EDFETF / FundVirtus Stone Harbor Emerging Markets Income Fund
Verdicts genuinely change. Free email alert the moment EDF's does — no target price to set, unlike "Alert" above.
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.
Virtus Stone Harbor Emerging Markets Income Fund
125 holdings · as of 2026-08-31 (2.2 months ago)
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 159% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED 20% of this fund's gross exposure is short across 20 positions. Our look-through asks what a fund owns and whether owning it is permissible; a short position is not ownership but an obligation to deliver something the fund does not hold, so a verdict computed as though this were a long-only portfolio would not describe it. The holdings are listed below, with the short positions marked.
125 holdings, 7 matched (3% of weight). Portfolio as of 2026-08-31, filed 2026-10-28. Source: SEC Form N-PORT.
0.49% of this portfolio’s income is non-permissible — weighted across holdings, computed over 2% of portfolio weight (6 of 125 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.
All holdings (125)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTO | UNSCREENED | 10.93% | no in-house ratios for this holding |
| POINSETTIA FINANCE LTD SARL | UNSCREENED | 8.53% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 6.21% | no in-house ratios for this holding |
| BUENOS AIRES, PROVINCE OF | UNSCREENED | 4.30% | no in-house ratios for this holding |
| ARGENTINA, REPUBLIC OF - SUBSECRETARIA DE FINANCIAMIENTO | UNSCREENED | 4.23% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 3.43% | no in-house ratios for this holding |
| ELDIK BANK OJSC | UNSCREENED | 3.03% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 2.97% | no in-house ratios for this holding |
| ANGOLA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 2.95% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 2.95% | no in-house ratios for this holding |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICO | UNSCREENED | 2.79% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 2.72% | no in-house ratios for this holding |
| PETROLEOS DE VENEZUELA SA | UNSCREENED | 2.68% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 2.59% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 2.57% | no in-house ratios for this holding |
| GABON, REPUBLIC OF - MINISTRY OF PUBLIC ACCOUNTS AND DEBT | UNSCREENED | 2.42% | no in-house ratios for this holding |
| CAMEROON, REPUBLIC OF | UNSCREENED | 2.40% | no in-house ratios for this holding |
| J.P. MORGAN SECURITIES LLC | UNSCREENED | 2.35% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 2.28% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 2.27% | no in-house ratios for this holding |
| GTE GRAN TIERRA ENERGY INC | NON_COMPLIANT | 2.22% | AAOIFI167.2% Usmani39.8% Dow Jones Islamic293.8% S&P Shariah280.5% MSCI Islamic38.2% MSCI Islamic M-Series280.5% FTSE Shariah38.2% |
| POLAND, REPUBLIC OF - STATE TREASURY | UNSCREENED | 2.19% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 2.19% | no in-house ratios for this holding |
| VENEZUELA, BOLIVARIAN REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 2.12% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 2.06% | no in-house ratios for this holding |
| COTE D'IVOIRE, REPUBLIC OF | UNSCREENED | 2.06% | no in-house ratios for this holding |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICO | UNSCREENED | 2.04% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.92% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 1.92% | no in-house ratios for this holding |
| ANGOLA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.88% | no in-house ratios for this holding |
| KENYA, GOVERNMENT OF | UNSCREENED | 1.87% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 1.82% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 1.71% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 1.66% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 1.64% | no in-house ratios for this holding |
| SAMARCO MINERACAO SA | UNSCREENED | 1.58% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.54% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 1.51% | no in-house ratios for this holding |
| HUNGARY, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.38% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 1.32% | no in-house ratios for this holding |
| TURKEY, REPUBLIC OF UNDERSECRETARIAT OF TREASURY | UNSCREENED | 1.24% | no in-house ratios for this holding |
| PETROLEOS DE VENEZUELA SA | UNSCREENED | 1.22% | no in-house ratios for this holding |
| ECUADOR, REPUBLICA DEL - MINISTERIO DE FINANZAS Y CREDITO PUBLICO | UNSCREENED | 1.20% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 1.15% | no in-house ratios for this holding |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 1.14% | no in-house ratios for this holding |
| Central Bank of Nigeria | UNSCREENED | 1.06% | no in-house ratios for this holding |
| KENYA, GOVERNMENT OF | UNSCREENED | 1.04% | no in-house ratios for this holding |
