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.
Lord Abbett Short Duration High Yield Fund · LORD ABBETT TRUST I
665 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 105% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 21.98% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 78% turns out to be. Matching more holdings can only raise this share, never lower it.
0.30% 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.
665 holdings, 185 matched (26% of weight). Portfolio as of 2026-04-30, filed 2026-06-29. Source: SEC Form N-PORT.
3.82% of this portfolio’s income is non-permissible — weighted across holdings, computed over 21% of portfolio weight (144 of 665 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 |
|---|---|---|---|
| Fidelity Investments | UNSCREENED | 4.85% | no in-house ratios for this holding |
| 7201.T NISSAN MOTOR CO | NON_COMPLIANT | 0.59% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.59% | no in-house ratios for this holding |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.59% | no in-house ratios for this holding |
| NOVELIS CORP | UNSCREENED | 0.58% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.56% | no in-house ratios for this holding |
| WULF COMPUTE LLC | UNSCREENED | 0.54% | no in-house ratios for this holding |
| Citibank NA | UNSCREENED | 0.54% | no in-house ratios for this holding |
| CRWV COREWEAVE INC | NON_COMPLIANT | 0.50% | AAOIFI74.8% Usmani53.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic53.4% MSCI Islamic M-Seriesfail FTSE Shariah32.3% |
| SV RNO PROPERTY OWNER 1 | UNSCREENED | 0.49% | no in-house ratios for this holding |
| HLF FIN SARL LLC/HERBALI | UNSCREENED | 0.48% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.46% | no in-house ratios for this holding |
| NOBLE FINANCE II LLC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.45% | no in-house ratios for this holding |
| FLASH COMPUTE LLC | UNSCREENED | 0.45% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| VAL VALARIS LTD | COMPLIANT | 0.43% | AAOIFI18.9% Usmani21.4% Dow Jones Islamic27.9% S&P Shariah26.0% MSCI Islamic21.4% MSCI Islamic M-Series26.0% FTSE Shariah20.0% |
| KEDRION SPA | UNSCREENED | 0.43% | no in-house ratios for this holding |
| FLL FULL HOUSE RESORTS INC | NON_COMPLIANT | 0.43% | AAOIFI691.0% Usmani83.6% Dow Jones Islamic424.7% S&P Shariah376.7% MSCI Islamic83.2% MSCI Islamic M-Series376.7% FTSE Shariah74.5% |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.43% | no in-house ratios for this holding |
| RR DONNELLEY & SONS CO | UNSCREENED | 0.42% | no in-house ratios for this holding |
| PARAMOUNT GLOBAL | UNSCREENED | 0.41% | no in-house ratios for this holding |
| VISTAJET MALTA/VM HOLDS | UNSCREENED | 0.40% | no in-house ratios for this holding |
| STWD STARWOOD PROPERTY TRUST | NON_COMPLIANT | 0.39% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KRAKEN OIL & GAS PARTNER | UNSCREENED | 0.38% | no in-house ratios for this holding |
| CIPHER COMPUTE LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| SOIL.TO SATURN OIL & GAS INC | NON_COMPLIANT | 0.38% | AAOIFI70.6% Usmani40.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic37.8% MSCI Islamic M-Seriesfail FTSE Shariah37.8% |
| WILDFIRE INTERMEDIATE HO | UNSCREENED | 0.38% | no in-house ratios for this holding |
| VICTRA HLDG/VICTRA FIN | UNSCREENED | 0.38% | no in-house ratios for this holding |
| BKV UPSTREAM MIDSTREAM L | UNSCREENED | 0.38% | no in-house ratios for this holding |
| ALUMINA PTY LTD | UNSCREENED | 0.38% | no in-house ratios for this holding |
| ALBION FINANCING 1SARL / | UNSCREENED | 0.37% | no in-house ratios for this holding |
| AMC GLOBAL MEDIA INC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| CATURUS ENERGY LLC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| ALLIED UNIVERSAL | UNSCREENED | 0.37% | no in-house ratios for this holding |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.37% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| 4755.T RAKUTEN GROUP INC | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| MIWD HLDCO II/MIWD FIN | UNSCREENED | 0.37% | no in-house ratios for this holding |
| BORR IHC LTD / BORR FIN | UNSCREENED | 0.37% | no in-house ratios for this holding |
