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.
JPMorgan Equity Income Fund · JPMorgan Trust II
83 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 41.77% of portfolio weight is in non-compliant holdings, over the 5% threshold.
83 holdings, 79 matched (98% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
2.74% of this portfolio’s income is non-permissible — weighted across holdings, computed over 84% of portfolio weight (69 of 83 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.
44.5% compliant 11.4% questionable 41.8% non-compliant 2.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AMZN Amazon.com, Inc. | QUESTIONABLE | 5.33% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AAPL Apple, Inc. | COMPLIANT | 3.70% | AAOIFI1.8% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MSFT Microsoft Corp. | QUESTIONABLE | 3.00% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| JNJ Johnson & Johnson | COMPLIANT | 2.47% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 2.30% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| MS Morgan Stanley | NON_COMPLIANT | 2.19% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 2.12% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| C Citigroup, Inc. | NON_COMPLIANT | 2.10% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| BAC Bank of America Corp. | NON_COMPLIANT | 2.06% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| ETN Eaton Corp. plc | COMPLIANT | 1.97% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| UNH UnitedHealth Group, Inc. | NON_COMPLIANT | 1.82% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| BNY Bank of New York Mellon Corp. (The) | NON_COMPLIANT | 1.80% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| GD General Dynamics Corp. | NON_COMPLIANT | 1.76% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| COP ConocoPhillips | COMPLIANT | 1.75% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| MRK Merck & Co., Inc. | COMPLIANT | 1.64% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| UNP Union Pacific Corp. | COMPLIANT | 1.62% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| RTX RTX Corp. | NON_COMPLIANT | 1.62% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| DE Deere & Co. | NON_COMPLIANT | 1.60% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| CVX Chevron Corp. | COMPLIANT | 1.60% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| ADI Analog Devices, Inc. | COMPLIANT | 1.58% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| ABBV AbbVie, Inc. | COMPLIANT | 1.50% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| APD Air Products and Chemicals, Inc. | COMPLIANT | 1.43% | AAOIFI0.9% Usmani1.5% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.3% |
| DOV Dover Corp. | COMPLIANT | 1.43% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| AXP American Express Co. | NON_COMPLIANT | 1.38% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 1.37% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| MCD McDonald's Corp. | NON_COMPLIANT | 1.36% | AAOIFI29.7% Usmani91.1% Dow Jones Islamic26.3% S&P Shariah27.2% MSCI Islamic91.1% MSCI Islamic M-Series27.2% FTSE Shariah66.5% |
| LOW Lowe's Cos., Inc. | NON_COMPLIANT | 1.35% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| META Meta Platforms, Inc. | QUESTIONABLE | 1.35% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| IBM International Business Machines Corp. | COMPLIANT | 1.33% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| HD Home Depot, Inc. (The) | COMPLIANT | 1.33% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| CARR Carrier Global Corp. | COMPLIANT | 1.30% | AAOIFI24.6% Usmani32.2% Dow Jones Islamic21.6% S&P Shariah22.4% MSCI Islamic32.2% MSCI Islamic M-Series22.4% FTSE Shariah30.7% |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 1.25% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| MMM 3M Co. | COMPLIANT | 1.24% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| XEL Xcel Energy, Inc. | NON_COMPLIANT | 1.23% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| NEE NextEra Energy, Inc. | NON_COMPLIANT | 1.22% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| DIS Walt Disney Co. (The) | NON_COMPLIANT | 1.20% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| D Dominion Energy, Inc. | NON_COMPLIANT | 1.16% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| EOG EOG Resources, Inc. | COMPLIANT | 1.14% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| KO Coca-Cola Co. (The) | COMPLIANT | 1.13% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| CVS CVS Health Corp. | NON_COMPLIANT | 1.13% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| DHR Danaher Corp. | COMPLIANT | 1.11% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| VTR Ventas, Inc. | COMPLIANT | 1.11% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| COF Capital One Financial Corp. | NON_COMPLIANT | 1.08% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| TXN Texas Instruments, Inc. | COMPLIANT | 1.06% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| TJX TJX Cos., Inc. (The) | COMPLIANT | 1.05% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| WMT Walmart, Inc. | QUESTIONABLE | 1.01% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| HPE Hewlett Packard Enterprise Co. | NON_COMPLIANT | 0.99% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| MDLZ Mondelez International, Inc. | COMPLIANT | 0.96% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| ABT Abbott Laboratories | COMPLIANT | 0.95% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| US Bancorp | UNSCREENED | 0.93% | no in-house ratios for this holding |
| GLW Corning, Inc. | COMPLIANT | 0.86% | AAOIFI7.0% Usmani32.5% Dow Jones Islamic12.8% S&P Shariah16.4% MSCI Islamic31.8% MSCI Islamic M-Series16.4% FTSE Shariah28.7% |
