AISHXETF / FundAristotle Small/Mid Cap Equity Fund
Verdicts genuinely change. Free email alert the moment AISHX'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/Mid Cap Equity Fund · Aristotle Fund Series Trust
105 holdings
NON-COMPLIANT 39.38% of portfolio weight is in non-compliant holdings, over the 5% threshold.
105 holdings, 81 matched (74% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
1.88% of this portfolio’s income is non-permissible — weighted across holdings, computed over 60% of portfolio weight (68 of 105 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.
34.9% compliant 0.0% questionable 39.4% non-compliant 25.7% unscreened
All holdings (105)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| MACOM Technology Solutions Hol | UNSCREENED | 2.53% | no in-house ratios for this holding |
| HA Sustainable Infrastructure | UNSCREENED | 2.16% | no in-house ratios for this holding |
| LFUS Littelfuse Inc | COMPLIANT | 2.09% | 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 | 1.85% | no in-house ratios for this holding |
| PR Permian Resources Corp | COMPLIANT | 1.80% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| FTAI FTAI Aviation Ltd | COMPLIANT | 1.78% | AAOIFI17.1% Usmani76.9% Dow Jones Islamic19.5% S&P Shariah24.8% MSCI Islamic76.9% MSCI Islamic M-Series24.8% FTSE Shariah76.9% |
| HQY HealthEquity Inc | COMPLIANT | 1.77% | AAOIFI12.2% Usmani29.7% Dow Jones Islamic12.2% S&P Shariah13.0% MSCI Islamic29.7% MSCI Islamic M-Series13.0% FTSE Shariah28.5% |
| BKU BankUnited Inc | NON_COMPLIANT | 1.75% | AAOIFI9.7% Usmani0.9% Dow Jones Islamic10.8% S&P Shariah12.2% MSCI Islamic0.9% MSCI Islamic M-Series12.2% FTSE Shariah0.9% |
| Knight-Swift Transportation Ho | UNSCREENED | 1.72% | no in-house ratios for this holding |
| AGI Alamos Gold Inc | COMPLIANT | 1.64% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| UMBF UMB Financial Corp | NON_COMPLIANT | 1.62% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| ACIW ACI Worldwide Inc | COMPLIANT | 1.61% | AAOIFI16.0% Usmani27.4% Dow Jones Islamic16.8% S&P Shariah18.8% MSCI Islamic27.4% MSCI Islamic M-Series18.8% FTSE Shariah26.6% |
| RRC Range Resources Corp | COMPLIANT | 1.59% | AAOIFI10.4% Usmani13.4% Dow Jones Islamic11.6% S&P Shariah12.0% MSCI Islamic13.4% MSCI Islamic M-Series12.0% FTSE Shariah11.5% |
| US BANK MMDA - USBGFS 9 | UNSCREENED | 1.59% | no in-house ratios for this holding |
| EHC Encompass Health Corp | COMPLIANT | 1.52% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| TDY Teledyne Technologies Inc | NON_COMPLIANT | 1.49% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| HAE Haemonetics Corp | NON_COMPLIANT | 1.47% | AAOIFI22.5% Usmani51.8% Dow Jones Islamic36.0% S&P Shariah33.2% MSCI Islamic51.8% MSCI Islamic M-Series33.2% FTSE Shariah49.6% |
| ITRI Itron Inc | NON_COMPLIANT | 1.46% | AAOIFI38.7% Usmani41.0% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic41.0% MSCI Islamic M-Series36.7% FTSE Shariah40.3% |
| Belden Inc | UNSCREENED | 1.40% | no in-house ratios for this holding |
| SMG Scotts Miracle-Gro Co/The | NON_COMPLIANT | 1.38% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| NOVT Novanta Inc | COMPLIANT | 1.38% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| HXL Hexcel Corp | COMPLIANT | 1.36% | AAOIFI13.9% Usmani35.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic35.1% MSCI Islamic M-Series0.0% FTSE Shariah35.1% |
