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.
Disciplined Value Mid Cap Fund · John Hancock Funds III
137 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 41.94% of portfolio weight is in non-compliant holdings, over the 5% threshold.
137 holdings, 126 matched (93% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
1.43% of this portfolio’s income is non-permissible — weighted across holdings, computed over 85% of portfolio weight (116 of 137 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.
51.3% compliant 0.0% questionable 41.8% non-compliant 6.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| USFD US Foods Holding Corp. | COMPLIANT | 1.87% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| AMP Ameriprise Financial Inc. | NON_COMPLIANT | 1.61% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FTI TechnipFMC plc | COMPLIANT | 1.58% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| SPG Simon Property Group Inc. | NON_COMPLIANT | 1.56% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| LPLA LPL Financial Holdings Inc. | NON_COMPLIANT | 1.43% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| EBAY eBay Inc. | COMPLIANT | 1.41% | AAOIFI13.9% Usmani35.6% Dow Jones Islamic16.9% S&P Shariah19.4% MSCI Islamic35.6% MSCI Islamic M-Series19.4% FTSE Shariah33.4% |
| COR Cencora Inc. | COMPLIANT | 1.32% | AAOIFI18.9% Usmani14.0% Dow Jones Islamic20.8% S&P Shariah22.7% MSCI Islamic14.0% MSCI Islamic M-Series22.7% FTSE Shariah14.0% |
| CDW CDW Corporation | NON_COMPLIANT | 1.29% | AAOIFI31.3% Usmani34.6% Dow Jones Islamic29.1% S&P Shariah25.6% MSCI Islamic34.6% MSCI Islamic M-Series25.6% FTSE Shariah33.7% |
| ODFL Old Dominion Freight Line Inc. | COMPLIANT | 1.28% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.3% |
| AZO AutoZone Inc. | COMPLIANT | 1.26% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NTAP NetApp Inc. | COMPLIANT | 1.25% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| THC Tenet Healthcare Corporation | NON_COMPLIANT | 1.23% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| COKE Coca-Cola Consolidated Inc. | COMPLIANT | 1.21% | AAOIFI20.9% Usmani59.2% Dow Jones Islamic25.1% S&P Shariah29.1% MSCI Islamic59.1% MSCI Islamic M-Series29.1% FTSE Shariah56.7% |
| EXPD Expeditors International of Washington Inc. | COMPLIANT | 1.21% | AAOIFI2.3% Usmani11.0% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic11.0% MSCI Islamic M-Series3.2% FTSE Shariah0.0% |
| RS Reliance Inc. | COMPLIANT | 1.20% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| BALL Ball Corporation | NON_COMPLIANT | 1.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WTS Watts Water Technologies Inc. | COMPLIANT | 1.16% | AAOIFI0.9% Usmani3.7% Dow Jones Islamic1.2% S&P Shariah1.4% MSCI Islamic3.7% MSCI Islamic M-Series1.4% FTSE Shariah3.7% |
| TXT Textron Inc. | NON_COMPLIANT | 1.15% | AAOIFI3.0% Usmani2.2% Dow Jones Islamic2.7% S&P Shariah2.6% MSCI Islamic2.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| GNRC Generac Holdings Inc. | COMPLIANT | 1.14% | AAOIFI10.8% Usmani21.2% Dow Jones Islamic11.6% S&P Shariah12.8% MSCI Islamic21.0% MSCI Islamic M-Series12.8% FTSE Shariah21.0% |
| ZBRA Zebra Technologies Corporation | COMPLIANT | 1.14% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| MCHP Microchip Technology Incorporated | COMPLIANT | 1.12% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| DGX Quest Diagnostics Incorporated | COMPLIANT | 1.12% | AAOIFI24.4% Usmani37.7% Dow Jones Islamic32.1% S&P Shariah35.4% MSCI Islamic37.7% MSCI Islamic M-Series35.4% FTSE Shariah33.3% |
