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IPEIX

ETF / Fund VOYA LARGE CAP VALUE PORTFOLIO
$5.63
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Sharia status
NOT COMPLIANT
Screened by look-through to its filed holdings — 87% of portfolio weight covered
Fund look-through

VOYA LARGE CAP VALUE PORTFOLIO · Voya Investors Trust

78 holdings · as of 2025-12-31 (8.5 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 36.40% of portfolio weight is in non-compliant holdings, over the 5% threshold.

78 holdings, 63 matched (87% of weight). Portfolio as of 2025-12-31, filed 2026-02-27. Source: SEC Form N-PORT.

3.35% of this portfolio’s income is non-permissible — weighted across holdings, computed over 73% of portfolio weight (55 of 78 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.

42.6% compliant 8.5% questionable 36.4% non-compliant 12.5% unscreened

All holdings (78)
HoldingStatusWeightEvery methodology, and the debt ratio behind it
GOOG Alphabet Inc QUESTIONABLE 4.38% AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9%
CVX Chevron Corp COMPLIANT 4.26% AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1%
BAC Bank of America Corp NON_COMPLIANT 3.12% AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7%
WFC Wells Fargo & Co NON_COMPLIANT 2.63% AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1%
AMZN Amazon.com Inc QUESTIONABLE 2.49% AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1%
WELL Welltower Inc COMPLIANT 2.40% AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7%
DUK Duke Energy Corp NON_COMPLIANT 2.33% AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4%
ICE Intercontinental Exchange Inc NON_COMPLIANT 2.29% AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4%
American International Group I UNSCREENED 2.17% no in-house ratios for this holding
MMM 3M Co COMPLIANT 2.16% AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9%
PFE Pfizer Inc NON_COMPLIANT 2.13% AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4%
CSCO Cisco Systems Inc COMPLIANT 2.10% AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6%
Philip Morris International In UNSCREENED 2.07% no in-house ratios for this holding
STT State Street Corp NON_COMPLIANT 2.06% AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0%
AIZ Assurant Inc NON_COMPLIANT 1.98% AAOIFI Usmani Dow Jones Islamic S&P Shariah MSCI Islamic MSCI Islamic M-Series FTSE Shariah
IBM UNSCREENED 1.95% no in-house ratios for this holding
KO Coca-Cola Co/The COMPLIANT 1.95% AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8%
BXP BXP Inc NON_COMPLIANT 1.92% AAOIFI8.5% Usmani3.9% Dow Jones Islamic9.4% S&P Shariah9.9% MSCI Islamic3.9% MSCI Islamic M-Series9.9% FTSE Shariah3.9%
PG Procter & Gamble Co/The COMPLIANT 1.85% AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2%
HUM Humana Inc NON_COMPLIANT 1.77% AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3%
PNC Financial Services Group I UNSCREENED 1.76% no in-house ratios for this holding
PH Parker-Hannifin Corp COMPLIANT 1.75% AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5%
T AT&T Inc NON_COMPLIANT 1.68% AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6%
DIS Walt Disney Co/The NON_COMPLIANT 1.66% AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5%
LOW Lowe's Cos Inc NON_COMPLIANT 1.60% AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7%
SYF Synchrony Financial NON_COMPLIANT 1.55% AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3%
AZN AstraZeneca PLC COMPLIANT 1.52% AAOIFI Usmani Dow Jones Islamic S&P Shariah MSCI Islamic MSCI Islamic M-Series FTSE Shariah
VLY Valley National Bancorp NON_COMPLIANT 1.48% AAOIFI41.6% Usmani5.0% Dow Jones Islamic57.4% S&P Shariah64.9% MSCI Islamic5.0% MSCI Islamic M-Series64.9% FTSE Shariah5.0%
TMO Thermo Fisher Scientific Inc COMPLIANT 1.48% AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3%
LAZ Lazard Inc NON_COMPLIANT 1.44% AAOIFI39.3% Usmani39.8% Dow Jones Islamic32.3% S&P Shariah35.6% MSCI Islamic39.8% MSCI Islamic M-Series35.6% FTSE Shariah39.8%
Public Service Enterprise Grou UNSCREENED 1.40% no in-house ratios for this holding
MU Micron Technology Inc COMPLIANT 1.30% AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3%
DTE DTE Energy Co NON_COMPLIANT 1.29% AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9%
DHR Danaher Corp COMPLIANT 1.24% AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8%
BA Boeing Co/The NON_COMPLIANT 1.17% AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2%
WSM Williams-Sonoma Inc COMPLIANT 1.13% AAOIFI5.6% Usmani27.7% Dow Jones Islamic6.9% S&P Shariah7.7% MSCI Islamic27.7% MSCI Islamic M-Series7.7% FTSE Shariah0.0%
AA Alcoa Corp COMPLIANT 1.10% AAOIFI16.9% Usmani13.2% Dow Jones Islamic24.5% S&P Shariah28.1% MSCI Islamic13.2% MSCI Islamic M-Series28.1% FTSE Shariah13.2%