| CP Canadian Pacific Kansas City Ltd. | COMPLIANT | 0.86% | AAOIFI21.9% Usmani28.2% Dow Jones Islamic24.5% S&P Shariah24.4% MSCI Islamic28.2% MSCI Islamic M-Series24.4% FTSE Shariah28.2% |
| SHW Sherwin-Williams Co. (The) | COMPLIANT | 0.85% | AAOIFI18.0% Usmani52.7% Dow Jones Islamic16.6% S&P Shariah17.3% MSCI Islamic52.7% MSCI Islamic M-Series17.3% FTSE Shariah44.8% |
| PG Procter & Gamble Co. (The) | COMPLIANT | 0.84% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| PLD Prologis, Inc. | COMPLIANT | 0.80% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| CMS CMS Energy Corp. | NON_COMPLIANT | 0.76% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| TRV Travelers Cos., Inc. (The) | NON_COMPLIANT | 0.76% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| GOOG Alphabet, Inc. | QUESTIONABLE | 0.76% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| HUM Humana, Inc. | NON_COMPLIANT | 0.74% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| CME CME Group, Inc. | NON_COMPLIANT | 0.74% | AAOIFI0.4% Usmani0.2% Dow Jones Islamic2.3% S&P Shariah2.6% MSCI Islamic0.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| NXPI NXP Semiconductors NV | COMPLIANT | 0.74% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| Yum! Brands, Inc. | UNSCREENED | 0.72% | no in-house ratios for this holding |
| PKG Packaging Corp. of America | COMPLIANT | 0.72% | AAOIFI20.8% Usmani40.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic39.9% MSCI Islamic M-Series0.2% FTSE Shariah36.0% |
| VZ Verizon Communications, Inc. | NON_COMPLIANT | 0.66% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| CI Cigna Group (The) | NON_COMPLIANT | 0.62% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| LLY Eli Lilly & Co. | COMPLIANT | 0.61% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| JPMorgan Prime Money Market Fund | UNSCREENED | 0.60% | no in-house ratios for this holding |
| CB Chubb Ltd. | NON_COMPLIANT | 0.59% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| RSG Republic Services, Inc. | COMPLIANT | 0.58% | AAOIFI21.1% Usmani40.7% Dow Jones Islamic21.0% S&P Shariah22.6% MSCI Islamic40.7% MSCI Islamic M-Series22.6% FTSE Shariah40.0% |
| LRCX Lam Research Corp. | COMPLIANT | 0.56% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| DGX Quest Diagnostics, Inc. | COMPLIANT | 0.56% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| BMY Bristol-Myers Squibb Co. | NON_COMPLIANT | 0.53% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AJG Arthur J Gallagher & Co. | NON_COMPLIANT | 0.52% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| BX Blackstone, Inc. | NON_COMPLIANT | 0.51% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| ARES Ares Management Corp. | NON_COMPLIANT | 0.51% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BKNG Booking Holdings, Inc. | COMPLIANT | 0.47% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NVDA NVIDIA Corp. | COMPLIANT | 0.46% | AAOIFI0.7% Usmani12.1% Dow Jones Islamic1.0% S&P Shariah1.2% MSCI Islamic12.1% MSCI Islamic M-Series1.2% FTSE Shariah10.4% |
| AON Aon plc | NON_COMPLIANT | 0.45% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| TSM Taiwan Semiconductor Manufacturing Co. Ltd. | COMPLIANT | 0.43% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| STX Seagate Technology Holdings plc | COMPLIANT | 0.40% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| WELL Welltower, Inc. | COMPLIANT | 0.33% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| AMT American Tower Corp. | NON_COMPLIANT | 0.29% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JPMorgan Securities Lending Money Market Fund | UNSCREENED | 0.04% | no in-house ratios for this holding |
The published standards disagree about this fund by 24 points of portfolio weight — 66.1% of it passes AAOIFI, 42.2% 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 66.1% ratios fail on 28.4% 5.5% not rated under AAOIFI
ratios pass on 42.7% ratios fail on 41.1% 16.2% not rated under Usmani
ratios pass on 65.3% ratios fail on 29.1% 5.5% not rated under Dow Jones Islamic
ratios pass on 64.8% ratios fail on 29.7% 5.5% not rated under S&P Shariah
ratios pass on 42.2% ratios fail on 41.7% 16.1% not rated under MSCI Islamic
ratios pass on 64.8% ratios fail on 29.7% 5.5% not rated under MSCI Islamic M-Series
ratios pass on 45.1% ratios fail on 39.5% 15.4% not rated under FTSE Shariah
79 of 83 listed holdings carry our own per-methodology verdicts (98% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 75 (95% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| PM Philip Morris International, Inc. | 2.30% |
| MS Morgan Stanley | 2.19% |
| WFC Wells Fargo & Co. | 2.12% |
| C Citigroup, Inc. | 2.10% |
| BAC Bank of America Corp. | 2.06% |
| UNH UnitedHealth Group, Inc. | 1.82% |
| BNY Bank of New York Mellon Corp. (The) | 1.80% |
| GD General Dynamics Corp. | 1.76% |
| RTX RTX Corp. | 1.62% |
| DE Deere & Co. | 1.60% |
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.
HLIEX (HLIEX) 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 HLIEX — 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) | 41.30 | NEUTRAL |
| Stochastic %K (14) | 20.45 | NEUTRAL |
| CCI (20) | -132.67 | BUY |
| Williams %R (14) | -79.55 | NEUTRAL |
| MACD (12,26,9) | -0.09 | SELL |
| ROC (10) | -1.62 | SELL |
| Momentum (10) | -0.47 | SELL |
| EMA (10) | 28.66 | SELL |
| SMA (10) | 28.72 | SELL |
| EMA (20) | 28.78 | SELL |
| SMA (20) | 28.89 | SELL |
| EMA (30) | 28.78 | SELL |
| SMA (30) | 29.00 | SELL |
| EMA (50) | 28.60 | SELL |
| SMA (50) | 28.77 | SELL |
| EMA (100) | 27.94 | BUY |
| SMA (100) | 27.90 | BUY |
| EMA (200) | 26.70 | BUY |
| SMA (200) | 26.59 | BUY |
Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.
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 2026-09-15 · Asset managers net 904684 (-7677)
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.