| UNITED MEXICAN STATES - SECRETARIA DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 1.04% | no in-house ratios for this holding |
| INDONESIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 1.02% | no in-house ratios for this holding |
| ROMANIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.99% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.98% | no in-house ratios for this holding |
| SENEGAL, REPUBLIC OF | UNSCREENED | 0.98% | no in-house ratios for this holding |
| BOLIVIA, ESTADO PLURINACIONAL DE - ECONOMIA Y FINANZAS PUBLICAS | UNSCREENED | 0.97% | no in-house ratios for this holding |
| VAMOS EUROPE SA | UNSCREENED | 0.94% | no in-house ratios for this holding |
| BRAZIL, FEDERATIVE REPUBLIC OF - SECRETARIA DO TESOURO NACIONAL | UNSCREENED | 0.93% | no in-house ratios for this holding |
| MC BRAZIL DOWNSTREAM TRADING SARL | UNSCREENED | 0.92% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.92% | no in-house ratios for this holding |
| FS LUXEMBOURG SARL | UNSCREENED | 0.91% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 0.91% | no in-house ratios for this holding |
| PETROLEOS DEL PERU' - PETROPERU SA | UNSCREENED | 0.90% | no in-house ratios for this holding |
| MSU GREEN ENERGY SA | UNSCREENED | 0.88% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.82% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.80% | no in-house ratios for this holding |
| OHI GROUP SA | UNSCREENED | 0.80% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.80% | no in-house ratios for this holding |
| EL SALVADOR, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.79% | no in-house ratios for this holding |
| J.P. MORGAN SECURITIES LLC | UNSCREENED | 0.76% | no in-house ratios for this holding |
| NIGERIA, FEDERAL REPUBLIC OF - DEBT MANAGEMENT OFFICE (THE) | UNSCREENED | 0.76% | no in-house ratios for this holding |
| DEVELOPMENT BANK OF KAZAKHSTAN JSC | UNSCREENED | 0.75% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.73% | no in-house ratios for this holding |
| LIMAK YENILENEBILIR ENERJI AS | UNSCREENED | 0.73% | no in-house ratios for this holding |
| Generacion Mediterranea S A / Cent Termica Roca S A | UNSCREENED | 0.65% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.65% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.64% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.63% | no in-house ratios for this holding |
| MOVIDA EUROPE SA | UNSCREENED | 0.62% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.61% | no in-house ratios for this holding |
| GABON, REPUBLIC OF - MINISTRY OF PUBLIC ACCOUNTS AND DEBT | UNSCREENED | 0.56% | no in-house ratios for this holding |
| NEON CAPITAL LTD | UNSCREENED | 0.55% | no in-house ratios for this holding |
| SOUTH AFRICA, REPUBLIC OF - NATIONAL TREASURY | UNSCREENED | 0.53% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.52% | no in-house ratios for this holding |
| ANGOLA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.52% | no in-house ratios for this holding |
| BENIN, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.50% | no in-house ratios for this holding |
| GRUPO AEROMEXICO SAB DE CV | UNSCREENED | 0.50% | no in-house ratios for this holding |
| YKBNK.IS YAPI VE KREDI BANKASI AS | NON_COMPLIANT | 0.48% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MSU ENERGY SA | UNSCREENED | 0.48% | no in-house ratios for this holding |
| AZULE ENERGY FINANCE PLC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| EL SALVADOR, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.44% | no in-house ratios for this holding |
| MONG DUONG FINANCE HOLDINGS BV | UNSCREENED | 0.43% | no in-house ratios for this holding |
| NEON CAPITAL LTD | UNSCREENED | 0.42% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.41% | no in-house ratios for this holding |
| ZAMBIA, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.41% | no in-house ratios for this holding |
| COTE D'IVOIRE, REPUBLIC OF | UNSCREENED | 0.40% | no in-house ratios for this holding |
| IHS IHS HOLDING LTD (NEW) | NON_COMPLIANT | 0.39% | AAOIFI110.0% Usmani69.9% Dow Jones Islamic153.7% S&P Shariah174.6% MSCI Islamic69.9% MSCI Islamic M-Series174.6% FTSE Shariah69.9% |
| COLOMBIA, REPUBLIC OF - MINISTERO DE HACIENDA Y CREDITO PUBLICO | UNSCREENED | 0.38% | no in-house ratios for this holding |
| BANCO MERCANTIL DEL NORTE SA CAYMAN ISLANDS BRANCH | UNSCREENED | 0.37% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.36% | no in-house ratios for this holding |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | UNSCREENED | 0.36% | no in-house ratios for this holding |
| DEVELOPMENT BANK OF KAZAKHSTAN JSC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| AYDEM.IS AYDEM YENILENEBILIR ENERJI AS | NON_COMPLIANT | 0.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VFU FUNDING PLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| WE SODA INVESTMENTS HOLDING PLC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| WE SODA INVESTMENTS HOLDING PLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| IHS IHS HOLDING LTD (NEW) | NON_COMPLIANT | 0.30% | AAOIFI110.0% Usmani69.9% Dow Jones Islamic153.7% S&P Shariah174.6% MSCI Islamic69.9% MSCI Islamic M-Series174.6% FTSE Shariah69.9% |
