CSMVXETF / FundCongress Small Cap Growth Fund
Verdicts genuinely change. Free email alert the moment CSMVX'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.
Congress Small Cap Growth Fund · Professionally Managed Portfolios
41 holdings
NON-COMPLIANT 14.55% of portfolio weight is in non-compliant holdings, over the 5% threshold.
41 holdings, 38 matched (95% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
1.89% of this portfolio’s income is non-permissible — weighted across holdings, computed over 80% of portfolio weight (32 of 41 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.
80.1% compliant 0.0% questionable 14.5% non-compliant 5.4% unscreened
All holdings (41)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| LGND Ligand Pharmaceuticals Inc | COMPLIANT | 3.89% | AAOIFI19.7% Usmani51.8% Dow Jones Islamic34.1% S&P Shariah42.6% MSCI Islamic51.8% MSCI Islamic M-Series42.6% FTSE Shariah51.5% |
| MOG-A Moog Inc | COMPLIANT | 3.69% | AAOIFI8.3% Usmani24.0% Dow Jones Islamic12.5% S&P Shariah14.4% MSCI Islamic20.4% MSCI Islamic M-Series14.4% FTSE Shariah19.0% |
| TGTX TG Therapeutics Inc | COMPLIANT | 3.37% | AAOIFI8.8% Usmani46.0% Dow Jones Islamic13.7% S&P Shariah17.0% MSCI Islamic46.0% MSCI Islamic M-Series17.0% FTSE Shariah45.5% |
| EAT Brinker International Inc | NON_COMPLIANT | 3.35% | AAOIFI21.6% Usmani65.9% Dow Jones Islamic26.2% S&P Shariah33.5% MSCI Islamic62.4% MSCI Islamic M-Series33.5% FTSE Shariah15.8% |
| MOD Modine Manufacturing Co | COMPLIANT | 3.30% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| IMAX IMAX Corp | NON_COMPLIANT | 3.10% | AAOIFI8.8% Usmani26.6% Dow Jones Islamic13.6% S&P Shariah16.3% MSCI Islamic26.6% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| NPO Enpro Inc | COMPLIANT | 3.05% | AAOIFI9.2% Usmani22.1% Dow Jones Islamic12.5% S&P Shariah14.2% MSCI Islamic22.1% MSCI Islamic M-Series14.2% FTSE Shariah21.6% |
| IDCC InterDigital Inc | COMPLIANT | 3.03% | AAOIFI4.6% Usmani18.3% Dow Jones Islamic6.0% S&P Shariah7.5% MSCI Islamic18.3% MSCI Islamic M-Series7.5% FTSE Shariah17.8% |
| LIVN LivaNova PLC | COMPLIANT | 2.99% | AAOIFI7.7% Usmani13.2% Dow Jones Islamic11.3% S&P Shariah11.6% MSCI Islamic13.2% MSCI Islamic M-Series11.6% FTSE Shariah11.0% |
| SXT Sensient Technologies Corp | COMPLIANT | 2.89% | AAOIFI13.4% Usmani32.2% Dow Jones Islamic19.2% S&P Shariah21.4% MSCI Islamic32.2% MSCI Islamic M-Series21.4% FTSE Shariah32.2% |
| FSS Federal Signal Corp | COMPLIANT | 2.77% | AAOIFI6.7% Usmani19.9% Dow Jones Islamic7.6% S&P Shariah8.3% MSCI Islamic19.9% MSCI Islamic M-Series8.3% FTSE Shariah18.6% |
| UFPT UFP Technologies Inc | COMPLIANT | 2.73% | AAOIFI6.1% Usmani20.0% Dow Jones Islamic7.3% S&P Shariah7.6% MSCI Islamic20.0% MSCI Islamic M-Series7.6% FTSE Shariah17.2% |
| RGEN Repligen Corp | COMPLIANT | 2.70% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| NOVT Novanta Inc | COMPLIANT | 2.70% | AAOIFI5.0% Usmani13.3% Dow Jones Islamic5.7% S&P Shariah5.4% MSCI Islamic13.2% MSCI Islamic M-Series5.4% FTSE Shariah10.7% |