| VERMILION ENERGY INC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| SMYRNA READY MIX CONCRET | UNSCREENED | 0.36% | no in-house ratios for this holding |
| LXU LSB INDUSTRIES | NON_COMPLIANT | 0.36% | AAOIFI59.7% Usmani39.7% Dow Jones Islamic72.4% S&P Shariah73.8% MSCI Islamic39.7% MSCI Islamic M-Series73.8% FTSE Shariah36.0% |
| CORE SCIENTIFIC FINANCE | UNSCREENED | 0.35% | no in-house ratios for this holding |
| WNC WABASH NATIONAL CORP | NON_COMPLIANT | 0.35% | AAOIFI105.1% Usmani43.2% Dow Jones Islamic110.5% S&P Shariah81.3% MSCI Islamic43.2% MSCI Islamic M-Series81.3% FTSE Shariah40.5% |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FORD MOTOR CREDIT CO LLC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.35% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| PCG PG&E CORP | NON_COMPLIANT | 0.35% | AAOIFI201.1% Usmani43.7% Dow Jones Islamic141.7% S&P Shariah142.1% MSCI Islamic43.7% MSCI Islamic M-Series142.1% FTSE Shariah43.3% |
| SWAP CCPC BANK OF AMERICA COC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| DCLI BIDCO LLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| UWMC UWM HOLDINGS LLC | NON_COMPLIANT | 0.34% | AAOIFI132.9% Usmani16.6% Dow Jones Islamic663.7% S&P Shariah613.5% MSCI Islamic16.6% MSCI Islamic M-Series613.5% FTSE Shariah16.6% |
| CCL CARNIVAL CORP | NON_COMPLIANT | 0.34% | AAOIFI83.4% Usmani51.4% Dow Jones Islamic87.3% S&P Shariah102.4% MSCI Islamic51.4% MSCI Islamic M-Series102.4% FTSE Shariah49.0% |
| RAND PARENT LLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| MAXAM PRILL SARL | UNSCREENED | 0.34% | no in-house ratios for this holding |
| AAP ADVANCE AUTO PARTS | NON_COMPLIANT | 0.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| STONEGATE PUB FIN | UNSCREENED | 0.34% | no in-house ratios for this holding |
| MACQUARIE AIRFINANCE HLD | UNSCREENED | 0.33% | no in-house ratios for this holding |
| LINDBLAD EXPEDITIONS LLC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| JB POINDEXTER & CO INC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| KXIAY KIOXIA HOLDINGS CORP | COMPLIANT | 0.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COMPASS MINERALS INTERNA | UNSCREENED | 0.32% | no in-house ratios for this holding |
| EFESTO BIDCO SPA/US LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| US ACUTE CARE SOLUTIONS | UNSCREENED | 0.32% | no in-house ratios for this holding |
| ALTG ALTA EQUIPMENT GROUP | NON_COMPLIANT | 0.32% | AAOIFI304.2% Usmani47.6% Dow Jones Islamic292.0% S&P Shariah244.5% MSCI Islamic45.8% MSCI Islamic M-Series244.5% FTSE Shariah37.6% |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.32% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| CERDIA FINANZ GMBH | UNSCREENED | 0.32% | no in-house ratios for this holding |
| CORONADO FINANCE PTY LTD | UNSCREENED | 0.31% | no in-house ratios for this holding |
| RAIN CARBON INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| VELOCITY VEHICLE GROUP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| RFNA LP | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ALGOMA STEEL INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| CPM Holdings Inc | UNSCREENED | 0.31% | no in-house ratios for this holding |
| MAUSER PACKAGING SOLUT | UNSCREENED | 0.30% | no in-house ratios for this holding |
| MERIDIAN ARC HOLDCO LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| CLYDESDALE ACQUISITION | UNSCREENED | 0.30% | no in-house ratios for this holding |
| GLOBAL MARINE INC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| MARKET BIDCO FINCO PLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| DEXKO GLOBAL INC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| MOSS CREEK RESOURCES HLD | UNSCREENED | 0.30% | no in-house ratios for this holding |
| SESI LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| ARDONAGH FINCO LTD | UNSCREENED | 0.30% | no in-house ratios for this holding |
| CABO CABLE ONE INC | NON_COMPLIANT | 0.30% | AAOIFI2132.1% Usmani66.7% Dow Jones Islamic308.1% S&P Shariah202.5% MSCI Islamic66.7% MSCI Islamic M-Series202.5% FTSE Shariah66.5% |
| VELOCITY COM CAP LLC | UNSCREENED | 0.30% | no in-house ratios for this holding |
