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 Hartford World Bond Fund · HARTFORD MUTUAL FUNDS, INC
2,314 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.
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 108% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 25.90% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 80% turns out to be. Matching more holdings can only raise this share, never lower it.
19.09% of that is conventional interest-bearing debt — US Treasuries or agency mortgage paper — identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
2,314 holdings, 810 matched (26% of weight). Portfolio as of 2026-04-30, filed 2026-06-25. Source: SEC Form N-PORT.
13.70% of this portfolio’s income is non-permissible — weighted across holdings, computed over 6% of portfolio weight (439 of 2314 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 |
|---|---|---|---|
| New Zealand Government Bonds | UNSCREENED | 3.68% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 3.15% | no in-house ratios for this holding |
| CANADA T-BILL | NON_COMPLIANT | 3.03% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.97% | no in-house ratios for this holding |
| JAPAN TREASURY DISC BILL | UNSCREENED | 2.61% | no in-house ratios for this holding |
| Canada Government Bonds | UNSCREENED | 2.58% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 2.31% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.28% | no in-house ratios for this holding |
| Canada Government Bonds | UNSCREENED | 2.24% | no in-house ratios for this holding |
| CZECH REPUBLIC | UNSCREENED | 2.12% | no in-house ratios for this holding |
| CANADIAN GOVERNMENT | UNSCREENED | 2.03% | no in-house ratios for this holding |
| QUEBEC T-BILL | UNSCREENED | 1.89% | no in-house ratios for this holding |
| Canada Government Bonds | UNSCREENED | 1.87% | no in-house ratios for this holding |
| JAPAN TREASURY DISC BILL | UNSCREENED | 1.71% | no in-house ratios for this holding |
| Norway Government Bonds | UNSCREENED | 1.56% | no in-house ratios for this holding |
| Norway Government Bonds | UNSCREENED | 1.52% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 1.47% | no in-house ratios for this holding |
| JAPAN TREASURY DISC BILL | UNSCREENED | 1.44% | no in-house ratios for this holding |
| Australia Government Bonds | UNSCREENED | 1.43% | no in-house ratios for this holding |
| KOMMUNINVEST I SVERIGE | UNSCREENED | 1.43% | no in-house ratios for this holding |
| KOMMUNINVEST I SVERIGE | UNSCREENED | 1.42% | no in-house ratios for this holding |
| CZECH REPUBLIC | UNSCREENED | 1.33% | no in-house ratios for this holding |
| CANADA T-BILL | NON_COMPLIANT | 1.32% | no in-house ratios for this holding |
| Norway Government Bonds | UNSCREENED | 1.29% | no in-house ratios for this holding |
| KOREA TREASURY BOND | NON_COMPLIANT | 1.27% | no in-house ratios for this holding |
| UMBS, TBA | NON_COMPLIANT | 1.20% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 1.03% | no in-house ratios for this holding |
| KOMMUNINVEST I SVERIGE | UNSCREENED | 1.02% | no in-house ratios for this holding |
| Australia Government Bonds | UNSCREENED | 0.91% | no in-house ratios for this holding |
| SWEDISH GOVERNMENT | UNSCREENED | 0.91% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.89% | no in-house ratios for this holding |
| QUEENSLAND TREASURY CORP | UNSCREENED | 0.88% | no in-house ratios for this holding |
| NEW S WALES TREASURY CRP | UNSCREENED | 0.87% | no in-house ratios for this holding |
| TREASURY CORP VICTORIA | UNSCREENED | 0.87% | no in-house ratios for this holding |
| CANADA T-BILL | NON_COMPLIANT | 0.87% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.78% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.75% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.75% | no in-house ratios for this holding |
| U.K. Gilts | UNSCREENED | 0.69% | no in-house ratios for this holding |
| KOMMUNINVEST I SVERIGE | UNSCREENED | 0.64% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.61% | no in-house ratios for this holding |
| NEW S WALES TREASURY CRP | UNSCREENED | 0.60% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.59% | no in-house ratios for this holding |
| AUSTRALIAN GOVERNMENT | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Japan Government Thirty Year Bonds | UNSCREENED | 0.52% | no in-house ratios for this holding |
| TD Toronto-Dominion Bank | NON_COMPLIANT | 0.50% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TREASURY CORP VICTORIA | UNSCREENED | 0.48% | no in-house ratios for this holding |
| VXX Barclays Bank PLC | NON_COMPLIANT | 0.45% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RD MICHIGAN PROP OWNER I | UNSCREENED | 0.44% | no in-house ratios for this holding |
| ORCL ORACLE CORP | COMPLIANT | 0.40% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| QUEENSLAND TREASURY CORP | UNSCREENED | 0.36% | no in-house ratios for this holding |
