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.
HARTFORD SMALL CAP VALUE FUND · HARTFORD MUTUAL FUNDS, INC
63 holdings · as of 2026-04-30 (4.7 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 104% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 62.39% of portfolio weight is in non-compliant holdings, over the 5% threshold.
63 holdings, 50 matched (80% of weight). Portfolio as of 2026-04-30, filed 2026-06-25. Source: SEC Form N-PORT.
1.58% of this portfolio’s income is non-permissible — weighted across holdings, computed over 59% of portfolio weight (38 of 63 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.
19.7% compliant 0.0% questionable 59.9% non-compliant 20.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| State Street Global Advisors | UNSCREENED | 4.65% | no in-house ratios for this holding |
| iShares Russell 2000 Value ETF | UNSCREENED | 3.39% | no in-house ratios for this holding |
| ADEA Adeia Inc | COMPLIANT | 2.23% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| KALU Kaiser Aluminum Corp | NON_COMPLIANT | 2.20% | AAOIFI39.7% Usmani36.7% Dow Jones Islamic65.1% S&P Shariah72.6% MSCI Islamic36.6% MSCI Islamic M-Series72.6% FTSE Shariah35.7% |
| ICHR Ichor Holdings Ltd | COMPLIANT | 2.14% | AAOIFI7.3% Usmani13.0% Dow Jones Islamic12.3% S&P Shariah13.0% MSCI Islamic13.0% MSCI Islamic M-Series13.0% FTSE Shariah10.1% |
| BFH Bread Financial Holdings Inc | NON_COMPLIANT | 2.13% | AAOIFI101.5% Usmani19.3% Dow Jones Islamic143.0% S&P Shariah165.3% MSCI Islamic19.3% MSCI Islamic M-Series165.3% FTSE Shariah19.3% |
| National Storage Affiliates Trust | UNSCREENED | 2.11% | no in-house ratios for this holding |
| KNTK Kinetik Holdings Inc | NON_COMPLIANT | 2.07% | AAOIFI43.0% Usmani55.5% Dow Jones Islamic56.5% S&P Shariah62.5% MSCI Islamic55.5% MSCI Islamic M-Series62.5% FTSE Shariah54.8% |
| PEB Pebblebrook Hotel Trust | NON_COMPLIANT | 2.05% | AAOIFI102.3% Usmani39.4% Dow Jones Islamic141.2% S&P Shariah134.2% MSCI Islamic39.4% MSCI Islamic M-Series134.2% FTSE Shariah39.4% |
| SR Spire Inc | NON_COMPLIANT | 2.01% | AAOIFI156.5% Usmani52.6% Dow Jones Islamic173.6% S&P Shariah194.4% MSCI Islamic52.6% MSCI Islamic M-Series194.4% FTSE Shariah52.6% |
| RNST Renasant Corp | NON_COMPLIANT | 1.99% | AAOIFI29.4% Usmani4.1% Dow Jones Islamic36.1% S&P Shariah43.0% MSCI Islamic4.1% MSCI Islamic M-Series43.0% FTSE Shariah4.1% |
| WTTR Select Water Solutions Inc | COMPLIANT | 1.98% | AAOIFI11.6% Usmani16.3% Dow Jones Islamic17.0% S&P Shariah19.1% MSCI Islamic16.3% MSCI Islamic M-Series19.1% FTSE Shariah14.5% |
| RDN Radian Group Inc | NON_COMPLIANT | 1.93% | AAOIFI25.4% Usmani11.6% Dow Jones Islamic26.6% S&P Shariah27.5% MSCI Islamic11.6% MSCI Islamic M-Series27.5% FTSE Shariah11.6% |
| AUB Atlantic Union Bankshares Corp | NON_COMPLIANT | 1.93% | AAOIFI32.2% Usmani4.9% Dow Jones Islamic43.1% S&P Shariah50.5% MSCI Islamic4.9% MSCI Islamic M-Series50.5% FTSE Shariah4.9% |
| Home BancShares Inc/AR | UNSCREENED | 1.90% | no in-house ratios for this holding |
| KWR Quaker Chemical Corp | NON_COMPLIANT | 1.84% | AAOIFI33.2% Usmani32.4% Dow Jones Islamic38.2% S&P Shariah34.7% MSCI Islamic32.4% MSCI Islamic M-Series34.7% FTSE Shariah30.6% |
