NSVAXETF / FundColumbia Small Cap Value and Inflection Fund
Verdicts genuinely change. Free email alert the moment NSVAX's does — no target price to set, unlike a price alert.
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.
Columbia Small Cap Value and Inflection Fund · COLUMBIA FUNDS SERIES TRUST
103 holdings
NON-COMPLIANT 64.79% of portfolio weight is in non-compliant holdings, over the 5% threshold.
103 holdings, 87 matched (83% of weight). Portfolio as of 2026-08-31, filed 2026-10-28. Source: SEC Form N-PORT.
4.08% of this portfolio’s income is non-permissible — weighted across holdings, computed over 72% of portfolio weight (75 of 103 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.
18.6% compliant 0.0% questionable 64.8% non-compliant 16.6% unscreened
All holdings (103)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| PECO Phillips Edison & Co Inc | NON_COMPLIANT | 1.87% | AAOIFI44.6% Usmani45.0% Dow Jones Islamic54.6% S&P Shariah57.5% MSCI Islamic45.0% MSCI Islamic M-Series57.5% FTSE Shariah45.0% |
| ESNT Essent Group Ltd | NON_COMPLIANT | 1.70% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Korn Ferry | UNSCREENED | 1.68% | no in-house ratios for this holding |
| NSIT Insight Enterprises Inc | NON_COMPLIANT | 1.67% | AAOIFI31.2% Usmani12.9% Dow Jones Islamic36.5% S&P Shariah31.5% MSCI Islamic12.9% MSCI Islamic M-Series31.5% FTSE Shariah12.9% |
| FULT Fulton Financial Corp | NON_COMPLIANT | 1.66% | AAOIFI509.7% Usmani67.9% Dow Jones Islamic666.8% S&P Shariah744.2% MSCI Islamic67.9% MSCI Islamic M-Series744.2% FTSE Shariah67.9% |
| ASB Associated Banc-Corp | NON_COMPLIANT | 1.65% | AAOIFI97.1% Usmani11.0% Dow Jones Islamic139.7% S&P Shariah156.7% MSCI Islamic11.0% MSCI Islamic M-Series156.7% FTSE Shariah11.0% |
| Texas Capital Bancshares Inc | UNSCREENED | 1.56% | no in-house ratios for this holding |
| ICUI ICU Medical Inc | NON_COMPLIANT | 1.56% | AAOIFI31.7% Usmani32.4% Dow Jones Islamic35.9% S&P Shariah38.3% MSCI Islamic32.3% MSCI Islamic M-Series38.3% FTSE Shariah31.0% |
| PII Polaris Inc | NON_COMPLIANT | 1.54% | AAOIFI47.5% Usmani31.8% Dow Jones Islamic52.1% S&P Shariah45.9% MSCI Islamic31.7% MSCI Islamic M-Series45.9% FTSE Shariah29.5% |
| NMIH NMI Holdings Inc | NON_COMPLIANT | 1.50% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BKU BankUnited Inc | NON_COMPLIANT | 1.44% | AAOIFI9.7% Usmani0.9% Dow Jones Islamic10.8% S&P Shariah12.2% MSCI Islamic0.9% MSCI Islamic M-Series12.2% FTSE Shariah0.9% |
| Broadstone Net Lease Inc | UNSCREENED | 1.41% | no in-house ratios for this holding |
| HRI Herc Holdings Inc | NON_COMPLIANT | 1.38% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| HG Hamilton Insurance Group Ltd | NON_COMPLIANT | 1.37% | AAOIFI4.3% Usmani1.5% Dow Jones Islamic9.7% S&P Shariah11.2% MSCI Islamic1.5% MSCI Islamic M-Series11.2% FTSE Shariah1.5% |
| REYN Reynolds Consumer Products Inc | NON_COMPLIANT | 1.36% | AAOIFI31.7% Usmani32.1% Dow Jones Islamic34.0% S&P Shariah32.5% MSCI Islamic32.1% MSCI Islamic M-Series32.5% FTSE Shariah30.0% |
| OPLN OPENLANE Inc | NON_COMPLIANT | 1.35% | AAOIFI12.9% Usmani11.7% Dow Jones Islamic19.7% S&P Shariah22.9% MSCI Islamic11.7% MSCI Islamic M-Series22.9% FTSE Shariah10.7% |
