Verdicts genuinely change. Free email alert the moment RMBBX'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.
RMB Small Cap Fund · RMB Investors Trust
51 holdings
NON-COMPLIANT 20.94% of portfolio weight is in non-compliant holdings, over the 5% threshold.
51 holdings, 37 matched (72% of weight). Portfolio as of 2025-12-31, filed 2026-02-27. Source: SEC Form N-PORT.
3.14% of this portfolio’s income is non-permissible — weighted across holdings, computed over 63% of portfolio weight (31 of 51 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.
50.7% compliant 0.0% questionable 20.9% non-compliant 28.3% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| CW Curtiss-Wright Corp | NON_COMPLIANT | 4.42% | AAOIFI5.7% Usmani21.1% Dow Jones Islamic5.9% S&P Shariah7.1% MSCI Islamic21.1% MSCI Islamic M-Series7.1% FTSE Shariah17.5% |
| SF Stifel Financial Corp | NON_COMPLIANT | 4.07% | AAOIFI6.0% Usmani1.7% Dow Jones Islamic9.9% S&P Shariah11.2% MSCI Islamic1.7% MSCI Islamic M-Series11.2% FTSE Shariah1.7% |
| MPWR Monolithic Power Systems Inc | COMPLIANT | 3.81% | AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TriCo Bancshares | UNSCREENED | 3.62% | no in-house ratios for this holding |
| First American Government Obli | UNSCREENED | 3.60% | no in-house ratios for this holding |
| EGP EastGroup Properties Inc | COMPLIANT | 3.54% | AAOIFI15.0% Usmani29.2% Dow Jones Islamic17.6% S&P Shariah18.6% MSCI Islamic29.2% MSCI Islamic M-Series18.6% FTSE Shariah29.2% |
| CRS Carpenter Technology Corp | COMPLIANT | 3.54% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.9% S&P Shariah6.4% MSCI Islamic19.0% MSCI Islamic M-Series6.4% FTSE Shariah18.0% |
| EXP Eagle Materials Inc | NON_COMPLIANT | 3.12% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| SYBT Stock Yards Bancorp Inc | NON_COMPLIANT | 2.96% | AAOIFI1.1% Usmani0.3% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic0.3% MSCI Islamic M-Series1.5% FTSE Shariah0.3% |
| FICO Fair Isaac Corp | COMPLIANT | 2.94% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| Seacoast Banking Corp of Flori | UNSCREENED | 2.86% | no in-house ratios for this holding |
| RBC RBC Bearings Inc | COMPLIANT | 2.83% | AAOIFI5.6% Usmani17.7% Dow Jones Islamic6.5% S&P Shariah7.6% MSCI Islamic16.8% MSCI Islamic M-Series7.6% FTSE Shariah15.5% |
| Applied Industrial Technologie | UNSCREENED | 2.80% | no in-house ratios for this holding |
| Essential Properties Realty Tr | UNSCREENED | 2.68% | no in-house ratios for this holding |
| RRC Range Resources Corp | COMPLIANT | 2.68% | AAOIFI10.4% Usmani13.4% Dow Jones Islamic11.6% S&P Shariah12.0% MSCI Islamic13.4% MSCI Islamic M-Series12.0% FTSE Shariah11.5% |
| RGEN Repligen Corp | COMPLIANT | 2.64% | AAOIFI7.3% Usmani23.4% Dow Jones Islamic8.8% S&P Shariah8.4% MSCI Islamic23.4% MSCI Islamic M-Series8.4% FTSE Shariah18.7% |
| American Financial Group Inc/O | UNSCREENED | 2.54% | no in-house ratios for this holding |
| KAI Kadant Inc | COMPLIANT | 2.52% | AAOIFI14.5% Usmani27.0% Dow Jones Islamic13.4% S&P Shariah14.1% MSCI Islamic27.0% MSCI Islamic M-Series14.1% FTSE Shariah27.0% |
| West Pharmaceutical Services I | UNSCREENED | 2.48% | no in-house ratios for this holding |