| NEW S WALES TREASURY CRP | UNSCREENED | 0.36% | no in-house ratios for this holding |
| HUNGARY | UNSCREENED | 0.36% | no in-house ratios for this holding |
| Japan Government Forty Year Bonds | UNSCREENED | 0.35% | no in-house ratios for this holding |
| ATHENE GLOBAL FUNDING | UNSCREENED | 0.34% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.34% | no in-house ratios for this holding |
| NEW ZEALAND GOVERNMENT | UNSCREENED | 0.34% | no in-house ratios for this holding |
| FED REPUBLIC OF BRAZIL | UNSCREENED | 0.34% | no in-house ratios for this holding |
| VICI VICI PROPERTIES LP | NON_COMPLIANT | 0.32% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| QUEENSLAND TREASURY CORP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| INTERCONTINENTALEXCHANGE | UNSCREENED | 0.31% | no in-house ratios for this holding |
| LEVEL 3 FINANCING INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| LIVE NATION ENTERTAINMEN | UNSCREENED | 0.30% | no in-house ratios for this holding |
| ORCL ORACLE CORP | COMPLIANT | 0.29% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| AVIS BUDGET CAR/FINANCE | UNSCREENED | 0.28% | no in-house ratios for this holding |
| HUT 8 DC LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.26% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| U.K. Gilts | UNSCREENED | 0.26% | no in-house ratios for this holding |
| UBS AG | UNSCREENED | 0.26% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.26% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| New Zealand Government Bonds | UNSCREENED | 0.26% | no in-house ratios for this holding |
| UBS AG | UNSCREENED | 0.25% | no in-house ratios for this holding |
| DISCOVERY COMMUNICATIONS | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Australia Government Bonds | UNSCREENED | 0.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.23% | no in-house ratios for this holding |
| MARS INC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.22% | no in-house ratios for this holding |
| VXX Barclays Bank PLC | NON_COMPLIANT | 0.21% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JSWSTEEL.BO JSW STEEL LTD | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HESS MIDSTREAM OPERATION | UNSCREENED | 0.21% | no in-house ratios for this holding |
| TREASURY CORP VICTORIA | UNSCREENED | 0.20% | no in-house ratios for this holding |
| TREASURY CORP VICTORIA | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.20% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.19% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| TREASURY CORP VICTORIA | UNSCREENED | 0.19% | no in-house ratios for this holding |
| State Street Global Advisors | UNSCREENED | 0.19% | no in-house ratios for this holding |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FORTUNE STAR BVI LTD | UNSCREENED | 0.18% | no in-house ratios for this holding |
| COREBRIDGE GLOB FUNDING | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Goldman Sachs International | UNSCREENED | 0.18% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FANG DIAMONDBACK ENERGY INC | COMPLIANT | 0.18% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| KITE REALTY GROUP LP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| E ENI SPA | NON_COMPLIANT | 0.18% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| GENERAL MOTORS FINL CO | UNSCREENED | 0.18% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Australia Government Bonds | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SAUDI INTERNATIONAL BOND | UNSCREENED | 0.17% | no in-house ratios for this holding |
| MEX BONOS DESARR FIX RT | UNSCREENED | 0.17% | no in-house ratios for this holding |
| INTC INTEL CORP | COMPLIANT | 0.17% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| QUEENSLAND TREASURY CORP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.16% | no in-house ratios for this holding |
| RCL ROYAL CARIBBEAN CRUISES | NON_COMPLIANT | 0.16% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JAPAN GOVT CPI LINKED | UNSCREENED | 0.15% | no in-house ratios for this holding |
| TRUST FIBRAUNO | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Morocco Government International Bonds | UNSCREENED | 0.14% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FOUNDRY JV HOLDCO LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Standard Chartered Bank | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Standard Chartered Bank | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FED REPUBLIC OF BRAZIL | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BBKP.JK BANK KB INDONESIA TBK PT | NON_COMPLIANT | 0.13% | AAOIFI229.7% Usmani23.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.7% MSCI Islamic M-Seriesfail FTSE Shariah23.7% |