| DTE DTE Energy Company | NON_COMPLIANT | 1.12% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| ALLE Allegion plc | COMPLIANT | 1.06% | AAOIFI17.0% Usmani41.5% Dow Jones Islamic17.5% S&P Shariah18.7% MSCI Islamic41.5% MSCI Islamic M-Series18.7% FTSE Shariah37.9% |
| MKL Markel Group Inc. | NON_COMPLIANT | 1.06% | AAOIFI19.3% Usmani6.1% Dow Jones Islamic18.3% S&P Shariah19.5% MSCI Islamic6.1% MSCI Islamic M-Series19.5% FTSE Shariah6.1% |
| Packaging Corporation of America | UNSCREENED | 1.03% | no in-house ratios for this holding |
| Lamar Advertising Company | UNSCREENED | 1.03% | no in-house ratios for this holding |
| EWBC East West Bancorp Inc. | NON_COMPLIANT | 1.02% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| HWM Howmet Aerospace Inc. | NON_COMPLIANT | 1.01% | AAOIFI5.1% Usmani35.2% Dow Jones Islamic6.2% S&P Shariah7.9% MSCI Islamic35.2% MSCI Islamic M-Series7.9% FTSE Shariah34.0% |
| SGI Somnigroup International Inc. | NON_COMPLIANT | 1.00% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| MGR Affiliated Managers Group Inc. | NON_COMPLIANT | 1.00% | AAOIFI33.2% Usmani31.9% Dow Jones Islamic526.5% S&P Shariah509.8% MSCI Islamic31.9% MSCI Islamic M-Series509.8% FTSE Shariah31.9% |
| WSM Williams-Sonoma Inc. | COMPLIANT | 0.99% | AAOIFI5.6% Usmani27.7% Dow Jones Islamic6.9% S&P Shariah7.7% MSCI Islamic27.7% MSCI Islamic M-Series7.7% FTSE Shariah0.0% |
| State Street Bank and Trust Company | UNSCREENED | 0.99% | no in-house ratios for this holding |
| MAS Masco Corporation | COMPLIANT | 0.98% | AAOIFI23.0% Usmani61.8% Dow Jones Islamic22.1% S&P Shariah22.3% MSCI Islamic61.5% MSCI Islamic M-Series22.3% FTSE Shariah56.3% |
| FTDR Frontdoor Inc. | COMPLIANT | 0.97% | AAOIFI21.6% Usmani55.3% Dow Jones Islamic28.3% S&P Shariah32.2% MSCI Islamic55.3% MSCI Islamic M-Series32.2% FTSE Shariah54.4% |
| MPC Marathon Petroleum Corporation | NON_COMPLIANT | 0.97% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| PGR The Progressive Corporation | NON_COMPLIANT | 0.95% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| NVR NVR Inc. | COMPLIANT | 0.94% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STE STERIS plc | COMPLIANT | 0.93% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| SOLV Solventum Corporation | NON_COMPLIANT | 0.92% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| GEN Gen Digital Inc. | NON_COMPLIANT | 0.92% | AAOIFI44.3% Usmani52.6% Dow Jones Islamic51.3% S&P Shariah54.5% MSCI Islamic52.6% MSCI Islamic M-Series54.5% FTSE Shariah52.1% |
| PR Permian Resources Corporation | COMPLIANT | 0.91% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| REG Regency Centers Corporation | NON_COMPLIANT | 0.90% | AAOIFI36.3% Usmani38.4% Dow Jones Islamic38.6% S&P Shariah41.4% MSCI Islamic38.4% MSCI Islamic M-Series41.4% FTSE Shariah38.4% |
| RNR Renaissancere Holdings Ltd. | NON_COMPLIANT | 0.87% | AAOIFI17.0% Usmani4.2% Dow Jones Islamic18.5% S&P Shariah19.2% MSCI Islamic4.2% MSCI Islamic M-Series19.2% FTSE Shariah4.2% |
| SF Stifel Financial Corp. | NON_COMPLIANT | 0.87% | AAOIFI6.0% Usmani1.7% Dow Jones Islamic9.9% S&P Shariah11.2% MSCI Islamic1.7% MSCI Islamic M-Series11.2% FTSE Shariah1.7% |
| FLEX Flex Ltd. | COMPLIANT | 0.84% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| EXPE Expedia Group Inc. | NON_COMPLIANT | 0.83% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| AME AMETEK Inc. | COMPLIANT | 0.81% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| CACC Credit Acceptance Corporation | NON_COMPLIANT | 0.81% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EGP Eastgroup Properties Inc. | COMPLIANT | 0.80% | AAOIFI15.0% Usmani29.2% Dow Jones Islamic17.6% S&P Shariah18.6% MSCI Islamic29.2% MSCI Islamic M-Series18.6% FTSE Shariah29.2% |
