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.
William Blair Small Cap Value Fund · WILLIAM BLAIR FUNDS
104 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 49.41% of portfolio weight is in non-compliant holdings, over the 5% threshold.
104 holdings, 89 matched (85% of weight). Portfolio as of 2026-06-30, filed 2026-08-14. Source: SEC Form N-PORT.
2.52% of this portfolio’s income is non-permissible — weighted across holdings, computed over 70% of portfolio weight (76 of 104 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.
35.8% compliant 0.0% questionable 49.4% non-compliant 14.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Fixed Income Clearing Corp. | UNSCREENED | 2.71% | no in-house ratios for this holding |
| KLIC Kulicke & Soffa Industries Inc | COMPLIANT | 1.68% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic2.9% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| HUBG Hub Group Inc | COMPLIANT | 1.59% | AAOIFI22.6% Usmani17.2% Dow Jones Islamic16.7% S&P Shariah16.6% MSCI Islamic17.2% MSCI Islamic M-Series16.6% FTSE Shariah8.8% |
| SBCF Seacoast Banking Corp of Florida | NON_COMPLIANT | 1.55% | AAOIFI3.4% Usmani0.5% Dow Jones Islamic4.3% S&P Shariah4.7% MSCI Islamic0.5% MSCI Islamic M-Series4.7% FTSE Shariah0.5% |
| EBC Eastern Bankshares Inc | NON_COMPLIANT | 1.51% | AAOIFI7.8% Usmani1.3% Dow Jones Islamic10.2% S&P Shariah11.9% MSCI Islamic1.3% MSCI Islamic M-Series11.9% FTSE Shariah1.3% |
| NBHC National Bank Holdings Corp | NON_COMPLIANT | 1.51% | AAOIFI10.8% Usmani1.6% Dow Jones Islamic12.9% S&P Shariah13.9% MSCI Islamic1.6% MSCI Islamic M-Series13.9% FTSE Shariah1.6% |
| HWC Hancock Whitney Corp | NON_COMPLIANT | 1.48% | AAOIFI81.9% Usmani13.7% Dow Jones Islamic99.7% S&P Shariah110.5% MSCI Islamic13.7% MSCI Islamic M-Series110.5% FTSE Shariah13.7% |
| THG Hanover Insurance Group Inc/The | NON_COMPLIANT | 1.47% | AAOIFI10.6% Usmani5.0% Dow Jones Islamic13.8% S&P Shariah15.3% MSCI Islamic5.0% MSCI Islamic M-Series15.3% FTSE Shariah5.0% |
| RNST Renasant Corp | NON_COMPLIANT | 1.46% | AAOIFI29.4% Usmani4.1% Dow Jones Islamic36.1% S&P Shariah43.0% MSCI Islamic4.1% MSCI Islamic M-Series43.0% FTSE Shariah4.1% |
| AUB Atlantic Union Bankshares Corp | NON_COMPLIANT | 1.46% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| VVV Valvoline Inc | NON_COMPLIANT | 1.43% | AAOIFI49.7% Usmani58.5% Dow Jones Islamic44.0% S&P Shariah42.7% MSCI Islamic58.5% MSCI Islamic M-Series42.7% FTSE Shariah47.6% |
| DIOD Diodes Inc | COMPLIANT | 1.36% | AAOIFI1.7% Usmani2.8% Dow Jones Islamic2.4% S&P Shariah2.3% MSCI Islamic2.8% MSCI Islamic M-Series2.3% FTSE Shariah0.9% |
| HLIO Helios Technologies Inc | COMPLIANT | 1.35% | AAOIFI10.4% Usmani16.2% Dow Jones Islamic13.7% S&P Shariah14.5% MSCI Islamic16.2% MSCI Islamic M-Series14.5% FTSE Shariah14.9% |
| PWP Perella Weinberg Partners | NON_COMPLIANT | 1.31% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KRG Kite Realty Group Trust | NON_COMPLIANT | 1.31% | AAOIFI54.4% Usmani45.4% Dow Jones Islamic57.1% S&P Shariah59.9% MSCI Islamic45.4% MSCI Islamic M-Series59.9% FTSE Shariah45.4% |
| Albany International Corp | UNSCREENED | 1.30% | no in-house ratios for this holding |
