PYSVXETF / FundPutnam Small Cap Value Fund
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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.
Putnam Small Cap Value Fund · Putnam Investment Funds
124 holdings
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 118% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 63.33% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 37% turns out to be. Matching more holdings can only raise this share, never lower it.
124 holdings, 98 matched (69% of weight). Portfolio as of 2026-08-31, filed 2026-10-27. Source: SEC Form N-PORT.
3.67% of this portfolio’s income is non-permissible — weighted across holdings, computed over 48% of portfolio weight (67 of 124 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.
All holdings (124)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Putnam Cash Collateral Pool LLC | UNSCREENED | 18.43% | no in-house ratios for this holding |
| IBEX IBEX Holdings Ltd. | COMPLIANT | 1.59% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RNG RingCentral, Inc. | COMPLIANT | 1.51% | AAOIFI17.6% Usmani84.3% Dow Jones Islamic38.1% S&P Shariah39.9% MSCI Islamic84.3% MSCI Islamic M-Series39.9% FTSE Shariah81.1% |
| LFST LifeStance Health Group, Inc. | COMPLIANT | 1.46% | AAOIFI9.7% Usmani21.7% Dow Jones Islamic17.3% S&P Shariah18.0% MSCI Islamic21.7% MSCI Islamic M-Series18.0% FTSE Shariah12.5% |
| NIC Nicolet Bankshares, Inc. | NON_COMPLIANT | 1.38% | AAOIFI2.6% Usmani0.6% Dow Jones Islamic4.3% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| FSBC Five Star Bancorp | NON_COMPLIANT | 1.35% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UMBF UMB Financial Corp. | NON_COMPLIANT | 1.29% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| BULL Webull Corp. | NON_COMPLIANT | 1.27% | AAOIFI0.4% Usmani0.3% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.3% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| HNI HNI Corp. | NON_COMPLIANT | 1.18% | AAOIFI46.9% Usmani34.1% Dow Jones Islamic70.3% S&P Shariah75.5% MSCI Islamic33.9% MSCI Islamic M-Series75.5% FTSE Shariah28.5% |
| THRM Gentherm, Inc. | NON_COMPLIANT | 1.17% | AAOIFI26.0% Usmani23.7% Dow Jones Islamic37.2% S&P Shariah31.9% MSCI Islamic23.7% MSCI Islamic M-Series31.9% FTSE Shariah20.5% |
| Alliance Laundry Holdings, Inc. | UNSCREENED | 1.15% | no in-house ratios for this holding |
| ICFI ICF International, Inc. | NON_COMPLIANT | 1.15% | AAOIFI23.1% Usmani19.4% Dow Jones Islamic24.6% S&P Shariah20.3% MSCI Islamic19.4% MSCI Islamic M-Series20.3% FTSE Shariah19.4% |
| OPCH Option Care Health, Inc. | NON_COMPLIANT | 1.15% | AAOIFI35.7% Usmani37.6% Dow Jones Islamic27.4% S&P Shariah25.9% MSCI Islamic37.6% MSCI Islamic M-Series25.9% FTSE Shariah34.3% |
| HLLY Holley, Inc. | NON_COMPLIANT | 1.15% | AAOIFI155.4% Usmani49.0% Dow Jones Islamic158.6% S&P Shariah162.7% MSCI Islamic49.0% MSCI Islamic M-Series162.7% FTSE Shariah45.3% |
| DFIN Donnelley Financial Solutions, Inc. | COMPLIANT | 1.14% | AAOIFI16.9% Usmani25.4% Dow Jones Islamic14.7% S&P Shariah13.7% MSCI Islamic25.4% MSCI Islamic M-Series13.7% FTSE Shariah24.5% |
