ANFVXETF / FundVirtus NFJ Small-Cap Value Fund
Verdicts genuinely change. Free email alert the moment ANFVX'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.
Virtus NFJ Small-Cap Value Fund · Virtus Investment Trust
78 holdings · as of 2026-06-30 (4.0 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
NON-COMPLIANT 49.98% of portfolio weight is in non-compliant holdings, over the 5% threshold.
78 holdings, 67 matched (86% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
4.97% of this portfolio’s income is non-permissible — weighted across holdings, computed over 69% of portfolio weight (55 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.
35.1% compliant 0.0% questionable 50.0% non-compliant 13.4% unscreened
All holdings (78)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| VSXY VICTORIA'S SECRET & COMPANY | NON_COMPLIANT | 3.55% | AAOIFI41.5% Usmani56.2% Dow Jones Islamic88.0% S&P Shariah105.9% MSCI Islamic56.2% MSCI Islamic M-Series105.9% FTSE Shariah18.9% |
| SANM SANMINA CORP | COMPLIANT | 2.36% | AAOIFI25.7% Usmani25.0% Dow Jones Islamic33.0% S&P Shariah40.2% MSCI Islamic25.0% MSCI Islamic M-Series40.2% FTSE Shariah22.3% |
| EXEL EXELIXIS INC | COMPLIANT | 2.29% | AAOIFI1.2% Usmani6.7% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic6.7% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| LFUS LITTELFUSE INC | COMPLIANT | 2.26% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| EFSC ENTERPRISE FINANCIAL SERVICES CORP | NON_COMPLIANT | 2.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RDN RADIAN GROUP INC | NON_COMPLIANT | 2.09% | AAOIFI25.4% Usmani11.6% Dow Jones Islamic26.6% S&P Shariah27.5% MSCI Islamic11.6% MSCI Islamic M-Series27.5% FTSE Shariah11.6% |
| CBU COMMUNITY FINANCIAL SYSTEM INC | NON_COMPLIANT | 2.06% | AAOIFI14.0% Usmani2.6% Dow Jones Islamic14.9% S&P Shariah16.2% MSCI Islamic2.6% MSCI Islamic M-Series16.2% FTSE Shariah2.6% |
| GBCI GLACIER BANCORP INC | NON_COMPLIANT | 2.05% | AAOIFI0.8% Usmani0.3% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic0.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| DINO HF SINCLAIR CORP | COMPLIANT | 2.04% | AAOIFI16.9% Usmani17.1% Dow Jones Islamic34.7% S&P Shariah34.5% MSCI Islamic16.6% MSCI Islamic M-Series34.5% FTSE Shariah14.6% |
| INDV INDIVIOR PHARMACEUTICALS INC | COMPLIANT | 2.02% | AAOIFI12.3% Usmani41.3% Dow Jones Islamic17.8% S&P Shariah18.8% MSCI Islamic41.3% MSCI Islamic M-Series18.8% FTSE Shariah39.5% |
| KMT KENNAMETAL INC | COMPLIANT | 2.02% | AAOIFI31.5% Usmani23.1% Dow Jones Islamic35.4% S&P Shariah37.0% MSCI Islamic23.1% MSCI Islamic M-Series37.0% FTSE Shariah21.6% |
| AEO AMERICAN EAGLE OUTFITTERS INC | NON_COMPLIANT | 2.01% | AAOIFI76.9% Usmani44.9% Dow Jones Islamic67.0% S&P Shariah60.4% MSCI Islamic44.9% MSCI Islamic M-Series60.4% FTSE Shariah1.3% |
| INDEPENDENT BANK CORP (MASSACHUSETTS) | UNSCREENED | 2.01% | no in-house ratios for this holding |
| UMBF UMB FINANCIAL CORP | NON_COMPLIANT | 2.00% | AAOIFI5.5% Usmani0.8% Dow Jones Islamic7.5% S&P Shariah9.1% MSCI Islamic0.8% MSCI Islamic M-Series9.1% FTSE Shariah0.8% |