| Commercial Metals Co | UNSCREENED | 1.35% | no in-house ratios for this holding |
| Avient Corp | UNSCREENED | 1.33% | no in-house ratios for this holding |
| CWK Cushman & Wakefield Ltd | NON_COMPLIANT | 1.32% | AAOIFI94.4% Usmani40.1% Dow Jones Islamic97.5% S&P Shariah107.0% MSCI Islamic40.1% MSCI Islamic M-Series107.0% FTSE Shariah35.1% |
| TEX Terex Corp | NON_COMPLIANT | 1.31% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| RYN Rayonier Inc | NON_COMPLIANT | 1.27% | AAOIFI34.1% Usmani27.1% Dow Jones Islamic48.4% S&P Shariah51.1% MSCI Islamic26.9% MSCI Islamic M-Series51.1% FTSE Shariah26.6% |
| United Community Banks Inc/GA | UNSCREENED | 1.26% | no in-house ratios for this holding |
| CUZ Cousins Properties Inc | NON_COMPLIANT | 1.26% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| TALO Talos Energy Inc | NON_COMPLIANT | 1.24% | AAOIFI44.2% Usmani24.7% Dow Jones Islamic64.3% S&P Shariah63.8% MSCI Islamic22.9% MSCI Islamic M-Series63.8% FTSE Shariah22.6% |
| NTCT NetScout Systems Inc | COMPLIANT | 1.21% | AAOIFI1.5% Usmani1.7% Dow Jones Islamic2.0% S&P Shariah2.2% MSCI Islamic1.7% MSCI Islamic M-Series2.2% FTSE Shariah0.0% |
| BANC Banc of California Inc | NON_COMPLIANT | 1.20% | AAOIFI224.2% Usmani19.2% Dow Jones Islamic267.0% S&P Shariah317.7% MSCI Islamic19.2% MSCI Islamic M-Series317.7% FTSE Shariah19.2% |
| NESR National Energy Services Reunited Corp | COMPLIANT | 1.20% | AAOIFI7.1% Usmani11.9% Dow Jones Islamic17.4% S&P Shariahpass MSCI Islamic11.9% MSCI Islamic M-Seriespass FTSE Shariah10.7% |
| LYFT Lyft Inc | NON_COMPLIANT | 1.19% | AAOIFI19.4% Usmani14.2% Dow Jones Islamic20.0% S&P Shariah20.8% MSCI Islamic13.5% MSCI Islamic M-Series20.8% FTSE Shariah11.5% |
| NMRK Newmark Group Inc | NON_COMPLIANT | 1.19% | AAOIFI50.7% Usmani26.3% Dow Jones Islamic51.6% S&P Shariah58.7% MSCI Islamic26.3% MSCI Islamic M-Series58.7% FTSE Shariah16.7% |
| ARCB ArcBest Corp | COMPLIANT | 1.18% | AAOIFI14.9% Usmani18.7% Dow Jones Islamic21.2% S&P Shariah19.5% MSCI Islamic18.7% MSCI Islamic M-Series19.5% FTSE Shariah8.8% |
| ALRM Alarm.com Holdings Inc | COMPLIANT | 1.16% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JBTM JBT Marel Corp | NON_COMPLIANT | 1.15% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| BOX Box Inc | COMPLIANT | 1.14% | AAOIFI11.2% Usmani37.4% Dow Jones Islamic12.1% S&P Shariah12.6% MSCI Islamic37.4% MSCI Islamic M-Series12.6% FTSE Shariah32.2% |
| Amneal Pharmaceuticals Inc | UNSCREENED | 1.12% | no in-house ratios for this holding |
| CXT Crane NXT Co | NON_COMPLIANT | 1.10% | AAOIFI51.4% Usmani40.8% Dow Jones Islamic48.3% S&P Shariah47.6% MSCI Islamic40.8% MSCI Islamic M-Series47.6% FTSE Shariah40.4% |
| URBN Urban Outfitters Inc | COMPLIANT | 1.10% | AAOIFI18.4% Usmani23.7% Dow Jones Islamic21.3% S&P Shariah24.2% MSCI Islamic23.7% MSCI Islamic M-Series24.2% FTSE Shariah0.0% |
| CVCO Cavco Industries Inc | COMPLIANT | 1.09% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| PBF PBF Energy Inc | COMPLIANT | 1.08% | AAOIFI24.8% Usmani17.1% Dow Jones Islamic59.2% S&P Shariah56.1% MSCI Islamic16.9% MSCI Islamic M-Series56.1% FTSE Shariah11.9% |
