WM Waste Management Inc | COMPLIANT | 2.06% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| SO Southern Co/The | NON_COMPLIANT | 2.05% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| EOG EOG Resources Inc | COMPLIANT | 2.04% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| BLK Blackrock Inc | NON_COMPLIANT | 2.03% | AAOIFI7.0% Usmani7.2% Dow Jones Islamic8.1% S&P Shariah8.9% MSCI Islamic7.2% MSCI Islamic M-Series8.9% FTSE Shariah7.2% |
| GOOG Alphabet Inc | QUESTIONABLE | 1.97% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MRK Merck & Co Inc | COMPLIANT | 1.96% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| APH Amphenol Corp | NON_COMPLIANT | 1.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MSFT Microsoft Corp | QUESTIONABLE | 1.92% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AME AMETEK Inc | COMPLIANT | 1.89% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| ADI Analog Devices Inc | COMPLIANT | 1.89% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| AAPL Apple Inc | COMPLIANT | 1.88% | AAOIFI1.8% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| GILD Gilead Sciences Inc | COMPLIANT | 1.75% | AAOIFI14.4% Usmani53.2% Dow Jones Islamic18.6% S&P Shariah21.4% MSCI Islamic53.2% MSCI Islamic M-Series21.4% FTSE Shariah53.2% |
| MMM 3M Co | COMPLIANT | 1.74% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| TXN Texas Instruments Inc | COMPLIANT | 1.72% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| PEP PepsiCo Inc | COMPLIANT | 1.71% | AAOIFI23.4% Usmani39.4% Dow Jones Islamic22.7% S&P Shariah22.0% MSCI Islamic39.4% MSCI Islamic M-Series22.0% FTSE Shariah39.4% |
| DGX Quest Diagnostics Inc | COMPLIANT | 1.59% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| American Financial Group Inc/OH | UNSCREENED | 1.57% | no in-house ratios for this holding |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 1.57% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| CME CME Group Inc | NON_COMPLIANT | 1.51% | AAOIFI0.4% Usmani0.2% Dow Jones Islamic2.3% S&P Shariah2.6% MSCI Islamic0.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| LHX L3Harris Technologies Inc | NON_COMPLIANT | 1.50% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| V Visa Inc | COMPLIANT | 1.39% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| CARR Carrier Global Corp | COMPLIANT | 1.27% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| LLY Eli Lilly & Co | COMPLIANT | 1.26% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| WH Wyndham Hotels & Resorts Inc | NON_COMPLIANT | 1.26% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| NOKIA.HE Nokia Oyj | COMPLIANT | 1.25% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TJX TJX Cos Inc/The | COMPLIANT | 1.23% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| TMUS T-Mobile US Inc | NON_COMPLIANT | 1.19% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| MSI Motorola Solutions Inc | COMPLIANT | 1.19% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| IP International Paper Co | NON_COMPLIANT | 1.17% | AAOIFI50.2% Usmani27.3% Dow Jones Islamic47.6% S&P Shariah55.5% MSCI Islamic27.1% MSCI Islamic M-Series55.5% FTSE Shariah25.2% |
| NVDA NVIDIA Corp | COMPLIANT | 1.13% | AAOIFI0.7% Usmani12.1% Dow Jones Islamic1.0% S&P Shariah1.2% MSCI Islamic12.1% MSCI Islamic M-Series1.2% FTSE Shariah10.4% |
| DPZ Domino's Pizza Inc | NON_COMPLIANT | 1.11% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| FAST Fastenal Co | COMPLIANT | 1.10% | AAOIFI0.8% Usmani8.3% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic8.3% MSCI Islamic M-Series1.0% FTSE Shariah2.3% |
| IFF International Flavors & Fragrances Inc | NON_COMPLIANT | 1.10% | AAOIFI26.5% Usmani23.0% Dow Jones Islamic29.7% S&P Shariah29.3% MSCI Islamic23.0% MSCI Islamic M-Series29.3% FTSE Shariah22.7% |
| HD Home Depot Inc/The | COMPLIANT | 1.06% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| CRH CRH PLC | COMPLIANT | 0.99% | AAOIFI31.8% Usmani33.7% Dow Jones Islamic27.6% S&P Shariah30.6% MSCI Islamic32.7% MSCI Islamic M-Series30.6% FTSE Shariah30.4% |
| RKT Rocket Cos Inc | NON_COMPLIANT | 0.95% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| META Meta Platforms Inc | QUESTIONABLE | 0.93% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| EVR Evercore Inc | NON_COMPLIANT | 0.92% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| SLB Ltd | UNSCREENED | 0.91% | no in-house ratios for this holding |
| FNF Fidelity National Financial Inc | NON_COMPLIANT | 0.90% | AAOIFI35.7% Usmani3.8% Dow Jones Islamic29.8% S&P Shariah31.6% MSCI Islamic3.8% MSCI Islamic M-Series31.6% FTSE Shariah3.8% |
| IBM International Business Machines Corp | COMPLIANT | 0.89% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 0.84% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| EQT EQT Corp | COMPLIANT | 0.80% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| ACN Accenture PLC | COMPLIANT | 0.76% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
The published standards disagree about this fund by 30 points of portfolio weight — 73.0% of it passes Dow Jones Islamic, 42.6% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 72.0% ratios fail on 21.3% 6.7% not rated under AAOIFI
ratios pass on 44.8% ratios fail on 44.9% 10.3% not rated under Usmani
ratios pass on 73.0% ratios fail on 20.3% 6.7% not rated under Dow Jones Islamic
ratios pass on 71.4% ratios fail on 21.9% 6.7% not rated under S&P Shariah
ratios pass on 42.6% ratios fail on 47.2% 10.2% not rated under MSCI Islamic
ratios pass on 71.4% ratios fail on 21.9% 6.7% not rated under MSCI Islamic M-Series
ratios pass on 53.1% ratios fail on 38.6% 8.3% not rated under FTSE Shariah
55 of 58 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 52 (90% 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 | 3.73% |
| UNH UnitedHealth Group Inc | 3.25% |
| SRE Sempra | 2.20% |
| IRM Iron Mountain Inc | 2.13% |
| SO Southern Co/The | 2.05% |
| BLK Blackrock Inc | 2.03% |
| APH Amphenol Corp | 1.95% |
| MS Morgan Stanley & Co. LLC | 1.57% |
| CME CME Group Inc | 1.51% |
| LHX L3Harris Technologies Inc | 1.50% |
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.
ECTMX (ECTMX) 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 ECTMX — 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) | 30.00 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -179.16 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.06 | SELL |
| ROC (10) | -2.53 | SELL |
| Momentum (10) | -0.44 | SELL |
| EMA (10) | 17.25 | SELL |
| SMA (10) | 17.29 | SELL |
| EMA (20) | 17.38 | SELL |
| SMA (20) | 17.45 | SELL |
| EMA (30) | 17.42 | SELL |
| SMA (30) | 17.55 | SELL |
| EMA (50) | 17.41 | SELL |
| SMA (50) | 17.48 | SELL |
| EMA (100) | 17.24 | SELL |
| SMA (100) | 17.29 | SELL |
| EMA (200) | 16.84 | BUY |
| SMA (200) | 16.78 | BUY |
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying common stocks and dividend-paying or interest-bearing securities that are convertible into common stock. It invests primarily in large-cap stocks but may invest in companies with a broad range of market capitalizations, including smaller companies.
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.
Still fetching insider filings — it ran past this page's budget, so the page painted without waiting. The fetch is still running; reload in a moment and it will be here.
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.