| SL Green Realty Corp. | UNSCREENED | 1.14% | no in-house ratios for this holding |
| BPOP Popular, Inc. | NON_COMPLIANT | 1.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Amneal Pharmaceuticals, Inc. | UNSCREENED | 1.10% | no in-house ratios for this holding |
| MGY Magnolia Oil & Gas Corp. | NON_COMPLIANT | 1.09% | AAOIFI6.5% Usmani13.2% Dow Jones Islamic9.0% S&P Shariah9.4% MSCI Islamic13.2% MSCI Islamic M-Series9.4% FTSE Shariah12.5% |
| PTEN Patterson-UTI Energy, Inc. | NON_COMPLIANT | 1.08% | AAOIFI29.2% Usmani23.9% Dow Jones Islamic42.4% S&P Shariah39.2% MSCI Islamic23.8% MSCI Islamic M-Series39.2% FTSE Shariah23.0% |
| SWX Southwest Gas Holdings, Inc. | NON_COMPLIANT | 1.07% | AAOIFI55.0% Usmani33.5% Dow Jones Islamic62.9% S&P Shariah67.5% MSCI Islamic33.5% MSCI Islamic M-Series67.5% FTSE Shariah33.5% |
| Broadstone Net Lease, Inc. | UNSCREENED | 1.07% | no in-house ratios for this holding |
| Aviat Networks, Inc. | UNSCREENED | 1.07% | no in-house ratios for this holding |
| HRI Herc Holdings, Inc. | NON_COMPLIANT | 1.07% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| MCFT MasterCraft Boat Holdings, Inc. | COMPLIANT | 1.06% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Horace Mann Educators Corp. | UNSCREENED | 1.06% | no in-house ratios for this holding |
| Prestige Consumer Healthcare, Inc. | UNSCREENED | 1.05% | no in-house ratios for this holding |
| HP Helmerich & Payne, Inc. | NON_COMPLIANT | 1.05% | AAOIFI42.0% Usmani29.6% Dow Jones Islamic66.3% S&P Shariah61.7% MSCI Islamic29.6% MSCI Islamic M-Series61.7% FTSE Shariah29.6% |
| COHU Cohu, Inc. | COMPLIANT | 1.04% | AAOIFI13.2% Usmani26.3% Dow Jones Islamic22.4% S&P Shariah22.6% MSCI Islamic26.3% MSCI Islamic M-Series22.6% FTSE Shariah23.5% |
| LMRI Lumexa Imaging Holdings, Inc. | NON_COMPLIANT | 1.04% | AAOIFI78.5% Usmani53.9% Dow Jones Islamic— S&P Shariah— MSCI Islamic50.8% MSCI Islamic M-Series— FTSE Shariah46.1% |
| PGEN Precigen, Inc. | NON_COMPLIANT | 1.04% | AAOIFI3.9% Usmani57.7% Dow Jones Islamic9.9% S&P Shariah12.7% MSCI Islamic57.7% MSCI Islamic M-Series12.7% FTSE Shariah55.1% |
| Ladder Capital Corp. | UNSCREENED | 1.03% | no in-house ratios for this holding |
| CWST Casella Waste Systems, Inc. | COMPLIANT | 1.02% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| OGS ONE Gas, Inc. | NON_COMPLIANT | 1.01% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| AX Axos Financial, Inc. | NON_COMPLIANT | 1.01% | AAOIFI23.3% Usmani4.3% Dow Jones Islamic28.2% S&P Shariah32.0% MSCI Islamic4.3% MSCI Islamic M-Series32.0% FTSE Shariah4.3% |
| CVCO Cavco Industries, Inc. | COMPLIANT | 1.00% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| MCB Metropolitan Bank Holding Corp. | NON_COMPLIANT | 0.99% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Brixmor Property Group, Inc. | UNSCREENED | 0.99% | no in-house ratios for this holding |
| TBBK Bancorp, Inc. (The) | NON_COMPLIANT | 0.99% | AAOIFI269.0% Usmani79.6% Dow Jones Islamic270.7% S&P Shariah295.8% MSCI Islamic79.6% MSCI Islamic M-Series295.8% FTSE Shariah79.6% |
