Verdicts genuinely change. Free email alert the moment ARIQX'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 Value Equity Fund · Aristotle Fund Series Trust
47 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 104% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 30.32% of portfolio weight is in non-compliant holdings, over the 5% threshold.
47 holdings, 41 matched (87% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
0.93% of this portfolio’s income is non-permissible — weighted across holdings, computed over 75% of portfolio weight (35 of 47 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.
50.9% compliant 7.1% questionable 29.3% non-compliant 12.6% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| PH Parker-Hannifin Corp | COMPLIANT | 5.00% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| GOOG Alphabet Inc | QUESTIONABLE | 4.37% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CTVA Corteva Inc | COMPLIANT | 3.80% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| Goldman Sachs Trust | UNSCREENED | 3.65% | no in-house ratios for this holding |
| COF Capital One Financial Corp | NON_COMPLIANT | 3.29% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| MSFT Microsoft Corp | QUESTIONABLE | 3.02% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| QCOM QUALCOMM Inc | COMPLIANT | 2.68% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| US Bancorp | UNSCREENED | 2.67% | no in-house ratios for this holding |
| AMGN Amgen Inc | COMPLIANT | 2.66% | AAOIFI24.9% Usmani59.9% Dow Jones Islamic33.6% S&P Shariah35.1% MSCI Islamic59.9% MSCI Islamic M-Series35.1% FTSE Shariah59.9% |
| 8306.T Mitsubishi UFJ Financial Group | NON_COMPLIANT | 2.65% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MLM Martin Marietta Materials Inc | COMPLIANT | 2.62% | AAOIFI17.5% Usmani29.8% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic29.8% MSCI Islamic M-Series18.9% FTSE Shariah27.9% |
| TDY Teledyne Technologies Inc | NON_COMPLIANT | 2.55% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| ECL Ecolab Inc | COMPLIANT | 2.54% | AAOIFI17.0% Usmani44.6% Dow Jones Islamic18.1% S&P Shariah19.4% MSCI Islamic44.6% MSCI Islamic M-Series19.4% FTSE Shariah44.0% |
| AMP Ameriprise Financial Inc | NON_COMPLIANT | 2.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MCHP Microchip Technology Inc | COMPLIANT | 2.44% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| MSI Motorola Solutions Inc | COMPLIANT | 2.41% | AAOIFI12.4% Usmani50.0% Dow Jones Islamic13.4% S&P Shariah14.5% MSCI Islamic50.0% MSCI Islamic M-Series14.5% FTSE Shariah46.9% |
| PNC Financial Services Group I | UNSCREENED | 2.41% | no in-house ratios for this holding |
| GD General Dynamics Corp | NON_COMPLIANT | 2.35% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| KO Coca-Cola Co/The | COMPLIANT | 2.27% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| XEL Xcel Energy Inc | NON_COMPLIANT | 2.18% | AAOIFI82.6% Usmani47.8% Dow Jones Islamic94.9% S&P Shariah105.9% MSCI Islamic46.3% MSCI Islamic M-Series105.9% FTSE Shariah45.3% |
| 6758.T Sony Group Corp | COMPLIANT | 2.13% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 2.13% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| MRK Merck & Co Inc | COMPLIANT | 2.12% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 2.10% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| EW Edwards Lifesciences Corp | COMPLIANT | 2.02% | AAOIFI1.4% Usmani5.1% Dow Jones Islamic1.5% S&P Shariah1.5% MSCI Islamic5.1% MSCI Islamic M-Series1.5% FTSE Shariah4.3% |
| SNPS Synopsys Inc | COMPLIANT | 1.98% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| VZ Verizon Communications Inc | NON_COMPLIANT | 1.94% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| ADSK Autodesk Inc | COMPLIANT | 1.93% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| RPM RPM International Inc | COMPLIANT | 1.92% | AAOIFI21.9% Usmani35.3% Dow Jones Islamic20.5% S&P Shariah21.0% MSCI Islamic35.3% MSCI Islamic M-Series21.0% FTSE Shariah30.4% |
| American International Group I | UNSCREENED | 1.92% | no in-house ratios for this holding |
| APD Air Products and Chemicals Inc | COMPLIANT | 1.89% | AAOIFI0.9% Usmani1.5% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.3% |
| AWK American Water Works Co Inc | NON_COMPLIANT | 1.87% | AAOIFI58.8% Usmani42.8% Dow Jones Islamic60.7% S&P Shariah62.1% MSCI Islamic42.8% MSCI Islamic M-Series62.1% FTSE Shariah42.6% |
