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.
Harbor Ares Systematic Convertible Securities Fund · HARBOR FUNDS
146 holdings · as of 2026-04-30 (4.7 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 39.59% of portfolio weight is in non-compliant holdings, over the 5% threshold.
146 holdings, 101 matched (74% of weight). Portfolio as of 2026-04-30, filed 2026-06-26. Source: SEC Form N-PORT.
2.12% of this portfolio’s income is non-permissible — weighted across holdings, computed over 62% of portfolio weight (89 of 146 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.
32.8% compliant 0.0% questionable 39.6% non-compliant 25.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | COMPLIANT | 2.74% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| LITE LUMENTUM HOLDINGS INC | COMPLIANT | 2.34% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| BA BOEING CO/THE | NON_COMPLIANT | 2.26% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| BE BLOOM ENERGY CORP | COMPLIANT | 1.66% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LITE LUMENTUM HOLDINGS INC | COMPLIANT | 1.64% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 1.56% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 1.55% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| ORCL ORACLE CORP | COMPLIANT | 1.47% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| WULF TERAWULF INC | NON_COMPLIANT | 1.39% | AAOIFI35.4% Usmani38.9% Dow Jones Islamic65.9% S&P Shariah91.8% MSCI Islamic38.9% MSCI Islamic M-Series91.8% FTSE Shariah38.6% |
| AKAM AKAMAI TECHNOLOGIES INC | NON_COMPLIANT | 1.33% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AKAM AKAMAI TECHNOLOGIES INC | NON_COMPLIANT | 1.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BWX TECHNOLOGIES INC | UNSCREENED | 1.29% | no in-house ratios for this holding |
| ALB ALBEMARLE CORP | COMPLIANT | 1.27% | AAOIFI13.1% Usmani13.2% Dow Jones Islamic15.4% S&P Shariah15.0% MSCI Islamic12.6% MSCI Islamic M-Series15.0% FTSE Shariah11.8% |
| AVT AVNET INC | NON_COMPLIANT | 1.25% | AAOIFI46.0% Usmani22.5% Dow Jones Islamic70.8% S&P Shariah74.3% MSCI Islamic22.5% MSCI Islamic M-Series74.3% FTSE Shariah20.8% |
| MSTR STRATEGY INC | COMPLIANT | 1.24% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| RIVIAN AUTO INC | UNSCREENED | 1.24% | no in-house ratios for this holding |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 1.20% | AAOIFI86.2% Usmani47.1% Dow Jones Islamic94.4% S&P Shariah104.6% MSCI Islamic47.1% MSCI Islamic M-Series104.6% FTSE Shariah47.0% |
| BAC Bank of America Corp | NON_COMPLIANT | 1.19% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BBIO BRIDGEBIO PHARMA INC | COMPLIANT | 1.19% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MCHP MICROCHIP TECHNOLOGY INC | COMPLIANT | 1.10% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| NET CLOUDFLARE INC | NON_COMPLIANT | 1.10% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| WELLTOWER OP LLC | UNSCREENED | 1.09% | no in-house ratios for this holding |
| SIRI SIRIUS XM HOLDINGS | NON_COMPLIANT | 1.05% | AAOIFI96.8% Usmani34.8% Dow Jones Islamic120.6% S&P Shariah95.9% MSCI Islamic34.8% MSCI Islamic M-Series95.9% FTSE Shariah34.8% |
| SMCI SUPER MICRO COMPUTER INC | NON_COMPLIANT | 1.04% | AAOIFI17.4% Usmani15.3% Dow Jones Islamic20.6% S&P Shariah17.5% MSCI Islamic15.3% MSCI Islamic M-Series17.5% FTSE Shariah13.5% |
| O REALTY INCOME CORP | NON_COMPLIANT | 1.00% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| CIPHER DIGITAL INC | UNSCREENED | 0.99% | no in-house ratios for this holding |