| OSBC Old Second Bancorp, Inc. | NON_COMPLIANT | 0.99% | AAOIFI35.8% Usmani6.8% Dow Jones Islamic50.7% S&P Shariah56.9% MSCI Islamic6.8% MSCI Islamic M-Series56.9% FTSE Shariah6.8% |
| CWBC Community West Bancshares | NON_COMPLIANT | 0.99% | AAOIFI9.7% Usmani1.4% Dow Jones Islamic16.0% S&P Shariah18.7% MSCI Islamic1.4% MSCI Islamic M-Series18.7% FTSE Shariah1.4% |
| VMI Valmont Industries, Inc. | COMPLIANT | 0.98% | AAOIFI9.4% Usmani25.2% Dow Jones Islamic11.5% S&P Shariah13.0% MSCI Islamic25.2% MSCI Islamic M-Series13.0% FTSE Shariah21.1% |
| AHR American Healthcare REIT, Inc. | COMPLIANT | 0.97% | AAOIFI14.3% Usmani33.6% Dow Jones Islamic22.1% S&P Shariah25.8% MSCI Islamic31.1% MSCI Islamic M-Series25.8% FTSE Shariah31.1% |
| DHC Diversified Healthcare Trust | NON_COMPLIANT | 0.97% | AAOIFI134.3% Usmani57.6% Dow Jones Islamic211.6% S&P Shariah249.7% MSCI Islamic57.6% MSCI Islamic M-Series249.7% FTSE Shariah57.6% |
| Portland General Electric Co. | UNSCREENED | 0.97% | no in-house ratios for this holding |
| HR Healthcare Realty Trust, Inc. | NON_COMPLIANT | 0.96% | AAOIFI63.6% Usmani46.3% Dow Jones Islamic71.4% S&P Shariah74.8% MSCI Islamic46.3% MSCI Islamic M-Series74.8% FTSE Shariah46.3% |
| PRAA PRA Group, Inc. | NON_COMPLIANT | 0.96% | AAOIFI525.0% Usmani71.8% Dow Jones Islamic540.1% S&P Shariah500.7% MSCI Islamic71.8% MSCI Islamic M-Series500.7% FTSE Shariah71.8% |
| VAC Marriott Vacations Worldwide Corp. | NON_COMPLIANT | 0.96% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MH McGraw Hill, Inc. | NON_COMPLIANT | 0.95% | AAOIFI108.1% Usmani49.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic49.0% MSCI Islamic M-Seriesfail FTSE Shariah47.9% |
| BMRN BioMarin Pharmaceutical, Inc. | NON_COMPLIANT | 0.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TRTX TPG RE Finance Trust, Inc. | NON_COMPLIANT | 0.94% | AAOIFI558.4% Usmani75.6% Dow Jones Islamic560.5% S&P Shariah618.8% MSCI Islamic75.6% MSCI Islamic M-Series618.8% FTSE Shariah75.6% |
| AQN.TO Algonquin Power & Utilities Corp. | NON_COMPLIANT | 0.93% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ACHC Acadia Healthcare Co., Inc. | NON_COMPLIANT | 0.93% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| YSWY Yesway, Inc. | NON_COMPLIANT | 0.92% | AAOIFI55.0% Usmani35.2% Dow Jones Islamic— S&P Shariah— MSCI Islamic35.1% MSCI Islamic M-Series— FTSE Shariah19.0% |
| NMRK Newmark Group, Inc. | NON_COMPLIANT | 0.92% | AAOIFI50.7% Usmani26.3% Dow Jones Islamic51.6% S&P Shariah58.7% MSCI Islamic26.3% MSCI Islamic M-Series58.7% FTSE Shariah16.7% |
| SKYW SkyWest, Inc. | NON_COMPLIANT | 0.91% | AAOIFI62.0% Usmani32.2% Dow Jones Islamic59.8% S&P Shariah68.4% MSCI Islamic32.2% MSCI Islamic M-Series68.4% FTSE Shariah31.0% |
| RIG Transocean Ltd. | NON_COMPLIANT | 0.90% | AAOIFI78.3% Usmani33.8% Dow Jones Islamic118.5% S&P Shariah113.6% MSCI Islamic33.8% MSCI Islamic M-Series113.6% FTSE Shariah33.8% |