| FROG JFrog Ltd | COMPLIANT | 2.68% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| MMSI Merit Medical Systems Inc | COMPLIANT | 2.56% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| CSW CSW Industrials Inc | COMPLIANT | 2.54% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ABCB Ameris Bancorp | NON_COMPLIANT | 2.52% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VCEL Vericel Corp | COMPLIANT | 2.49% | AAOIFI4.0% Usmani18.5% Dow Jones Islamic4.4% S&P Shariah4.4% MSCI Islamic18.4% MSCI Islamic M-Series4.4% FTSE Shariah0.0% |
| CVLT Commvault Systems Inc | COMPLIANT | 2.47% | AAOIFI16.2% Usmani48.5% Dow Jones Islamic14.5% S&P Shariah16.3% MSCI Islamic48.5% MSCI Islamic M-Series16.3% FTSE Shariah46.7% |
| AUB Atlantic Union Bankshares Corp | NON_COMPLIANT | 2.38% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| LMAT LeMaitre Vascular Inc | COMPLIANT | 2.37% | AAOIFI1.2% Usmani3.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic3.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| BOOT Boot Barn Holdings Inc | COMPLIANT | 2.37% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COCO Vita Coco Co Inc/The | COMPLIANT | 2.36% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KEX Kirby Corp | COMPLIANT | 2.28% | AAOIFI16.8% Usmani19.6% Dow Jones Islamic18.8% S&P Shariah19.7% MSCI Islamic19.6% MSCI Islamic M-Series19.7% FTSE Shariah16.6% |
| SKY Champion Homes Inc | COMPLIANT | 2.22% | AAOIFI1.1% Usmani2.4% Dow Jones Islamic1.1% S&P Shariah0.0% MSCI Islamic2.4% MSCI Islamic M-Series0.0% FTSE Shariah1.1% |
| POWI Power Integrations Inc | COMPLIANT | 2.21% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PJT PJT Partners Inc | NON_COMPLIANT | 2.19% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BCPC Balchem Corp | COMPLIANT | 2.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JBTM JBT Marel Corp | COMPLIANT | 2.07% | AAOIFI27.9% Usmani21.0% Dow Jones Islamic27.3% S&P Shariah32.7% MSCI Islamic21.0% MSCI Islamic M-Series32.7% FTSE Shariah21.0% |
| ACIW ACI Worldwide Inc | COMPLIANT | 2.05% | AAOIFI16.0% Usmani27.4% Dow Jones Islamic16.8% S&P Shariah18.8% MSCI Islamic27.4% MSCI Islamic M-Series18.8% FTSE Shariah26.6% |
| MIR Mirion Technologies Inc | COMPLIANT | 2.03% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| Archrock Inc | UNSCREENED | 2.02% | no in-house ratios for this holding |
| AeroVironment Inc | UNSCREENED | 2.01% | no in-house ratios for this holding |
| KLIC Kulicke & Soffa Industries Inc | COMPLIANT | 2.00% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic1.3% S&P Shariah1.4% MSCI Islamic2.9% MSCI Islamic M-Series1.4% FTSE Shariah0.0% |
| UTI Universal Technical Institute | COMPLIANT | 1.96% | AAOIFI30.9% Usmani40.4% Dow Jones Islamic22.4% S&P Shariah28.0% MSCI Islamic40.0% MSCI Islamic M-Series28.0% FTSE Shariah17.8% |
| BELFA Bel Fuse Inc | COMPLIANT | 1.62% | AAOIFI1.0% Usmani2.7% Dow Jones Islamic11.3% S&P Shariah13.7% MSCI Islamic2.7% MSCI Islamic M-Series13.7% FTSE Shariah0.0% |
| CARG Cargurus Inc | COMPLIANT | 1.56% | AAOIFI6.3% Usmani33.4% Dow Jones Islamic6.1% S&P Shariah6.9% MSCI Islamic33.4% MSCI Islamic M-Series6.9% FTSE Shariah0.0% |
| First American Treasury Obliga | UNSCREENED | 1.36% | no in-house ratios for this holding |