| TYL Tyler Technologies Inc | COMPLIANT | 2.44% | AAOIFI9.8% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.2% MSCI Islamic25.0% MSCI Islamic M-Series7.2% FTSE Shariah24.2% |
| MKSI MKS Inc | COMPLIANT | 1.93% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| QTWO Q2 Holdings Inc | COMPLIANT | 1.92% | AAOIFI1.1% Usmani4.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic4.2% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| BMI Badger Meter Inc | COMPLIANT | 1.89% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| POOL Pool Corp | COMPLIANT | 1.86% | AAOIFI24.7% Usmani39.8% Dow Jones Islamic15.5% S&P Shariah14.1% MSCI Islamic39.8% MSCI Islamic M-Series14.1% FTSE Shariah31.2% |
| MTDR Matador Resources Co | NON_COMPLIANT | 1.82% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| Huntington Bancshares Inc/OH | UNSCREENED | 1.81% | no in-house ratios for this holding |
| ATR AptarGroup Inc | COMPLIANT | 1.78% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| ENSG Ensign Group Inc/The | COMPLIANT | 1.71% | AAOIFI22.6% Usmani39.1% Dow Jones Islamic24.0% S&P Shariah26.7% MSCI Islamic39.1% MSCI Islamic M-Series26.7% FTSE Shariah2.4% |
| PotlatchDeltic Corp | UNSCREENED | 1.70% | no in-house ratios for this holding |
| VC Visteon Corp | COMPLIANT | 1.62% | AAOIFI15.8% Usmani12.6% Dow Jones Islamic16.4% S&P Shariah15.4% MSCI Islamic12.6% MSCI Islamic M-Series15.4% FTSE Shariah8.7% |
| ITT ITT Inc | COMPLIANT | 1.50% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| AAON AAON Inc | COMPLIANT | 1.46% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| VCYT Veracyte Inc | COMPLIANT | 1.44% | AAOIFI1.1% Usmani2.7% Dow Jones Islamic1.4% S&P Shariah1.6% MSCI Islamic2.7% MSCI Islamic M-Series1.6% FTSE Shariah0.0% |
| BLFS BioLife Solutions Inc | COMPLIANT | 1.38% | AAOIFI0.9% Usmani3.5% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic3.5% MSCI Islamic M-Series1.5% FTSE Shariah0.0% |
| MMSI Merit Medical Systems Inc | COMPLIANT | 1.36% | AAOIFI15.3% Usmani28.6% Dow Jones Islamic15.9% S&P Shariah16.6% MSCI Islamic28.6% MSCI Islamic M-Series16.6% FTSE Shariah25.7% |
| Installed Building Products In | UNSCREENED | 1.15% | no in-house ratios for this holding |
| CRSP CRISPR Therapeutics AG | NON_COMPLIANT | 1.06% | AAOIFI15.5% Usmani29.6% Dow Jones Islamic17.0% S&P Shariah16.8% MSCI Islamic29.6% MSCI Islamic M-Series16.8% FTSE Shariah22.1% |
| TXRH Texas Roadhouse Inc | NON_COMPLIANT | 1.03% | AAOIFI8.7% Usmani29.6% Dow Jones Islamic9.3% S&P Shariah10.1% MSCI Islamic29.6% MSCI Islamic M-Series10.1% FTSE Shariah1.4% |
| VMI Valmont Industries Inc | COMPLIANT | 1.02% | AAOIFI9.4% Usmani25.2% Dow Jones Islamic11.5% S&P Shariah13.0% MSCI Islamic25.2% MSCI Islamic M-Series13.0% FTSE Shariah21.1% |
| SKT Tanger Inc | NON_COMPLIANT | 0.97% | AAOIFI43.4% Usmani65.1% Dow Jones Islamic49.7% S&P Shariah55.2% MSCI Islamic65.1% MSCI Islamic M-Series55.2% FTSE Shariah65.1% |
| Clearwater Analytics Holdings | UNSCREENED | 0.95% | no in-house ratios for this holding |
| TFIN Triumph Financial Inc | NON_COMPLIANT | 0.89% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Chesapeake Utilities Corp | UNSCREENED | 0.86% | no in-house ratios for this holding |