| NCL CORPORATION LTD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| HUM HUMANA INC | NON_COMPLIANT | 0.12% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| CZECH REPUBLIC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| VICI PROPERTIES / NOTE | UNSCREENED | 0.12% | no in-house ratios for this holding |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Goldman Sachs International | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CCL CARNIVAL CORP | NON_COMPLIANT | 0.11% | AAOIFI83.4% Usmani51.4% Dow Jones Islamic87.3% S&P Shariah102.4% MSCI Islamic51.4% MSCI Islamic M-Series102.4% FTSE Shariah49.0% |
| Towd Point Mortgage Trust | UNSCREENED | 0.11% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| NORTH MACEDONIA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ADANI PORTS AND SPECIAL | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Boca Commercial Mortgage Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| COLUMBIA PIPELINE HOLDCO | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ORCL ORACLE CORP | COMPLIANT | 0.10% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| UBER UBER TECHNOLOGIES INC | COMPLIANT | 0.10% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| Morgan Stanley Residential Mortgage Loan Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Golub Capital Partners CLO, LTD | UNSCREENED | 0.10% | no in-house ratios for this holding |
| MEXICO CETES | UNSCREENED | 0.10% | no in-house ratios for this holding |
| REPUBLIC OF ARGENTINA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VCAT Asset Securitization, LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| INTC INTEL CORP | COMPLIANT | 0.09% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| Fixed Income Clearing Corp. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Riserva CLO, Ltd. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ICON INVESTMENTS SIX DAC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| VXX Barclays Bank PLC | NON_COMPLIANT | 0.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ALA Trust | UNSCREENED | 0.09% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.09% | no in-house ratios for this holding |
| MUTHOOTFIN.NS MUTHOOT FINANCE LTD | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PETROLEOS MEXICANOS | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Castlelake Aircraft Securitization Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| GC TREASURY CENTRE CO | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| New Zealand Government Bonds | UNSCREENED | 0.08% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ORA.PA ORANGE SA | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| FS Commerical Mortgage Trust 2023-4SZN | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Benefit Street Partners CLO Ltd | UNSCREENED | 0.08% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Symphony CLO Ltd | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Extended Stay America Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| Exeter Automobile Receivables Trust | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Bulgaria Government International Bonds | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| JPMorgan Chase Bank NA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Genworth Mortgage Insurance Corporation | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd | UNSCREENED | 0.07% | no in-house ratios for this holding |
| TSTAT 2022-1 Ltd | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Multifamily Structured Credit Risk | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Multifamily Structured Credit Risk | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Exeter Automobile Receivables Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| LCH Ltd. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| LAND NORDRHEIN-WESTFALEN | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ALLIED UNIVERSAL HOLDCO | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Sixth Street CLO XVI, LTD. | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Multifamily Structured Credit Risk | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Goldman Sachs International | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| GCAT | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Rockford Tower CLO Ltd | UNSCREENED | 0.07% | no in-house ratios for this holding |
| JP Morgan Chase Commercial Mortgage Sec Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Highbridge Loan Management Ltd | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Bank of America NA | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Bank of America NA | UNSCREENED | 0.07% | no in-house ratios for this holding |