| WH Wyndham Hotels & Resorts Inc | NON_COMPLIANT | 1.27% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| AVT Avnet Inc | NON_COMPLIANT | 1.26% | AAOIFI46.0% Usmani22.5% Dow Jones Islamic70.8% S&P Shariah74.3% MSCI Islamic22.5% MSCI Islamic M-Series74.3% FTSE Shariah20.8% |
| SIGI Selective Insurance Group Inc | NON_COMPLIANT | 1.25% | AAOIFI9.2% Usmani3.3% Dow Jones Islamic9.9% S&P Shariah9.5% MSCI Islamic3.3% MSCI Islamic M-Series9.5% FTSE Shariah3.3% |
| FRME First Merchants Corp | NON_COMPLIANT | 1.21% | AAOIFI62.3% Usmani7.8% Dow Jones Islamic72.5% S&P Shariah78.0% MSCI Islamic7.8% MSCI Islamic M-Series78.0% FTSE Shariah7.8% |
| Hayward Holdings Inc | UNSCREENED | 1.19% | no in-house ratios for this holding |
| VSH Vishay Intertechnology Inc | COMPLIANT | 1.18% | AAOIFI20.9% Usmani21.3% Dow Jones Islamic39.9% S&P Shariah39.5% MSCI Islamic21.3% MSCI Islamic M-Series39.5% FTSE Shariah18.9% |
| WBI WaterBridge Infrastructure LLC | NON_COMPLIANT | 1.18% | AAOIFI39.9% Usmani41.2% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic41.2% MSCI Islamic M-Seriesfail FTSE Shariah41.0% |
| GPOR Gulfport Energy Corp | NON_COMPLIANT | 1.18% | AAOIFI29.1% Usmani29.1% Dow Jones Islamic28.3% S&P Shariah30.4% MSCI Islamic29.1% MSCI Islamic M-Series30.4% FTSE Shariah29.1% |
| LXP LXP Industrial Trust | NON_COMPLIANT | 1.18% | AAOIFI38.0% Usmani39.4% Dow Jones Islamic51.3% S&P Shariah53.6% MSCI Islamic39.4% MSCI Islamic M-Series53.6% FTSE Shariah39.4% |
| SHOO Steven Madden Ltd | COMPLIANT | 1.17% | AAOIFI11.8% Usmani20.5% Dow Jones Islamic14.4% S&P Shariah14.0% MSCI Islamic20.5% MSCI Islamic M-Series14.0% FTSE Shariah6.8% |
| SARO StandardAero Inc | COMPLIANT | 1.16% | AAOIFI31.7% Usmani37.7% Dow Jones Islamic27.6% S&P Shariahpass MSCI Islamic37.4% MSCI Islamic M-Seriespass FTSE Shariah33.9% |
| CATY Cathay General Bancorp | NON_COMPLIANT | 1.16% | AAOIFI34.2% Usmani5.8% Dow Jones Islamic43.1% S&P Shariah46.5% MSCI Islamic5.8% MSCI Islamic M-Series46.5% FTSE Shariah5.8% |
| LNTH Lantheus Holdings Inc | COMPLIANT | 1.13% | AAOIFI1.9% Usmani5.2% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic5.2% MSCI Islamic M-Series2.3% FTSE Shariah2.9% |
| BANC Banc of California Inc | NON_COMPLIANT | 1.13% | AAOIFI224.2% Usmani19.2% Dow Jones Islamic267.0% S&P Shariah317.7% MSCI Islamic19.2% MSCI Islamic M-Series317.7% FTSE Shariah19.2% |
| EXPRO GROUP HOLDINGS NV | UNSCREENED | 1.13% | no in-house ratios for this holding |
| WLY John Wiley & Sons Inc | NON_COMPLIANT | 1.13% | AAOIFI51.5% Usmani43.9% Dow Jones Islamic55.9% S&P Shariah59.1% MSCI Islamic43.9% MSCI Islamic M-Series59.1% FTSE Shariah41.2% |
| TREX Trex Co Inc | COMPLIANT | 1.13% | AAOIFI1.1% Usmani3.1% Dow Jones Islamic0.9% S&P Shariah0.8% MSCI Islamic3.1% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| MATX Matson Inc | COMPLIANT | 1.11% | AAOIFI10.7% Usmani15.2% Dow Jones Islamic16.1% S&P Shariah17.1% MSCI Islamic15.2% MSCI Islamic M-Series17.1% FTSE Shariah7.1% |
| ICU Medical Inc | UNSCREENED | 1.11% | no in-house ratios for this holding |
| HAE Haemonetics Corp | COMPLIANT | 1.09% | AAOIFI26.1% Usmani51.8% Dow Jones Islamic36.4% S&P Shariah33.3% MSCI Islamic51.8% MSCI Islamic M-Series33.3% FTSE Shariah49.6% |
