Verdicts genuinely change. Free email alert the moment HWMZX'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 Mid-Cap Value Fund · HOTCHKIS & WILEY FUNDS/DE/
71 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 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 61.51% of portfolio weight is in non-compliant holdings, over the 5% threshold.
71 holdings, 51 matched (71% of weight). Portfolio as of 2026-06-30, filed 2026-08-11. Source: SEC Form N-PORT.
3.28% of this portfolio’s income is non-permissible — weighted across holdings, computed over 61% of portfolio weight (45 of 71 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.
10.8% compliant 0.0% questionable 60.4% non-compliant 28.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| First American Government Obli | UNSCREENED | 4.62% | no in-house ratios for this holding |
| WDAY Workday Inc | COMPLIANT | 4.24% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| American International Group I | UNSCREENED | 3.70% | no in-house ratios for this holding |
| KOS Kosmos Energy Ltd | NON_COMPLIANT | 3.53% | AAOIFI162.1% Usmani62.3% Dow Jones Islamic221.3% S&P Shariah151.6% MSCI Islamic62.3% MSCI Islamic M-Series151.6% FTSE Shariah62.0% |
| APA APA Corp | NON_COMPLIANT | 3.51% | AAOIFI25.9% Usmani21.6% Dow Jones Islamic42.6% S&P Shariah41.4% MSCI Islamic21.6% MSCI Islamic M-Series41.4% FTSE Shariah20.8% |
| FLR Fluor Corp | NON_COMPLIANT | 3.38% | AAOIFI15.0% Usmani14.2% Dow Jones Islamic14.5% S&P Shariah15.0% MSCI Islamic14.2% MSCI Islamic M-Series15.0% FTSE Shariah14.2% |
| SLM SLM Corp | NON_COMPLIANT | 3.35% | AAOIFI118.3% Usmani20.4% Dow Jones Islamic109.5% S&P Shariah119.8% MSCI Islamic20.4% MSCI Islamic M-Series119.8% FTSE Shariah20.4% |
| BPOP Popular Inc | NON_COMPLIANT | 2.81% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CNC Centene Corp | NON_COMPLIANT | 2.71% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| UHS Universal Health Services Inc | NON_COMPLIANT | 2.36% | AAOIFI52.8% Usmani33.0% Dow Jones Islamic45.9% S&P Shariah48.2% MSCI Islamic33.0% MSCI Islamic M-Series48.2% FTSE Shariah30.4% |
| Crescent Energy Co | UNSCREENED | 2.29% | no in-house ratios for this holding |
| SWK Stanley Black & Decker Inc | NON_COMPLIANT | 2.17% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| U-Haul Holding Co | UNSCREENED | 2.08% | no in-house ratios for this holding |
| OLN Olin Corp | NON_COMPLIANT | 2.05% | AAOIFI167.1% Usmani45.8% Dow Jones Islamic116.6% S&P Shariah89.2% MSCI Islamic45.8% MSCI Islamic M-Series89.2% FTSE Shariah40.7% |
| WPP.L WPP PLC | NON_COMPLIANT | 2.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahpass |
| FISV Fiserv Inc | NON_COMPLIANT | 2.05% | AAOIFI99.4% Usmani34.6% Dow Jones Islamic38.9% S&P Shariah36.9% MSCI Islamic34.6% MSCI Islamic M-Series36.9% FTSE Shariah34.5% |
| ALLY Ally Financial Inc | NON_COMPLIANT | 1.89% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| Mount Vernon Liquid Assets Portfolio, LLC | UNSCREENED | 1.84% | no in-house ratios for this holding |
| OVV Ovintiv Inc | NON_COMPLIANT | 1.78% | AAOIFI27.8% Usmani26.1% Dow Jones Islamic41.7% S&P Shariah41.7% MSCI Islamic25.5% MSCI Islamic M-Series41.7% FTSE Shariah19.2% |
| Zions Bancorp NA | UNSCREENED | 1.71% | no in-house ratios for this holding |
| OMC Omnicom Group Inc | NON_COMPLIANT | 1.71% | AAOIFI50.5% Usmani22.5% Dow Jones Islamic63.9% S&P Shariah66.1% MSCI Islamic22.5% MSCI Islamic M-Series66.1% FTSE Shariah18.7% |
| CNH Industrial NV | UNSCREENED | 1.60% | no in-house ratios for this holding |
| ADNT Adient PLC | NON_COMPLIANT | 1.58% | AAOIFI171.1% Usmani29.5% Dow Jones Islamic163.5% S&P Shariah130.4% MSCI Islamic29.5% MSCI Islamic M-Series130.4% FTSE Shariah26.6% |
| HUM Humana Inc | NON_COMPLIANT | 1.58% | AAOIFI30.1% Usmani26.3% Dow Jones Islamic44.9% S&P Shariah38.8% MSCI Islamic26.3% MSCI Islamic M-Series38.8% FTSE Shariah25.3% |
| VAC Marriott Vacations Worldwide C | NON_COMPLIANT | 1.57% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| First Citizens BancShares Inc/ | UNSCREENED | 1.54% | no in-house ratios for this holding |