| WBC.AX Westpac Banking Corp. | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RCL ROYAL CARIBBEAN CRUISES | NON_COMPLIANT | 0.07% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| Bridgecrest Lending Auto Securitization Trust | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| Golub Capital Private Credit Fund CLO | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Bridgecrest Lending Auto Securitization Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CIFC Funding Ltd | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Imperial Fund LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Morgan Stanley & Co. International PLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Avis Budget Rental Car Funding AESOP LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BINOM Securitization Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MAPS Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Neuberger Berman CLO Ltd | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PK ALIFT LOAN FUNDING | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Ballyrock Ltd | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| STAR 2025-SFR6 Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| ORA.PA ORANGE SA | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| 280 Park Avenue Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| The BAHA Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BXSC Commercial Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| Castlelake Aircraft Securitization Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Southwick Park CLO, Ltd. | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BELLEMEADE RE LT | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.06% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| Horizon Aircraft Finance I Limited | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Palmer Square Loan Funding Ltd | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Bain Capital Credit CLO, Limited | UNSCREENED | 0.06% | no in-house ratios for this holding |
| CRB Commercial Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SUBWAY FUNDING LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Jol Air | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Multifamily Structured Credit Risk | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Hertz Vehicle Financing LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Waikiki Beach Hotel Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| JPMorgan Chase Bank NA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Apollo Aviation Securitization Equity Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| JPMorgan Chase Bank NA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Fannie Mae - CAS | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Golub Capital Partners Static Ltd | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Buckhorn Park CLO, Ltd. | UNSCREENED | 0.05% | no in-house ratios for this holding |
| AVANTOR FUNDING INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Freddie Mac - STACR | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Bain Capital Credit CLO, Limited | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Sonic Capital LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 1.9% of it passes Dow Jones Islamic, 0.8% passes S&P Shariah. 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 1.1% ratios fail on 7.6% 99.6% not rated under AAOIFI
ratios pass on 0.9% ratios fail on 7.0% 100.4% not rated under Usmani
ratios pass on 1.9% ratios fail on 6.6% 99.8% not rated under Dow Jones Islamic
ratios pass on 0.8% ratios fail on 7.4% 100.1% not rated under S&P Shariah
ratios pass on 1.0% ratios fail on 6.9% 100.4% not rated under MSCI Islamic
ratios pass on 0.8% ratios fail on 7.7% 99.8% not rated under MSCI Islamic M-Series
ratios pass on 1.0% ratios fail on 6.9% 100.4% not rated under FTSE Shariah
70 of 2,314 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, 55 (7% 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.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HWDVX (HWDVX) 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 HWDVX — 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) | 29.40 | BUY |
| Stochastic %K (14) | 7.69 | BUY |
| CCI (20) | -153.57 | BUY |
| Williams %R (14) | -92.31 | BUY |
| MACD (12,26,9) | -0.01 | SELL |
| ROC (10) | -0.80 | SELL |
| Momentum (10) | -0.08 | SELL |
| EMA (10) | 9.93 | SELL |
| SMA (10) | 9.94 | SELL |
| EMA (20) | 9.96 | SELL |
| SMA (20) | 9.98 | SELL |
| EMA (30) | 9.97 | SELL |
| SMA (30) | 9.99 | SELL |
| EMA (50) | 9.98 | SELL |
| SMA (50) | 9.99 | SELL |
| EMA (100) | 9.97 | SELL |
| SMA (100) | 9.98 | SELL |
| EMA (200) | 9.93 | SELL |
| SMA (200) | 9.93 | SELL |
The fund normally invests at least 80% of its assets in a broad range of fixed income securities, including U.S. and non-U.S. government and corporate debt, mortgage-related and other asset-backed securities, loan participations, inflation-protected securities, structured securities, variable, floating, and inverse floating rate instruments and preferred stock. It will invest at least 75% of its net assets in investment grade debt securities; however, the fund has the ability to invest up to 50% of its net assets in securities rated below investment grade. It is non-diversified.
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.