Verdicts genuinely change. Free email alert the moment DHMIX'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.
DIAMOND HILL SMALL-MID CAP FUND · Diamond Hill Funds
61 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 114% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 67.04% of portfolio weight is in non-compliant holdings, over the 5% threshold.
61 holdings, 51 matched (76% of weight). Portfolio as of 2026-06-30, filed 2026-08-31. Source: SEC Form N-PORT.
1.78% of this portfolio’s income is non-permissible — weighted across holdings, computed over 70% of portfolio weight (45 of 61 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.
16.0% compliant 0.7% questionable 59.0% non-compliant 24.4% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| N/A | UNSCREENED | 13.98% | no in-house ratios for this holding |
| HUM HUMANA INC | NON_COMPLIANT | 4.18% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| RRX REGAL REXNORD CORP | NON_COMPLIANT | 3.80% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | UNSCREENED | 3.75% | no in-house ratios for this holding |
| AR ANTERO RESOURCES CORP | NON_COMPLIANT | 3.43% | AAOIFI37.8% Usmani30.3% Dow Jones Islamic42.6% S&P Shariah46.0% MSCI Islamic30.3% MSCI Islamic M-Series46.0% FTSE Shariah17.2% |
| CUBE CUBESMART | NON_COMPLIANT | 3.17% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RRR RED ROCK RESORTS INC | NON_COMPLIANT | 2.93% | AAOIFI59.8% Usmani83.3% Dow Jones Islamic64.6% S&P Shariah67.1% MSCI Islamic82.2% MSCI Islamic M-Series67.1% FTSE Shariah82.0% |
| POST POST HOLDINGS INC | NON_COMPLIANT | 2.66% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| HII HUNTINGTON INGALLS INDUSTRIES INC | NON_COMPLIANT | 2.61% | AAOIFI25.6% Usmani23.1% Dow Jones Islamic27.0% S&P Shariah28.2% MSCI Islamic23.1% MSCI Islamic M-Series28.2% FTSE Shariah21.3% |
| FBIN FORTUNE BRANDS INNOVATIONS INC | NON_COMPLIANT | 2.43% | AAOIFI54.4% Usmani44.1% Dow Jones Islamic41.4% S&P Shariah37.9% MSCI Islamic44.1% MSCI Islamic M-Series37.9% FTSE Shariah40.2% |
| ILMN ILLUMINA INC | COMPLIANT | 2.42% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| TRU TRANSUNION | NON_COMPLIANT | 2.30% | AAOIFI38.2% Usmani47.2% Dow Jones Islamic34.6% S&P Shariah36.4% MSCI Islamic47.2% MSCI Islamic M-Series36.4% FTSE Shariah46.5% |
| DVN DEVON ENERGY CORP | COMPLIANT | 2.18% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| RYMAN HOSPITALITY PROPERTIES INC | UNSCREENED | 2.14% | no in-house ratios for this holding |
| LH LABCORP HOLDINGS INC | COMPLIANT | 2.08% | AAOIFI25.4% Usmani36.5% Dow Jones Islamic31.6% S&P Shariah33.5% MSCI Islamic36.2% MSCI Islamic M-Series33.5% FTSE Shariah31.6% |
| GTES GATES INDUSTRIAL CORP PLC | NON_COMPLIANT | 1.96% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | NON_COMPLIANT | 1.95% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RVTY REVVITY INC | COMPLIANT | 1.93% | AAOIFI23.1% Usmani27.9% Dow Jones Islamic27.9% S&P Shariah27.2% MSCI Islamic27.9% MSCI Islamic M-Series27.2% FTSE Shariah26.7% |
| WAY WAYSTAR HOLDING CORP | NON_COMPLIANT | 1.92% | AAOIFI36.9% Usmani25.2% Dow Jones Islamic26.1% S&P Shariah— MSCI Islamic25.2% MSCI Islamic M-Series— FTSE Shariah25.0% |
| RKT ROCKET COMPANIES INC | NON_COMPLIANT | 1.91% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| TFX TELEFLEX INC | NON_COMPLIANT | 1.90% | AAOIFI50.9% Usmani44.0% Dow Jones Islamic46.9% S&P Shariah39.1% MSCI Islamic44.0% MSCI Islamic M-Series39.1% FTSE Shariah41.4% |
| WCC WESCO INTERNATIONAL INC | NON_COMPLIANT | 1.87% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| RNR RENAISSANCERE HOLDINGS LTD | NON_COMPLIANT | 1.80% | AAOIFI17.0% Usmani4.2% Dow Jones Islamic18.5% S&P Shariah19.2% MSCI Islamic4.2% MSCI Islamic M-Series19.2% FTSE Shariah4.2% |
| ASHLAND INC | UNSCREENED | 1.79% | no in-house ratios for this holding |