| OGE OGE Energy Corp. | NON_COMPLIANT | 0.80% | AAOIFI55.4% Usmani37.1% Dow Jones Islamic61.2% S&P Shariah67.4% MSCI Islamic37.1% MSCI Islamic M-Series67.4% FTSE Shariah37.1% |
| IDCC InterDigital Inc. | COMPLIANT | 0.79% | AAOIFI4.6% Usmani18.3% Dow Jones Islamic6.0% S&P Shariah7.5% MSCI Islamic18.3% MSCI Islamic M-Series7.5% FTSE Shariah17.8% |
| CI The Cigna Group | NON_COMPLIANT | 0.78% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| RBA RB Global Inc. | COMPLIANT | 0.78% | AAOIFI20.8% Usmani35.7% Dow Jones Islamic24.1% S&P Shariah26.9% MSCI Islamic35.7% MSCI Islamic M-Series26.9% FTSE Shariah23.1% |
| SEIC SEI Investments Company | COMPLIANT | 0.77% | AAOIFI0.2% Usmani1.1% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| MKC McCormick and Company Incorporated | NON_COMPLIANT | 0.76% | AAOIFI25.8% Usmani21.9% Dow Jones Islamic20.4% S&P Shariah20.4% MSCI Islamic21.9% MSCI Islamic M-Series20.4% FTSE Shariah21.9% |
| RRC Range Resources Corporation | COMPLIANT | 0.76% | AAOIFI10.4% Usmani13.4% Dow Jones Islamic11.6% S&P Shariah12.0% MSCI Islamic13.4% MSCI Islamic M-Series12.0% FTSE Shariah11.5% |
| Allison Transmission Holdings Inc. | UNSCREENED | 0.76% | no in-house ratios for this holding |
| ROST Ross Stores Inc. | COMPLIANT | 0.74% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| FANG Diamondback Energy Inc. | COMPLIANT | 0.73% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| BIIB Biogen Inc. | COMPLIANT | 0.73% | AAOIFI21.2% Usmani22.5% Dow Jones Islamic27.5% S&P Shariah24.3% MSCI Islamic22.5% MSCI Islamic M-Series24.3% FTSE Shariah21.3% |
| PSX Phillips 66 | NON_COMPLIANT | 0.72% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| LH Labcorp Holdings Inc. | COMPLIANT | 0.72% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| MUSA Murphy USA Inc. | COMPLIANT | 0.72% | AAOIFI29.4% Usmani56.5% Dow Jones Islamic30.8% S&P Shariah31.4% MSCI Islamic54.3% MSCI Islamic M-Series31.4% FTSE Shariah43.0% |
| RL Ralph Lauren Corporation | COMPLIANT | 0.72% | AAOIFI13.4% Usmani39.2% Dow Jones Islamic15.7% S&P Shariah18.9% MSCI Islamic36.2% MSCI Islamic M-Series18.9% FTSE Shariah16.2% |
| CACI International Inc. | UNSCREENED | 0.71% | no in-house ratios for this holding |
| Yum! Brands Inc. | UNSCREENED | 0.71% | no in-house ratios for this holding |
| XEL Xcel Energy Inc. | NON_COMPLIANT | 0.71% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| HBAN Huntington Bancshares Incorporated | NON_COMPLIANT | 0.70% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| ETR Entergy Corporation | NON_COMPLIANT | 0.68% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| LHX L3Harris Technologies Inc. | NON_COMPLIANT | 0.67% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| FAF First American Financial Corporation | NON_COMPLIANT | 0.67% | AAOIFI15.3% Usmani6.0% Dow Jones Islamic17.7% S&P Shariah18.6% MSCI Islamic6.0% MSCI Islamic M-Series18.6% FTSE Shariah6.0% |
| TRV The Travelers Companies Inc. | NON_COMPLIANT | 0.67% | AAOIFI11.8% Usmani6.3% Dow Jones Islamic14.9% S&P Shariah16.4% MSCI Islamic6.3% MSCI Islamic M-Series16.4% FTSE Shariah6.3% |
| NEU NewMarket Corporation | COMPLIANT | 0.66% | AAOIFI11.5% Usmani26.0% Dow Jones Islamic15.1% S&P Shariah16.2% MSCI Islamic26.0% MSCI Islamic M-Series16.2% FTSE Shariah23.6% |