| GH GUARDANT HEALTH INC | COMPLIANT | 0.98% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| AST SPACEMOBILE INC | UNSCREENED | 0.97% | no in-house ratios for this holding |
| SEAGATE HDD CAYMAN | UNSCREENED | 0.97% | no in-house ratios for this holding |
| SPHR SPHERE ENTERTAINMENT CO | COMPLIANT | 0.97% | AAOIFI17.9% Usmani22.6% Dow Jones Islamic33.8% S&P Shariah40.3% MSCI Islamic22.6% MSCI Islamic M-Series40.3% FTSE Shariah19.3% |
| EXC EXELON CORP | NON_COMPLIANT | 0.97% | AAOIFI109.9% Usmani42.1% Dow Jones Islamic115.7% S&P Shariah124.5% MSCI Islamic42.1% MSCI Islamic M-Series124.5% FTSE Shariah42.1% |
| LIGAND PHARMACEUTICALS I | UNSCREENED | 0.96% | no in-house ratios for this holding |
| NVST ENVISTA HOLDINGS CORP | NON_COMPLIANT | 0.95% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| MKSI MKS INC | COMPLIANT | 0.94% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| VIAV VIAVI SOLUTIONS INC | COMPLIANT | 0.93% | AAOIFI11.3% Usmani41.5% Dow Jones Islamic24.0% S&P Shariah29.9% MSCI Islamic41.5% MSCI Islamic M-Series29.9% FTSE Shariah40.0% |
| COIN COINBASE GLOBAL INC | NON_COMPLIANT | 0.93% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
| IDCC INTERDIGITAL INC | COMPLIANT | 0.92% | AAOIFI4.6% Usmani18.3% Dow Jones Islamic6.0% S&P Shariah7.5% MSCI Islamic18.3% MSCI Islamic M-Series7.5% FTSE Shariah17.8% |
| ETSY INC | UNSCREENED | 0.90% | no in-house ratios for this holding |
| ALRM ALARM.COM HLDGS INC | COMPLIANT | 0.90% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WK WORKIVA INC | NON_COMPLIANT | 0.89% | AAOIFI0.3% Usmani1.8% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.8% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| APPLIED DIGITAL CORP | UNSCREENED | 0.88% | no in-house ratios for this holding |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 0.87% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| DRAFTKINGS HOLDINGS INC | UNSCREENED | 0.87% | no in-house ratios for this holding |
| EL PASO ENERGY CAP TRST | UNSCREENED | 0.87% | no in-house ratios for this holding |
| MATCH GROUP FINANCECO 3 | UNSCREENED | 0.87% | no in-house ratios for this holding |
| LBRT LIBERTY ENERGY INC | NON_COMPLIANT | 0.86% | AAOIFI40.1% Usmani35.9% Dow Jones Islamic44.1% S&P Shariah43.7% MSCI Islamic30.1% MSCI Islamic M-Series43.7% FTSE Shariah28.8% |
| WISDOMTREE INC | UNSCREENED | 0.84% | no in-house ratios for this holding |
| SNOW SNOWFLAKE INC | COMPLIANT | 0.82% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| INDV INDIVIOR PHARMACEUTICALS | COMPLIANT | 0.81% | AAOIFI12.3% Usmani41.3% Dow Jones Islamic17.8% S&P Shariah18.8% MSCI Islamic41.3% MSCI Islamic M-Series18.8% FTSE Shariah39.5% |
| OSCR OSCAR HEALTH INC | NON_COMPLIANT | 0.80% | AAOIFI4.3% Usmani3.8% Dow Jones Islamic8.0% S&P Shariah8.8% MSCI Islamic3.8% MSCI Islamic M-Series8.8% FTSE Shariah3.8% |
| GME GAMESTOP CORP | NON_COMPLIANT | 0.78% | AAOIFI1.6% Usmani1.6% Dow Jones Islamic1.6% S&P Shariah1.9% MSCI Islamic1.6% MSCI Islamic M-Series1.9% FTSE Shariah0.1% |
| PL PLANET LABS PBC | COMPLIANT | 0.77% | AAOIFI0.8% Usmani3.5% Dow Jones Islamic1.0% S&P Shariah1.4% MSCI Islamic3.5% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| MP MATERIALS CORP | UNSCREENED | 0.75% | no in-house ratios for this holding |
| GPN GLOBAL PAYMENTS INC | NON_COMPLIANT | 0.75% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| LIVE NATION ENTERTAINMEN | UNSCREENED | 0.74% | no in-house ratios for this holding |
