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.
Thornburg Investment Income Builder Fund · THORNBURG INVESTMENT TRUST
328 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 55.98% of portfolio weight is in non-compliant holdings, over the 5% threshold.
328 holdings, 91 matched (87% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
5.45% of this portfolio’s income is non-permissible — weighted across holdings, computed over 73% of portfolio weight (79 of 328 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.
30.8% compliant 0.0% questionable 56.0% non-compliant 13.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Thornburg Capital Management Fund | UNSCREENED | 7.50% | no in-house ratios for this holding |
| ORA.PA Orange SA | NON_COMPLIANT | 6.04% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 5.93% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| 005930.KS Samsung Electronics Co Ltd | COMPLIANT | 4.49% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 4.48% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| C Citigroup Inc | NON_COMPLIANT | 4.06% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| NN.AS NN Group NV | NON_COMPLIANT | 3.73% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AVGO Broadcom Inc | COMPLIANT | 2.90% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 2.86% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| T AT&T Inc | NON_COMPLIANT | 2.81% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| ENEL.MI Enel SpA | NON_COMPLIANT | 2.79% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KMB Kimberly-Clark Corp | COMPLIANT | 2.70% | AAOIFI18.7% Usmani35.1% Dow Jones Islamic17.1% S&P Shariah17.0% MSCI Islamic35.1% MSCI Islamic M-Series17.0% FTSE Shariah35.1% |
| ZEG.L Zegona Communications plc | NON_COMPLIANT | 2.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TSCO.L Tesco PLC | NON_COMPLIANT | 2.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ELE.MC Endesa SA | COMPLIANT | 2.22% | AAOIFI26.3% Usmani31.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic29.1% MSCI Islamic M-Seriesfail FTSE Shariah29.1% |
| MRK Merck & Co Inc | COMPLIANT | 2.03% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| VOD.L Vodafone Group PLC | NON_COMPLIANT | 2.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DTE.DE Deutsche Telekom AG | NON_COMPLIANT | 1.73% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BIRG.IR Bank of Ireland Group PLC | NON_COMPLIANT | 1.69% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CS.PA AXA SA | NON_COMPLIANT | 1.60% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KPN.AS Koninklijke KPN NV | NON_COMPLIANT | 1.39% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TRP.TO TC Energy Corp | NON_COMPLIANT | 1.34% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AZN AstraZeneca PLC | COMPLIANT | 1.28% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BA.L BAE Systems PLC | NON_COMPLIANT | 1.28% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CSCO Cisco Systems Inc | COMPLIANT | 1.26% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| BHP BHP Group Ltd | COMPLIANT | 1.26% | AAOIFI6.7% Usmani19.8% Dow Jones Islamic7.1% S&P Shariah7.4% MSCI Islamic19.8% MSCI Islamic M-Series7.4% FTSE Shariah19.8% |
| DHL.DE Deutsche Post AG | NON_COMPLIANT | 1.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Z74.SI Singapore Telecommunications Ltd | COMPLIANT | 1.01% | AAOIFI15.5% Usmani29.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic23.0% MSCI Islamic M-Seriespass FTSE Shariah23.0% |
| ASRNL.AS ASR Nederland NV | NON_COMPLIANT | 1.00% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CME CME Group Inc | NON_COMPLIANT | 0.98% | AAOIFI0.4% Usmani0.2% Dow Jones Islamic2.3% S&P Shariah2.6% MSCI Islamic0.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| EQH Equitable Holdings Inc | NON_COMPLIANT | 0.94% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| G.MI Generali | NON_COMPLIANT | 0.91% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| 0001.HK CK Hutchison Holdings Ltd | NON_COMPLIANT | 0.90% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| RO.SW Roche Holding AG | COMPLIANT | 0.89% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| ENB.TO Enbridge Inc | NON_COMPLIANT | 0.80% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RF Regions Financial Corp | NON_COMPLIANT | 0.79% | AAOIFI29.4% Usmani4.7% Dow Jones Islamic35.1% S&P Shariah38.7% MSCI Islamic4.7% MSCI Islamic M-Series38.7% FTSE Shariah4.7% |
