OFIGXETF / FundOberweis Focused International Growth Fund
Verdicts genuinely change. Free email alert the moment OFIGX'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.
Oberweis Focused International Growth Fund · OBERWEIS FUNDS
40 holdings
NON-COMPLIANT 32.76% of portfolio weight is in non-compliant holdings, over the 5% threshold.
40 holdings, 36 matched (85% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
4.65% of this portfolio’s income is non-permissible — weighted across holdings, computed over 56% of portfolio weight (28 of 40 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.
52.6% compliant 0.0% questionable 32.6% non-compliant 14.8% unscreened
All holdings (40)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| KXHCF Kioxia Holdings Corp | COMPLIANT | 8.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Fidelity Government Portfolio | UNSCREENED | 7.42% | no in-house ratios for this holding |
| Sumitomo Electric Industries L | UNSCREENED | 4.60% | no in-house ratios for this holding |
| ZURN.SW Zurich Insurance Group AG | NON_COMPLIANT | 4.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ASML ASML Holding NV | COMPLIANT | 4.19% | AAOIFI0.8% Usmani8.7% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic8.7% MSCI Islamic M-Series1.4% FTSE Shariah8.7% |
| ENR.DE Siemens Energy AG | COMPLIANT | 3.67% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| HSBA.L HSBC Holdings PLC | NON_COMPLIANT | 3.55% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UCG.MI UniCredit SpA | NON_COMPLIANT | 3.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AZN AstraZeneca PLC | COMPLIANT | 3.35% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SHEL Shell PLC | COMPLIANT | 3.34% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| RO.SW Roche Holding AG | COMPLIANT | 3.25% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 8306.T Mitsubishi UFJ Financial Group | NON_COMPLIANT | 3.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ABBNY ABB Ltd | COMPLIANT | 3.00% | AAOIFI6.4% Usmani22.0% Dow Jones Islamic7.0% S&P Shariah8.0% MSCI Islamic20.3% MSCI Islamic M-Series8.0% FTSE Shariah20.3% |
| 6503.T Mitsubishi Electric Corp | COMPLIANT | 2.97% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 6857.T Advantest Corp | COMPLIANT | 2.58% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| 3563.T Food & Life Cos Ltd | COMPLIANT | 2.41% | AAOIFIpass Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CFR.SW Cie Financiere Richemont SA | COMPLIANT | 2.31% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| RR.L Rolls-Royce Holdings PLC | NON_COMPLIANT | 2.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| IBE.MC Iberdrola SA | NON_COMPLIANT | 1.97% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GAW.L Games Workshop Group PLC | COMPLIANT | 1.95% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| E.ON SE | UNSCREENED | 1.76% | no in-house ratios for this holding |
| 8053.T Sumitomo Corp | NON_COMPLIANT | 1.75% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BHP BHP Group Ltd | COMPLIANT | 1.73% | AAOIFI6.7% Usmani19.8% Dow Jones Islamic7.1% S&P Shariah7.4% MSCI Islamic19.8% MSCI Islamic M-Series7.4% FTSE Shariah19.8% |
| 6758.T Sony Group Corp | COMPLIANT | 1.66% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SIEMENS.NS Siemens AG | COMPLIANT | 1.64% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| WBC.AX Westpac Banking Corp | NON_COMPLIANT | 1.64% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RIO Rio Tinto PLC | COMPLIANT | 1.57% | AAOIFI16.8% Usmani17.1% Dow Jones Islamic24.7% S&P Shariah26.4% MSCI Islamic17.1% MSCI Islamic M-Series26.4% FTSE Shariah17.1% |
