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.
Franklin Small-Mid Cap Growth Fund · Franklin Strategic Series
89 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.
NON-COMPLIANT 30.90% of portfolio weight is in non-compliant holdings, over the 5% threshold.
89 holdings, 64 matched (89% of weight). Portfolio as of 2026-04-30, filed 2026-06-24. Source: SEC Form N-PORT.
1.22% of this portfolio’s income is non-permissible — weighted across holdings, computed over 82% of portfolio weight (58 of 89 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.
56.4% compliant 1.8% questionable 30.9% non-compliant 10.7% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| VRT Vertiv Holdings Co. | COMPLIANT | 5.00% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| HWM Howmet Aerospace, Inc. | NON_COMPLIANT | 3.79% | AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0% |
| MPWR Monolithic Power Systems, Inc. | COMPLIANT | 3.40% | AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FIX Comfort Systems USA, Inc. | COMPLIANT | 3.21% | AAOIFI0.6% Usmani4.4% Dow Jones Islamic1.2% S&P Shariah1.5% MSCI Islamic4.4% MSCI Islamic M-Series1.5% FTSE Shariah0.6% |
| RCL Royal Caribbean Cruises Ltd. | NON_COMPLIANT | 3.07% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| TRGP Targa Resources Corp. | NON_COMPLIANT | 2.64% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| HLT Hilton Worldwide Holdings, Inc. | NON_COMPLIANT | 2.45% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| CVNA Carvana Co. | COMPLIANT | 2.24% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| NET Cloudflare, Inc. | NON_COMPLIANT | 2.15% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| VST Vistra Corp. | NON_COMPLIANT | 2.12% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| RBLX ROBLOX Corp. | COMPLIANT | 2.09% | AAOIFI5.7% Usmani18.8% Dow Jones Islamic3.5% S&P Shariah4.2% MSCI Islamic18.8% MSCI Islamic M-Series4.2% FTSE Shariah10.4% |
| COR Cencora, Inc. | COMPLIANT | 2.01% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| AXON Axon Enterprise, Inc. | COMPLIANT | 1.96% | AAOIFI4.4% Usmani24.5% Dow Jones Islamic4.0% S&P Shariah4.9% MSCI Islamic24.5% MSCI Islamic M-Series4.9% FTSE Shariah23.1% |
| DDOG Datadog, Inc. | NON_COMPLIANT | 1.94% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| NTRA Natera, Inc. | COMPLIANT | 1.89% | AAOIFI0.5% Usmani9.0% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic9.0% MSCI Islamic M-Series1.2% FTSE Shariah3.0% |
| Franklin Institutional U.S. Government Money Market Fund | UNSCREENED | 1.85% | no in-house ratios for this holding |
| MSCI MSCI, Inc. | COMPLIANT | 1.83% | AAOIFI15.7% Usmani116.8% Dow Jones Islamic15.3% S&P Shariah15.6% MSCI Islamic116.8% MSCI Islamic M-Series15.6% FTSE Shariah113.9% |
| AME AMETEK, Inc. | COMPLIANT | 1.77% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| DXCM Dexcom, Inc. | COMPLIANT | 1.74% | AAOIFI4.1% Usmani21.7% Dow Jones Islamic4.7% S&P Shariah4.0% MSCI Islamic20.9% MSCI Islamic M-Series4.0% FTSE Shariah19.3% |
| BURL Burlington Stores, Inc. | COMPLIANT | 1.62% | AAOIFI35.4% Usmani59.0% Dow Jones Islamic33.2% S&P Shariah36.9% MSCI Islamic58.8% MSCI Islamic M-Series36.9% FTSE Shariah19.1% |
| AZO AutoZone, Inc. | COMPLIANT | 1.61% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AAON AAON, Inc. | COMPLIANT | 1.58% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| MAR Marriott International, Inc. | NON_COMPLIANT | 1.55% | AAOIFI1.6% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| BWX Technologies, Inc. | UNSCREENED | 1.53% | no in-house ratios for this holding |
| VRSK Verisk Analytics, Inc. | QUESTIONABLE | 1.52% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| LSCC Lattice Semiconductor Corp. | COMPLIANT | 1.51% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| URI United Rentals, Inc. | COMPLIANT | 1.48% | AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3% |
| ODFL Old Dominion Freight Line, Inc. | COMPLIANT | 1.47% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.3% |
| CASY Casey's General Stores, Inc. | NON_COMPLIANT | 1.41% | AAOIFI13.4% Usmani31.8% Dow Jones Islamic13.9% S&P Shariah16.3% MSCI Islamic31.8% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| ALNY Alnylam Pharmaceuticals, Inc. | COMPLIANT | 1.39% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TSCO Tractor Supply Co. | NON_COMPLIANT | 1.37% | AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7% |