| WOR Worthington Enterprises Inc | COMPLIANT | 1.08% | AAOIFI12.8% Usmani19.0% Dow Jones Islamic13.6% S&P Shariah13.0% MSCI Islamic19.0% MSCI Islamic M-Series13.0% FTSE Shariah16.6% |
| CENT Central Garden & Pet Co | NON_COMPLIANT | 1.07% | AAOIFI60.7% Usmani37.2% Dow Jones Islamic61.0% S&P Shariah60.1% MSCI Islamic37.2% MSCI Islamic M-Series60.1% FTSE Shariah31.5% |
| PTEN Patterson-UTI Energy Inc | NON_COMPLIANT | 1.06% | AAOIFI29.2% Usmani23.9% Dow Jones Islamic42.4% S&P Shariah39.2% MSCI Islamic23.8% MSCI Islamic M-Series39.2% FTSE Shariah23.0% |
| CRC California Resources Corp | NON_COMPLIANT | 1.05% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| SPSC SPS Commerce Inc | COMPLIANT | 1.05% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.6% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| FA First Advantage Corp | NON_COMPLIANT | 1.01% | AAOIFI55.6% Usmani54.5% Dow Jones Islamic73.8% S&P Shariah78.3% MSCI Islamic54.5% MSCI Islamic M-Series78.3% FTSE Shariah54.3% |
| WLY John Wiley & Sons Inc | NON_COMPLIANT | 1.01% | AAOIFI51.5% Usmani43.9% Dow Jones Islamic55.9% S&P Shariah59.1% MSCI Islamic43.9% MSCI Islamic M-Series59.1% FTSE Shariah41.2% |
| TRMK Trustmark Corp | NON_COMPLIANT | 1.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GPOR Gulfport Energy Corp | NON_COMPLIANT | 1.00% | AAOIFI29.1% Usmani29.1% Dow Jones Islamic28.3% S&P Shariah30.4% MSCI Islamic29.1% MSCI Islamic M-Series30.4% FTSE Shariah29.1% |
| UGI Corp | UNSCREENED | 0.99% | no in-house ratios for this holding |
| RUSHA Rush Enterprises Inc | COMPLIANT | 0.98% | AAOIFI7.0% Usmani11.2% Dow Jones Islamic13.4% S&P Shariah14.7% MSCI Islamic8.8% MSCI Islamic M-Series14.7% FTSE Shariah6.1% |
| CALM Cal-Maine Foods Inc | COMPLIANT | 0.98% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NFG National Fuel Gas Co | NON_COMPLIANT | 0.97% | AAOIFI44.7% Usmani34.1% Dow Jones Islamic50.5% S&P Shariah57.4% MSCI Islamic34.1% MSCI Islamic M-Series57.4% FTSE Shariah34.1% |
| NTB Bank of NT Butterfield & Son Ltd/The | NON_COMPLIANT | 0.97% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AVAH Aveanna Healthcare Holdings Inc | NON_COMPLIANT | 0.96% | AAOIFI42.9% Usmani63.6% Dow Jones Islamic93.6% S&P Shariah119.5% MSCI Islamic63.6% MSCI Islamic M-Series119.5% FTSE Shariah61.6% |
| NP Neptune Insurance Holdings Inc | NON_COMPLIANT | 0.96% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| LAUR Laureate Education Inc | COMPLIANT | 0.95% | AAOIFI14.5% Usmani30.3% Dow Jones Islamic18.8% S&P Shariah22.0% MSCI Islamic30.3% MSCI Islamic M-Series22.0% FTSE Shariah9.2% |
| NWL Newell Brands Inc | NON_COMPLIANT | 0.95% | AAOIFI213.0% Usmani50.1% Dow Jones Islamic243.5% S&P Shariah226.3% MSCI Islamic50.1% MSCI Islamic M-Series226.3% FTSE Shariah45.3% |
| Horace Mann Educators Corp | UNSCREENED | 0.94% | no in-house ratios for this holding |
| DRH DiamondRock Hospitality Co | NON_COMPLIANT | 0.92% | AAOIFI44.7% Usmani35.8% Dow Jones Islamic60.3% S&P Shariah62.3% MSCI Islamic35.8% MSCI Islamic M-Series62.3% FTSE Shariah35.8% |
| Teradata Corp | UNSCREENED | 0.91% | no in-house ratios for this holding |
| PACS PACS Group Inc | NON_COMPLIANT | 0.91% | AAOIFI47.0% Usmani60.2% Dow Jones Islamic83.6% S&P Shariahfail MSCI Islamic57.5% MSCI Islamic M-Seriesfail FTSE Shariah4.4% |