| DBD Diebold Nixdorf, Inc. | NON_COMPLIANT | 0.88% | AAOIFI48.7% Usmani29.7% Dow Jones Islamic51.4% S&P Shariah58.9% MSCI Islamic29.7% MSCI Islamic M-Series58.9% FTSE Shariah25.2% |
| ABX Abacus Global Management, Inc. | NON_COMPLIANT | 0.88% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Academy Sports & Outdoors, Inc. | UNSCREENED | 0.88% | no in-house ratios for this holding |
| WNC Wabash National Corp. | NON_COMPLIANT | 0.87% | AAOIFI105.1% Usmani43.2% Dow Jones Islamic110.5% S&P Shariah81.3% MSCI Islamic43.2% MSCI Islamic M-Series81.3% FTSE Shariah40.5% |
| Rocky Brands, Inc. | UNSCREENED | 0.86% | no in-house ratios for this holding |
| OXM Oxford Industries, Inc. | NON_COMPLIANT | 0.86% | AAOIFI114.2% Usmani40.3% Dow Jones Islamic71.9% S&P Shariah55.9% MSCI Islamic40.3% MSCI Islamic M-Series55.9% FTSE Shariah5.6% |
| BANC Banc of California, Inc. | NON_COMPLIANT | 0.86% | AAOIFI224.2% Usmani19.2% Dow Jones Islamic267.0% S&P Shariah317.7% MSCI Islamic19.2% MSCI Islamic M-Series317.7% FTSE Shariah19.2% |
| VLY Valley National Bancorp | NON_COMPLIANT | 0.85% | AAOIFI41.6% Usmani5.0% Dow Jones Islamic57.4% S&P Shariah64.9% MSCI Islamic5.0% MSCI Islamic M-Series64.9% FTSE Shariah5.0% |
| Archrock, Inc. | UNSCREENED | 0.83% | no in-house ratios for this holding |
| CYTK Cytokinetics, Inc. | NON_COMPLIANT | 0.83% | AAOIFI3.9% Usmani20.7% Dow Jones Islamic5.9% S&P Shariah6.2% MSCI Islamic20.7% MSCI Islamic M-Series6.2% FTSE Shariah14.3% |
| NEWT NewtekOne, Inc. | NON_COMPLIANT | 0.82% | AAOIFI154.2% Usmani17.4% Dow Jones Islamic173.8% S&P Shariah181.8% MSCI Islamic17.4% MSCI Islamic M-Series181.8% FTSE Shariah17.4% |
| PR Permian Resources Corp. | COMPLIANT | 0.82% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| Jefferson Capital, Inc. | UNSCREENED | 0.80% | no in-house ratios for this holding |
| AAP Advance Auto Parts, Inc. | NON_COMPLIANT | 0.79% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| FRST Primis Financial Corp. | NON_COMPLIANT | 0.79% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SIG Signet Jewelers Ltd. | NON_COMPLIANT | 0.78% | AAOIFI31.0% Usmani21.9% Dow Jones Islamic35.8% S&P Shariah34.3% MSCI Islamic21.9% MSCI Islamic M-Series34.3% FTSE Shariah0.0% |
| JBTM JBT Marel Corp. | NON_COMPLIANT | 0.76% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| HL Hecla Mining Co. | COMPLIANT | 0.75% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AR Antero Resources Corp. | NON_COMPLIANT | 0.75% | AAOIFI37.8% Usmani30.3% Dow Jones Islamic42.6% S&P Shariah46.0% MSCI Islamic30.3% MSCI Islamic M-Series46.0% FTSE Shariah17.2% |
| Capri Holdings Ltd. | UNSCREENED | 0.74% | no in-house ratios for this holding |
| HBM Hudbay Minerals, Inc. | COMPLIANT | 0.73% | AAOIFI5.7% Usmani16.2% Dow Jones Islamic17.1% S&P Shariah22.3% MSCI Islamic16.2% MSCI Islamic M-Series22.3% FTSE Shariah16.2% |
| AVBH Avidbank Holdings, Inc. | NON_COMPLIANT | 0.72% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CBK Commercial Bancgroup, Inc. | NON_COMPLIANT | 0.72% | AAOIFI36.9% Usmani7.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic7.4% MSCI Islamic M-Seriesfail FTSE Shariah7.4% |
