KESGXETF / FundKennedy Capital ESG SMID Cap Fund
Verdicts genuinely change. Free email alert the moment KESGX's does — no target price to set, unlike a price alert.
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.
Kennedy Capital ESG SMID Cap Fund · INVESTMENT MANAGERS SERIES TRUST II
100 holdings
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 101% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 41.89% of portfolio weight is in non-compliant holdings, over the 5% threshold.
100 holdings, 88 matched (87% of weight). Portfolio as of 2026-06-30, filed 2026-08-26. Source: SEC Form N-PORT.
1.64% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (77 of 100 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.
45.1% compliant 0.0% questionable 41.6% non-compliant 13.3% unscreened
All holdings (100)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| UMB MONEY MARKET II SPECIAL / | UNSCREENED | 4.32% | no in-house ratios for this holding |
| RAL Ralliant Corp | COMPLIANT | 2.42% | AAOIFI16.4% Usmani31.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.0% MSCI Islamic M-Seriespass FTSE Shariah31.0% |
| AIZ Assurant Inc | NON_COMPLIANT | 1.73% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FROG JFrog Ltd | COMPLIANT | 1.68% | AAOIFI0.8% Usmani6.8% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic6.8% MSCI Islamic M-Series2.0% FTSE Shariah0.0% |
| SPXC SPX Technologies Inc | COMPLIANT | 1.62% | AAOIFI6.2% Usmani15.6% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic15.6% MSCI Islamic M-Series8.0% FTSE Shariah15.6% |
| USFD US Foods Holding Corp | NON_COMPLIANT | 1.53% | AAOIFI24.0% Usmani36.5% Dow Jones Islamic28.8% S&P Shariah32.1% MSCI Islamic36.5% MSCI Islamic M-Series32.1% FTSE Shariah36.5% |
| ONTO Onto Innovation Inc | UNRATED | 1.52% | AAOIFI15.0% Usmani39.4% Dow Jones Islamic16.3% S&P Shariah16.3% MSCI Islamic39.4% MSCI Islamic M-Series16.3% FTSE Shariah39.4% |
| SN SharkNinja Inc | COMPLIANT | 1.46% | AAOIFI3.7% Usmani16.3% Dow Jones Islamic5.8% S&P Shariah6.9% MSCI Islamic16.3% MSCI Islamic M-Series6.9% FTSE Shariah12.8% |
| ALGM Allegro MicroSystems Inc | COMPLIANT | 1.43% | AAOIFI4.5% Usmani22.0% Dow Jones Islamic5.2% S&P Shariah5.3% MSCI Islamic21.5% MSCI Islamic M-Series5.3% FTSE Shariah20.3% |
| WINA Winmark Corp | COMPLIANT | 1.40% | AAOIFI0.2% Usmani6.4% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic6.4% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| EWBC East West Bancorp Inc | NON_COMPLIANT | 1.36% | AAOIFI0.2% Usmani0.0% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic0.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| AHR American Healthcare REIT Inc | COMPLIANT | 1.35% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| BPOP Popular Inc | NON_COMPLIANT | 1.35% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ICUI ICU Medical Inc | NON_COMPLIANT | 1.33% | AAOIFI31.7% Usmani32.4% Dow Jones Islamic35.9% S&P Shariah38.3% MSCI Islamic32.3% MSCI Islamic M-Series38.3% FTSE Shariah31.0% |
| Mercury Systems Inc | UNSCREENED | 1.31% | no in-house ratios for this holding |