| DX Dynex Capital Inc | NON_COMPLIANT | 0.89% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Crocs Inc | UNSCREENED | 0.89% | no in-house ratios for this holding |
| MD Pediatrix Medical Group Inc | NON_COMPLIANT | 0.87% | AAOIFI25.0% Usmani28.6% Dow Jones Islamic37.9% S&P Shariah45.6% MSCI Islamic28.6% MSCI Islamic M-Series45.6% FTSE Shariah27.0% |
| ACHC Acadia Healthcare Co Inc | NON_COMPLIANT | 0.87% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HURN Huron Consulting Group Inc | NON_COMPLIANT | 0.85% | AAOIFI35.9% Usmani55.8% Dow Jones Islamic38.0% S&P Shariah40.9% MSCI Islamic55.8% MSCI Islamic M-Series40.9% FTSE Shariah53.8% |
| MTX Minerals Technologies Inc | NON_COMPLIANT | 0.84% | AAOIFI42.8% Usmani27.4% Dow Jones Islamic45.6% S&P Shariah45.4% MSCI Islamic27.4% MSCI Islamic M-Series45.4% FTSE Shariah27.4% |
| VSXY Victoria's Secret & Co | NON_COMPLIANT | 0.83% | AAOIFI41.5% Usmani56.2% Dow Jones Islamic88.0% S&P Shariah105.9% MSCI Islamic56.2% MSCI Islamic M-Series105.9% FTSE Shariah18.9% |
| Global Net Lease Inc | UNSCREENED | 0.82% | no in-house ratios for this holding |
| MGRC McGrath RentCorp | COMPLIANT | 0.81% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WAFD WaFd Inc | NON_COMPLIANT | 0.81% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BLX Bladex Inc | NON_COMPLIANT | 0.81% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KGS Kodiak Gas Services Inc | NON_COMPLIANT | 0.79% | AAOIFI43.8% Usmani51.2% Dow Jones Islamic74.1% S&P Shariah90.9% MSCI Islamic50.3% MSCI Islamic M-Series90.9% FTSE Shariah49.5% |
| TXG.TO Torex Gold Resources Inc | COMPLIANT | 0.76% | AAOIFI2.9% Usmani7.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.4% MSCI Islamic M-Seriespass FTSE Shariah4.4% |
| MGNI Magnite Inc | COMPLIANT | 0.74% | AAOIFI12.3% Usmani14.0% Dow Jones Islamic18.0% S&P Shariah20.7% MSCI Islamic14.0% MSCI Islamic M-Series20.7% FTSE Shariah11.8% |
| SSMR Sunshine Silver Mining & Refining Co | NON_COMPLIANT | 0.72% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| Solaris Energy Infrastructure Inc | UNSCREENED | 0.71% | no in-house ratios for this holding |
| XHR Xenia Hotels & Resorts Inc | NON_COMPLIANT | 0.69% | AAOIFI73.4% Usmani50.0% Dow Jones Islamic98.2% S&P Shariah100.8% MSCI Islamic50.0% MSCI Islamic M-Series100.8% FTSE Shariah50.0% |
| XRAY DENTSPLY SIRONA Inc | NON_COMPLIANT | 0.69% | AAOIFI84.0% Usmani44.4% Dow Jones Islamic79.7% S&P Shariah58.9% MSCI Islamic44.4% MSCI Islamic M-Series58.9% FTSE Shariah42.7% |
| LINE Lineage Inc | NON_COMPLIANT | 0.66% | AAOIFI78.9% Usmani43.1% Dow Jones Islamic66.3% S&P Shariahfail MSCI Islamic36.3% MSCI Islamic M-Seriesfail FTSE Shariah32.9% |
| TTAM Titan America SA | COMPLIANT | 0.64% | AAOIFI13.8% Usmani20.6% Dow Jones Islamic— S&P Shariah— MSCI Islamic20.6% MSCI Islamic M-Series— FTSE Shariah20.6% |
| ANIP ANI Pharmaceuticals Inc | NON_COMPLIANT | 0.64% | AAOIFI18.1% Usmani20.2% Dow Jones Islamic16.7% S&P Shariah17.8% MSCI Islamic20.2% MSCI Islamic M-Series17.8% FTSE Shariah20.2% |
| Vaxcyte Inc | UNSCREENED | 0.63% | no in-house ratios for this holding |