| KNF KNIFE RIVER CORP | NON_COMPLIANT | 1.68% | AAOIFI47.9% Usmani39.9% Dow Jones Islamic34.9% S&P Shariah37.4% MSCI Islamic39.9% MSCI Islamic M-Series37.4% FTSE Shariah38.7% |
| LPLA LPL FINANCIAL HOLDINGS INC | NON_COMPLIANT | 1.63% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| EQH EQUITABLE HOLDINGS INC | NON_COMPLIANT | 1.61% | AAOIFI43.2% Usmani1.8% Dow Jones Islamic44.4% S&P Shariah47.8% MSCI Islamic1.8% MSCI Islamic M-Series47.8% FTSE Shariah1.8% |
| TFIN TRIUMPH FINANCIAL INC | NON_COMPLIANT | 1.59% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ICLR ICON PLC | COMPLIANT | 1.56% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| GIS GENERAL MILLS INC | NON_COMPLIANT | 1.54% | AAOIFI81.9% Usmani45.8% Dow Jones Islamic55.0% S&P Shariah49.4% MSCI Islamic45.8% MSCI Islamic M-Series49.4% FTSE Shariah44.5% |
| UGI CORP | UNSCREENED | 1.46% | no in-house ratios for this holding |
| INVH INVITATION HOMES INC | NON_COMPLIANT | 1.44% | AAOIFI52.4% Usmani46.2% Dow Jones Islamic47.8% S&P Shariah46.8% MSCI Islamic46.2% MSCI Islamic M-Series46.8% FTSE Shariah46.2% |
| EFX EQUIFAX INC | COMPLIANT | 1.43% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| ESAB ESAB CORP | NON_COMPLIANT | 1.38% | AAOIFI54.5% Usmani38.7% Dow Jones Islamic37.4% S&P Shariah40.1% MSCI Islamic38.7% MSCI Islamic M-Series40.1% FTSE Shariah36.5% |
| SOLV SOLVENTUM CORP | NON_COMPLIANT | 1.37% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| FWONA LIBERTY MEDIA CORP | NON_COMPLIANT | 1.37% | AAOIFI20.6% Usmani31.0% Dow Jones Islamic23.0% S&P Shariah25.2% MSCI Islamic31.0% MSCI Islamic M-Series25.2% FTSE Shariah31.0% |
| FCN FTI CONSULTING INC | NON_COMPLIANT | 1.35% | AAOIFI30.3% Usmani35.9% Dow Jones Islamic22.2% S&P Shariah20.2% MSCI Islamic35.9% MSCI Islamic M-Series20.2% FTSE Shariah28.8% |
| SBAC SBA COMMUNICATIONS CORP | NON_COMPLIANT | 1.34% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| TDY TELEDYNE TECHNOLOGIES INC | NON_COMPLIANT | 1.33% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| GDDY GODADDY INC | NON_COMPLIANT | 1.30% | AAOIFI32.7% Usmani48.0% Dow Jones Islamic19.7% S&P Shariah20.9% MSCI Islamic48.0% MSCI Islamic M-Series20.9% FTSE Shariah47.2% |
| PPLI PEOPLE INC | NON_COMPLIANT | 1.28% | AAOIFI48.7% Usmani18.8% Dow Jones Islamic49.3% S&P Shariah48.2% MSCI Islamic18.8% MSCI Islamic M-Series48.2% FTSE Shariah18.8% |
| RTO.L RENTOKIL INITIAL PLC | NON_COMPLIANT | 1.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WILLIS TOWERS WATSON PLC | UNSCREENED | 1.23% | no in-house ratios for this holding |
| VRSN VERISIGN INC | COMPLIANT | 1.21% | AAOIFI0.0% Usmani0.3% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.3% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LAMAR ADVERTISING COMPANY | UNSCREENED | 1.19% | no in-house ratios for this holding |
| TTC TORO COMPANY | COMPLIANT | 1.17% | AAOIFI12.0% Usmani30.5% Dow Jones Islamic13.4% S&P Shariah13.0% MSCI Islamic30.5% MSCI Islamic M-Series13.0% FTSE Shariah27.2% |
| TGB TREKOR METALS LTD | COMPLIANT | 1.15% | AAOIFI17.6% Usmani30.2% Dow Jones Islamic36.6% S&P Shariah46.6% MSCI Islamic30.2% MSCI Islamic M-Series46.6% FTSE Shariah30.2% |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 1.13% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| PNFP PINNACLE FINANCIAL PARTNERS INC | NON_COMPLIANT | 0.88% | AAOIFI16.1% Usmani1.9% Dow Jones Islamic27.2% S&P Shariah30.6% MSCI Islamic1.9% MSCI Islamic M-Series30.6% FTSE Shariah1.9% |
| NVR NVR INC | COMPLIANT | 0.85% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AVANTOR INC | UNSCREENED | 0.83% | no in-house ratios for this holding |
| VLTO VERALTO CORP | COMPLIANT | 0.77% | AAOIFI12.4% Usmani37.5% Dow Jones Islamic11.8% S&P Shariah12.2% MSCI Islamic37.5% MSCI Islamic M-Series12.2% FTSE Shariah34.8% |
| BOOZ ALLEN HAMILTON HOLDING CORP | UNSCREENED | 0.76% | no in-house ratios for this holding |