| VVV Valvoline Inc. | NON_COMPLIANT | 0.66% | AAOIFI49.7% Usmani58.5% Dow Jones Islamic44.0% S&P Shariah42.7% MSCI Islamic58.5% MSCI Islamic M-Series42.7% FTSE Shariah47.6% |
| ARW Arrow Electronics Inc. | COMPLIANT | 0.66% | AAOIFI19.6% Usmani5.7% Dow Jones Islamic30.2% S&P Shariah31.0% MSCI Islamic5.7% MSCI Islamic M-Series31.0% FTSE Shariah5.7% |
| LECO Lincoln Electric Holdings Inc. | COMPLIANT | 0.65% | AAOIFI8.0% Usmani31.5% Dow Jones Islamic9.6% S&P Shariah9.9% MSCI Islamic31.5% MSCI Islamic M-Series9.9% FTSE Shariah30.2% |
| DOV Dover Corporation | COMPLIANT | 0.64% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| ACGL Arch Capital Group Ltd. | 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% |
| LSTR Landstar System Inc. | COMPLIANT | 0.62% | AAOIFI0.0% Usmani4.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PH Parker-Hannifin Corporation | COMPLIANT | 0.61% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| MSM MSC Industrial Direct Co. Inc. | COMPLIANT | 0.60% | AAOIFI8.2% Usmani22.3% Dow Jones Islamic11.4% S&P Shariah11.5% MSCI Islamic22.3% MSCI Islamic M-Series11.5% FTSE Shariah20.3% |
| CPAY Corpay Inc. | NON_COMPLIANT | 0.59% | AAOIFI56.5% Usmani53.7% Dow Jones Islamic65.8% S&P Shariah69.1% MSCI Islamic53.7% MSCI Islamic M-Series69.1% FTSE Shariah53.7% |
| CMC Commercial Metals Company | NON_COMPLIANT | 0.55% | AAOIFI44.9% Usmani37.8% Dow Jones Islamic53.4% S&P Shariah55.5% MSCI Islamic35.9% MSCI Islamic M-Series55.5% FTSE Shariah33.6% |
| ESS Essex Property Trust Inc. | NON_COMPLIANT | 0.54% | AAOIFI35.7% Usmani49.5% Dow Jones Islamic37.2% S&P Shariah39.3% MSCI Islamic49.5% MSCI Islamic M-Series39.3% FTSE Shariah49.5% |
| FE FirstEnergy Corp. | NON_COMPLIANT | 0.54% | AAOIFI101.8% Usmani48.1% Dow Jones Islamic111.3% S&P Shariah119.2% MSCI Islamic48.0% MSCI Islamic M-Series119.2% FTSE Shariah47.5% |
| CCEP.AS Coca-Cola Europacific Partners plc | COMPLIANT | 0.54% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ELS Equity LifeStyle Properties Inc. | COMPLIANT | 0.54% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| EQT EQT Corporation | COMPLIANT | 0.53% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| DHI D.R. Horton Inc. | COMPLIANT | 0.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| IQV IQVIA Holdings Inc. | NON_COMPLIANT | 0.52% | AAOIFI36.7% Usmani55.2% Dow Jones Islamic47.8% S&P Shariah44.8% MSCI Islamic54.4% MSCI Islamic M-Series44.8% FTSE Shariah53.4% |
| EVR Evercore Inc. | NON_COMPLIANT | 0.52% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 0.51% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| MMM 3M Company | COMPLIANT | 0.49% | AAOIFI15.2% Usmani37.7% Dow Jones Islamic16.6% S&P Shariah18.5% MSCI Islamic37.7% MSCI Islamic M-Series18.5% FTSE Shariah35.9% |
| NXPI NXP Semiconductors N.V. | COMPLIANT | 0.48% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| HALO Halozyme Therapeutics Inc. | COMPLIANT | 0.48% | AAOIFI17.2% Usmani83.3% Dow Jones Islamic27.4% S&P Shariah30.4% MSCI Islamic83.3% MSCI Islamic M-Series30.4% FTSE Shariah83.3% |
| UFPI UFP Industries Inc. | COMPLIANT | 0.48% | AAOIFI8.9% Usmani9.9% Dow Jones Islamic6.9% S&P Shariah6.6% MSCI Islamic9.9% MSCI Islamic M-Series6.6% FTSE Shariah5.7% |
| TEL TE Connectivity plc | COMPLIANT | 0.48% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| MCK McKesson Corporation | COMPLIANT | 0.48% | AAOIFI12.5% Usmani14.9% Dow Jones Islamic14.5% S&P Shariah15.8% MSCI Islamic14.7% MSCI Islamic M-Series15.8% FTSE Shariah12.5% |
