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.
Nationwide Loomis Core Bond Fund · Nationwide Mutual Funds
768 holdings · as of 2026-07-31 (1.6 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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 57.05% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 38% turns out to be. Matching more holdings can only raise this share, never lower it.
39.74% 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.
768 holdings, 369 matched (62% of weight). Portfolio as of 2026-07-31, filed 2026-09-18. Source: SEC Form N-PORT.
10.30% of this portfolio’s income is non-permissible — weighted across holdings, computed over 15% of portfolio weight (123 of 768 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 |
|---|---|---|---|
| United States of America | NON_COMPLIANT | 2.46% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.60% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.55% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 1.46% | no in-house ratios for this holding |
| CF SECURED LLC | UNSCREENED | 1.44% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.41% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.07% | no in-house ratios for this holding |
| FNMA or FHLMC | NON_COMPLIANT | 1.07% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.05% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.03% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 1.03% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.90% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.83% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.69% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.63% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.62% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.61% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.57% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.55% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.53% | no in-house ratios for this holding |
| FHLB | NON_COMPLIANT | 0.51% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.51% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.49% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.48% | no in-house ratios for this holding |
| SANTANDER US CAPITAL MARKETS LLC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.46% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.45% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.44% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.44% | no in-house ratios for this holding |
| Banque Federative du Credit Mutuel SA | UNSCREENED | 0.43% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.43% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.41% | no in-house ratios for this holding |
| ATO Atmos Energy Corp. | NON_COMPLIANT | 0.40% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FNMA | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.40% | no in-house ratios for this holding |
| RY Royal Bank of Canada | COMPLIANT | 0.40% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GNMA | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.39% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| FNMA | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.38% | no in-house ratios for this holding |
| BAC Bank of America Corp. | NON_COMPLIANT | 0.37% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| 8411.T Mizuho Financial Group, Inc. | NON_COMPLIANT | 0.36% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.36% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| CNH Industrial Capital LLC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.34% | no in-house ratios for this holding |
| GLE.PA Societe Generale SA | NON_COMPLIANT | 0.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KMI Kinder Morgan, Inc. | NON_COMPLIANT | 0.34% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| C Citigroup, Inc. | NON_COMPLIANT | 0.34% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| Space Exploration Technologies Corp. | UNSCREENED | 0.34% | no in-house ratios for this holding |
| NYC Trust | UNSCREENED | 0.33% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.33% | no in-house ratios for this holding |
| Morgan Stanley Private Bank NA | UNSCREENED | 0.32% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.32% | no in-house ratios for this holding |
| Applebee's Funding LLC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| Sumisho Air Lease Corp. | UNSCREENED | 0.31% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.31% | no in-house ratios for this holding |
| Fells Point Funding Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| ING Bank NV | UNSCREENED | 0.30% | no in-house ratios for this holding |
| BAY Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.30% | no in-house ratios for this holding |
| Hudson Yards Mortgage Trust | UNSCREENED | 0.30% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.29% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.28% | no in-house ratios for this holding |
| Stellantis Financial Underwritten Enhanced Lease Trust | UNSCREENED | 0.28% | no in-house ratios for this holding |
| NVDA NVIDIA Corp. | COMPLIANT | 0.27% | AAOIFI0.7% Usmani12.1% Dow Jones Islamic1.0% S&P Shariah1.2% MSCI Islamic12.1% MSCI Islamic M-Series1.2% FTSE Shariah10.4% |
| 8316.T Sumitomo Mitsui Financial Group, Inc. | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DANSKE.CO Danske Bank A/S | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 0.26% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 0.26% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| Massachusetts Mutual Life Insurance Co. | UNSCREENED | 0.26% | no in-house ratios for this holding |
