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.
Global Endurance Portfolio · MORGAN STANLEY INSTITUTIONAL FUND INC
31 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 64.84% of portfolio weight is in non-compliant holdings, over the 5% threshold.
31 holdings, 21 matched (74% of weight). Portfolio as of 2026-06-30, filed 2026-08-21. Source: SEC Form N-PORT.
4.49% of this portfolio’s income is non-permissible — weighted across holdings, computed over 52% of portfolio weight (18 of 31 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.
10.2% compliant 0.0% questionable 63.5% non-compliant 26.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| VCP.L Victoria PLC | NON_COMPLIANT | 19.05% | AAOIFI1443.8% Usmani87.6% Dow Jones Islamic— S&P Shariah— MSCI Islamic73.3% MSCI Islamic M-Series— FTSE Shariah73.3% |
| Roivant Sciences Ltd | UNSCREENED | 7.26% | no in-house ratios for this holding |
| ABUS Arbutus Biopharma Corp | NON_COMPLIANT | 5.50% | AAOIFI0.1% Usmani0.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| Immunovant Inc | UNSCREENED | 4.86% | no in-house ratios for this holding |
| QXO QXO Inc | NON_COMPLIANT | 4.84% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| FND Floor & Decor Holdings Inc | NON_COMPLIANT | 4.83% | AAOIFI37.6% Usmani35.2% Dow Jones Islamic24.5% S&P Shariah21.9% MSCI Islamic35.2% MSCI Islamic M-Series21.9% FTSE Shariah3.4% |
| TFX Teleflex Inc | NON_COMPLIANT | 4.11% | AAOIFI50.9% Usmani44.0% Dow Jones Islamic46.9% S&P Shariah39.1% MSCI Islamic44.0% MSCI Islamic M-Series39.1% FTSE Shariah41.4% |
| RPRX Royalty Pharma PLC | COMPLIANT | 3.82% | AAOIFI24.4% Usmani45.2% Dow Jones Islamic60.3% S&P Shariah67.3% MSCI Islamic45.2% MSCI Islamic M-Series67.3% FTSE Shariah45.2% |
| DKNG DraftKings Inc | NON_COMPLIANT | 3.70% | AAOIFI11.2% Usmani31.4% Dow Jones Islamic7.9% S&P Shariah7.7% MSCI Islamic31.4% MSCI Islamic M-Series7.7% FTSE Shariah29.5% |
| Calumet Inc | UNSCREENED | 3.63% | no in-house ratios for this holding |
| Space Exploration Technologies Corp | UNSCREENED | 3.52% | no in-house ratios for this holding |
| URBN Urban Outfitters Inc | COMPLIANT | 3.09% | AAOIFI18.4% Usmani23.7% Dow Jones Islamic21.3% S&P Shariah24.2% MSCI Islamic23.7% MSCI Islamic M-Series24.2% FTSE Shariah0.0% |
| SHC Sotera Health Co | NON_COMPLIANT | 2.86% | AAOIFI40.3% Usmani68.6% Dow Jones Islamic50.9% S&P Shariah52.6% MSCI Islamic65.7% MSCI Islamic M-Series52.6% FTSE Shariah64.7% |
| TDAY USA TODAY Co Inc | NON_COMPLIANT | 2.62% | AAOIFI119.6% Usmani62.1% Dow Jones Islamic143.3% S&P Shariah167.2% MSCI Islamic62.1% MSCI Islamic M-Series167.2% FTSE Shariah53.1% |
| CPAY Corpay Inc | NON_COMPLIANT | 2.61% | AAOIFI56.5% Usmani53.7% Dow Jones Islamic65.8% S&P Shariah69.1% MSCI Islamic53.7% MSCI Islamic M-Series69.1% FTSE Shariah53.7% |
| SNX TD SYNNEX Corp | COMPLIANT | 2.57% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| Odyssey Marine Exploration Inc | UNSCREENED | 2.51% | no in-house ratios for this holding |
| Bright Horizons Family Solutions Inc | UNSCREENED | 2.47% | no in-house ratios for this holding |
| NKTR Nektar Therapeutics | NON_COMPLIANT | 2.41% | AAOIFI3.1% Usmani7.2% Dow Jones Islamic8.2% S&P Shariah11.3% MSCI Islamic7.2% MSCI Islamic M-Series11.3% FTSE Shariah0.0% |
| FLUT Flutter Entertainment PLC | NON_COMPLIANT | 2.41% | AAOIFI72.3% Usmani44.5% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic44.5% MSCI Islamic M-Series36.7% FTSE Shariah42.5% |
| DGE.L Diageo PLC | NON_COMPLIANT | 2.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| iPath Series B S&P 500 VIX Short-Term Futures ETN | UNSCREENED | 2.17% | no in-house ratios for this holding |
| SGI Somnigroup International Inc | NON_COMPLIANT | 2.03% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 1.97% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| RCO.PA Remy Cointreau SA | NON_COMPLIANT | 1.26% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 1.24% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| TAP Molson Coors Beverage Co | NON_COMPLIANT | 1.17% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| MC.PA LVMH Moet Hennessy Louis Vuitton SE | COMPLIANT | 0.96% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| HSBC Securities (USA) Inc. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Citigroup Global Markets Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
The published standards disagree about this fund by 12 points of portfolio weight — 16.3% of it passes FTSE Shariah, 4.0% 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 10.4% ratios fail on 57.4% 34.3% not rated under AAOIFI
ratios pass on 10.5% ratios fail on 59.0% 32.6% not rated under Usmani
ratios pass on 8.9% ratios fail on 39.9% 53.3% not rated under Dow Jones Islamic
ratios pass on 8.9% ratios fail on 39.9% 53.3% not rated under S&P Shariah
ratios pass on 4.0% ratios fail on 60.6% 37.5% not rated under MSCI Islamic
ratios pass on 8.9% ratios fail on 39.9% 53.3% not rated under MSCI Islamic M-Series
ratios pass on 16.3% ratios fail on 53.2% 32.6% not rated under FTSE Shariah
20 of 31 listed holdings carry our own per-methodology verdicts (75% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 17 (71% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
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.
MSJAX (MSJAX) 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 MSJAX — 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) | 41.70 | NEUTRAL |
| Stochastic %K (14) | 14.08 | BUY |
| CCI (20) | -148.46 | BUY |
| Williams %R (14) | -85.92 | BUY |
| MACD (12,26,9) | -0.07 | SELL |
| ROC (10) | -1.03 | SELL |
| Momentum (10) | -0.23 | SELL |
| EMA (10) | 22.23 | SELL |
| SMA (10) | 22.29 | SELL |
| EMA (20) | 22.35 | SELL |
| SMA (20) | 22.43 | SELL |
| EMA (30) | 22.38 | SELL |
| SMA (30) | 22.49 | SELL |
| EMA (50) | 22.27 | SELL |
| SMA (50) | 22.57 | SELL |
| EMA (100) | 21.81 | BUY |
| SMA (100) | 21.61 | BUY |
| EMA (200) | 21.14 | BUY |
| SMA (200) | 20.93 | BUY |
Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. The Adviser typically favors companies with rising returns on invested capital, above-average business visibility, strong free cash flow generation and an attractive risk/reward.
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.