UIVMXETF / FundMFS Intrinsic Equity Fund
Verdicts genuinely change. Free email alert the moment UIVMX's does — no target price to set, unlike a price alert.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
MFS Intrinsic Equity Fund · MFS Series Trust VII
78 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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 26.07% of portfolio weight is in non-compliant holdings, over the 5% threshold.
78 holdings, 73 matched (94% of weight). Portfolio as of 2026-07-31, filed 2026-09-28. Source: SEC Form N-PORT.
3.52% of this portfolio’s income is non-permissible — weighted across holdings, computed over 85% of portfolio weight (66 of 78 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.
53.1% compliant 14.8% questionable 25.7% non-compliant 6.3% unscreened
All holdings (78)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| MSFT Microsoft Corp. | QUESTIONABLE | 6.66% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 5.89% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| MFS Institutional Money Market Portfolio | UNSCREENED | 3.34% | no in-house ratios for this holding |
| TSM Taiwan Semiconductor Manufacturing Co. Ltd. | COMPLIANT | 3.01% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| CL Colgate-Palmolive Co. | COMPLIANT | 2.58% | AAOIFI10.5% Usmani46.6% Dow Jones Islamic11.2% S&P Shariah11.2% MSCI Islamic46.6% MSCI Islamic M-Series11.2% FTSE Shariah46.6% |
| WPM Wheaton Precious Metals Corp. | COMPLIANT | 2.38% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BAC Bank of America Corp. | NON_COMPLIANT | 2.31% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| FNV Franco-Nevada Corp. | COMPLIANT | 2.27% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CME CME Group, Inc. | NON_COMPLIANT | 2.16% | AAOIFI0.4% Usmani0.2% Dow Jones Islamic2.3% S&P Shariah2.5% MSCI Islamic0.2% MSCI Islamic M-Series2.5% FTSE Shariah0.0% |
| WAT Waters Corp. | COMPLIANT | 2.12% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| ADI Analog Devices, Inc. | COMPLIANT | 2.09% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| BDX Becton Dickinson & Co. | NON_COMPLIANT | 2.00% | AAOIFI33.4% Usmani33.1% Dow Jones Islamic30.8% S&P Shariah28.7% MSCI Islamic33.1% MSCI Islamic M-Series28.7% FTSE Shariah33.1% |
| AON Aon plc | NON_COMPLIANT | 1.88% | AAOIFI22.9% Usmani29.4% Dow Jones Islamic20.7% S&P Shariah21.9% MSCI Islamic29.4% MSCI Islamic M-Series21.9% FTSE Shariah28.1% |
| A Agilent Technologies, Inc. | COMPLIANT | 1.87% | AAOIFI9.3% Usmani28.3% Dow Jones Islamic10.8% S&P Shariah10.7% MSCI Islamic28.3% MSCI Islamic M-Series10.7% FTSE Shariah28.3% |
| Willis Towers Watson plc | UNSCREENED | 1.85% | no in-house ratios for this holding |
| SCHW Charles Schwab Corp. (The) | NON_COMPLIANT | 1.75% | AAOIFI14.6% Usmani5.3% Dow Jones Islamic18.7% S&P Shariah22.0% MSCI Islamic5.3% MSCI Islamic M-Series22.0% FTSE Shariah5.3% |
| IFF International Flavors & Fragrances, Inc. | NON_COMPLIANT | 1.73% | AAOIFI26.5% Usmani23.0% Dow Jones Islamic29.7% S&P Shariah29.3% MSCI Islamic23.0% MSCI Islamic M-Series29.3% FTSE Shariah22.7% |
| WTS Watts Water Technologies, Inc. | COMPLIANT | 1.69% | AAOIFI0.9% Usmani3.7% Dow Jones Islamic1.2% S&P Shariah1.4% MSCI Islamic3.7% MSCI Islamic M-Series1.4% FTSE Shariah3.7% |
| STE STERIS plc | COMPLIANT | 1.67% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| ABT Abbott Laboratories | COMPLIANT | 1.65% | AAOIFI19.2% Usmani31.9% Dow Jones Islamic17.6% S&P Shariah18.3% MSCI Islamic31.9% MSCI Islamic M-Series18.3% FTSE Shariah30.8% |
