Verdicts genuinely change. Free email alert the moment HWGV'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.
Hotchkis and Wiley Global Value Fund · HOTCHKIS & WILEY FUNDS/DE/
58 holdings · as of 2026-06-30 (3.5 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
NON-COMPLIANT 52.93% of portfolio weight is in non-compliant holdings, over the 5% threshold.
58 holdings, 48 matched (80% of weight). Portfolio as of 2026-06-30, filed 2026-08-11. Source: SEC Form N-PORT.
4.91% of this portfolio’s income is non-permissible — weighted across holdings, computed over 72% of portfolio weight (42 of 58 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.
26.1% compliant 1.1% questionable 52.9% non-compliant 19.7% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| WDAY Workday Inc | COMPLIANT | 4.43% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| SAP SAP SE | COMPLIANT | 3.95% | AAOIFI3.5% Usmani13.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic10.6% MSCI Islamic M-Series3.4% FTSE Shariah10.6% |
| First American Government Obli | UNSCREENED | 3.60% | no in-house ratios for this holding |
| American International Group I | UNSCREENED | 3.37% | no in-house ratios for this holding |
| FFIV F5 Inc | COMPLIANT | 3.21% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ELV Elevance Health Inc | NON_COMPLIANT | 3.03% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| AKZA.AS Akzo Nobel NV | NON_COMPLIANT | 2.82% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GEHC GE HealthCare Technologies Inc | NON_COMPLIANT | 2.73% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| Ericsson | UNSCREENED | 2.67% | no in-house ratios for this holding |
| BAER.SW Julius Baer Group Ltd | NON_COMPLIANT | 2.49% | AAOIFI28.4% Usmani4.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic4.0% MSCI Islamic M-Seriesfail FTSE Shariah4.0% |
| AC.PA Accor SA | NON_COMPLIANT | 2.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| US Bancorp | UNSCREENED | 2.28% | no in-house ratios for this holding |
| HEIO.AS Heineken Holding NV | NON_COMPLIANT | 2.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CNH Industrial NV | UNSCREENED | 2.21% | no in-house ratios for this holding |
| WFC Wells Fargo & Co | NON_COMPLIANT | 2.21% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| CMCSA Comcast Corp | NON_COMPLIANT | 2.14% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MDT Medtronic PLC | COMPLIANT | 2.07% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| U-Haul Holding Co | UNSCREENED | 2.01% | no in-house ratios for this holding |
| TSM TSMC | COMPLIANT | 2.01% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| HEN.DE Henkel AG & Co KGaA | COMPLIANT | 1.96% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CI Cigna Group/The | NON_COMPLIANT | 1.93% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| SHEL Shell PLC | NON_COMPLIANT | 1.92% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| MDLZ Mondelez International Inc | COMPLIANT | 1.89% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| SIEMENS.NS Siemens AG | COMPLIANT | 1.82% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| APA APA Corp | NON_COMPLIANT | 1.62% | AAOIFI25.9% Usmani21.6% Dow Jones Islamic42.6% S&P Shariah41.4% MSCI Islamic21.6% MSCI Islamic M-Series41.4% FTSE Shariah20.8% |
| NG.L National Grid PLC | NON_COMPLIANT | 1.57% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| QAN.AX Qantas Airways Ltd | NON_COMPLIANT | 1.56% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MG.TO Magna International Inc | NON_COMPLIANT | 1.55% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| PPG PPG Industries Inc | COMPLIANT | 1.50% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| CDW Corp/DE | UNSCREENED | 1.48% | no in-house ratios for this holding |
| 4091.T Nippon Sanso Holdings Corp | NON_COMPLIANT | 1.47% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 1.43% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FISV Fiserv Inc | NON_COMPLIANT | 1.39% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| GM General Motors Co | NON_COMPLIANT | 1.37% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Banca Monte dei Paschi di Sien | UNSCREENED | 1.35% | no in-house ratios for this holding |
| OVV Ovintiv Inc | NON_COMPLIANT | 1.33% | AAOIFI27.8% Usmani26.1% Dow Jones Islamic41.7% S&P Shariah41.7% MSCI Islamic25.5% MSCI Islamic M-Series41.7% FTSE Shariah19.2% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 1.32% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| GSK GSK PLC | COMPLIANT | 1.30% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| WPP.L WPP PLC | NON_COMPLIANT | 1.25% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| CMI Cummins Inc | COMPLIANT | 1.23% | AAOIFI9.7% Usmani21.0% Dow Jones Islamic12.1% S&P Shariah14.2% MSCI Islamic21.0% MSCI Islamic M-Series14.2% FTSE Shariah19.3% |
