Verdicts genuinely change. Free email alert the moment SWSFX's does — no target price to set, unlike "Alert" above.
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.
Ultra-Short Fixed Income Fund · Northern Funds
273 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED None of this fund's 273 holdings are companies in our screened equity universe. Our look-through screens equities, so it does not apply to a fund holding bonds, sukuk or other instruments — this is not a gap in our data about the fund.
Largest holdings: WALT DISNEY CO/THE FRN, BANK OF AMERICA CORP FRN, NI US GOV T PORTFOLIO, UNITED STATES TSY. 3.50%, NATWEST MARKETS PLC FRN.
273 holdings, 3 matched (0% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
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 |
|---|---|---|---|
| WALT DISNEY CO/THE FRN | UNSCREENED | 2.29% | no in-house ratios for this holding |
| BANK OF AMERICA CORP FRN | UNSCREENED | 1.89% | no in-house ratios for this holding |
| NI US GOV T PORTFOLIO | UNSCREENED | 1.85% | no in-house ratios for this holding |
| UNITED STATES TSY. 3.50% | UNSCREENED | 1.64% | no in-house ratios for this holding |
| NATWEST MARKETS PLC FRN | UNSCREENED | 1.54% | no in-house ratios for this holding |
| ABBOTT LABORATORIES FRN | UNSCREENED | 1.48% | no in-house ratios for this holding |
| MIZUHO FINANCIAL GRO FRN | UNSCREENED | 1.40% | no in-house ratios for this holding |
| INGERSOLL RAND INC 5.197% | UNSCREENED | 1.39% | no in-house ratios for this holding |
| GLENCORE FNDG. LLC FRN | UNSCREENED | 1.18% | no in-house ratios for this holding |
| CITIGROUP INC FRN | UNSCREENED | 1.16% | no in-house ratios for this holding |
| BANK OF NEW ZEALAND FRN | UNSCREENED | 1.16% | no in-house ratios for this holding |
| CHARLES SCHWAB CORP/T FRN | UNSCREENED | 1.11% | no in-house ratios for this holding |
| UNITED STATES TSY. 3.875% | UNSCREENED | 1.10% | no in-house ratios for this holding |
| Northern Institutional Liquid Asset Portfolio | UNSCREENED | 0.97% | no in-house ratios for this holding |
| BANQUE FEDERATIVE DU FRN | UNSCREENED | 0.96% | no in-house ratios for this holding |
| MACQUARIE BANK LTD FRN | UNSCREENED | 0.94% | no in-house ratios for this holding |
| SVENSKA HANDELSBANKEN FRN | UNSCREENED | 0.84% | no in-house ratios for this holding |
| CANADIAN IMPERIAL BAN FRN | UNSCREENED | 0.83% | no in-house ratios for this holding |
| MCDONALD S CORP 3.50% | UNSCREENED | 0.82% | no in-house ratios for this holding |
| MONDELEZ INTERNATI 2.625% | UNSCREENED | 0.82% | no in-house ratios for this holding |
| WESTPAC BANKING FRN | UNSCREENED | 0.82% | no in-house ratios for this holding |
| NORDEA BANK ABP FRN | UNSCREENED | 0.79% | no in-house ratios for this holding |
| MERCK INC FRN | UNSCREENED | 0.76% | no in-house ratios for this holding |
| RIO TINTO FIN. USA PL FRN | UNSCREENED | 0.75% | no in-house ratios for this holding |
| EXELON CORP 2.75% | UNSCREENED | 0.74% | no in-house ratios for this holding |
| MORGAN STANLEY BK FLTG RT | UNSCREENED | 0.72% | no in-house ratios for this holding |
| CHEVRON PHILLIPS CH 3.40% | UNSCREENED | 0.72% | no in-house ratios for this holding |
| ARTHUR J GALLAGHER 4.60% | UNSCREENED | 0.72% | no in-house ratios for this holding |
| JPMORGAN CHASE & CO FRN | UNSCREENED | 0.72% | no in-house ratios for this holding |
| BMW US CAP. LLC FRN | UNSCREENED | 0.69% | no in-house ratios for this holding |