| MSM MSC Industrial Direct Co Inc | COMPLIANT | 1.84% | AAOIFI8.2% Usmani22.3% Dow Jones Islamic11.4% S&P Shariah11.5% MSCI Islamic22.3% MSCI Islamic M-Series11.5% FTSE Shariah20.3% |
| Leggett & Platt Inc | UNSCREENED | 1.83% | no in-house ratios for this holding |
| FIBK First Interstate BancSystem Inc | NON_COMPLIANT | 1.83% | AAOIFI4.1% Usmani0.6% Dow Jones Islamic4.6% S&P Shariah5.0% MSCI Islamic0.6% MSCI Islamic M-Series5.0% FTSE Shariah0.6% |
| TNET TriNet Group Inc | NON_COMPLIANT | 1.82% | AAOIFI30.0% Usmani28.4% Dow Jones Islamic29.3% S&P Shariah23.6% MSCI Islamic28.4% MSCI Islamic M-Series23.6% FTSE Shariah26.8% |
| PRG PROG Holdings Inc | NON_COMPLIANT | 1.81% | AAOIFI58.5% Usmani43.3% Dow Jones Islamic63.0% S&P Shariah63.0% MSCI Islamic43.3% MSCI Islamic M-Series63.0% FTSE Shariah43.3% |
| SFNC Simmons First National Corp | NON_COMPLIANT | 1.80% | AAOIFI9.6% Usmani1.3% Dow Jones Islamic12.0% S&P Shariah13.1% MSCI Islamic1.3% MSCI Islamic M-Series13.1% FTSE Shariah1.3% |
| CVBF CVB Financial Corp | NON_COMPLIANT | 1.80% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KMT Kennametal Inc | COMPLIANT | 1.79% | AAOIFI31.5% Usmani23.1% Dow Jones Islamic35.4% S&P Shariah37.0% MSCI Islamic23.1% MSCI Islamic M-Series37.0% FTSE Shariah21.6% |
| SHOO Steven Madden Ltd | COMPLIANT | 1.78% | AAOIFI11.8% Usmani20.5% Dow Jones Islamic14.4% S&P Shariah14.0% MSCI Islamic20.5% MSCI Islamic M-Series14.0% FTSE Shariah6.8% |
| CVSA Covista Inc | COMPLIANT | 1.77% | AAOIFI21.3% Usmani30.1% Dow Jones Islamic22.9% S&P Shariah26.8% MSCI Islamic30.1% MSCI Islamic M-Series26.8% FTSE Shariah22.0% |
| RGR Sturm Ruger & Co Inc | COMPLIANT | 1.76% | AAOIFI0.2% Usmani0.3% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.3% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| OMCL Omnicell Inc | COMPLIANT | 1.76% | AAOIFI12.8% Usmani10.0% Dow Jones Islamic11.5% S&P Shariah11.9% MSCI Islamic10.0% MSCI Islamic M-Series11.9% FTSE Shariah8.4% |
| CRI Carter's Inc | NON_COMPLIANT | 1.73% | AAOIFI97.4% Usmani43.4% Dow Jones Islamic84.8% S&P Shariah69.6% MSCI Islamic43.4% MSCI Islamic M-Series69.6% FTSE Shariah20.8% |
| MCRI Monarch Casino & Resort Inc | NON_COMPLIANT | 1.73% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FNB Corp/PA | UNSCREENED | 1.72% | no in-house ratios for this holding |
| CNOB ConnectOne Bancorp Inc | NON_COMPLIANT | 1.72% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VYX NCR Voyix Corp | NON_COMPLIANT | 1.69% | AAOIFI116.7% Usmani34.1% Dow Jones Islamic87.4% S&P Shariah73.7% MSCI Islamic34.1% MSCI Islamic M-Series73.7% FTSE Shariah28.6% |
| FHB First Hawaiian Inc | NON_COMPLIANT | 1.67% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Choice Hotels International Inc | UNSCREENED | 1.67% | no in-house ratios for this holding |
| MLKN MillerKnoll Inc | NON_COMPLIANT | 1.66% | AAOIFI119.7% Usmani45.3% Dow Jones Islamic139.7% S&P Shariah125.3% MSCI Islamic45.3% MSCI Islamic M-Series125.3% FTSE Shariah32.4% |
| MTN Vail Resorts Inc | NON_COMPLIANT | 1.62% | AAOIFI69.2% Usmani58.6% Dow Jones Islamic63.3% S&P Shariah57.2% MSCI Islamic58.6% MSCI Islamic M-Series57.2% FTSE Shariah54.4% |