| HUM Humana Inc | NON_COMPLIANT | 1.18% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| PCAR PACCAR Inc | NON_COMPLIANT | 1.17% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GOOG Alphabet Inc | QUESTIONABLE | 1.14% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| CRBG Corebridge Financial Inc | NON_COMPLIANT | 1.13% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| STT State Street Corp | NON_COMPLIANT | 1.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| C Citigroup Inc | NON_COMPLIANT | 1.09% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| TFC Truist Financial Corp | NON_COMPLIANT | 1.06% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| D Dominion Energy Inc | NON_COMPLIANT | 1.03% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| PHG Koninklijke Philips NV | NON_COMPLIANT | 0.98% | AAOIFI37.6% Usmani30.0% Dow Jones Islamic39.2% S&P Shariah42.2% MSCI Islamic30.0% MSCI Islamic M-Series42.2% FTSE Shariah30.0% |
| OMC Omnicom Group Inc | NON_COMPLIANT | 0.90% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| FDX FedEx Corp | NON_COMPLIANT | 0.82% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| AIR.PA Airbus SE | NON_COMPLIANT | 0.78% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| VOD.L Vodafone Group PLC | NON_COMPLIANT | 0.74% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UL Unilever PLC | COMPLIANT | 0.71% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| BPOP Popular Inc | NON_COMPLIANT | 0.69% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Check Point Software Technolog | UNSCREENED | 0.65% | no in-house ratios for this holding |
| BMW.DE Bayerische Motoren Werke AG | NON_COMPLIANT | 0.55% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Fidelity National Information | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 15 points of portfolio weight — 40.9% of it passes FTSE Shariah, 25.5% passes AAOIFI. 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 25.5% ratios fail on 48.2% 26.2% not rated under AAOIFI
ratios pass on 36.8% ratios fail on 32.2% 30.9% not rated under Usmani
ratios pass on 28.7% ratios fail on 45.0% 26.2% not rated under Dow Jones Islamic
ratios pass on 28.7% ratios fail on 43.6% 27.6% not rated under S&P Shariah
ratios pass on 30.8% ratios fail on 37.0% 32.0% not rated under MSCI Islamic
ratios pass on 28.7% ratios fail on 45.0% 26.2% not rated under MSCI Islamic M-Series
ratios pass on 40.9% ratios fail on 28.1% 30.9% not rated under FTSE Shariah
48 of 58 listed holdings carry our own per-methodology verdicts (80% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 31 (51% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| ELV Elevance Health Inc | 3.03% |
| AKZA.AS Akzo Nobel NV | 2.82% |
| GEHC GE HealthCare Technologies Inc | 2.73% |
| BAER.SW Julius Baer Group Ltd | 2.49% |
| AC.PA Accor SA | 2.31% |
| HEIO.AS Heineken Holding NV | 2.24% |
| WFC Wells Fargo & Co | 2.21% |
| CMCSA Comcast Corp | 2.14% |
| CI Cigna Group/The | 1.93% |
| SHEL Shell PLC | 1.92% |
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
Hotchkis and Wiley Global Value Fund (HWGV) 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.
Computing the full ratio and business-activity breakdown for HWGV — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Not enough completed daily bars to compute pivots.
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) | 9.60 | BUY |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -66.53 | NEUTRAL |
| Williams %R (14) | -100.00 | BUY |
| ROC (10) | -1.16 | SELL |
| Momentum (10) | -0.28 | SELL |
| EMA (10) | 23.98 | BUY |
| SMA (10) | 23.86 | BUY |
| EMA (20) | 24.25 | BUY |
| SMA (20) | 24.40 | BUY |
| EMA (30) | 24.55 | SELL |
| SMA (30) | 24.61 | SELL |
| EMA (50) | 24.66 | SELL |
The fund seeks to achieve its objective by investing primarily in U.S. and non-U.S. companies, which may include companies located or operating in established or emerging markets. Under normal circumstances, it will invest at least 40% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of companies located outside of the U.S. The fund will invest primarily in companies located in developed countries but may invest up to 20% of its assets in emerging markets.
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BULLISH | 34 |
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Still fetching the volume profile — it ran past this page's budget, so the page painted without waiting. The fetch is still running; reload in a moment and it will be here.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
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.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-06 · Asset managers net 906615 (+2612)
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.