Verdicts genuinely change. Free email alert the moment SAMVX'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.
Virtus Ceredex Mid-Cap Value Equity Fund · Virtus Asset Trust
61 holdings
NON-COMPLIANT 40.63% of portfolio weight is in non-compliant holdings, over the 5% threshold.
61 holdings, 57 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
0.79% of this portfolio’s income is non-permissible — weighted across holdings, computed over 84% of portfolio weight (51 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.
50.3% compliant 0.0% questionable 40.6% non-compliant 4.9% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AJG ARTHUR J. GALLAGHER & COMPANY | NON_COMPLIANT | 1.89% | AAOIFI21.0% Usmani17.2% Dow Jones Islamic20.7% S&P Shariah22.4% MSCI Islamic17.2% MSCI Islamic M-Series22.4% FTSE Shariah16.6% |
| CAH CARDINAL HEALTH INC | COMPLIANT | 1.87% | AAOIFI17.8% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah28.7% MSCI Islamic17.4% MSCI Islamic M-Series28.7% FTSE Shariah15.5% |
| LHX L3HARRIS TECHNOLOGIES INC | NON_COMPLIANT | 1.84% | AAOIFI20.0% Usmani22.2% Dow Jones Islamic19.0% S&P Shariah20.8% MSCI Islamic22.2% MSCI Islamic M-Series20.8% FTSE Shariah22.2% |
| TER TERADYNE INC | COMPLIANT | 1.81% | AAOIFI0.2% Usmani2.0% Dow Jones Islamic0.3% S&P Shariah0.4% MSCI Islamic2.0% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| NVT NVENT ELECTRIC PLC | COMPLIANT | 1.80% | AAOIFI6.2% Usmani22.8% Dow Jones Islamic10.2% S&P Shariah11.5% MSCI Islamic22.8% MSCI Islamic M-Series11.5% FTSE Shariah20.9% |
| SXT SENSIENT TECHNOLOGIES CORP | COMPLIANT | 1.80% | AAOIFI13.4% Usmani32.2% Dow Jones Islamic19.2% S&P Shariah21.4% MSCI Islamic32.2% MSCI Islamic M-Series21.4% FTSE Shariah32.2% |
| AEP AMERICAN ELECTRIC POWER COMPANY INC | NON_COMPLIANT | 1.79% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SOLS SOLSTICE ADVANCED MATERIALS INC | COMPLIANT | 1.79% | AAOIFI19.5% Usmani35.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic33.3% MSCI Islamic M-Seriespass FTSE Shariah33.3% |
| ENTG ENTEGRIS INC | COMPLIANT | 1.75% | AAOIFI16.5% Usmani42.3% Dow Jones Islamic22.1% S&P Shariah21.4% MSCI Islamic42.1% MSCI Islamic M-Series21.4% FTSE Shariah41.1% |
| EVR EVERCORE INC | NON_COMPLIANT | 1.74% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| ELV ELEVANCE HEALTH INC | NON_COMPLIANT | 1.74% | AAOIFI35.1% Usmani24.6% Dow Jones Islamic37.4% S&P Shariah33.5% MSCI Islamic24.6% MSCI Islamic M-Series33.5% FTSE Shariah24.6% |
| TKO TKO GROUP HOLDINGS INC | NON_COMPLIANT | 1.73% | AAOIFI12.7% Usmani30.5% Dow Jones Islamic14.3% S&P Shariah17.0% MSCI Islamic28.8% MSCI Islamic M-Series17.0% FTSE Shariah28.5% |
| HBAN HUNTINGTON BANCSHARES INC | NON_COMPLIANT | 1.72% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| ETR ENTERGY CORP | NON_COMPLIANT | 1.72% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| WM WASTE MANAGEMENT INC | COMPLIANT | 1.72% | AAOIFI25.8% Usmani50.3% Dow Jones Islamic26.5% S&P Shariah27.9% MSCI Islamic50.3% MSCI Islamic M-Series27.9% FTSE Shariah50.3% |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 1.71% | AAOIFI86.5% Usmani47.1% Dow Jones Islamic92.6% S&P Shariah102.9% MSCI Islamic47.1% MSCI Islamic M-Series102.9% FTSE Shariah47.0% |
