Verdicts genuinely change. Free email alert the moment BERBX'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.
Carillon Chartwell Mid Cap Value Fund · Carillon Series Trust
51 holdings
NON-COMPLIANT 45.37% of portfolio weight is in non-compliant holdings, over the 5% threshold.
51 holdings, 42 matched (80% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
0.55% of this portfolio’s income is non-permissible — weighted across holdings, computed over 60% of portfolio weight (33 of 51 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.
34.0% compliant 0.0% questionable 45.4% non-compliant 20.2% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| BRKR Bruker Corp | COMPLIANT | 3.11% | AAOIFI18.9% Usmani30.1% Dow Jones Islamic25.7% S&P Shariah22.6% MSCI Islamic30.1% MSCI Islamic M-Series22.6% FTSE Shariah30.1% |
| Brunswick Corp/DE | UNSCREENED | 3.09% | no in-house ratios for this holding |
| JBTM JBT Marel Corp | COMPLIANT | 2.75% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| First American Government Obli | UNSCREENED | 2.71% | no in-house ratios for this holding |
| RRX Regal Rexnord Corp | NON_COMPLIANT | 2.63% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| Crown Holdings Inc | UNSCREENED | 2.56% | no in-house ratios for this holding |
| Hanover Insurance Group Inc/Th | UNSCREENED | 2.50% | no in-house ratios for this holding |
| COO Cooper Cos Inc/The | COMPLIANT | 2.43% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MTB M&T Bank Corp | NON_COMPLIANT | 2.35% | AAOIFI52.5% Usmani8.3% Dow Jones Islamic59.6% S&P Shariah66.0% MSCI Islamic8.3% MSCI Islamic M-Series66.0% FTSE Shariah8.3% |
| FHN First Horizon Corp | NON_COMPLIANT | 2.31% | AAOIFI187.6% Usmani26.2% Dow Jones Islamic208.5% S&P Shariah233.7% MSCI Islamic26.2% MSCI Islamic M-Series233.7% FTSE Shariah26.2% |
| IP International Paper Co | NON_COMPLIANT | 2.29% | AAOIFI50.2% Usmani27.3% Dow Jones Islamic47.6% S&P Shariah55.5% MSCI Islamic27.1% MSCI Islamic M-Series55.5% FTSE Shariah25.2% |
| NVT nVent Electric PLC | COMPLIANT | 2.28% | AAOIFI6.2% Usmani22.8% Dow Jones Islamic10.2% S&P Shariah11.5% MSCI Islamic22.8% MSCI Islamic M-Series11.5% FTSE Shariah20.9% |
| IFF | UNSCREENED | 2.26% | no in-house ratios for this holding |
| BKR Baker Hughes Co | NON_COMPLIANT | 2.26% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ALLE Allegion plc | COMPLIANT | 2.22% | AAOIFI17.0% Usmani41.5% Dow Jones Islamic17.5% S&P Shariah18.7% MSCI Islamic41.5% MSCI Islamic M-Series18.7% FTSE Shariah37.9% |
| KEX Kirby Corp | COMPLIANT | 2.21% | AAOIFI16.8% Usmani19.6% Dow Jones Islamic18.8% S&P Shariah19.7% MSCI Islamic19.6% MSCI Islamic M-Series19.7% FTSE Shariah16.6% |
| SWK Stanley Black & Decker Inc | NON_COMPLIANT | 2.20% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| CLX Clorox Co/The | NON_COMPLIANT | 2.20% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ALGN Align Technology Inc | COMPLIANT | 2.17% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SYF Synchrony Financial | NON_COMPLIANT | 2.12% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| WMS Advanced Drainage Systems Inc | COMPLIANT | 2.07% | AAOIFI16.0% Usmani40.8% Dow Jones Islamic16.1% S&P Shariah15.7% MSCI Islamic37.4% MSCI Islamic M-Series15.7% FTSE Shariah35.8% |