| PII Polaris, Inc. | NON_COMPLIANT | 0.72% | AAOIFI47.5% Usmani31.8% Dow Jones Islamic52.1% S&P Shariah45.9% MSCI Islamic31.7% MSCI Islamic M-Series45.9% FTSE Shariah29.5% |
| First Community Corp. | UNSCREENED | 0.71% | no in-house ratios for this holding |
| NRIM Northrim BanCorp, Inc. | NON_COMPLIANT | 0.71% | AAOIFI373.4% Usmani63.3% Dow Jones Islamic444.4% S&P Shariah524.3% MSCI Islamic63.3% MSCI Islamic M-Series524.3% FTSE Shariah63.3% |
| SFST Southern First Bancshares, Inc. | NON_COMPLIANT | 0.69% | AAOIFI218.3% Usmani28.0% Dow Jones Islamic337.4% S&P Shariah384.2% MSCI Islamic28.0% MSCI Islamic M-Series384.2% FTSE Shariah28.0% |
| EGBN Eagle Bancorp, Inc. | NON_COMPLIANT | 0.69% | AAOIFI77.6% Usmani6.9% Dow Jones Islamic95.8% S&P Shariah99.4% MSCI Islamic6.9% MSCI Islamic M-Series99.4% FTSE Shariah6.9% |
| WD Walker & Dunlop, Inc. | NON_COMPLIANT | 0.69% | AAOIFI3.6% Usmani1.2% Dow Jones Islamic2.6% S&P Shariah2.4% MSCI Islamic1.2% MSCI Islamic M-Series2.4% FTSE Shariah1.2% |
| SGI Somnigroup International, Inc. | NON_COMPLIANT | 0.68% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| KALU Kaiser Aluminum Corp. | NON_COMPLIANT | 0.68% | AAOIFI39.7% Usmani36.7% Dow Jones Islamic65.1% S&P Shariah72.6% MSCI Islamic36.6% MSCI Islamic M-Series72.6% FTSE Shariah35.7% |
| TCBX Third Coast Bancshares, Inc. | NON_COMPLIANT | 0.66% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WSC WillScot Holdings Corp. | NON_COMPLIANT | 0.66% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| TROX Tronox Holdings plc | NON_COMPLIANT | 0.64% | AAOIFI435.1% Usmani56.2% Dow Jones Islamic307.2% S&P Shariah236.0% MSCI Islamic56.2% MSCI Islamic M-Series236.0% FTSE Shariah53.1% |
| BTSG BrightSpring Health Services, Inc. | COMPLIANT | 0.64% | AAOIFI20.1% Usmani39.9% Dow Jones Islamic35.2% S&P Shariah43.5% MSCI Islamic39.6% MSCI Islamic M-Series43.5% FTSE Shariah36.6% |
| AVO Mission Produce, Inc. | NON_COMPLIANT | 0.62% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VSH Vishay Intertechnology, Inc. | COMPLIANT | 0.61% | AAOIFI23.9% Usmani21.3% Dow Jones Islamic38.3% S&P Shariah38.9% MSCI Islamic21.3% MSCI Islamic M-Series38.9% FTSE Shariah18.9% |
| REF Reformation, Inc. | NON_COMPLIANT | 0.61% | AAOIFI48.1% Usmani43.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic43.3% MSCI Islamic M-Series— FTSE Shariah24.0% |
| ATRO Astronics Corp. | NON_COMPLIANT | 0.60% | AAOIFI13.5% Usmani46.4% Dow Jones Islamic21.0% S&P Shariah26.8% MSCI Islamic46.4% MSCI Islamic M-Series26.8% FTSE Shariah40.8% |
| CCB Coastal Financial Corp. | NON_COMPLIANT | 0.59% | AAOIFI0.6% Usmani0.1% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic0.1% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| Allegiant Travel Co. | UNSCREENED | 0.59% | no in-house ratios for this holding |
| Teekay Tankers Ltd. | UNSCREENED | 0.58% | no in-house ratios for this holding |
| UNIT Uniti Group, Inc. | NON_COMPLIANT | 0.58% | AAOIFI446.3% Usmani85.5% Dow Jones Islamic541.0% S&P Shariah566.1% MSCI Islamic85.5% MSCI Islamic M-Series566.1% FTSE Shariah82.0% |