| SON Sonoco Products Co | NON_COMPLIANT | 1.60% | AAOIFI101.6% Usmani45.7% Dow Jones Islamic108.8% S&P Shariah106.8% MSCI Islamic45.2% MSCI Islamic M-Series106.8% FTSE Shariah42.4% |
| PHIN Phinia Inc | NON_COMPLIANT | 1.60% | AAOIFI40.7% Usmani26.3% Dow Jones Islamic45.6% S&P Shariah51.0% MSCI Islamic26.3% MSCI Islamic M-Series51.0% FTSE Shariah25.2% |
| PDM Piedmont Realty Trust Inc | NON_COMPLIANT | 1.55% | AAOIFI189.3% Usmani55.8% Dow Jones Islamic218.0% S&P Shariah236.0% MSCI Islamic55.8% MSCI Islamic M-Series236.0% FTSE Shariah55.8% |
| OZK Bank OZK | NON_COMPLIANT | 1.55% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DLB Dolby Laboratories Inc | COMPLIANT | 1.52% | AAOIFI0.8% Usmani1.5% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.5% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| UTL Unitil Corp | NON_COMPLIANT | 1.52% | AAOIFI74.4% Usmani32.8% Dow Jones Islamic84.0% S&P Shariah87.7% MSCI Islamic32.8% MSCI Islamic M-Series87.7% FTSE Shariah32.5% |
| AGM Federal Agricultural Mortgage Corp | NON_COMPLIANT | 1.46% | AAOIFI1461.1% Usmani88.5% Dow Jones Islamic1784.4% S&P Shariah1834.1% MSCI Islamic88.5% MSCI Islamic M-Series1834.1% FTSE Shariah88.5% |
| ENR Energizer Holdings Inc | NON_COMPLIANT | 1.44% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| VRRM Verra Mobility Corp | NON_COMPLIANT | 1.43% | AAOIFI135.4% Usmani67.3% Dow Jones Islamic34.1% S&P Shariah31.6% MSCI Islamic67.3% MSCI Islamic M-Series31.6% FTSE Shariah64.0% |
| HELE Helen of Troy Ltd | NON_COMPLIANT | 1.43% | AAOIFI117.7% Usmani37.4% Dow Jones Islamic97.6% S&P Shariah58.4% MSCI Islamic37.4% MSCI Islamic M-Series58.4% FTSE Shariah34.4% |
| UGI Corp | UNSCREENED | 1.41% | no in-house ratios for this holding |
| HTO H2O America | NON_COMPLIANT | 1.40% | AAOIFI69.6% Usmani35.0% Dow Jones Islamic99.4% S&P Shariah101.6% MSCI Islamic35.0% MSCI Islamic M-Series101.6% FTSE Shariah35.0% |
| MBUU Malibu Boats Inc | NON_COMPLIANT | 1.37% | AAOIFI33.8% Usmani17.7% Dow Jones Islamic28.1% S&P Shariah25.4% MSCI Islamic17.7% MSCI Islamic M-Series25.4% FTSE Shariah16.6% |
| LOOMIS.ST Loomis AB | NON_COMPLIANT | 1.32% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KMPR Kemper Corp | NON_COMPLIANT | 1.22% | AAOIFI57.2% Usmani7.9% Dow Jones Islamic32.1% S&P Shariah31.1% MSCI Islamic7.9% MSCI Islamic M-Series31.1% FTSE Shariah7.9% |
| XPER Xperi Inc | COMPLIANT | 1.18% | AAOIFI23.1% Usmani10.6% Dow Jones Islamic19.1% S&P Shariah17.6% MSCI Islamic10.6% MSCI Islamic M-Series17.6% FTSE Shariah6.5% |
| NAVI Navient Corp | NON_COMPLIANT | 1.18% | AAOIFI4909.2% Usmani93.7% Dow Jones Islamic3945.0% S&P Shariah3430.3% MSCI Islamic93.7% MSCI Islamic M-Series3430.3% FTSE Shariah93.7% |
| IART Integra LifeSciences Holdings Corp | NON_COMPLIANT | 1.14% | AAOIFI68.0% Usmani24.8% Dow Jones Islamic70.3% S&P Shariah50.6% MSCI Islamic24.8% MSCI Islamic M-Series50.6% FTSE Shariah19.8% |
| PCRX Pacira BioSciences Inc | NON_COMPLIANT | 1.08% | AAOIFI39.2% Usmani33.1% Dow Jones Islamic41.2% S&P Shariah37.5% MSCI Islamic33.1% MSCI Islamic M-Series37.5% FTSE Shariah29.2% |
| RITM Rithm Capital Corp | NON_COMPLIANT | 1.08% | AAOIFI532.0% Usmani55.3% Dow Jones Islamic565.3% S&P Shariah611.2% MSCI Islamic55.3% MSCI Islamic M-Series611.2% FTSE Shariah55.3% |