| CVX Chevron Corp | COMPLIANT | 1.85% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| LEN Lennar Corp | NON_COMPLIANT | 1.83% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| UBER Uber Technologies Inc | COMPLIANT | 1.81% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| OSK Oshkosh Corp | COMPLIANT | 1.78% | AAOIFI14.2% Usmani14.3% Dow Jones Islamic17.3% S&P Shariah18.2% MSCI Islamic13.6% MSCI Islamic M-Series18.2% FTSE Shariah11.5% |
| CFR Cullen/Frost Bankers Inc | NON_COMPLIANT | 1.73% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LOW Lowe's Cos Inc | NON_COMPLIANT | 1.71% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| PG Procter & Gamble Co/The | COMPLIANT | 1.64% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| McCormick & Co Inc/MD | UNSCREENED | 1.61% | no in-house ratios for this holding |
| BX Blackstone Inc | NON_COMPLIANT | 1.50% | AAOIFI7.9% Usmani26.7% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic26.7% MSCI Islamic M-Series13.8% FTSE Shariah26.7% |
| ALC Alcon AG | COMPLIANT | 1.44% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ELS Equity LifeStyle Properties In | COMPLIANT | 1.39% | AAOIFI27.9% Usmani58.2% Dow Jones Islamic27.8% S&P Shariah28.2% MSCI Islamic58.2% MSCI Islamic M-Series28.2% FTSE Shariah58.2% |
| MDT Medtronic PLC | COMPLIANT | 1.27% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| ADBE Adobe Inc | COMPLIANT | 1.14% | AAOIFI4.5% Usmani22.6% Dow Jones Islamic4.6% S&P Shariah3.8% MSCI Islamic22.6% MSCI Islamic M-Series3.8% FTSE Shariah21.2% |
| US BANK MMDA - USBGFS 9 | UNSCREENED | 0.83% | no in-house ratios for this holding |
| LEN Lennar Corp | NON_COMPLIANT | 0.00% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
The published standards disagree about this fund by 30 points of portfolio weight — 63.1% of it passes AAOIFI, 32.8% 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 63.1% ratios fail on 22.1% 18.4% not rated under AAOIFI
ratios pass on 44.1% ratios fail on 35.6% 23.8% not rated under Usmani
ratios pass on 57.6% ratios fail on 23.0% 22.9% not rated under Dow Jones Islamic
ratios pass on 57.6% ratios fail on 23.0% 22.9% not rated under S&P Shariah
ratios pass on 32.8% ratios fail on 43.4% 27.4% not rated under MSCI Islamic
ratios pass on 57.6% ratios fail on 23.0% 22.9% not rated under MSCI Islamic M-Series
ratios pass on 44.9% ratios fail on 33.7% 25.0% not rated under FTSE Shariah
40 of 47 listed holdings carry our own per-methodology verdicts (90% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 36 (82% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| COF Capital One Financial Corp | 3.29% |
| 8306.T Mitsubishi UFJ Financial Group | 2.65% |
| TDY Teledyne Technologies Inc | 2.55% |
| AMP Ameriprise Financial Inc | 2.48% |
| GD General Dynamics Corp | 2.35% |
| XEL Xcel Energy Inc | 2.18% |
| TTE.PA TotalEnergies SE | 2.13% |
| WFC Wells Fargo & Co | 2.10% |
| VZ Verizon Communications Inc | 1.94% |
| AWK American Water Works Co Inc | 1.87% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Aristotle Value Equity Fund (ARIQX) 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 |
|---|---|---|
| PHParker-Hannifin Corp | 5.00% | Compliant |
| GOOGAlphabet Inc | 4.37% | Questionable |
| CTVACorteva Inc | 3.80% | Compliant |
| Goldman Sachs Trustnot matched to a ticker | 3.65% | Not screened |
| COFCapital One Financial Corp | 3.29% | Non-compliant |
| MSFTMicrosoft Corp | 3.02% | Questionable |
| QCOMQUALCOMM Inc | 2.68% | Compliant |
| US Bancorpnot matched to a ticker | 2.67% | Not screened |
| AMGNAmgen Inc | 2.66% | Compliant |
| 8306.TMitsubishi UFJ Financial Group | 2.65% | Non-compliant |
Top 10 of 47 holdings, 33.8% 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 ARIQX. 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) | 52.70 | NEUTRAL |
| Stochastic %K (14) | 80.00 | NEUTRAL |
| CCI (20) | 102.42 | SELL |
| Williams %R (14) | -20.00 | NEUTRAL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 1.50 | BUY |
| Momentum (10) | 0.15 | BUY |
| EMA (10) | 10.11 | BUY |
| SMA (10) | 10.09 | BUY |
| EMA (20) | 10.10 | BUY |
| SMA (20) | 10.04 | BUY |
| EMA (30) | 10.12 | BUY |
| SMA (30) | 10.08 | BUY |
| EMA (50) | 10.14 | BUY |
| SMA (50) | 10.24 | SELL |
| EMA (100) | 10.10 | BUY |
| SMA (100) | 10.11 | BUY |
| EMA (200) | 9.98 | BUY |
| SMA (200) | 9.99 | 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.