| CSL Carlisle Companies Incorporated | COMPLIANT | 0.47% | AAOIFI21.3% Usmani46.4% Dow Jones Islamic18.5% S&P Shariah18.3% MSCI Islamic46.4% MSCI Islamic M-Series18.3% FTSE Shariah46.4% |
| CVCO Cavco Industries Inc. | COMPLIANT | 0.46% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| CF CF Industries Holdings Inc. | COMPLIANT | 0.45% | AAOIFI17.9% Usmani23.9% Dow Jones Islamic24.1% S&P Shariah24.7% MSCI Islamic23.9% MSCI Islamic M-Series24.7% FTSE Shariah21.3% |
| ARES Ares Management Corporation | 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% |
| VOYA Voya Financial Inc. | NON_COMPLIANT | 0.44% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| RKT Rocket Companies Inc. | NON_COMPLIANT | 0.44% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| CNP CenterPoint Energy Inc. | NON_COMPLIANT | 0.44% | AAOIFI86.2% Usmani47.1% Dow Jones Islamic94.4% S&P Shariah104.6% MSCI Islamic47.1% MSCI Islamic M-Series104.6% FTSE Shariah47.0% |
| KEYS Keysight Technologies Inc. | COMPLIANT | 0.43% | AAOIFI4.8% Usmani23.0% Dow Jones Islamic7.5% S&P Shariah8.4% MSCI Islamic23.0% MSCI Islamic M-Series8.4% FTSE Shariah21.1% |
| GNTX Gentex Corporation | COMPLIANT | 0.43% | AAOIFI0.2% Usmani0.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.4% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| EXR Extra Space Storage Inc. | NON_COMPLIANT | 0.42% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MAR Marriott International Inc. | NON_COMPLIANT | 0.42% | AAOIFI1.6% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| TPR Tapestry Inc. | COMPLIANT | 0.42% | AAOIFI16.9% Usmani59.3% Dow Jones Islamic18.9% S&P Shariah23.7% MSCI Islamic59.3% MSCI Islamic M-Series23.7% FTSE Shariah35.8% |
| SYF Synchrony Financial | NON_COMPLIANT | 0.42% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| WHD Cactus Inc. | COMPLIANT | 0.42% | AAOIFI0.8% Usmani2.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| GEHC GE HealthCare Technologies Inc. | NON_COMPLIANT | 0.40% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| ITT ITT Inc. | COMPLIANT | 0.39% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| REZI Resideo Technologies Inc. | NON_COMPLIANT | 0.37% | AAOIFI130.9% Usmani44.5% Dow Jones Islamic92.2% S&P Shariah104.2% MSCI Islamic44.5% MSCI Islamic M-Series104.2% FTSE Shariah40.7% |
| SLB Ltd | UNSCREENED | 0.37% | no in-house ratios for this holding |
| JBL Jabil Inc. | COMPLIANT | 0.37% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| Equity Residential | UNSCREENED | 0.37% | no in-house ratios for this holding |
| EFX Equifax Inc. | COMPLIANT | 0.37% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| DRI Darden Restaurants Inc. | NON_COMPLIANT | 0.36% | AAOIFI25.3% Usmani62.3% Dow Jones Islamic28.6% S&P Shariah30.9% MSCI Islamic48.7% MSCI Islamic M-Series30.9% FTSE Shariah18.1% |
| CHE Chemed Corporation | COMPLIANT | 0.35% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| GMED Globus Medical Inc. | COMPLIANT | 0.35% | AAOIFI1.1% Usmani2.0% Dow Jones Islamic1.1% S&P Shariah1.2% MSCI Islamic2.0% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| Q Qnity Electronics Inc. | COMPLIANT | 0.35% | AAOIFI17.6% Usmani31.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.6% MSCI Islamic M-Seriespass FTSE Shariah28.1% |
| SIRI Sirius XM Holdings Inc. | NON_COMPLIANT | 0.34% | AAOIFI96.8% Usmani34.8% Dow Jones Islamic120.6% S&P Shariah95.9% MSCI Islamic34.8% MSCI Islamic M-Series95.9% FTSE Shariah34.8% |
