Verdicts genuinely change. Free email alert the moment HWVAX'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 Small Cap Diversified Value Fund · HOTCHKIS & WILEY FUNDS/DE/
351 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 58.41% of portfolio weight is in non-compliant holdings, over the 5% threshold.
351 holdings, 263 matched (74% of weight). Portfolio as of 2026-06-30, filed 2026-08-11. Source: SEC Form N-PORT.
2.46% of this portfolio’s income is non-permissible — weighted across holdings, computed over 52% of portfolio weight (184 of 351 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.
16.3% compliant 0.4% questionable 57.2% non-compliant 26.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| CENT Central Garden & Pet Co | NON_COMPLIANT | 0.20% | AAOIFI60.7% Usmani37.2% Dow Jones Islamic61.0% S&P Shariah60.1% MSCI Islamic37.2% MSCI Islamic M-Series60.1% FTSE Shariah31.5% |
| KE Kimball Electronics Inc | COMPLIANT | 0.20% | AAOIFI26.1% Usmani16.4% Dow Jones Islamic31.9% S&P Shariah32.0% MSCI Islamic16.4% MSCI Islamic M-Series32.0% FTSE Shariah14.9% |
| REZI Resideo Technologies Inc | NON_COMPLIANT | 0.20% | AAOIFI130.9% Usmani44.5% Dow Jones Islamic92.2% S&P Shariah104.2% MSCI Islamic44.5% MSCI Islamic M-Series104.2% FTSE Shariah40.7% |
| GIC Global Industrial Co | COMPLIANT | 0.20% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariah— |
| Korn Ferry | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Farmers National Banc Corp | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Community Trust Bancorp Inc | UNSCREENED | 0.20% | no in-house ratios for this holding |
| COLM Columbia Sportswear Co | COMPLIANT | 0.20% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SBSI Southside Bancshares Inc | NON_COMPLIANT | 0.20% | AAOIFI21.2% Usmani2.4% Dow Jones Islamic23.2% S&P Shariah24.2% MSCI Islamic2.4% MSCI Islamic M-Series24.2% FTSE Shariah2.4% |
| JBI Janus International Group Inc | NON_COMPLIANT | 0.20% | AAOIFI89.6% Usmani47.6% Dow Jones Islamic59.6% S&P Shariah47.3% MSCI Islamic47.5% MSCI Islamic M-Series47.3% FTSE Shariah41.6% |
| Macy's Inc | UNSCREENED | 0.20% | no in-house ratios for this holding |
| FOXF Fox Factory Holding Corp | NON_COMPLIANT | 0.20% | AAOIFI59.3% Usmani31.6% Dow Jones Islamic51.1% S&P Shariah34.0% MSCI Islamic31.6% MSCI Islamic M-Series34.0% FTSE Shariah30.8% |
| UTL Unitil Corp | NON_COMPLIANT | 0.20% | AAOIFI74.4% Usmani32.8% Dow Jones Islamic84.0% S&P Shariah87.7% MSCI Islamic32.8% MSCI Islamic M-Series87.7% FTSE Shariah32.5% |
| SFST Southern First Bancshares Inc | NON_COMPLIANT | 0.19% | AAOIFI218.3% Usmani28.0% Dow Jones Islamic337.4% S&P Shariah384.2% MSCI Islamic28.0% MSCI Islamic M-Series384.2% FTSE Shariah28.0% |
| OTTR Otter Tail Corp | NON_COMPLIANT | 0.19% | AAOIFI32.2% Usmani28.2% Dow Jones Islamic36.0% S&P Shariah36.2% MSCI Islamic28.2% MSCI Islamic M-Series36.2% FTSE Shariah28.2% |
| NWE Northwestern Energy Group Inc | NON_COMPLIANT | 0.19% | AAOIFI80.1% Usmani40.2% Dow Jones Islamic97.3% S&P Shariah105.7% MSCI Islamic40.1% MSCI Islamic M-Series105.7% FTSE Shariah40.1% |
| SLVM Sylvamo Corp | NON_COMPLIANT | 0.19% | AAOIFI66.4% Usmani33.5% Dow Jones Islamic44.2% S&P Shariah44.0% MSCI Islamic33.0% MSCI Islamic M-Series44.0% FTSE Shariah30.7% |
| N-able Inc/US | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Chiron Real Estate Inc | UNSCREENED | 0.19% | no in-house ratios for this holding |