| DLR DIGITAL REALTY TRUST INC | COMPLIANT | 1.69% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STMPA.PA STMICROELECTRONICS NV | COMPLIANT | 1.68% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| DOV DOVER CORP | COMPLIANT | 1.68% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| GFS GLOBALFOUNDRIES INC | COMPLIANT | 1.66% | AAOIFI4.6% Usmani6.7% Dow Jones Islamic4.7% S&P Shariah4.4% MSCI Islamic6.7% MSCI Islamic M-Series4.4% FTSE Shariah6.7% |
| MKSI MKS INC | COMPLIANT | 1.66% | AAOIFI22.4% Usmani44.1% Dow Jones Islamic35.1% S&P Shariah39.9% MSCI Islamic44.1% MSCI Islamic M-Series39.9% FTSE Shariah44.1% |
| ITT ITT INC | COMPLIANT | 1.66% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| VMC VULCAN MATERIALS COMPANY | COMPLIANT | 1.66% | AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6% |
| CFG CITIZENS FINANCIAL GROUP INC | NON_COMPLIANT | 1.65% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| JBL JABIL INC | COMPLIANT | 1.64% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| A AGILENT TECHNOLOGIES INC | COMPLIANT | 1.64% | AAOIFI9.3% Usmani28.3% Dow Jones Islamic10.8% S&P Shariah10.7% MSCI Islamic28.3% MSCI Islamic M-Series10.7% FTSE Shariah28.3% |
| REGN REGENERON PHARMACEUTICALS INC | COMPLIANT | 1.63% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| SIMO SILICON MOTION TECHNOLOGY CORP | COMPLIANT | 1.62% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| FNV FRANCO-NEVADA CORP | COMPLIANT | 1.60% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FERG FERGUSON ENTERPRISES INC | UNRATED | 1.60% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| VTR VENTAS INC | COMPLIANT | 1.59% | AAOIFI28.0% Usmani42.8% Dow Jones Islamic38.5% S&P Shariah45.5% MSCI Islamic42.8% MSCI Islamic M-Series45.5% FTSE Shariah42.8% |
| WWD WOODWARD INC | NON_COMPLIANT | 1.59% | AAOIFI3.6% Usmani14.9% Dow Jones Islamic4.9% S&P Shariah5.7% MSCI Islamic14.9% MSCI Islamic M-Series5.7% FTSE Shariah14.4% |
| CR CRANE COMPANY | NON_COMPLIANT | 1.59% | AAOIFI9.3% Usmani27.7% Dow Jones Islamic10.7% S&P Shariah11.9% MSCI Islamic27.7% MSCI Islamic M-Series11.9% FTSE Shariah27.3% |
| SGI SOMNIGROUP INTERNATIONAL INC | NON_COMPLIANT | 1.58% | AAOIFI39.9% Usmani55.2% Dow Jones Islamic45.0% S&P Shariah52.4% MSCI Islamic55.2% MSCI Islamic M-Series52.4% FTSE Shariah38.0% |
| SNX TD SYNNEX CORP | COMPLIANT | 1.58% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | NON_COMPLIANT | 1.56% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EME EMCOR GROUP INC | COMPLIANT | 1.55% | AAOIFIpass Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| TOL TOLL BROTHERS INC | 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% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | COMPLIANT | 1.53% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| EGP EASTGROUP PROPERTIES INC | COMPLIANT | 1.52% | AAOIFI15.0% Usmani29.2% Dow Jones Islamic17.6% S&P Shariah18.6% MSCI Islamic29.2% MSCI Islamic M-Series18.6% FTSE Shariah29.2% |