| Veradigm Inc | UNSCREENED | 0.87% | no in-house ratios for this holding |
| NCMI National CineMedia Inc | COMPLIANT | 0.78% | AAOIFI9.4% Usmani4.9% Dow Jones Islamic4.9% S&P Shariah5.2% MSCI Islamic4.9% MSCI Islamic M-Series5.2% FTSE Shariah2.7% |
| First Financial Bancorp | UNSCREENED | 0.72% | no in-house ratios for this holding |
| Cracker Barrel Old Country Store Inc | UNSCREENED | 0.67% | no in-house ratios for this holding |
| Alight Inc | UNSCREENED | 0.30% | no in-house ratios for this holding |
| Fixed Income Clearing Corp. | UNSCREENED | 0.09% | no in-house ratios for this holding |
The published standards disagree about this fund by 13 points of portfolio weight — 30.2% of it passes FTSE Shariah, 17.6% passes AAOIFI. 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 17.6% ratios fail on 65.4% 21.3% not rated under AAOIFI
ratios pass on 25.8% ratios fail on 57.2% 21.3% not rated under Usmani
ratios pass on 18.3% ratios fail on 64.6% 21.3% not rated under Dow Jones Islamic
ratios pass on 23.4% ratios fail on 59.6% 21.3% not rated under S&P Shariah
ratios pass on 25.1% ratios fail on 57.8% 21.3% not rated under MSCI Islamic
ratios pass on 21.6% ratios fail on 61.3% 21.3% not rated under MSCI Islamic M-Series
ratios pass on 30.2% ratios fail on 52.7% 21.3% not rated under FTSE Shariah
50 of 63 listed holdings carry our own per-methodology verdicts (83% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 45 (74% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| KALU Kaiser Aluminum Corp | 2.20% |
| BFH Bread Financial Holdings Inc | 2.13% |
| KNTK Kinetik Holdings Inc | 2.07% |
| PEB Pebblebrook Hotel Trust | 2.05% |
| SR Spire Inc | 2.01% |
| RNST Renasant Corp | 1.99% |
| RDN Radian Group Inc | 1.93% |
| AUB Atlantic Union Bankshares Corp | 1.93% |
| KWR Quaker Chemical Corp | 1.84% |
| FIBK First Interstate BancSystem Inc | 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.
HSMRX (HSMRX) 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 HSMRX — 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
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) | 32.70 | NEUTRAL |
| Stochastic %K (14) | 0.00 | BUY |
| CCI (20) | -121.89 | BUY |
| Williams %R (14) | -100.00 | BUY |
| MACD (12,26,9) | -0.04 | SELL |
| ROC (10) | -3.52 | SELL |
| Momentum (10) | -0.54 | SELL |
| EMA (10) | 15.00 | SELL |
| SMA (10) | 15.03 | SELL |
| EMA (20) | 15.18 | SELL |
| SMA (20) | 15.22 | SELL |
| EMA (30) | 15.28 | SELL |
| SMA (30) | 15.41 | SELL |
| EMA (50) | 15.32 | SELL |
| SMA (50) | 15.56 | SELL |
| EMA (100) | 15.05 | SELL |
| SMA (100) | 15.19 | SELL |
| EMA (200) | 14.28 | BUY |
| SMA (200) | 14.29 | BUY |
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small capitalization companies. The fund's sub-adviser primarily invests in securities the advisor believes are undervalued in the marketplace. Based on market or economic conditions, the fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market.
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 2026-09-15 · Asset managers net 904684 (-7677)
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.