| MDT Medtronic PLC | COMPLIANT | 0.74% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| HD Home Depot Inc/The | COMPLIANT | 0.69% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| 0300.HK Midea Group Co Ltd | COMPLIANT | 0.67% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| NVS Novartis AG | COMPLIANT | 0.66% | AAOIFI12.5% Usmani25.9% Dow Jones Islamic11.8% S&P Shariah12.6% MSCI Islamic25.9% MSCI Islamic M-Series12.6% FTSE Shariah25.9% |
| TEL.OL Telenor ASA | NON_COMPLIANT | 0.59% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BT-A.L BT Group PLC | NON_COMPLIANT | 0.55% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SOBO.TO South Bow Corp | NON_COMPLIANT | 0.54% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ABBV AbbVie Inc | COMPLIANT | 0.53% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| GLEN.L Glencore PLC | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SRG.MI Snam SpA | NON_COMPLIANT | 0.50% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SHEL Shell PLC | NON_COMPLIANT | 0.47% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| 600066.SS Yutong Bus Co Ltd | COMPLIANT | 0.47% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| TELEFONICA EMISIONES SAU | UNSCREENED | 0.42% | no in-house ratios for this holding |
| RKT.L Reckitt Benckiser Group PLC | COMPLIANT | 0.40% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| TLKM.JK Telkom Indonesia Persero Tbk PT | NON_COMPLIANT | 0.37% | AAOIFI30.2% Usmani34.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic26.2% MSCI Islamic M-Seriesfail FTSE Shariah26.2% |
| BIMAS.IS BIM Birlesik Magazalar AS | COMPLIANT | 0.36% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| E.ON SE | UNSCREENED | 0.33% | no in-house ratios for this holding |
| CIM Chimera Investment Corp | NON_COMPLIANT | 0.31% | AAOIFI25.9% Usmani1.6% Dow Jones Islamic25.6% S&P Shariah26.9% MSCI Islamic1.6% MSCI Islamic M-Series26.9% FTSE Shariah1.6% |
| BMW.DE Bayerische Motoren Werke AG | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Cie Generale des Etablissements Michelin SCA | UNSCREENED | 0.27% | no in-house ratios for this holding |
| SLRC SLR Investment Corp | NON_COMPLIANT | 0.24% | AAOIFI168.8% Usmani45.1% Dow Jones Islamic151.8% S&P Shariah159.1% MSCI Islamic45.1% MSCI Islamic M-Series159.1% FTSE Shariah45.1% |
| E Eni SpA | NON_COMPLIANT | 0.23% | AAOIFI42.7% Usmani20.8% Dow Jones Islamic28.0% S&P Shariah29.8% MSCI Islamic20.8% MSCI Islamic M-Series29.8% FTSE Shariah20.8% |
| BANK OF NY MELLON CORP | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PFE Pfizer Inc | NON_COMPLIANT | 0.16% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| Brown Brothers Harriman & Co. | UNSCREENED | 0.15% | no in-house ratios for this holding |
| MFIC MidCap Financial Investment Corp | NON_COMPLIANT | 0.15% | AAOIFI228.4% Usmani60.8% Dow Jones Islamic181.1% S&P Shariah199.4% MSCI Islamic60.8% MSCI Islamic M-Series199.4% FTSE Shariah60.8% |
| COBANK ACB | UNSCREENED | 0.13% | no in-house ratios for this holding |
| DEUTSCHE TELEKOM INT FIN | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SMC SUMMIT MIDSTREAM | NON_COMPLIANT | 0.12% | AAOIFI177.4% Usmani51.5% Dow Jones Islamic383.9% S&P Shariah410.6% MSCI Islamic51.5% MSCI Islamic M-Series410.6% FTSE Shariah51.5% |
| BOOZ ALLEN HAMILTON INC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| KMI KINDER MORGAN INC | NON_COMPLIANT | 0.11% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| HCLTECH.NS HCL Technologies Ltd | COMPLIANT | 0.11% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| ASP WHCO PARTN 2025 2 LP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| Fortiva Retail Credit Master Note Business Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| Imagefirst Holdings LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| REINSURANCE GRP OF AMER | UNSCREENED | 0.09% | no in-house ratios for this holding |
| KEHE DIST/FIN / NEXTWAVE | UNSCREENED | 0.08% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.08% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| College Ave Student Loans | UNSCREENED | 0.07% | no in-house ratios for this holding |
| ELECTRONIC ARTS INC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PEGASUS HAVA TASIMACILIG | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MET METLIFE INC | NON_COMPLIANT | 0.06% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| WMB WILLIAMS COMPANIES INC | NON_COMPLIANT | 0.06% | AAOIFI35.0% Usmani50.0% Dow Jones Islamic41.0% S&P Shariah47.9% MSCI Islamic50.0% MSCI Islamic M-Series47.9% FTSE Shariah50.0% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.06% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| CXW CORECIVIC INC | NON_COMPLIANT | 0.06% | AAOIFI39.5% Usmani39.3% Dow Jones Islamic61.9% S&P Shariah68.7% MSCI Islamic39.3% MSCI Islamic M-Series68.7% FTSE Shariah39.3% |