| CENX Century Aluminum Co. | COMPLIANT | 0.57% | AAOIFI10.4% Usmani16.7% Dow Jones Islamic15.7% S&P Shariah19.8% MSCI Islamic16.7% MSCI Islamic M-Series19.8% FTSE Shariah16.7% |
| STNG Scorpio Tankers, Inc. | NON_COMPLIANT | 0.56% | AAOIFI15.1% Usmani15.8% Dow Jones Islamic21.1% S&P Shariah19.9% MSCI Islamic15.8% MSCI Islamic M-Series19.9% FTSE Shariah15.8% |
| RRX Regal Rexnord Corp. | NON_COMPLIANT | 0.55% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| CNR Core Natural Resources, Inc. | COMPLIANT | 0.51% | AAOIFI9.1% Usmani7.3% Dow Jones Islamic11.1% S&P Shariah12.3% MSCI Islamic7.3% MSCI Islamic M-Series12.3% FTSE Shariah7.3% |
| RIOT Riot Platforms, Inc. | COMPLIANT | 0.51% | AAOIFI10.7% Usmani26.9% Dow Jones Islamic16.7% S&P Shariah20.0% MSCI Islamic26.9% MSCI Islamic M-Series20.0% FTSE Shariah25.8% |
| Frontline plc | UNSCREENED | 0.51% | no in-house ratios for this holding |
| TCMD Tactile Systems Technology, Inc. | COMPLIANT | 0.50% | AAOIFI2.9% Usmani5.1% Dow Jones Islamic3.3% S&P Shariah3.6% MSCI Islamic5.1% MSCI Islamic M-Series3.6% FTSE Shariah0.0% |
| Unity Bancorp, Inc. | UNSCREENED | 0.50% | no in-house ratios for this holding |
| RLGT Radiant Logistics, Inc. | COMPLIANT | 0.50% | AAOIFI13.3% Usmani12.4% Dow Jones Islamic16.6% S&P Shariah17.6% MSCI Islamic12.2% MSCI Islamic M-Series17.6% FTSE Shariah0.0% |
| CNOB ConnectOne Bancorp, Inc. | NON_COMPLIANT | 0.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JANX Janux Therapeutics, Inc. | NON_COMPLIANT | 0.42% | AAOIFI1.7% Usmani2.1% Dow Jones Islamic1.4% S&P Shariah1.4% MSCI Islamic2.1% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| Vaxcyte, Inc. | UNSCREENED | 0.41% | no in-house ratios for this holding |
| SR Spire, Inc. | NON_COMPLIANT | 0.35% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| HYPD Hyperion DeFi, Inc. | NON_COMPLIANT | 0.32% | AAOIFI22.2% Usmani9.9% Dow Jones Islamic39.4% S&P Shariah29.2% MSCI Islamic9.9% MSCI Islamic M-Series29.2% FTSE Shariah9.5% |
| Codexis, Inc. | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CLSK Cleanspark, Inc. | NON_COMPLIANT | 0.27% | AAOIFI54.6% Usmani65.9% Dow Jones Islamic56.9% S&P Shariah61.3% MSCI Islamic65.9% MSCI Islamic M-Series61.3% FTSE Shariah65.9% |
| AVBC Avidia Bancorp, Inc. | NON_COMPLIANT | 0.24% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic0.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| REalloys, Inc. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| KEEL Keel Infrastructure Corp. | NON_COMPLIANT | 0.17% | AAOIFI48.4% Usmani73.3% Dow Jones Islamic84.8% S&P Shariah100.6% MSCI Islamic73.2% MSCI Islamic M-Series100.6% FTSE Shariah72.5% |
| USAR USA Rare Earth, Inc. | NON_COMPLIANT | 0.14% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| Putnam Short Term Investment Fund | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CRML Critical Metals Corp. | COMPLIANT | 0.06% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| DCGO DocGo, Inc. | NON_COMPLIANT | 0.04% | AAOIFI25.2% Usmani13.9% Dow Jones Islamic5.3% S&P Shariah3.7% MSCI Islamic5.4% MSCI Islamic M-Series3.7% FTSE Shariah0.1% |
