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.
Aristotle Saul/Global Equity Fund · Aristotle Fund Series Trust
49 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 29.60% of portfolio weight is in non-compliant holdings, over the 5% threshold.
49 holdings, 43 matched (88% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
1.12% of this portfolio’s income is non-permissible — weighted across holdings, computed over 74% of portfolio weight (37 of 49 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.
51.7% compliant 6.2% questionable 29.6% non-compliant 11.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| 005930.KS Samsung Electronics Co Ltd | COMPLIANT | 5.07% | AAOIFI1.4% Usmani5.3% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.5% MSCI Islamic M-Seriespass FTSE Shariah4.5% |
| FCFS FirstCash Holdings Inc | NON_COMPLIANT | 3.77% | AAOIFI27.6% Usmani49.3% Dow Jones Islamic40.0% S&P Shariah44.0% MSCI Islamic49.3% MSCI Islamic M-Series44.0% FTSE Shariah42.8% |
| GOOG Alphabet Inc | QUESTIONABLE | 3.59% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| D05.SI DBS Group Holdings Ltd | NON_COMPLIANT | 3.36% | AAOIFI33.5% Usmani8.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic8.4% MSCI Islamic M-Seriesfail FTSE Shariah8.4% |
| TTE.PA TotalEnergies SE | NON_COMPLIANT | 2.91% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Munich Re | UNSCREENED | 2.78% | no in-house ratios for this holding |
| MLM Martin Marietta Materials Inc | COMPLIANT | 2.72% | AAOIFI17.5% Usmani29.8% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic29.8% MSCI Islamic M-Series18.9% FTSE Shariah27.9% |
| MCHP Microchip Technology Inc | COMPLIANT | 2.65% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| EBS.VI Erste Group Bank AG | NON_COMPLIANT | 2.58% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MSFT Microsoft Corp | QUESTIONABLE | 2.57% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| Otsuka Holdings Co Ltd | UNSCREENED | 2.56% | no in-house ratios for this holding |
| JAZZ Jazz Pharmaceuticals PLC | COMPLIANT | 2.54% | AAOIFI27.4% Usmani39.7% Dow Jones Islamic46.1% S&P Shariah49.7% MSCI Islamic39.7% MSCI Islamic M-Series49.7% FTSE Shariah39.3% |
| OSK Oshkosh Corp | COMPLIANT | 2.44% | AAOIFI14.2% Usmani14.3% Dow Jones Islamic17.3% S&P Shariah18.2% MSCI Islamic13.6% MSCI Islamic M-Series18.2% FTSE Shariah11.5% |
| BN.TO Brookfield Corp | COMPLIANT | 2.44% | AAOIFI15.9% Usmani2.8% Dow Jones Islamic— S&P Shariah— MSCI Islamic2.8% MSCI Islamic M-Series— FTSE Shariah2.8% |
| AMGN Amgen Inc | COMPLIANT | 2.43% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LEN Lennar Corp | NON_COMPLIANT | 2.40% | AAOIFI31.2% Usmani17.4% Dow Jones Islamic21.2% S&P Shariah19.8% MSCI Islamic17.4% MSCI Islamic M-Series19.8% FTSE Shariah17.4% |
| QCOM QUALCOMM Inc | COMPLIANT | 2.18% | AAOIFI8.3% Usmani25.7% Dow Jones Islamic8.6% S&P Shariah8.7% MSCI Islamic25.7% MSCI Islamic M-Series8.7% FTSE Shariah25.7% |
| US BANK MMDA - USBGFS 9 | UNSCREENED | 2.15% | no in-house ratios for this holding |
| 6758.T Sony Group Corp | COMPLIANT | 2.10% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 6367.T Daikin Industries Ltd | COMPLIANT | 2.04% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| KO Coca-Cola Co/The | COMPLIANT | 2.04% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| 0669.HK Techtronic Industries Co Ltd | COMPLIANT | 2.01% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 8306.T Mitsubishi UFJ Financial Group | NON_COMPLIANT | 1.98% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Wal-Mart de Mexico SAB de CV | UNSCREENED | 1.95% | no in-house ratios for this holding |
| GD General Dynamics Corp | NON_COMPLIANT | 1.93% | AAOIFI10.3% Usmani17.4% Dow Jones Islamic11.7% S&P Shariah12.4% MSCI Islamic16.8% MSCI Islamic M-Series12.4% FTSE Shariah13.7% |
| GSK GSK PLC | COMPLIANT | 1.92% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| COF Capital One Financial Corp | NON_COMPLIANT | 1.89% | AAOIFI38.5% Usmani7.6% Dow Jones Islamic49.3% S&P Shariah60.5% MSCI Islamic7.6% MSCI Islamic M-Series60.5% FTSE Shariah7.6% |
| LOW Lowe's Cos Inc | NON_COMPLIANT | 1.84% | AAOIFI35.6% Usmani71.7% Dow Jones Islamic30.1% S&P Shariah31.0% MSCI Islamic71.7% MSCI Islamic M-Series31.0% FTSE Shariah63.7% |
| 8001.T ITOCHU Corp | NON_COMPLIANT | 1.83% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| CCJ Cameco Corp | COMPLIANT | 1.74% | AAOIFI2.3% Usmani9.7% Dow Jones Islamic2.1% S&P Shariah2.5% MSCI Islamic9.7% MSCI Islamic M-Series2.5% FTSE Shariah9.7% |