| VRSK VERISK ANALYTICS INC | QUESTIONABLE | 0.75% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| ARE ALEXANDRIA REAL ESTATE EQUITIES INC | NON_COMPLIANT | 0.75% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FHN FIRST HORIZON CORP | NON_COMPLIANT | 0.75% | AAOIFI187.6% Usmani26.2% Dow Jones Islamic208.5% S&P Shariah233.7% MSCI Islamic26.2% MSCI Islamic M-Series233.7% FTSE Shariah26.2% |
| REXR REXFORD INDUSTRIAL REALTY INC | NON_COMPLIANT | 0.73% | AAOIFI39.8% Usmani28.1% Dow Jones Islamic38.3% S&P Shariah36.9% MSCI Islamic28.1% MSCI Islamic M-Series36.9% FTSE Shariah28.1% |
| COO COOPER COMPANIES INC (THE) | COMPLIANT | 0.73% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GNRC GENERAC HOLDINGS INC | COMPLIANT | 0.63% | AAOIFI10.8% Usmani21.2% Dow Jones Islamic11.6% S&P Shariah12.8% MSCI Islamic21.0% MSCI Islamic M-Series12.8% FTSE Shariah21.0% |
| BUILDERS FIRSTSOURCE INC | UNSCREENED | 0.60% | no in-house ratios for this holding |
| CNC CENTENE CORP | NON_COMPLIANT | 0.52% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
The published standards disagree about this fund by 9 points of portfolio weight — 31.5% of it passes FTSE Shariah, 22.9% passes S&P Shariah. 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 24.6% ratios fail on 55.9% 33.2% not rated under AAOIFI
ratios pass on 24.7% ratios fail on 51.1% 37.8% not rated under Usmani
ratios pass on 25.0% ratios fail on 53.5% 35.1% not rated under Dow Jones Islamic
ratios pass on 22.9% ratios fail on 55.6% 35.1% not rated under S&P Shariah
ratios pass on 28.0% ratios fail on 51.7% 33.9% not rated under MSCI Islamic
ratios pass on 22.9% ratios fail on 55.6% 35.1% not rated under MSCI Islamic M-Series
ratios pass on 31.5% ratios fail on 48.2% 33.9% not rated under FTSE Shariah
51 of 61 listed holdings carry our own per-methodology verdicts (86% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 48 (83% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| HUM HUMANA INC | 4.18% |
| RRX REGAL REXNORD CORP | 3.80% |
| AR ANTERO RESOURCES CORP | 3.43% |
| CUBE CUBESMART | 3.17% |
| RRR RED ROCK RESORTS INC | 2.93% |
| POST POST HOLDINGS INC | 2.66% |
| HII HUNTINGTON INGALLS INDUSTRIES INC | 2.61% |
| FBIN FORTUNE BRANDS INNOVATIONS INC | 2.43% |
| TRU TRANSUNION | 2.30% |
| GTES GATES INDUSTRIAL CORP PLC | 1.96% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
DIAMOND HILL SMALL-MID CAP FUND (DHMIX) 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 |
|---|---|---|
| N/Anot matched to a ticker | 13.98% | Not screened |
| HUMHUMANA INC | 4.18% | Non-compliant |
| RRXREGAL REXNORD CORP | 3.80% | Non-compliant |
| STATE STREET INSTITUTIONAL INVESTMENT TRUSTnot matched to a ticker | 3.75% | Not screened |
| ARANTERO RESOURCES CORP | 3.43% | Non-compliant |
| CUBECUBESMART | 3.17% | Non-compliant |
| RRRRED ROCK RESORTS INC | 2.93% | Non-compliant |
| POSTPOST HOLDINGS INC | 2.66% | Non-compliant |
| HIIHUNTINGTON INGALLS INDUSTRIES INC | 2.61% | Non-compliant |
| FBINFORTUNE BRANDS INNOVATIONS INC | 2.43% | Non-compliant |
Top 10 of 61 holdings, 42.9% 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 DHMIX. 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 3 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) | 49.70 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 54.27 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.08 | BUY |
| ROC (10) | 0.92 | BUY |
| Momentum (10) | 0.25 | BUY |
| EMA (10) | 27.19 | BUY |
| SMA (10) | 27.05 | BUY |
| EMA (20) | 27.34 | BUY |
| SMA (20) | 27.24 | BUY |
| EMA (30) | 27.51 | SELL |
| SMA (30) | 27.60 | SELL |
| EMA (50) | 27.69 | SELL |
| SMA (50) | 28.06 | SELL |
| EMA (100) | 27.64 | SELL |
| SMA (100) | 27.80 | SELL |
| EMA (200) | 27.19 | BUY |
| SMA (200) | 27.27 | 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.