| UniFirst Corp/MA | UNSCREENED | 0.19% | no in-house ratios for this holding |
| BANC Banc of California Inc | NON_COMPLIANT | 0.19% | AAOIFI224.2% Usmani19.2% Dow Jones Islamic267.0% S&P Shariah317.7% MSCI Islamic19.2% MSCI Islamic M-Series317.7% FTSE Shariah19.2% |
| NATH Nathan's Famous Inc | NON_COMPLIANT | 0.19% | AAOIFI12.2% Usmani78.7% Dow Jones Islamic13.1% S&P Shariah14.6% MSCI Islamic78.7% MSCI Islamic M-Series14.6% FTSE Shariah73.4% |
| ANIP ANI Pharmaceuticals Inc | NON_COMPLIANT | 0.19% | AAOIFI18.2% Usmani20.2% Dow Jones Islamic16.9% S&P Shariah17.9% MSCI Islamic20.2% MSCI Islamic M-Series17.9% FTSE Shariah20.2% |
| Miller Industries Inc/TN | UNSCREENED | 0.19% | no in-house ratios for this holding |
| DNOW DNOW Inc | COMPLIANT | 0.19% | AAOIFI22.0% Usmani16.5% Dow Jones Islamic34.2% S&P Shariah37.6% MSCI Islamic16.5% MSCI Islamic M-Series37.6% FTSE Shariah12.4% |
| CPF Central Pacific Financial Corp | NON_COMPLIANT | 0.19% | AAOIFI341.3% Usmani44.7% Dow Jones Islamic423.6% S&P Shariah486.6% MSCI Islamic44.7% MSCI Islamic M-Series486.6% FTSE Shariah44.7% |
| Apollo Commercial Real Estate | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ESRT Empire State Realty Trust Inc | NON_COMPLIANT | 0.18% | AAOIFI161.7% Usmani29.7% Dow Jones Islamic99.6% S&P Shariah93.0% MSCI Islamic29.7% MSCI Islamic M-Series93.0% FTSE Shariah29.7% |
| Independent Bank Corp/MI | UNSCREENED | 0.18% | no in-house ratios for this holding |
| AGO Assured Guaranty Ltd | NON_COMPLIANT | 0.18% | AAOIFI51.2% Usmani13.5% Dow Jones Islamic42.8% S&P Shariah42.5% MSCI Islamic13.5% MSCI Islamic M-Series42.5% FTSE Shariah13.5% |
| Mattel Inc | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HCSG Healthcare Services Group Inc | COMPLIANT | 0.18% | AAOIFI1.2% Usmani2.2% Dow Jones Islamic1.5% S&P Shariah1.7% MSCI Islamic2.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| BrightSpire Capital Inc | UNSCREENED | 0.17% | no in-house ratios for this holding |
| ACRE Ares Commercial Real Estate Co | NON_COMPLIANT | 0.17% | AAOIFIfail Usmani— Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| LOCO El Pollo Loco Holdings Inc | NON_COMPLIANT | 0.17% | AAOIFI46.6% Usmani35.5% Dow Jones Islamic60.5% S&P Shariah63.4% MSCI Islamic35.2% MSCI Islamic M-Series63.4% FTSE Shariah4.8% |
| BWB Bridgewater Bancshares Inc | NON_COMPLIANT | 0.17% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UTMD Utah Medical Products Inc | NON_COMPLIANT | 0.16% | AAOIFI0.1% Usmani0.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.2% MSCI Islamic M-Series0.1% FTSE Shariah0.2% |
| ACDC ProFrac Holding Corp | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TBI TrueBlue Inc | NON_COMPLIANT | 0.16% | AAOIFI46.2% Usmani22.2% Dow Jones Islamic73.5% S&P Shariah55.1% MSCI Islamic22.2% MSCI Islamic M-Series55.1% FTSE Shariah13.2% |
| B&G Foods Inc | UNSCREENED | 0.16% | no in-house ratios for this holding |
| RBB RBB Bancorp | NON_COMPLIANT | 0.16% | AAOIFI30.0% Usmani3.2% Dow Jones Islamic39.0% S&P Shariah41.1% MSCI Islamic3.2% MSCI Islamic M-Series41.1% FTSE Shariah3.2% |
| OXM Oxford Industries Inc | NON_COMPLIANT | 0.15% | AAOIFI114.2% Usmani40.3% Dow Jones Islamic71.9% S&P Shariah55.9% MSCI Islamic40.3% MSCI Islamic M-Series55.9% FTSE Shariah5.6% |
| SANM Sanmina Corp | COMPLIANT | 0.15% | AAOIFI22.1% Usmani25.0% Dow Jones Islamic35.0% S&P Shariah42.4% MSCI Islamic25.0% MSCI Islamic M-Series42.4% FTSE Shariah22.3% |