| WEX WEX Inc. | NON_COMPLIANT | 0.34% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| JH COLLATERAL | UNSCREENED | 0.34% | no in-house ratios for this holding |
| TopBuild Corp. | UNSCREENED | 0.30% | no in-house ratios for this holding |
| CALM Cal-Maine Foods Inc. | COMPLIANT | 0.30% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HCC Warrior Met Coal Inc. | COMPLIANT | 0.28% | AAOIFI2.8% Usmani8.1% Dow Jones Islamic4.2% S&P Shariah4.5% MSCI Islamic5.3% MSCI Islamic M-Series4.5% FTSE Shariah5.3% |
| Boyd Gaming Corporation | UNSCREENED | 0.28% | no in-house ratios for this holding |
| VNT Vontier Corporation | NON_COMPLIANT | 0.27% | AAOIFI35.9% Usmani40.3% Dow Jones Islamic30.9% S&P Shariah30.2% MSCI Islamic40.3% MSCI Islamic M-Series30.2% FTSE Shariah39.6% |
| VICI VICI Properties Inc. | NON_COMPLIANT | 0.25% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| NRG NRG Energy Inc. | NON_COMPLIANT | 0.23% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| CHDN Churchill Downs Incorporated | NON_COMPLIANT | 0.22% | AAOIFI79.8% Usmani63.5% Dow Jones Islamic63.2% S&P Shariah58.8% MSCI Islamic63.5% MSCI Islamic M-Series58.8% FTSE Shariah63.5% |
| TLN Talen Energy Corporation | NON_COMPLIANT | 0.20% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| DCI Donaldson Company Inc. | COMPLIANT | 0.14% | AAOIFI5.7% Usmani19.5% Dow Jones Islamic6.5% S&P Shariah6.8% MSCI Islamic19.5% MSCI Islamic M-Series6.8% FTSE Shariah19.5% |
The published standards disagree about this fund by 26 points of portfolio weight — 52.2% of it passes AAOIFI, 26.7% 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 52.2% ratios fail on 30.8% 17.2% not rated under AAOIFI
ratios pass on 30.7% ratios fail on 45.4% 24.0% not rated under Usmani
ratios pass on 48.5% ratios fail on 34.2% 17.5% not rated under Dow Jones Islamic
ratios pass on 46.9% ratios fail on 35.8% 17.5% not rated under S&P Shariah
ratios pass on 26.7% ratios fail on 52.9% 20.7% not rated under MSCI Islamic
ratios pass on 47.9% ratios fail on 34.8% 17.5% not rated under MSCI Islamic M-Series
ratios pass on 35.0% ratios fail on 45.2% 20.0% not rated under FTSE Shariah
126 of 137 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 120 (88% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| AMP Ameriprise Financial Inc. | 1.61% |
| SPG Simon Property Group Inc. | 1.56% |
| LPLA LPL Financial Holdings Inc. | 1.43% |
| CDW CDW Corporation | 1.29% |
| THC Tenet Healthcare Corporation | 1.23% |
| BALL Ball Corporation | 1.17% |
| TXT Textron Inc. | 1.15% |
| DTE DTE Energy Company | 1.12% |
| MKL Markel Group Inc. | 1.06% |
| EWBC East West Bancorp Inc. | 1.02% |
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.
JVMSX (JVMSX) 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 JVMSX — 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) | 36.60 | NEUTRAL |
| Stochastic %K (14) | 7.83 | BUY |
| CCI (20) | -121.39 | BUY |
| Williams %R (14) | -92.17 | BUY |
| MACD (12,26,9) | -0.12 | SELL |
| ROC (10) | -2.63 | SELL |
| Momentum (10) | -0.83 | SELL |
| EMA (10) | 31.04 | SELL |
| SMA (10) | 31.10 | SELL |
| EMA (20) | 31.26 | SELL |
| SMA (20) | 31.43 | SELL |
| EMA (30) | 31.29 | SELL |
| SMA (30) | 31.63 | SELL |
| EMA (50) | 31.13 | SELL |
| SMA (50) | 31.33 | SELL |
| EMA (100) | 30.52 | BUY |
| SMA (100) | 30.36 | BUY |
| EMA (200) | 29.52 | BUY |
| SMA (200) | 29.37 | BUY |
Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations. It may also invest up to 20% of its total assets in foreign currency-denominated securities.
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.