Verdicts genuinely change. Free email alert the moment AIBBX'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.
Aristotle Small Cap Equity Fund · Aristotle Fund Series Trust
99 holdings
NON-COMPLIANT 38.74% of portfolio weight is in non-compliant holdings, over the 5% threshold.
99 holdings, 73 matched (71% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
1.22% of this portfolio’s income is non-permissible — weighted across holdings, computed over 57% of portfolio weight (60 of 99 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.
32.6% compliant 0.0% questionable 38.7% non-compliant 28.7% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| US BANK MMDA - USBGFS 9 | UNSCREENED | 3.04% | no in-house ratios for this holding |
| Mercury Systems Inc | UNSCREENED | 2.51% | no in-house ratios for this holding |
| MACOM Technology Solutions Hol | UNSCREENED | 2.49% | no in-house ratios for this holding |
| HA Sustainable Infrastructure | UNSCREENED | 2.19% | no in-house ratios for this holding |
| LFUS Littelfuse Inc | COMPLIANT | 2.10% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| AerCap Holdings NV | UNSCREENED | 2.07% | no in-house ratios for this holding |
| HQY HealthEquity Inc | COMPLIANT | 1.96% | AAOIFI12.2% Usmani29.7% Dow Jones Islamic12.2% S&P Shariah13.0% MSCI Islamic29.7% MSCI Islamic M-Series13.0% FTSE Shariah28.5% |
| ACIW ACI Worldwide Inc | COMPLIANT | 1.80% | AAOIFI16.0% Usmani27.4% Dow Jones Islamic16.8% S&P Shariah18.8% MSCI Islamic27.4% MSCI Islamic M-Series18.8% FTSE Shariah26.6% |
| BHE Benchmark Electronics Inc | COMPLIANT | 1.71% | AAOIFI11.3% Usmani13.3% Dow Jones Islamic16.2% S&P Shariah18.7% MSCI Islamic13.3% MSCI Islamic M-Series18.7% FTSE Shariah8.3% |
| Pursuit Attractions and Hospit | UNSCREENED | 1.67% | no in-house ratios for this holding |
| UMBF UMB Financial Corp | NON_COMPLIANT | 1.65% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| CUBI Customers Bancorp Inc | NON_COMPLIANT | 1.48% | AAOIFI6.0% Usmani0.6% Dow Jones Islamic7.9% S&P Shariah8.7% MSCI Islamic0.6% MSCI Islamic M-Series8.7% FTSE Shariah0.6% |
| ITRI Itron Inc | NON_COMPLIANT | 1.48% | AAOIFI38.7% Usmani41.0% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic41.0% MSCI Islamic M-Series36.7% FTSE Shariah40.3% |
| NOVT Novanta Inc | COMPLIANT | 1.46% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| SLGN Silgan Holdings Inc | NON_COMPLIANT | 1.42% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| MMSI Merit Medical Systems Inc | COMPLIANT | 1.42% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| NBHC National Bank Holdings Corp | NON_COMPLIANT | 1.41% | AAOIFI10.8% Usmani1.6% Dow Jones Islamic12.9% S&P Shariah13.9% MSCI Islamic1.6% MSCI Islamic M-Series13.9% FTSE Shariah1.6% |
| LQDT Liquidity Services Inc | COMPLIANT | 1.40% | AAOIFI1.0% Usmani3.2% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic3.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| HAE Haemonetics Corp | NON_COMPLIANT | 1.38% | AAOIFI22.5% Usmani51.8% Dow Jones Islamic36.0% S&P Shariah33.2% MSCI Islamic51.8% MSCI Islamic M-Series33.2% FTSE Shariah49.6% |
| SMG Scotts Miracle-Gro Co/The | NON_COMPLIANT | 1.37% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| GRDN Guardian Pharmacy Services Inc | COMPLIANT | 1.37% | AAOIFI2.5% Usmani14.4% Dow Jones Islamic3.6% S&P Shariahpass MSCI Islamic14.4% MSCI Islamic M-Seriespass FTSE Shariah6.5% |