| PBF PBF Energy Inc | COMPLIANT | 1.08% | AAOIFI28.2% Usmani17.1% Dow Jones Islamic64.1% S&P Shariah58.0% MSCI Islamic16.9% MSCI Islamic M-Series58.0% FTSE Shariah11.9% |
| MTDR Matador Resources Co | NON_COMPLIANT | 1.08% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| NWE Northwestern Energy Group Inc | NON_COMPLIANT | 1.07% | AAOIFI80.1% Usmani40.2% Dow Jones Islamic97.3% S&P Shariah105.7% MSCI Islamic40.1% MSCI Islamic M-Series105.7% FTSE Shariah40.1% |
| EXP Eagle Materials Inc | NON_COMPLIANT | 1.06% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| FCPT Four Corners Property Trust Inc | NON_COMPLIANT | 1.06% | AAOIFI45.8% Usmani41.8% Dow Jones Islamic49.5% S&P Shariah53.9% MSCI Islamic41.8% MSCI Islamic M-Series53.9% FTSE Shariah41.8% |
| LAUR Laureate Education Inc | COMPLIANT | 1.05% | AAOIFI14.5% Usmani30.3% Dow Jones Islamic18.8% S&P Shariah22.0% MSCI Islamic30.3% MSCI Islamic M-Series22.0% FTSE Shariah9.2% |
| LOB Live Oak Bancshares Inc | NON_COMPLIANT | 1.03% | AAOIFI5.7% Usmani0.7% Dow Jones Islamic6.3% S&P Shariah6.4% MSCI Islamic0.7% MSCI Islamic M-Series6.4% FTSE Shariah0.7% |
| CTRE CareTrust REIT Inc | COMPLIANT | 1.02% | AAOIFI13.1% Usmani20.3% Dow Jones Islamic18.0% S&P Shariah22.4% MSCI Islamic20.3% MSCI Islamic M-Series22.4% FTSE Shariah20.3% |
| MOD Modine Manufacturing Co | COMPLIANT | 1.02% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| NWN Northwest Natural Holding Co | NON_COMPLIANT | 1.02% | AAOIFI124.6% Usmani40.1% Dow Jones Islamic146.2% S&P Shariah161.6% MSCI Islamic40.1% MSCI Islamic M-Series161.6% FTSE Shariah38.8% |
| EEFT Euronet Worldwide Inc | NON_COMPLIANT | 1.01% | AAOIFI101.6% Usmani43.2% Dow Jones Islamic75.9% S&P Shariah70.3% MSCI Islamic43.2% MSCI Islamic M-Series70.3% FTSE Shariah40.9% |
| ABCB Ameris Bancorp | NON_COMPLIANT | 1.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Taylor Morrison Home Corp | UNSCREENED | 1.01% | no in-house ratios for this holding |
| MGRC McGrath RentCorp | COMPLIANT | 1.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ESNT Essent Group Ltd | 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% |
| TGLS Tecnoglass Inc | COMPLIANT | 0.99% | AAOIFI12.4% Usmani15.8% Dow Jones Islamic7.9% S&P Shariah8.6% MSCI Islamic15.8% MSCI Islamic M-Series8.6% FTSE Shariah15.8% |
| GVA Granite Construction Inc | COMPLIANT | 0.96% | AAOIFI33.2% Usmani36.3% Dow Jones Islamic37.9% S&P Shariah45.5% MSCI Islamic36.3% MSCI Islamic M-Series45.5% FTSE Shariah32.6% |
| SR Spire Inc | NON_COMPLIANT | 0.96% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| KNX Knight-Swift Transportation Holdings Inc | COMPLIANT | 0.95% | AAOIFI22.0% Usmani26.4% Dow Jones Islamic29.8% S&P Shariah30.4% MSCI Islamic21.6% MSCI Islamic M-Series30.4% FTSE Shariah18.7% |
| ANIP ANI Pharmaceuticals Inc | COMPLIANT | 0.95% | AAOIFI18.4% Usmani20.2% Dow Jones Islamic17.0% S&P Shariah18.0% MSCI Islamic20.2% MSCI Islamic M-Series18.0% FTSE Shariah20.2% |
| Belden Inc | UNSCREENED | 0.94% | no in-house ratios for this holding |
| Texas Capital Bancshares Inc | UNSCREENED | 0.92% | no in-house ratios for this holding |