| MMSI Merit Medical Systems Inc | COMPLIANT | 1.36% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| CHE Chemed Corp | COMPLIANT | 1.34% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| NBHC National Bank Holdings Corp | NON_COMPLIANT | 1.30% | AAOIFI10.8% Usmani1.6% Dow Jones Islamic12.9% S&P Shariah13.9% MSCI Islamic1.6% MSCI Islamic M-Series13.9% FTSE Shariah1.6% |
| Charles River Laboratories Int | UNSCREENED | 1.28% | no in-house ratios for this holding |
| Mercury Systems Inc | UNSCREENED | 1.26% | no in-house ratios for this holding |
| JHX James Hardie Industries PLC | COMPLIANT | 1.22% | AAOIFI21.1% Usmani33.5% Dow Jones Islamic37.1% S&P Shariah34.0% MSCI Islamic32.8% MSCI Islamic M-Series34.0% FTSE Shariah31.7% |
| AEIS Advanced Energy Industries Inc | COMPLIANT | 1.19% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| 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% |
| 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% |
| PWP Perella Weinberg Partners | NON_COMPLIANT | 1.16% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CWST Casella Waste Systems Inc | COMPLIANT | 1.12% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| VOYA Voya Financial Inc | NON_COMPLIANT | 1.10% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| WSBC WesBanco Inc | NON_COMPLIANT | 1.07% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| IEX IDEX Corp | COMPLIANT | 1.05% | AAOIFI11.3% Usmani27.2% Dow Jones Islamic13.0% S&P Shariah12.7% MSCI Islamic27.2% MSCI Islamic M-Series12.7% FTSE Shariah26.8% |
| HURN Huron Consulting Group Inc | NON_COMPLIANT | 1.05% | AAOIFI35.9% Usmani55.8% Dow Jones Islamic38.0% S&P Shariah40.9% MSCI Islamic55.8% MSCI Islamic M-Series40.9% FTSE Shariah53.8% |
| ATR AptarGroup Inc | COMPLIANT | 1.02% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| AIN Albany International Corp | COMPLIANT | 1.00% | AAOIFI26.9% Usmani26.3% Dow Jones Islamic23.8% S&P Shariah21.0% MSCI Islamic26.3% MSCI Islamic M-Series21.0% FTSE Shariah26.3% |
| IPAR Interparfums Inc | COMPLIANT | 1.00% | AAOIFI4.3% Usmani10.9% Dow Jones Islamic4.6% S&P Shariah4.5% MSCI Islamic10.9% MSCI Islamic M-Series4.5% FTSE Shariah9.6% |
| Baldwin Insurance Group Inc/Th | UNSCREENED | 0.99% | no in-house ratios for this holding |
| SLGN Silgan Holdings Inc | NON_COMPLIANT | 0.97% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| BOX Box Inc | COMPLIANT | 0.96% | AAOIFI11.2% Usmani37.4% Dow Jones Islamic12.1% S&P Shariah12.6% MSCI Islamic37.4% MSCI Islamic M-Series12.6% FTSE Shariah32.2% |
| Wolverine World Wide Inc | UNSCREENED | 0.96% | no in-house ratios for this holding |
| JLL Jones Lang LaSalle Inc | NON_COMPLIANT | 0.91% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| DOC Healthpeak Properties Inc | NON_COMPLIANT | 0.91% | AAOIFI67.5% Usmani46.3% Dow Jones Islamic80.6% S&P Shariah86.7% MSCI Islamic46.3% MSCI Islamic M-Series86.7% FTSE Shariah46.3% |
| Service Corp International/US | UNSCREENED | 0.91% | no in-house ratios for this holding |
| DY Dycom Industries Inc | COMPLIANT | 0.90% | 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 | 0.87% | no in-house ratios for this holding |
| FLS Flowserve Corp | COMPLIANT | 0.86% | AAOIFI23.8% Usmani36.7% Dow Jones Islamic28.9% S&P Shariah32.3% MSCI Islamic36.7% MSCI Islamic M-Series32.3% FTSE Shariah33.8% |