| ARES Ares Management Corp. | NON_COMPLIANT | 1.37% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LPLA LPL Financial Holdings, Inc. | NON_COMPLIANT | 1.32% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| NYT New York Times Co. (The) | COMPLIANT | 1.31% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DASH DoorDash, Inc. | COMPLIANT | 1.28% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| TXRH Texas Roadhouse, Inc. | COMPLIANT | 1.27% | AAOIFI8.7% Usmani29.6% Dow Jones Islamic9.3% S&P Shariah10.1% MSCI Islamic29.6% MSCI Islamic M-Series10.1% FTSE Shariah1.4% |
| Databricks, Inc. | UNSCREENED | 1.23% | no in-house ratios for this holding |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 1.22% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| Cava Group, Inc. | UNSCREENED | 1.22% | no in-house ratios for this holding |
| IDXX IDEXX Laboratories, Inc. | COMPLIANT | 1.20% | AAOIFI1.4% Usmani16.8% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic16.8% MSCI Islamic M-Series1.3% FTSE Shariah13.1% |
| AIP Arteris, Inc. | COMPLIANT | 1.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NDAQ Nasdaq, Inc. | NON_COMPLIANT | 1.15% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| Fanatics Holdings, Inc. | UNSCREENED | 1.12% | no in-house ratios for this holding |
| P Everpure, Inc. | COMPLIANT | 1.02% | AAOIFI0.7% Usmani4.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic4.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| RGEN Repligen Corp. | COMPLIANT | 0.99% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| FICO Fair Isaac Corp. | COMPLIANT | 0.98% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| TYL Tyler Technologies, Inc. | COMPLIANT | 0.95% | AAOIFI9.8% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.2% MSCI Islamic25.0% MSCI Islamic M-Series7.2% FTSE Shariah24.2% |
| TW Tradeweb Markets, Inc. | COMPLIANT | 0.95% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Guidewire Software, Inc. | UNSCREENED | 0.93% | no in-house ratios for this holding |
| XYL Xylem, Inc. | COMPLIANT | 0.92% | AAOIFI12.0% Usmani17.6% Dow Jones Islamic10.0% S&P Shariah10.3% MSCI Islamic17.6% MSCI Islamic M-Series10.3% FTSE Shariah16.9% |
| Insmed, Inc. | UNSCREENED | 0.91% | no in-house ratios for this holding |
| PCOR Procore Technologies, Inc. | COMPLIANT | 0.89% | AAOIFI0.8% Usmani3.0% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic3.0% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| NVR NVR, Inc. | COMPLIANT | 0.84% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CRDO Credo Technology Group Holding Ltd. | COMPLIANT | 0.82% | AAOIFI0.1% Usmani0.9% Dow Jones Islamic0.1% S&P Shariah0.2% MSCI Islamic0.9% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| Anduril Industries, Inc. | UNSCREENED | 0.81% | no in-house ratios for this holding |
| WING Wingstop, Inc. | NON_COMPLIANT | 0.78% | AAOIFI41.6% Usmani193.4% Dow Jones Islamic17.4% S&P Shariah16.3% MSCI Islamic193.4% MSCI Islamic M-Series16.3% FTSE Shariah184.0% |
| PAY Paymentus Holdings, Inc. | COMPLIANT | 0.76% | AAOIFI0.2% Usmani1.2% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic1.2% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| VEEV Veeva Systems, Inc. | NON_COMPLIANT | 0.74% | AAOIFI0.4% Usmani1.7% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic1.7% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| LNG Cheniere Energy, Inc. | NON_COMPLIANT | 0.69% | AAOIFI44.4% Usmani55.8% Dow Jones Islamic54.4% S&P Shariah58.8% MSCI Islamic55.8% MSCI Islamic M-Series58.8% FTSE Shariah50.6% |
| JLL Jones Lang LaSalle, Inc. | COMPLIANT | 0.56% | AAOIFI15.5% Usmani14.4% Dow Jones Islamic18.5% S&P Shariah20.9% MSCI Islamic14.4% MSCI Islamic M-Series20.9% FTSE Shariah9.4% |
| FAST Fastenal Co. | COMPLIANT | 0.53% | AAOIFI0.8% Usmani8.3% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic8.3% MSCI Islamic M-Series1.0% FTSE Shariah2.3% |
| ONTO Onto Innovation, Inc. | COMPLIANT | 0.48% | AAOIFI11.2% Usmani39.8% Dow Jones Islamic16.3% S&P Shariah16.7% MSCI Islamic39.8% MSCI Islamic M-Series16.7% FTSE Shariah39.8% |
| ASND Ascendis Pharma A/S | COMPLIANT | 0.47% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HOOD Robinhood Markets, Inc. | NON_COMPLIANT | 0.45% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic0.4% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| MANH Manhattan Associates, Inc. | COMPLIANT | 0.40% | AAOIFI0.4% Usmani7.7% Dow Jones Islamic0.5% S&P Shariah0.4% MSCI Islamic7.7% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| CG oncology, Inc. | UNSCREENED | 0.38% | no in-house ratios for this holding |