| DNB.OL DNB Bank ASA | NON_COMPLIANT | 0.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| T AT&T, Inc. | NON_COMPLIANT | 0.25% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| Bluepeak ABS Issuer LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Amcor Group Finance plc | UNSCREENED | 0.25% | no in-house ratios for this holding |
| IT Gartner, Inc. | NON_COMPLIANT | 0.25% | AAOIFI28.3% Usmani46.3% Dow Jones Islamic13.9% S&P Shariah12.2% MSCI Islamic46.3% MSCI Islamic M-Series12.2% FTSE Shariah41.4% |
| INTU Intuit, Inc. | COMPLIANT | 0.25% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| Bayer US Finance LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| EMN Eastman Chemical Co. | NON_COMPLIANT | 0.24% | AAOIFI64.1% Usmani33.8% Dow Jones Islamic60.0% S&P Shariah58.0% MSCI Islamic33.8% MSCI Islamic M-Series58.0% FTSE Shariah33.8% |
| EQIX Equinix, Inc. | COMPLIANT | 0.24% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| ATD.TO Alimentation Couche-Tard, Inc. | NON_COMPLIANT | 0.24% | AAOIFI30.2% Usmani49.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic37.8% MSCI Islamic M-Seriespass FTSE Shariah37.8% |
| MA Mastercard, Inc. | COMPLIANT | 0.24% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| FNMA | NON_COMPLIANT | 0.24% | no in-house ratios for this holding |
| First-Citizens Bank & Trust Co. | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| FFH.TO Fairfax Financial Holdings Ltd. | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| American Credit Acceptance Receivables Trust | UNSCREENED | 0.24% | no in-house ratios for this holding |
| NextGear Floorplan Master Owner Trust | UNSCREENED | 0.23% | no in-house ratios for this holding |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FHLMC Pool | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| Alliant Energy Finance LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GNMA | NON_COMPLIANT | 0.23% | no in-house ratios for this holding |
| HSBA.L HSBC Holdings plc | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Wells Fargo Commercial Mortgage Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| Prologis Targeted US Logistics Fund LP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Mercedes-Benz Finance North America LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ISP.MI Intesa Sanpaolo SpA | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 0.22% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| BANK | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Chase Auto Owner Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ACA.PA Credit Agricole SA | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FNMA | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| BX Trust | UNSCREENED | 0.21% | no in-house ratios for this holding |
| GIB CGI, Inc. | COMPLIANT | 0.21% | AAOIFI13.9% Usmani16.1% Dow Jones Islamic10.4% S&P Shariah10.0% MSCI Islamic16.1% MSCI Islamic M-Series10.0% FTSE Shariah16.1% |
| TD Toronto-Dominion Bank (The) | NON_COMPLIANT | 0.21% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AerCap Ireland Capital DAC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| ALLY Ally Financial, Inc. | NON_COMPLIANT | 0.21% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| ENEL Finance International NV | UNSCREENED | 0.20% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| ORCL Oracle Corp. | COMPLIANT | 0.20% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| United States of America | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| Sopaipilla Investor LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| World Omni Auto Receivables Trust | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Principal Life Global Funding II | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Zayo Issuer LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.20% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| CNO Global Funding | UNSCREENED | 0.20% | no in-house ratios for this holding |
| BARC.L Barclays plc | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EFN.TO Element Fleet Management Corp. | NON_COMPLIANT | 0.19% | AAOIFI129.7% Usmani69.7% Dow Jones Islamic— S&P Shariah— MSCI Islamic69.7% MSCI Islamic M-Series— FTSE Shariah69.7% |
| FHLMC Pool | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| Avolon Holdings Funding Ltd. | UNSCREENED | 0.19% | no in-house ratios for this holding |
| SEB Funding LLC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Truist Bank | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Credit Acceptance Auto Loan Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Affirm Master Trust | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BBVA Mexico SA Institucion De Banca Multiple Grupo Financiero BBVA Mexico | UNSCREENED | 0.19% | no in-house ratios for this holding |
| NFLX Netflix, Inc. | QUESTIONABLE | 0.19% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| CAH Cardinal Health, Inc. | COMPLIANT | 0.19% | AAOIFI17.8% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah28.7% MSCI Islamic17.4% MSCI Islamic M-Series28.7% FTSE Shariah15.5% |
| CRM Salesforce, Inc. | COMPLIANT | 0.18% | AAOIFI19.6% Usmani38.1% Dow Jones Islamic18.0% S&P Shariah17.7% MSCI Islamic38.1% MSCI Islamic M-Series17.7% FTSE Shariah35.8% |
| RGA Global Funding | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Ashtead Capital, Inc. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Sammons Financial Group Global Funding | UNSCREENED | 0.18% | no in-house ratios for this holding |
| LVS Las Vegas Sands Corp. | NON_COMPLIANT | 0.18% | AAOIFI53.8% Usmani76.7% Dow Jones Islamic44.9% S&P Shariah45.0% MSCI Islamic76.7% MSCI Islamic M-Series45.0% FTSE Shariah76.7% |
