Verdicts genuinely change. Free email alert the moment CHTTX'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.
AMG River Road Mid Cap Value Fund · AMG Funds IV
54 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 35.77% of portfolio weight is in non-compliant holdings, over the 5% threshold.
54 holdings, 44 matched (84% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
0.74% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (40 of 54 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.
40.2% compliant 8.3% questionable 35.2% non-compliant 16.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SARO STANDARDAERO INC | COMPLIANT | 3.77% | AAOIFI31.7% Usmani37.7% Dow Jones Islamic27.6% S&P Shariahpass MSCI Islamic37.4% MSCI Islamic M-Seriespass FTSE Shariah33.9% |
| AMRZ AMRIZE AG | COMPLIANT | 3.67% | AAOIFI24.3% Usmani25.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic24.0% MSCI Islamic M-Seriespass FTSE Shariah21.4% |
| FIXED INCOME CLEARING CORPORATION | UNSCREENED | 3.42% | no in-house ratios for this holding |
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | NON_COMPLIANT | 3.23% | AAOIFI17.8% Usmani6.8% Dow Jones Islamic18.9% S&P Shariah19.8% MSCI Islamic6.8% MSCI Islamic M-Series19.8% FTSE Shariah6.8% |
| BJ BJ'S WHOLESALE CLUB HOLDINGS INC | QUESTIONABLE | 3.12% | AAOIFI23.1% Usmani34.7% Dow Jones Islamic21.7% S&P Shariah23.4% MSCI Islamic34.7% MSCI Islamic M-Series23.4% FTSE Shariah7.9% |
| FFH.TO FAIRFAX FINANCIAL HOLDINGS LTD | NON_COMPLIANT | 2.91% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CALM CAL-MAINE FOODS INC | COMPLIANT | 2.82% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CACI INTERNATIONAL INC | UNSCREENED | 2.68% | no in-house ratios for this holding |
| OTIS OTIS WORLDWIDE CORP | NON_COMPLIANT | 2.48% | AAOIFI31.9% Usmani77.4% Dow Jones Islamic25.2% S&P Shariah25.0% MSCI Islamic77.4% MSCI Islamic M-Series25.0% FTSE Shariah73.7% |
| TLN TALEN ENERGY CORP | NON_COMPLIANT | 2.48% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| IFF INTERNATIONAL FLAVORS & FRAGRANCES INC | NON_COMPLIANT | 2.45% | AAOIFI26.5% Usmani23.0% Dow Jones Islamic29.7% S&P Shariah29.3% MSCI Islamic23.0% MSCI Islamic M-Series29.3% FTSE Shariah22.7% |
| COO COOPER COMPANIES INC (THE) | COMPLIANT | 2.40% | AAOIFI23.0% Usmani20.1% Dow Jones Islamic16.7% S&P Shariah15.5% MSCI Islamic20.1% MSCI Islamic M-Series15.5% FTSE Shariah20.1% |
| UNITED NATURAL FOODS INC | UNSCREENED | 2.36% | no in-house ratios for this holding |
| FDXF FEDEX FREIGHT HOLDING COMPANY INC | COMPLIANT | 2.34% | AAOIFI31.8% Usmani89.3% Dow Jones Islamic— S&P Shariah— MSCI Islamic89.3% MSCI Islamic M-Series— FTSE Shariah62.6% |
| EL ESTEE LAUDER COMPANIES INC (THE) | NON_COMPLIANT | 2.28% | AAOIFI25.1% Usmani46.9% Dow Jones Islamic30.8% S&P Shariah26.5% MSCI Islamic46.8% MSCI Islamic M-Series26.5% FTSE Shariah37.0% |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 2.22% | AAOIFI72.6% Usmani50.6% Dow Jones Islamic82.0% S&P Shariah96.0% MSCI Islamic50.6% MSCI Islamic M-Series96.0% FTSE Shariah48.2% |
| BATRA ATLANTA BRAVES HOLDINGS INC | QUESTIONABLE | 2.20% | AAOIFI23.7% Usmani51.1% Dow Jones Islamic26.4% S&P Shariah27.3% MSCI Islamic45.6% MSCI Islamic M-Series27.3% FTSE Shariah45.6% |
| RGLD ROYAL GOLD INC | COMPLIANT | 2.08% | AAOIFI1.8% Usmani4.2% Dow Jones Islamic2.7% S&P Shariah3.3% MSCI Islamic4.2% MSCI Islamic M-Series3.3% FTSE Shariah4.2% |