| BOH BANK OF HAWAII CORP | NON_COMPLIANT | 1.98% | AAOIFI16.7% Usmani2.1% Dow Jones Islamic18.7% S&P Shariah20.2% MSCI Islamic2.1% MSCI Islamic M-Series20.2% FTSE Shariah2.1% |
| TRNO TERRENO REALTY CORP | COMPLIANT | 1.88% | AAOIFI13.1% Usmani16.5% Dow Jones Islamic15.2% S&P Shariah16.2% MSCI Islamic16.5% MSCI Islamic M-Series16.2% FTSE Shariah16.5% |
| LKFN LAKELAND FINANCIAL CORP | NON_COMPLIANT | 1.83% | AAOIFI383.7% Usmani79.8% Dow Jones Islamic377.5% S&P Shariah387.7% MSCI Islamic79.8% MSCI Islamic M-Series387.7% FTSE Shariah79.8% |
| JBTM JBT MAREL CORP | COMPLIANT | 1.76% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| COMMERCIAL METALS COMPANY | UNSCREENED | 1.73% | no in-house ratios for this holding |
| LGND LIGAND PHARMACEUTICALS INC | COMPLIANT | 1.55% | AAOIFI19.7% Usmani51.8% Dow Jones Islamic34.1% S&P Shariah42.6% MSCI Islamic51.8% MSCI Islamic M-Series42.6% FTSE Shariah51.5% |
| PRG PROG HOLDINGS INC | NON_COMPLIANT | 1.53% | AAOIFI58.5% Usmani43.3% Dow Jones Islamic63.0% S&P Shariah63.0% MSCI Islamic43.3% MSCI Islamic M-Series63.0% FTSE Shariah43.3% |
| AMNEAL PHARMACEUTICALS INC | UNSCREENED | 1.35% | no in-house ratios for this holding |
| KLIC KULICKE AND SOFFA INDUSTRIES INC | COMPLIANT | 1.25% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic2.9% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| EE EXCELERATE ENERGY INC | NON_COMPLIANT | 1.24% | AAOIFI27.9% Usmani29.7% Dow Jones Islamic31.2% S&P Shariah36.8% MSCI Islamic25.9% MSCI Islamic M-Series36.8% FTSE Shariah22.2% |
| PII POLARIS INC | NON_COMPLIANT | 1.22% | AAOIFI47.5% Usmani31.8% Dow Jones Islamic52.1% S&P Shariah45.9% MSCI Islamic31.7% MSCI Islamic M-Series45.9% FTSE Shariah29.5% |
| CATALYST PHARMACEUTICALS INC | UNSCREENED | 1.18% | no in-house ratios for this holding |
| OVV OVINTIV INC | NON_COMPLIANT | 1.17% | AAOIFI25.7% Usmani26.1% Dow Jones Islamic40.6% S&P Shariah41.2% MSCI Islamic25.5% MSCI Islamic M-Series41.2% FTSE Shariah19.2% |
| UVE UNIVERSAL INSURANCE HOLDINGS INC | NON_COMPLIANT | 1.16% | AAOIFI8.2% Usmani3.0% Dow Jones Islamic12.4% S&P Shariah14.3% MSCI Islamic3.0% MSCI Islamic M-Series14.3% FTSE Shariah3.0% |
| PBF PBF ENERGY INC | NON_COMPLIANT | 1.15% | AAOIFI24.8% Usmani17.1% Dow Jones Islamic59.2% S&P Shariah56.1% MSCI Islamic16.9% MSCI Islamic M-Series56.1% FTSE Shariah11.9% |
| MKSI MKS INC | COMPLIANT | 1.14% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| OLD NATIONAL BANCORP | UNSCREENED | 1.13% | no in-house ratios for this holding |
| KGS KODIAK GAS SERVICES INC | NON_COMPLIANT | 1.13% | AAOIFI43.8% Usmani51.2% Dow Jones Islamic74.1% S&P Shariah90.9% MSCI Islamic50.3% MSCI Islamic M-Series90.9% FTSE Shariah49.5% |
| DAN DANA INC | NON_COMPLIANT | 1.12% | AAOIFI42.8% Usmani24.1% Dow Jones Islamic58.3% S&P Shariah64.9% MSCI Islamic24.1% MSCI Islamic M-Series64.9% FTSE Shariah21.5% |
| TPC TUTOR PERINI CORP | COMPLIANT | 1.11% | AAOIFI10.0% Usmani8.7% Dow Jones Islamic16.4% S&P Shariah21.9% MSCI Islamic8.7% MSCI Islamic M-Series21.9% FTSE Shariah7.4% |
| PNFP PINNACLE FINANCIAL PARTNERS INC | NON_COMPLIANT | 1.10% | AAOIFI16.1% Usmani1.9% Dow Jones Islamic27.2% S&P Shariah30.6% MSCI Islamic1.9% MSCI Islamic M-Series30.6% FTSE Shariah1.9% |