| Alexandria Real Estate Equitie | UNSCREENED | 1.53% | no in-house ratios for this holding |
| HLF Herbalife Ltd | NON_COMPLIANT | 1.51% | AAOIFI169.9% Usmani77.1% Dow Jones Islamic206.9% S&P Shariah201.9% MSCI Islamic77.1% MSCI Islamic M-Series201.9% FTSE Shariah70.5% |
| MG.TO Magna International Inc | NON_COMPLIANT | 1.48% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| DOX Amdocs Ltd | COMPLIANT | 1.44% | AAOIFI12.6% Usmani12.4% Dow Jones Islamic9.2% S&P Shariah8.9% MSCI Islamic12.4% MSCI Islamic M-Series8.9% FTSE Shariah10.1% |
| Brink's Co/The | UNSCREENED | 1.35% | no in-house ratios for this holding |
| WEX WEX Inc | NON_COMPLIANT | 1.32% | AAOIFI56.3% Usmani21.7% Dow Jones Islamic61.0% S&P Shariah53.6% MSCI Islamic21.7% MSCI Islamic M-Series53.6% FTSE Shariah21.7% |
| Fidelity National Information | UNSCREENED | 1.26% | no in-house ratios for this holding |
| CDW Corp/DE | UNSCREENED | 1.17% | no in-house ratios for this holding |
| CRC California Resources Corp | COMPLIANT | 1.16% | AAOIFI28.0% Usmani19.0% Dow Jones Islamic31.5% S&P Shariah34.1% MSCI Islamic19.0% MSCI Islamic M-Series34.1% FTSE Shariah18.0% |
| ManpowerGroup Inc | UNSCREENED | 1.15% | no in-house ratios for this holding |
| CTSH Cognizant Technology Solutions | COMPLIANT | 1.15% | AAOIFI4.0% Usmani5.4% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic5.3% MSCI Islamic M-Series3.2% FTSE Shariah2.8% |
| CRBG Corebridge Financial Inc | NON_COMPLIANT | 1.15% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| RHI Robert Half Inc | COMPLIANT | 1.10% | AAOIFI6.0% Usmani8.4% Dow Jones Islamic6.0% S&P Shariah4.9% MSCI Islamic8.4% MSCI Islamic M-Series4.9% FTSE Shariah0.0% |
| GEHC GE HealthCare Technologies Inc | NON_COMPLIANT | 1.08% | AAOIFI34.9% Usmani28.5% Dow Jones Islamic30.2% S&P Shariah30.1% MSCI Islamic28.4% MSCI Islamic M-Series30.1% FTSE Shariah27.3% |
| SJM J M Smucker Co/The | NON_COMPLIANT | 1.04% | AAOIFI48.0% Usmani41.6% Dow Jones Islamic60.6% S&P Shariah60.2% MSCI Islamic41.6% MSCI Islamic M-Series60.2% FTSE Shariah40.4% |
| D Dominion Energy Inc | NON_COMPLIANT | 1.02% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| KHC Kraft Heinz Co/The | NON_COMPLIANT | 1.01% | AAOIFI64.5% Usmani26.0% Dow Jones Islamic63.2% S&P Shariah58.9% MSCI Islamic26.0% MSCI Islamic M-Series58.9% FTSE Shariah26.0% |
| SOLV Solventum Corp | NON_COMPLIANT | 1.01% | AAOIFI32.5% Usmani37.1% Dow Jones Islamic39.6% S&P Shariah41.1% MSCI Islamic35.7% MSCI Islamic M-Series41.1% FTSE Shariah35.7% |
| Whirlpool Corp | UNSCREENED | 0.95% | no in-house ratios for this holding |
| LAD Lithia Motors Inc | NON_COMPLIANT | 0.93% | AAOIFI123.1% Usmani39.9% Dow Jones Islamic131.6% S&P Shariah134.2% MSCI Islamic39.9% MSCI Islamic M-Series134.2% FTSE Shariah37.4% |
| STT State Street Corp | NON_COMPLIANT | 0.86% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LDOS Leidos Holdings Inc | NON_COMPLIANT | 0.82% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| JAZZ Jazz Pharmaceuticals PLC | COMPLIANT | 0.80% | AAOIFI31.0% Usmani39.7% Dow Jones Islamic44.2% S&P Shariah48.5% MSCI Islamic39.7% MSCI Islamic M-Series48.5% FTSE Shariah39.3% |
| ICLR ICON PLC | COMPLIANT | 0.80% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| BMRN BioMarin Pharmaceutical Inc | NON_COMPLIANT | 0.78% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VGNT Versigent PLC | NON_COMPLIANT | 0.70% | AAOIFI75.4% Usmani48.0% Dow Jones Islamic— S&P Shariah— MSCI Islamic45.2% MSCI Islamic M-Series— FTSE Shariah41.5% |
| PPL PPL Corp | NON_COMPLIANT | 0.67% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| APTV Aptiv PLC | NON_COMPLIANT | 0.67% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PEB Pebblebrook Hotel Trust | NON_COMPLIANT | 0.62% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| TAP Molson Coors Beverage Co | NON_COMPLIANT | 0.62% | AAOIFI103.6% Usmani32.6% Dow Jones Islamic93.0% S&P Shariah89.1% MSCI Islamic32.4% MSCI Islamic M-Series89.1% FTSE Shariah31.5% |