| KN Knowles Corp | COMPLIANT | 0.91% | AAOIFI5.0% Usmani14.4% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic14.3% MSCI Islamic M-Series8.2% FTSE Shariah12.4% |
| Atmus Filtration Technologies Inc | UNSCREENED | 0.90% | no in-house ratios for this holding |
| FBK FB Financial Corp | NON_COMPLIANT | 0.89% | AAOIFI11.0% Usmani1.9% Dow Jones Islamic12.2% S&P Shariah13.9% MSCI Islamic1.9% MSCI Islamic M-Series13.9% FTSE Shariah1.9% |
| First Bancorp/Southern Pines NC | UNSCREENED | 0.88% | no in-house ratios for this holding |
| MHO M/I Homes Inc | COMPLIANT | 0.88% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CTRI Centuri Holdings Inc | NON_COMPLIANT | 0.88% | AAOIFI43.8% Usmani38.7% Dow Jones Islamic42.6% S&P Shariahfail MSCI Islamic38.1% MSCI Islamic M-Seriesfail FTSE Shariah29.9% |
| KEX Kirby Corp | COMPLIANT | 0.87% | AAOIFI16.8% Usmani19.6% Dow Jones Islamic18.8% S&P Shariah19.7% MSCI Islamic19.6% MSCI Islamic M-Series19.7% FTSE Shariah16.6% |
| CARG Cargurus Inc | COMPLIANT | 0.86% | AAOIFI6.3% Usmani33.4% Dow Jones Islamic6.1% S&P Shariah6.9% MSCI Islamic33.4% MSCI Islamic M-Series6.9% FTSE Shariah0.0% |
| LZB La-Z-Boy Inc | NON_COMPLIANT | 0.85% | AAOIFI44.3% Usmani28.3% Dow Jones Islamic36.5% S&P Shariah37.5% MSCI Islamic28.2% MSCI Islamic M-Series37.5% FTSE Shariah0.0% |
| CHEF Chefs' Warehouse Inc/The | COMPLIANT | 0.83% | AAOIFI21.0% Usmani54.6% Dow Jones Islamic37.8% S&P Shariah45.3% MSCI Islamic49.2% MSCI Islamic M-Series45.3% FTSE Shariah37.7% |
| BRC Brady Corp | COMPLIANT | 0.81% | AAOIFI2.0% Usmani4.5% Dow Jones Islamic2.3% S&P Shariah2.5% MSCI Islamic4.5% MSCI Islamic M-Series2.5% FTSE Shariah0.8% |
| VVX V2X Inc | NON_COMPLIANT | 0.80% | AAOIFI39.2% Usmani33.3% Dow Jones Islamic56.3% S&P Shariah61.0% MSCI Islamic33.3% MSCI Islamic M-Series61.0% FTSE Shariah33.3% |
| ADUS Addus HomeCare Corp | COMPLIANT | 0.79% | AAOIFI4.9% Usmani7.5% Dow Jones Islamic5.3% S&P Shariah5.7% MSCI Islamic7.5% MSCI Islamic M-Series5.7% FTSE Shariah4.2% |
| NTST NETSTREIT Corp | NON_COMPLIANT | 0.79% | AAOIFI68.1% Usmani46.0% Dow Jones Islamic94.2% S&P Shariah104.2% MSCI Islamic46.0% MSCI Islamic M-Series104.2% FTSE Shariah46.0% |
| ABM Industries Inc | UNSCREENED | 0.75% | no in-house ratios for this holding |
| PGNY Progyny Inc | COMPLIANT | 0.75% | AAOIFI1.4% Usmani3.8% Dow Jones Islamic1.5% S&P Shariah1.2% MSCI Islamic3.8% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| CBT Cabot Corp | COMPLIANT | 0.75% | AAOIFI25.9% Usmani27.4% Dow Jones Islamic25.4% S&P Shariah25.0% MSCI Islamic27.4% MSCI Islamic M-Series25.0% FTSE Shariah27.4% |
| SHO Sunstone Hotel Investors Inc | NON_COMPLIANT | 0.74% | AAOIFI48.5% Usmani32.3% Dow Jones Islamic52.6% S&P Shariah52.1% MSCI Islamic32.3% MSCI Islamic M-Series52.1% FTSE Shariah32.3% |
| HURN Huron Consulting Group Inc | NON_COMPLIANT | 0.68% | AAOIFI35.9% Usmani55.8% Dow Jones Islamic38.0% S&P Shariah40.9% MSCI Islamic55.8% MSCI Islamic M-Series40.9% FTSE Shariah53.8% |
| ADTN ADTRAN Holdings Inc | COMPLIANT | 0.68% | AAOIFI31.4% Usmani16.9% Dow Jones Islamic25.0% S&P Shariah28.6% MSCI Islamic16.9% MSCI Islamic M-Series28.6% FTSE Shariah16.9% |
| SKYW SkyWest Inc | NON_COMPLIANT | 0.67% | AAOIFI62.0% Usmani32.2% Dow Jones Islamic59.8% S&P Shariah68.4% MSCI Islamic32.2% MSCI Islamic M-Series68.4% FTSE Shariah31.0% |
