Verdicts genuinely change. Free email alert the moment HWHAX'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 High Yield Fund · HOTCHKIS & WILEY FUNDS/DE/
203 holdings
NON-COMPLIANT At least 21.39% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 74% turns out to be. Matching more holdings can only raise this share, never lower it.
203 holdings, 58 matched (26% of weight). Portfolio as of 2026-06-30, filed 2026-08-11. Source: SEC Form N-PORT.
5.28% of this portfolio’s income is non-permissible — weighted across holdings, computed over 21% of portfolio weight (50 of 203 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| JPMorgan US Government Money M | UNSCREENED | 3.35% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 1.92% | no in-house ratios for this holding |
| UKG INC | UNSCREENED | 1.53% | no in-house ratios for this holding |
| Authentic Brands Group | UNSCREENED | 1.33% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 1.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LLOY.L LLOYDS BANKING GROUP PLC | NON_COMPLIANT | 1.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CYPRIUM CORP/CYPRIUM HOL | UNSCREENED | 1.01% | no in-house ratios for this holding |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.99% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SCIL USA HOLDINGS LLC | UNSCREENED | 0.97% | no in-house ratios for this holding |
| WR GRACE HOLDING LLC | UNSCREENED | 0.94% | no in-house ratios for this holding |
| MIDAS OPCO HOLDINGS LLC | UNSCREENED | 0.91% | no in-house ratios for this holding |
| ACHC ACADIA HEALTHCARE CO INC | NON_COMPLIANT | 0.89% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FORTIS 333 INC | UNSCREENED | 0.85% | no in-house ratios for this holding |
| CLEANOVA US HOLDINGS LLC | UNSCREENED | 0.82% | no in-house ratios for this holding |
| BLUELINX HOLDING | UNSCREENED | 0.81% | no in-house ratios for this holding |
| BNP.PA BNP PARIBAS | NON_COMPLIANT | 0.79% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TRANSDIGM INC | UNSCREENED | 0.79% | no in-house ratios for this holding |
| SHIFT4 PAYMENTS LLC/FIN | UNSCREENED | 0.78% | no in-house ratios for this holding |
| MARRIOTT OWNERSHIP RESOR | UNSCREENED | 0.78% | no in-house ratios for this holding |
| CREDIT ACCEPTANC | UNSCREENED | 0.77% | no in-house ratios for this holding |
| ORGANON & CO/ORGANON FOR | UNSCREENED | 0.76% | no in-house ratios for this holding |
| WEEKLEY HOMES LLC/ FINAN | UNSCREENED | 0.74% | no in-house ratios for this holding |
| FORTRESS INTERMEDIATE | UNSCREENED | 0.74% | no in-house ratios for this holding |
| First American Government Obli | UNSCREENED | 0.73% | no in-house ratios for this holding |
| PARADIGM PRNT/CO-ISSUER | UNSCREENED | 0.73% | no in-house ratios for this holding |
| STANDARD BUILDING SOLUTI | UNSCREENED | 0.72% | no in-house ratios for this holding |
| OLN OLIN CORP | NON_COMPLIANT | 0.71% | AAOIFI167.1% Usmani45.8% Dow Jones Islamic116.6% S&P Shariah89.2% MSCI Islamic45.8% MSCI Islamic M-Series89.2% FTSE Shariah40.7% |
| SC GAMES HOLDIN/US FINCO | UNSCREENED | 0.71% | no in-house ratios for this holding |
| BURFORD CAPITAL GLBL FIN | UNSCREENED | 0.70% | no in-house ratios for this holding |
| Iracore International Holdings Inc | UNSCREENED | 0.68% | no in-house ratios for this holding |
| VM CONSOLIDATED INC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| BW REAL ESTATE INC | UNSCREENED | 0.67% | no in-house ratios for this holding |
| BA BOEING CO/THE | NON_COMPLIANT | 0.65% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| ZIP ZIPRECRUITER INC | NON_COMPLIANT | 0.64% | AAOIFI81.7% Usmani82.5% Dow Jones Islamic62.3% S&P Shariah44.3% MSCI Islamic82.5% MSCI Islamic M-Series44.3% FTSE Shariah78.8% |