| NRG NRG Energy Inc | NON_COMPLIANT | 0.58% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| EEFT Euronet Worldwide Inc | NON_COMPLIANT | 0.56% | AAOIFI101.6% Usmani43.2% Dow Jones Islamic75.9% S&P Shariah70.3% MSCI Islamic43.2% MSCI Islamic M-Series70.3% FTSE Shariah40.9% |
| CFG Citizens Financial Group Inc | NON_COMPLIANT | 0.56% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| Conagra Brands Inc | UNSCREENED | 0.54% | no in-house ratios for this holding |
| AVT Avnet Inc | NON_COMPLIANT | 0.54% | AAOIFI46.0% Usmani22.5% Dow Jones Islamic70.8% S&P Shariah74.3% MSCI Islamic22.5% MSCI Islamic M-Series74.3% FTSE Shariah20.8% |
| STZ Constellation Brands Inc | NON_COMPLIANT | 0.53% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| HUN Huntsman Corp | NON_COMPLIANT | 0.50% | AAOIFI147.4% Usmani34.9% Dow Jones Islamic109.6% S&P Shariah90.4% MSCI Islamic34.9% MSCI Islamic M-Series90.4% FTSE Shariah28.8% |
| Ericsson | UNSCREENED | 0.49% | no in-house ratios for this holding |
| AGCO Corp | UNSCREENED | 0.48% | no in-house ratios for this holding |
| LEA Lear Corp | NON_COMPLIANT | 0.47% | AAOIFI55.2% Usmani22.4% Dow Jones Islamic62.9% S&P Shariah58.1% MSCI Islamic22.4% MSCI Islamic M-Series58.1% FTSE Shariah17.5% |
| Capri Holdings Ltd | UNSCREENED | 0.47% | no in-house ratios for this holding |
| MUR Murphy Oil Corp | NON_COMPLIANT | 0.39% | AAOIFI43.3% Usmani22.0% Dow Jones Islamic53.3% S&P Shariah47.5% MSCI Islamic22.0% MSCI Islamic M-Series47.5% FTSE Shariah15.1% |
| Goodyear Tire & Rubber Co/The | UNSCREENED | 0.32% | no in-house ratios for this holding |
| FFIV F5 Inc | COMPLIANT | 0.28% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Upbound Group Inc | UNSCREENED | 0.24% | no in-house ratios for this holding |
The published standards disagree about this fund by 21 points of portfolio weight — 29.1% of it passes FTSE Shariah, 8.4% passes MSCI Islamic M-Series. 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 14.5% ratios fail on 54.8% 32.5% not rated under AAOIFI
ratios pass on 26.9% ratios fail on 41.1% 33.9% not rated under Usmani
ratios pass on 10.4% ratios fail on 57.5% 34.0% not rated under Dow Jones Islamic
ratios pass on 11.7% ratios fail on 56.1% 34.0% not rated under S&P Shariah
ratios pass on 18.9% ratios fail on 49.0% 33.9% not rated under MSCI Islamic
ratios pass on 8.4% ratios fail on 59.4% 34.0% not rated under MSCI Islamic M-Series
ratios pass on 29.1% ratios fail on 38.9% 33.9% not rated under FTSE Shariah
51 of 71 listed holdings carry our own per-methodology verdicts (72% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 46 (67% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Hotchkis and Wiley Mid-Cap Value Fund (HWMZX) 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 |
|---|---|---|
| First American Government Oblinot matched to a ticker | 4.62% | Not screened |
| WDAYWorkday Inc | 4.24% | Compliant |
| American International Group Inot matched to a ticker | 3.70% | Not screened |
| KOSKosmos Energy Ltd | 3.53% | Non-compliant |
| APAAPA Corp | 3.51% | Non-compliant |
| FLRFluor Corp | 3.38% | Non-compliant |
| SLMSLM Corp | 3.35% | Non-compliant |
| BPOPPopular Inc | 2.81% | Non-compliant |
| CNCCentene Corp | 2.71% | Non-compliant |
| UHSUniversal Health Services Inc | 2.36% | Non-compliant |
Top 10 of 71 holdings, 34.2% 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 HWMZX. 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 2 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) | 51.20 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 44.90 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.14 | BUY |
| ROC (10) | 2.40 | BUY |
| Momentum (10) | 1.66 | BUY |
| EMA (10) | 70.17 | BUY |
| SMA (10) | 69.78 | BUY |
| EMA (20) | 70.57 | BUY |
| SMA (20) | 70.39 | BUY |
| EMA (30) | 70.89 | BUY |
| SMA (30) | 71.48 | SELL |
| EMA (50) | 70.89 | BUY |
| SMA (50) | 72.20 | SELL |
| EMA (100) | 69.52 | BUY |
| SMA (100) | 69.67 | BUY |
| EMA (200) | 66.11 | BUY |
| SMA (200) | 66.09 | 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.