# The filtered fund preview | Amal Invest Help

Before creating a fund you see exactly what screening does to it: which stocks go, how much of the original allocation that removes, and how the filtered version has performed.

Key Takeaways

*   The preview is live. Changing filters updates every number on the page
*   **Create filtered fund** saves the fund but places no trades
*   The filter settings step decides what happens when a holding later turns non-compliant
*   Already-compliant funds can be bought directly instead of filtered

## Reading the overview

The page opens with the fund name, its update frequency, and a **Create filtered fund** button. Below it, in order:

![The fund overview masthead with Your filters summary and the Create filtered fund button](https://amalinvest.com/help-assets/fund-overview-top.png)

**Your filters** summarises the rules in force: doubtful stocks included or excluded, unrated stocks, and whether your blocked list applies. **Edit filters** opens a side sheet with two switches and a link to your blocked stocks. Press **Update preview** to recalculate.

![The Your filters side sheet with the two switches](https://amalinvest.com/help-assets/your-filters-sheet.png)

**What filtering changes** is the key panel. It shows the holding count before and after, the share of the original allocation removed, and how concentrated the top five stocks become. **View removed stocks** jumps to the full list with each one's reason.

Swipe to see all 2 screens

Then a **performance chart** comparing the filtered and original fund, the **sector mix**, the full **screening details** with every holding's compliance status, and **fund facts** such as assets under management and expense ratio.

Why do weights change?

When a holding is removed, its weight is spread across the remaining holdings in proportion. A fund that loses 30% of its allocation to banks ends up with every other stock roughly 1.4 times heavier.

## Already-compliant and physical funds

For funds that already pass screening, or that hold physical assets like gold, a dialog offers **Buy directly** or **Filter**. Direct purchase holds the fund as is. Physical funds can only be bought directly.

![The This fund is already Shariah compliant dialog](https://amalinvest.com/help-assets/wrap-modal.png)

## The filter settings step

Press **Create filtered fund** and one more form appears.

![The Filter Settings form with the If a stock turns non-compliant radio](https://amalinvest.com/help-assets/filter-settings-step.png)

*   **Buy doubtful stocks.** Include companies with mixed revenue.
*   **Buy unrated stocks.** Expert mode only. Include companies with no rating yet.
*   **If a stock turns non-compliant.** Sell immediately, wait for the next report and sell if still non-compliant, or do nothing and notify. See [When a holding stops being halal](https://amalinvest.com/help/non-compliant-holdings).
*   Expert mode adds **Track changes** to the source fund, **Auto-rebalance**, **Reinvest on sell**, and **Reinvest dividends**.

Press **Submit**. The fund now exists and its page opens. Nothing has been bought yet.

## Common problems

**The preview shows zero holdings.** Your filters removed everything, usually because unrated stocks are excluded on a small fund. Turn on **Include unrated stocks** and update.

**The performance chart is empty.** Some mutual funds have no daily holdings history. The chart appears once the fund has been tracked for a while.