| Towd Point Mortgage Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| GS Mortgage Securities Trust | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ENERGEAN ISRAEL FINANCE | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Onslow Bay Financial LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| MPOWER Education Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BURFORD CAPITAL GLBL FIN | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PRX.AS PROSUS NV | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HORACE MANN EDUCATORS CO | UNSCREENED | 0.05% | no in-house ratios for this holding |
| KINDER MORGAN ENER PART | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CNTL AMR BOTTLING CORP | UNSCREENED | 0.05% | no in-house ratios for this holding |
| TURKCELL ILETISIM HIZMET | UNSCREENED | 0.05% | no in-house ratios for this holding |
| KEYBANK NATIONAL ASSN | UNSCREENED | 0.05% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| COGENT COMMS GRP / FIN | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DataBank Issuer LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Morgan Stanley Capital I Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Continental Finance Credit Credit Card ABS Master Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Starwood Mortgage Residential Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| GEO GEO GROUP INC/THE | NON_COMPLIANT | 0.04% | AAOIFI38.1% Usmani42.9% Dow Jones Islamic51.1% S&P Shariah61.4% MSCI Islamic42.9% MSCI Islamic M-Series61.4% FTSE Shariah41.2% |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.04% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
| AEGEA FINANCE SARL | UNSCREENED | 0.04% | no in-house ratios for this holding |
| FIRST HORIZON BANK | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| KINDER MORGAN ENER PART | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Fat Brands Fazoli's Native I, LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| State Street Bank & Trust Co. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| QRVO QORVO INC | COMPLIANT | 0.04% | AAOIFI18.1% Usmani27.6% Dow Jones Islamic20.6% S&P Shariah18.7% MSCI Islamic27.6% MSCI Islamic M-Series18.7% FTSE Shariah26.6% |
| SCANCOM FINANCE III LLCC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DELEK LOG PART/FINANCE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.04% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| COMISION FEDERAL DE ELEC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| JP Morgan Chase Commercial Mortgage Sec Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| COMISION FEDERAL DE ELEC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Towd Point Mortgage Trust | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FNF FIDELITY NATL FINANCIAL | NON_COMPLIANT | 0.04% | AAOIFI35.7% Usmani3.8% Dow Jones Islamic29.8% S&P Shariah31.6% MSCI Islamic3.8% MSCI Islamic M-Series31.6% FTSE Shariah3.8% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.04% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| SG Capital Partners | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WINDSOR HOLDINGS III LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MFRA Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NAVOI MINING METALLURGIC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| EMPRESA GEN ELEC HAINA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| IRM IRON MOUNTAIN INC | NON_COMPLIANT | 0.03% | AAOIFI57.3% Usmani93.4% Dow Jones Islamic66.1% S&P Shariah73.7% MSCI Islamic90.9% MSCI Islamic M-Series73.7% FTSE Shariah79.0% |
| ENSTAR GROUP LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BWX TECHNOLOGIES INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MEDCO MAPLE TREE PTE LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| STEWART INFORMATION SERV | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NRZ Excess Spread Collateralized Notes | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ACCO ACCO BRANDS CORP | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SCIENCE APPLICATIONS INT | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ENERGEAN ISRAEL FINANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ENR Energizer Holdings, Inc. | NON_COMPLIANT | 0.03% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| ARCHES BUYER INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| PRP Advisors, LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SIRIUS XM RADIO LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CELH Celsius Holdings Inc | NON_COMPLIANT | 0.03% | AAOIFI9.0% Usmani13.1% Dow Jones Islamic7.0% S&P Shariah6.0% MSCI Islamic13.1% MSCI Islamic M-Series6.0% FTSE Shariah13.1% |
