Verdicts genuinely change. Free email alert the moment HCHYX'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.
The Corporate Opportunities Portfolio · HC Capital Trust
26 holdings
UNVERIFIED None of this fund's 26 holdings are companies in our screened equity universe. Our look-through screens equities, so it does not apply to a fund holding bonds, sukuk or other instruments — this is not a gap in our data about the fund.
Largest holdings: SS INST TREAS PLUS MM FUN, Invesco S&P 500 Low Volatility ETF, CDX NORTH AMERICA HIGH YIELD INDEX, State Street Institutional Investment Trust: State Street Institutional Treasury Plus Money Market Fund; Trust, ICG ENTERPRISE TRUST PLC.
26 holdings, 12 matched (10% of weight). Portfolio as of 2026-06-30, filed 2026-08-25. Source: SEC Form N-PORT.
5.31% of this portfolio’s income is non-permissible — weighted across holdings, computed over 9% of portfolio weight (10 of 26 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 |
|---|---|---|---|
| SS INST TREAS PLUS MM FUN | UNSCREENED | 68.52% | no in-house ratios for this holding |
| Invesco S&P 500 Low Volatility ETF | UNSCREENED | 14.08% | no in-house ratios for this holding |
| CDX NORTH AMERICA HIGH YIELD INDEX | UNSCREENED | 2.91% | no in-house ratios for this holding |
| HVPE.L HARBOURVEST GLOBAL PRIVATE EQUITY LIMITED | COMPLIANT | 2.90% | AAOIFI18.2% Usmani11.7% Dow Jones Islamic— S&P Shariah— MSCI Islamic11.7% MSCI Islamic M-Series— FTSE Shariah11.7% |
| PIN.L PANTHEON INTERNATIONAL PLC | COMPLIANT | 2.71% | AAOIFI15.9% Usmani10.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic10.0% MSCI Islamic M-Series— FTSE Shariah10.0% |
| State Street Institutional Investment Trust: State Street Institutional Treasury Plus Money Market Fund; Trust | UNSCREENED | 1.71% | no in-house ratios for this holding |
| NBPE.L Neuberger Private Equity Partners Limited | COMPLIANT | 1.61% | AAOIFI11.6% Usmani6.9% Dow Jones Islamic— S&P Shariah— MSCI Islamic6.9% MSCI Islamic M-Series— FTSE Shariah6.9% |
| ICG ENTERPRISE TRUST PLC | UNSCREENED | 1.59% | no in-house ratios for this holding |
| OCI.L OAKLEY CAPITAL INVESTMENTS LIMITED | NON_COMPLIANT | 0.94% | AAOIFI25.1% Usmani15.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic15.5% MSCI Islamic M-Seriesfail FTSE Shariah15.5% |
| Federated Hermes Treasury Obligations Fund | UNSCREENED | 0.57% | no in-house ratios for this holding |
| HGT.L HGCAPITAL TRUST PLC | NON_COMPLIANT | 0.46% | AAOIFI1.9% Usmani1.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic1.4% MSCI Islamic M-Seriesfail FTSE Shariah1.4% |
| Partners Group Private Equity Limited | UNSCREENED | 0.39% | no in-house ratios for this holding |
| S P 500 EMINI FUTURE SEP26 | UNSCREENED | 0.39% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| GROW.L MOLTEN VENTURES PLC | COMPLIANT | 0.25% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CHRY.L Chrysalis Investments Ltd | NON_COMPLIANT | 0.24% | AAOIFI20.4% Usmani7.5% Dow Jones Islamic— S&P Shariah— MSCI Islamic7.5% MSCI Islamic M-Series— FTSE Shariah7.5% |
| 3IN.L 3I INFRASTRUCTURE PLC | NON_COMPLIANT | 0.12% | AAOIFI14.6% Usmani12.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic12.4% MSCI Islamic M-Seriesfail FTSE Shariah12.4% |
| STATE STREET INSTITUTIONAL U S GOVT MMKT | UNSCREENED | 0.08% | no in-house ratios for this holding |
| THE CARLYLE GROUP INC. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BX BLACKSTONE INC. | NON_COMPLIANT | 0.07% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| LITERACY CAPITAL PLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| KKR KKR & CO. INC. | NON_COMPLIANT | 0.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Seraphim Space Investment Trust PLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| CT PRIVATE EQUITY TRUST PLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.03% | no in-house ratios for this holding |
| EURO | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 7 points of portfolio weight — 7.5% of it passes AAOIFI, 0.2% passes Usmani. 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 7.5% ratios fail on 1.8% 90.9% not rated under AAOIFI
ratios pass on 0.2% ratios fail on 1.6% 98.4% not rated under Usmani
ratios pass on 0.3% ratios fail on 1.6% 98.3% not rated under Dow Jones Islamic
ratios pass on 0.3% ratios fail on 1.6% 98.3% not rated under S&P Shariah
ratios pass on 0.3% ratios fail on 1.6% 98.3% not rated under MSCI Islamic
ratios pass on 0.3% ratios fail on 1.6% 98.3% not rated under MSCI Islamic M-Series
ratios pass on 0.3% ratios fail on 1.6% 98.3% not rated under FTSE Shariah
10 of 26 listed holdings carry our own per-methodology verdicts (9% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 9 (9% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| SS INST TREAS PLUS MM FUNnot matched to a ticker | 68.52% | Not screened |
| Invesco S&P 500 Low Volatility ETFnot matched to a ticker | 14.08% | Not screened |
| CDX NORTH AMERICA HIGH YIELD INDEXnot matched to a ticker · short | 2.91% | Not screened |
| HVPE.LHARBOURVEST GLOBAL PRIVATE EQUITY LIMITED | 2.90% | Compliant |
| PIN.LPANTHEON INTERNATIONAL PLC | 2.71% | Compliant |
| State Street Institutional Investment Trust: State Street Institutional Treasury Plus Money Market Fund; Trustnot matched to a ticker | 1.71% | Not screened |
| NBPE.LNeuberger Private Equity Partners Limited | 1.61% | Compliant |
| ICG ENTERPRISE TRUST PLCnot matched to a ticker | 1.59% | Not screened |
| OCI.LOAKLEY CAPITAL INVESTMENTS LIMITED | 0.94% | Non-compliant |
| Federated Hermes Treasury Obligations Fundnot matched to a ticker | 0.57% | Not screened |
Top 10 of 26 holdings, 97.5% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for HCHYX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 6 days - this is not a reading of today
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) | 60.90 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 180.85 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 1.61 | BUY |
| Momentum (10) | 0.12 | BUY |
| EMA (10) | 7.52 | BUY |
| SMA (10) | 7.50 | BUY |
| EMA (20) | 7.51 | BUY |
| SMA (20) | 7.49 | BUY |
| EMA (30) | 7.53 | BUY |
| SMA (30) | 7.51 | BUY |
| EMA (50) | 7.56 | BUY |
| SMA (50) | 7.59 | SELL |
| EMA (100) | 7.59 | SELL |
| SMA (100) | 7.62 | SELL |
| EMA (200) | 7.60 | SELL |
| SMA (200) | 7.60 | SELL |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
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.
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.