| COKE COCA-COLA CONSOLIDATED INC | COMPLIANT | 2.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MTDR MATADOR RESOURCES COMPANY | NON_COMPLIANT | 2.03% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| ATR APTARGROUP INC | COMPLIANT | 2.01% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| COMMERCE BANCSHARES INC (MO) | UNSCREENED | 2.01% | no in-house ratios for this holding |
| LH LABCORP HOLDINGS INC | COMPLIANT | 2.00% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| SSD SIMPSON MANUFACTURING CO INC | COMPLIANT | 2.00% | AAOIFI5.7% Usmani13.4% Dow Jones Islamic5.8% S&P Shariah5.8% MSCI Islamic13.4% MSCI Islamic M-Series5.8% FTSE Shariah9.8% |
| GPC GENUINE PARTS COMPANY | NON_COMPLIANT | 1.96% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | NON_COMPLIANT | 1.89% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| KDP KEURIG DR PEPPER INC | NON_COMPLIANT | 1.86% | AAOIFI58.6% Usmani30.8% Dow Jones Islamic63.3% S&P Shariah63.1% MSCI Islamic29.6% MSCI Islamic M-Series63.1% FTSE Shariah28.3% |
| MIAX MIAMI INTERNATIONAL HOLDINGS INC | COMPLIANT | 1.82% | AAOIFI0.5% Usmani1.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic1.4% MSCI Islamic M-Seriespass FTSE Shariah0.1% |
| CSU.TO CONSTELLATION SOFTWARE INC | COMPLIANT | 1.75% | AAOIFI13.2% Usmani38.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic35.8% MSCI Islamic M-Seriespass FTSE Shariah35.8% |
| GEHC GE HEALTHCARE TECHNOLOGIES INC | NON_COMPLIANT | 1.67% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| FIRST CITIZENS BANCSHARES INC | UNSCREENED | 1.67% | no in-house ratios for this holding |
| TFII TFI INTERNATIONAL INC | COMPLIANT | 1.66% | AAOIFI16.6% Usmani34.3% Dow Jones Islamic26.9% S&P Shariah25.4% MSCI Islamic34.3% MSCI Islamic M-Series25.4% FTSE Shariah34.3% |
| CSL CARLISLE COMPANIES INC | COMPLIANT | 1.64% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SSNC SS&C TECHNOLOGIES HOLDINGS INC | NON_COMPLIANT | 1.61% | AAOIFI39.6% Usmani37.7% Dow Jones Islamic41.2% S&P Shariah44.6% MSCI Islamic37.7% MSCI Islamic M-Series44.6% FTSE Shariah36.8% |
| NWS NEWS CORP | QUESTIONABLE | 1.60% | AAOIFI17.0% Usmani18.8% Dow Jones Islamic17.4% S&P Shariah18.5% MSCI Islamic18.8% MSCI Islamic M-Series18.5% FTSE Shariah12.8% |
| CPAY CORPAY INC | NON_COMPLIANT | 1.56% | AAOIFI57.3% Usmani53.7% Dow Jones Islamic65.2% S&P Shariah68.4% MSCI Islamic53.7% MSCI Islamic M-Series68.4% FTSE Shariah53.7% |
| MSGS MADISON SQUARE GARDEN SPORTS CORP | QUESTIONABLE | 1.53% | AAOIFI11.9% Usmani75.5% Dow Jones Islamic18.1% S&P Shariah20.1% MSCI Islamic75.5% MSCI Islamic M-Series20.1% FTSE Shariah16.8% |
| MGRC MCGRATH RENTCORP | COMPLIANT | 1.47% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SNN SMITH & NEPHEW PLC | COMPLIANT | 1.47% | AAOIFI34.9% Usmani29.8% Dow Jones Islamic11.8% S&P Shariah12.5% MSCI Islamic29.8% MSCI Islamic M-Series12.5% FTSE Shariah29.8% |
| SPROUTS FARMERS MARKET INC | UNSCREENED | 1.46% | no in-house ratios for this holding |
| ALG ALAMO GROUP INC | COMPLIANT | 1.44% | AAOIFI13.2% Usmani16.2% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic16.2% MSCI Islamic M-Series12.5% FTSE Shariah15.2% |
| WILLIS TOWERS WATSON PLC | UNSCREENED | 1.41% | no in-house ratios for this holding |
| JEFFERIES LLC | UNSCREENED | 1.36% | no in-house ratios for this holding |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 1.31% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| JOE ST. JOE COMPANY (THE) | NON_COMPLIANT | 1.24% | AAOIFI10.0% Usmani24.6% Dow Jones Islamic11.6% S&P Shariah11.6% MSCI Islamic24.6% MSCI Islamic M-Series11.6% FTSE Shariah24.6% |
| UMG.AS UNIVERSAL MUSIC GROUP NV | COMPLIANT | 1.23% | AAOIFI13.5% Usmani22.7% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic19.5% MSCI Islamic M-Seriespass FTSE Shariah19.5% |