| OII OCEANEERING INTL INC | NON_COMPLIANT | 0.64% | AAOIFI16.3% Usmani30.6% Dow Jones Islamic28.6% S&P Shariah30.5% MSCI Islamic30.6% MSCI Islamic M-Series30.5% FTSE Shariah18.2% |
| ENR ENERGIZER HOLDINGS INC | NON_COMPLIANT | 0.63% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| ALPHA GENERATION LLC | UNSCREENED | 0.63% | no in-house ratios for this holding |
| CIMPRESS PLC | UNSCREENED | 0.63% | no in-house ratios for this holding |
| ADI ESCROW ISSUER LLC | UNSCREENED | 0.63% | no in-house ratios for this holding |
| NOVA CHEMICALS CORP | UNSCREENED | 0.62% | no in-house ratios for this holding |
| NEW FLYER HOLDINGS | UNSCREENED | 0.61% | no in-house ratios for this holding |
| DCLI BIDCO LLC | UNSCREENED | 0.59% | no in-house ratios for this holding |
| BORR IHC LTD / BORR FIN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| HRI HERC HOLDINGS INC | NON_COMPLIANT | 0.59% | AAOIFI200.8% Usmani69.0% Dow Jones Islamic211.0% S&P Shariah223.1% MSCI Islamic69.0% MSCI Islamic M-Series223.1% FTSE Shariah57.7% |
| TK ELEVATOR US NEWCO INC | UNSCREENED | 0.58% | no in-house ratios for this holding |
| JB POINDEXTER & CO INC | UNSCREENED | 0.57% | no in-house ratios for this holding |
| RAILWORKS HOLDINGS LP/R | UNSCREENED | 0.57% | no in-house ratios for this holding |
| MATV MATIV HOLDINGS INC | NON_COMPLIANT | 0.57% | AAOIFI146.0% Usmani52.0% Dow Jones Islamic190.0% S&P Shariah165.7% MSCI Islamic51.2% MSCI Islamic M-Series165.7% FTSE Shariah49.0% |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.56% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| INEOS FINANCE PLC | UNSCREENED | 0.56% | no in-house ratios for this holding |
| ARMOR HOLDCO INC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| ZF NA CAPITAL | UNSCREENED | 0.54% | no in-house ratios for this holding |
| CNT PRNT/CDK GLO II/FIN | UNSCREENED | 0.54% | no in-house ratios for this holding |
| JOURNEY PERSONAL CARE CO | UNSCREENED | 0.54% | no in-house ratios for this holding |
| PBF HOLDING CO LLC | UNSCREENED | 0.54% | no in-house ratios for this holding |
| BROOKFIELD RESID PROPERT | UNSCREENED | 0.53% | no in-house ratios for this holding |
| LGI HOMES INC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.53% | no in-house ratios for this holding |
| HILCORP ENERGY I/HILCORP | UNSCREENED | 0.53% | no in-house ratios for this holding |
| NESCO HOLDINGS II INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| KGS KODIAK GAS SERVICES LLC | NON_COMPLIANT | 0.52% | AAOIFI43.8% Usmani51.2% Dow Jones Islamic74.1% S&P Shariah90.9% MSCI Islamic50.3% MSCI Islamic M-Series90.9% FTSE Shariah49.5% |
| GRF.MC GRIFOLS SA | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EFXT ENERFLEX INC | COMPLIANT | 0.52% | AAOIFI15.5% Usmani21.6% Dow Jones Islamic35.3% S&P Shariah44.5% MSCI Islamic21.6% MSCI Islamic M-Series44.5% FTSE Shariah21.6% |
| PENN PENN ENTERTAINMENT INC | NON_COMPLIANT | 0.52% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| STONEX ESCROW ISSUER LLC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| UPBOUND GROUP INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| ADAMS HOMES INC | UNSCREENED | 0.52% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.51% | no in-house ratios for this holding |
| MIWD HLDCO II/MIWD FIN | UNSCREENED | 0.51% | no in-house ratios for this holding |
| VAL VALARIS LTD | COMPLIANT | 0.51% | AAOIFI18.9% Usmani21.4% Dow Jones Islamic27.9% S&P Shariah26.0% MSCI Islamic21.4% MSCI Islamic M-Series26.0% FTSE Shariah20.0% |
| ING ING GROEP NV | NON_COMPLIANT | 0.51% | 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 | 0.51% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.51% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| SONIC AUTOMOTIVE INC | UNSCREENED | 0.51% | no in-house ratios for this holding |