| HP ENTERPRISE CO | UNSCREENED | 0.73% | no in-house ratios for this holding |
| SO SOUTHERN CO | NON_COMPLIANT | 0.73% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| GVA GRANITE CONSTRUCTION INC | COMPLIANT | 0.71% | AAOIFI33.2% Usmani36.3% Dow Jones Islamic37.9% S&P Shariah45.5% MSCI Islamic36.3% MSCI Islamic M-Series45.5% FTSE Shariah32.6% |
| EZPW EZCORP INC | NON_COMPLIANT | 0.71% | AAOIFI39.9% Usmani37.5% Dow Jones Islamic67.7% S&P Shariah81.3% MSCI Islamic37.4% MSCI Islamic M-Series81.3% FTSE Shariah24.0% |
| JAZZ INVESTMENTS I LTD | UNSCREENED | 0.71% | no in-house ratios for this holding |
| JBLU JETBLUE AIRWAYS CORP | NON_COMPLIANT | 0.71% | AAOIFI564.6% Usmani60.2% Dow Jones Islamic510.7% S&P Shariah514.8% MSCI Islamic60.2% MSCI Islamic M-Series514.8% FTSE Shariah54.7% |
| AEIS ADVANCED ENERGY IND | COMPLIANT | 0.68% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| XYZ BLOCK INC | NON_COMPLIANT | 0.67% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| GALAXY DIGITAL HOLDIN LP | UNSCREENED | 0.67% | no in-house ratios for this holding |
| SMCI SUPER MICRO COMPUTER INC | NON_COMPLIANT | 0.67% | AAOIFI17.4% Usmani15.3% Dow Jones Islamic20.6% S&P Shariah17.5% MSCI Islamic15.3% MSCI Islamic M-Series17.5% FTSE Shariah13.5% |
| EVRG EVERGY INC | NON_COMPLIANT | 0.65% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| KKR KKR & CO INC | NON_COMPLIANT | 0.62% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CRWV COREWEAVE INC | NON_COMPLIANT | 0.62% | AAOIFI74.8% Usmani53.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic53.4% MSCI Islamic M-Seriesfail FTSE Shariah32.3% |
| DOCN DIGITALOCEAN HOLDINGS | COMPLIANT | 0.62% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| CELCUITY INC | UNSCREENED | 0.61% | no in-house ratios for this holding |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 0.59% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| UCTT ULTRA CLEAN HOLDINGS INC | COMPLIANT | 0.59% | AAOIFI23.7% Usmani40.5% Dow Jones Islamic38.9% S&P Shariah40.9% MSCI Islamic40.5% MSCI Islamic M-Series40.9% FTSE Shariah31.2% |
| WEC WEC ENERGY GROUP INC | NON_COMPLIANT | 0.58% | AAOIFI57.5% Usmani39.9% Dow Jones Islamic61.9% S&P Shariah68.5% MSCI Islamic39.1% MSCI Islamic M-Series68.5% FTSE Shariah39.1% |
| MSTR STRATEGY INC | COMPLIANT | 0.58% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| VSH VISHAY INTERTECHNOLOGY | COMPLIANT | 0.58% | AAOIFI20.9% Usmani21.3% Dow Jones Islamic39.9% S&P Shariah39.5% MSCI Islamic21.3% MSCI Islamic M-Series39.5% FTSE Shariah18.9% |
| PPL CAPITAL FUNDING INC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| WISDOMTREE INC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| FE FIRSTENERGY CORP | NON_COMPLIANT | 0.52% | AAOIFI101.8% Usmani48.1% Dow Jones Islamic111.3% S&P Shariah119.2% MSCI Islamic48.0% MSCI Islamic M-Series119.2% FTSE Shariah47.5% |
| GME GAMESTOP CORP | NON_COMPLIANT | 0.51% | AAOIFI1.6% Usmani1.6% Dow Jones Islamic1.6% S&P Shariah1.9% MSCI Islamic1.6% MSCI Islamic M-Series1.9% FTSE Shariah0.1% |
| TANGER PROPERTIES LP | UNSCREENED | 0.50% | no in-house ratios for this holding |
| DDOG DATADOG INC | NON_COMPLIANT | 0.48% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| BLACKSTONE MORTGAGE TR | UNSCREENED | 0.48% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.48% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| DOCN DIGITALOCEAN HOLDINGS | COMPLIANT | 0.47% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| HALOZYME THERAPEUTICS IN | UNSCREENED | 0.47% | no in-house ratios for this holding |