| KBH KB Home | NON_COMPLIANT | 0.86% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BJ's Wholesale Club Holdings I | UNSCREENED | 0.86% | no in-house ratios for this holding |
| EEFT Euronet Worldwide Inc | NON_COMPLIANT | 0.85% | AAOIFI101.6% Usmani43.2% Dow Jones Islamic75.9% S&P Shariah70.3% MSCI Islamic43.2% MSCI Islamic M-Series70.3% FTSE Shariah40.9% |
| HGV Hilton Grand Vacations Inc | NON_COMPLIANT | 0.84% | AAOIFI149.2% Usmani39.9% Dow Jones Islamic128.3% S&P Shariah122.5% MSCI Islamic39.9% MSCI Islamic M-Series122.5% FTSE Shariah39.9% |
| KBR KBR Inc | NON_COMPLIANT | 0.83% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| COLB Columbia Banking System Inc | NON_COMPLIANT | 0.83% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Cohen & Steers Inc | UNSCREENED | 0.82% | no in-house ratios for this holding |
| IDA IDACORP Inc | NON_COMPLIANT | 0.82% | AAOIFI43.9% Usmani33.8% Dow Jones Islamic52.0% S&P Shariah58.2% MSCI Islamic33.7% MSCI Islamic M-Series58.2% FTSE Shariah33.7% |
| iShares Core S&P Small-Cap ETF | UNSCREENED | 0.81% | no in-house ratios for this holding |
| WSC WillScot Holdings Corp | NON_COMPLIANT | 0.81% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| AUB Atlantic Union Bankshares Corp | NON_COMPLIANT | 0.80% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| Agree Realty Corp | UNSCREENED | 0.80% | no in-house ratios for this holding |
| GXO GXO Logistics Inc | NON_COMPLIANT | 0.80% | AAOIFI110.4% Usmani53.3% Dow Jones Islamic105.4% S&P Shariah102.0% MSCI Islamic49.5% MSCI Islamic M-Series102.0% FTSE Shariah25.9% |
| J Jacobs Solutions Inc | COMPLIANT | 0.80% | AAOIFI23.7% Usmani34.5% Dow Jones Islamic24.8% S&P Shariah24.5% MSCI Islamic34.5% MSCI Islamic M-Series24.5% FTSE Shariah30.5% |
| iShares Russell 2000 ETF | UNSCREENED | 0.80% | no in-house ratios for this holding |
| FCN FTI Consulting Inc | NON_COMPLIANT | 0.76% | AAOIFI30.3% Usmani35.9% Dow Jones Islamic22.2% S&P Shariah20.2% MSCI Islamic35.9% MSCI Islamic M-Series20.2% FTSE Shariah28.8% |
| 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% |
| ROG Rogers Corp | COMPLIANT | 0.75% | AAOIFI0.9% Usmani2.1% Dow Jones Islamic1.2% S&P Shariah1.1% MSCI Islamic1.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| United Community Banks Inc/GA | UNSCREENED | 0.73% | no in-house ratios for this holding |
| ACHC Acadia Healthcare Co Inc | NON_COMPLIANT | 0.73% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Old National Bancorp/IN | UNSCREENED | 0.72% | no in-house ratios for this holding |
| MATW Matthews International Corp | NON_COMPLIANT | 0.72% | AAOIFI95.2% Usmani41.7% Dow Jones Islamic85.0% S&P Shariah80.4% MSCI Islamic41.7% MSCI Islamic M-Series80.4% FTSE Shariah37.7% |
| Axalta Coating Systems Ltd | UNSCREENED | 0.71% | no in-house ratios for this holding |
| 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% |
| STAG STAG Industrial Inc | NON_COMPLIANT | 0.68% | AAOIFI44.2% Usmani44.6% Dow Jones Islamic48.2% S&P Shariah49.6% MSCI Islamic44.6% MSCI Islamic M-Series49.6% FTSE Shariah44.6% |
| PNW Pinnacle West Capital Corp | NON_COMPLIANT | 0.67% | AAOIFI132.7% Usmani48.2% Dow Jones Islamic147.1% S&P Shariah162.0% MSCI Islamic48.2% MSCI Islamic M-Series162.0% FTSE Shariah32.4% |