| USI INC/NY | UNSCREENED | 0.51% | no in-house ratios for this holding |
| BOND US BIDCO 1/2/3/G1/2 | UNSCREENED | 0.51% | no in-house ratios for this holding |
| CONSENSUS CLOUD SOLUTION | UNSCREENED | 0.51% | no in-house ratios for this holding |
| NEXSTAR MEDIA INC | UNSCREENED | 0.51% | no in-house ratios for this holding |
| HARVEST MIDSTREAM I LP | UNSCREENED | 0.51% | no in-house ratios for this holding |
| TPB TURNING POINT BRANDS INC | COMPLIANT | 0.51% | AAOIFI19.7% Usmani34.4% Dow Jones Islamic20.0% S&P Shariah25.7% MSCI Islamic34.4% MSCI Islamic M-Series25.7% FTSE Shariah34.4% |
| CHRD CHORD ENERGY CORP | COMPLIANT | 0.51% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| HROW HARROW INC | COMPLIANT | 0.50% | AAOIFI21.7% Usmani74.0% Dow Jones Islamic22.2% S&P Shariah29.2% MSCI Islamic74.0% MSCI Islamic M-Series29.2% FTSE Shariah72.0% |
| HAWAIIAN ELEC CO | UNSCREENED | 0.50% | no in-house ratios for this holding |
| AMWINS GROUP INC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| EMRLD BOR / EMRLD CO-ISS | UNSCREENED | 0.50% | no in-house ratios for this holding |
| LSF12 HELIX PARENT LLC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| QUIKRETE HOLDINGS INC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 0.50% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| RITM RITHM CAPITAL CORP | NON_COMPLIANT | 0.50% | AAOIFI532.0% Usmani55.3% Dow Jones Islamic565.3% S&P Shariah611.2% MSCI Islamic55.3% MSCI Islamic M-Series611.2% FTSE Shariah55.3% |
| TWI TITAN INTERNATIONAL INC | NON_COMPLIANT | 0.50% | AAOIFI139.5% Usmani43.7% Dow Jones Islamic145.3% S&P Shariah127.2% MSCI Islamic43.5% MSCI Islamic M-Series127.2% FTSE Shariah36.5% |
| ROCKIES EXPRESS PIPELINE | UNSCREENED | 0.50% | no in-house ratios for this holding |
| ADIENT GLOBAL HOLDINGS | UNSCREENED | 0.50% | no in-house ratios for this holding |
| AHLSTROM HLDG 3 OY | UNSCREENED | 0.50% | no in-house ratios for this holding |
| WEATHERFORD INTERNATIONA | UNSCREENED | 0.49% | no in-house ratios for this holding |
| PODD INSULET CORPORATION | COMPLIANT | 0.49% | AAOIFI9.6% Usmani30.0% Dow Jones Islamic5.3% S&P Shariah5.9% MSCI Islamic30.0% MSCI Islamic M-Series5.9% FTSE Shariah30.0% |
| DAVE & BUSTER'S INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| WEX WEX INC | NON_COMPLIANT | 0.49% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| CALIFORNIA RESOURCES CRP | UNSCREENED | 0.49% | no in-house ratios for this holding |
| CRC INSURANCE GROUP LLC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| MAGNOLIA OIL GAS/MAG FIN | UNSCREENED | 0.49% | no in-house ratios for this holding |
| SEADRILL FINANCE LTD | UNSCREENED | 0.49% | no in-house ratios for this holding |
| WASTE PRO USA INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| SMG SCOTTS MIRACLE-GRO CO | NON_COMPLIANT | 0.48% | AAOIFI71.9% Usmani79.0% Dow Jones Islamic70.4% S&P Shariah73.0% MSCI Islamic78.6% MSCI Islamic M-Series73.0% FTSE Shariah66.7% |
| PFSI PENNYMAC FIN SVCS INC | NON_COMPLIANT | 0.48% | AAOIFI169.1% Usmani21.2% Dow Jones Islamic120.8% S&P Shariah129.5% MSCI Islamic21.2% MSCI Islamic M-Series129.5% FTSE Shariah21.2% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.48% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| CLYDESDALE ACQUISITION | UNSCREENED | 0.48% | no in-house ratios for this holding |
| VERITIV OPERATING CO | UNSCREENED | 0.48% | no in-house ratios for this holding |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.48% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| CUSHMAN & WAKEFIELD US | UNSCREENED | 0.48% | no in-house ratios for this holding |
| CALDERYS FINANCING LLC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| RAIN CARBON INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| ALBION FINANCING 1SARL / | UNSCREENED | 0.48% | no in-house ratios for this holding |