| EMPIRE RESORTS INC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CROSSCOUNTRY INTER | UNSCREENED | 0.29% | no in-house ratios for this holding |
| FTRE FORTREA HOLDINGS INC | NON_COMPLIANT | 0.29% | AAOIFI66.4% Usmani41.2% Dow Jones Islamic92.8% S&P Shariah65.5% MSCI Islamic41.2% MSCI Islamic M-Series65.5% FTSE Shariah38.8% |
| LGI HOMES INC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| TRIVIUM PACKAGING FIN | UNSCREENED | 0.29% | no in-house ratios for this holding |
| WILLIAM CARTER | UNSCREENED | 0.29% | no in-house ratios for this holding |
| BRANDYWINE OPER PARTNERS | UNSCREENED | 0.29% | no in-house ratios for this holding |
| STAR LEASING CO LLC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| FRVIA.PA FORVIA SE | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.29% | no in-house ratios for this holding |
| VERITIV OPERATING CO | UNSCREENED | 0.29% | no in-house ratios for this holding |
| PARK-OHIO INDUSTRIES INC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CUSHMAN & WAKEFIELD US | UNSCREENED | 0.29% | no in-house ratios for this holding |
| ARETEC GROUP INC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| GRAFTECH GLOBAL ENTERPRI | UNSCREENED | 0.28% | no in-house ratios for this holding |
| CHC GROUP LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ORGANON & CO/ORGANON FOR | UNSCREENED | 0.27% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.27% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| CVR PARTNERS/CVR NITROGE | UNSCREENED | 0.27% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.27% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| Tank Holding Corp | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CCL CARNIVAL CORP | NON_COMPLIANT | 0.27% | AAOIFI83.4% Usmani51.4% Dow Jones Islamic87.3% S&P Shariah102.4% MSCI Islamic51.4% MSCI Islamic M-Series102.4% FTSE Shariah49.0% |
| PHH ESCROW ISS LCC/PHH C | UNSCREENED | 0.27% | no in-house ratios for this holding |
| JETBLUE AIRWAYS/LOYALTY | UNSCREENED | 0.27% | no in-house ratios for this holding |
| BORR IHC LTD / BORR FIN | UNSCREENED | 0.26% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.26% | no in-house ratios for this holding |
| CRESCENT ENERGY FINANCE | UNSCREENED | 0.26% | no in-house ratios for this holding |
| AXON AXON ENTERPRISE INC | COMPLIANT | 0.26% | AAOIFI4.4% Usmani24.5% Dow Jones Islamic4.0% S&P Shariah4.9% MSCI Islamic24.5% MSCI Islamic M-Series4.9% FTSE Shariah23.1% |
| TGNR INTERMEDIATE HOLDIN | UNSCREENED | 0.26% | no in-house ratios for this holding |
| PARK RIVER HOLDINGS INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| FIVE POINT OPERATING CO | UNSCREENED | 0.25% | no in-house ratios for this holding |
| MAXIM CRANE WORKS LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| STAR PARENT INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| TRONOX INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| P&L DEV LLC/PLD FIN CORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| TRANSOCEAN INTERNTNL LTD | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CYPRIUM CORP/CYPRIUM HOL | UNSCREENED | 0.25% | no in-house ratios for this holding |
| INFINITY NATURAL RESOURC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| AMS.SW AMS-OSRAM AG | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SEASPAN CORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| PBF HOLDING CO LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| UAL UNITED AIRLINES HOLDINGS | NON_COMPLIANT | 0.25% | AAOIFI93.1% Usmani39.8% Dow Jones Islamic109.0% S&P Shariah132.3% MSCI Islamic39.8% MSCI Islamic M-Series132.3% FTSE Shariah31.3% |
| CONNECT FINCO SARL/CONNE | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SXC SUNCOKE ENERGY INC | NON_COMPLIANT | 0.25% | AAOIFI74.8% Usmani37.9% Dow Jones Islamic97.5% S&P Shariah94.6% MSCI Islamic37.6% MSCI Islamic M-Series94.6% FTSE Shariah37.5% |
| AMERICAN AIRLINES INC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SIX FLAGS ENTERTAINME | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CZECHOSLOVAK GROUP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| CARRIAGE PURCHASER INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| PFSI PENNYMAC FIN SVCS INC | NON_COMPLIANT | 0.24% | AAOIFI169.1% Usmani21.2% Dow Jones Islamic120.8% S&P Shariah129.5% MSCI Islamic21.2% MSCI Islamic M-Series129.5% FTSE Shariah21.2% |
