MPVETF / FundBARINGS PARTICIPATION INVESTORS
Verdicts genuinely change. Free email alert the moment MPV'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.
BARINGS PARTICIPATION INVESTORS
579 holdings · as of 2026-06-30 (4.1 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.
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 135% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
UNVERIFIED None of this fund's 579 holdings are companies in our screened equity universe. Our look-through screens equities, so it does not apply to a fund holding bonds, sukuk or other instruments — this is not a gap in our data about the fund.
Largest holdings: STACKLINE, HEARTLAND VETERINARY PTR LLC, RPX CORPORATION, Kid Distro Holdings LLC, FSS BUYER LLC.
579 holdings, 3 matched (11% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
0.03% of this portfolio’s income is non-permissible — weighted across holdings, computed over 11% of portfolio weight (3 of 579 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.
All holdings (579) · showing 501–579
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SEKO Global Logistics Network, LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| OWL ACQUISITION LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BISHOP STREET UNDERWRITERS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PROJECT POTTER PARENT L.P | UNSCREENED | 0.02% | no in-house ratios for this holding |
| IMS LEGAL STRATEGIES | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PROFITOPTICS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VITALSOURCE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PRO VISION | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MISSION MICROWAVE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| RAPIDAIR COMPRESSED AIR PROD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TRAFFIC AND PARKING CONTROL | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FSS Buyer LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PARKVIEW DENTAL PARTNERS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ZIYAD INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DAWGS DOOR AND WINDOW GUARD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AMERICO CHEMICAL PRODUCTS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ONSITE DEALER SERVICES | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SCALED AGILE INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PPW AERO BUYER, INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FIVE STAR HOLDING LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LAUNCHPAD HOME GROUP EQUITY | UNSCREENED | 0.01% | no in-house ratios for this holding |
| COGENCY GLOBAL INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| DATASERV | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ETHOS RISK SERVICES | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ASC Communications LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CLOUDBREAK | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Express Wash Acquisition Company, LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ADVANTAGE SOFTWARE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| METALLIZING SERVICE COMPANY HO | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Tank Holding Corp | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ASC COMMUNICATIONS, LLC (BECKE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SEKO Global Logistics Network, LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Randys Holdings, Inc. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| HEMASOURCE, INC. | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WOODLAND FOODS INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| AMERICAN ROLLER COMPANY LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LEADSONLINE WEATHERBY PARENT | UNSCREENED | 0.01% | no in-house ratios for this holding |
| NEWFORMA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CCF HLDGS LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| RPS GROUP HOLDINGS, LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CASH FLOW MANAGEMENT (OSP HAMI | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MERCHANT INDUSTRY LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| FOLLETT SCHOOL SOLUTIONS (FSS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| UNOSQUARE LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ACCURUS AEROSPACE CORPORATION | UNSCREENED | 0.00% | no in-house ratios for this holding |
| RWA HOLDING COMPANY | UNSCREENED | 0.00% | no in-house ratios for this holding |
| AA&D Midco Inc | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ADVANTAGE SOFTWARE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ETHOS RISK SERVICES | UNSCREENED | 0.00% | no in-house ratios for this holding |
| INNOVIA MEDICAL | UNSCREENED | 0.00% | no in-house ratios for this holding |
| FOLLETT SCHOOL SOLUTIONS (FSS | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PROCESS INSIGHTS ACQUISITION | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ACCURUS AEROSPACE INTL UK | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TOUCHSTONE HEALTH PRTNRSHP | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PMHC II INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PMHC II INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| THEROX COMMON STOCK | UNSCREENED | 0.00% | no in-house ratios for this holding |
| POLYTEX HOLDINGS LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ELITE SPORTSWEAR HOLDING LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SANDVINE CORPORATION | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TERRYBEAR | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TEAM AIR | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MISSION MICROWAVE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ADVANTAGE SOFTWARE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| ADVANTAGE SOFTWARE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DECKS DIRECT LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PROCESS INSIGHTS | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CONCEPT MACHINE CMT OPCO HOLD | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DECKS DIRECT, LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SANDVINE CORPORATION | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DECKS DIRECT LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| SEKO GLOBAL LOGISTICS NETWORK | UNSCREENED | 0.00% | no in-house ratios for this holding |
| VB SPINE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CONCEPT MACHINE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| WESTMINSTER FOODS II LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TEAM AIR (SWIFTY HOLDINGS LLC) | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PEARL HOLDING GROUP | UNSCREENED | 0.00% | no in-house ratios for this holding |
| POLYTEX HOLDINGS LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| HQ ACQUISITION HOLDINGS, LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 13 points of portfolio weight — 13.6% of it passes AAOIFI, 0.3% passes Usmani. 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 13.6% ratios fail on 1.2% 119.9% not rated under AAOIFI
ratios pass on 0.3% ratios fail on 14.5% 119.9% not rated under Usmani
ratios pass on 13.6% ratios fail on 1.2% 119.9% not rated under Dow Jones Islamic
ratios pass on 13.6% ratios fail on 1.2% 119.9% not rated under S&P Shariah
ratios pass on 0.3% ratios fail on 14.5% 119.9% not rated under MSCI Islamic
ratios pass on 13.6% ratios fail on 1.2% 119.9% not rated under MSCI Islamic M-Series
ratios pass on 0.3% ratios fail on 14.5% 119.9% not rated under FTSE Shariah
3 of 579 listed holdings carry our own per-methodology verdicts (15% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for MPV — 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
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 57.10 | NEUTRAL |
| Stochastic %K (14) | 63.75 | NEUTRAL |
| CCI (20) | 83.36 | NEUTRAL |
| Williams %R (14) | -36.25 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 1.07 | BUY |
| Momentum (10) | 0.18 | BUY |
| EMA (10) | 16.70 | BUY |
| SMA (10) | 16.68 | BUY |
| EMA (20) | 16.63 | BUY |
| SMA (20) | 16.65 | BUY |
| EMA (30) | 16.57 | BUY |
| SMA (30) | 16.44 | BUY |
| EMA (50) | 16.49 | BUY |
| SMA (50) | 16.52 | BUY |
| EMA (100) | 16.47 | BUY |
| SMA (100) | 16.26 | BUY |
| EMA (200) | 16.89 | BUY |
| SMA (200) | 16.78 | BUY |
About BARINGS PARTICIPATION INVESTORS
Financial Services · Asset Management
Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund invests in the fixed income markets of the United States. It primarily invests in below-investment grade, long-term corporate debt obligations which are directly purchased from its issuers. The fund also seeks to invest in warrants, conversion rights, or other equity related instruments. It benchmarks the performance of its portfolio against Standard and Poor's Industrials Composite, Russell 2000 Index, Lehman Brothers U.S. High Yield Index, and Lehman Brothers Intermediate U.S. Credit Index. The fund was formerly known as Babson Capital Participation Investors. Barings Participation Investors was formed on April 7, 1988 and is domiciled in the United States.
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
SMC — Top Down
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 | BEARISH | 41 |
| 🕐 1H | BEARISH | 22 |
| ⏱ 15-Min | BEARISH | 90 |
| ⏲ 5-Min | RANGING | 234 |
Momentum & Volume
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.
Peer Movement
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.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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 Activity (90d)
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
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
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 2026-10-27 · Asset managers net 923449 (+22072)
AI Summary
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.