URI United Rentals Inc COMPLIANT 1.09% AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3%
SF Stifel Financial Corp NON_COMPLIANT 1.09% AAOIFI6.0% Usmani1.7% Dow Jones Islamic9.9% S&P Shariah11.2% MSCI Islamic1.7% MSCI Islamic M-Series11.2% FTSE Shariah1.7%
TTWO Take-Two Interactive Software QUESTIONABLE 1.06% AAOIFI7.4% Usmani32.6% Dow Jones Islamic7.5% S&P Shariah8.5% MSCI Islamic32.6% MSCI Islamic M-Series8.5% FTSE Shariah27.9%
NUE Nucor Corp COMPLIANT 1.05% AAOIFI11.2% Usmani17.6% Dow Jones Islamic17.6% S&P Shariah17.3% MSCI Islamic17.6% MSCI Islamic M-Series17.3% FTSE Shariah17.6%
BKNG Booking Holdings Inc COMPLIANT 1.04% AAOIFI Usmani Dow Jones Islamic S&P Shariah MSCI Islamic MSCI Islamic M-Series FTSE Shariah
McCormick & Co Inc/MD UNSCREENED 1.03% no in-house ratios for this holding
VRTX Vertex Pharmaceuticals Inc COMPLIANT 1.00% AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0%
DLTR Dollar Tree Inc NON_COMPLIANT 0.98% AAOIFI33.0% Usmani54.7% Dow Jones Islamic38.6% S&P Shariah35.1% MSCI Islamic54.7% MSCI Islamic M-Series35.1% FTSE Shariah20.9%
BlackRock Liquidity FedFund UNSCREENED 0.93% no in-house ratios for this holding
SAIA Saia Inc COMPLIANT 0.90% AAOIFI2.8% Usmani7.2% Dow Jones Islamic2.7% S&P Shariah2.5% MSCI Islamic7.2% MSCI Islamic M-Series2.5% FTSE Shariah2.7%
ULS UL Solutions Inc COMPLIANT 0.88% AAOIFI3.2% Usmani15.3% Dow Jones Islamic3.4% S&P Shariahpass MSCI Islamic15.3% MSCI Islamic M-Seriespass FTSE Shariah9.7%
AMD Advanced Micro Devices Inc COMPLIANT 0.87% AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8%
MCK McKesson Corp COMPLIANT 0.85% AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5%
CCK Crown Holdings Inc NON_COMPLIANT 0.81% AAOIFI49.7% Usmani42.8% Dow Jones Islamic55.2% S&P Shariah57.9% MSCI Islamic42.8% MSCI Islamic M-Series57.9% FTSE Shariah41.3%
UHS Universal Health Services Inc NON_COMPLIANT 0.81% AAOIFI52.8% Usmani33.0% Dow Jones Islamic45.9% S&P Shariah48.2% MSCI Islamic33.0% MSCI Islamic M-Series48.2% FTSE Shariah30.4%
DVN Devon Energy Corp COMPLIANT 0.81% AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1%
ALGN Align Technology Inc COMPLIANT 0.78% AAOIFI Usmani Dow Jones Islamic S&P Shariah MSCI Islamic MSCI Islamic M-Series FTSE Shariah
Leonardo DRS Inc UNSCREENED 0.76% no in-house ratios for this holding
WAT Waters Corp COMPLIANT 0.76% AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7%
REGN Regeneron Pharmaceuticals Inc COMPLIANT 0.75% AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8%
EAT Brinker International Inc COMPLIANT 0.74% AAOIFI18.3% Usmani65.9% Dow Jones Islamic27.1% S&P Shariah34.8% MSCI Islamic62.4% MSCI Islamic M-Series34.8% FTSE Shariah15.8%
INTC Intel Corp COMPLIANT 0.74% AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0%
ICLR ICON PLC COMPLIANT 0.73% AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.2% S&P Shariah13.0% MSCI Islamic13.7% MSCI Islamic M-Series13.0% FTSE Shariah12.9%
INTU Intuit Inc COMPLIANT 0.73% AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8%
DINO HF Sinclair Corp COMPLIANT 0.68% AAOIFI16.9% Usmani17.1% Dow Jones Islamic34.7% S&P Shariah34.5% MSCI Islamic16.6% MSCI Islamic M-Series34.5% FTSE Shariah14.6%
RELX RELX PLC COMPLIANT 0.65% AAOIFI16.2% Usmani49.2% Dow Jones Islamic12.5% S&P Shariah12.8% MSCI Islamic49.2% MSCI Islamic M-Series12.8% FTSE Shariah49.2%
ONTO Onto Innovation Inc COMPLIANT 0.63% AAOIFI11.2% Usmani39.8% Dow Jones Islamic16.3% S&P Shariah16.7% MSCI Islamic39.8% MSCI Islamic M-Series16.7% FTSE Shariah39.8%
EXE Expand Energy Corp COMPLIANT 0.62% AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0%
GTES Gates Industrial Corp PLC NON_COMPLIANT 0.61% AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2%
DY Dycom Industries Inc COMPLIANT 0.61% AAOIFI33.4% Usmani46.6% Dow Jones Islamic36.4% S&P Shariah44.4% MSCI Islamic46.6% MSCI Islamic M-Series44.4% FTSE Shariah43.1%
EXE Expand Energy Corp COMPLIANT 0.58% AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0%
PINS Pinterest Inc QUESTIONABLE 0.56% AAOIFI1.9% Usmani4.5% Dow Jones Islamic1.4% S&P Shariah1.3% MSCI Islamic4.5% MSCI Islamic M-Series1.3% FTSE Shariah0.0%
TSM TSMC COMPLIANT 0.48% AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4%
O'Reilly Automotive Inc UNSCREENED 0.46% no in-house ratios for this holding
AVGO Broadcom Inc COMPLIANT 0.38% AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5%
CITADEL SECURITIES LLC UNSCREENED 0.00% no in-house ratios for this holding
NATWEST MARKETS SECURITIES INC. UNSCREENED 0.00% no in-house ratios for this holding
SAMSON ALA 9.75% 02/15/20 UNSCREENED 0.00% no in-house ratios for this holding
PRIME AET&D HOLDINGS NO 1 UNSCREENED 0.00% no in-house ratios for this holding
TROPICANA ENT LLC/FIN UNSCREENED 0.00% no in-house ratios for this holding
CONSTELLATION SOFTWARE INC/CANADA UNSCREENED 0.00% no in-house ratios for this holding