| CTOS Custom Truck One Source Inc | NON_COMPLIANT | 0.15% | AAOIFI84.8% Usmani49.2% Dow Jones Islamic124.6% S&P Shariah127.3% MSCI Islamic49.2% MSCI Islamic M-Series127.3% FTSE Shariah46.0% |
| International Money Express In | UNSCREENED | 0.14% | no in-house ratios for this holding |
| ARDT Ardent Health Inc | NON_COMPLIANT | 0.13% | AAOIFI72.6% Usmani20.9% Dow Jones Islamic60.9% S&P Shariahfail MSCI Islamic20.9% MSCI Islamic M-Seriesfail FTSE Shariah20.9% |
| Aviat Networks Inc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| NRC NRC Health | COMPLIANT | 0.13% | AAOIFI18.9% Usmani66.1% Dow Jones Islamic23.8% S&P Shariah17.4% MSCI Islamic66.1% MSCI Islamic M-Series17.4% FTSE Shariah66.1% |
| BCML BayCom Corp | NON_COMPLIANT | 0.13% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KBH KB Home | NON_COMPLIANT | 0.13% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AVO Mission Produce Inc | NON_COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MCRI Monarch Casino & Resort Inc | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CARE Carter Bankshares Inc | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Cass Information Systems Inc | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MGRC McGrath RentCorp | COMPLIANT | 0.12% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FSTR L B Foster Co | COMPLIANT | 0.11% | AAOIFI17.6% Usmani21.0% Dow Jones Islamic24.0% S&P Shariah25.4% MSCI Islamic21.0% MSCI Islamic M-Series25.4% FTSE Shariah14.4% |
| EFOR Everforth Inc | NON_COMPLIANT | 0.11% | AAOIFI112.1% Usmani37.2% Dow Jones Islamic63.4% S&P Shariah49.8% MSCI Islamic37.2% MSCI Islamic M-Series49.8% FTSE Shariah35.7% |
| MPB Mid Penn Bancorp Inc | NON_COMPLIANT | 0.11% | AAOIFI14.6% Usmani1.9% Dow Jones Islamic21.6% S&P Shariah25.6% MSCI Islamic1.9% MSCI Islamic M-Series25.6% FTSE Shariah1.9% |
| TDW Tidewater Inc | COMPLIANT | 0.11% | AAOIFI13.9% Usmani27.6% Dow Jones Islamic21.4% S&P Shariah18.9% MSCI Islamic27.6% MSCI Islamic M-Series18.9% FTSE Shariah27.6% |
| LEGH Legacy Housing Corp | COMPLIANT | 0.11% | AAOIFI0.2% Usmani0.2% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.2% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| OBK Origin Bancorp Inc | NON_COMPLIANT | 0.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MYFW First Western Financial Inc | NON_COMPLIANT | 0.11% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| National Energy Services Reuni | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CNXN PC Connection Inc | COMPLIANT | 0.10% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| GPK Graphic Packaging Holding Co | NON_COMPLIANT | 0.10% | AAOIFI192.9% Usmani48.5% Dow Jones Islamic100.1% S&P Shariah90.7% MSCI Islamic48.4% MSCI Islamic M-Series90.7% FTSE Shariah48.4% |
| INBK First Internet Bancorp | NON_COMPLIANT | 0.10% | AAOIFI96.0% Usmani4.5% Dow Jones Islamic108.9% S&P Shariah108.9% MSCI Islamic4.5% MSCI Islamic M-Series108.9% FTSE Shariah4.5% |
| MHO M/I Homes Inc | COMPLIANT | 0.10% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CBNK Capital Bancorp Inc | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MTG MGIC Investment Corp | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BSRR Sierra Bancorp | NON_COMPLIANT | 0.10% | AAOIFI66.1% Usmani9.5% Dow Jones Islamic82.7% S&P Shariah93.0% MSCI Islamic9.5% MSCI Islamic M-Series93.0% FTSE Shariah9.5% |