| VEDANTA RESOURCES FINANCE II PLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Republic of Iraq CLN | UNSCREENED | 0.25% | no in-house ratios for this holding |
| KOS KOSMOS ENERGY LTD | NON_COMPLIANT | 0.25% | AAOIFI162.1% Usmani62.3% Dow Jones Islamic221.3% S&P Shariah151.6% MSCI Islamic62.3% MSCI Islamic M-Series151.6% FTSE Shariah62.0% |
| GURMAT ELEKTRIK URETIM AS | UNSCREENED | 0.24% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.23% | no in-house ratios for this holding |
| GHANA, REPUBLIC OF | UNSCREENED | 0.22% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| KOSMOS ENERGY GTA HOLDINGS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS SA DE CV | UNSCREENED | 0.18% | no in-house ratios for this holding |
| AVENIR ISSUER II (IRELAND) DAC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| EGYPT, ARAB REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.18% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BANCO MERCANTIL DEL NORTE SA CAYMAN ISLANDS BRANCH | UNSCREENED | 0.14% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.13% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.12% | no in-house ratios for this holding |
| VENEZUELA, BOLIVARIAN REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.07% | no in-house ratios for this holding |
| IHS IHS HOLDING LTD (NEW) | NON_COMPLIANT | 0.06% | AAOIFI110.0% Usmani69.9% Dow Jones Islamic153.7% S&P Shariah174.6% MSCI Islamic69.9% MSCI Islamic M-Series174.6% FTSE Shariah69.9% |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Generacion Mediterranea S A / Cent Termica Roca S A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UKRAINE, REPUBLIC OF - MINISTRY OF FINANCE | UNSCREENED | 0.02% | no in-house ratios for this holding |
All 7 published standards agree about this fund to within 0.0 points of portfolio weight.
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 0.0% ratios fail on 4.0% 154.7% not rated under AAOIFI
ratios pass on 0.0% ratios fail on 4.0% 154.7% not rated under Usmani
ratios pass on 0.0% ratios fail on 4.0% 154.7% not rated under Dow Jones Islamic
ratios pass on 0.0% ratios fail on 4.0% 154.7% not rated under S&P Shariah
ratios pass on 0.0% ratios fail on 4.0% 154.7% not rated under MSCI Islamic
ratios pass on 0.0% ratios fail on 4.0% 154.7% not rated under MSCI Islamic M-Series
ratios pass on 0.0% ratios fail on 4.0% 154.7% not rated under FTSE Shariah
5 of 125 listed holdings carry our own per-methodology verdicts (4% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 3 (3% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
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.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for EDF — 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) | 39.00 | NEUTRAL |
| Stochastic %K (14) | 55.88 | NEUTRAL |
| CCI (20) | -31.39 | NEUTRAL |
| Williams %R (14) | -44.12 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | -1.14 | SELL |
| Momentum (10) | -0.05 | SELL |
| EMA (10) | 4.38 | SELL |
| SMA (10) | 4.33 | BUY |
| EMA (20) | 4.46 | SELL |
| SMA (20) | 4.42 | SELL |
| EMA (30) | 4.55 | SELL |
| SMA (30) | 4.56 | SELL |
| EMA (50) | 4.68 | SELL |
| SMA (50) | 4.81 | SELL |
| EMA (100) | 4.81 | SELL |
| SMA (100) | 4.97 | SELL |
| EMA (200) | 4.76 | SELL |
| SMA (200) | 4.87 | SELL |
About Virtus Stone Harbor Emerging Markets Income Fund
Financial Services · Asset Management
Virtus Stone Harbor Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched and managed by Stone Harbor Investment Partners LP. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in sovereign debt obligations, corporate debt securities, structured notes, convertible securities, securities issued by supranational organizations, floating rate commercial loans, and securitized loan participations. The fund focuses on factors such as liquidity, volatility, tax implications, interest rate sensitivity, counterparty risks, economic factors, currency exchange rates, and technical market considerations to create its portfolio. It benchmarks the performance of its portfolios against the JP Morgan EMBI Global Diversified TR Index, the JPMorgan CEMBI Broad Diversified Index, and the JPMorgan GBI-EM Global Diversified Composite TR Index. Virtus Stone Harbor Emerging Markets Income Fund was formed on December 22, 2010 and is domiciled in the United States.
shiplpcef.com/edf-objective.php?fund=edf ↗
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
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 | 43 |
| ⏰ 4H | RANGING | 25 |
| 🕐 1H | BULLISH | 98 |
| ⏱ 15-Min | BEARISH | 130 |
| ⏲ 5-Min | BEARISH | 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.
BULLISH 1 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 2026-10-27 · Asset managers net 923449 (+22072)
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.