| SARO StandardAero Inc | NON_COMPLIANT | 1.31% | AAOIFI29.9% Usmani38.7% Dow Jones Islamic30.0% S&P Shariahpass MSCI Islamic38.5% MSCI Islamic M-Seriespass FTSE Shariah35.0% |
| ITT ITT Inc | COMPLIANT | 1.29% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| GNRC Generac Holdings Inc | COMPLIANT | 1.29% | AAOIFI10.8% Usmani21.2% Dow Jones Islamic11.6% S&P Shariah12.8% MSCI Islamic21.0% MSCI Islamic M-Series12.8% FTSE Shariah21.0% |
| RPM RPM International Inc | COMPLIANT | 1.25% | AAOIFI21.9% Usmani35.3% Dow Jones Islamic20.5% S&P Shariah21.0% MSCI Islamic35.3% MSCI Islamic M-Series21.0% FTSE Shariah30.4% |
| WTFC Wintrust Financial Corp | NON_COMPLIANT | 1.23% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GOLF Acushnet Holdings Corp | COMPLIANT | 1.23% | AAOIFI18.5% Usmani36.4% Dow Jones Islamic20.0% S&P Shariah21.2% MSCI Islamic36.4% MSCI Islamic M-Series21.2% FTSE Shariah36.4% |
| TDY Teledyne Technologies Inc | NON_COMPLIANT | 1.22% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| First Industrial Realty Trust | UNSCREENED | 1.22% | no in-house ratios for this holding |
| LYTS LSI Industries Inc | NON_COMPLIANT | 1.20% | AAOIFI50.3% Usmani35.7% Dow Jones Islamic44.6% S&P Shariah50.4% MSCI Islamic35.7% MSCI Islamic M-Series50.4% FTSE Shariah29.5% |
| VMI Valmont Industries Inc | COMPLIANT | 1.20% | AAOIFI9.4% Usmani25.2% Dow Jones Islamic11.5% S&P Shariah13.0% MSCI Islamic25.2% MSCI Islamic M-Series13.0% FTSE Shariah21.1% |
| SWK Stanley Black & Decker Inc | NON_COMPLIANT | 1.19% | AAOIFI32.4% Usmani23.7% Dow Jones Islamic39.9% S&P Shariah39.2% MSCI Islamic23.7% MSCI Islamic M-Series39.2% FTSE Shariah23.7% |
| OSIS OSI Systems Inc | NON_COMPLIANT | 1.19% | AAOIFI32.2% Usmani42.0% Dow Jones Islamic28.5% S&P Shariah32.8% MSCI Islamic42.0% MSCI Islamic M-Series32.8% FTSE Shariah40.0% |
| RS Reliance Inc | COMPLIANT | 1.15% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| MSA MSA Safety Inc | COMPLIANT | 1.14% | AAOIFI8.8% Usmani24.7% Dow Jones Islamic9.9% S&P Shariah9.8% MSCI Islamic24.7% MSCI Islamic M-Series9.8% FTSE Shariah23.1% |
| CR Crane Co | NON_COMPLIANT | 1.13% | AAOIFI9.7% Usmani27.7% Dow Jones Islamic10.6% S&P Shariah11.7% MSCI Islamic27.7% MSCI Islamic M-Series11.7% FTSE Shariah27.3% |
| STRL Sterling Infrastructure Inc | COMPLIANT | 1.13% | AAOIFI2.2% Usmani10.6% Dow Jones Islamic3.3% S&P Shariah4.3% MSCI Islamic10.5% MSCI Islamic M-Series4.3% FTSE Shariah8.9% |
| EHC Encompass Health Corp | COMPLIANT | 1.11% | AAOIFI23.9% Usmani38.1% Dow Jones Islamic26.5% S&P Shariah29.4% MSCI Islamic38.1% MSCI Islamic M-Series29.4% FTSE Shariah35.3% |
| CWT California Water Service Group | NON_COMPLIANT | 1.11% | AAOIFI47.6% Usmani24.7% Dow Jones Islamic53.9% S&P Shariah54.3% MSCI Islamic24.7% MSCI Islamic M-Series54.3% FTSE Shariah24.7% |
| TEX Terex Corp | NON_COMPLIANT | 1.10% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| BMI Badger Meter Inc | COMPLIANT | 1.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VOYA Voya Financial Inc | NON_COMPLIANT | 1.09% | AAOIFI23.3% Usmani1.1% Dow Jones Islamic30.0% S&P Shariah30.4% MSCI Islamic1.1% MSCI Islamic M-Series30.4% FTSE Shariah1.1% |