| NESN.SW Nestle SA | COMPLIANT | 1.49% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| GLE.PA Societe Generale SA | NON_COMPLIANT | 1.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ABI.BR Anheuser-Busch InBev SA/NV | NON_COMPLIANT | 1.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STAN.L Standard Chartered PLC | NON_COMPLIANT | 1.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DWS.DE DWS Group GmbH & Co KGaA | COMPLIANT | 1.36% | AAOIFI1.0% Usmani2.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.3% MSCI Islamic M-Seriespass FTSE Shariah1.3% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 1.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GSK GSK PLC | NON_COMPLIANT | 1.30% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| 7203.T Toyota Motor Corp | NON_COMPLIANT | 1.30% | AAOIFI117.9% Usmani41.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic40.9% MSCI Islamic M-Seriesfail FTSE Shariah40.9% |
| DTE.DE Deutsche Telekom AG | NON_COMPLIANT | 1.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 6501.T Hitachi Ltd | COMPLIANT | 1.21% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| BA.L BAE Systems PLC | NON_COMPLIANT | 1.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Munich Re | UNSCREENED | 1.07% | no in-house ratios for this holding |
| SAP SAP SE | COMPLIANT | 0.95% | AAOIFI3.5% Usmani13.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic10.6% MSCI Islamic M-Series3.4% FTSE Shariah10.6% |
The published standards disagree about this fund by 13 points of portfolio weight — 40.2% of it passes Dow Jones Islamic, 27.0% 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 39.3% ratios fail on 34.8% 26.4% not rated under AAOIFI
ratios pass on 27.0% ratios fail on 44.5% 29.0% not rated under Usmani
ratios pass on 40.2% ratios fail on 33.9% 26.4% not rated under Dow Jones Islamic
ratios pass on 40.2% ratios fail on 33.9% 26.4% not rated under S&P Shariah
ratios pass on 29.0% ratios fail on 45.1% 26.4% not rated under MSCI Islamic
ratios pass on 40.2% ratios fail on 33.9% 26.4% not rated under MSCI Islamic M-Series
ratios pass on 32.8% ratios fail on 41.3% 26.4% not rated under FTSE Shariah
36 of 40 listed holdings carry our own per-methodology verdicts (86% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 9 (19% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| ZURN.SW Zurich Insurance Group AG | 4.42% |
| HSBA.L HSBC Holdings PLC | 3.55% |
| UCG.MI UniCredit SpA | 3.41% |
| 8306.T Mitsubishi UFJ Financial Group | 3.19% |
| RR.L Rolls-Royce Holdings PLC | 2.05% |
| IBE.MC Iberdrola SA | 1.97% |
| 8053.T Sumitomo Corp | 1.75% |
| WBC.AX Westpac Banking Corp | 1.64% |
| GLE.PA Societe Generale SA | 1.49% |
| ABI.BR Anheuser-Busch InBev SA/NV | 1.45% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Oberweis Focused International Growth Fund (OFIGX) 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 |
|---|---|---|
| KXHCFKioxia Holdings Corp | 8.22% | Compliant |
| Fidelity Government Portfolionot matched to a ticker | 7.42% | Not screened |
| Sumitomo Electric Industries Lnot matched to a ticker | 4.60% | Not screened |
| ZURN.SWZurich Insurance Group AG | 4.42% | Non-compliant |
| ASMLASML Holding NV | 4.19% | Compliant |
| ENR.DESiemens Energy AG | 3.67% | Compliant |
| HSBA.LHSBC Holdings PLC | 3.55% | Non-compliant |
| UCG.MIUniCredit SpA | 3.41% | Non-compliant |
| AZNAstraZeneca PLC | 3.35% | Compliant |
| SHELShell PLC | 3.34% | Compliant |
Top 10 of 40 holdings, 46.2% 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.
- Fidelity Government Portfolionot screened7.42%
- Sumitomo Electric Industries Lnot screened4.60%
- ZURN.SWnon-compliant4.42%
- HSBA.Lnon-compliant3.55%
- UCG.MInon-compliant3.41%
- 8306.Tnon-compliant3.19%
What changed, and when
Verdict history for OFIGX. 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 OFIGX 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 2 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) | 46.20 | NEUTRAL |
| Stochastic %K (14) | 60.49 | NEUTRAL |
| CCI (20) | -18.53 | NEUTRAL |
| Williams %R (14) | -39.51 | NEUTRAL |
| MACD (12,26,9) | 0.00 | BUY |
| ROC (10) | -1.45 | SELL |
| Momentum (10) | -0.20 | SELL |
| EMA (10) | 13.53 | BUY |
| SMA (10) | 13.53 | BUY |
| EMA (20) | 13.66 | SELL |
| SMA (20) | 13.66 | SELL |
| EMA (30) | 13.76 | SELL |
| SMA (30) | 13.82 | SELL |
| EMA (50) | 13.91 | SELL |
| SMA (50) | 14.01 | SELL |
| EMA (100) | 14.03 | SELL |
| SMA (100) | 14.22 | SELL |
| EMA (200) | 13.83 | SELL |
| SMA (200) | 13.99 | SELL |
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.