| TriCo Bancshares | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ManpowerGroup Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PTLO Portillo's Inc | NON_COMPLIANT | 0.10% | AAOIFI177.1% Usmani36.6% Dow Jones Islamic115.2% S&P Shariah99.9% MSCI Islamic36.6% MSCI Islamic M-Series99.9% FTSE Shariah14.9% |
| Northfield Bancorp Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| PVH Corp | UNSCREENED | 0.10% | no in-house ratios for this holding |
| HLF Herbalife Ltd | NON_COMPLIANT | 0.10% | AAOIFI169.9% Usmani77.1% Dow Jones Islamic206.9% S&P Shariah201.9% MSCI Islamic77.1% MSCI Islamic M-Series201.9% FTSE Shariah70.5% |
| CBT Cabot Corp | COMPLIANT | 0.10% | AAOIFI27.4% Usmani27.4% Dow Jones Islamic25.7% S&P Shariah25.0% MSCI Islamic27.4% MSCI Islamic M-Series25.0% FTSE Shariah27.4% |
| IBTA Ibotta Inc | COMPLIANT | 0.10% | AAOIFI2.8% Usmani5.2% Dow Jones Islamic2.6% S&P Shariahpass MSCI Islamic5.2% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| EBF Ennis Inc | COMPLIANT | 0.10% | AAOIFI1.5% Usmani2.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic2.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| SIGA SIGA Technologies Inc | NON_COMPLIANT | 0.10% | AAOIFI0.2% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| GRBK Green Brick Partners Inc | COMPLIANT | 0.10% | AAOIFI11.1% Usmani12.4% Dow Jones Islamic11.0% S&P Shariah11.6% MSCI Islamic12.4% MSCI Islamic M-Series11.6% FTSE Shariah12.4% |
| INDB Independent Bank Corp | NON_COMPLIANT | 0.09% | AAOIFI10.5% Usmani1.7% Dow Jones Islamic13.0% S&P Shariah14.6% MSCI Islamic1.7% MSCI Islamic M-Series14.6% FTSE Shariah1.7% |
| CRI Carter's Inc | NON_COMPLIANT | 0.09% | AAOIFI97.4% Usmani43.4% Dow Jones Islamic84.8% S&P Shariah69.6% MSCI Islamic43.4% MSCI Islamic M-Series69.6% FTSE Shariah20.8% |
| BSVN Bank7 Corp | NON_COMPLIANT | 0.09% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United Community Banks Inc/GA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Towne Bank/Portsmouth VA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| Century Communities Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| ARTNA Artesian Resources Corp | NON_COMPLIANT | 0.08% | AAOIFI49.3% Usmani20.7% Dow Jones Islamic73.9% S&P Shariah71.4% MSCI Islamic20.7% MSCI Islamic M-Series71.4% FTSE Shariah20.7% |
| Academy Sports & Outdoors Inc | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CLB Core Laboratories Inc | NON_COMPLIANT | 0.08% | AAOIFI28.7% Usmani28.1% Dow Jones Islamic23.7% S&P Shariah21.7% MSCI Islamic28.1% MSCI Islamic M-Series21.7% FTSE Shariah19.4% |
| Claros Mortgage Trust Inc | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ONEW OneWater Marine Inc | NON_COMPLIANT | 0.08% | AAOIFI237.5% Usmani36.0% Dow Jones Islamic187.9% S&P Shariah150.6% MSCI Islamic35.9% MSCI Islamic M-Series150.6% FTSE Shariah26.7% |
| Granite Point Mortgage Trust I | UNSCREENED | 0.07% | no in-house ratios for this holding |
| LAUR Laureate Education Inc | COMPLIANT | 0.07% | AAOIFI14.5% Usmani30.3% Dow Jones Islamic18.8% S&P Shariah22.0% MSCI Islamic30.3% MSCI Islamic M-Series22.0% FTSE Shariah9.2% |
| Peoples Financial Services Cor | UNSCREENED | 0.06% | no in-house ratios for this holding |
| Northeast Community Bancorp In | UNSCREENED | 0.05% | no in-house ratios for this holding |