| HILCORP ENERGY I/HILCORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| 888 ACQUISITIONS LTD | UNSCREENED | 0.24% | no in-house ratios for this holding |
| ZF NA CAPITAL | UNSCREENED | 0.23% | no in-house ratios for this holding |
| WE SODA INV HOLDING PLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| JW ALUMINUM CONT CAST CO | UNSCREENED | 0.23% | no in-house ratios for this holding |
| PLANET FINANCIAL GROUP | UNSCREENED | 0.23% | no in-house ratios for this holding |
| XPLR INFRAST OPERATING | UNSCREENED | 0.23% | no in-house ratios for this holding |
| ICELAND BONDCO PLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| SAMARCO MINERACAO SA | UNSCREENED | 0.23% | no in-house ratios for this holding |
| K HOVNANIAN ENTERPRISES | UNSCREENED | 0.23% | no in-house ratios for this holding |
| GLOBAL AUTO HO/AAG FH UK | UNSCREENED | 0.23% | no in-house ratios for this holding |
| MRP MILLROSE PROPERTIES INC | NON_COMPLIANT | 0.23% | AAOIFI50.2% Usmani25.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic25.5% MSCI Islamic M-Seriesfail FTSE Shariah25.5% |
| GFF GRIFFON CORPORATION | COMPLIANT | 0.23% | AAOIFI29.6% Usmani72.8% Dow Jones Islamic37.0% S&P Shariah39.4% MSCI Islamic72.8% MSCI Islamic M-Series39.4% FTSE Shariah69.0% |
| United FP Holdings LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| STT STATE STREET CORP | NON_COMPLIANT | 0.22% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STAPLES INC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| VLY VALLEY NATIONAL BANCORP | NON_COMPLIANT | 0.22% | AAOIFI41.6% Usmani5.0% Dow Jones Islamic57.4% S&P Shariah64.9% MSCI Islamic5.0% MSCI Islamic M-Series64.9% FTSE Shariah5.0% |
| BLOOMIN' BRANDS INC/OSI | UNSCREENED | 0.22% | no in-house ratios for this holding |
| C&S GROUP ENTERPRISES LL | UNSCREENED | 0.22% | no in-house ratios for this holding |
| SPECIALTY BUILDING PRODU | UNSCREENED | 0.22% | no in-house ratios for this holding |
| FREEDOM MORTGAGE HOLD | UNSCREENED | 0.22% | no in-house ratios for this holding |
| TALOS PRODUCTION INC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ICE Intercontinental Exchange, Inc. | NON_COMPLIANT | 0.22% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| MCGRAW-HILL EDUCATION | UNSCREENED | 0.22% | no in-house ratios for this holding |
| BELLIS ACQUISITION CO PL | UNSCREENED | 0.21% | no in-house ratios for this holding |
| CDE COEUR MINING INC | COMPLIANT | 0.21% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.2% MSCI Islamic0.1% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| NBR NABORS INDUSTRIES INC | NON_COMPLIANT | 0.21% | AAOIFI154.2% Usmani48.2% Dow Jones Islamic251.0% S&P Shariah247.4% MSCI Islamic48.2% MSCI Islamic M-Series247.4% FTSE Shariah48.0% |
| CONTOURGLOBAL POWER HLDG | UNSCREENED | 0.21% | no in-house ratios for this holding |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DREAM FINDERS HOMES INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| HUNT COS INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| SEADRILL FINANCE LTD | UNSCREENED | 0.21% | no in-house ratios for this holding |
| NAVI NAVIENT CORP | NON_COMPLIANT | 0.20% | AAOIFI4909.2% Usmani93.7% Dow Jones Islamic3945.0% S&P Shariah3430.3% MSCI Islamic93.7% MSCI Islamic M-Series3430.3% FTSE Shariah93.7% |
| GLOBAL AUTO HO/AAG FH UK | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| HILCORP ENERGY I/HILCORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.20% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| MOHEGAN TRIBAL / MS DIG | UNSCREENED | 0.20% | no in-house ratios for this holding |
| TRANSOCEAN INTERNTNL LTD | UNSCREENED | 0.20% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| AES AES CORP/THE | NON_COMPLIANT | 0.20% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| HA SUSTAINABLE INF CAP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ATLCP ATLANTICUS HOLDINGS CORP | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GULFPORT ENERGY OP CORP | UNSCREENED | 0.20% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BRAND INDUSTRIAL SERVICE | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ZIGGO BOND CO BV | UNSCREENED | 0.20% | no in-house ratios for this holding |