| GWRE GUIDEWIRE SOFTWARE INC | COMPLIANT | 0.47% | AAOIFI3.7% Usmani16.9% Dow Jones Islamic2.8% S&P Shariah3.2% MSCI Islamic16.9% MSCI Islamic M-Series3.2% FTSE Shariah15.5% |
| HTGC HERCULES CAPITAL INC | NON_COMPLIANT | 0.47% | AAOIFI70.8% Usmani49.8% Dow Jones Islamic82.8% S&P Shariah90.0% MSCI Islamic49.8% MSCI Islamic M-Series90.0% FTSE Shariah49.8% |
| ENOV ENOVIS CORP | NON_COMPLIANT | 0.47% | AAOIFI122.4% Usmani34.8% Dow Jones Islamic71.7% S&P Shariah60.3% MSCI Islamic34.8% MSCI Islamic M-Series60.3% FTSE Shariah34.1% |
| FSLY FASTLY INC | COMPLIANT | 0.45% | AAOIFI11.6% Usmani26.5% Dow Jones Islamic21.9% S&P Shariah21.9% MSCI Islamic26.5% MSCI Islamic M-Series21.9% FTSE Shariah21.5% |
| SOFI SOFI TECHNOLOGIES INC | NON_COMPLIANT | 0.44% | AAOIFI14.6% Usmani5.5% Dow Jones Islamic15.6% S&P Shariah19.9% MSCI Islamic5.5% MSCI Islamic M-Series19.9% FTSE Shariah5.5% |
| MSTR STRATEGY INC | COMPLIANT | 0.44% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| ENVX ENOVIX CORP | NON_COMPLIANT | 0.43% | AAOIFI72.3% Usmani65.9% Dow Jones Islamic32.0% S&P Shariah30.7% MSCI Islamic65.9% MSCI Islamic M-Series30.7% FTSE Shariah65.2% |
| RBRK RUBRIK INC | COMPLIANT | 0.43% | AAOIFI5.9% Usmani40.4% Dow Jones Islamic8.1% S&P Shariahpass MSCI Islamic40.4% MSCI Islamic M-Seriespass FTSE Shariah39.8% |
| MACOM TECH SOLUTIONS | UNSCREENED | 0.42% | no in-house ratios for this holding |
| COMPASS INCORP | UNSCREENED | 0.42% | no in-house ratios for this holding |
| PCG PG&E CORP | NON_COMPLIANT | 0.42% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| KALVISTA PHARMA INC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| EOS ENERGY ENTERPRISES I | UNSCREENED | 0.39% | no in-house ratios for this holding |
| HAT HOLDINGS I LLC/HAT | UNSCREENED | 0.38% | no in-house ratios for this holding |
| W WAYFAIR INC | COMPLIANT | 0.37% | AAOIFI29.3% Usmani116.8% Dow Jones Islamic38.9% S&P Shariah41.3% MSCI Islamic116.8% MSCI Islamic M-Series41.3% FTSE Shariah93.9% |
| SOLARIS ENERGY INFRASTRU | UNSCREENED | 0.37% | no in-house ratios for this holding |
| ATRO ASTRONICS CORP | COMPLIANT | 0.36% | AAOIFI10.8% Usmani46.4% Dow Jones Islamic23.0% S&P Shariah29.0% MSCI Islamic46.4% MSCI Islamic M-Series29.0% FTSE Shariah40.8% |
| IONIS PHARMACEUTICALS IN | UNSCREENED | 0.35% | no in-house ratios for this holding |
| LCID LUCID GROUP INC | NON_COMPLIANT | 0.35% | AAOIFI192.4% Usmani47.5% Dow Jones Islamic64.1% S&P Shariah54.9% MSCI Islamic46.1% MSCI Islamic M-Series54.9% FTSE Shariah42.3% |
| BRIGHTSPRING HEALTH SERV | UNSCREENED | 0.35% | no in-house ratios for this holding |
| ECPG ENCORE CAPITAL GROUP INC | NON_COMPLIANT | 0.34% | AAOIFI195.4% Usmani72.5% Dow Jones Islamic325.5% S&P Shariah339.1% MSCI Islamic72.5% MSCI Islamic M-Series339.1% FTSE Shariah72.5% |
| PLUG PLUG POWER INC | COMPLIANT | 0.33% | AAOIFI25.2% Usmani37.6% Dow Jones Islamic31.7% S&P Shariah31.3% MSCI Islamic36.3% MSCI Islamic M-Series31.3% FTSE Shariah26.5% |
| UGI CORP | UNSCREENED | 0.33% | no in-house ratios for this holding |
| HLF HERBALIFE LTD | NON_COMPLIANT | 0.31% | AAOIFI169.9% Usmani77.1% Dow Jones Islamic206.9% S&P Shariah201.9% MSCI Islamic77.1% MSCI Islamic M-Series201.9% FTSE Shariah70.5% |
| LCII LCI INDUSTRIES | NON_COMPLIANT | 0.28% | AAOIFI46.0% Usmani35.1% Dow Jones Islamic45.1% S&P Shariah44.8% MSCI Islamic35.1% MSCI Islamic M-Series44.8% FTSE Shariah26.1% |