| UFPI UFP INDUSTRIES INC | COMPLIANT | 1.14% | AAOIFI8.9% Usmani9.9% Dow Jones Islamic6.9% S&P Shariah6.6% MSCI Islamic9.9% MSCI Islamic M-Series6.6% FTSE Shariah5.7% |
| APG API GROUP CORP | COMPLIANT | 1.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CELH CELSIUS HOLDINGS INC | NON_COMPLIANT | 1.02% | AAOIFI9.0% Usmani13.1% Dow Jones Islamic7.0% S&P Shariah6.0% MSCI Islamic13.1% MSCI Islamic M-Series6.0% FTSE Shariah13.1% |
| LSTR LANDSTAR SYSTEM INC | COMPLIANT | 0.96% | AAOIFI0.0% Usmani4.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DAL DELTA AIR LINES INC | NON_COMPLIANT | 0.92% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| LAD LITHIA MOTORS INC | NON_COMPLIANT | 0.66% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| DAIWA CAPITAL MARKETS AMERICA INC. | UNSCREENED | 0.09% | no in-house ratios for this holding |
| CITADEL SECURITIES LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 16 points of portfolio weight — 46.1% of it passes Dow Jones Islamic, 30.3% 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 39.6% ratios fail on 32.9% 29.1% not rated under AAOIFI
ratios pass on 32.3% ratios fail on 39.0% 30.3% not rated under Usmani
ratios pass on 46.1% ratios fail on 19.9% 35.6% not rated under Dow Jones Islamic
ratios pass on 44.1% ratios fail on 21.9% 35.6% not rated under S&P Shariah
ratios pass on 30.3% ratios fail on 40.2% 31.1% not rated under MSCI Islamic
ratios pass on 44.1% ratios fail on 21.9% 35.6% not rated under MSCI Islamic M-Series
ratios pass on 38.1% ratios fail on 32.4% 31.1% not rated under FTSE Shariah
44 of 54 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, 39 (75% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | 3.23% |
| FFH.TO FAIRFAX FINANCIAL HOLDINGS LTD | 2.91% |
| OTIS OTIS WORLDWIDE CORP | 2.48% |
| TLN TALEN ENERGY CORP | 2.48% |
| IFF INTERNATIONAL FLAVORS & FRAGRANCES INC | 2.45% |
| EL ESTEE LAUDER COMPANIES INC (THE) | 2.28% |
| CCL CARNIVAL CORP LTD | 2.22% |
| MTDR MATADOR RESOURCES COMPANY | 2.03% |
| GPC GENUINE PARTS COMPANY | 1.96% |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | 1.89% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
AMG River Road Mid Cap Value Fund (CHTTX) 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 |
|---|---|---|
| SAROSTANDARDAERO INC | 3.77% | Compliant |
| AMRZAMRIZE AG | 3.67% | Compliant |
| FIXED INCOME CLEARING CORPORATIONnot matched to a ticker | 3.42% | Not screened |
| WTMWHITE MOUNTAINS INSURANCE GROUP LTD | 3.23% | Non-compliant |
| BJBJ'S WHOLESALE CLUB HOLDINGS INC | 3.12% | Questionable |
| FFH.TOFAIRFAX FINANCIAL HOLDINGS LTD | 2.91% | Non-compliant |
| CALMCAL-MAINE FOODS INC | 2.82% | Compliant |
| CACI INTERNATIONAL INCnot matched to a ticker | 2.68% | Not screened |
| OTISOTIS WORLDWIDE CORP | 2.48% | Non-compliant |
| TLNTALEN ENERGY CORP | 2.48% | Non-compliant |
Top 10 of 54 holdings, 30.6% 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 CHTTX. 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) | 56.50 | NEUTRAL |
| Stochastic %K (14) | 93.83 | SELL |
| CCI (20) | 167.24 | SELL |
| Williams %R (14) | -6.17 | SELL |
| MACD (12,26,9) | 0.12 | BUY |
| ROC (10) | 2.77 | BUY |
| Momentum (10) | 0.54 | BUY |
| EMA (10) | 19.78 | BUY |
| SMA (10) | 19.71 | BUY |
| EMA (20) | 19.77 | BUY |
| SMA (20) | 19.58 | BUY |
| EMA (30) | 19.86 | BUY |
| SMA (30) | 19.72 | BUY |
| EMA (50) | 20.02 | SELL |
| SMA (50) | 20.27 | SELL |
| EMA (100) | 20.13 | SELL |
| SMA (100) | 20.32 | SELL |
| EMA (200) | 20.02 | SELL |
| SMA (200) | 20.15 | 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.