| OBK Origin Bancorp Inc | 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% |
| OMCL Omnicell Inc | COMPLIANT | 0.59% | AAOIFI12.8% Usmani10.0% Dow Jones Islamic11.5% S&P Shariah11.9% MSCI Islamic10.0% MSCI Islamic M-Series11.9% FTSE Shariah8.4% |
| HCSG Healthcare Services Group Inc | COMPLIANT | 0.58% | AAOIFI1.2% Usmani2.2% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic2.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| NEOG Neogen Corp | NON_COMPLIANT | 0.58% | AAOIFI30.1% Usmani24.0% Dow Jones Islamic40.9% S&P Shariah32.5% MSCI Islamic24.0% MSCI Islamic M-Series32.5% FTSE Shariah23.4% |
| CNOB ConnectOne Bancorp Inc | NON_COMPLIANT | 0.57% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ARDT Ardent Health Inc | NON_COMPLIANT | 0.54% | AAOIFI72.6% Usmani20.9% Dow Jones Islamic60.9% S&P Shariahfail MSCI Islamic20.9% MSCI Islamic M-Seriesfail FTSE Shariah20.9% |
| RYZ Ryerson Holding Corp | NON_COMPLIANT | 0.53% | AAOIFI97.3% Usmani34.6% Dow Jones Islamic151.0% S&P Shariah150.8% MSCI Islamic34.6% MSCI Islamic M-Series150.8% FTSE Shariah24.9% |
| RUN Sunrun Inc | NON_COMPLIANT | 0.52% | AAOIFI705.9% Usmani65.2% Dow Jones Islamic502.4% S&P Shariah503.0% MSCI Islamic65.0% MSCI Islamic M-Series503.0% FTSE Shariah64.9% |
| EVTC EVERTEC Inc | NON_COMPLIANT | 0.51% | AAOIFI63.0% Usmani46.1% Dow Jones Islamic57.1% S&P Shariah54.0% MSCI Islamic46.1% MSCI Islamic M-Series54.0% FTSE Shariah44.6% |
| iShares Russell 2000 Value ETF | UNSCREENED | 0.51% | no in-house ratios for this holding |
| ASTE Astec Industries Inc | NON_COMPLIANT | 0.51% | AAOIFI37.5% Usmani27.0% Dow Jones Islamic38.6% S&P Shariah41.0% MSCI Islamic27.0% MSCI Islamic M-Series41.0% FTSE Shariah27.0% |
| COLUMBIA SHORT TERM CASH FUND | UNSCREENED | 0.50% | no in-house ratios for this holding |
| THRM Gentherm Inc | NON_COMPLIANT | 0.49% | AAOIFI26.0% Usmani23.7% Dow Jones Islamic37.2% S&P Shariah31.9% MSCI Islamic23.7% MSCI Islamic M-Series31.9% FTSE Shariah20.5% |
| SCL Stepan Co | NON_COMPLIANT | 0.49% | AAOIFI49.1% Usmani29.6% Dow Jones Islamic56.7% S&P Shariah49.9% MSCI Islamic29.6% MSCI Islamic M-Series49.9% FTSE Shariah27.1% |
| CC Chemours Co/The | NON_COMPLIANT | 0.47% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| ECVT Ecovyst Inc | NON_COMPLIANT | 0.44% | AAOIFI48.9% Usmani38.5% Dow Jones Islamic51.9% S&P Shariah51.3% MSCI Islamic38.5% MSCI Islamic M-Series51.3% FTSE Shariah34.7% |
| EPC Edgewell Personal Care Co | NON_COMPLIANT | 0.43% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| CRI Carter's Inc | NON_COMPLIANT | 0.39% | AAOIFI97.4% Usmani43.4% Dow Jones Islamic84.8% S&P Shariah69.6% MSCI Islamic43.4% MSCI Islamic M-Series69.6% FTSE Shariah20.8% |
| LION Lionsgate Studios Corp | NON_COMPLIANT | 0.35% | AAOIFI66.3% Usmani41.3% Dow Jones Islamic89.5% S&P Shariah85.5% MSCI Islamic41.3% MSCI Islamic M-Series85.5% FTSE Shariah35.7% |
| SHLS Shoals Technologies Group Inc | COMPLIANT | 0.27% | AAOIFI13.1% Usmani16.1% Dow Jones Islamic14.4% S&P Shariah11.6% MSCI Islamic16.1% MSCI Islamic M-Series11.6% FTSE Shariah12.5% |
| KLRA Kailera Therapeutics Inc | NON_COMPLIANT | 0.26% | AAOIFI0.5% Usmani0.8% Dow Jones Islamic— S&P Shariah— MSCI Islamic0.8% MSCI Islamic M-Series— FTSE Shariah0.0% |
