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.
MFS Global Real Estate Fund · MFS SERIES TRUST XIII
62 holdings · as of 2026-05-31 (3.6 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.
NON-COMPLIANT 58.44% of portfolio weight is in non-compliant holdings, over the 5% threshold.
62 holdings, 44 matched (85% of weight). Portfolio as of 2026-05-31, filed 2026-07-27. Source: SEC Form N-PORT.
1.64% of this portfolio’s income is non-permissible — weighted across holdings, computed over 80% of portfolio weight (42 of 62 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.
26.3% compliant 0.0% questionable 58.4% non-compliant 15.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| PLD Prologis Inc | COMPLIANT | 8.39% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| EQIX Equinix Inc | COMPLIANT | 5.72% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| GMG.AX Goodman Group | NON_COMPLIANT | 4.02% | AAOIFI10.2% Usmani18.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic18.2% MSCI Islamic M-Seriesfail FTSE Shariah18.2% |
| SPG Simon Property Group Inc | NON_COMPLIANT | 3.86% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| VTR Ventas Inc | COMPLIANT | 3.82% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| DLR Digital Realty Trust Inc | COMPLIANT | 3.69% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| 8802.T Mitsubishi Estate Co Ltd | NON_COMPLIANT | 2.97% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BXP BXP Inc | NON_COMPLIANT | 2.62% | AAOIFI8.5% Usmani3.9% Dow Jones Islamic9.4% S&P Shariah9.9% MSCI Islamic3.9% MSCI Islamic M-Series9.9% FTSE Shariah3.9% |
| VICI VICI Properties Inc | NON_COMPLIANT | 2.41% | AAOIFI57.8% Usmani35.1% Dow Jones Islamic55.7% S&P Shariah58.1% MSCI Islamic35.1% MSCI Islamic M-Series58.1% FTSE Shariah35.1% |
| URW.PA Unibail-Rodamco-Westfield | NON_COMPLIANT | 2.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| JAN Janus Living Inc | COMPLIANT | 2.20% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| Lamar Advertising Co | UNSCREENED | 2.11% | no in-house ratios for this holding |
| FRT Federal Realty Investment Trust | NON_COMPLIANT | 2.11% | AAOIFI48.5% Usmani54.6% Dow Jones Islamic56.8% S&P Shariah59.6% MSCI Islamic54.6% MSCI Islamic M-Series59.6% FTSE Shariah54.6% |
| SCG.AX Scentre Group | NON_COMPLIANT | 2.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SGRO.L Segro PLC | NON_COMPLIANT | 1.98% | AAOIFI43.5% Usmani31.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic30.8% MSCI Islamic M-Seriesfail FTSE Shariah30.8% |
| HR Healthcare Realty Trust Inc | NON_COMPLIANT | 1.98% | AAOIFI63.6% Usmani46.3% Dow Jones Islamic71.4% S&P Shariah74.8% MSCI Islamic46.3% MSCI Islamic M-Series74.8% FTSE Shariah46.3% |
| DOC Healthpeak Properties Inc | NON_COMPLIANT | 1.94% | AAOIFI67.5% Usmani46.3% Dow Jones Islamic80.6% S&P Shariah86.7% MSCI Islamic46.3% MSCI Islamic M-Series86.7% FTSE Shariah46.3% |
| C38U.SI CapitaLand Integrated Commercial Trust | NON_COMPLIANT | 1.89% | AAOIFI53.3% Usmani36.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic36.5% MSCI Islamic M-Seriesfail FTSE Shariah36.5% |
| Equity Residential | UNSCREENED | 1.84% | no in-house ratios for this holding |
| Acadia Realty Trust | UNSCREENED | 1.83% | no in-house ratios for this holding |
| ESS Essex Property Trust Inc | NON_COMPLIANT | 1.67% | AAOIFI35.7% Usmani49.5% Dow Jones Islamic37.2% S&P Shariah39.3% MSCI Islamic49.5% MSCI Islamic M-Series39.3% FTSE Shariah49.5% |
| MAA Mid-America Apartment Communities Inc | NON_COMPLIANT | 1.66% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NNN REIT Inc | UNSCREENED | 1.63% | no in-house ratios for this holding |