| FLEX FLEX LTD | COMPLIANT | 0.20% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| ALLIANCE RES OP/FINANCE | UNSCREENED | 0.20% | no in-house ratios for this holding |
| EMRLD BOR / EMRLD CO-ISS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| STANDARD BUILDING SOLUTI | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MCHP MICROCHIP TECHNOLOGY INC | COMPLIANT | 0.20% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| RESORTS WORLD/RWLV CAP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CRESCENT ENERGY FINANCE | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BBD-A.TO BOMBARDIER INC | COMPLIANT | 0.19% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| CITGO PETROLEUM CORP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PSX PHILLIPS 66 CO | NON_COMPLIANT | 0.19% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.19% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| MINERAL RESOURCES LTD | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.19% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| TOUCAN FINCO LTD/CAN/US | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Fixed Income Clearing Corp. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CRK COMSTOCK RESOURCES INC | NON_COMPLIANT | 0.19% | AAOIFI71.2% Usmani42.1% Dow Jones Islamic59.6% S&P Shariah70.6% MSCI Islamic42.1% MSCI Islamic M-Series70.6% FTSE Shariah41.2% |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.19% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| ORCL ORACLE CORP | COMPLIANT | 0.19% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| IRIS Holdings Inc | UNSCREENED | 0.19% | no in-house ratios for this holding |
| GOAT HOLDCO LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| LFS TOPCO LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ILFC E-CAPITAL TRUST I | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Conair Holdings LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.19% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| ARDAGH GROUP SA | UNSCREENED | 0.19% | no in-house ratios for this holding |
| TEAM HEALTH HOLDINGS INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| VISTAJET MALTA/VM HOLDS | UNSCREENED | 0.19% | no in-house ratios for this holding |
| VST VISTRA CORP | NON_COMPLIANT | 0.18% | AAOIFI39.4% Usmani46.0% Dow Jones Islamic36.7% S&P Shariah46.3% MSCI Islamic46.0% MSCI Islamic M-Series46.3% FTSE Shariah46.0% |
| RIVIAN HLD/AUTO LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| DELEK LOG PART/FINANCE | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Fortiva Retail Prime Master Note Business Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| COMPASS GROUP DIVERSIFIE | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.18% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| BEAZER HOMES USA | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CALDERYS FINANCING II | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SOTHEBY'S | UNSCREENED | 0.18% | no in-house ratios for this holding |
| DIVERSIFIED HEALTHCARE T | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CNTRL PARENT/CDK GLB INC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| JELD-WEN INC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.18% | no in-house ratios for this holding |
| FLORA FOOD MANAGEMENT BV | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SM SM ENERGY CO | COMPLIANT | 0.18% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CSN ISLANDS XI CORP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Sinclair Television Group Inc | UNSCREENED | 0.18% | no in-house ratios for this holding |
| EGO ELDORADO GOLD CORP | COMPLIANT | 0.18% | AAOIFI8.2% Usmani19.0% Dow Jones Islamic24.3% S&P Shariah29.2% MSCI Islamic19.0% MSCI Islamic M-Series29.2% FTSE Shariah19.0% |
| HERTZ CORP/THE | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Crash Champions LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| USA COM PART/USA COM FIN | UNSCREENED | 0.17% | no in-house ratios for this holding |
