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.
Nomura Mid Cap Income Opportunities Fund · IVY FUNDS
39 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 31.22% of portfolio weight is in non-compliant holdings, over the 5% threshold.
39 holdings, 32 matched (91% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
| Non-compliant holding | Weight |
|---|---|
| AJG ARTHUR J. GALLAGHER & COMPANY | 3.03% |
| FAF FIRST AMERICAN FINANCIAL CORP | 2.95% |
| SON SONOCO PRODUCTS COMPANY | 2.92% |
| SNA SNAP-ON INC | 2.84% |
| EVRG EVERGY INC | 2.82% |
| LHX L3HARRIS TECHNOLOGIES INC | 2.82% |
| MTN VAIL RESORTS INC | 2.80% |
| ARES ARES MANAGEMENT CORP | 2.79% |
| MKC MCCORMICK & CO. INC | 2.78% |
| EXR EXTRA SPACE STORAGE INC | 2.74% |
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.
IVOIX (IVOIX) 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 IVOIX — 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) | 31.00 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -131.52 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.09 | SELL |
| ROC (10) | -3.19 | SELL |
| Momentum (10) | -0.60 | SELL |
| EMA (10) | 18.54 | SELL |
| SMA (10) | 18.57 | SELL |
| EMA (20) | 18.74 | SELL |
| SMA (20) | 18.88 | SELL |
| EMA (30) | 18.81 | SELL |
| SMA (30) | 19.05 | SELL |
| EMA (50) | 18.77 | SELL |
| SMA (50) | 18.90 | SELL |
| EMA (100) | 18.48 | SELL |
| SMA (100) | 18.40 | SELL |
| EMA (200) | 18.00 | BUY |
| SMA (200) | 17.91 | BUY |
The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the Manager believes demonstrate favorable prospects for total return. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities of mid-capitalization companies (80% policy).
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.