| MFS Institutional Money Market Portfolio | UNSCREENED | 1.58% | no in-house ratios for this holding |
| KIM Kimco Realty Corp | NON_COMPLIANT | 1.56% | AAOIFI51.0% Usmani38.5% Dow Jones Islamic53.4% S&P Shariah57.5% MSCI Islamic38.5% MSCI Islamic M-Series57.5% FTSE Shariah38.5% |
| Highwoods Properties Inc | UNSCREENED | 1.52% | no in-house ratios for this holding |
| Ryman Hospitality Properties Inc | UNSCREENED | 1.51% | no in-house ratios for this holding |
| REG Regency Centers Corp | NON_COMPLIANT | 1.49% | AAOIFI36.3% Usmani38.4% Dow Jones Islamic38.6% S&P Shariah41.4% MSCI Islamic38.4% MSCI Islamic M-Series41.4% FTSE Shariah38.4% |
| EXR Extra Space Storage Inc | NON_COMPLIANT | 1.47% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LAND.L Land Securities Group PLC | NON_COMPLIANT | 1.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 8951.T Nippon Building Fund Inc | NON_COMPLIANT | 1.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 8953.T Japan Metropolitan Fund Invest | NON_COMPLIANT | 1.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GPT.AX GPT Group/The | NON_COMPLIANT | 1.37% | AAOIFI58.1% Usmani32.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic32.6% MSCI Islamic M-Seriesfail FTSE Shariah32.6% |
| CHC.AX Charter Hall Group | COMPLIANT | 1.35% | AAOIFI8.2% Usmani18.5% Dow Jones Islamic— S&P Shariah— MSCI Islamic18.4% MSCI Islamic M-Series— FTSE Shariah18.4% |
| REXR Rexford Industrial Realty Inc | NON_COMPLIANT | 1.28% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| SHUR.BR Shurgard Self Storage Ltd | NON_COMPLIANT | 1.25% | AAOIFI74.2% Usmani25.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.4% MSCI Islamic M-Seriesfail FTSE Shariah23.4% |
| CUZ Cousins Properties Inc | NON_COMPLIANT | 1.23% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| EPRT Essential Properties Realty Trust Inc | NON_COMPLIANT | 1.22% | AAOIFI45.0% Usmani39.1% Dow Jones Islamic49.1% S&P Shariah55.6% MSCI Islamic39.1% MSCI Islamic M-Series55.6% FTSE Shariah39.1% |
| LI.PA Klepierre SA | NON_COMPLIANT | 1.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 1972.HK Swire Properties Ltd | NON_COMPLIANT | 1.14% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ELS Equity LifeStyle Properties Inc | COMPLIANT | 1.14% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| Blackstone Digital Infrastructure Trust Inc | UNSCREENED | 1.09% | no in-house ratios for this holding |
| GRI.L Grainger PLC | NON_COMPLIANT | 1.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| H78.SI Hongkong Land Holdings Ltd | NON_COMPLIANT | 1.06% | AAOIFI33.7% Usmani15.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic15.3% MSCI Islamic M-Seriesfail FTSE Shariah15.3% |
| Americold Realty Trust Inc | UNSCREENED | 1.02% | no in-house ratios for this holding |
| AMH American Homes 4 Rent | NON_COMPLIANT | 0.91% | AAOIFI43.9% Usmani39.1% Dow Jones Islamic43.1% S&P Shariah43.1% MSCI Islamic39.1% MSCI Islamic M-Series43.1% FTSE Shariah39.1% |
| 8804.T Tokyo Tatemono Co Ltd | NON_COMPLIANT | 0.89% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BYG.L Big Yellow Group PLC | NON_COMPLIANT | 0.83% | AAOIFI30.3% Usmani16.5% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic15.9% MSCI Islamic M-Seriespass FTSE Shariah15.9% |
| 3249.T Industrial & Infrastructure Fund Investment Corp | NON_COMPLIANT | 0.81% | AAOIFI86.2% Usmani52.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic52.0% MSCI Islamic M-Seriesfail FTSE Shariah52.0% |