| PHIN PHINIA INC | NON_COMPLIANT | 0.47% | AAOIFI40.7% Usmani26.3% Dow Jones Islamic45.6% S&P Shariah51.0% MSCI Islamic26.3% MSCI Islamic M-Series51.0% FTSE Shariah25.2% |
| ACA ARCOSA INC | COMPLIANT | 0.47% | AAOIFI21.0% Usmani28.5% Dow Jones Islamic28.9% S&P Shariah31.5% MSCI Islamic28.5% MSCI Islamic M-Series31.5% FTSE Shariah27.1% |
| SEAGATE DATA STOR | UNSCREENED | 0.47% | no in-house ratios for this holding |
| PARK INTERMED HOLDINGS | UNSCREENED | 0.47% | no in-house ratios for this holding |
| WAND NEWCO 3 INC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| CONCENTRA HEALTH SERVICE | UNSCREENED | 0.46% | no in-house ratios for this holding |
| HOWDEN UK REFINANCE / US | UNSCREENED | 0.45% | no in-house ratios for this holding |
| 1261229 BC LTD | UNSCREENED | 0.45% | no in-house ratios for this holding |
| EW SCRIPPS CO | UNSCREENED | 0.45% | no in-house ratios for this holding |
| CQP HOLDCO LP/BIP-V CHIN | UNSCREENED | 0.44% | no in-house ratios for this holding |
| DBR LAND HOLDINGS LLC | UNSCREENED | 0.44% | no in-house ratios for this holding |
| PAPA JOHN'S INTERNATIONA | UNSCREENED | 0.44% | no in-house ratios for this holding |
| BAUSCH + LOMB CORP | UNSCREENED | 0.43% | no in-house ratios for this holding |
| KNF KNIFE RIVER CORP | NON_COMPLIANT | 0.42% | AAOIFI47.9% Usmani39.9% Dow Jones Islamic34.9% S&P Shariah37.4% MSCI Islamic39.9% MSCI Islamic M-Series37.4% FTSE Shariah38.7% |
| PAR PETROLEUM LLC | UNSCREENED | 0.42% | no in-house ratios for this holding |
| FIRST CITIZENS BANCSHARE | UNSCREENED | 0.42% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.42% | no in-house ratios for this holding |
| GOLAR LNG LTD | UNSCREENED | 0.42% | no in-house ratios for this holding |
| TELESAT CANADA/TELESAT L | UNSCREENED | 0.41% | no in-house ratios for this holding |
| CABLE ONE INC | UNSCREENED | 0.41% | no in-house ratios for this holding |
| SOTHEBY'S | UNSCREENED | 0.41% | no in-house ratios for this holding |
| SESI LLC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| WR GRACE HOLDING LLC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| LINDBLAD EXPEDITIONS LLC | UNSCREENED | 0.40% | no in-house ratios for this holding |
| AETHON UN/AETHIN UN FIN | UNSCREENED | 0.39% | no in-house ratios for this holding |
| PODS LLC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| BLOCK COMMUNICATIONS INC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.39% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| MEDLINE BORROWER LP | UNSCREENED | 0.39% | no in-house ratios for this holding |
| COMMERCIAL METALS CO | UNSCREENED | 0.39% | no in-house ratios for this holding |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.39% | no in-house ratios for this holding |
| SUMMER BC HOLDCO B SARL | UNSCREENED | 0.38% | no in-house ratios for this holding |
| JONES DESLAURIERS INSURA | UNSCREENED | 0.38% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.38% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| WBI OPERATING LLC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| AMENTUM HOLDINGS INC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| PEB PEBBLEBROOK HOTEL TRUST | NON_COMPLIANT | 0.37% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| RYAN SPECIALTY | UNSCREENED | 0.34% | no in-house ratios for this holding |
| NOBLE FINANCE II LLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| SPECIALTY BUILDING PRODU | UNSCREENED | 0.34% | no in-house ratios for this holding |
| TRIVIUM PACKAGING FIN | UNSCREENED | 0.33% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.33% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| COUGAR JV SUBSIDIARY LLC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| VENTURE GLOBAL LNG INC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| ITT HOLDINGS LLC | UNSCREENED | 0.31% | no in-house ratios for this holding |