| NATIONAL AUSTRALIA BA FRN | UNSCREENED | 0.68% | no in-house ratios for this holding |
| BHP BILLITON FIN. U 5.25% | UNSCREENED | 0.67% | no in-house ratios for this holding |
| T-MOBILE USA INC 3.75% | UNSCREENED | 0.66% | no in-house ratios for this holding |
| AERCAP IRELAND CAP. 2.45% | UNSCREENED | 0.66% | no in-house ratios for this holding |
| PNC FINL. SERVS. GRP. FRN | UNSCREENED | 0.64% | no in-house ratios for this holding |
| GENERAL MOTORS FINL. FRN | UNSCREENED | 0.64% | no in-house ratios for this holding |
| WELLS FARGO & CO FRN | UNSCREENED | 0.63% | no in-house ratios for this holding |
| PNC FINL. SERVS. GRP. FRN | UNSCREENED | 0.63% | no in-house ratios for this holding |
| ORACLE CORP FRN | UNSCREENED | 0.63% | no in-house ratios for this holding |
| INTUIT INC 5.25% | UNSCREENED | 0.63% | no in-house ratios for this holding |
| SANTANDER HLDGS. USA FRN | UNSCREENED | 0.61% | no in-house ratios for this holding |
| LLOYDS BANKING GRP. P FRN | UNSCREENED | 0.61% | no in-house ratios for this holding |
| MORGAN STANLEY FRN | UNSCREENED | 0.61% | no in-house ratios for this holding |
| ZIMMER BIOMET HLDGS 4.70% | UNSCREENED | 0.60% | no in-house ratios for this holding |
| SYNOPSYS INC 4.55% | UNSCREENED | 0.60% | no in-house ratios for this holding |
| BANK OF MONTREAL FRN | UNSCREENED | 0.60% | no in-house ratios for this holding |
| SALESFORCE INC 4.50% | UNSCREENED | 0.59% | no in-house ratios for this holding |
| NTT FIN. CORP FRN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| DAIMLER TRUCK FIN. NO FRN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| NATIONWIDE BLDG. SOCI FRN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| MORGAN STANLEY PRIVAT FRN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| J.P. MORGAN MTGE. TST VAR | UNSCREENED | 0.59% | no in-house ratios for this holding |
| BAMLL COMMERCIAL MORT VAR | UNSCREENED | 0.56% | no in-house ratios for this holding |
| JPMORGAN CHASE & CO FRN | UNSCREENED | 0.56% | no in-house ratios for this holding |
| UNITEDHEALTH GRP. INC FRN | UNSCREENED | 0.56% | no in-house ratios for this holding |
| HSBC HLDGS. PLC FRN | UNSCREENED | 0.55% | no in-house ratios for this holding |
| DIAMONDBACK ENERGY 5.20% | UNSCREENED | 0.55% | no in-house ratios for this holding |
| HYUNDAI CAP. AMERICA FRN | UNSCREENED | 0.55% | no in-house ratios for this holding |
| HYUNDAI CAP. AMERICA FRN | UNSCREENED | 0.55% | no in-house ratios for this holding |
| BUNGE FIN. CORP 4.90% | UNSCREENED | 0.55% | no in-house ratios for this holding |
| SVENSKA HANDELSBANKEN FRN | UNSCREENED | 0.55% | no in-house ratios for this holding |
| UNITED STATES TSY. 4.125% | UNSCREENED | 0.55% | no in-house ratios for this holding |
| HONEYWELL AEROSPACE I FRN | UNSCREENED | 0.55% | no in-house ratios for this holding |
| HESS CORP 4.30% | UNSCREENED | 0.55% | no in-house ratios for this holding |
| AT&T INC 4.25% | UNSCREENED | 0.55% | no in-house ratios for this holding |
| AIR LEASE CORP 1.875% | UNSCREENED | 0.53% | no in-house ratios for this holding |
| STRYKER CORP 4.55% | UNSCREENED | 0.52% | no in-house ratios for this holding |
| MACQUARIE BANK LT 5.272% | UNSCREENED | 0.52% | no in-house ratios for this holding |
| BANK OF MONTREAL F2F | UNSCREENED | 0.52% | no in-house ratios for this holding |
| BARCLAYS PLC FRN | UNSCREENED | 0.50% | no in-house ratios for this holding |
