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.
Virtus NFJ Large-Cap Value Fund · Virtus Investment Trust
61 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 41.36% of portfolio weight is in non-compliant holdings, over the 5% threshold.
61 holdings, 58 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.03% of this portfolio’s income is non-permissible — weighted across holdings, computed over 77% of portfolio weight (46 of 61 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.
44.2% compliant 9.1% questionable 41.4% non-compliant 5.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AAPL APPLE INC | COMPLIANT | 4.14% | AAOIFI1.8% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| GEV GE VERNOVA INC | COMPLIANT | 4.05% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| SCHW CHARLES SCHWAB CORP (THE) | NON_COMPLIANT | 4.00% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| LLY ELI LILLY & COMPANY | COMPLIANT | 3.97% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| DINO HF SINCLAIR CORP | COMPLIANT | 3.80% | AAOIFI16.9% Usmani17.1% Dow Jones Islamic34.7% S&P Shariah34.5% MSCI Islamic16.6% MSCI Islamic M-Series34.5% FTSE Shariah14.6% |
| MSFT MICROSOFT CORP | QUESTIONABLE | 3.45% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMD ADVANCED MICRO DEVICES INC | COMPLIANT | 3.42% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| GOOG ALPHABET INC | QUESTIONABLE | 3.32% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| HSY HERSHEY COMPANY (THE) | COMPLIANT | 2.97% | AAOIFI15.8% Usmani39.9% Dow Jones Islamic13.9% S&P Shariah13.9% MSCI Islamic39.4% MSCI Islamic M-Series13.9% FTSE Shariah37.1% |
| JD JD.COM INC | NON_COMPLIANT | 2.80% | AAOIFI28.5% Usmani11.2% Dow Jones Islamic12.5% S&P Shariah13.4% MSCI Islamic11.2% MSCI Islamic M-Series13.4% FTSE Shariah6.4% |
| JP MORGAN CHASE & COMPANY | UNSCREENED | 2.72% | no in-house ratios for this holding |
| ALL ALLSTATE CORP (THE) | NON_COMPLIANT | 2.13% | AAOIFI11.4% Usmani6.0% Dow Jones Islamic14.1% S&P Shariah15.6% MSCI Islamic6.0% MSCI Islamic M-Series15.6% FTSE Shariah6.0% |
| APH AMPHENOL CORP | NON_COMPLIANT | 2.10% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CFG CITIZENS FINANCIAL GROUP INC | NON_COMPLIANT | 2.08% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| MPC MARATHON PETROLEUM CORP | NON_COMPLIANT | 2.04% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| CF CF INDUSTRIES HOLDINGS INC | COMPLIANT | 2.04% | AAOIFI17.9% Usmani23.9% Dow Jones Islamic24.1% S&P Shariah24.7% MSCI Islamic23.9% MSCI Islamic M-Series24.7% FTSE Shariah21.3% |
| UMBF UMB FINANCIAL CORP | NON_COMPLIANT | 2.04% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| BOH BANK OF HAWAII CORP | NON_COMPLIANT | 2.00% | AAOIFI16.7% Usmani2.1% Dow Jones Islamic18.7% S&P Shariah20.2% MSCI Islamic2.1% MSCI Islamic M-Series20.2% FTSE Shariah2.1% |
| UBER UBER TECHNOLOGIES INC | COMPLIANT | 2.00% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| BWXT BWX TECHNOLOGIES INC | COMPLIANT | 1.92% | AAOIFI14.0% Usmani45.7% Dow Jones Islamic14.1% S&P Shariah16.6% MSCI Islamic45.7% MSCI Islamic M-Series16.6% FTSE Shariah45.7% |
| PSX PHILLIPS 66 | NON_COMPLIANT | 1.88% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 1.88% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| PLD PROLOGIS INC | COMPLIANT | 1.80% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| PNFP PINNACLE FINANCIAL PARTNERS INC | NON_COMPLIANT | 1.75% | AAOIFI16.1% Usmani1.9% Dow Jones Islamic27.2% S&P Shariah30.6% MSCI Islamic1.9% MSCI Islamic M-Series30.6% FTSE Shariah1.9% |
