Verdicts genuinely change. Free email alert the moment ARILX'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 Core Equity Fund · Aristotle Fund Series Trust
56 holdings
NON-COMPLIANT 19.60% of portfolio weight is in non-compliant holdings, over the 5% threshold.
56 holdings, 52 matched (96% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
1.57% of this portfolio’s income is non-permissible — weighted across holdings, computed over 94% of portfolio weight (50 of 56 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.
54.7% compliant 21.8% questionable 19.5% non-compliant 4.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 8.10% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| GOOG Alphabet Inc | QUESTIONABLE | 6.82% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MSFT Microsoft Corp | QUESTIONABLE | 4.89% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AAPL Apple Inc | COMPLIANT | 4.67% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| AVGO Broadcom Inc | COMPLIANT | 4.26% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| AMAT Applied Materials Inc | COMPLIANT | 4.20% | AAOIFI1.9% Usmani16.6% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic16.6% MSCI Islamic M-Series3.7% FTSE Shariah14.8% |
| AMZN Amazon.com Inc | QUESTIONABLE | 4.20% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| META Meta Platforms Inc | QUESTIONABLE | 3.07% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 2.77% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| GH Guardant Health Inc | COMPLIANT | 2.70% | AAOIFI7.8% Usmani88.7% Dow Jones Islamic17.9% S&P Shariah23.1% MSCI Islamic88.7% MSCI Islamic M-Series23.1% FTSE Shariah78.6% |
| V Visa Inc | COMPLIANT | 2.37% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 2.30% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| CB Chubb Ltd | NON_COMPLIANT | 2.21% | AAOIFI13.3% Usmani6.3% Dow Jones Islamic14.8% S&P Shariah15.8% MSCI Islamic6.3% MSCI Islamic M-Series15.8% FTSE Shariah6.3% |
| AME AMETEK Inc | COMPLIANT | 2.15% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| TT Trane Technologies PLC | COMPLIANT | 2.10% | AAOIFI4.5% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.5% MSCI Islamic19.3% MSCI Islamic M-Series5.5% FTSE Shariah19.3% |
| TECH Bio-Techne Corp | COMPLIANT | 2.09% | AAOIFI2.5% Usmani11.2% Dow Jones Islamic3.0% S&P Shariah2.9% MSCI Islamic11.2% MSCI Islamic M-Series2.9% FTSE Shariah7.7% |
| ADI Analog Devices Inc | COMPLIANT | 2.07% | AAOIFI4.6% Usmani16.8% Dow Jones Islamic6.1% S&P Shariah6.8% MSCI Islamic16.8% MSCI Islamic M-Series6.8% FTSE Shariah16.8% |
| COST Costco Wholesale Corp | QUESTIONABLE | 2.01% | AAOIFI2.0% Usmani11.4% Dow Jones Islamic2.1% S&P Shariah2.2% MSCI Islamic9.8% MSCI Islamic M-Series2.2% FTSE Shariah6.9% |
| ADPT Adaptive Biotechnologies Corp | COMPLIANT | 1.70% | AAOIFI2.0% Usmani11.8% Dow Jones Islamic3.9% S&P Shariah5.1% MSCI Islamic11.8% MSCI Islamic M-Series5.1% FTSE Shariah0.0% |
| NSC Norfolk Southern Corp | COMPLIANT | 1.65% | AAOIFI22.6% Usmani36.8% Dow Jones Islamic27.1% S&P Shariah29.0% MSCI Islamic36.8% MSCI Islamic M-Series29.0% FTSE Shariah36.8% |
| Marriott International Inc/MD | UNSCREENED | 1.63% | no in-house ratios for this holding |
| LLY Eli Lilly & Co | COMPLIANT | 1.54% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| DAR Darling Ingredients Inc | NON_COMPLIANT | 1.48% | AAOIFI41.5% Usmani38.0% Dow Jones Islamic62.6% S&P Shariah61.5% MSCI Islamic38.0% MSCI Islamic M-Series61.5% FTSE Shariah35.9% |
