Verdicts genuinely change. Free email alert the moment YASSX'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.
AMG Yacktman Special Opportunities Fund · AMG Funds
44 holdings
NON-COMPLIANT At least 37.86% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 32% turns out to be. Matching more holdings can only raise this share, never lower it.
44 holdings, 25 matched (68% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
1.84% of this portfolio’s income is non-permissible — weighted across holdings, computed over 68% of portfolio weight (24 of 44 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.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| OBL.AX OMNI BRIDGEWAY LTD | NON_COMPLIANT | 9.91% | AAOIFI15.9% Usmani7.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic6.7% MSCI Islamic M-Seriesfail FTSE Shariah6.7% |
| AXL.V ARROW EXPLORATION CORP | COMPLIANT | 8.93% | AAOIFI0.2% Usmani0.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.2% MSCI Islamic M-Seriespass FTSE Shariah0.2% |
| LEGH LEGACY HOUSING CORP | COMPLIANT | 5.70% | AAOIFI0.2% Usmani0.2% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.2% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| IWB.MI ITALIAN WINE BRANDS SPA | NON_COMPLIANT | 5.58% | AAOIFI86.1% Usmani31.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic28.9% MSCI Islamic M-Seriesfail FTSE Shariah28.9% |
| DR.TO MEDICAL FACILITIES CORP | NON_COMPLIANT | 5.48% | AAOIFI32.9% Usmani— Dow Jones Islamicpass S&P Shariahpass MSCI Islamic— MSCI Islamic M-Seriespass FTSE Shariah— |
| IBAB.BR ION BEAM APPLICATIONS SA | COMPLIANT | 5.45% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| U-HAUL HOLDING COMPANY | UNSCREENED | 5.01% | no in-house ratios for this holding |
| FILA FABBRICA ITALIANA LAPIS ED AFFINI SPA | UNSCREENED | 4.79% | no in-house ratios for this holding |
| TOTAL ENERGY SERVICES INC | UNSCREENED | 4.73% | no in-house ratios for this holding |
| BRCK.L BRCK GROUP PLC | NON_COMPLIANT | 4.70% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| MACF.L MACFARLANE GROUP PLC | NON_COMPLIANT | 3.54% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| HSP.L HARGREAVES SERVICES PLC | COMPLIANT | 3.28% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SAMYUNG TRADING COMPANY LTD | UNSCREENED | 3.11% | no in-house ratios for this holding |
| 2678.HK TEXHONG INTERNATIONAL GROUP LTD | NON_COMPLIANT | 2.97% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ODET(COMPAGNIE DE L-) SA | UNSCREENED | 2.72% | no in-house ratios for this holding |
| HZN.AX HORIZON OIL LTD | COMPLIANT | 2.70% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| KOA SHOJI HOLDINGS CO LTD | UNSCREENED | 1.63% | no in-house ratios for this holding |
| 005930.KS SAMSUNG ELECTRONICS CO LTD | COMPLIANT | 1.22% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| UNIT CORP | UNSCREENED | 1.22% | no in-house ratios for this holding |
| MI CHANG OIL INDUSTRIES CO LTD | UNSCREENED | 1.18% | no in-house ratios for this holding |
| DELFI LTD | UNSCREENED | 1.07% | no in-house ratios for this holding |
| CEDER.ST CEDERGRENSKA AB | COMPLIANT | 1.05% | AAOIFI15.9% Usmani19.4% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic19.4% MSCI Islamic M-Seriesfail FTSE Shariah19.4% |
| KOMELON CORP | UNSCREENED | 1.00% | no in-house ratios for this holding |
| HME.V HEMISPHERE ENERGY CORP | COMPLIANT | 0.93% | AAOIFI1.4% Usmani4.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic2.4% MSCI Islamic M-Seriespass FTSE Shariah2.4% |
| MITANI CORP | UNSCREENED | 0.91% | no in-house ratios for this holding |
| PARDEE RESOURCES COMPANY | UNSCREENED | 0.87% | no in-house ratios for this holding |
| HFG.L HILTON FOOD GROUP PLC | NON_COMPLIANT | 0.83% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MAEZAWA HOLDINGS CO LTD | UNSCREENED | 0.83% | no in-house ratios for this holding |
| DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS | UNSCREENED | 0.82% | no in-house ratios for this holding |
| WINE.L NAKED WINES PLC | NON_COMPLIANT | 0.81% | AAOIFI10.2% Usmani5.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic2.9% MSCI Islamic M-Seriesfail FTSE Shariah2.9% |
| 5122.T OKAMOTO INDUSTRIES INC | NON_COMPLIANT | 0.75% | AAOIFI3.0% Usmani2.0% Dow Jones Islamicfail S&P Shariahpass MSCI Islamic2.0% MSCI Islamic M-Seriesfail FTSE Shariah2.0% |
| GOLD GOLD.COM INC | NON_COMPLIANT | 0.72% | AAOIFI2.4% Usmani0.8% Dow Jones Islamic3.9% S&P Shariah4.2% MSCI Islamic0.8% MSCI Islamic M-Series4.2% FTSE Shariah0.0% |