| WSFS WSFS Financial Corp | NON_COMPLIANT | 0.64% | AAOIFI0.2% Usmani0.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.0% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| BANR Banner Corp | NON_COMPLIANT | 0.62% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| IPGP IPG Photonics Corp | COMPLIANT | 0.62% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| HEI HEICO Corp | COMPLIANT | 0.60% | AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6% |
| PRMB Primo Brands Corp | NON_COMPLIANT | 0.59% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| SLRC SLR Investment Corp | NON_COMPLIANT | 0.57% | AAOIFI168.8% Usmani45.1% Dow Jones Islamic151.8% S&P Shariah159.1% MSCI Islamic45.1% MSCI Islamic M-Series159.1% FTSE Shariah45.1% |
| Texas Capital Bancshares Inc | UNSCREENED | 0.56% | no in-house ratios for this holding |
| DLB Dolby Laboratories Inc | COMPLIANT | 0.54% | AAOIFI0.8% Usmani1.5% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.5% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| SUPN Supernus Pharmaceuticals Inc | COMPLIANT | 0.51% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| MD Pediatrix Medical Group Inc | NON_COMPLIANT | 0.51% | AAOIFI28.7% Usmani29.1% Dow Jones Islamic39.4% S&P Shariah47.3% MSCI Islamic29.1% MSCI Islamic M-Series47.3% FTSE Shariah27.4% |
| NSIT Insight Enterprises Inc | NON_COMPLIANT | 0.51% | AAOIFI31.2% Usmani12.9% Dow Jones Islamic36.5% S&P Shariah31.5% MSCI Islamic12.9% MSCI Islamic M-Series31.5% FTSE Shariah12.9% |
| Amentum Holdings Inc | UNSCREENED | 0.51% | no in-house ratios for this holding |
| NVST Envista Holdings Corp | NON_COMPLIANT | 0.47% | AAOIFI36.2% Usmani28.4% Dow Jones Islamic43.9% S&P Shariah43.7% MSCI Islamic28.4% MSCI Islamic M-Series43.7% FTSE Shariah25.7% |
| Prestige Consumer Healthcare I | UNSCREENED | 0.45% | no in-house ratios for this holding |
| KN Knowles Corp | COMPLIANT | 0.45% | AAOIFI5.0% Usmani14.4% Dow Jones Islamic7.5% S&P Shariah8.2% MSCI Islamic14.3% MSCI Islamic M-Series8.2% FTSE Shariah12.4% |
| HLF Herbalife Ltd | NON_COMPLIANT | 0.45% | AAOIFI169.9% Usmani77.1% Dow Jones Islamic206.9% S&P Shariah201.9% MSCI Islamic77.1% MSCI Islamic M-Series201.9% FTSE Shariah70.5% |
| UGI Corp | UNSCREENED | 0.41% | no in-house ratios for this holding |
| 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% |
| QDEL QuidelOrtho Corp | NON_COMPLIANT | 0.40% | AAOIFI321.0% Usmani53.8% Dow Jones Islamic159.8% S&P Shariah123.4% MSCI Islamic53.8% MSCI Islamic M-Series123.4% FTSE Shariah50.6% |
| POOL Pool Corp | COMPLIANT | 0.37% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| 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% |
| TFX Teleflex Inc | NON_COMPLIANT | 0.37% | AAOIFI50.9% Usmani44.0% Dow Jones Islamic46.9% S&P Shariah39.1% MSCI Islamic44.0% MSCI Islamic M-Series39.1% FTSE Shariah41.4% |
| BXP BXP Inc | NON_COMPLIANT | 0.34% | AAOIFI9.3% Usmani3.9% Dow Jones Islamic9.6% S&P Shariah9.9% MSCI Islamic3.9% MSCI Islamic M-Series9.9% FTSE Shariah3.9% |
| SONO Sonos Inc | COMPLIANT | 0.31% | AAOIFI3.3% Usmani6.4% Dow Jones Islamic3.4% S&P Shariah3.3% MSCI Islamic6.4% MSCI Islamic M-Series3.3% FTSE Shariah0.0% |
| IT Gartner Inc | NON_COMPLIANT | 0.28% | AAOIFI28.3% Usmani46.3% Dow Jones Islamic13.9% S&P Shariah12.2% MSCI Islamic46.3% MSCI Islamic M-Series12.2% FTSE Shariah41.4% |
| NOG Northern Oil & Gas Inc | NON_COMPLIANT | 0.26% | AAOIFI98.7% Usmani46.8% Dow Jones Islamic104.4% S&P Shariah96.1% MSCI Islamic46.8% MSCI Islamic M-Series96.1% FTSE Shariah46.8% |
