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 Growth Advantage Fund · J.P. Morgan Mutual Fund Investment Trust
101 holdings · as of 2026-06-30 (2.6 months ago)
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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 10.70% of portfolio weight is in non-compliant holdings, over the 5% threshold.
101 holdings, 87 matched (93% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.13% of this portfolio’s income is non-permissible — weighted across holdings, computed over 89% of portfolio weight (79 of 101 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.
67.2% compliant 15.7% questionable 10.6% non-compliant 6.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| GOOG Alphabet, Inc. | QUESTIONABLE | 11.14% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| NVDA NVIDIA Corp. | COMPLIANT | 10.69% | AAOIFI0.7% Usmani12.1% Dow Jones Islamic1.0% S&P Shariah1.2% MSCI Islamic12.1% MSCI Islamic M-Series1.2% FTSE Shariah10.4% |
| AVGO Broadcom, Inc. | COMPLIANT | 5.17% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| AAPL Apple, Inc. | COMPLIANT | 4.07% | AAOIFI1.8% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MU Micron Technology, Inc. | COMPLIANT | 3.22% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| AMD Advanced Micro Devices, Inc. | COMPLIANT | 2.82% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| TSLA Tesla, Inc. | COMPLIANT | 2.77% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| META Meta Platforms, Inc. | QUESTIONABLE | 2.58% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| LLY Eli Lilly & Co. | COMPLIANT | 1.69% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| PANW Palo Alto Networks, Inc. | COMPLIANT | 1.60% | AAOIFI0.8% Usmani6.7% Dow Jones Islamic1.5% S&P Shariah1.6% MSCI Islamic5.2% MSCI Islamic M-Series1.6% FTSE Shariah5.2% |
| TSM Taiwan Semiconductor Manufacturing Co. Ltd. | COMPLIANT | 1.52% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| WDC Western Digital Corp. | COMPLIANT | 1.32% | AAOIFI0.7% Usmani8.6% Dow Jones Islamic1.8% S&P Shariah2.3% MSCI Islamic8.6% MSCI Islamic M-Series2.3% FTSE Shariah7.6% |
| JPMorgan Securities Lending Money Market Fund | UNSCREENED | 1.31% | no in-house ratios for this holding |
| MA Mastercard, Inc. | COMPLIANT | 1.29% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| FIX Comfort Systems USA, Inc. | COMPLIANT | 1.21% | AAOIFI0.6% Usmani4.4% Dow Jones Islamic1.2% S&P Shariah1.5% MSCI Islamic4.4% MSCI Islamic M-Series1.5% FTSE Shariah0.6% |
| LRCX Lam Research Corp. | COMPLIANT | 1.20% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| JPMorgan Prime Money Market Fund | UNSCREENED | 1.14% | no in-house ratios for this holding |
| PWR Quanta Services, Inc. | COMPLIANT | 1.10% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 1.07% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| SNOW Snowflake, Inc. | COMPLIANT | 1.05% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| TER Teradyne, Inc. | COMPLIANT | 1.03% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| NBIX Neurocrine Biosciences, Inc. | COMPLIANT | 1.02% | AAOIFI2.9% Usmani8.6% Dow Jones Islamic3.4% S&P Shariah3.5% MSCI Islamic8.6% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| TT Trane Technologies plc | COMPLIANT | 0.96% | AAOIFI4.7% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.7% MSCI Islamic19.3% MSCI Islamic M-Series5.7% FTSE Shariah19.3% |
| DOCN DigitalOcean Holdings, Inc. | COMPLIANT | 0.87% | AAOIFI9.5% Usmani58.0% Dow Jones Islamic23.7% S&P Shariah28.5% MSCI Islamic44.8% MSCI Islamic M-Series28.5% FTSE Shariah29.5% |
