Verdicts genuinely change. Free email alert the moment HWLZX'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 Large Cap Fundamental Value Fund · HOTCHKIS & WILEY FUNDS/DE/
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 106% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 56.15% of portfolio weight is in non-compliant holdings, over the 5% threshold.
61 holdings, 49 matched (77% of weight). Portfolio as of 2026-06-30, filed 2026-08-11. Source: SEC Form N-PORT.
4.15% of this portfolio’s income is non-permissible — weighted across holdings, computed over 66% of portfolio weight (43 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.
23.0% compliant 1.1% questionable 52.8% non-compliant 23.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | UNSCREENED | 6.30% | no in-house ratios for this holding |
| WDAY Workday Inc | COMPLIANT | 4.78% | 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 | 4.18% | AAOIFI3.5% Usmani13.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic10.6% MSCI Islamic M-Series3.4% FTSE Shariah10.6% |
| APA APA Corp | NON_COMPLIANT | 3.69% | AAOIFI25.9% Usmani21.6% Dow Jones Islamic42.6% S&P Shariah41.4% MSCI Islamic21.6% MSCI Islamic M-Series41.4% FTSE Shariah20.8% |
| FFIV F5 Inc | COMPLIANT | 3.37% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| American International Group I | UNSCREENED | 3.17% | no in-house ratios for this holding |
| GEHC GE HealthCare Technologies Inc | NON_COMPLIANT | 2.97% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| ELV Elevance Health Inc | NON_COMPLIANT | 2.96% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| CMCSA Comcast Corp | NON_COMPLIANT | 2.75% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PPG PPG Industries Inc | COMPLIANT | 2.61% | AAOIFI31.6% Usmani34.8% Dow Jones Islamic30.9% S&P Shariah29.1% MSCI Islamic34.7% MSCI Islamic M-Series29.1% FTSE Shariah32.1% |
| Ericsson | UNSCREENED | 2.52% | no in-house ratios for this holding |
| US Bancorp | UNSCREENED | 2.48% | no in-house ratios for this holding |
| C Citigroup Inc | NON_COMPLIANT | 2.46% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| CDW Corp/DE | UNSCREENED | 2.37% | no in-house ratios for this holding |
| MG.TO Magna International Inc | NON_COMPLIANT | 2.30% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| D Dominion Energy Inc | NON_COMPLIANT | 2.30% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 2.20% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| GM General Motors Co | NON_COMPLIANT | 2.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CNH Industrial NV | UNSCREENED | 1.96% | no in-house ratios for this holding |
| CI Cigna Group/The | NON_COMPLIANT | 1.95% | AAOIFI42.7% Usmani20.3% Dow Jones Islamic40.5% S&P Shariah38.8% MSCI Islamic20.3% MSCI Islamic M-Series38.8% FTSE Shariah20.3% |
| TFC Truist Financial Corp | NON_COMPLIANT | 1.89% | AAOIFI110.7% Usmani12.6% Dow Jones Islamic124.2% S&P Shariah135.1% MSCI Islamic12.6% MSCI Islamic M-Series135.1% FTSE Shariah12.6% |
| SWK Stanley Black & Decker Inc | NON_COMPLIANT | 1.82% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| OMC Omnicom Group Inc | NON_COMPLIANT | 1.76% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| MDT Medtronic PLC | COMPLIANT | 1.73% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 1.64% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| SHEL Shell PLC | NON_COMPLIANT | 1.57% | AAOIFI38.4% Usmani20.4% Dow Jones Islamic17.6% S&P Shariah18.0% MSCI Islamic20.4% MSCI Islamic M-Series18.0% FTSE Shariah20.4% |