| ELS Equity LifeStyle Properties, Inc. | COMPLIANT | 0.35% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| IONS Ionis Pharmaceuticals, Inc. | NON_COMPLIANT | 0.35% | AAOIFI21.0% Usmani67.5% Dow Jones Islamic23.0% S&P Shariah25.1% MSCI Islamic67.5% MSCI Islamic M-Series25.1% FTSE Shariah58.8% |
| PFGC Performance Food Group Co. | NON_COMPLIANT | 0.35% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| PINS Pinterest, Inc. | QUESTIONABLE | 0.24% | AAOIFI1.9% Usmani4.5% Dow Jones Islamic1.4% S&P Shariah1.3% MSCI Islamic4.5% MSCI Islamic M-Series1.3% FTSE Shariah0.0% |
| ARXS Arxis, Inc. | COMPLIANT | 0.22% | AAOIFI7.8% Usmani25.5% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic25.5% MSCI Islamic M-Seriespass FTSE Shariah24.5% |
| Newsela, Inc. | UNSCREENED | 0.21% | no in-house ratios for this holding |
| 4165.T Plaid, Inc. | COMPLIANT | 0.21% | AAOIFI6.9% Usmani18.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic18.9% MSCI Islamic M-Seriespass FTSE Shariah18.9% |
| OneTrust LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Phononic Devices, Inc. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Phononic Devices, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Benchling, Inc. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Phononic, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Phononic, Inc. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Phononic, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Phononic, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Phononic, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Phononic, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Phononic, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| EURO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Blaize Events & Media, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Blaize Events & Media, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Blaize Events & Media, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BZAI Blaize Holdings, Inc. | COMPLIANT | 0.00% | AAOIFI198.6% Usmani188.5% Dow Jones Islamic68.2% S&P Shariah74.4% MSCI Islamic188.5% MSCI Islamic M-Series74.4% FTSE Shariah186.9% |
The published standards disagree about this fund by 39 points of portfolio weight — 61.0% of it passes Dow Jones Islamic, 22.3% 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 57.8% ratios fail on 20.8% 21.2% not rated under AAOIFI
ratios pass on 35.6% ratios fail on 40.3% 23.8% not rated under Usmani
ratios pass on 61.0% ratios fail on 17.6% 21.2% not rated under Dow Jones Islamic
ratios pass on 56.5% ratios fail on 22.2% 21.2% not rated under S&P Shariah
ratios pass on 22.3% ratios fail on 55.3% 22.2% not rated under MSCI Islamic
ratios pass on 56.5% ratios fail on 22.2% 21.2% not rated under MSCI Islamic M-Series
ratios pass on 40.3% ratios fail on 36.3% 23.2% not rated under FTSE Shariah
64 of 89 listed holdings carry our own per-methodology verdicts (89% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 58 (81% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| HWM Howmet Aerospace, Inc. | 3.79% |
| RCL Royal Caribbean Cruises Ltd. | 3.07% |
| TRGP Targa Resources Corp. | 2.64% |
| HLT Hilton Worldwide Holdings, Inc. | 2.45% |
| NET Cloudflare, Inc. | 2.15% |
| VST Vistra Corp. | 2.12% |
| DDOG Datadog, Inc. | 1.94% |
| MAR Marriott International, Inc. | 1.55% |
| CASY Casey's General Stores, Inc. | 1.41% |
| TSCO Tractor Supply Co. | 1.37% |
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.
FMGGX (FMGGX) 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 FMGGX — 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) | 40.70 | NEUTRAL |
| Stochastic %K (14) | 28.51 | NEUTRAL |
| CCI (20) | -72.17 | NEUTRAL |
| Williams %R (14) | -71.49 | NEUTRAL |
| MACD (12,26,9) | -0.15 | SELL |
| ROC (10) | -0.50 | SELL |
| Momentum (10) | -0.24 | SELL |
| EMA (10) | 48.31 | SELL |
| SMA (10) | 48.33 | SELL |
| EMA (20) | 48.91 | SELL |
| SMA (20) | 49.11 | SELL |
| EMA (30) | 49.24 | SELL |
| SMA (30) | 49.92 | SELL |
| EMA (50) | 49.43 | SELL |
| SMA (50) | 49.82 | SELL |
| EMA (100) | 49.15 | SELL |
| SMA (100) | 49.35 | SELL |
| EMA (200) | 48.41 | SELL |
| SMA (200) | 48.07 | BUY |
The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.
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.