| AME AMETEK, Inc. | COMPLIANT | 0.86% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| CRWD Crowdstrike Holdings, Inc. | COMPLIANT | 0.83% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| APP AppLovin Corp. | COMPLIANT | 0.82% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DASH DoorDash, Inc. | COMPLIANT | 0.80% | AAOIFI3.6% Usmani16.9% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic16.9% MSCI Islamic M-Series4.5% FTSE Shariah13.9% |
| ITT ITT, Inc. | COMPLIANT | 0.79% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| NTRA Natera, Inc. | COMPLIANT | 0.79% | AAOIFI0.5% Usmani9.0% Dow Jones Islamic0.9% S&P Shariah1.2% MSCI Islamic9.0% MSCI Islamic M-Series1.2% FTSE Shariah3.0% |
| MSFT Microsoft Corp. | QUESTIONABLE | 0.78% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| HWM Howmet Aerospace, Inc. | NON_COMPLIANT | 0.78% | AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0% |
| BKNG Booking Holdings, Inc. | COMPLIANT | 0.77% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Cerebras Systems, Inc. | UNSCREENED | 0.76% | no in-house ratios for this holding |
| WMB Williams Cos., Inc. (The) | NON_COMPLIANT | 0.75% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| TTWO Take-Two Interactive Software, Inc. | QUESTIONABLE | 0.71% | AAOIFI7.4% Usmani32.6% Dow Jones Islamic7.5% S&P Shariah8.5% MSCI Islamic32.6% MSCI Islamic M-Series8.5% FTSE Shariah27.9% |
| ENTG Entegris, Inc. | COMPLIANT | 0.71% | AAOIFI16.5% Usmani42.3% Dow Jones Islamic22.1% S&P Shariah21.4% MSCI Islamic42.1% MSCI Islamic M-Series21.4% FTSE Shariah41.1% |
| CASY Casey's General Stores, Inc. | NON_COMPLIANT | 0.70% | AAOIFI13.4% Usmani31.8% Dow Jones Islamic13.9% S&P Shariah16.3% MSCI Islamic31.8% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| HLT Hilton Worldwide Holdings, Inc. | NON_COMPLIANT | 0.67% | AAOIFI20.0% Usmani82.8% Dow Jones Islamic21.8% S&P Shariah23.8% MSCI Islamic82.8% MSCI Islamic M-Series23.8% FTSE Shariah78.8% |
| DE Deere & Co. | NON_COMPLIANT | 0.67% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| WMT Walmart, Inc. | QUESTIONABLE | 0.67% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| INIO Innio NV | COMPLIANT | 0.67% | AAOIFI16.5% Usmani47.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic47.2% MSCI Islamic M-Seriespass FTSE Shariah45.7% |
| CIEN Ciena Corp. | COMPLIANT | 0.66% | AAOIFI7.2% Usmani41.1% Dow Jones Islamic11.3% S&P Shariah15.1% MSCI Islamic41.0% MSCI Islamic M-Series15.1% FTSE Shariah40.4% |
| RTX RTX Corp. | NON_COMPLIANT | 0.66% | AAOIFI12.5% Usmani19.3% Dow Jones Islamic15.9% S&P Shariah18.5% MSCI Islamic19.3% MSCI Islamic M-Series18.5% FTSE Shariah18.4% |
| BWX Technologies, Inc. | UNSCREENED | 0.65% | no in-house ratios for this holding |
| Insmed, Inc. | UNSCREENED | 0.65% | no in-house ratios for this holding |
| IBKR Interactive Brokers Group, Inc. | NON_COMPLIANT | 0.65% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TJX TJX Cos., Inc. (The) | COMPLIANT | 0.62% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| MTZ MasTec, Inc. | COMPLIANT | 0.62% | AAOIFI16.4% Usmani33.2% Dow Jones Islamic19.2% S&P Shariah24.0% MSCI Islamic29.6% MSCI Islamic M-Series24.0% FTSE Shariah25.1% |
| Anthropic PBC | UNSCREENED | 0.62% | no in-house ratios for this holding |
| ALGM Allegro MicroSystems, Inc. | COMPLIANT | 0.61% | AAOIFI4.5% Usmani22.0% Dow Jones Islamic5.2% S&P Shariah5.3% MSCI Islamic21.5% MSCI Islamic M-Series5.3% FTSE Shariah20.3% |
| FN Fabrinet | COMPLIANT | 0.60% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JNJ Johnson & Johnson | COMPLIANT | 0.60% | AAOIFI7.6% Usmani24.4% Dow Jones Islamic10.9% S&P Shariah11.7% MSCI Islamic24.4% MSCI Islamic M-Series11.7% FTSE Shariah24.4% |