| ROYAL BANK OF CANADA FRN | UNSCREENED | 0.50% | no in-house ratios for this holding |
| AMERICAN HONDA FIN. C FRN | UNSCREENED | 0.50% | no in-house ratios for this holding |
| CHEVRON USA INC FRN | UNSCREENED | 0.49% | no in-house ratios for this holding |
| TOYOTA MOTOR CREDIT C FRN | UNSCREENED | 0.48% | no in-house ratios for this holding |
| AMPHENOL CORP FRN | UNSCREENED | 0.48% | no in-house ratios for this holding |
| AMERICAN CREDIT ACC 4.75% | UNSCREENED | 0.47% | no in-house ratios for this holding |
| NORDEA BANK ABP FRN | UNSCREENED | 0.47% | no in-house ratios for this holding |
| BRAVO RESIDENTIAL 5.604% | UNSCREENED | 0.45% | no in-house ratios for this holding |
| PUBLIC STORAGE OPERAT FRN | UNSCREENED | 0.45% | no in-house ratios for this holding |
| CREDIT AGRICOLE SA F2F | UNSCREENED | 0.44% | no in-house ratios for this holding |
| SANTANDER MTGE. AS 5.455% | UNSCREENED | 0.44% | no in-house ratios for this holding |
| SCHLUMBERGER HLDGS. 5.00% | UNSCREENED | 0.43% | no in-house ratios for this holding |
| PAYPAL HLDGS. INC FRN | UNSCREENED | 0.43% | no in-house ratios for this holding |
| AGILENT TECHS. INC 4.20% | UNSCREENED | 0.43% | no in-house ratios for this holding |
| BOSTON PROPERTIES L 2.75% | UNSCREENED | 0.42% | no in-house ratios for this holding |
| SYSCO CORP 3.25% | UNSCREENED | 0.42% | no in-house ratios for this holding |
| CARGILL INC FRN | UNSCREENED | 0.41% | no in-house ratios for this holding |
| BNP PARIBAS SA F2F | UNSCREENED | 0.41% | no in-house ratios for this holding |
| MERCEDES-BENZ FIN. 4.75% | UNSCREENED | 0.41% | no in-house ratios for this holding |
| BLACKROCK FNDG. INC 4.60% | UNSCREENED | 0.41% | no in-house ratios for this holding |
| FIFTH THIRD BANK NA FRN | UNSCREENED | 0.40% | no in-house ratios for this holding |
| SUMITOMO MITSUI FIN 5.88% | UNSCREENED | 0.40% | no in-house ratios for this holding |
| AMCOR FLEXIBLES NOR 4.80% | UNSCREENED | 0.39% | no in-house ratios for this holding |
| EATON CORP 3.85% | UNSCREENED | 0.39% | no in-house ratios for this holding |
| STATE STREET CORP 4.33% | UNSCREENED | 0.39% | no in-house ratios for this holding |
| DEUTSCHE BANK AG/NEW FRN | UNSCREENED | 0.39% | no in-house ratios for this holding |
| SWEDBANK AB 6.136% | UNSCREENED | 0.39% | no in-house ratios for this holding |
| AMERICAN TOWER COR 3.375% | UNSCREENED | 0.38% | no in-house ratios for this holding |
| L3HARRIS TECHS. INC 5.40% | UNSCREENED | 0.38% | no in-house ratios for this holding |
| TRUIST BANK F2F | UNSCREENED | 0.38% | no in-house ratios for this holding |
| EVERGREEN CREDIT CA 5.25% | UNSCREENED | 0.37% | no in-house ratios for this holding |
| SANTANDER MTGE. AS 5.599% | UNSCREENED | 0.37% | no in-house ratios for this holding |
| TORONTO-DOMINION BANK FRN | UNSCREENED | 0.37% | no in-house ratios for this holding |
| NEXTERA ENERGY CAP. H FRN | UNSCREENED | 0.37% | no in-house ratios for this holding |
| DEUTSCHE BANK AG/NEW FRN | UNSCREENED | 0.36% | no in-house ratios for this holding |
| MERCEDES-BENZ FIN. N FRN | UNSCREENED | 0.36% | no in-house ratios for this holding |
| CREDIT AGRICOLE SA FRN | UNSCREENED | 0.36% | no in-house ratios for this holding |
| NATIONAL BANK OF CANA FRN | UNSCREENED | 0.34% | no in-house ratios for this holding |
| ANZ NEW ZEALAND INT L FRN | UNSCREENED | 0.34% | no in-house ratios for this holding |