| WTRG Essential Utilities Inc | NON_COMPLIANT | 1.07% | AAOIFI74.1% Usmani42.5% Dow Jones Islamic81.4% S&P Shariah84.9% MSCI Islamic42.5% MSCI Islamic M-Series84.9% FTSE Shariah42.4% |
| JLL Jones Lang LaSalle Inc | NON_COMPLIANT | 1.07% | AAOIFI12.7% Usmani11.9% Dow Jones Islamic15.7% S&P Shariah17.4% MSCI Islamic11.9% MSCI Islamic M-Series17.4% FTSE Shariah7.5% |
| Q Qnity Electronics Inc | COMPLIANT | 1.05% | AAOIFI17.6% Usmani31.6% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic31.6% MSCI Islamic M-Seriespass FTSE Shariah28.1% |
| KRG Kite Realty Group Trust | NON_COMPLIANT | 1.04% | AAOIFI54.4% Usmani45.4% Dow Jones Islamic57.1% S&P Shariah59.9% MSCI Islamic45.4% MSCI Islamic M-Series59.9% FTSE Shariah45.4% |
| BOOT Boot Barn Holdings Inc | COMPLIANT | 1.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LPLA LPL Financial Holdings Inc | NON_COMPLIANT | 1.03% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| CACI International Inc | UNSCREENED | 1.02% | no in-house ratios for this holding |
| AEIS Advanced Energy Industries Inc | COMPLIANT | 1.02% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| ALG Alamo Group Inc | COMPLIANT | 1.02% | AAOIFI13.2% Usmani16.2% Dow Jones Islamic12.6% S&P Shariah12.5% MSCI Islamic16.2% MSCI Islamic M-Series12.5% FTSE Shariah15.2% |
| ESAB Esab Corp | NON_COMPLIANT | 1.01% | AAOIFI54.5% Usmani38.7% Dow Jones Islamic37.4% S&P Shariah40.1% MSCI Islamic38.7% MSCI Islamic M-Series40.1% FTSE Shariah36.5% |
| TBBK Bancorp Inc/The | NON_COMPLIANT | 1.01% | AAOIFI269.0% Usmani79.6% Dow Jones Islamic270.7% S&P Shariah295.8% MSCI Islamic79.6% MSCI Islamic M-Series295.8% FTSE Shariah79.6% |
| NVT nVent Electric PLC | COMPLIANT | 0.99% | AAOIFI6.2% Usmani22.8% Dow Jones Islamic10.2% S&P Shariah11.5% MSCI Islamic22.8% MSCI Islamic M-Series11.5% FTSE Shariah20.9% |
| Commerce Bancshares Inc/MO | UNSCREENED | 0.99% | no in-house ratios for this holding |
| GTES Gates Industrial Corp PLC | NON_COMPLIANT | 0.97% | AAOIFI34.0% Usmani30.2% Dow Jones Islamic38.1% S&P Shariah43.0% MSCI Islamic30.2% MSCI Islamic M-Series43.0% FTSE Shariah30.2% |
| BRO Brown & Brown Inc | NON_COMPLIANT | 0.94% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| MAA Mid-America Apartment Communit | NON_COMPLIANT | 0.93% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CWST Casella Waste Systems Inc | COMPLIANT | 0.93% | AAOIFI23.1% Usmani41.1% Dow Jones Islamic23.4% S&P Shariah23.7% MSCI Islamic41.1% MSCI Islamic M-Series23.7% FTSE Shariah38.6% |
| SSB SOUTHSTATE BANK CORP | NON_COMPLIANT | 0.91% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| SNX TD SYNNEX Corp | COMPLIANT | 0.90% | AAOIFI29.1% Usmani13.2% Dow Jones Islamic39.3% S&P Shariah43.9% MSCI Islamic13.2% MSCI Islamic M-Series43.9% FTSE Shariah13.2% |
| ATRC AtriCure Inc | COMPLIANT | 0.89% | AAOIFI2.6% Usmani11.0% Dow Jones Islamic4.0% S&P Shariah4.2% MSCI Islamic10.0% MSCI Islamic M-Series4.2% FTSE Shariah9.0% |
| TopBuild Corp | UNSCREENED | 0.89% | no in-house ratios for this holding |
| FELE Franklin Electric Co Inc | COMPLIANT | 0.89% | AAOIFI6.6% Usmani14.6% Dow Jones Islamic6.7% S&P Shariah6.7% MSCI Islamic14.6% MSCI Islamic M-Series6.7% FTSE Shariah11.2% |