| FTI TechnipFMC plc | COMPLIANT | 0.59% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| COR Cencora, Inc. | COMPLIANT | 0.58% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| HOOD Robinhood Markets, Inc. | NON_COMPLIANT | 0.58% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic0.4% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| MRK Merck & Co., Inc. | COMPLIANT | 0.58% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| SNDK Sandisk Corp. | COMPLIANT | 0.57% | AAOIFI0.1% Usmani0.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.9% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| PFGC Performance Food Group Co. | NON_COMPLIANT | 0.57% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| BE Bloom Energy Corp. | COMPLIANT | 0.57% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TDY Teledyne Technologies, Inc. | NON_COMPLIANT | 0.57% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| Space Exploration Technologies Corp. | UNSCREENED | 0.56% | no in-house ratios for this holding |
| MKSI MKS, Inc. | COMPLIANT | 0.55% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| TWLO Twilio, Inc. | COMPLIANT | 0.55% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| ALNY Alnylam Pharmaceuticals, Inc. | COMPLIANT | 0.55% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EOG EOG Resources, Inc. | COMPLIANT | 0.54% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| TMO Thermo Fisher Scientific, Inc. | COMPLIANT | 0.53% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| INTC Intel Corp. | COMPLIANT | 0.52% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| PM Philip Morris International, Inc. | NON_COMPLIANT | 0.50% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| MMM 3M Co. | COMPLIANT | 0.50% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| ROK Rockwell Automation, Inc. | COMPLIANT | 0.50% | AAOIFI6.1% Usmani26.4% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic26.4% MSCI Islamic M-Series8.1% FTSE Shariah23.2% |
| CRS Carpenter Technology Corp. | COMPLIANT | 0.50% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.9% S&P Shariah6.4% MSCI Islamic19.0% MSCI Islamic M-Series6.4% FTSE Shariah18.0% |
| RCL Royal Caribbean Cruises Ltd. | NON_COMPLIANT | 0.48% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| CBRE CBRE Group, Inc. | COMPLIANT | 0.48% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| FROG JFrog Ltd. | COMPLIANT | 0.46% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| VICR Vicor Corp. | COMPLIANT | 0.46% | AAOIFI0.1% Usmani0.9% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| KLIC Kulicke & Soffa Industries, Inc. | COMPLIANT | 0.44% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic2.9% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| PGR Progressive Corp. (The) | NON_COMPLIANT | 0.42% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| JBL Jabil, Inc. | COMPLIANT | 0.40% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| OKTA Okta, Inc. | COMPLIANT | 0.40% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| LYV Live Nation Entertainment, Inc. | NON_COMPLIANT | 0.40% | AAOIFI27.6% Usmani40.0% Dow Jones Islamic32.8% S&P Shariah37.6% MSCI Islamic40.0% MSCI Islamic M-Series37.6% FTSE Shariah32.7% |
| LITE Lumentum Holdings, Inc. | COMPLIANT | 0.39% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| IQV IQVIA Holdings, Inc. | NON_COMPLIANT | 0.39% | AAOIFI36.7% Usmani55.2% Dow Jones Islamic47.8% S&P Shariah44.8% MSCI Islamic54.4% MSCI Islamic M-Series44.8% FTSE Shariah53.4% |