| BKR Baker Hughes Co | NON_COMPLIANT | 1.46% | AAOIFI29.3% Usmani30.9% Dow Jones Islamic33.5% S&P Shariah37.8% MSCI Islamic30.9% MSCI Islamic M-Series37.8% FTSE Shariah30.9% |
| AMP Ameriprise Financial Inc | NON_COMPLIANT | 1.46% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GM General Motors Co | NON_COMPLIANT | 1.40% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| HD Home Depot Inc/The | COMPLIANT | 1.34% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| BAC Bank of America Corp | NON_COMPLIANT | 1.31% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| AVY Avery Dennison Corp | COMPLIANT | 1.31% | AAOIFI27.4% Usmani39.9% Dow Jones Islamic27.3% S&P Shariah25.7% MSCI Islamic39.9% MSCI Islamic M-Series25.7% FTSE Shariah39.9% |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 1.30% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| MU Micron Technology Inc | COMPLIANT | 1.29% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| O'Reilly Automotive Inc | UNSCREENED | 1.27% | no in-house ratios for this holding |
| CRWD Crowdstrike Holdings Inc | COMPLIANT | 1.24% | AAOIFI0.4% Usmani6.8% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic6.8% MSCI Islamic M-Series0.8% FTSE Shariah6.2% |
| GE General Electric Co | NON_COMPLIANT | 1.22% | AAOIFI6.4% Usmani16.1% Dow Jones Islamic7.2% S&P Shariah8.3% MSCI Islamic16.1% MSCI Islamic M-Series8.3% FTSE Shariah15.3% |
| TMO Thermo Fisher Scientific Inc | COMPLIANT | 1.16% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| ORCL Oracle Corp | NON_COMPLIANT | 1.02% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| DXCM Dexcom Inc | COMPLIANT | 0.98% | AAOIFI4.1% Usmani21.7% Dow Jones Islamic4.7% S&P Shariah4.0% MSCI Islamic20.9% MSCI Islamic M-Series4.0% FTSE Shariah19.3% |
| COHR Coherent Corp | COMPLIANT | 0.97% | AAOIFI6.0% Usmani19.3% Dow Jones Islamic12.1% S&P Shariah15.9% MSCI Islamic19.3% MSCI Islamic M-Series15.9% FTSE Shariah17.6% |
| AR Antero Resources Corp | NON_COMPLIANT | 0.91% | AAOIFI37.8% Usmani30.3% Dow Jones Islamic42.6% S&P Shariah46.0% MSCI Islamic30.3% MSCI Islamic M-Series46.0% FTSE Shariah17.2% |
| NFLX Netflix Inc | QUESTIONABLE | 0.90% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| NEE NextEra Energy Inc | NON_COMPLIANT | 0.89% | AAOIFI55.9% Usmani44.2% Dow Jones Islamic61.0% S&P Shariah66.0% MSCI Islamic44.2% MSCI Islamic M-Series66.0% FTSE Shariah44.2% |
| VRTX Vertex Pharmaceuticals Inc | COMPLIANT | 0.87% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| PLD Prologis Inc | COMPLIANT | 0.86% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| AWK American Water Works Co Inc | NON_COMPLIANT | 0.85% | AAOIFI58.8% Usmani42.8% Dow Jones Islamic60.7% S&P Shariah62.1% MSCI Islamic42.8% MSCI Islamic M-Series62.1% FTSE Shariah42.6% |
| APG API Group Corp | COMPLIANT | 0.82% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| US BANK MMDA - USBGFS 9 | UNSCREENED | 0.70% | no in-house ratios for this holding |
| CI Cigna Group/The | NON_COMPLIANT | 0.62% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| CEG Constellation Energy Corp | COMPLIANT | 0.54% | AAOIFI18.4% Usmani19.8% Dow Jones Islamic20.8% S&P Shariah24.7% MSCI Islamic19.8% MSCI Islamic M-Series24.7% FTSE Shariah19.8% |