| DCI DONALDSON COMPANY INC | COMPLIANT | 1.51% | AAOIFI13.2% Usmani33.6% Dow Jones Islamic14.4% S&P Shariah15.1% MSCI Islamic33.6% MSCI Islamic M-Series15.1% FTSE Shariah32.1% |
| NOKIA OYJ (NOKIA CORP) | UNSCREENED | 1.51% | no in-house ratios for this holding |
| SHW SHERWIN-WILLIAMS COMPANY (THE) | COMPLIANT | 1.50% | AAOIFI18.0% Usmani52.7% Dow Jones Islamic16.6% S&P Shariah17.3% MSCI Islamic52.7% MSCI Islamic M-Series17.3% FTSE Shariah44.8% |
| F FORD MOTOR CO | NON_COMPLIANT | 1.49% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| CASY CASEY'S GENERAL STORES INC | NON_COMPLIANT | 1.49% | AAOIFI13.4% Usmani31.8% Dow Jones Islamic13.9% S&P Shariah16.3% MSCI Islamic31.8% MSCI Islamic M-Series16.3% FTSE Shariah26.6% |
| ESAB ESAB CORP | NON_COMPLIANT | 1.48% | AAOIFI54.5% Usmani38.7% Dow Jones Islamic37.4% S&P Shariah40.1% MSCI Islamic38.7% MSCI Islamic M-Series40.1% FTSE Shariah36.5% |
| EXR EXTRA SPACE STORAGE INC | NON_COMPLIANT | 1.47% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| STZ CONSTELLATION BRANDS INC | NON_COMPLIANT | 1.46% | AAOIFI49.1% Usmani49.0% Dow Jones Islamic38.2% S&P Shariah33.6% MSCI Islamic49.0% MSCI Islamic M-Series33.6% FTSE Shariah46.1% |
| BWX TECHNOLOGIES INC | UNSCREENED | 1.46% | no in-house ratios for this holding |
| EQT EQT CORP | COMPLIANT | 1.45% | AAOIFI16.4% Usmani13.7% Dow Jones Islamic18.1% S&P Shariah21.8% MSCI Islamic13.7% MSCI Islamic M-Series21.8% FTSE Shariah13.7% |
| AIG AMERICAN INTERNATIONAL GROUP INC | NON_COMPLIANT | 1.45% | AAOIFI21.8% Usmani5.6% Dow Jones Islamic21.4% S&P Shariah20.9% MSCI Islamic5.6% MSCI Islamic M-Series20.9% FTSE Shariah5.6% |
| SLB LTD | UNSCREENED | 1.44% | no in-house ratios for this holding |
| NI NISOURCE INC | NON_COMPLIANT | 1.42% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| DKS DICKS SPORTING GOODS INC | NON_COMPLIANT | 1.41% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| OVV OVINTIV INC | NON_COMPLIANT | 1.38% | AAOIFI25.7% Usmani26.1% Dow Jones Islamic40.6% S&P Shariah41.2% MSCI Islamic25.5% MSCI Islamic M-Series41.2% FTSE Shariah19.2% |
| LUV SOUTHWEST AIRLINES COMPANY | COMPLIANT | 1.30% | AAOIFI36.4% Usmani22.9% Dow Jones Islamic36.4% S&P Shariah38.5% MSCI Islamic22.9% MSCI Islamic M-Series38.5% FTSE Shariah19.7% |
| SUNB SUNBELT RENTALS HOLDINGS INC | NON_COMPLIANT | 1.29% | AAOIFI38.5% Usmani49.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.4% MSCI Islamic M-Seriesfail FTSE Shariah36.2% |
| KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | COMPLIANT | 1.25% | AAOIFI22.0% Usmani26.4% Dow Jones Islamic29.8% S&P Shariah30.4% MSCI Islamic21.6% MSCI Islamic M-Series30.4% FTSE Shariah18.7% |
| IP INTERNATIONAL PAPER COMPANY | NON_COMPLIANT | 1.25% | AAOIFI50.2% Usmani27.3% Dow Jones Islamic47.6% S&P Shariah55.5% MSCI Islamic27.1% MSCI Islamic M-Series55.5% FTSE Shariah25.2% |