| CAT Caterpillar, Inc. | COMPLIANT | 0.39% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ALAB Astera Labs, Inc. | COMPLIANT | 0.35% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CVNA Carvana Co. | COMPLIANT | 0.35% | AAOIFI6.8% Usmani38.2% Dow Jones Islamic8.2% S&P Shariah10.9% MSCI Islamic38.2% MSCI Islamic M-Series10.9% FTSE Shariah35.5% |
| RKT Rocket Cos., Inc. | NON_COMPLIANT | 0.31% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| NET Cloudflare, Inc. | NON_COMPLIANT | 0.31% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| ISRG Intuitive Surgical, Inc. | COMPLIANT | 0.29% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MTD Mettler-Toledo International, Inc. | COMPLIANT | 0.26% | AAOIFI7.8% Usmani57.5% Dow Jones Islamic8.0% S&P Shariah7.9% MSCI Islamic57.5% MSCI Islamic M-Series7.9% FTSE Shariah57.5% |
| uniQure NV | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SGI Somnigroup International, Inc. | NON_COMPLIANT | 0.23% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| RYTM Rhythm Pharmaceuticals, Inc. | COMPLIANT | 0.23% | AAOIFI1.6% Usmani25.1% Dow Jones Islamic2.0% S&P Shariah2.5% MSCI Islamic25.1% MSCI Islamic M-Series2.5% FTSE Shariah24.3% |
| AZO AutoZone, Inc. | COMPLIANT | 0.20% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Databricks, Inc. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| VeraDermics, Inc. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Anduril Industries, Inc. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| AlphaSense, Inc. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Openai | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 0.07% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| Canva Inc. | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 35 points of portfolio weight — 80.8% of it passes AAOIFI, 45.8% 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 80.8% ratios fail on 6.0% 14.6% not rated under AAOIFI
ratios pass on 63.0% ratios fail on 23.4% 15.0% not rated under Usmani
ratios pass on 78.4% ratios fail on 8.0% 15.0% not rated under Dow Jones Islamic
ratios pass on 77.5% ratios fail on 8.8% 15.0% not rated under S&P Shariah
ratios pass on 45.8% ratios fail on 28.8% 26.7% not rated under MSCI Islamic
ratios pass on 77.5% ratios fail on 8.8% 15.0% not rated under MSCI Islamic M-Series
ratios pass on 62.3% ratios fail on 23.5% 15.5% not rated under FTSE Shariah
87 of 101 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 80 (91% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| GS Goldman Sachs Group, Inc. (The) | 1.07% |
| HWM Howmet Aerospace, Inc. | 0.78% |
| WMB Williams Cos., Inc. (The) | 0.75% |
| CASY Casey's General Stores, Inc. | 0.70% |
| HLT Hilton Worldwide Holdings, Inc. | 0.67% |
| DE Deere & Co. | 0.67% |
| RTX RTX Corp. | 0.66% |
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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.
JGTUX (JGTUX) 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 JGTUX — 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) | 50.10 | NEUTRAL |
| Stochastic %K (14) | 71.28 | NEUTRAL |
| CCI (20) | 31.03 | NEUTRAL |
| Williams %R (14) | -28.72 | NEUTRAL |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | 0.64 | BUY |
| Momentum (10) | 0.27 | BUY |
| EMA (10) | 42.05 | BUY |
| SMA (10) | 42.12 | BUY |
| EMA (20) | 42.21 | BUY |
| SMA (20) | 42.18 | BUY |
| EMA (30) | 42.32 | SELL |
| SMA (30) | 42.55 | SELL |
| EMA (50) | 42.44 | SELL |
| SMA (50) | 42.44 | SELL |
| EMA (100) | 42.41 | SELL |
| SMA (100) | 42.97 | SELL |
| EMA (200) | 42.02 | BUY |
| SMA (200) | 41.86 | BUY |
The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential. The fund 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.