| 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% |
| WTRG Essential Utilities Inc | NON_COMPLIANT | 0.22% | AAOIFI74.1% Usmani42.5% Dow Jones Islamic81.4% S&P Shariah84.9% MSCI Islamic42.5% MSCI Islamic M-Series84.9% FTSE Shariah42.4% |
| SAFE Safehold Inc | NON_COMPLIANT | 0.10% | 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 14 points of portfolio weight — 41.3% of it passes AAOIFI, 26.9% 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 41.3% ratios fail on 31.8% 26.9% not rated under AAOIFI
ratios pass on 27.4% ratios fail on 44.3% 28.4% not rated under Usmani
ratios pass on 37.9% ratios fail on 32.8% 29.4% not rated under Dow Jones Islamic
ratios pass on 37.3% ratios fail on 32.8% 30.0% not rated under S&P Shariah
ratios pass on 26.9% ratios fail on 44.6% 28.5% not rated under MSCI Islamic
ratios pass on 38.7% ratios fail on 32.8% 28.5% not rated under MSCI Islamic M-Series
ratios pass on 32.3% ratios fail on 39.2% 28.5% not rated under FTSE Shariah
81 of 105 listed holdings carry our own per-methodology verdicts (74% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 74 (68% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BKU BankUnited Inc | 1.75% |
| UMBF UMB Financial Corp | 1.62% |
| TDY Teledyne Technologies Inc | 1.49% |
| HAE Haemonetics Corp | 1.47% |
| ITRI Itron Inc | 1.46% |
| SMG Scotts Miracle-Gro Co/The | 1.38% |
| NBHC National Bank Holdings Corp | 1.30% |
| VVV Valvoline Inc | 1.18% |
| TKO TKO Group Holdings Inc | 1.17% |
| PWP Perella Weinberg Partners | 1.16% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Aristotle Small/Mid Cap Equity Fund (AISHX) 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 |
|---|---|---|
| MACOM Technology Solutions Holnot matched to a ticker | 2.53% | Not screened |
| HA Sustainable Infrastructurenot matched to a ticker | 2.16% | Not screened |
| LFUSLittelfuse Inc | 2.09% | Compliant |
| AerCap Holdings NVnot matched to a ticker | 1.85% | Not screened |
| PRPermian Resources Corp | 1.80% | Compliant |
| FTAIFTAI Aviation Ltd | 1.78% | Compliant |
| HQYHealthEquity Inc | 1.77% | Compliant |
| BKUBankUnited Inc | 1.75% | Non-compliant |
| Knight-Swift Transportation Honot matched to a ticker | 1.72% | Not screened |
| AGIAlamos Gold Inc | 1.64% | Compliant |
Top 10 of 105 holdings, 19.1% 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.
- MACOM Technology Solutions Holnot screened2.53%
- HA Sustainable Infrastructurenot screened2.16%
- AerCap Holdings NVnot screened1.85%
- BKUnon-compliant1.75%
- Knight-Swift Transportation Honot screened1.72%
- UMBFnon-compliant1.62%
What changed, and when
Verdict history for AISHX. 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 AISHX 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) | 55.40 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 193.92 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 1.27 | BUY |
| Momentum (10) | 0.07 | BUY |
| EMA (10) | 5.52 | BUY |
| SMA (10) | 5.51 | BUY |
| EMA (20) | 5.52 | BUY |
| SMA (20) | 5.49 | BUY |
| EMA (30) | 5.54 | BUY |
| SMA (30) | 5.51 | BUY |
| EMA (50) | 5.57 | BUY |
| SMA (50) | 5.64 | SELL |
| EMA (100) | 5.56 | BUY |
| SMA (100) | 5.62 | SELL |
| EMA (200) | 5.43 | BUY |
| SMA (200) | 5.48 | 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.