| U Unity Software Inc | COMPLIANT | 0.88% | AAOIFI0.5% Usmani1.3% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.3% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| SF Stifel Financial Corp | NON_COMPLIANT | 0.86% | AAOIFI6.0% Usmani1.7% Dow Jones Islamic9.9% S&P Shariah11.2% MSCI Islamic1.7% MSCI Islamic M-Series11.2% FTSE Shariah1.7% |
| GPI Group 1 Automotive Inc | NON_COMPLIANT | 0.85% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| LOPE Grand Canyon Education Inc | COMPLIANT | 0.85% | AAOIFI2.6% Usmani11.3% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic11.3% MSCI Islamic M-Series2.3% FTSE Shariah0.0% |
| Zurn Elkay Water Solutions Cor | UNSCREENED | 0.85% | no in-house ratios for this holding |
| ATMU Atmus Filtration Technologies | COMPLIANT | 0.84% | AAOIFI22.3% Usmani52.2% Dow Jones Islamic26.3% S&P Shariah30.0% MSCI Islamic52.1% MSCI Islamic M-Series30.0% FTSE Shariah49.4% |
| SIGI Selective Insurance Group Inc | NON_COMPLIANT | 0.80% | AAOIFI9.2% Usmani3.3% Dow Jones Islamic9.9% S&P Shariah9.5% MSCI Islamic3.3% MSCI Islamic M-Series9.5% FTSE Shariah3.3% |
| GPC Genuine Parts Co | NON_COMPLIANT | 0.80% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| AAOI Applied Optoelectronics Inc | COMPLIANT | 0.80% | AAOIFI1.5% Usmani6.0% Dow Jones Islamic3.5% S&P Shariah5.0% MSCI Islamic6.0% MSCI Islamic M-Series5.0% FTSE Shariah2.6% |
| NEOG Neogen Corp | NON_COMPLIANT | 0.79% | AAOIFI30.1% Usmani24.0% Dow Jones Islamic40.9% S&P Shariah32.5% MSCI Islamic24.0% MSCI Islamic M-Series32.5% FTSE Shariah23.4% |
| AVPT AvePoint Inc | COMPLIANT | 0.78% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| AVY Avery Dennison Corp | COMPLIANT | 0.78% | AAOIFI27.4% Usmani39.9% Dow Jones Islamic27.3% S&P Shariah25.7% MSCI Islamic39.9% MSCI Islamic M-Series25.7% FTSE Shariah39.9% |
| LKQ LKQ Corp | NON_COMPLIANT | 0.76% | AAOIFI26.9% Usmani9.2% Dow Jones Islamic17.1% S&P Shariah15.3% MSCI Islamic9.2% MSCI Islamic M-Series15.3% FTSE Shariah0.0% |
| SPSC SPS Commerce Inc | COMPLIANT | 0.76% | AAOIFI0.2% Usmani0.6% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.6% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| TSCO Tractor Supply Co | NON_COMPLIANT | 0.75% | AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7% |
| ESE ESCO Technologies Inc | COMPLIANT | 0.74% | AAOIFI1.9% Usmani6.2% Dow Jones Islamic2.5% S&P Shariah3.0% MSCI Islamic5.6% MSCI Islamic M-Series3.0% FTSE Shariah3.5% |
| RRX Regal Rexnord Corp | NON_COMPLIANT | 0.72% | AAOIFI43.7% Usmani34.7% Dow Jones Islamic44.5% S&P Shariah46.1% MSCI Islamic34.7% MSCI Islamic M-Series46.1% FTSE Shariah33.5% |
| CVCO Cavco Industries Inc | COMPLIANT | 0.71% | AAOIFI0.9% Usmani2.9% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic2.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| ICLR ICON PLC | COMPLIANT | 0.70% | AAOIFI22.8% Usmani21.6% Dow Jones Islamic26.9% S&P Shariah20.7% MSCI Islamic21.6% MSCI Islamic M-Series20.7% FTSE Shariah20.8% |
| AGIO Agios Pharmaceuticals Inc | NON_COMPLIANT | 0.70% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| POST Post Holdings Inc | NON_COMPLIANT | 0.69% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| CHE Chemed Corp | COMPLIANT | 0.69% | AAOIFI4.3% Usmani18.7% Dow Jones Islamic4.2% S&P Shariah3.9% MSCI Islamic18.7% MSCI Islamic M-Series3.9% FTSE Shariah8.9% |