| HXL Hexcel Corp | COMPLIANT | 1.34% | AAOIFI13.9% Usmani35.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic35.1% MSCI Islamic M-Series0.0% FTSE Shariah35.1% |
| STAG STAG Industrial Inc | NON_COMPLIANT | 1.34% | AAOIFI44.2% Usmani44.6% Dow Jones Islamic48.2% S&P Shariah49.6% MSCI Islamic44.6% MSCI Islamic M-Series49.6% FTSE Shariah44.6% |
| CHE Chemed Corp | COMPLIANT | 1.33% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| AUB Atlantic Union Bankshares Corp | NON_COMPLIANT | 1.32% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| HURN Huron Consulting Group Inc | NON_COMPLIANT | 1.29% | AAOIFI35.9% Usmani55.8% Dow Jones Islamic38.0% S&P Shariah40.9% MSCI Islamic55.8% MSCI Islamic M-Series40.9% FTSE Shariah53.8% |
| ASC Ardmore Shipping Corp | COMPLIANT | 1.26% | AAOIFI14.2% Usmani13.3% Dow Jones Islamic21.2% S&P Shariah19.9% MSCI Islamic13.3% MSCI Islamic M-Series19.9% FTSE Shariah13.1% |
| Charles River Laboratories Int | UNSCREENED | 1.25% | no in-house ratios for this holding |
| UTL Unitil Corp | NON_COMPLIANT | 1.23% | AAOIFI74.4% Usmani32.8% Dow Jones Islamic84.0% S&P Shariah87.7% MSCI Islamic32.8% MSCI Islamic M-Series87.7% FTSE Shariah32.5% |
| VOYA Voya Financial Inc | NON_COMPLIANT | 1.22% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| AEIS Advanced Energy Industries Inc | COMPLIANT | 1.20% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| JHX James Hardie Industries PLC | COMPLIANT | 1.19% | AAOIFI21.1% Usmani33.5% Dow Jones Islamic37.1% S&P Shariah34.0% MSCI Islamic32.8% MSCI Islamic M-Series34.0% FTSE Shariah31.7% |
| Belden Inc | UNSCREENED | 1.19% | no in-house ratios for this holding |
| VVV Valvoline Inc | NON_COMPLIANT | 1.18% | AAOIFI49.7% Usmani58.5% Dow Jones Islamic44.0% S&P Shariah42.7% MSCI Islamic58.5% MSCI Islamic M-Series42.7% FTSE Shariah47.6% |
| PWP Perella Weinberg Partners | NON_COMPLIANT | 1.17% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TKO TKO Group Holdings Inc | NON_COMPLIANT | 1.17% | AAOIFI12.7% Usmani30.5% Dow Jones Islamic14.3% S&P Shariah17.0% MSCI Islamic28.8% MSCI Islamic M-Series17.0% FTSE Shariah28.5% |
| AGI Alamos Gold Inc | COMPLIANT | 1.15% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CWST Casella Waste Systems Inc | COMPLIANT | 1.13% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| WSBC WesBanco Inc | NON_COMPLIANT | 1.09% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Knight-Swift Transportation Ho | UNSCREENED | 1.08% | no in-house ratios for this holding |
| AIN Albany International Corp | COMPLIANT | 1.07% | AAOIFI26.9% Usmani26.3% Dow Jones Islamic23.8% S&P Shariah21.0% MSCI Islamic26.3% MSCI Islamic M-Series21.0% FTSE Shariah26.3% |
| BOX Box Inc | COMPLIANT | 1.03% | AAOIFI11.2% Usmani37.4% Dow Jones Islamic12.1% S&P Shariah12.6% MSCI Islamic37.4% MSCI Islamic M-Series12.6% FTSE Shariah32.2% |
| 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% |
| Baldwin Insurance Group Inc/Th | UNSCREENED | 0.97% | no in-house ratios for this holding |
| ATR AptarGroup Inc | COMPLIANT | 0.92% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| KBH KB Home | NON_COMPLIANT | 0.90% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BKU BankUnited Inc | NON_COMPLIANT | 0.90% | AAOIFI9.7% Usmani0.9% Dow Jones Islamic10.8% S&P Shariah12.2% MSCI Islamic0.9% MSCI Islamic M-Series12.2% FTSE Shariah0.9% |