| STT State Street Corp | NON_COMPLIANT | 1.55% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| OVV Ovintiv Inc | NON_COMPLIANT | 1.55% | AAOIFI27.8% Usmani26.1% Dow Jones Islamic41.7% S&P Shariah41.7% MSCI Islamic25.5% MSCI Islamic M-Series41.7% FTSE Shariah19.2% |
| PCAR PACCAR Inc | NON_COMPLIANT | 1.54% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FDX FedEx Corp | NON_COMPLIANT | 1.54% | AAOIFI55.5% Usmani43.2% Dow Jones Islamic60.9% S&P Shariah62.7% MSCI Islamic41.7% MSCI Islamic M-Series62.7% FTSE Shariah24.3% |
| FISV Fiserv Inc | NON_COMPLIANT | 1.52% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| SJM J M Smucker Co/The | NON_COMPLIANT | 1.51% | AAOIFI48.0% Usmani41.6% Dow Jones Islamic60.6% S&P Shariah60.2% MSCI Islamic41.6% MSCI Islamic M-Series60.2% FTSE Shariah40.4% |
| GPC Genuine Parts Co | NON_COMPLIANT | 1.51% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| CRBG Corebridge Financial Inc | NON_COMPLIANT | 1.46% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| Fidelity National Information | UNSCREENED | 1.44% | no in-house ratios for this holding |
| First American Government Obli | UNSCREENED | 1.38% | no in-house ratios for this holding |
| HUM Humana Inc | NON_COMPLIANT | 1.25% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| SLB Ltd | UNSCREENED | 1.17% | no in-house ratios for this holding |
| BAC Bank of America Corp | NON_COMPLIANT | 1.16% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| GOOG Alphabet Inc | QUESTIONABLE | 1.16% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| NSC Norfolk Southern Corp | COMPLIANT | 1.08% | AAOIFI22.6% Usmani36.8% Dow Jones Islamic27.1% S&P Shariah29.0% MSCI Islamic36.8% MSCI Islamic M-Series29.0% FTSE Shariah36.8% |
| MDLZ Mondelez International Inc | COMPLIANT | 1.06% | AAOIFI24.4% Usmani27.5% Dow Jones Islamic24.3% S&P Shariah23.4% MSCI Islamic26.9% MSCI Islamic M-Series23.4% FTSE Shariah25.8% |
| OLN Olin Corp | NON_COMPLIANT | 1.04% | AAOIFI167.1% Usmani45.8% Dow Jones Islamic116.6% S&P Shariah89.2% MSCI Islamic45.8% MSCI Islamic M-Series89.2% FTSE Shariah40.7% |
| GSK GSK PLC | COMPLIANT | 1.03% | 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 | 0.99% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| TEL TE Connectivity PLC | COMPLIANT | 0.99% | AAOIFI9.5% Usmani21.6% Dow Jones Islamic10.3% S&P Shariah11.2% MSCI Islamic21.6% MSCI Islamic M-Series11.2% FTSE Shariah21.6% |
| APTV Aptiv PLC | NON_COMPLIANT | 0.96% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| QCOM QUALCOMM Inc | COMPLIANT | 0.92% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| NOV NOV Inc | NON_COMPLIANT | 0.91% | AAOIFI27.3% Usmani21.0% Dow Jones Islamic35.8% S&P Shariah33.5% MSCI Islamic18.7% MSCI Islamic M-Series33.5% FTSE Shariah15.4% |
| STZ Constellation Brands Inc | NON_COMPLIANT | 0.83% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| UL Unilever PLC | COMPLIANT | 0.82% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| First Citizens BancShares Inc/ | UNSCREENED | 0.80% | no in-house ratios for this holding |
| CMI Cummins Inc | COMPLIANT | 0.77% | AAOIFI9.7% Usmani21.0% Dow Jones Islamic12.1% S&P Shariah14.2% MSCI Islamic21.0% MSCI Islamic M-Series14.2% FTSE Shariah19.3% |
| HII Huntington Ingalls Industries | NON_COMPLIANT | 0.74% | AAOIFI25.6% Usmani23.1% Dow Jones Islamic27.0% S&P Shariah28.2% MSCI Islamic23.1% MSCI Islamic M-Series28.2% FTSE Shariah21.3% |