| FORR Forrester Research Inc | NON_COMPLIANT | 0.05% | AAOIFI29.9% Usmani15.4% Dow Jones Islamic33.0% S&P Shariah24.1% MSCI Islamic15.4% MSCI Islamic M-Series24.1% FTSE Shariah8.4% |
| MVBF MVB Financial Corp | NON_COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FNWD Finward Bancorp | NON_COMPLIANT | 0.05% | AAOIFI30.1% Usmani2.8% Dow Jones Islamic40.6% S&P Shariah45.0% MSCI Islamic2.8% MSCI Islamic M-Series45.0% FTSE Shariah2.8% |
| RGP Resources Connection Inc | NON_COMPLIANT | 0.05% | AAOIFI15.1% Usmani8.7% Dow Jones Islamic12.0% S&P Shariah8.9% MSCI Islamic8.7% MSCI Islamic M-Series8.9% FTSE Shariah0.0% |
| SEVN Seven Hills Realty Trust | NON_COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
The published standards disagree about this fund by 9 points of portfolio weight — 23.9% of it passes FTSE Shariah, 14.4% passes Dow Jones 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 17.0% ratios fail on 54.7% 30.5% not rated under AAOIFI
ratios pass on 22.6% ratios fail on 46.8% 32.6% not rated under Usmani
ratios pass on 14.4% ratios fail on 57.1% 30.6% not rated under Dow Jones Islamic
ratios pass on 15.9% ratios fail on 55.0% 31.2% not rated under S&P Shariah
ratios pass on 17.3% ratios fail on 54.2% 30.6% not rated under MSCI Islamic
ratios pass on 14.5% ratios fail on 57.0% 30.6% not rated under MSCI Islamic M-Series
ratios pass on 23.9% ratios fail on 46.1% 32.1% not rated under FTSE Shariah
263 of 351 listed holdings carry our own per-methodology verdicts (76% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 239 (70% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| OCFC OceanFirst Financial Corp | 0.76% |
| FBIN Fortune Brands Innovations Inc | 0.57% |
| NEXT NextDecade Corp | 0.53% |
| VAC Marriott Vacations Worldwide C | 0.52% |
| WEN Wendy's Co/The | 0.51% |
| VNO Vornado Realty Trust | 0.51% |
| CXT Crane NXT Co | 0.48% |
| MOH Molina Healthcare Inc | 0.48% |
| REYN Reynolds Consumer Products Inc | 0.47% |
| MSBI Midland States Bancorp Inc | 0.47% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Hotchkis and Wiley Small Cap Diversified Value Fund (HWVAX) 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 | 2.15% | Not screened |
| OCFCOceanFirst Financial Corp | 0.76% | Non-compliant |
| First American Government Oblinot matched to a ticker | 0.64% | Not screened |
| FBINFortune Brands Innovations Inc | 0.57% | Non-compliant |
| NEXTNextDecade Corp | 0.53% | Non-compliant |
| VACMarriott Vacations Worldwide C | 0.52% | Non-compliant |
| TKRTimken Co/The | 0.51% | Compliant |
| Axalta Coating Systems Ltdnot matched to a ticker | 0.51% | Not screened |
| WENWendy's Co/The | 0.51% | Non-compliant |
| VNOVornado Realty Trust | 0.51% | Non-compliant |
Top 10 of 351 holdings, 7.2% 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 HWVAX. 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) | 50.20 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 100.67 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 1.93 | BUY |
| Momentum (10) | 0.28 | BUY |
| EMA (10) | 14.67 | BUY |
| SMA (10) | 14.66 | BUY |
| EMA (20) | 14.74 | BUY |
| SMA (20) | 14.66 | BUY |
| EMA (30) | 14.83 | SELL |
| SMA (30) | 14.85 | SELL |
| EMA (50) | 14.92 | SELL |
| SMA (50) | 15.13 | SELL |
| EMA (100) | 14.78 | BUY |
| SMA (100) | 14.98 | SELL |
| EMA (200) | 14.13 | BUY |
| SMA (200) | 14.23 | 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.