| FIN DEPT GOVT SHARJAH | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CD&R SMOKEY / RADIO SYS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LKQ LKQ CORP | COMPLIANT | 0.03% | AAOIFI21.4% Usmani9.2% Dow Jones Islamic16.7% S&P Shariah14.9% MSCI Islamic9.2% MSCI Islamic M-Series14.9% FTSE Shariah0.0% |
| REPUBLIC OF NIGERIA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| US FOODS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VNT VONTIER CORP | NON_COMPLIANT | 0.02% | AAOIFI35.9% Usmani40.3% Dow Jones Islamic30.9% S&P Shariah30.2% MSCI Islamic40.3% MSCI Islamic M-Series30.2% FTSE Shariah39.6% |
| JT INTL FIN SERVICES BV | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Visio Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PII POLARIS INC | NON_COMPLIANT | 0.02% | AAOIFI47.5% Usmani31.8% Dow Jones Islamic52.1% S&P Shariah45.9% MSCI Islamic31.7% MSCI Islamic M-Series45.9% FTSE Shariah29.5% |
| Carvana Auto Receivables Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SFO Commerical Mortgage Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FARM CREDIT BK OF TEXAS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| IMPERIAL BRANDS FIN PLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SUN SUNOCO LP | NON_COMPLIANT | 0.02% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| CIM Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SUNOCO LP/FINANCE CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SIRIUS XM RADIO LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Retained Vantage Data Centers Issuer, LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CDW LLC/CDW FINANCE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.02% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| Aqua Finance Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| KMI KINDER MORGAN INC | NON_COMPLIANT | 0.02% | AAOIFI46.1% Usmani43.5% Dow Jones Islamic53.0% S&P Shariah61.2% MSCI Islamic43.5% MSCI Islamic M-Series61.2% FTSE Shariah43.5% |
| AES ESPANA BV | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Foresea Holding SA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Wells Fargo Mortgage Backed Securities Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MAR MARRIOTT INTERNATIONAL | NON_COMPLIANT | 0.02% | AAOIFI1.6% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| NYC Commercial Mortgage Trust 2021-909 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AMER AIRLINE 19-1B PTT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| HTGC HERCULES CAPITAL INC | NON_COMPLIANT | 0.02% | AAOIFI70.8% Usmani49.8% Dow Jones Islamic82.8% S&P Shariah90.0% MSCI Islamic49.8% MSCI Islamic M-Series90.0% FTSE Shariah49.8% |
| DAR DARLING INGREDIENTS INC | NON_COMPLIANT | 0.02% | AAOIFI41.5% Usmani38.0% Dow Jones Islamic62.6% S&P Shariah61.5% MSCI Islamic38.0% MSCI Islamic M-Series61.5% FTSE Shariah35.9% |
| WE SODA INV HOLDING PLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| XRX Xerox Holdings Corp | NON_COMPLIANT | 0.02% | AAOIFI925.2% Usmani43.4% Dow Jones Islamic739.1% S&P Shariah461.5% MSCI Islamic43.4% MSCI Islamic M-Series461.5% FTSE Shariah43.4% |
| National Collegiate Student Loan Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SKY1 Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Barclays Mortgage Loan Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PRX.AS PROSUS NV | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Galton Funding Mortgage Trust 2020-H1 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Angel Oak Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PRX.AS PROSUS NV | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CPS Auto Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PETROLEOS MEXICANOS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SG Capital Partners | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NUFARM AUSTRALIA/AMERICA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Flagstar Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DC Office Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Cogent IPv4 LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Wells Fargo Mortgage Backed Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Flagstar Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GREYSTAR REAL ESTATE PAR | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BLUE OWL CREDIT INCOME | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.01% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| JP Morgan Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.01% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Flagstar Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WE