| HLN Haleon plc | COMPLIANT | 1.59% | AAOIFI27.2% Usmani26.4% Dow Jones Islamic13.2% S&P Shariah13.9% MSCI Islamic26.4% MSCI Islamic M-Series13.9% FTSE Shariah26.4% |
| CRH CRH plc | NON_COMPLIANT | 1.56% | AAOIFI31.8% Usmani33.7% Dow Jones Islamic27.6% S&P Shariah30.6% MSCI Islamic32.7% MSCI Islamic M-Series30.6% FTSE Shariah30.4% |
| COP ConocoPhillips | COMPLIANT | 1.54% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| BSX Boston Scientific Corp. | COMPLIANT | 1.53% | AAOIFI19.4% Usmani27.9% Dow Jones Islamic10.0% S&P Shariah10.9% MSCI Islamic27.9% MSCI Islamic M-Series10.9% FTSE Shariah27.9% |
| BJ BJ's Wholesale Club Holdings, Inc. | QUESTIONABLE | 1.51% | AAOIFI20.9% Usmani34.7% Dow Jones Islamic21.6% S&P Shariah23.2% MSCI Islamic34.7% MSCI Islamic M-Series23.2% FTSE Shariah7.9% |
| RGLD Royal Gold, Inc. | COMPLIANT | 1.39% | AAOIFI1.8% Usmani4.2% Dow Jones Islamic2.7% S&P Shariah3.3% MSCI Islamic4.2% MSCI Islamic M-Series3.3% FTSE Shariah4.2% |
| ALLE Allegion plc | COMPLIANT | 1.29% | AAOIFI17.0% Usmani41.5% Dow Jones Islamic17.5% S&P Shariah18.7% MSCI Islamic41.5% MSCI Islamic M-Series18.7% FTSE Shariah37.9% |
| BIO Bio-Rad Laboratories, Inc. | COMPLIANT | 1.29% | AAOIFI9.3% Usmani9.5% Dow Jones Islamic11.8% S&P Shariah11.6% MSCI Islamic9.5% MSCI Islamic M-Series11.6% FTSE Shariah7.8% |
| TECK Teck Resources Ltd. | COMPLIANT | 1.27% | AAOIFI11.1% Usmani8.6% Dow Jones Islamic12.4% S&P Shariah12.9% MSCI Islamic8.6% MSCI Islamic M-Series12.9% FTSE Shariah8.6% |
| MRSH Marsh & McLennan Cos., Inc. | NON_COMPLIANT | 1.27% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| NDSN Nordson Corp. | COMPLIANT | 1.24% | AAOIFI9.1% Usmani27.3% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic27.0% MSCI Islamic M-Series11.8% FTSE Shariah25.9% |
| WFC Wells Fargo & Co. | NON_COMPLIANT | 1.24% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Moody's Corp. | UNSCREENED | 1.22% | no in-house ratios for this holding |
| SOLV Solventum Corp. | NON_COMPLIANT | 1.22% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| TRU TransUnion | NON_COMPLIANT | 1.21% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| ADSK Autodesk, Inc. | COMPLIANT | 1.20% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 1.20% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| EMR Emerson Electric Co. | COMPLIANT | 1.19% | AAOIFI16.2% Usmani32.7% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic32.7% MSCI Islamic M-Series20.6% FTSE Shariah31.1% |
| HUBB Hubbell, Inc. | COMPLIANT | 1.19% | AAOIFI11.2% Usmani32.5% Dow Jones Islamic11.8% S&P Shariah12.7% MSCI Islamic32.5% MSCI Islamic M-Series12.7% FTSE Shariah30.6% |
| CTVA Corteva, Inc. | COMPLIANT | 1.17% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| NTRS Northern Trust Corp. | NON_COMPLIANT | 1.15% | AAOIFI12.6% Usmani2.1% Dow Jones Islamic15.2% S&P Shariah17.3% MSCI Islamic2.1% MSCI Islamic M-Series17.3% FTSE Shariah2.1% |
| FERG Ferguson Enterprises, Inc. | UNRATED | 1.15% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| ZTS Zoetis, Inc. | NON_COMPLIANT | 1.13% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| CBRE CBRE Group, Inc. | COMPLIANT | 1.10% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| VMC Vulcan Materials Co. | COMPLIANT | 1.09% | AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6% |
| A5G.IR AIB Group plc | NON_COMPLIANT | 1.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SSD Simpson Manufacturing Co., Inc. | COMPLIANT | 1.01% | AAOIFI5.7% Usmani13.4% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.4% MSCI Islamic M-Series5.8% FTSE Shariah9.8% |