| GS Goldman Sachs Group, Inc. (The) | NON_COMPLIANT | 0.18% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| JEF Jefferies Financial Group, Inc. | NON_COMPLIANT | 0.17% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| Wise CLO Ltd. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Chase Issuance Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Marathon CLO Ltd. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| RKT Rocket Cos., Inc. | NON_COMPLIANT | 0.17% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| STT State Street Corp. | 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% |
| FHLMC Pool | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| US Bank NA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Imperial Brands Finance plc | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SFS Auto Receivables Securitization Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| American Honda Finance Corp. | UNSCREENED | 0.17% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.17% | no in-house ratios for this holding |
| Stellantis Financial Underwritten Enhanced Lease Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Pacific Life Global Funding II | UNSCREENED | 0.16% | no in-house ratios for this holding |
| F&G Global Funding | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Georgia-Pacific LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CarMax Auto Owner Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| Federation des Caisses Desjardins du Quebec | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| SCF Equipment Leasing LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| OHI Omega Healthcare Investors, Inc. | NON_COMPLIANT | 0.16% | AAOIFI30.5% Usmani42.9% Dow Jones Islamic37.6% S&P Shariah43.5% MSCI Islamic42.9% MSCI Islamic M-Series43.5% FTSE Shariah42.9% |
| Daimler Truck Finance North America LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| RSG Republic Services, Inc. | COMPLIANT | 0.16% | AAOIFI21.1% Usmani40.7% Dow Jones Islamic21.0% S&P Shariah22.6% MSCI Islamic40.7% MSCI Islamic M-Series22.6% FTSE Shariah40.0% |
| VOD.L Vodafone Group plc | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Enterprise Fleet Financing LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LAD Auto Receivables Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| PVH Corp. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CNO Global Funding | UNSCREENED | 0.16% | no in-house ratios for this holding |
| ByzFunder Asset Securitization I LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Avilease Capital Ltd. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.16% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| CPB Campbell's Co. (The) | NON_COMPLIANT | 0.16% | AAOIFI104.8% Usmani48.9% Dow Jones Islamic79.8% S&P Shariah73.5% MSCI Islamic48.4% MSCI Islamic M-Series73.5% FTSE Shariah46.3% |
| EPR EPR Properties | NON_COMPLIANT | 0.16% | AAOIFI71.8% Usmani54.4% Dow Jones Islamic86.7% S&P Shariah95.5% MSCI Islamic54.4% MSCI Islamic M-Series95.5% FTSE Shariah54.4% |
| Stellantis Financial Services US Corp. | UNSCREENED | 0.16% | no in-house ratios for this holding |
| FDXF Fedex Freight Holding Co., Inc. | COMPLIANT | 0.16% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| NLG Global Funding | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Western-Southern Global Funding | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Chevron USA, Inc. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| United Mexican States | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Wells Fargo Commercial Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SMBC Aviation Capital Finance DAC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| Avis Budget Rental Car Funding AESOP LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| BANK | UNSCREENED | 0.15% | no in-house ratios for this holding |
| GPN Global Payments, Inc. | NON_COMPLIANT | 0.15% | AAOIFI95.7% Usmani36.9% Dow Jones Islamic108.0% S&P Shariah96.7% MSCI Islamic36.9% MSCI Islamic M-Series96.7% FTSE Shariah36.9% |
| HSBA.L HSBC Holdings plc | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BBCMS Mortgage Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Jack in the Box Funding LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.15% | no in-house ratios for this holding |
| PNFP Pinnacle Financial Partners, Inc. | NON_COMPLIANT | 0.15% | AAOIFI16.1% Usmani1.9% Dow Jones Islamic27.2% S&P Shariah30.6% MSCI Islamic1.9% MSCI Islamic M-Series30.6% FTSE Shariah1.9% |
| GM Financial Automobile Leasing Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CLX Clorox Co. (The) | NON_COMPLIANT | 0.14% | AAOIFI25.7% Usmani45.0% Dow Jones Islamic19.7% S&P Shariah19.2% MSCI Islamic45.0% MSCI Islamic M-Series19.2% FTSE Shariah38.6% |
| JBS NV | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Mid-America Apartments LP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Honda Auto Receivables Owner Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CABK.MC CaixaBank SA | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Block Financial LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| First Investors Auto Owner Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Experian Finance US, Inc. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Santander Holdings USA, Inc. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Octane Receivables Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| WLK Westlake Corp. | NON_COMPLIANT | 0.14% | AAOIFI63.9% Usmani30.2% Dow Jones Islamic49.2% S&P Shariah43.2% MSCI Islamic30.2% MSCI Islamic M-Series43.2% FTSE Shariah26.1% |