| KEURIG DR PEPPER INC FRN | UNSCREENED | 0.34% | no in-house ratios for this holding |
| L3HARRIS TECHS. INC 3.85% | UNSCREENED | 0.34% | no in-house ratios for this holding |
| CREDIT AGRICOLE SA FRN | UNSCREENED | 0.33% | no in-house ratios for this holding |
| VMWARE LLC 1.40% | UNSCREENED | 0.33% | no in-house ratios for this holding |
| DAIMLER TRUCK FIN. NO FRN | UNSCREENED | 0.33% | no in-house ratios for this holding |
| SUMITOMO MITSUI FINAN FRN | UNSCREENED | 0.32% | no in-house ratios for this holding |
| RESEARCH-DRIVEN PA 5.817% | UNSCREENED | 0.32% | no in-house ratios for this holding |
| BARCLAYS PLC FRN | UNSCREENED | 0.32% | no in-house ratios for this holding |
| HEWLETT PACKARD ENT 4.45% | UNSCREENED | 0.31% | no in-house ratios for this holding |
| AMERICAN EXPRESS CO FRN | UNSCREENED | 0.31% | no in-house ratios for this holding |
| AUSTRALIA & NEW ZEALA FRN | UNSCREENED | 0.31% | no in-house ratios for this holding |
| DR HORTON INC 1.30% | UNSCREENED | 0.31% | no in-house ratios for this holding |
| CONSTELLATION ENERGY FRN | UNSCREENED | 0.31% | no in-house ratios for this holding |
| CITIGROUP INC FRN | UNSCREENED | 0.30% | no in-house ratios for this holding |
| UBS AG/STAMFORD CT F2F | UNSCREENED | 0.30% | no in-house ratios for this holding |
| CNH INDL. CAP. LLC 1.45% | UNSCREENED | 0.30% | no in-house ratios for this holding |
| BXP TST. 2017-GM 3.379% | UNSCREENED | 0.30% | no in-house ratios for this holding |
| PROVIDENT FNDG. MTGE. VAR | UNSCREENED | 0.30% | no in-house ratios for this holding |
| MARSH & MCLENNAN COS FRN | UNSCREENED | 0.29% | no in-house ratios for this holding |
| LPL HLDGS. INC 5.70% | UNSCREENED | 0.29% | no in-house ratios for this holding |
| SANTANDER DRIVE AUT 3.93% | UNSCREENED | 0.29% | no in-house ratios for this holding |
| DEUTSCHE BANK AG/NEW F2F | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MARS INC 4.60% | UNSCREENED | 0.29% | no in-house ratios for this holding |
| BANQUE FEDERATIVE DU FRN | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ONEOK INC 5.55% | UNSCREENED | 0.28% | no in-house ratios for this holding |
| JOHN DEERE CAP. CORP FRN | UNSCREENED | 0.28% | no in-house ratios for this holding |
| TORONTO-DOMINION B 4.568% | UNSCREENED | 0.28% | no in-house ratios for this holding |
| NUTRIEN LTD 4.50% | UNSCREENED | 0.28% | no in-house ratios for this holding |
| TORONTO-DOMINION BANK FRN | UNSCREENED | 0.28% | no in-house ratios for this holding |
| WESTPAC BANKING CORP FRN | UNSCREENED | 0.28% | no in-house ratios for this holding |
| AMERICAN EXPRESS FRN | UNSCREENED | 0.28% | no in-house ratios for this holding |
| SUMITOMO MITSUI TST 4.45% | UNSCREENED | 0.28% | no in-house ratios for this holding |
| VERIZON COMMUNICAT 4.125% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| LEGENDS OUTLETS KA 6.247% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| WELLS FARGO & CO 3.00% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| US BANCORP 3.15% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CARRIER GBL. CORP 2.493% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| RECKITT BENCKISER T 3.00% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| VERIZON COMMS. INC 4.329% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| RESEARCH-DRIVEN PA 4.864% | UNSCREENED | 0.27% | no in-house ratios for this holding |