| COGENT BIOSCIENCES INC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| NRGV ENERGY VAULT HLDGS INC | COMPLIANT | 0.28% | AAOIFI27.2% Usmani51.3% Dow Jones Islamic43.8% S&P Shariah51.0% MSCI Islamic51.3% MSCI Islamic M-Series51.0% FTSE Shariah50.8% |
| SNOW SNOWFLAKE INC | COMPLIANT | 0.28% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| CRGY CRESCENT ENERGY CO | NON_COMPLIANT | 0.27% | AAOIFI113.5% Usmani43.1% Dow Jones Islamic176.1% S&P Shariah181.7% MSCI Islamic43.0% MSCI Islamic M-Series181.7% FTSE Shariah43.0% |
| ARROWHEAD RESEARCH CORP | UNSCREENED | 0.27% | no in-house ratios for this holding |
| KITE REALTY GROUP LP | UNSCREENED | 0.27% | no in-house ratios for this holding |
| LMAT LEMAITRE VASCULAR INC | COMPLIANT | 0.27% | AAOIFI1.2% Usmani3.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic3.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| SO SOUTHERN CO | NON_COMPLIANT | 0.27% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| MCHP MICROCHIP TECHNOLOGY INC | COMPLIANT | 0.26% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| U UNITY SOFTWARE INC | COMPLIANT | 0.26% | AAOIFI0.5% Usmani1.3% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.3% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| PEB PEBBLEBROOK HOTEL TRUST | NON_COMPLIANT | 0.26% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| TE T1 ENERGY INC | NON_COMPLIANT | 0.26% | AAOIFI52.2% Usmani47.4% Dow Jones Islamic95.5% S&P Shariah120.1% MSCI Islamic47.4% MSCI Islamic M-Series120.1% FTSE Shariah33.5% |
| CSWC CAPITAL SOUTHWEST CORP | NON_COMPLIANT | 0.25% | AAOIFI78.0% Usmani52.7% Dow Jones Islamic108.6% S&P Shariah121.0% MSCI Islamic52.7% MSCI Islamic M-Series121.0% FTSE Shariah52.7% |
| PENNYMAC CORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| GRPN GROUPON INC | NON_COMPLIANT | 0.25% | AAOIFI40.7% Usmani52.1% Dow Jones Islamic42.7% S&P Shariah48.2% MSCI Islamic52.1% MSCI Islamic M-Series48.2% FTSE Shariah51.2% |
| STWD STARWOOD PROPERTY TRUST | NON_COMPLIANT | 0.25% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SPECTRUM BRANDS INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CYRX CRYOPORT INC | NON_COMPLIANT | 0.23% | AAOIFI29.4% Usmani36.0% Dow Jones Islamic49.3% S&P Shariah43.5% MSCI Islamic30.2% MSCI Islamic M-Series43.5% FTSE Shariah30.2% |
| NCL CORPORATION LTD | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BANDWIDTH INC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| TRUMP MEDIA & TECHNOLOGY | UNSCREENED | 0.22% | no in-house ratios for this holding |
| AMPHASTAR PHARMACEUTICAL | UNSCREENED | 0.22% | no in-house ratios for this holding |
| SNAP SNAP INC | NON_COMPLIANT | 0.22% | AAOIFI46.0% Usmani56.6% Dow Jones Islamic31.4% S&P Shariah26.2% MSCI Islamic56.6% MSCI Islamic M-Series26.2% FTSE Shariah47.3% |
| PROGRESS SOFTWARE CORP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ZS ZSCALER INC. | COMPLIANT | 0.22% | AAOIFI7.7% Usmani23.6% Dow Jones Islamic5.6% S&P Shariah5.9% MSCI Islamic23.6% MSCI Islamic M-Series5.9% FTSE Shariah21.6% |
| VSEC VSE CORP | COMPLIANT | 0.22% | AAOIFI19.0% Usmani23.3% Dow Jones Islamic28.8% S&P Shariah37.2% MSCI Islamic23.3% MSCI Islamic M-Series37.2% FTSE Shariah21.5% |
| CRNC CERENCE INC | NON_COMPLIANT | 0.22% | AAOIFI50.1% Usmani30.1% Dow Jones Islamic46.6% S&P Shariah42.6% MSCI Islamic30.1% MSCI Islamic M-Series42.6% FTSE Shariah27.9% |