The published standards disagree about this fund by 11 points of portfolio weight — 47.0% of it passes AAOIFI, 36.0% 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 47.0% ratios fail on 32.2% 20.8% not rated under AAOIFI

62 of 78 listed holdings carry our own per-methodology verdicts (87% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 58 (82% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.

Non-compliant holdingWeight
BAC Bank of America Corp 3.12%
WFC Wells Fargo & Co 2.63%
DUK Duke Energy Corp 2.33%
ICE Intercontinental Exchange Inc 2.29%
PFE Pfizer Inc 2.13%
STT State Street Corp 2.06%
AIZ Assurant Inc 1.98%
BXP BXP Inc 1.92%
HUM Humana Inc 1.77%
T AT&T Inc 1.68%

Methodology breakdown computing — it will appear here on its own.

🕌Open research, not a fatwa — verify with your own scholar.

Trade setup

Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.

SEPARATE FROM SHARIAH
No trade setup shown — a stock that isn't cleanly Sharia-compliant never gets a bullish verdict here.

IPEIX (IPEIX) 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.

NON-COMPLIANT
Sharia compliance

🕌 In-house Compliance Research

Computing the full ratio and business-activity breakdown for IPEIX — this runs off the critical path so the page paints first. It will appear here on its own.

About IPEIX

Under normal circumstances, the portfolio invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investments tied to large-capitalization value companies. For purposes of this 80% policy, large-capitalization value companies means companies with market capitalizations that fall within the capitalization range of companies within the Russell 1000®Value Index and that the Advisor believes are undervalued by the market, trade for less than their intrinsic value, or pay dividends.

Background via Yahoo Finance — informational, not part of the verdict.

SMC — Top Down

Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.

Not enough price history yet for a smart-money structure read on any timeframe.

Momentum & Volume

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.

Peer Movement

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.

Before you act on this

The questions worth asking about any verdict on this page, answered plainly.

Is a fund screened on its name?

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.

What does unrated weight mean?

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.

Does the issuer's board make it compliant?

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.

How often is this re-screened?

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.

Compare with

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 Activity (90d)

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

COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE

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)

AI Summary

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.

Tell us what's working, what's confusing, or what you want to see next — read by a real person, not a form that goes nowhere.