| FRESB 2022-SB94 MTGE. VAR | UNSCREENED | 0.27% | no in-house ratios for this holding |
| BX COMMER. MTGE. TST. FRN | UNSCREENED | 0.26% | no in-house ratios for this holding |
| EVERGREEN CREDIT CA 5.51% | UNSCREENED | 0.26% | no in-house ratios for this holding |
| SANTANDER UK GRP. HLD F2F | UNSCREENED | 0.26% | no in-house ratios for this holding |
| SANTANDER MTGE. AS 4.876% | UNSCREENED | 0.26% | no in-house ratios for this holding |
| MASTERCARD INC FRN | UNSCREENED | 0.26% | no in-house ratios for this holding |
| CREDIT AGRICOLE SA FRN | UNSCREENED | 0.26% | no in-house ratios for this holding |
| AVOLON HLDGS. FNDG. 4.95% | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ADVANCED MICRO DEV 4.212% | UNSCREENED | 0.25% | no in-house ratios for this holding |
| RYDER SYSTEM INC 1.75% | UNSCREENED | 0.25% | no in-house ratios for this holding |
| AMERICREDIT AUTOMOB 3.23% | UNSCREENED | 0.25% | no in-house ratios for this holding |
| LPL HLDGS. INC 4.90% | UNSCREENED | 0.24% | no in-house ratios for this holding |
| JPMORGAN CHASE & CO FRN | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TRILLIUM CREDIT CARD FRN | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TRILLIUM CREDIT CA 4.607% | UNSCREENED | 0.24% | no in-house ratios for this holding |
| MEDLINE BORROWER L 3.875% | UNSCREENED | 0.24% | no in-house ratios for this holding |
| SWEDBANK AB FRN | UNSCREENED | 0.23% | no in-house ratios for this holding |
| BINOM MTGE. LOAN TS 5.06% | UNSCREENED | 0.23% | no in-house ratios for this holding |
| PAGAYA AI DEBT GRA 4.883% | UNSCREENED | 0.22% | no in-house ratios for this holding |
| DAIMLER TRUCK FIN. 5.00% | UNSCREENED | 0.22% | no in-house ratios for this holding |
| HYUNDAI CAP. AMERIC 5.95% | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CHASE ISSUANCE TRUS 5.16% | UNSCREENED | 0.22% | no in-house ratios for this holding |
| ABBVIE INC FRN | UNSCREENED | 0.22% | no in-house ratios for this holding |
| JP MORGAN MTGE. TS 5.591% | UNSCREENED | 0.22% | no in-house ratios for this holding |
| MERCEDES-BENZ AUTO 5.95% | UNSCREENED | 0.22% | no in-house ratios for this holding |
| WESTLAKE AUTOMOBILE 5.08% | UNSCREENED | 0.22% | no in-house ratios for this holding |
| NTT FIN. CORP FRN | UNSCREENED | 0.21% | no in-house ratios for this holding |
| SUMITOMO MITSUI FINL. FRN | UNSCREENED | 0.21% | no in-house ratios for this holding |
| CATERPILLAR FINL. SER FRN | UNSCREENED | 0.21% | no in-house ratios for this holding |
| HUNTINGTON NATL. BANK F2F | UNSCREENED | 0.21% | no in-house ratios for this holding |
| SKANDINAVISKA ENSKILD FRN | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ENERGY TRANSFER LP 6.05% | UNSCREENED | 0.20% | no in-house ratios for this holding |
| DELL INTL. LLC / EM 4.75% | UNSCREENED | 0.20% | no in-house ratios for this holding |
| SUMITOMO MITSUI TST. FRN | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BANK OF MONTREAL FRN | UNSCREENED | 0.19% | no in-house ratios for this holding |
| SANTANDER DRIVE AUT 6.28% | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CARMAX AUTO OWNER T 6.27% | UNSCREENED | 0.19% | no in-house ratios for this holding |
| COMMONWEALTH BANK OF FRN | UNSCREENED | 0.19% | no in-house ratios for this holding |
| DELL INTL. LLC / EM 4.90% | UNSCREENED | 0.19% | no in-house ratios for this holding |
| CENCORA INC 4.625% | UNSCREENED | 0.18% | no in-house ratios for this holding |