SODA INV HOLDING PLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Wells Fargo Mortgage Backed Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| United Auto Credit Securitization Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BANK OF NY MELLON CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Flagship Credit Auto Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SG Capital Partners | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Flagstar Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust Inc | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Flagstar Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LendingPoint Asset Securitization Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| OFFICE CHERIFIEN DES PHO | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Goldman Home Improvement Trust Issuer Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Sequoia Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| GS Mortgage-Backed Securities Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Mosaic Solar Loans LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FORESEA HOLDING SA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Century De Buyer LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Residential Mortgage Loan Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FNF FIDELITY NATL FINANCIAL | NON_COMPLIANT | 0.01% | AAOIFI35.7% Usmani3.8% Dow Jones Islamic29.8% S&P Shariah31.6% MSCI Islamic3.8% MSCI Islamic M-Series31.6% FTSE Shariah3.8% |
| GOTO GROUP INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Flagstar Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CIM Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Citigroup Mortgage Loan Trust Inc | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CIM Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| New Residential Mortgage Loan Trust | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Mosaic Solar Loans LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Carvana Auto Receivables Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Wells Fargo Mortgage Backed Securities Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CIM Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Mello Mortgage Capital Acceptance Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JP Morgan Mortgage Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CIM Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Wells Fargo Mortgage Backed Securities Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| State Street Bank & Trust Co. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Wells Fargo Mortgage Backed Securities Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CUSHMAN & WAKEFIELD US | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 3 points of portfolio weight — 29.5% of it passes AAOIFI, 26.3% 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 29.5% ratios fail on 55.9% 14.5% not rated under AAOIFI
ratios pass on 26.3% ratios fail on 54.5% 19.1% not rated under Usmani
ratios pass on 26.8% ratios fail on 57.8% 15.4% not rated under Dow Jones Islamic
ratios pass on 26.8% ratios fail on 57.5% 15.7% not rated under S&P Shariah
ratios pass on 27.5% ratios fail on 52.6% 19.8% not rated under MSCI Islamic
ratios pass on 26.8% ratios fail on 57.8% 15.4% not rated under MSCI Islamic M-Series
ratios pass on 28.1% ratios fail on 52.1% 19.8% not rated under FTSE Shariah
83 of 328 listed holdings carry our own per-methodology verdicts (87% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 48 (38% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
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.
TIBGX (TIBGX) 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 TIBGX — 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) | 52.20 | NEUTRAL |
| Stochastic %K (14) | 55.26 | NEUTRAL |
| CCI (20) | -7.50 | NEUTRAL |
| Williams %R (14) | -44.74 | NEUTRAL |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | 0.31 | BUY |
| Momentum (10) | 0.12 | BUY |
| EMA (10) | 38.58 | SELL |
| SMA (10) | 38.60 | SELL |
| EMA (20) | 38.60 | SELL |
| SMA (20) | 38.65 | SELL |
| EMA (30) | 38.56 | SELL |
| SMA (30) | 38.68 | SELL |
| EMA (50) | 38.43 | SELL |
| SMA (50) | 38.44 | SELL |
| EMA (100) | 37.83 | BUY |
| SMA (100) | 38.11 | BUY |
| EMA (200) | 36.02 | BUY |
| SMA (200) | 36.37 | BUY |
The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in income-producing securities, and at least 50% of its net assets, plus the amount of any borrowings for investment purposes, in common stocks.
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.