| KBR KBR Inc | NON_COMPLIANT | 0.89% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| IPAR Interparfums Inc | COMPLIANT | 0.88% | AAOIFI4.3% Usmani10.9% Dow Jones Islamic4.6% S&P Shariah4.5% MSCI Islamic10.9% MSCI Islamic M-Series4.5% FTSE Shariah9.6% |
| COLB Columbia Banking System Inc | NON_COMPLIANT | 0.88% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DY Dycom Industries Inc | COMPLIANT | 0.88% | AAOIFI33.4% Usmani46.6% Dow Jones Islamic36.4% S&P Shariah44.4% MSCI Islamic46.6% MSCI Islamic M-Series44.4% FTSE Shariah43.1% |
| First Interstate BancSystem In | UNSCREENED | 0.86% | no in-house ratios for this holding |
| HGV Hilton Grand Vacations Inc | NON_COMPLIANT | 0.86% | AAOIFI149.2% Usmani39.9% Dow Jones Islamic128.3% S&P Shariah122.5% MSCI Islamic39.9% MSCI Islamic M-Series122.5% FTSE Shariah39.9% |
| ACHC Acadia Healthcare Co Inc | NON_COMPLIANT | 0.85% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Cohen & Steers Inc | UNSCREENED | 0.84% | no in-house ratios for this holding |
| ROG Rogers Corp | COMPLIANT | 0.81% | AAOIFI0.9% Usmani2.1% Dow Jones Islamic1.2% S&P Shariah1.1% MSCI Islamic1.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| Agree Realty Corp | UNSCREENED | 0.80% | no in-house ratios for this holding |
| WSC WillScot Holdings Corp | NON_COMPLIANT | 0.78% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| GXO GXO Logistics Inc | NON_COMPLIANT | 0.78% | AAOIFI110.4% Usmani53.3% Dow Jones Islamic105.4% S&P Shariah102.0% MSCI Islamic49.5% MSCI Islamic M-Series102.0% FTSE Shariah25.9% |
| United Community Banks Inc/GA | UNSCREENED | 0.78% | no in-house ratios for this holding |
| MATW Matthews International Corp | NON_COMPLIANT | 0.77% | AAOIFI95.2% Usmani41.7% Dow Jones Islamic85.0% S&P Shariah80.4% MSCI Islamic41.7% MSCI Islamic M-Series80.4% FTSE Shariah37.7% |
| OII Oceaneering International Inc | NON_COMPLIANT | 0.76% | AAOIFI18.9% Usmani30.6% Dow Jones Islamic27.5% S&P Shariah29.7% MSCI Islamic30.6% MSCI Islamic M-Series29.7% FTSE Shariah18.2% |
| Wolverine World Wide Inc | UNSCREENED | 0.75% | no in-house ratios for this holding |
| INSW International Seaways Inc | COMPLIANT | 0.75% | AAOIFI12.6% Usmani21.6% Dow Jones Islamic26.6% S&P Shariah28.6% MSCI Islamic21.6% MSCI Islamic M-Series28.6% FTSE Shariah21.4% |
| RRC Range Resources Corp | COMPLIANT | 0.73% | AAOIFI10.4% Usmani13.4% Dow Jones Islamic11.6% S&P Shariah12.0% MSCI Islamic13.4% MSCI Islamic M-Series12.0% FTSE Shariah11.5% |
| Axalta Coating Systems Ltd | UNSCREENED | 0.72% | no in-house ratios for this holding |
| Old National Bancorp/IN | UNSCREENED | 0.72% | no in-house ratios for this holding |
| NSIT Insight Enterprises Inc | NON_COMPLIANT | 0.71% | AAOIFI31.2% Usmani12.9% Dow Jones Islamic36.5% S&P Shariah31.5% MSCI Islamic12.9% MSCI Islamic M-Series31.5% FTSE Shariah12.9% |
| LKQ LKQ Corp | NON_COMPLIANT | 0.69% | AAOIFI24.7% Usmani9.2% Dow Jones Islamic17.0% S&P Shariah15.2% MSCI Islamic9.2% MSCI Islamic M-Series15.2% FTSE Shariah0.0% |
| Prestige Consumer Healthcare I | UNSCREENED | 0.69% | no in-house ratios for this holding |
| BANR Banner Corp | NON_COMPLIANT | 0.68% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Texas Capital Bancshares Inc | UNSCREENED | 0.68% | no in-house ratios for this holding |