| KALU KAISER ALUMINUM CORP | NON_COMPLIANT | 1.08% | AAOIFI39.7% Usmani36.7% Dow Jones Islamic65.1% S&P Shariah72.6% MSCI Islamic36.6% MSCI Islamic M-Series72.6% FTSE Shariah35.7% |
| ASB ASSOCIATED BANC-CORP | NON_COMPLIANT | 1.07% | AAOIFI97.1% Usmani11.0% Dow Jones Islamic139.7% S&P Shariah156.7% MSCI Islamic11.0% MSCI Islamic M-Series156.7% FTSE Shariah11.0% |
| JLL JONES LANG LASALLE INC | NON_COMPLIANT | 1.07% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| MTDR MATADOR RESOURCES COMPANY | NON_COMPLIANT | 1.06% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| AAP ADVANCE AUTO PARTS INC | NON_COMPLIANT | 1.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| UNITED BANKSHARES INC | UNSCREENED | 1.04% | no in-house ratios for this holding |
| CWK CUSHMAN & WAKEFIELD LTD | NON_COMPLIANT | 1.04% | AAOIFI94.4% Usmani40.1% Dow Jones Islamic97.5% S&P Shariah107.0% MSCI Islamic40.1% MSCI Islamic M-Series107.0% FTSE Shariah35.1% |
| ADTN ADTRAN HOLDINGS INC | COMPLIANT | 1.03% | AAOIFI31.4% Usmani16.9% Dow Jones Islamic25.0% S&P Shariah28.6% MSCI Islamic16.9% MSCI Islamic M-Series28.6% FTSE Shariah16.9% |
| FIBK FIRST INTERSTATE BANCSYSTEM INC | NON_COMPLIANT | 1.02% | AAOIFI4.1% Usmani0.6% Dow Jones Islamic4.6% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| CRESCENT ENERGY COMPANY | UNSCREENED | 1.01% | no in-house ratios for this holding |
| SMG SCOTTS MIRACLE-GRO COMPANY (THE) | NON_COMPLIANT | 1.01% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| WTS WATTS WATER TECHNOLOGIES INC | COMPLIANT | 1.00% | AAOIFI0.9% Usmani3.7% Dow Jones Islamic1.2% S&P Shariah1.4% MSCI Islamic3.7% MSCI Islamic M-Series1.4% FTSE Shariah3.7% |
| HCC WARRIOR MET COAL INC | COMPLIANT | 1.00% | AAOIFI2.8% Usmani8.1% Dow Jones Islamic4.2% S&P Shariah4.5% MSCI Islamic5.3% MSCI Islamic M-Series4.5% FTSE Shariah5.3% |
| HLIO HELIOS TECHNOLOGIES INC | COMPLIANT | 1.00% | AAOIFI10.4% Usmani16.2% Dow Jones Islamic13.7% S&P Shariah14.5% MSCI Islamic16.2% MSCI Islamic M-Series14.5% FTSE Shariah14.9% |
| GETTY REALTY CORP | UNSCREENED | 1.00% | no in-house ratios for this holding |
| SM SM ENERGY COMPANY | 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% |
| BIOCRYST PHARMACEUTICALS INC | UNSCREENED | 0.99% | no in-house ratios for this holding |
| ANDE ANDERSONS INC (THE) | NON_COMPLIANT | 0.99% | AAOIFI26.7% Usmani16.9% Dow Jones Islamic32.9% S&P Shariah33.5% MSCI Islamic16.9% MSCI Islamic M-Series33.5% FTSE Shariah16.9% |
| ANIP ANI PHARMACEUTICALS INC | NON_COMPLIANT | 0.99% | AAOIFI18.1% Usmani20.2% Dow Jones Islamic16.7% S&P Shariah17.8% MSCI Islamic20.2% MSCI Islamic M-Series17.8% FTSE Shariah20.2% |
| BLACKROCK LIQUIDITY FUNDS | UNSCREENED | 0.98% | no in-house ratios for this holding |
| YOU CLEAR SECURE INC | COMPLIANT | 0.98% | AAOIFI1.5% Usmani7.0% Dow Jones Islamic2.3% S&P Shariah2.8% MSCI Islamic7.0% MSCI Islamic M-Series2.8% FTSE Shariah0.0% |
| CHEFS' WAREHOUSE INC (THE) | UNSCREENED | 0.98% | no in-house ratios for this holding |
| VIAV VIAVI SOLUTIONS INC | COMPLIANT | 0.96% | AAOIFI11.3% Usmani41.5% Dow Jones Islamic24.0% S&P Shariah29.9% MSCI Islamic41.5% MSCI Islamic M-Series29.9% FTSE Shariah40.0% |