| OMCL Omnicell Inc | COMPLIANT | 0.86% | AAOIFI12.8% Usmani10.0% Dow Jones Islamic11.5% S&P Shariah11.9% MSCI Islamic10.0% MSCI Islamic M-Series11.9% FTSE Shariah8.4% |
| CRVL CorVel Corp | COMPLIANT | 0.76% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Viking Therapeutics Inc | UNSCREENED | 0.72% | no in-house ratios for this holding |
| GRAL GRAIL Inc | NON_COMPLIANT | 0.60% | AAOIFI2.5% Usmani3.2% Dow Jones Islamic4.7% S&P Shariahfail MSCI Islamic3.2% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| Solaris Energy Infrastructure | UNSCREENED | 0.55% | no in-house ratios for this holding |
| DUOL Duolingo Inc | COMPLIANT | 0.47% | AAOIFI1.3% Usmani4.2% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic4.2% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| CWST Casella Waste Systems Inc | COMPLIANT | 0.45% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| WGS GeneDx Holdings Corp | COMPLIANT | 0.40% | AAOIFI4.7% Usmani20.1% Dow Jones Islamic3.9% S&P Shariah5.5% MSCI Islamic20.1% MSCI Islamic M-Series5.5% FTSE Shariah20.1% |
The published standards disagree about this fund by 15 points of portfolio weight — 50.9% of it passes AAOIFI, 35.7% 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 50.9% ratios fail on 15.5% 33.6% not rated under AAOIFI
ratios pass on 39.8% ratios fail on 23.0% 37.2% not rated under Usmani
ratios pass on 50.3% ratios fail on 14.3% 35.4% not rated under Dow Jones Islamic
ratios pass on 50.3% ratios fail on 14.3% 35.4% not rated under S&P Shariah
ratios pass on 35.7% ratios fail on 28.8% 35.4% not rated under MSCI Islamic
ratios pass on 50.3% ratios fail on 14.3% 35.4% not rated under MSCI Islamic M-Series
ratios pass on 45.1% ratios fail on 19.4% 35.4% not rated under FTSE Shariah
37 of 51 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, 34 (68% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| CW Curtiss-Wright Corp | 4.42% |
| SF Stifel Financial Corp | 4.07% |
| EXP Eagle Materials Inc | 3.12% |
| SYBT Stock Yards Bancorp Inc | 2.96% |
| MTDR Matador Resources Co | 1.82% |
| CRSP CRISPR Therapeutics AG | 1.06% |
| TXRH Texas Roadhouse Inc | 1.03% |
| SKT Tanger Inc | 0.97% |
| TFIN Triumph Financial Inc | 0.89% |
| GRAL GRAIL Inc | 0.60% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
RMB Small Cap Fund (RMBBX) 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 |
|---|---|---|
| CWCurtiss-Wright Corp | 4.42% | Non-compliant |
| SFStifel Financial Corp | 4.07% | Non-compliant |
| MPWRMonolithic Power Systems Inc | 3.81% | Compliant |
| TriCo Bancsharesnot matched to a ticker | 3.62% | Not screened |
| First American Government Oblinot matched to a ticker | 3.60% | Not screened |
| EGPEastGroup Properties Inc | 3.54% | Compliant |
| CRSCarpenter Technology Corp | 3.54% | Compliant |
| EXPEagle Materials Inc | 3.12% | Non-compliant |
| SYBTStock Yards Bancorp Inc | 2.96% | Non-compliant |
| FICOFair Isaac Corp | 2.94% | Compliant |
Top 10 of 51 holdings, 35.6% 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 RMBBX. 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 3 days - this is not a reading of today
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.