| NUE NUCOR CORP | COMPLIANT | 1.72% | AAOIFI11.2% Usmani17.6% Dow Jones Islamic17.6% S&P Shariah17.3% MSCI Islamic17.6% MSCI Islamic M-Series17.3% FTSE Shariah17.6% |
| INDEPENDENT BANK CORP (MASSACHUSETTS) | UNSCREENED | 1.50% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 1.48% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| MU MICRON TECHNOLOGY INC | COMPLIANT | 1.41% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | COMPLIANT | 1.01% | AAOIFI29.5% Usmani42.9% Dow Jones Islamic28.2% S&P Shariah32.2% MSCI Islamic42.9% MSCI Islamic M-Series32.2% FTSE Shariah40.8% |
| IVZ INVESCO LTD | NON_COMPLIANT | 1.00% | AAOIFI11.4% Usmani5.9% Dow Jones Islamic17.2% S&P Shariah19.4% MSCI Islamic5.9% MSCI Islamic M-Series19.4% FTSE Shariah5.9% |
| ABNB AIRBNB INC | NON_COMPLIANT | 1.00% | AAOIFI2.3% Usmani8.7% Dow Jones Islamic3.1% S&P Shariah3.1% MSCI Islamic8.7% MSCI Islamic M-Series3.1% FTSE Shariah8.6% |
| F FORD MOTOR CO | NON_COMPLIANT | 1.00% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| ABBV ABBVIE INC | COMPLIANT | 1.00% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| NEE NEXTERA ENERGY INC | NON_COMPLIANT | 1.00% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| GBCI GLACIER BANCORP INC | NON_COMPLIANT | 0.99% | AAOIFI0.8% Usmani0.3% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic0.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| PNC PNC FINANCIAL SERVICES GROUP INC (THE) | NON_COMPLIANT | 0.99% | AAOIFI87.5% Usmani13.9% Dow Jones Islamic110.0% S&P Shariah122.6% MSCI Islamic13.9% MSCI Islamic M-Series122.6% FTSE Shariah13.9% |
| OLD NATIONAL BANCORP | UNSCREENED | 0.99% | no in-house ratios for this holding |
| GE GE AEROSPACE | NON_COMPLIANT | 0.99% | AAOIFI6.1% Usmani16.1% Dow Jones Islamic7.4% S&P Shariah8.6% MSCI Islamic16.1% MSCI Islamic M-Series8.6% FTSE Shariah15.3% |
| MG.TO MAGNA INTERNATIONAL INC | NON_COMPLIANT | 0.99% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| KEYS KEYSIGHT TECHNOLOGIES INC | COMPLIANT | 0.99% | AAOIFI4.8% Usmani23.0% Dow Jones Islamic7.5% S&P Shariah8.4% MSCI Islamic23.0% MSCI Islamic M-Series8.4% FTSE Shariah21.1% |
| GS GOLDMAN SACHS GROUP INC (THE) | NON_COMPLIANT | 0.99% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| CVX CHEVRON CORP | COMPLIANT | 0.98% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| UPS UNITED PARCEL SERVICE INC | NON_COMPLIANT | 0.98% | AAOIFI32.8% Usmani40.2% Dow Jones Islamic40.1% S&P Shariah37.0% MSCI Islamic40.2% MSCI Islamic M-Series37.0% FTSE Shariah34.4% |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.97% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| XOM EXXONMOBIL HOLDINGS CORP | COMPLIANT | 0.97% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.97% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| C CITIGROUP INC | NON_COMPLIANT | 0.95% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| EQIX EQUINIX INC | COMPLIANT | 0.95% | AAOIFI20.7% Usmani57.3% Dow Jones Islamic24.8% S&P Shariah26.3% MSCI Islamic51.7% MSCI Islamic M-Series26.3% FTSE Shariah48.4% |
| HPE HEWLETT PACKARD ENTERPRISE COMPANY | NON_COMPLIANT | 0.94% | AAOIFI29.3% Usmani24.2% Dow Jones Islamic61.2% S&P Shariah69.5% MSCI Islamic24.2% MSCI Islamic M-Series69.5% FTSE Shariah24.2% |
| MRVL MARVELL TECHNOLOGY INC | COMPLIANT | 0.94% | AAOIFI2.7% Usmani19.2% Dow Jones Islamic5.6% S&P Shariah6.5% MSCI Islamic19.2% MSCI Islamic M-Series6.5% FTSE Shariah18.0% |
| BA BOEING COMPANY (THE) | NON_COMPLIANT | 0.91% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| RKT ROCKET COMPANIES INC | NON_COMPLIANT | 0.88% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| EOG EOG RESOURCES INC | COMPLIANT | 0.87% | AAOIFI10.8% Usmani15.1% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic15.1% MSCI Islamic M-Series12.5% FTSE Shariah14.5% |