| Hyundai Capital America | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BANK5 Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CM.TO Canadian Imperial Bank of Commerce | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Cox Communications, Inc. | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ORCL Oracle Corp. | COMPLIANT | 0.14% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| American National Global Funding | UNSCREENED | 0.14% | no in-house ratios for this holding |
| PacifiCorp | UNSCREENED | 0.14% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| GNMA | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| FHLMC Pool | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Santander Drive Auto Receivables Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| United States of America | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| FNMA | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| Southern California Edison Co. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Lincoln Financial Global Funding | UNSCREENED | 0.13% | no in-house ratios for this holding |
| NWG.L NatWest Group plc | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SON Sonoco Products Co. | NON_COMPLIANT | 0.13% | AAOIFI101.6% Usmani45.7% Dow Jones Islamic108.8% S&P Shariah106.8% MSCI Islamic45.2% MSCI Islamic M-Series106.8% FTSE Shariah42.4% |
| ET Energy Transfer LP | NON_COMPLIANT | 0.13% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| Jackson National Life Global Funding | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Mitsubishi HC Finance America LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| AXP American Express Co. | NON_COMPLIANT | 0.13% | AAOIFI26.8% Usmani19.2% Dow Jones Islamic27.4% S&P Shariah30.8% MSCI Islamic19.2% MSCI Islamic M-Series30.8% FTSE Shariah19.2% |
| Mercedes-Benz Finance North America LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ORI Old Republic International Corp. | NON_COMPLIANT | 0.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Extended Stay America Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BFLD Commercial Mortgage Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
| 6902.T Denso Corp. | COMPLIANT | 0.13% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| BMO.TO Bank of Montreal | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WBC.AX Westpac Banking Corp. | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Volkswagen Group of America Finance LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co. | NON_COMPLIANT | 0.13% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Blue Owl Credit Income Corp. | UNSCREENED | 0.13% | no in-house ratios for this holding |
| New Economy Assets Phase 1 Sponsor LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| DXC DXC Technology Co. | NON_COMPLIANT | 0.13% | AAOIFI224.0% Usmani33.5% Dow Jones Islamic156.3% S&P Shariah135.8% MSCI Islamic32.3% MSCI Islamic M-Series135.8% FTSE Shariah27.1% |
| Var Energi ASA | UNSCREENED | 0.13% | no in-house ratios for this holding |
| First Investors Auto Owner Trust | UNSCREENED | 0.13% | no in-house ratios for this holding |
The published standards disagree about this fund by 1 points of portfolio weight — 5.2% of it passes AAOIFI, 3.8% 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 5.2% ratios fail on 16.6% 79.0% not rated under AAOIFI
ratios pass on 4.0% ratios fail on 15.2% 81.6% not rated under Usmani
ratios pass on 4.4% ratios fail on 16.7% 79.7% not rated under Dow Jones Islamic
ratios pass on 4.3% ratios fail on 16.4% 80.2% not rated under S&P Shariah
ratios pass on 3.8% ratios fail on 15.5% 81.5% not rated under MSCI Islamic
ratios pass on 4.1% ratios fail on 17.0% 79.7% not rated under MSCI Islamic M-Series
ratios pass on 4.2% ratios fail on 15.1% 81.5% not rated under FTSE Shariah
146 of 768 listed holdings carry our own per-methodology verdicts (23% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 111 (16% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States of America | 2.46% |
| United States of America | 1.60% |
| United States of America | 1.55% |
| FHLMC Pool | 1.46% |
| United States of America | 1.41% |
| United States of America | 1.07% |
| FNMA or FHLMC | 1.07% |
| United States of America | 1.05% |
| United States of America | 1.03% |
| United States of America | 1.03% |
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.
NWJIX (NWJIX) 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 NWJIX — 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) | 41.80 | NEUTRAL |
| Stochastic %K (14) | 33.33 | NEUTRAL |
| CCI (20) | -68.04 | NEUTRAL |
| Williams %R (14) | -66.67 | NEUTRAL |
| MACD (12,26,9) | -0.01 | SELL |
| ROC (10) | -0.76 | SELL |
| Momentum (10) | -0.07 | SELL |
| EMA (10) | 9.19 | SELL |
| SMA (10) | 9.20 | SELL |
| EMA (20) | 9.22 | SELL |
| SMA (20) | 9.23 | SELL |
| EMA (30) | 9.23 | SELL |
| SMA (30) | 9.24 | SELL |
| EMA (50) | 9.25 | SELL |
| SMA (50) | 9.25 | SELL |
| EMA (100) | 9.27 | SELL |
| SMA (100) | 9.28 | SELL |
| EMA (200) | 9.27 | SELL |
| SMA (200) | 9.29 | SELL |
The fund invests primarily in bonds (or fixed-income securities) which include: U.S. government securities; corporate bonds issued by U.S. or foreign companies that are investment grade; investment grade fixed-income securities backed by the interest and principal payments of various types of mortgages, known as mortgage-backed securities and investment grade fixed-income securities backed by the interest and principal payments on loans for other types of assets.
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.