| AAMI Acadian Asset Management Inc | COMPLIANT | 0.66% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| UMBF UMB Financial Corp | NON_COMPLIANT | 0.66% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| INVA Innoviva Inc | NON_COMPLIANT | 0.65% | AAOIFI17.5% Usmani15.8% Dow Jones Islamic19.8% S&P Shariah21.9% MSCI Islamic15.8% MSCI Islamic M-Series21.9% FTSE Shariah15.2% |
| EPC Edgewell Personal Care Co | NON_COMPLIANT | 0.65% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| RUSHA Rush Enterprises Inc | COMPLIANT | 0.60% | AAOIFI7.0% Usmani11.2% Dow Jones Islamic13.4% S&P Shariah14.7% MSCI Islamic8.8% MSCI Islamic M-Series14.7% FTSE Shariah6.1% |
| YETI YETI Holdings Inc | COMPLIANT | 0.60% | AAOIFI6.7% Usmani19.4% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic19.4% MSCI Islamic M-Series7.7% FTSE Shariah7.7% |
| ITGR Integer Holdings Corp | NON_COMPLIANT | 0.59% | AAOIFI30.5% Usmani39.9% Dow Jones Islamic35.6% S&P Shariah36.3% MSCI Islamic38.4% MSCI Islamic M-Series36.3% FTSE Shariah36.2% |
| DNOW DNOW Inc | COMPLIANT | 0.57% | AAOIFI21.7% Usmani16.5% Dow Jones Islamic35.3% S&P Shariah38.5% MSCI Islamic16.5% MSCI Islamic M-Series38.5% FTSE Shariah12.4% |
| Old National Bancorp/IN | UNSCREENED | 0.57% | no in-house ratios for this holding |
| ESRT Empire State Realty Trust Inc | NON_COMPLIANT | 0.55% | AAOIFI161.7% Usmani29.7% Dow Jones Islamic99.6% S&P Shariah93.0% MSCI Islamic29.7% MSCI Islamic M-Series93.0% FTSE Shariah29.7% |
| TITN Titan Machinery Inc | NON_COMPLIANT | 0.55% | AAOIFI36.3% Usmani16.0% Dow Jones Islamic54.9% S&P Shariah50.1% MSCI Islamic13.8% MSCI Islamic M-Series50.1% FTSE Shariah10.6% |
| CECO CECO Environmental Corp | COMPLIANT | 0.54% | AAOIFI16.5% Usmani20.4% Dow Jones Islamic42.8% S&P Shariah52.9% MSCI Islamic20.4% MSCI Islamic M-Series52.9% FTSE Shariah19.5% |
| Catalyst Pharmaceuticals Inc | UNSCREENED | 0.52% | no in-house ratios for this holding |
| INVX Innovex International Inc | COMPLIANT | 0.51% | AAOIFI3.5% Usmani7.5% Dow Jones Islamic5.5% S&P Shariah6.5% MSCI Islamic5.6% MSCI Islamic M-Series6.5% FTSE Shariah1.9% |
| CENT Central Garden & Pet Co | NON_COMPLIANT | 0.51% | AAOIFI60.7% Usmani37.2% Dow Jones Islamic61.0% S&P Shariah60.1% MSCI Islamic37.2% MSCI Islamic M-Series60.1% FTSE Shariah31.5% |
| IAG IAMGOLD Corp | COMPLIANT | 0.50% | AAOIFI4.1% Usmani11.1% Dow Jones Islamic9.7% S&P Shariah13.0% MSCI Islamic11.1% MSCI Islamic M-Series13.0% FTSE Shariah11.1% |
| ECVT Ecovyst Inc | NON_COMPLIANT | 0.48% | AAOIFI48.9% Usmani38.5% Dow Jones Islamic51.9% S&P Shariah51.3% MSCI Islamic38.5% MSCI Islamic M-Series51.3% FTSE Shariah34.7% |
| MBUU Malibu Boats Inc | NON_COMPLIANT | 0.46% | AAOIFI33.8% Usmani17.7% Dow Jones Islamic28.1% S&P Shariah25.4% MSCI Islamic17.7% MSCI Islamic M-Series25.4% FTSE Shariah16.6% |
| ALK Alaska Air Group Inc | NON_COMPLIANT | 0.46% | AAOIFI158.3% Usmani35.0% Dow Jones Islamic123.9% S&P Shariah132.3% MSCI Islamic35.0% MSCI Islamic M-Series132.3% FTSE Shariah28.5% |
| UMH Properties Inc | UNSCREENED | 0.45% | no in-house ratios for this holding |