| XOM Exxon Mobil Corp | COMPLIANT | 0.42% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| TEM Tempus AI Inc | COMPLIANT | 0.41% | AAOIFI0.7% Usmani3.5% Dow Jones Islamic0.8% S&P Shariahpass MSCI Islamic3.5% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| HON Honeywell International Inc | NON_COMPLIANT | 0.41% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| HONA Honeywell Aerospace Inc | COMPLIANT | 0.41% | AAOIFI32.8% Usmani83.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic83.4% MSCI Islamic M-Seriespass FTSE Shariah81.8% |
| Goldman Sachs Trust | UNSCREENED | 0.40% | no in-house ratios for this holding |
| PFGC Performance Food Group Co | NON_COMPLIANT | 0.38% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| IMNM Immunome Inc | NON_COMPLIANT | 0.20% | AAOIFI0.2% Usmani0.8% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic0.8% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| COIN Coinbase Global Inc | NON_COMPLIANT | 0.18% | AAOIFI13.1% Usmani23.2% Dow Jones Islamic9.7% S&P Shariah10.8% MSCI Islamic23.2% MSCI Islamic M-Series10.8% FTSE Shariah22.5% |
The published standards disagree about this fund by 26 points of portfolio weight — 73.2% of it passes Dow Jones Islamic, 47.0% 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 72.8% ratios fail on 16.9% 10.7% not rated under AAOIFI
ratios pass on 62.2% ratios fail on 22.2% 16.1% not rated under Usmani
ratios pass on 73.2% ratios fail on 16.6% 10.7% not rated under Dow Jones Islamic
ratios pass on 72.2% ratios fail on 16.2% 12.1% not rated under S&P Shariah
ratios pass on 47.0% ratios fail on 32.7% 20.7% not rated under MSCI Islamic
ratios pass on 72.2% ratios fail on 17.6% 10.7% not rated under MSCI Islamic M-Series
ratios pass on 60.9% ratios fail on 23.1% 16.5% not rated under FTSE Shariah
52 of 56 listed holdings carry our own per-methodology verdicts (96% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 51 (96% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| JPM JPMorgan Chase & Co | 2.30% |
| CB Chubb Ltd | 2.21% |
| DAR Darling Ingredients Inc | 1.48% |
| BKR Baker Hughes Co | 1.46% |
| AMP Ameriprise Financial Inc | 1.46% |
| GM General Motors Co | 1.40% |
| BAC Bank of America Corp | 1.31% |
| ICE Intercontinental Exchange Inc | 1.30% |
| GE General Electric Co | 1.22% |
| ORCL Oracle Corp | 1.02% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Aristotle Core Equity Fund (ARILX) 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 |
|---|---|---|
| NVDANVIDIA Corp | 8.10% | Compliant |
| GOOGAlphabet Inc | 6.82% | Questionable |
| MSFTMicrosoft Corp | 4.89% | Questionable |
| AAPLApple Inc | 4.67% | Compliant |
| AVGOBroadcom Inc | 4.26% | Compliant |
| AMATApplied Materials Inc | 4.20% | Compliant |
| AMZNAmazon.com Inc | 4.20% | Questionable |
| METAMeta Platforms Inc | 3.07% | Questionable |
| AMDAdvanced Micro Devices Inc | 2.77% | Compliant |
| GHGuardant Health Inc | 2.70% | Compliant |
Top 10 of 56 holdings, 45.7% 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 ARILX. 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) | 42.10 | NEUTRAL |
| Stochastic %K (14) | 6.25 | BUY |
| CCI (20) | -157.37 | BUY |
| Williams %R (14) | -93.75 | BUY |
| MACD (12,26,9) | -0.06 | SELL |
| ROC (10) | -3.17 | SELL |
| Momentum (10) | -0.60 | SELL |
| EMA (10) | 18.57 | SELL |
| SMA (10) | 18.66 | SELL |
| EMA (20) | 18.60 | SELL |
| SMA (20) | 18.67 | SELL |
| EMA (30) | 18.56 | SELL |
| SMA (30) | 18.55 | SELL |
| EMA (50) | 18.46 | SELL |
| SMA (50) | 18.53 | SELL |
| EMA (100) | 18.12 | BUY |
| SMA (100) | 18.15 | BUY |
| EMA (200) | 17.44 | BUY |
| SMA (200) | 17.32 | 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.