| MOD Modine Manufacturing Co | COMPLIANT | 0.68% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| WWD Woodward Inc | NON_COMPLIANT | 0.67% | AAOIFI4.0% Usmani14.9% Dow Jones Islamic4.7% S&P Shariah5.5% MSCI Islamic14.9% MSCI Islamic M-Series5.5% FTSE Shariah14.4% |
| KRYS Krystal Biotech Inc | NON_COMPLIANT | 0.66% | AAOIFI0.1% Usmani0.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.5% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| ICFI ICF International Inc | NON_COMPLIANT | 0.65% | AAOIFI23.1% Usmani19.4% Dow Jones Islamic24.6% S&P Shariah20.3% MSCI Islamic19.4% MSCI Islamic M-Series20.3% FTSE Shariah19.4% |
| KWR Quaker Chemical Corp | NON_COMPLIANT | 0.65% | AAOIFI33.2% Usmani32.4% Dow Jones Islamic38.2% S&P Shariah34.7% MSCI Islamic32.4% MSCI Islamic M-Series34.7% FTSE Shariah30.6% |
| GMED Globus Medical Inc | COMPLIANT | 0.63% | AAOIFI1.1% Usmani2.0% Dow Jones Islamic1.1% S&P Shariah1.2% MSCI Islamic2.0% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| Roivant Sciences Ltd | UNSCREENED | 0.62% | no in-house ratios for this holding |
| Crinetics Pharmaceuticals Inc | UNSCREENED | 0.62% | no in-house ratios for this holding |
| IONS Ionis Pharmaceuticals Inc | NON_COMPLIANT | 0.59% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RYTM Rhythm Pharmaceuticals Inc | NON_COMPLIANT | 0.58% | AAOIFI1.8% Usmani25.1% Dow Jones Islamic2.0% S&P Shariah2.4% MSCI Islamic25.1% MSCI Islamic M-Series2.4% FTSE Shariah24.3% |
| RXO RXO Inc | COMPLIANT | 0.57% | AAOIFI21.9% Usmani21.0% Dow Jones Islamic23.4% S&P Shariah24.9% MSCI Islamic21.0% MSCI Islamic M-Series24.9% FTSE Shariah14.3% |
| HB Fuller Co | UNSCREENED | 0.56% | no in-house ratios for this holding |
| OSK Oshkosh Corp | COMPLIANT | 0.56% | AAOIFI14.2% Usmani14.3% Dow Jones Islamic17.3% S&P Shariah18.2% MSCI Islamic13.6% MSCI Islamic M-Series18.2% FTSE Shariah11.5% |
| ITGR Integer Holdings Corp | NON_COMPLIANT | 0.53% | AAOIFI30.5% Usmani39.9% Dow Jones Islamic35.6% S&P Shariah36.3% MSCI Islamic38.4% MSCI Islamic M-Series36.3% FTSE Shariah36.2% |
| Newamsterdam Pharma Co NV | UNSCREENED | 0.51% | no in-house ratios for this holding |
| Insmed Inc | UNSCREENED | 0.50% | no in-house ratios for this holding |
| WAY Waystar Holding Corp | NON_COMPLIANT | 0.50% | AAOIFI36.9% Usmani25.2% Dow Jones Islamic26.1% S&P Shariah— MSCI Islamic25.2% MSCI Islamic M-Series— FTSE Shariah25.0% |
| LGND Ligand Pharmaceuticals Inc | COMPLIANT | 0.46% | AAOIFI19.7% Usmani51.8% Dow Jones Islamic34.1% S&P Shariah42.6% MSCI Islamic51.8% MSCI Islamic M-Series42.6% FTSE Shariah51.5% |
| TRMB Trimble Inc | COMPLIANT | 0.45% | AAOIFI10.6% Usmani17.1% Dow Jones Islamic8.8% S&P Shariah9.4% MSCI Islamic17.1% MSCI Islamic M-Series9.4% FTSE Shariah17.1% |
| ENOV Enovis Corp | NON_COMPLIANT | 0.29% | AAOIFI122.4% Usmani34.8% Dow Jones Islamic71.7% S&P Shariah60.3% MSCI Islamic34.8% MSCI Islamic M-Series60.3% FTSE Shariah34.1% |