| CMC Commercial Metals Co | NON_COMPLIANT | 0.44% | AAOIFI44.9% Usmani37.8% Dow Jones Islamic53.4% S&P Shariah55.5% MSCI Islamic35.9% MSCI Islamic M-Series55.5% FTSE Shariah33.6% |
| WGO Winnebago Industries Inc | NON_COMPLIANT | 0.42% | AAOIFI55.3% Usmani23.4% Dow Jones Islamic44.9% S&P Shariah37.4% MSCI Islamic23.4% MSCI Islamic M-Series37.4% FTSE Shariah21.7% |
| Maximus Inc | UNSCREENED | 0.37% | no in-house ratios for this holding |
| TGB Trekor Metals Ltd | COMPLIANT | 0.36% | AAOIFI17.6% Usmani30.2% Dow Jones Islamic36.6% S&P Shariah46.6% MSCI Islamic30.2% MSCI Islamic M-Series46.6% FTSE Shariah30.2% |
| OPLN OPENLANE Inc | COMPLIANT | 0.35% | AAOIFI13.4% Usmani11.7% Dow Jones Islamic20.7% S&P Shariah23.8% MSCI Islamic11.7% MSCI Islamic M-Series23.8% FTSE Shariah10.7% |
The published standards disagree about this fund by 8 points of portfolio weight — 37.1% of it passes FTSE Shariah, 29.0% 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 31.3% ratios fail on 51.0% 17.7% not rated under AAOIFI
ratios pass on 30.2% ratios fail on 47.1% 22.6% not rated under Usmani
ratios pass on 29.0% ratios fail on 52.2% 18.8% not rated under Dow Jones Islamic
ratios pass on 29.0% ratios fail on 52.2% 18.8% not rated under S&P Shariah
ratios pass on 30.7% ratios fail on 50.0% 19.3% not rated under MSCI Islamic
ratios pass on 30.1% ratios fail on 52.2% 17.7% not rated under MSCI Islamic M-Series
ratios pass on 37.1% ratios fail on 43.4% 19.4% not rated under FTSE Shariah
89 of 104 listed holdings carry our own per-methodology verdicts (85% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 88 (85% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| SBCF Seacoast Banking Corp of Florida | 1.55% |
| EBC Eastern Bankshares Inc | 1.51% |
| NBHC National Bank Holdings Corp | 1.51% |
| HWC Hancock Whitney Corp | 1.48% |
| THG Hanover Insurance Group Inc/The | 1.47% |
| RNST Renasant Corp | 1.46% |
| AUB Atlantic Union Bankshares Corp | 1.46% |
| VVV Valvoline Inc | 1.43% |
| PWP Perella Weinberg Partners | 1.31% |
| KRG Kite Realty Group Trust | 1.31% |
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.
WBVNX (WBVNX) 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 WBVNX — 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) | 31.50 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -157.06 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.10 | SELL |
| ROC (10) | -1.44 | SELL |
| Momentum (10) | -0.51 | SELL |
| EMA (10) | 35.45 | SELL |
| SMA (10) | 35.54 | SELL |
| EMA (20) | 35.79 | SELL |
| SMA (20) | 35.86 | SELL |
| EMA (30) | 35.96 | SELL |
| SMA (30) | 36.24 | SELL |
| EMA (50) | 35.99 | SELL |
| SMA (50) | 36.39 | SELL |
| EMA (100) | 35.35 | SELL |
| SMA (100) | 35.65 | SELL |
| EMA (200) | 33.50 | BUY |
| SMA (200) | 33.59 | BUY |
Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small capitalized (“small cap”) companies. For purposes of the fund, the Adviser considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company, included in the Russell 2000® Index at the time of its investment.
Background via Yahoo Finance — informational, not part of the verdict.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-09-08 · Asset managers net 912361 (-21819)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.