| AEM Agnico Eagle Mines Ltd. | COMPLIANT | 1.00% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MSA MSA Safety, Inc. | COMPLIANT | 0.97% | AAOIFI8.8% Usmani24.7% Dow Jones Islamic9.9% S&P Shariah9.8% MSCI Islamic24.7% MSCI Islamic M-Series9.8% FTSE Shariah23.1% |
| 8308.T Resona Holdings, Inc. | NON_COMPLIANT | 0.95% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WAB Westinghouse Air Brake Technologies Corp. | COMPLIANT | 0.93% | AAOIFI13.3% Usmani28.4% Dow Jones Islamic17.8% S&P Shariah20.1% MSCI Islamic28.4% MSCI Islamic M-Series20.1% FTSE Shariah28.4% |
| VRSK Verisk Analytics, Inc. | QUESTIONABLE | 0.92% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| IR Ingersoll Rand, Inc. | COMPLIANT | 0.90% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| UNP Union Pacific Corp. | COMPLIANT | 0.83% | AAOIFI18.2% Usmani43.8% Dow Jones Islamic22.0% S&P Shariah22.4% MSCI Islamic43.8% MSCI Islamic M-Series22.4% FTSE Shariah42.6% |
| CP Canadian Pacific Kansas City Ltd. | COMPLIANT | 0.77% | AAOIFI23.2% Usmani28.2% Dow Jones Islamic24.6% S&P Shariah24.4% MSCI Islamic28.2% MSCI Islamic M-Series24.4% FTSE Shariah28.2% |
| SPGI S&P Global, Inc. | COMPLIANT | 0.77% | AAOIFI10.6% Usmani22.9% Dow Jones Islamic9.4% S&P Shariah9.8% MSCI Islamic22.9% MSCI Islamic M-Series9.8% FTSE Shariah21.9% |
| DHR Danaher Corp. | COMPLIANT | 0.77% | AAOIFI18.2% Usmani28.8% Dow Jones Islamic17.7% S&P Shariah16.7% MSCI Islamic28.8% MSCI Islamic M-Series16.7% FTSE Shariah28.8% |
| CDNS Cadence Design Systems, Inc. | COMPLIANT | 0.76% | AAOIFI0.3% Usmani1.9% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.9% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| MLM Martin Marietta Materials, Inc. | NON_COMPLIANT | 0.62% | AAOIFI17.5% Usmani29.8% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic29.8% MSCI Islamic M-Series18.9% FTSE Shariah27.9% |
| ACN Accenture plc | COMPLIANT | 0.58% | AAOIFI7.7% Usmani12.2% Dow Jones Islamic5.0% S&P Shariah4.7% MSCI Islamic12.2% MSCI Islamic M-Series4.7% FTSE Shariah7.5% |
| GLEN.L Glencore plc | NON_COMPLIANT | 0.54% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| MORN Morningstar, Inc. | COMPLIANT | 0.51% | AAOIFI25.6% Usmani48.7% Dow Jones Islamic18.5% S&P Shariah17.7% MSCI Islamic48.7% MSCI Islamic M-Series17.7% FTSE Shariah43.9% |
| PTC PTC, Inc. | COMPLIANT | 0.48% | AAOIFI11.1% Usmani24.7% Dow Jones Islamic8.0% S&P Shariah8.0% MSCI Islamic24.7% MSCI Islamic M-Series8.0% FTSE Shariah21.9% |
| KLAC KLA Corp. | COMPLIANT | 0.45% | AAOIFI2.5% Usmani34.3% Dow Jones Islamic4.0% S&P Shariah4.7% MSCI Islamic34.3% MSCI Islamic M-Series4.7% FTSE Shariah32.8% |
| SNPS Synopsys, Inc. | COMPLIANT | 0.42% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| RPM RPM International, Inc. | COMPLIANT | 0.41% | AAOIFI21.9% Usmani35.3% Dow Jones Islamic20.5% S&P Shariah21.0% MSCI Islamic35.3% MSCI Islamic M-Series21.0% FTSE Shariah30.4% |
| FLUT Flutter Entertainment plc | NON_COMPLIANT | 0.38% | AAOIFI72.3% Usmani44.5% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic44.5% MSCI Islamic M-Series36.7% FTSE Shariah42.5% |
| WSO Watsco, Inc. | COMPLIANT | 0.35% | AAOIFI7.1% Usmani17.8% Dow Jones Islamic5.3% S&P Shariah5.4% MSCI Islamic17.6% MSCI Islamic M-Series5.4% FTSE Shariah9.6% |
| PEGA Pegasystems, Inc. | COMPLIANT | 0.33% | AAOIFI1.2% Usmani5.2% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic5.2% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| GGG Graco, Inc. | COMPLIANT | 0.33% | AAOIFI0.2% Usmani0.8% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.8% MSCI Islamic M-Series0.2% FTSE Shariah0.1% |