| FOUR SHIFT4 PAYMENTS INC | NON_COMPLIANT | 0.21% | AAOIFI125.9% Usmani52.5% Dow Jones Islamic74.0% S&P Shariah77.0% MSCI Islamic52.5% MSCI Islamic M-Series77.0% FTSE Shariah51.9% |
| TNDM TANDEM DIABETES CARE INC | NON_COMPLIANT | 0.21% | AAOIFI53.4% Usmani64.0% Dow Jones Islamic49.0% S&P Shariah43.9% MSCI Islamic64.0% MSCI Islamic M-Series43.9% FTSE Shariah52.2% |
| SAREPTA THERAPEUTICS INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| HERTZ CORP/THE | UNSCREENED | 0.21% | no in-house ratios for this holding |
| HIMS HIMS & HERS HEALTH | COMPLIANT | 0.20% | AAOIFI2.8% Usmani5.0% Dow Jones Islamic2.2% S&P Shariah2.9% MSCI Islamic5.0% MSCI Islamic M-Series2.9% FTSE Shariah0.0% |
| SMCI SUPER MICRO COMPUTER INC | NON_COMPLIANT | 0.19% | AAOIFI17.4% Usmani15.3% Dow Jones Islamic20.6% S&P Shariah17.5% MSCI Islamic15.3% MSCI Islamic M-Series17.5% FTSE Shariah13.5% |
| QXO QXO INC | NON_COMPLIANT | 0.17% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| MSTR STRATEGY INC | COMPLIANT | 0.13% | AAOIFI12.5% Usmani12.9% Dow Jones Islamic7.5% S&P Shariah9.4% MSCI Islamic12.9% MSCI Islamic M-Series9.4% FTSE Shariah12.8% |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 0.10% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
The published standards disagree about this fund by 15 points of portfolio weight — 27.0% of it passes AAOIFI, 12.3% 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 27.0% ratios fail on 33.8% 37.2% not rated under AAOIFI
ratios pass on 16.0% ratios fail on 40.9% 41.2% not rated under Usmani
ratios pass on 23.1% ratios fail on 35.6% 39.4% not rated under Dow Jones Islamic
ratios pass on 23.5% ratios fail on 37.1% 37.5% not rated under S&P Shariah
ratios pass on 12.3% ratios fail on 42.5% 43.3% not rated under MSCI Islamic
ratios pass on 21.6% ratios fail on 37.1% 39.4% not rated under MSCI Islamic M-Series
ratios pass on 21.4% ratios fail on 35.5% 41.2% not rated under FTSE Shariah
87 of 146 listed holdings carry our own per-methodology verdicts (72% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 82 (65% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BA BOEING CO/THE | 2.26% |
| WFC WELLS FARGO & COMPANY | 1.56% |
| NEE NEXTERA ENERGY INC | 1.55% |
| WULF TERAWULF INC | 1.39% |
| AKAM AKAMAI TECHNOLOGIES INC | 1.33% |
| AKAM AKAMAI TECHNOLOGIES INC | 1.32% |
| AVT AVNET INC | 1.25% |
| CNP CENTERPOINT ENERGY INC | 1.20% |
| BAC Bank of America Corp | 1.19% |
| NET CLOUDFLARE INC | 1.10% |
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.
HNCVX (HNCVX) 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 HNCVX — 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) | 45.10 | NEUTRAL |
| Stochastic %K (14) | 36.17 | NEUTRAL |
| CCI (20) | -56.89 | NEUTRAL |
| Williams %R (14) | -63.83 | NEUTRAL |
| MACD (12,26,9) | -0.02 | SELL |
| ROC (10) | 0.20 | BUY |
| Momentum (10) | 0.03 | BUY |
| EMA (10) | 15.11 | SELL |
| SMA (10) | 15.15 | SELL |
| EMA (20) | 15.19 | SELL |
| SMA (20) | 15.19 | SELL |
| EMA (30) | 15.25 | SELL |
| SMA (30) | 15.32 | SELL |
| EMA (50) | 15.33 | SELL |
| SMA (50) | 15.34 | SELL |
| EMA (100) | 15.26 | SELL |
| SMA (100) | 15.58 | SELL |
| EMA (200) | 14.66 | BUY |
| SMA (200) | 14.78 | BUY |
Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of convertible securities. It invests primarily in U.S. dollar denominated securities, including those of foreign issuers; however, the fund may invest in securities denominated in other currencies.
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.