| FLUT Flutter Entertainment PLC | NON_COMPLIANT | 2.06% | AAOIFI72.3% Usmani44.5% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic44.5% MSCI Islamic M-Series36.7% FTSE Shariah42.5% |
| CNH Industrial NV | UNSCREENED | 2.05% | no in-house ratios for this holding |
| AEE Ameren Corp | NON_COMPLIANT | 2.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PRMB Primo Brands Corp | NON_COMPLIANT | 2.01% | AAOIFI71.5% Usmani53.6% Dow Jones Islamic62.0% S&P Shariah69.6% MSCI Islamic53.6% MSCI Islamic M-Series69.6% FTSE Shariah48.5% |
| WH Wyndham Hotels & Resorts Inc | NON_COMPLIANT | 2.00% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| Knight-Swift Transportation Ho | UNSCREENED | 1.94% | no in-house ratios for this holding |
| FLS Flowserve Corp | COMPLIANT | 1.92% | AAOIFI23.8% Usmani36.7% Dow Jones Islamic28.9% S&P Shariah32.3% MSCI Islamic36.7% MSCI Islamic M-Series32.3% FTSE Shariah33.8% |
| Public Service Enterprise Grou | UNSCREENED | 1.91% | no in-house ratios for this holding |
| CAE.TO CAE Inc | NON_COMPLIANT | 1.91% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| QSP-UN.TO Restaurant Brands Internationa | NON_COMPLIANT | 1.91% | AAOIFI61.0% Usmani70.6% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic61.3% MSCI Islamic M-Seriesfail FTSE Shariah61.3% |
| JLL Jones Lang LaSalle Inc | NON_COMPLIANT | 1.89% | AAOIFI18.3% Usmani14.4% Dow Jones Islamic18.3% S&P Shariah20.5% MSCI Islamic14.4% MSCI Islamic M-Series20.5% FTSE Shariah9.4% |
| CMS CMS Energy Corp | NON_COMPLIANT | 1.87% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| GMED Globus Medical Inc | COMPLIANT | 1.86% | AAOIFI1.1% Usmani2.0% Dow Jones Islamic1.1% S&P Shariah1.2% MSCI Islamic2.0% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| HLNE Hamilton Lane Inc | NON_COMPLIANT | 1.84% | AAOIFI5.8% Usmani10.8% Dow Jones Islamic3.9% S&P Shariah4.0% MSCI Islamic10.8% MSCI Islamic M-Series4.0% FTSE Shariah10.8% |
| GTES Gates Industrial Corp PLC | NON_COMPLIANT | 1.84% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| WFRD Weatherford International PLC | COMPLIANT | 1.59% | AAOIFI26.7% Usmani33.0% Dow Jones Islamic29.9% S&P Shariah26.6% MSCI Islamic31.8% MSCI Islamic M-Series26.6% FTSE Shariah29.0% |
| EXE Expand Energy Corp | COMPLIANT | 1.59% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| TSN Tyson Foods Inc | NON_COMPLIANT | 1.57% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| CUZ Cousins Properties Inc | NON_COMPLIANT | 1.56% | AAOIFI77.9% Usmani41.3% Dow Jones Islamic85.2% S&P Shariah94.4% MSCI Islamic41.3% MSCI Islamic M-Series94.4% FTSE Shariah41.3% |
| LFUS Littelfuse Inc | COMPLIANT | 1.49% | AAOIFI6.6% Usmani18.5% Dow Jones Islamic9.9% S&P Shariah10.5% MSCI Islamic18.5% MSCI Islamic M-Series10.5% FTSE Shariah16.4% |
| KEYS Keysight Technologies Inc | COMPLIANT | 1.43% | AAOIFI4.8% Usmani23.0% Dow Jones Islamic7.5% S&P Shariah8.4% MSCI Islamic23.0% MSCI Islamic M-Series8.4% FTSE Shariah21.1% |
| MAA Mid-America Apartment Communit | NON_COMPLIANT | 1.41% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| IPGP IPG Photonics Corp | COMPLIANT | 1.40% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| FANG Diamondback Energy Inc | COMPLIANT | 1.30% | AAOIFI22.6% Usmani18.0% Dow Jones Islamic28.3% S&P Shariah31.9% MSCI Islamic18.0% MSCI Islamic M-Series31.9% FTSE Shariah18.0% |