| PRPM 2025-NQM1 TRUS 6.26% | UNSCREENED | 0.18% | no in-house ratios for this holding |
| COOPERATIEVE RABOBANK FRN | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HSBC HLDGS. PLC FRN | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SANTANDER MTGE. AS 5.091% | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SOCIETE GENERALE SA FRN | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PNC FINL. SERVS. GRP. F2F | UNSCREENED | 0.17% | no in-house ratios for this holding |
| CANADIAN PACIFIC RA 1.75% | UNSCREENED | 0.17% | no in-house ratios for this holding |
| RATE MTGE. TST. 2025- VAR | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SIMON PROP. GRP. LP 3.25% | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AMERICAN EXPRESS CO FRN | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SAUDI ARABIAN OIL C 4.00% | UNSCREENED | 0.17% | no in-house ratios for this holding |
| BMW US CAP. LLC 4.90% | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AUTOZONE INC 5.05% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| WELLS FARGO BANK N 5.254% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SANTANDER MTGE. AS 5.545% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| TRILLIUM CREDIT CA 4.405% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| VERUS SECURITIZATI 5.717% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BRAVO RESIDENTIAL 5.715% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| CITADEL FIN. LLC 4.75% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SYNCHRONY CARD FNDG 4.93% | UNSCREENED | 0.16% | no in-house ratios for this holding |
| KINDER MORGAN INC 1.75% | UNSCREENED | 0.15% | no in-house ratios for this holding |
| WESTLAKE AUTOMOBILE 4.98% | UNSCREENED | 0.15% | no in-house ratios for this holding |
| JP MORGAN MTGE. TST. VAR | UNSCREENED | 0.15% | no in-house ratios for this holding |
| COMCAST CORP 3.30% | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SEQUOIA MTGE. TST. 20 VAR | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CNH INDL. CAP. LLC 4.50% | UNSCREENED | 0.14% | no in-house ratios for this holding |
| JP MORGAN MTGE. TST. VAR | UNSCREENED | 0.14% | no in-house ratios for this holding |
| BPR TST. 2023-BRK2 VAR | UNSCREENED | 0.14% | no in-house ratios for this holding |
| WF CARD ISSUANCE TR 4.94% | UNSCREENED | 0.14% | no in-house ratios for this holding |
| AUGUSTA SPINCO COR 4.321% | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NEW YORK LIFE GBL. FU FRN | UNSCREENED | 0.14% | no in-house ratios for this holding |
| AVOLON HLDGS. FNDG. 4.20% | UNSCREENED | 0.13% | no in-house ratios for this holding |
| ELEVANCE HEALTH INC 4.50% | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BLACKSTONE PRIVATE 4.95% | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BX COMMER. MTGE. TST. FRN | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BANK OF AMERICA NA FRN | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CANADIAN IMPERIAL BAN F2F | UNSCREENED | 0.12% | no in-house ratios for this holding |
| HCA INC 5.00% | UNSCREENED | 0.12% | no in-house ratios for this holding |
| NXP BV / NXP FNDG. 4.30% | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GE HEALTHCARE TECHS 4.15% | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AUSTRALIA & NEW ZEALA FRN | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AT&T INC 3.80% | UNSCREENED | 0.11% | no in-house ratios for this holding |