| AVAH AVEANNA HEALTHCARE HOLDINGS INC | NON_COMPLIANT | 0.96% | AAOIFI42.9% Usmani63.6% Dow Jones Islamic93.6% S&P Shariah119.5% MSCI Islamic63.6% MSCI Islamic M-Series119.5% FTSE Shariah61.6% |
| CRUS CIRRUS LOGIC INC | COMPLIANT | 0.95% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SYBT STOCK YARDS BANCORP INC | NON_COMPLIANT | 0.95% | AAOIFI1.1% Usmani0.3% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic0.3% MSCI Islamic M-Series1.5% FTSE Shariah0.3% |
| DY DYCOM INDUSTRIES INC | COMPLIANT | 0.95% | AAOIFI33.4% Usmani46.6% Dow Jones Islamic36.4% S&P Shariah44.4% MSCI Islamic46.6% MSCI Islamic M-Series44.4% FTSE Shariah43.1% |
| HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | NON_COMPLIANT | 0.94% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| URBN URBAN OUTFITTERS INC | COMPLIANT | 0.94% | AAOIFI18.4% Usmani23.7% Dow Jones Islamic21.3% S&P Shariah24.2% MSCI Islamic23.7% MSCI Islamic M-Series24.2% FTSE Shariah0.0% |
| SUPN SUPERNUS PHARMACEUTICALS INC | COMPLIANT | 0.88% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| GATX GATX CORP | NON_COMPLIANT | 0.87% | AAOIFI198.2% Usmani69.6% Dow Jones Islamic214.1% S&P Shariah234.3% MSCI Islamic69.6% MSCI Islamic M-Series234.3% FTSE Shariah69.6% |
| SSRM SSR MINING INC | NON_COMPLIANT | 0.83% | AAOIFI0.9% Usmani1.6% Dow Jones Islamic1.8% S&P Shariah2.2% MSCI Islamic1.6% MSCI Islamic M-Series2.2% FTSE Shariah1.5% |
| CARG CARGURUS INC | COMPLIANT | 0.80% | AAOIFI6.3% Usmani33.4% Dow Jones Islamic6.1% S&P Shariah6.9% MSCI Islamic33.4% MSCI Islamic M-Series6.9% FTSE Shariah0.0% |
| CVI CVR ENERGY INC | NON_COMPLIANT | 0.78% | AAOIFI37.3% Usmani42.4% Dow Jones Islamic64.0% S&P Shariah62.3% MSCI Islamic42.4% MSCI Islamic M-Series62.3% FTSE Shariah42.0% |
| CURB CURBLINE PROPERTIES CORP | NON_COMPLIANT | 0.77% | AAOIFI17.6% Usmani22.7% Dow Jones Islamic23.2% S&P Shariahfail MSCI Islamic22.7% MSCI Islamic M-Seriesfail FTSE Shariah22.7% |
| CNR CORE NATURAL RESOURCES INC | COMPLIANT | 0.77% | AAOIFI9.1% Usmani7.3% Dow Jones Islamic11.1% S&P Shariah12.3% MSCI Islamic7.3% MSCI Islamic M-Series12.3% FTSE Shariah7.3% |
| CMCL CALEDONIA MINING CORP PLC | NON_COMPLIANT | 0.75% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| EYE NATIONAL VISION HOLDINGS INC | NON_COMPLIANT | 0.74% | AAOIFI51.3% Usmani34.9% Dow Jones Islamic44.6% S&P Shariah46.7% MSCI Islamic34.8% MSCI Islamic M-Series46.7% FTSE Shariah11.6% |
| AWI ARMSTRONG WORLD INDUSTRIES INC | COMPLIANT | 0.74% | AAOIFI7.5% Usmani28.9% Dow Jones Islamic7.7% S&P Shariah8.7% MSCI Islamic27.1% MSCI Islamic M-Series8.7% FTSE Shariah24.5% |
| AWR AMERICAN STATES WATER COMPANY | COMPLIANT | 0.52% | AAOIFI21.4% Usmani26.1% Dow Jones Islamic24.7% S&P Shariah25.3% MSCI Islamic26.1% MSCI Islamic M-Series25.3% FTSE Shariah25.9% |
| MLAB MESA LABORATORIES INC | COMPLIANT | 0.51% | AAOIFI12.0% Usmani20.2% Dow Jones Islamic15.2% S&P Shariah15.1% MSCI Islamic20.2% MSCI Islamic M-Series15.1% FTSE Shariah15.8% |
| VEL VELOCITY FINANCIAL INC | NON_COMPLIANT | 0.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CDE COEUR MINING INC | COMPLIANT | 0.43% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