| CHAMPIONS FINANCING INC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| VZ SECURED FINANCING BV | UNSCREENED | 0.29% | no in-house ratios for this holding |
| SOTHEBY'S/BIDFAIR HLD | UNSCREENED | 0.29% | no in-house ratios for this holding |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.27% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| PBF HOLDING CO LLC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CMG MEDIA CORPORATION | UNSCREENED | 0.26% | no in-house ratios for this holding |
| XRX XEROX HOLDINGS CORP | NON_COMPLIANT | 0.26% | AAOIFI925.2% Usmani43.4% Dow Jones Islamic739.1% S&P Shariah461.5% MSCI Islamic43.4% MSCI Islamic M-Series461.5% FTSE Shariah43.4% |
| FSK FS KKR CAPITAL CORP | NON_COMPLIANT | 0.26% | AAOIFI191.2% Usmani54.0% Dow Jones Islamic162.1% S&P Shariah164.5% MSCI Islamic54.0% MSCI Islamic M-Series164.5% FTSE Shariah54.0% |
| IPCO.TO INTERNATIONAL PETROLEUM | COMPLIANT | 0.26% | AAOIFI16.7% Usmani24.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic24.6% MSCI Islamic M-Seriespass FTSE Shariah24.6% |
| SWORD PURCHASER LLC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| TALOS PRODUCTION INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| WNC WABASH NATIONAL CORP | NON_COMPLIANT | 0.26% | AAOIFI105.1% Usmani43.2% Dow Jones Islamic110.5% S&P Shariah81.3% MSCI Islamic43.2% MSCI Islamic M-Series81.3% FTSE Shariah40.5% |
| TRANSDIGM INC | UNSCREENED | 0.26% | no in-house ratios for this holding |
| TRANSOCEAN INTERNTNL LTD | UNSCREENED | 0.26% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| MATV MATIV HOLDINGS INC | NON_COMPLIANT | 0.25% | AAOIFI146.0% Usmani52.0% Dow Jones Islamic190.0% S&P Shariah165.7% MSCI Islamic51.2% MSCI Islamic M-Series165.7% FTSE Shariah49.0% |
| WGO WINNEBAGO INDUSTRIES | NON_COMPLIANT | 0.25% | AAOIFI55.3% Usmani23.4% Dow Jones Islamic44.9% S&P Shariah37.4% MSCI Islamic23.4% MSCI Islamic M-Series37.4% FTSE Shariah21.7% |
| PINNACLE FINANCL PARTNRS | UNSCREENED | 0.25% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| NOBLE FINANCE II LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| SOTERA HEALTH HLDGS LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| WEATHERFORD INTERNATIONA | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GTN GRAY MEDIA INC | NON_COMPLIANT | 0.22% | AAOIFI1180.6% Usmani56.4% Dow Jones Islamic1327.9% S&P Shariah1203.9% MSCI Islamic56.4% MSCI Islamic M-Series1203.9% FTSE Shariah55.6% |
| WHIRLPOOL CORP | UNSCREENED | 0.21% | no in-house ratios for this holding |
| MEDLINE BORROWER/MEDL CO | UNSCREENED | 0.21% | no in-house ratios for this holding |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.20% | no in-house ratios for this holding |
| EFOR EVERFORTH INC | NON_COMPLIANT | 0.18% | AAOIFI112.1% Usmani37.2% Dow Jones Islamic63.4% S&P Shariah49.8% MSCI Islamic37.2% MSCI Islamic M-Series49.8% FTSE Shariah35.7% |
| AMERICAN AXLE & MFG INC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ELV Elevance Health Inc | NON_COMPLIANT | 0.13% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| SWK Stanley Black & Decker Inc | NON_COMPLIANT | 0.13% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| D Dominion Energy Inc | NON_COMPLIANT | 0.13% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| ENSTAR GROUP LTD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SPECIALTY BUILDINGS PROD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| TRIVIUM PACKAGING FIN | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CMCSA Comcast Corp | NON_COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NCMI National CineMedia Inc | QUESTIONABLE | 0.11% | AAOIFI10.5% Usmani4.9% Dow Jones Islamic5.2% S&P Shariah5.1% MSCI Islamic4.9% MSCI Islamic M-Series5.1% FTSE Shariah2.7% |