| BlackBox, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 9 points of portfolio weight — 26.9% of it passes FTSE Shariah, 17.6% 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 23.0% ratios fail on 54.1% 41.3% not rated under AAOIFI
ratios pass on 25.2% ratios fail on 51.6% 41.5% not rated under Usmani
ratios pass on 17.6% ratios fail on 56.9% 43.8% not rated under Dow Jones Islamic
ratios pass on 19.8% ratios fail on 54.7% 43.9% not rated under S&P Shariah
ratios pass on 21.3% ratios fail on 53.7% 43.4% not rated under MSCI Islamic
ratios pass on 17.6% ratios fail on 56.9% 43.9% not rated under MSCI Islamic M-Series
ratios pass on 26.9% ratios fail on 46.3% 45.2% not rated under FTSE Shariah
98 of 124 listed holdings carry our own per-methodology verdicts (81% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 90 (75% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| NIC Nicolet Bankshares, Inc. | 1.38% |
| FSBC Five Star Bancorp | 1.35% |
| UMBF UMB Financial Corp. | 1.29% |
| BULL Webull Corp. | 1.27% |
| HNI HNI Corp. | 1.18% |
| THRM Gentherm, Inc. | 1.17% |
| ICFI ICF International, Inc. | 1.15% |
| OPCH Option Care Health, Inc. | 1.15% |
| HLLY Holley, Inc. | 1.15% |
| BPOP Popular, Inc. | 1.11% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Putnam Small Cap Value Fund (PYSVX) 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 |
|---|---|---|
| Putnam Cash Collateral Pool LLCnot matched to a ticker | 18.43% | Not screened |
| IBEXIBEX Holdings Ltd. | 1.59% | Compliant |
| RNGRingCentral, Inc. | 1.51% | Compliant |
| LFSTLifeStance Health Group, Inc. | 1.46% | Compliant |
| NICNicolet Bankshares, Inc. | 1.38% | Non-compliant |
| FSBCFive Star Bancorp | 1.35% | Non-compliant |
| UMBFUMB Financial Corp. | 1.29% | Non-compliant |
| BULLWebull Corp. | 1.27% | Non-compliant |
| HNIHNI Corp. | 1.18% | Non-compliant |
| THRMGentherm, Inc. | 1.17% | Non-compliant |
Top 10 of 124 holdings, 30.6% 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.
- Putnam Cash Collateral Pool LLCnot screened18.43%
- NICnon-compliant1.38%
- FSBCnon-compliant1.35%
- UMBFnon-compliant1.29%
- BULLnon-compliant1.27%
- HNInon-compliant1.18%
What changed, and when
Verdict history for PYSVX. 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 PYSVX 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) | 48.80 | NEUTRAL |
| Stochastic %K (14) | 38.82 | NEUTRAL |
| CCI (20) | -19.45 | NEUTRAL |
| Williams %R (14) | -61.18 | NEUTRAL |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -2.22 | SELL |
| Momentum (10) | -0.44 | SELL |
| EMA (10) | 19.42 | SELL |
| SMA (10) | 19.45 | SELL |
| EMA (20) | 19.40 | SELL |
| SMA (20) | 19.40 | SELL |
| EMA (30) | 19.41 | SELL |
| SMA (30) | 19.31 | BUY |
| EMA (50) | 19.46 | SELL |
| SMA (50) | 19.39 | SELL |
| EMA (100) | 19.44 | SELL |
| SMA (100) | 19.84 | SELL |
| EMA (200) | 18.79 | BUY |
| SMA (200) | 19.02 | 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.