| IVN.TO IVANHOE MINES LTD | NON_COMPLIANT | 0.17% | AAOIFI10.4% Usmani16.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic16.6% MSCI Islamic M-Seriesfail FTSE Shariah16.6% |
| FREEDOM MORTGAGE CORP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| STWD STARWOOD PROPERTY TRUST | NON_COMPLIANT | 0.17% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Sinclair Television Group Inc | UNSCREENED | 0.17% | no in-house ratios for this holding |
| NESCO HOLDINGS II INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| NCL FINANCE LTD | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CRM Series Seller 2025,LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AZORRA FINANCE | UNSCREENED | 0.16% | no in-house ratios for this holding |
| RVR DEALERSHIP HOLDINGS LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| PLAINS ALL AMERICAN PIPE | UNSCREENED | 0.16% | no in-house ratios for this holding |
| NATIONAL MENTOR HOLDINGS | UNSCREENED | 0.16% | no in-house ratios for this holding |
| AMERICAN AIRLINES/AADVAN | UNSCREENED | 0.16% | no in-house ratios for this holding |
| GGAM FINANCE LTD | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CAMELOT RETURN MERGER SU | UNSCREENED | 0.16% | no in-house ratios for this holding |
| ARSENAL AIC PARENT LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CALIFORNIA RESOURCES CRP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BLACKSTONE MORTGAGE TR | UNSCREENED | 0.16% | no in-house ratios for this holding |
| TELENET FINANCE LUX NOTE | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LIONS GATE CAPITAL HOL 1 | UNSCREENED | 0.16% | no in-house ratios for this holding |
| VIRGIN MEDIA SECURED FIN | UNSCREENED | 0.16% | no in-house ratios for this holding |
| ARIS ARIS MINING CORP | UNRATED | 0.16% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ADVANCION SCIENCES INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
The published standards disagree about this fund by 3 points of portfolio weight — 5.5% of it passes FTSE Shariah, 2.9% 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 4.1% ratios fail on 21.0% 79.7% not rated under AAOIFI
ratios pass on 3.2% ratios fail on 20.9% 80.6% not rated under Usmani
ratios pass on 3.3% ratios fail on 21.4% 80.0% not rated under Dow Jones Islamic
ratios pass on 2.9% ratios fail on 21.7% 80.1% not rated under S&P Shariah
ratios pass on 3.7% ratios fail on 20.5% 80.5% not rated under MSCI Islamic
ratios pass on 2.9% ratios fail on 21.8% 80.0% not rated under MSCI Islamic M-Series
ratios pass on 5.5% ratios fail on 18.8% 80.5% not rated under FTSE Shariah
137 of 665 listed holdings carry our own per-methodology verdicts (26% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 108 (21% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| 7201.T NISSAN MOTOR CO | 0.59% |
| CRWV COREWEAVE INC | 0.50% |
| FLL FULL HOUSE RESORTS INC | 0.43% |
| STWD STARWOOD PROPERTY TRUST | 0.39% |
| SOIL.TO SATURN OIL & GAS INC | 0.38% |
| EQPT EQUIPMENTSHARE.COM INC | 0.37% |
| 4755.T RAKUTEN GROUP INC | 0.37% |
| LXU LSB INDUSTRIES | 0.36% |
| WNC WABASH NATIONAL CORP | 0.35% |
| UBSG.SW UBS GROUP AG | 0.35% |
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.
LSYIX (LSYIX) 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 LSYIX — 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) | 37.80 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -145.62 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.01 | SELL |
| ROC (10) | -0.83 | SELL |
| Momentum (10) | -0.08 | SELL |
| EMA (10) | 9.54 | SELL |
| SMA (10) | 9.56 | SELL |
| EMA (20) | 9.55 | SELL |
| SMA (20) | 9.56 | SELL |
| EMA (30) | 9.55 | SELL |
| SMA (30) | 9.56 | SELL |
| EMA (50) | 9.53 | SELL |
| SMA (50) | 9.53 | SELL |
| EMA (100) | 9.49 | BUY |
| SMA (100) | 9.50 | BUY |
| EMA (200) | 9.39 | BUY |
| SMA (200) | 9.39 | BUY |
Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in lower-rated debt securities (commonly referred to as "high-yield" or "junk" bonds). It may invest up to 20% of its net assets in foreign securities. The manager defines foreign securities as securities of non-U.S. issuers that are denominated in non-U.S. currencies.
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.