| OGS ONE Gas Inc | NON_COMPLIANT | 0.68% | AAOIFI51.6% Usmani29.4% Dow Jones Islamic57.7% S&P Shariah63.4% MSCI Islamic29.4% MSCI Islamic M-Series63.4% FTSE Shariah29.4% |
| IPGP IPG Photonics Corp | COMPLIANT | 0.64% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| FCN FTI Consulting Inc | NON_COMPLIANT | 0.61% | AAOIFI30.3% Usmani35.9% Dow Jones Islamic22.2% S&P Shariah20.2% MSCI Islamic35.9% MSCI Islamic M-Series20.2% FTSE Shariah28.8% |
| PRMB Primo Brands Corp | NON_COMPLIANT | 0.60% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| SONO Sonos Inc | COMPLIANT | 0.60% | AAOIFI3.3% Usmani6.4% Dow Jones Islamic3.4% S&P Shariah3.3% MSCI Islamic6.4% MSCI Islamic M-Series3.3% FTSE Shariah0.0% |
| iShares Russell 2000 ETF | UNSCREENED | 0.56% | no in-house ratios for this holding |
| MD Pediatrix Medical Group Inc | NON_COMPLIANT | 0.56% | AAOIFI28.7% Usmani29.1% Dow Jones Islamic39.4% S&P Shariah47.3% MSCI Islamic29.1% MSCI Islamic M-Series47.3% FTSE Shariah27.4% |
| DLB Dolby Laboratories Inc | COMPLIANT | 0.56% | AAOIFI0.8% Usmani1.5% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.5% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| IDA IDACORP Inc | NON_COMPLIANT | 0.55% | AAOIFI43.9% Usmani33.8% Dow Jones Islamic52.0% S&P Shariah58.2% MSCI Islamic33.7% MSCI Islamic M-Series58.2% FTSE Shariah33.7% |
| iShares Russell 2000 Value ETF | UNSCREENED | 0.55% | no in-house ratios for this holding |
| NVST Envista Holdings Corp | NON_COMPLIANT | 0.55% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| Community Healthcare Trust Inc | UNSCREENED | 0.53% | no in-house ratios for this holding |
| KN Knowles Corp | COMPLIANT | 0.51% | AAOIFI5.0% Usmani14.4% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic14.3% MSCI Islamic M-Series8.2% FTSE Shariah12.4% |
| SUPN Supernus Pharmaceuticals Inc | COMPLIANT | 0.51% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Amentum Holdings Inc | UNSCREENED | 0.51% | no in-house ratios for this holding |
| HLF Herbalife Ltd | NON_COMPLIANT | 0.50% | AAOIFI169.9% Usmani77.1% Dow Jones Islamic206.9% S&P Shariah201.9% MSCI Islamic77.1% MSCI Islamic M-Series201.9% FTSE Shariah70.5% |
| Cross Country Healthcare Inc | UNSCREENED | 0.47% | no in-house ratios for this holding |
| FLS Flowserve Corp | COMPLIANT | 0.43% | AAOIFI23.8% Usmani36.7% Dow Jones Islamic28.9% S&P Shariah32.3% MSCI Islamic36.7% MSCI Islamic M-Series32.3% FTSE Shariah33.8% |
| Chefs' Warehouse Inc/The | UNSCREENED | 0.42% | no in-house ratios for this holding |
| NOG Northern Oil & Gas Inc | NON_COMPLIANT | 0.41% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| JJSF J & J Snack Foods Corp | COMPLIANT | 0.41% | AAOIFI14.0% Usmani16.3% Dow Jones Islamic10.5% S&P Shariah9.3% MSCI Islamic16.2% MSCI Islamic M-Series9.3% FTSE Shariah4.2% |
| AHRT AH Realty Trust Inc | NON_COMPLIANT | 0.40% | AAOIFI150.8% Usmani49.6% Dow Jones Islamic173.5% S&P Shariah166.6% MSCI Islamic49.6% MSCI Islamic M-Series166.6% FTSE Shariah49.6% |
| QDEL QuidelOrtho Corp | NON_COMPLIANT | 0.39% | AAOIFI321.0% Usmani53.8% Dow Jones Islamic159.8% S&P Shariah123.4% MSCI Islamic53.8% MSCI Islamic M-Series123.4% FTSE Shariah50.6% |
| EFOR Everforth Inc | NON_COMPLIANT | 0.37% | AAOIFI112.1% Usmani37.2% Dow Jones Islamic63.4% S&P Shariah49.8% MSCI Islamic37.2% MSCI Islamic M-Series49.8% FTSE Shariah35.7% |