| 6954.T FANUC Corp | COMPLIANT | 1.73% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| UBER Uber Technologies Inc | COMPLIANT | 1.68% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| RPM RPM International Inc | COMPLIANT | 1.57% | AAOIFI21.9% Usmani35.3% Dow Jones Islamic20.5% S&P Shariah21.0% MSCI Islamic35.3% MSCI Islamic M-Series21.0% FTSE Shariah30.4% |
| ALC Alcon AG | COMPLIANT | 1.57% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| 3064.T MonotaRO Co Ltd | COMPLIANT | 1.54% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| 1299.HK AIA Group Ltd | NON_COMPLIANT | 1.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RTO.L Rentokil Initial PLC | NON_COMPLIANT | 1.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ASSA-B.ST Assa Abloy AB | COMPLIANT | 1.39% | AAOIFI17.4% Usmani34.5% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.4% MSCI Islamic M-Seriespass FTSE Shariah31.4% |
| CVX Chevron Corp | COMPLIANT | 1.39% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.1% |
| PG Procter & Gamble Co/The | COMPLIANT | 1.36% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| Pan Pacific International Hold | UNSCREENED | 1.28% | no in-house ratios for this holding |
| NCLH Norwegian Cruise Line Holdings | NON_COMPLIANT | 1.17% | AAOIFI223.5% Usmani66.5% Dow Jones Islamic165.6% S&P Shariah179.7% MSCI Islamic66.5% MSCI Islamic M-Series179.7% FTSE Shariah62.6% |
| MDT Medtronic PLC | COMPLIANT | 1.14% | AAOIFI24.4% Usmani31.5% Dow Jones Islamic26.4% S&P Shariah27.4% MSCI Islamic31.4% MSCI Islamic M-Series27.4% FTSE Shariah30.2% |
| NEM.DE Nemetschek SE | COMPLIANT | 1.14% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| LVMH Moet Hennessy Louis Vuitt | UNSCREENED | 1.11% | no in-house ratios for this holding |
| HEIA.AS Heineken NV | NON_COMPLIANT | 1.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DSFIR.AS DSM-Firmenich AG | COMPLIANT | 1.07% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SY1.DE Symrise AG | COMPLIANT | 0.95% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| ADBE Adobe Inc | COMPLIANT | 0.89% | AAOIFI5.9% Usmani20.3% Dow Jones Islamic4.0% S&P Shariah3.3% MSCI Islamic20.3% MSCI Islamic M-Series3.3% FTSE Shariah18.9% |
The published standards disagree about this fund by 15 points of portfolio weight — 55.8% of it passes AAOIFI, 40.7% 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 55.8% ratios fail on 25.3% 18.2% not rated under AAOIFI
ratios pass on 43.4% ratios fail on 35.1% 20.8% not rated under Usmani
ratios pass on 50.5% ratios fail on 23.4% 25.4% not rated under Dow Jones Islamic
ratios pass on 50.5% ratios fail on 23.4% 25.4% not rated under S&P Shariah
ratios pass on 40.7% ratios fail on 32.1% 26.5% not rated under MSCI Islamic
ratios pass on 50.5% ratios fail on 23.4% 25.4% not rated under MSCI Islamic M-Series
ratios pass on 49.4% ratios fail on 27.0% 23.0% not rated under FTSE Shariah
43 of 49 listed holdings carry our own per-methodology verdicts (87% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 26 (58% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| FCFS FirstCash Holdings Inc | 3.77% |
| D05.SI DBS Group Holdings Ltd | 3.36% |
| TTE.PA TotalEnergies SE | 2.91% |
| EBS.VI Erste Group Bank AG | 2.58% |
| LEN Lennar Corp | 2.40% |
| 8306.T Mitsubishi UFJ Financial Group | 1.98% |
| GD General Dynamics Corp | 1.93% |
| COF Capital One Financial Corp | 1.89% |
| LOW Lowe's Cos Inc | 1.84% |
| 8001.T ITOCHU Corp | 1.83% |
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
ARAOX (ARAOX) 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.
Computing the full ratio and business-activity breakdown for ARAOX — this runs off the critical path so the page paints first. It will appear here on its own.
The fund primarily invests its assets in equity securities that are listed on an exchange or that are otherwise publicly traded in the United States or in a foreign country. It may also invest in exchange-traded funds ("ETFs"). Under normal market conditions, the Global Equity Fund invests in at least three different countries, including emerging market countries, with at least 40% of its net assets invested in securities of issuers located outside the United States. The Global Equity Fund’s investments in foreign securities may include investments through ADRs, EDRs, and GDRs.
Background via Yahoo Finance — informational, not part of the verdict.
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
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.
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.
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.
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
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 2026-09-08 · Asset managers net 912361 (-21819)
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.