| PSX PHILLIPS 66 | NON_COMPLIANT | 1.20% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| DREYFUS GOVERNMENT CASH MANAGE | UNSCREENED | 0.50% | no in-house ratios for this holding |
The published standards disagree about this fund by 14 points of portfolio weight — 55.0% of it passes AAOIFI, 40.8% 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 55.0% ratios fail on 27.8% 13.0% not rated under AAOIFI
ratios pass on 41.6% ratios fail on 33.3% 20.9% not rated under Usmani
ratios pass on 40.8% ratios fail on 37.1% 18.0% not rated under Dow Jones Islamic
ratios pass on 42.6% ratios fail on 35.2% 18.0% not rated under S&P Shariah
ratios pass on 41.3% ratios fail on 33.3% 21.2% not rated under MSCI Islamic
ratios pass on 40.8% ratios fail on 37.1% 18.0% not rated under MSCI Islamic M-Series
ratios pass on 44.4% ratios fail on 28.6% 22.8% not rated under FTSE Shariah
57 of 61 listed holdings carry our own per-methodology verdicts (91% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 52 (83% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| AJG ARTHUR J. GALLAGHER & COMPANY | 1.89% |
| LHX L3HARRIS TECHNOLOGIES INC | 1.84% |
| AEP AMERICAN ELECTRIC POWER COMPANY INC | 1.79% |
| EVR EVERCORE INC | 1.74% |
| ELV ELEVANCE HEALTH INC | 1.74% |
| TKO TKO GROUP HOLDINGS INC | 1.73% |
| HBAN HUNTINGTON BANCSHARES INC | 1.72% |
| ETR ENTERGY CORP | 1.72% |
| CNP CENTERPOINT ENERGY INC | 1.71% |
| CFG CITIZENS FINANCIAL GROUP INC | 1.65% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Virtus Ceredex Mid-Cap Value Equity Fund (SAMVX) 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 |
|---|---|---|
| AJGARTHUR J. GALLAGHER & COMPANY | 1.89% | Non-compliant |
| CAHCARDINAL HEALTH INC | 1.87% | Compliant |
| LHXL3HARRIS TECHNOLOGIES INC | 1.84% | Non-compliant |
| TERTERADYNE INC | 1.81% | Compliant |
| NVTNVENT ELECTRIC PLC | 1.80% | Compliant |
| SXTSENSIENT TECHNOLOGIES CORP | 1.80% | Compliant |
| AEPAMERICAN ELECTRIC POWER COMPANY INC | 1.79% | Non-compliant |
| SOLSSOLSTICE ADVANCED MATERIALS INC | 1.79% | Compliant |
| ENTGENTEGRIS INC | 1.75% | Compliant |
| EVREVERCORE INC | 1.74% | Non-compliant |
Top 10 of 61 holdings, 18.1% 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 SAMVX. 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) | 39.80 | NEUTRAL |
| Stochastic %K (14) | 14.29 | BUY |
| CCI (20) | -108.42 | BUY |
| Williams %R (14) | -85.71 | BUY |
| MACD (12,26,9) | -0.00 | SELL |
| ROC (10) | -1.76 | SELL |
| Momentum (10) | -0.23 | SELL |
| EMA (10) | 12.98 | SELL |
| SMA (10) | 13.04 | SELL |
| EMA (20) | 13.02 | SELL |
| SMA (20) | 13.00 | SELL |
| EMA (30) | 13.06 | SELL |
| SMA (30) | 13.02 | SELL |
| EMA (50) | 13.14 | SELL |
| SMA (50) | 13.20 | SELL |
| EMA (100) | 13.17 | SELL |
| SMA (100) | 13.40 | SELL |
| EMA (200) | 12.78 | BUY |
| SMA (200) | 13.04 | SELL |
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.