| iShares Core S&P Small-Cap ETF | UNSCREENED | 0.34% | no in-house ratios for this holding |
| PRGO Perrigo Co PLC | NON_COMPLIANT | 0.24% | AAOIFI167.1% Usmani45.6% Dow Jones Islamic136.7% S&P Shariah120.3% MSCI Islamic45.5% MSCI Islamic M-Series120.3% FTSE Shariah43.3% |
| SAFE Safehold Inc | NON_COMPLIANT | 0.21% | AAOIFI434.6% Usmani61.9% Dow Jones Islamic408.0% S&P Shariah392.9% MSCI Islamic61.9% MSCI Islamic M-Series392.9% FTSE Shariah61.9% |
The published standards disagree about this fund by 12 points of portfolio weight — 36.7% of it passes AAOIFI, 24.2% 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 36.7% ratios fail on 34.2% 29.1% not rated under AAOIFI
ratios pass on 28.2% ratios fail on 40.8% 31.0% not rated under Usmani
ratios pass on 33.3% ratios fail on 35.3% 31.4% not rated under Dow Jones Islamic
ratios pass on 33.3% ratios fail on 35.3% 31.4% not rated under S&P Shariah
ratios pass on 24.2% ratios fail on 44.8% 31.0% not rated under MSCI Islamic
ratios pass on 34.7% ratios fail on 35.3% 30.0% not rated under MSCI Islamic M-Series
ratios pass on 31.1% ratios fail on 37.9% 31.0% not rated under FTSE Shariah
73 of 99 listed holdings carry our own per-methodology verdicts (71% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 66 (65% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UMBF UMB Financial Corp | 1.65% |
| CUBI Customers Bancorp Inc | 1.48% |
| ITRI Itron Inc | 1.48% |
| SLGN Silgan Holdings Inc | 1.42% |
| NBHC National Bank Holdings Corp | 1.41% |
| HAE Haemonetics Corp | 1.38% |
| SMG Scotts Miracle-Gro Co/The | 1.37% |
| STAG STAG Industrial Inc | 1.34% |
| AUB Atlantic Union Bankshares Corp | 1.32% |
| HURN Huron Consulting Group Inc | 1.29% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Aristotle Small Cap Equity Fund (AIBBX) 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.
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 |
|---|---|---|
| US BANK MMDA - USBGFS 9not matched to a ticker | 3.04% | Not screened |
| Mercury Systems Incnot matched to a ticker | 2.51% | Not screened |
| MACOM Technology Solutions Holnot matched to a ticker | 2.49% | Not screened |
| HA Sustainable Infrastructurenot matched to a ticker | 2.19% | Not screened |
| LFUSLittelfuse Inc | 2.10% | Compliant |
| AerCap Holdings NVnot matched to a ticker | 2.07% | Not screened |
| HQYHealthEquity Inc | 1.96% | Compliant |
| ACIWACI Worldwide Inc | 1.80% | Compliant |
| BHEBenchmark Electronics Inc | 1.71% | Compliant |
| Pursuit Attractions and Hospitnot matched to a ticker | 1.67% | Not screened |
Top 10 of 99 holdings, 21.6% 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 AIBBX. 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) | 45.70 | NEUTRAL |
| Stochastic %K (14) | 57.14 | NEUTRAL |
| CCI (20) | 3.98 | NEUTRAL |
| Williams %R (14) | -42.86 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | -0.54 | SELL |
| Momentum (10) | -0.09 | SELL |
| EMA (10) | 16.51 | SELL |
| SMA (10) | 16.51 | SELL |
| EMA (20) | 16.54 | SELL |
| SMA (20) | 16.46 | BUY |
| EMA (30) | 16.59 | SELL |
| SMA (30) | 16.53 | SELL |
| EMA (50) | 16.66 | SELL |
| SMA (50) | 16.84 | SELL |
| EMA (100) | 16.57 | SELL |
| SMA (100) | 16.75 | SELL |
| EMA (200) | 16.07 | BUY |
| SMA (200) | 16.17 | 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.