| HALO Halozyme Therapeutics Inc | COMPLIANT | 1.06% | AAOIFI17.2% Usmani83.3% Dow Jones Islamic27.4% S&P Shariah30.4% MSCI Islamic83.3% MSCI Islamic M-Series30.4% FTSE Shariah83.3% |
| CXT Crane NXT Co | NON_COMPLIANT | 1.02% | AAOIFI51.4% Usmani40.8% Dow Jones Islamic48.3% S&P Shariah47.6% MSCI Islamic40.8% MSCI Islamic M-Series47.6% FTSE Shariah40.4% |
The published standards disagree about this fund by 31 points of portfolio weight — 56.9% of it passes AAOIFI, 26.1% 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 56.9% ratios fail on 12.4% 30.7% not rated under AAOIFI
ratios pass on 29.4% ratios fail on 36.6% 34.0% not rated under Usmani
ratios pass on 55.2% ratios fail on 12.1% 32.7% not rated under Dow Jones Islamic
ratios pass on 51.9% ratios fail on 15.4% 32.7% not rated under S&P Shariah
ratios pass on 26.1% ratios fail on 43.4% 30.5% not rated under MSCI Islamic
ratios pass on 51.9% ratios fail on 15.4% 32.7% not rated under MSCI Islamic M-Series
ratios pass on 35.7% ratios fail on 29.7% 34.6% not rated under FTSE Shariah
38 of 41 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 34 (85% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Congress Small Cap Growth Fund (CSMVX) 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.
Screened on its holdings, not its name
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 |
|---|---|---|
| LGNDLigand Pharmaceuticals Inc | 3.89% | Compliant |
| MOG-AMoog Inc | 3.69% | Compliant |
| TGTXTG Therapeutics Inc | 3.37% | Compliant |
| EATBrinker International Inc | 3.35% | Non-compliant |
| MODModine Manufacturing Co | 3.30% | Compliant |
| IMAXIMAX Corp | 3.10% | Non-compliant |
| NPOEnpro Inc | 3.05% | Compliant |
| IDCCInterDigital Inc | 3.03% | Compliant |
| LIVNLivaNova PLC | 2.99% | Compliant |
| SXTSensient Technologies Corp | 2.89% | Compliant |
Top 10 of 41 holdings, 32.7% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- EATnon-compliant3.35%
- IMAXnon-compliant3.10%
- ABCBnon-compliant2.52%
- AUBnon-compliant2.38%
- PJTnon-compliant2.19%
- Archrock Incnot screened2.02%
What changed, and when
Verdict history for CSMVX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for CSMVX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 5 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.
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) | 48.10 | NEUTRAL |
| Stochastic %K (14) | 63.57 | NEUTRAL |
| CCI (20) | -8.96 | NEUTRAL |
| Williams %R (14) | -36.43 | NEUTRAL |
| MACD (12,26,9) | 0.06 | BUY |
| ROC (10) | -0.15 | SELL |
| Momentum (10) | -0.07 | SELL |
| EMA (10) | 46.74 | BUY |
| SMA (10) | 46.65 | BUY |
| EMA (20) | 46.86 | SELL |
| SMA (20) | 46.88 | SELL |
| EMA (30) | 47.05 | SELL |
| SMA (30) | 46.91 | SELL |
| EMA (50) | 47.36 | SELL |
| SMA (50) | 47.56 | SELL |
| EMA (100) | 47.43 | SELL |
| SMA (100) | 48.35 | SELL |
| EMA (200) | 46.28 | BUY |
| SMA (200) | 46.61 | BUY |
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.
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.
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.