| CSC HOLDINGS LLC | UNSCREENED | 0.10% | no in-house ratios for this holding |
| BHC.TO BAUSCH HEALTH COS INC | NON_COMPLIANT | 0.10% | AAOIFI979.7% Usmani83.7% Dow Jones Islamic625.0% S&P Shariah598.1% MSCI Islamic83.7% MSCI Islamic M-Series598.1% FTSE Shariah83.7% |
| ILLUMINATE BUYER/HLDG | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Conagra Brands Inc | UNSCREENED | 0.08% | no in-house ratios for this holding |
| WDAY Workday Inc | COMPLIANT | 0.06% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| METALS RECOVERY HOLDINGS LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TRINSEO LUX/TRINSEO NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| NCMI National CineMedia Inc | QUESTIONABLE | 0.00% | AAOIFI10.5% Usmani4.9% Dow Jones Islamic5.2% S&P Shariah5.1% MSCI Islamic4.9% MSCI Islamic M-Series5.1% FTSE Shariah2.7% |
The published standards disagree about this fund by 1 points of portfolio weight — 5.7% of it passes Usmani, 4.5% 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 5.4% ratios fail on 19.2% 74.9% not rated under AAOIFI
ratios pass on 5.7% ratios fail on 18.4% 75.4% not rated under Usmani
ratios pass on 4.9% ratios fail on 19.7% 74.9% not rated under Dow Jones Islamic
ratios pass on 4.9% ratios fail on 19.7% 74.9% not rated under S&P Shariah
ratios pass on 4.5% ratios fail on 19.6% 75.4% not rated under MSCI Islamic
ratios pass on 4.9% ratios fail on 19.7% 74.9% not rated under MSCI Islamic M-Series
ratios pass on 5.7% ratios fail on 18.4% 75.4% not rated under FTSE Shariah
53 of 203 listed holdings carry our own per-methodology verdicts (26% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 46 (20% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| GLE.PA SOCIETE GENERALE | 1.03% |
| LLOY.L LLOYDS BANKING GROUP PLC | 1.02% |
| CCL CARNIVAL CORP LTD | 0.99% |
| ACHC ACADIA HEALTHCARE CO INC | 0.89% |
| BNP.PA BNP PARIBAS | 0.79% |
| OLN OLIN CORP | 0.71% |
| BA BOEING CO/THE | 0.65% |
| ZIP ZIPRECRUITER INC | 0.64% |
| OII OCEANEERING INTL INC | 0.64% |
| ENR ENERGIZER HOLDINGS INC | 0.63% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Hotchkis and Wiley High Yield Fund (HWHAX) 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 |
|---|---|---|
| JPMorgan US Government Money Mnot matched to a ticker | 3.35% | Not screened |
| CCO HLDGS LLC/CAP CORPnot matched to a ticker | 1.92% | Not screened |
| UKG INCnot matched to a ticker | 1.53% | Not screened |
| Authentic Brands Groupnot matched to a ticker | 1.33% | Not screened |
| GLE.PASOCIETE GENERALE | 1.03% | Non-compliant |
| LLOY.LLLOYDS BANKING GROUP PLC | 1.02% | Non-compliant |
| CYPRIUM CORP/CYPRIUM HOLnot matched to a ticker | 1.01% | Not screened |
| CCLCARNIVAL CORP LTD | 0.99% | Non-compliant |
| SCIL USA HOLDINGS LLCnot matched to a ticker | 0.97% | Not screened |
| WR GRACE HOLDING LLCnot matched to a ticker | 0.94% | Not screened |
Top 10 of 203 holdings, 14.1% 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 HWHAX. 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) | 39.00 | NEUTRAL |
| Stochastic %K (14) | 80.77 | SELL |
| CCI (20) | -28.95 | NEUTRAL |
| Williams %R (14) | -19.23 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.40 | BUY |
| Momentum (10) | 0.04 | BUY |
| EMA (10) | 10.09 | BUY |
| SMA (10) | 10.09 | BUY |
| EMA (20) | 10.12 | SELL |
| SMA (20) | 10.11 | SELL |
| EMA (30) | 10.15 | SELL |
| SMA (30) | 10.17 | SELL |
| EMA (50) | 10.18 | SELL |
| SMA (50) | 10.23 | SELL |
| EMA (100) | 10.19 | SELL |
| SMA (100) | 10.22 | SELL |
| EMA (200) | 10.14 | SELL |
| SMA (200) | 10.16 | 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.