| SANTANDER MTGE. ASS 5.49% | UNSCREENED | 0.11% | no in-house ratios for this holding |
| O REILLY AUTOMOTIVE 5.75% | UNSCREENED | 0.10% | no in-house ratios for this holding |
| WESTLAKE AUTOMOBILE 4.65% | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ROCHE HLDGS. INC FRN | UNSCREENED | 0.10% | no in-house ratios for this holding |
| OBX 2024-NQM16 TRUS 5.53% | UNSCREENED | 0.10% | no in-house ratios for this holding |
| AGCO CORP 5.45% | UNSCREENED | 0.09% | no in-house ratios for this holding |
| BMW US CAP. LLC FRN | UNSCREENED | 0.09% | no in-house ratios for this holding |
| CARVANA AUTO RECEIV 4.56% | UNSCREENED | 0.09% | no in-house ratios for this holding |
| HYUNDAI CAP. AMERIC 4.25% | UNSCREENED | 0.09% | no in-house ratios for this holding |
| FREDDIE MAC POOL 2.50% | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| CHASE HOME LENDING MT VAR | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PACIFIC LIFE GBL. FND FRN | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PAGAYA AI DEBT GRA 5.008% | UNSCREENED | 0.08% | no in-house ratios for this holding |
| SYNCHRONY CARD FNDG 5.04% | UNSCREENED | 0.08% | no in-house ratios for this holding |
| EXETER AUTOMOBILE R 5.89% | UNSCREENED | 0.08% | no in-house ratios for this holding |
| WESTPAC BANKING CORP FRN | UNSCREENED | 0.08% | no in-house ratios for this holding |
| GM FINL. CONSUMER A 4.85% | UNSCREENED | 0.07% | no in-house ratios for this holding |
| FANNIE MAE POOL 3.50% | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| WESTLAKE AUTOMOBILE 5.14% | UNSCREENED | 0.07% | no in-house ratios for this holding |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
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 |
|---|---|---|
| WALT DISNEY CO/THE FRNnot matched to a ticker | 2.29% | Not screened |
| BANK OF AMERICA CORP FRNnot matched to a ticker | 1.89% | Not screened |
| NI US GOV T PORTFOLIOnot matched to a ticker | 1.85% | Not screened |
| UNITED STATES TSY. 3.50%not matched to a ticker | 1.64% | Not screened |
| NATWEST MARKETS PLC FRNnot matched to a ticker | 1.54% | Not screened |
| ABBOTT LABORATORIES FRNnot matched to a ticker | 1.48% | Not screened |
| MIZUHO FINANCIAL GRO FRNnot matched to a ticker | 1.40% | Not screened |
| INGERSOLL RAND INC 5.197%not matched to a ticker | 1.39% | Not screened |
| GLENCORE FNDG. LLC FRNnot matched to a ticker | 1.18% | Not screened |
| CITIGROUP INC FRNnot matched to a ticker | 1.16% | Not screened |
Top 10 of 273 holdings, 15.8% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for SWSFX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
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) | 35.70 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -124.03 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -0.10 | SELL |
| Momentum (10) | -0.01 | SELL |
| EMA (10) | 10.28 | SELL |
| SMA (10) | 10.28 | SELL |
| EMA (20) | 10.28 | SELL |
| SMA (20) | 10.29 | SELL |
| EMA (30) | 10.28 | SELL |
| SMA (30) | 10.29 | SELL |
| EMA (50) | 10.27 | BUY |
| SMA (50) | 10.27 | SELL |
| EMA (100) | 10.24 | BUY |
| SMA (100) | 10.24 | BUY |
| EMA (200) | 10.16 | BUY |
| SMA (200) | 10.17 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
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.
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.