The published standards disagree about this fund by 14 points of portfolio weight — 40.1% of it passes FTSE Shariah, 25.6% passes S&P Shariah. 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 34.7% ratios fail on 44.8% 19.0% not rated under AAOIFI
ratios pass on 30.8% ratios fail on 47.6% 20.1% not rated under Usmani
ratios pass on 30.2% ratios fail on 51.2% 17.1% not rated under Dow Jones Islamic
ratios pass on 25.6% ratios fail on 55.8% 17.1% not rated under S&P Shariah
ratios pass on 31.7% ratios fail on 48.7% 18.1% not rated under MSCI Islamic
ratios pass on 25.6% ratios fail on 55.8% 17.1% not rated under MSCI Islamic M-Series
ratios pass on 40.1% ratios fail on 39.5% 18.9% not rated under FTSE Shariah
67 of 78 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, 62 (81% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| VSXY VICTORIA'S SECRET & COMPANY | 3.55% |
| EFSC ENTERPRISE FINANCIAL SERVICES CORP | 2.14% |
| RDN RADIAN GROUP INC | 2.09% |
| CBU COMMUNITY FINANCIAL SYSTEM INC | 2.06% |
| GBCI GLACIER BANCORP INC | 2.05% |
| AEO AMERICAN EAGLE OUTFITTERS INC | 2.01% |
| UMBF UMB FINANCIAL CORP | 2.00% |
| BOH BANK OF HAWAII CORP | 1.98% |
| LKFN LAKELAND FINANCIAL CORP | 1.83% |
| PRG PROG HOLDINGS INC | 1.53% |
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Virtus NFJ Small-Cap Value Fund (ANFVX) 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.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for ANFVX — 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.
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) | 53.50 | NEUTRAL |
| Stochastic %K (14) | 70.59 | NEUTRAL |
| CCI (20) | 90.21 | NEUTRAL |
| Williams %R (14) | -29.41 | NEUTRAL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 1.74 | BUY |
| Momentum (10) | 0.30 | BUY |
| EMA (10) | 17.48 | BUY |
| SMA (10) | 17.43 | BUY |
| EMA (20) | 17.45 | BUY |
| SMA (20) | 17.42 | BUY |
| EMA (30) | 17.48 | BUY |
| SMA (30) | 17.40 | BUY |
| EMA (50) | 17.55 | BUY |
| SMA (50) | 17.58 | SELL |
| EMA (100) | 17.52 | BUY |
| SMA (100) | 17.77 | SELL |
| EMA (200) | 16.98 | BUY |
| SMA (200) | 17.21 | BUY |
About Virtus NFJ Small-Cap Value Fund
The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with smaller market capitalizations. The manager currently considers smaller market capitalization companies to be companies with market capitalizations of between $100 million and the greater of $4 billion or the capitalization of the largest company in the Russell 2000 Index. The fund normally invests significantly in securities of companies that the portfolio managers expect will generate income (for example, by paying dividends).
Background via Yahoo Finance — informational, not part of the verdict.
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.
Peer Movement
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.
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.
Insider Activity (90d)
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
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
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 2026-10-27 · Asset managers net 923449 (+22072)
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.