| CUBE CubeSmart | NON_COMPLIANT | 1.26% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Brixmor Property Group Inc | UNSCREENED | 1.23% | no in-house ratios for this holding |
| CTSH Cognizant Technology Solutions | COMPLIANT | 1.12% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| ON ON Semiconductor Corp | COMPLIANT | 1.03% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| SBAC SBA Communications Corp | NON_COMPLIANT | 0.93% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| LEN Lennar Corp | NON_COMPLIANT | 0.89% | 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 4 points of portfolio weight — 33.3% of it passes AAOIFI, 28.9% passes Usmani. 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 33.3% ratios fail on 33.6% 32.6% not rated under AAOIFI
ratios pass on 28.9% ratios fail on 35.9% 34.7% not rated under Usmani
ratios pass on 30.8% ratios fail on 35.2% 33.5% not rated under Dow Jones Islamic
ratios pass on 32.4% ratios fail on 33.6% 33.5% not rated under S&P Shariah
ratios pass on 32.0% ratios fail on 35.9% 31.6% not rated under MSCI Islamic
ratios pass on 30.8% ratios fail on 35.2% 33.5% not rated under MSCI Islamic M-Series
ratios pass on 33.1% ratios fail on 34.9% 31.6% not rated under FTSE Shariah
42 of 51 listed holdings carry our own per-methodology verdicts (79% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 35 (65% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| RRX Regal Rexnord Corp | 2.63% |
| MTB M&T Bank Corp | 2.35% |
| FHN First Horizon Corp | 2.31% |
| IP International Paper Co | 2.29% |
| BKR Baker Hughes Co | 2.26% |
| SWK Stanley Black & Decker Inc | 2.20% |
| CLX Clorox Co/The | 2.20% |
| SYF Synchrony Financial | 2.12% |
| FLUT Flutter Entertainment PLC | 2.06% |
| AEE Ameren Corp | 2.05% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Carillon Chartwell Mid Cap Value Fund (BERBX) 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 |
|---|---|---|
| BRKRBruker Corp | 3.11% | Compliant |
| Brunswick Corp/DEnot matched to a ticker | 3.09% | Not screened |
| JBTMJBT Marel Corp | 2.75% | Compliant |
| First American Government Oblinot matched to a ticker | 2.71% | Not screened |
| RRXRegal Rexnord Corp | 2.63% | Non-compliant |
| Crown Holdings Incnot matched to a ticker | 2.56% | Not screened |
| Hanover Insurance Group Inc/Thnot matched to a ticker | 2.50% | Not screened |
| COOCooper Cos Inc/The | 2.43% | Compliant |
| MTBM&T Bank Corp | 2.35% | Non-compliant |
| FHNFirst Horizon Corp | 2.31% | Non-compliant |
Top 10 of 51 holdings, 26.4% 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 BERBX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 4 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.
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) | 46.70 | NEUTRAL |
| Stochastic %K (14) | 87.88 | SELL |
| CCI (20) | 68.87 | NEUTRAL |
| Williams %R (14) | -12.12 | SELL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 0.87 | BUY |
| Momentum (10) | 0.15 | BUY |
| EMA (10) | 17.25 | BUY |
| SMA (10) | 17.25 | BUY |
| EMA (20) | 17.37 | BUY |
| SMA (20) | 17.28 | BUY |
| EMA (30) | 17.52 | SELL |
| SMA (30) | 17.48 | SELL |
| EMA (50) | 17.75 | SELL |
| SMA (50) | 18.00 | SELL |
| EMA (100) | 17.91 | SELL |
| SMA (100) | 18.22 | SELL |
| EMA (200) | 17.63 | SELL |
| SMA (200) | 17.91 | SELL |
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.