| DGE.L Diageo plc | NON_COMPLIANT | 0.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HL Hecla Mining Co. | COMPLIANT | 0.25% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RI.PA Pernod Ricard SA | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMAT Applied Materials, Inc. | COMPLIANT | 0.20% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| MP MP Materials Corp. | NON_COMPLIANT | 0.19% | AAOIFI15.1% Usmani25.2% Dow Jones Islamic11.7% S&P Shariah15.0% MSCI Islamic25.2% MSCI Islamic M-Series15.0% FTSE Shariah24.7% |
| LRCX Lam Research Corp. | COMPLIANT | 0.17% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| EURO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Canadian Dollar | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 15 points of portfolio weight — 71.0% of it passes Dow Jones Islamic, 55.6% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 69.7% ratios fail on 20.0% 11.6% not rated under AAOIFI
ratios pass on 57.5% ratios fail on 27.5% 16.2% not rated under Usmani
ratios pass on 71.0% ratios fail on 16.4% 13.9% not rated under Dow Jones Islamic
ratios pass on 71.0% ratios fail on 16.4% 13.9% not rated under S&P Shariah
ratios pass on 55.6% ratios fail on 28.7% 17.0% not rated under MSCI Islamic
ratios pass on 71.0% ratios fail on 16.4% 13.9% not rated under MSCI Islamic M-Series
ratios pass on 62.4% ratios fail on 19.1% 19.7% not rated under FTSE Shariah
73 of 78 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 66 (90% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BAC Bank of America Corp. | 2.31% |
| CME CME Group, Inc. | 2.16% |
| BDX Becton Dickinson & Co. | 2.00% |
| AON Aon plc | 1.88% |
| SCHW Charles Schwab Corp. (The) | 1.75% |
| IFF International Flavors & Fragrances, Inc. | 1.73% |
| CRH CRH plc | 1.56% |
| MRSH Marsh & McLennan Cos., Inc. | 1.27% |
| WFC Wells Fargo & Co. | 1.24% |
| SOLV Solventum Corp. | 1.22% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
MFS Intrinsic Equity Fund (UIVMX) 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 |
|---|---|---|
| MSFTMicrosoft Corp. | 6.66% | Questionable |
| AMZNAmazon.com, Inc. | 5.89% | Questionable |
| MFS Institutional Money Market Portfolionot matched to a ticker | 3.34% | Not screened |
| TSMTaiwan Semiconductor Manufacturing Co. Ltd. | 3.01% | Compliant |
| CLColgate-Palmolive Co. | 2.58% | Compliant |
| WPMWheaton Precious Metals Corp. | 2.38% | Compliant |
| BACBank of America Corp. | 2.31% | Non-compliant |
| FNVFranco-Nevada Corp. | 2.27% | Compliant |
| CMECME Group, Inc. | 2.16% | Non-compliant |
| WATWaters Corp. | 2.12% | Compliant |
Top 10 of 78 holdings, 32.7% 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.
- MSFTquestionable6.66%
- AMZNquestionable5.89%
- MFS Institutional Money Market Portfolionot screened3.34%
- BACnon-compliant2.31%
- CMEnon-compliant2.16%
- BDXnon-compliant2.00%
What changed, and when
Verdict history for UIVMX. 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 UIVMX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 61.00 | NEUTRAL |
| Stochastic %K (14) | 85.71 | SELL |
| CCI (20) | 141.42 | SELL |
| Williams %R (14) | -14.29 | SELL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 2.71 | BUY |
| Momentum (10) | 0.36 | BUY |
| EMA (10) | 13.47 | BUY |
| SMA (10) | 13.43 | BUY |
| EMA (20) | 13.35 | BUY |
| SMA (20) | 13.32 | BUY |
| EMA (30) | 13.29 | BUY |
| SMA (30) | 13.21 | BUY |
| EMA (50) | 13.19 | BUY |
| SMA (50) | 13.15 | BUY |
| EMA (100) | 13.00 | BUY |
| SMA (100) | 12.96 | BUY |
| EMA (200) | 12.71 | BUY |
| SMA (200) | 12.60 | 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.