| ZBH Zimmer Biomet Holdings Inc | NON_COMPLIANT | 0.70% | AAOIFI40.7% Usmani32.8% Dow Jones Islamic39.1% S&P Shariah36.3% MSCI Islamic32.8% MSCI Islamic M-Series36.3% FTSE Shariah32.8% |
| COP ConocoPhillips | COMPLIANT | 0.68% | AAOIFI14.4% Usmani18.7% Dow Jones Islamic19.1% S&P Shariah18.8% MSCI Islamic18.7% MSCI Islamic M-Series18.8% FTSE Shariah18.7% |
| Alexandria Real Estate Equitie | UNSCREENED | 0.49% | no in-house ratios for this holding |
| LMT Lockheed Martin Corp | NON_COMPLIANT | 0.49% | AAOIFI16.6% Usmani32.9% Dow Jones Islamic17.6% S&P Shariah18.2% MSCI Islamic32.9% MSCI Islamic M-Series18.2% FTSE Shariah32.9% |
| PPL PPL Corp | NON_COMPLIANT | 0.47% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| Check Point Software Technolog | UNSCREENED | 0.44% | no in-house ratios for this holding |
| CTSH Cognizant Technology Solutions | COMPLIANT | 0.43% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
The published standards disagree about this fund by 20 points of portfolio weight — 48.5% of it passes FTSE Shariah, 28.6% 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 28.6% ratios fail on 44.5% 33.2% not rated under AAOIFI
ratios pass on 44.3% ratios fail on 20.9% 41.1% not rated under Usmani
ratios pass on 28.7% ratios fail on 43.5% 34.1% not rated under Dow Jones Islamic
ratios pass on 28.7% ratios fail on 41.3% 36.2% not rated under S&P Shariah
ratios pass on 35.7% ratios fail on 27.4% 43.2% not rated under MSCI Islamic
ratios pass on 28.7% ratios fail on 43.5% 34.1% not rated under MSCI Islamic M-Series
ratios pass on 48.5% ratios fail on 15.7% 42.0% not rated under FTSE Shariah
49 of 61 listed holdings carry our own per-methodology verdicts (82% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 44 (71% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| APA APA Corp | 3.69% |
| GEHC GE HealthCare Technologies Inc | 2.97% |
| ELV Elevance Health Inc | 2.96% |
| CMCSA Comcast Corp | 2.75% |
| C Citigroup Inc | 2.46% |
| MG.TO Magna International Inc | 2.30% |
| D Dominion Energy Inc | 2.30% |
| WFC Wells Fargo & Co | 2.20% |
| GM General Motors Co | 2.14% |
| CI Cigna Group/The | 1.95% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Hotchkis and Wiley Large Cap Fundamental Value Fund (HWLZX) 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 |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLCnot matched to a ticker | 6.30% | Not screened |
| WDAYWorkday Inc | 4.78% | Compliant |
| SAPSAP SE | 4.18% | Compliant |
| APAAPA Corp | 3.69% | Non-compliant |
| FFIVF5 Inc | 3.37% | Compliant |
| American International Group Inot matched to a ticker | 3.17% | Not screened |
| GEHCGE HealthCare Technologies Inc | 2.97% | Non-compliant |
| ELVElevance Health Inc | 2.96% | Non-compliant |
| CMCSAComcast Corp | 2.75% | Non-compliant |
| PPGPPG Industries Inc | 2.61% | Compliant |
Top 10 of 61 holdings, 36.8% 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 HWLZX. 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) | 50.30 | NEUTRAL |
| Stochastic %K (14) | 88.24 | SELL |
| CCI (20) | 17.66 | NEUTRAL |
| Williams %R (14) | -11.76 | SELL |
| MACD (12,26,9) | 0.06 | BUY |
| ROC (10) | 1.44 | BUY |
| Momentum (10) | 0.72 | BUY |
| EMA (10) | 50.22 | BUY |
| SMA (10) | 49.92 | BUY |
| EMA (20) | 50.51 | BUY |
| SMA (20) | 50.51 | BUY |
| EMA (30) | 50.71 | SELL |
| SMA (30) | 51.15 | SELL |
| EMA (50) | 50.70 | SELL |
| SMA (50) | 51.44 | SELL |
| EMA (100) | 49.92 | BUY |
| SMA (100) | 50.02 | BUY |
| EMA (200) | 48.10 | BUY |
| SMA (200) | 48.04 | 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.