| CMC COMMERCIAL METALS COMPANY | NON_COMPLIANT | 0.84% | AAOIFI44.9% Usmani37.8% Dow Jones Islamic53.4% S&P Shariah55.5% MSCI Islamic35.9% MSCI Islamic M-Series55.5% FTSE Shariah33.6% |
| KMT KENNAMETAL INC | COMPLIANT | 0.81% | AAOIFI31.5% Usmani23.1% Dow Jones Islamic35.4% S&P Shariah37.0% MSCI Islamic23.1% MSCI Islamic M-Series37.0% FTSE Shariah21.6% |
| ALB ALBEMARLE CORP | COMPLIANT | 0.76% | AAOIFI13.1% Usmani13.2% Dow Jones Islamic15.4% S&P Shariah15.0% MSCI Islamic12.6% MSCI Islamic M-Series15.0% FTSE Shariah11.8% |
| HD HOME DEPOT INC (THE) | COMPLIANT | 0.75% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| EL ESTEE LAUDER COMPANIES INC (THE) | NON_COMPLIANT | 0.64% | AAOIFI25.1% Usmani46.9% Dow Jones Islamic30.8% S&P Shariah26.5% MSCI Islamic46.8% MSCI Islamic M-Series26.5% FTSE Shariah37.0% |
| COP CONOCOPHILLIPS | COMPLIANT | 0.49% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| FCX FREEPORT-MCMORAN INC | COMPLIANT | 0.46% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| META META PLATFORMS INC | QUESTIONABLE | 0.44% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
The published standards disagree about this fund by 17 points of portfolio weight — 56.9% of it passes AAOIFI, 40.0% 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 56.9% ratios fail on 34.6% 8.3% not rated under AAOIFI
ratios pass on 46.5% ratios fail on 31.6% 21.8% not rated under Usmani
ratios pass on 50.3% ratios fail on 41.2% 8.3% not rated under Dow Jones Islamic
ratios pass on 53.1% ratios fail on 38.4% 8.3% not rated under S&P Shariah
ratios pass on 40.0% ratios fail on 35.8% 24.1% not rated under MSCI Islamic
ratios pass on 50.3% ratios fail on 41.2% 8.3% not rated under MSCI Islamic M-Series
ratios pass on 46.1% ratios fail on 33.0% 20.8% not rated under FTSE Shariah
58 of 61 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 55 (91% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SCHW CHARLES SCHWAB CORP (THE) | 4.00% |
| JD JD.COM INC | 2.80% |
| ALL ALLSTATE CORP (THE) | 2.13% |
| APH AMPHENOL CORP | 2.10% |
| CFG CITIZENS FINANCIAL GROUP INC | 2.08% |
| MPC MARATHON PETROLEUM CORP | 2.04% |
| UMBF UMB FINANCIAL CORP | 2.04% |
| BOH BANK OF HAWAII CORP | 2.00% |
| PSX PHILLIPS 66 | 1.88% |
| PNFP PINNACLE FINANCIAL PARTNERS INC | 1.75% |
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.
PNBAX (PNBAX) 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 PNBAX — 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) | 43.70 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -180.38 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.09 | SELL |
| ROC (10) | -0.78 | SELL |
| Momentum (10) | -0.25 | SELL |
| EMA (10) | 31.94 | SELL |
| SMA (10) | 32.03 | SELL |
| EMA (20) | 31.97 | SELL |
| SMA (20) | 32.05 | SELL |
| EMA (30) | 31.88 | SELL |
| SMA (30) | 32.09 | SELL |
| EMA (50) | 31.55 | BUY |
| SMA (50) | 31.68 | SELL |
| EMA (100) | 30.62 | BUY |
| SMA (100) | 30.57 | BUY |
| EMA (200) | 29.10 | BUY |
| SMA (200) | 28.74 | BUY |
The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with large market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). In addition to common stocks and other equity securities, the fund may invest up to 25% of its assets in REITs and real estate-related investments, and a portion of its assets in non-U.S. securities, including emerging market securities.
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.