The published standards disagree about this fund by 19 points of portfolio weight — 37.8% of it passes FTSE Shariah, 18.9% passes Dow Jones 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 23.8% ratios fail on 56.5% 19.8% not rated under AAOIFI
ratios pass on 35.9% ratios fail on 43.4% 20.7% not rated under Usmani
ratios pass on 18.9% ratios fail on 60.4% 20.7% not rated under Dow Jones Islamic
ratios pass on 21.4% ratios fail on 57.9% 20.7% not rated under S&P Shariah
ratios pass on 31.1% ratios fail on 46.9% 22.0% not rated under MSCI Islamic
ratios pass on 19.8% ratios fail on 59.6% 20.7% not rated under MSCI Islamic M-Series
ratios pass on 37.8% ratios fail on 40.9% 21.3% not rated under FTSE Shariah
87 of 103 listed holdings carry our own per-methodology verdicts (83% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 84 (81% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| PECO Phillips Edison & Co Inc | 1.87% |
| ESNT Essent Group Ltd | 1.70% |
| NSIT Insight Enterprises Inc | 1.67% |
| FULT Fulton Financial Corp | 1.66% |
| ASB Associated Banc-Corp | 1.65% |
| ICUI ICU Medical Inc | 1.56% |
| PII Polaris Inc | 1.54% |
| NMIH NMI Holdings Inc | 1.50% |
| BKU BankUnited Inc | 1.44% |
| HRI Herc Holdings Inc | 1.38% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Columbia Small Cap Value and Inflection Fund (NSVAX) 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.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| PECOPhillips Edison & Co Inc | 1.87% | Non-compliant |
| ESNTEssent Group Ltd | 1.70% | Non-compliant |
| Korn Ferrynot matched to a ticker | 1.68% | Not screened |
| NSITInsight Enterprises Inc | 1.67% | Non-compliant |
| FULTFulton Financial Corp | 1.66% | Non-compliant |
| ASBAssociated Banc-Corp | 1.65% | Non-compliant |
| Texas Capital Bancshares Incnot matched to a ticker | 1.56% | Not screened |
| ICUIICU Medical Inc | 1.56% | Non-compliant |
| PIIPolaris Inc | 1.54% | Non-compliant |
| NMIHNMI Holdings Inc | 1.50% | Non-compliant |
Top 10 of 103 holdings, 16.4% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- PECOnon-compliant1.87%
- ESNTnon-compliant1.70%
- Korn Ferrynot screened1.68%
- NSITnon-compliant1.67%
- FULTnon-compliant1.66%
- ASBnon-compliant1.65%
What changed, and when
Verdict history for NSVAX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for NSVAX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 4 days - this is not a reading of today
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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 54.60 | NEUTRAL |
| Stochastic %K (14) | 36.36 | NEUTRAL |
| CCI (20) | 41.67 | NEUTRAL |
| Williams %R (14) | -63.64 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | -0.25 | SELL |
| Momentum (10) | -0.04 | SELL |
| EMA (10) | 15.77 | SELL |
| SMA (10) | 15.82 | SELL |
| EMA (20) | 15.63 | BUY |
| SMA (20) | 15.60 | BUY |
| EMA (30) | 15.54 | BUY |
| SMA (30) | 15.39 | BUY |
| EMA (50) | 15.48 | BUY |
| SMA (50) | 15.32 | BUY |
| EMA (100) | 15.33 | BUY |
| SMA (100) | 15.59 | BUY |
| EMA (200) | 14.67 | BUY |
| SMA (200) | 14.86 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.