| AMPY AMPLIFY ENERGY CORP | COMPLIANT | 0.69% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MXG.TO MAXIM POWER CORP | COMPLIANT | 0.66% | AAOIFI0.1% Usmani0.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.1% MSCI Islamic M-Seriespass FTSE Shariah0.1% |
| 9467.T ALPHAPOLIS CO LTD | NON_COMPLIANT | 0.65% | AAOIFI0.4% Usmani0.8% Dow Jones Islamicfail S&P Shariahpass MSCI Islamic0.7% MSCI Islamic M-Seriesfail FTSE Shariah0.7% |
| MDI.JO MASTER DRILLING GROUP LTD | NON_COMPLIANT | 0.60% | AAOIFI46.2% Usmani17.7% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic16.0% MSCI Islamic M-Seriesfail FTSE Shariah16.0% |
| BIXOLON CO LTD | UNSCREENED | 0.52% | no in-house ratios for this holding |
| 4628.T SK KAKEN COMPANY LTD | NON_COMPLIANT | 0.50% | AAOIFI2.3% Usmani1.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic1.5% MSCI Islamic M-Seriesfail FTSE Shariah1.5% |
| AMERICA'S CAR-MART INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| NEOPHARM CO LTD | UNSCREENED | 0.46% | no in-house ratios for this holding |
| RDI READING INTERNATIONAL INC | NON_COMPLIANT | 0.42% | AAOIFI385.8% Usmani67.2% Dow Jones Islamic936.6% S&P Shariah846.1% MSCI Islamic67.2% MSCI Islamic M-Series846.1% FTSE Shariah25.2% |
| F9D.SI BOUSTEAD SINGAPORE LTD | NON_COMPLIANT | 0.41% | AAOIFI8.9% Usmani9.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic6.7% MSCI Islamic M-Seriesfail FTSE Shariah6.7% |
| CITADEL SECURITIES LLC | UNSCREENED | 0.23% | no in-house ratios for this holding |
| DAIWA CAPITAL MARKETS AMERICA INC. | UNSCREENED | 0.02% | no in-house ratios for this holding |
The published standards disagree about this fund by 15 points of portfolio weight — 35.4% of it passes FTSE Shariah, 19.9% 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 24.2% ratios fail on 37.9% 38.0% not rated under AAOIFI
ratios pass on 31.4% ratios fail on 25.2% 43.5% not rated under Usmani
ratios pass on 24.2% ratios fail on 37.8% 38.0% not rated under Dow Jones Islamic
ratios pass on 22.4% ratios fail on 39.7% 38.0% not rated under S&P Shariah
ratios pass on 34.5% ratios fail on 22.1% 43.5% not rated under MSCI Islamic
ratios pass on 19.9% ratios fail on 42.2% 38.0% not rated under MSCI Islamic M-Series
ratios pass on 35.4% ratios fail on 21.2% 43.5% not rated under FTSE Shariah
25 of 44 listed holdings carry our own per-methodology verdicts (68% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 17 (44% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| OBL.AX OMNI BRIDGEWAY LTD | 9.91% |
| IWB.MI ITALIAN WINE BRANDS SPA | 5.58% |
| DR.TO MEDICAL FACILITIES CORP | 5.48% |
| BRCK.L BRCK GROUP PLC | 4.70% |
| MACF.L MACFARLANE GROUP PLC | 3.54% |
| 2678.HK TEXHONG INTERNATIONAL GROUP LTD | 2.97% |
| HFG.L HILTON FOOD GROUP PLC | 0.83% |
| WINE.L NAKED WINES PLC | 0.81% |
| 5122.T OKAMOTO INDUSTRIES INC | 0.75% |
| GOLD GOLD.COM INC | 0.72% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
AMG Yacktman Special Opportunities Fund (YASSX) 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 |
|---|---|---|
| OBL.AXOMNI BRIDGEWAY LTD | 9.91% | Non-compliant |
| AXL.VARROW EXPLORATION CORP | 8.93% | Compliant |
| LEGHLEGACY HOUSING CORP | 5.70% | Compliant |
| IWB.MIITALIAN WINE BRANDS SPA | 5.58% | Non-compliant |
| DR.TOMEDICAL FACILITIES CORP | 5.48% | Non-compliant |
| IBAB.BRION BEAM APPLICATIONS SA | 5.45% | Compliant |
| U-HAUL HOLDING COMPANYnot matched to a ticker | 5.01% | Not screened |
| FILA FABBRICA ITALIANA LAPIS ED AFFINI SPAnot matched to a ticker | 4.79% | Not screened |
| TOTAL ENERGY SERVICES INCnot matched to a ticker | 4.73% | Not screened |
| BRCK.LBRCK GROUP PLC | 4.70% | Non-compliant |
Top 10 of 44 holdings, 60.3% 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 YASSX. 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) | 39.10 | NEUTRAL |
| Stochastic %K (14) | 7.69 | BUY |
| CCI (20) | -95.44 | NEUTRAL |
| Williams %R (14) | -92.31 | BUY |
| MACD (12,26,9) | -0.03 | SELL |
| ROC (10) | -1.51 | SELL |
| Momentum (10) | -0.20 | SELL |
| EMA (10) | 13.06 | SELL |
| SMA (10) | 13.05 | SELL |
| EMA (20) | 13.12 | SELL |
| SMA (20) | 13.17 | SELL |
| EMA (30) | 13.13 | SELL |
| SMA (30) | 13.23 | SELL |
| EMA (50) | 13.07 | SELL |
| SMA (50) | 13.16 | SELL |
| EMA (100) | 12.83 | BUY |
| SMA (100) | 12.83 | BUY |
| EMA (200) | 12.26 | BUY |
| SMA (200) | 12.35 | 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.