| Mitsui Fudosan Accommodations Fund Inc | UNSCREENED | 0.76% | no in-house ratios for this holding |
| LMP.L LondonMetric Property PLC | NON_COMPLIANT | 0.73% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WPHB.F Warehouses De Pauw CVA | NON_COMPLIANT | 0.66% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DLN.L Derwent London PLC | NON_COMPLIANT | 0.48% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| C2PU.SI Parkway Life Real Estate Investment Trust | NON_COMPLIANT | 0.16% | AAOIFI32.8% Usmani33.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic33.4% MSCI Islamic M-Seriesfail FTSE Shariah33.4% |
| Exchange traded | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Exchange traded | UNSCREENED | 0.04% | no in-house ratios for this holding |
| POUND STERLING | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Exchange traded | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SWISS FRANC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MEXICAN PESO (NEW) | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JAPANESE YEN | UNSCREENED | 0.00% | no in-house ratios for this holding |
| AUSTRALIAN DOLLAR | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 13 points of portfolio weight — 22.6% of it passes AAOIFI, 9.5% passes Usmani. 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 22.6% ratios fail on 52.7% 24.5% not rated under AAOIFI
ratios pass on 9.5% ratios fail on 64.6% 25.8% not rated under Usmani
ratios pass on 18.3% ratios fail on 55.7% 25.8% not rated under Dow Jones Islamic
ratios pass on 18.3% ratios fail on 55.7% 25.8% not rated under S&P Shariah
ratios pass on 10.7% ratios fail on 64.6% 24.5% not rated under MSCI Islamic
ratios pass on 18.3% ratios fail on 55.7% 25.8% not rated under MSCI Islamic M-Series
ratios pass on 10.7% ratios fail on 64.6% 24.5% not rated under FTSE Shariah
44 of 62 listed holdings carry our own per-methodology verdicts (85% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 31 (67% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| GMG.AX Goodman Group | 4.02% |
| SPG Simon Property Group Inc | 3.86% |
| 8802.T Mitsubishi Estate Co Ltd | 2.97% |
| BXP BXP Inc | 2.62% |
| VICI VICI Properties Inc | 2.41% |
| URW.PA Unibail-Rodamco-Westfield | 2.32% |
| FRT Federal Realty Investment Trust | 2.11% |
| SCG.AX Scentre Group | 2.06% |
| SGRO.L Segro PLC | 1.98% |
| HR Healthcare Realty Trust Inc | 1.98% |
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.
MGLIX (MGLIX) 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 MGLIX — 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) | 27.90 | BUY |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -126.27 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.04 | SELL |
| ROC (10) | -3.54 | SELL |
| Momentum (10) | -0.62 | SELL |
| EMA (10) | 17.15 | SELL |
| SMA (10) | 17.16 | SELL |
| EMA (20) | 17.35 | SELL |
| SMA (20) | 17.43 | SELL |
| EMA (30) | 17.47 | SELL |
| SMA (30) | 17.57 | SELL |
| EMA (50) | 17.56 | SELL |
| SMA (50) | 17.79 | SELL |
| EMA (100) | 17.46 | SELL |
| SMA (100) | 17.56 | SELL |
| EMA (200) | 17.05 | SELL |
| SMA (200) | 17.02 | SELL |
The fund normally invests at least 80% of the fund's net assets in U.S. and foreign real estate-related investments. It normally invests the fund's assets primarily in equity securities. The fund may invest the fund's assets in real estate-related investments of any size. MFS normally invests the fund's assets across different countries and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single country or region.
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.