The published standards disagree about this fund by 14 points of portfolio weight — 50.4% of it passes S&P Shariah, 36.6% 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 49.3% ratios fail on 29.7% 21.7% not rated under AAOIFI
ratios pass on 43.0% ratios fail on 37.7% 19.9% not rated under Usmani
ratios pass on 49.6% ratios fail on 27.7% 23.3% not rated under Dow Jones Islamic
ratios pass on 50.4% ratios fail on 27.0% 23.3% not rated under S&P Shariah
ratios pass on 36.6% ratios fail on 41.6% 22.4% not rated under MSCI Islamic
ratios pass on 50.4% ratios fail on 27.0% 23.3% not rated under MSCI Islamic M-Series
ratios pass on 46.0% ratios fail on 32.3% 22.4% not rated under FTSE Shariah
88 of 100 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, 82 (82% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| AIZ Assurant Inc | 1.73% |
| USFD US Foods Holding Corp | 1.53% |
| EWBC East West Bancorp Inc | 1.36% |
| BPOP Popular Inc | 1.35% |
| ICUI ICU Medical Inc | 1.33% |
| SARO StandardAero Inc | 1.31% |
| WTFC Wintrust Financial Corp | 1.23% |
| TDY Teledyne Technologies Inc | 1.22% |
| LYTS LSI Industries Inc | 1.20% |
| SWK Stanley Black & Decker Inc | 1.19% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Kennedy Capital ESG SMID Cap Fund (KESGX) 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.
Screened on its holdings, not its name
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 |
|---|---|---|
| UMB MONEY MARKET II SPECIAL /not matched to a ticker | 4.32% | Not screened |
| RALRalliant Corp | 2.42% | Compliant |
| AIZAssurant Inc | 1.73% | Non-compliant |
| FROGJFrog Ltd | 1.68% | Compliant |
| SPXCSPX Technologies Inc | 1.62% | Compliant |
| USFDUS Foods Holding Corp | 1.53% | Non-compliant |
| ONTOOnto Innovation Inc | 1.52% | Screened, not rated |
| SNSharkNinja Inc | 1.46% | Compliant |
| ALGMAllegro MicroSystems Inc | 1.43% | Compliant |
| WINAWinmark Corp | 1.40% | Compliant |
Top 10 of 100 holdings, 19.1% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- UMB MONEY MARKET II SPECIAL /not screened4.32%
- AIZnon-compliant1.73%
- USFDnon-compliant1.53%
- ONTOscreened, not rated1.52%
- EWBCnon-compliant1.36%
- BPOPnon-compliant1.35%
What changed, and when
Verdict history for KESGX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for KESGX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
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.
Price Forecast
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.
Technical Summary
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.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 54.30 | NEUTRAL |
| Stochastic %K (14) | 67.95 | NEUTRAL |
| CCI (20) | 55.76 | NEUTRAL |
| Williams %R (14) | -32.05 | NEUTRAL |
| MACD (12,26,9) | 0.04 | BUY |
| ROC (10) | 1.78 | BUY |
| Momentum (10) | 0.35 | BUY |
| EMA (10) | 19.93 | BUY |
| SMA (10) | 19.95 | BUY |
| EMA (20) | 19.80 | BUY |
| SMA (20) | 19.73 | BUY |
| EMA (30) | 19.74 | BUY |
| SMA (30) | 19.62 | BUY |
| EMA (50) | 19.73 | BUY |
| SMA (50) | 19.57 | BUY |
| EMA (100) | 19.63 | BUY |
| SMA (100) | 20.00 | SELL |
| EMA (200) | 18.90 | BUY |
| SMA (200) | 19.11 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.