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 KAR Mid-Cap Growth Fund · Virtus Equity Trust
31 holdings · as of 2026-06-30 (2.6 months ago)
NON-COMPLIANT 21.24% of portfolio weight is in non-compliant holdings, over the 5% threshold.
31 holdings, 29 matched (91% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.09% of this portfolio’s income is non-permissible — weighted across holdings, computed over 80% of portfolio weight (27 of 31 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.
67.0% compliant 2.2% questionable 21.2% non-compliant 9.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| FIX COMFORT SYSTEMS USA INC | COMPLIANT | 7.70% | AAOIFI0.6% Usmani4.4% Dow Jones Islamic1.2% S&P Shariah1.5% MSCI Islamic4.4% MSCI Islamic M-Series1.5% FTSE Shariah0.6% |
| APH AMPHENOL CORP | NON_COMPLIANT | 7.16% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NET CLOUDFLARE INC | NON_COMPLIANT | 6.79% | AAOIFI0.3% Usmani4.0% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic4.0% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| CARDINAL INFRASTRUCTURE GROUP INC | UNSCREENED | 5.77% | no in-house ratios for this holding |
| MPWR MONOLITHIC POWER SYSTEMS INC | COMPLIANT | 4.93% | AAOIFI0.0% Usmani0.4% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.4% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WST WEST PHARMACEUTICAL SERVICES INC | COMPLIANT | 4.80% | AAOIFI1.3% Usmani7.8% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic7.7% MSCI Islamic M-Series1.4% FTSE Shariah5.0% |
| DDOG DATADOG INC | NON_COMPLIANT | 4.57% | AAOIFI1.7% Usmani16.9% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic16.9% MSCI Islamic M-Series2.6% FTSE Shariah13.1% |
| TOPBUILD CORP | UNSCREENED | 3.35% | no in-house ratios for this holding |
| APG API GROUP CORP | COMPLIANT | 3.31% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TOST TOAST INC | COMPLIANT | 3.25% | AAOIFI0.1% Usmani0.5% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.5% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| FICO FAIR ISAAC CORP | COMPLIANT | 3.07% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | COMPLIANT | 2.95% | AAOIFI13.3% Usmani28.4% Dow Jones Islamic17.8% S&P Shariah20.1% MSCI Islamic28.4% MSCI Islamic M-Series20.1% FTSE Shariah28.4% |
| HQY HEALTHEQUITY INC | COMPLIANT | 2.84% | AAOIFI12.2% Usmani29.7% Dow Jones Islamic12.2% S&P Shariah13.0% MSCI Islamic29.7% MSCI Islamic M-Series13.0% FTSE Shariah28.5% |
| ONON ON HOLDING AG | COMPLIANT | 2.76% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MELI MERCADOLIBRE INC | COMPLIANT | 2.73% | AAOIFI20.1% Usmani38.5% Dow Jones Islamic19.0% S&P Shariah20.6% MSCI Islamic38.3% MSCI Islamic M-Series20.6% FTSE Shariah33.3% |
| HLI HOULIHAN LOKEY INC | NON_COMPLIANT | 2.72% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| IDXX IDEXX LABORATORIES INC | COMPLIANT | 2.69% | AAOIFI1.4% Usmani16.8% Dow Jones Islamic1.3% S&P Shariah1.3% MSCI Islamic16.8% MSCI Islamic M-Series1.3% FTSE Shariah13.1% |
| WTS WATTS WATER TECHNOLOGIES INC | COMPLIANT | 2.69% | AAOIFI0.9% Usmani3.7% Dow Jones Islamic1.2% S&P Shariah1.4% MSCI Islamic3.7% MSCI Islamic M-Series1.4% FTSE Shariah3.7% |
| NYT NEW YORK TIMES COMPANY (THE) | COMPLIANT | 2.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ODFL OLD DOMINION FREIGHT LINE INC | COMPLIANT | 2.38% | AAOIFI0.1% Usmani0.3% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.3% |
| P EVERPURE INC | COMPLIANT | 2.32% | AAOIFI0.7% Usmani4.3% Dow Jones Islamic1.0% S&P Shariah1.1% MSCI Islamic4.3% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| RDDT REDDIT INC | QUESTIONABLE | 2.20% | AAOIFI0.1% Usmani0.6% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.6% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| GSHD GOOSEHEAD INSURANCE INC | COMPLIANT | 2.14% | AAOIFI16.1% Usmani91.6% Dow Jones Islamic21.9% S&P Shariah23.2% MSCI Islamic91.6% MSCI Islamic M-Series23.2% FTSE Shariah78.0% |
| EFX EQUIFAX INC | COMPLIANT | 2.13% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| TRMB TRIMBLE INC | COMPLIANT | 2.05% | AAOIFI10.6% Usmani17.1% Dow Jones Islamic8.8% S&P Shariah9.4% MSCI Islamic17.1% MSCI Islamic M-Series9.4% FTSE Shariah17.1% |
| ROL ROLLINS INC | COMPLIANT | 1.95% | AAOIFI6.5% Usmani33.2% Dow Jones Islamic4.4% S&P Shariah4.7% MSCI Islamic33.2% MSCI Islamic M-Series4.7% FTSE Shariah21.0% |
| PTC PTC INC | COMPLIANT | 1.75% | AAOIFI11.1% Usmani24.7% Dow Jones Islamic8.0% S&P Shariah8.0% MSCI Islamic24.7% MSCI Islamic M-Series8.0% FTSE Shariah21.9% |
| CPRT COPART INC | 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% |
| MDLN MEDLINE INC | COMPLIANT | 1.68% | AAOIFI26.3% Usmani32.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.1% MSCI Islamic M-Seriespass FTSE Shariah32.0% |
| FRPT FRESHPET INC | COMPLIANT | 1.41% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| VERX VERTEX INC | COMPLIANT | 1.29% | AAOIFI18.3% Usmani28.9% Dow Jones Islamic46.2% S&P Shariah45.9% MSCI Islamic28.9% MSCI Islamic M-Series45.9% FTSE Shariah28.0% |
The published standards disagree about this fund by 22 points of portfolio weight — 59.1% of it passes AAOIFI, 37.4% 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 59.1% ratios fail on 14.1% 26.4% not rated under AAOIFI
ratios pass on 41.6% ratios fail on 30.6% 27.4% not rated under Usmani
ratios pass on 57.8% ratios fail on 15.4% 26.4% not rated under Dow Jones Islamic
ratios pass on 57.8% ratios fail on 15.4% 26.4% not rated under S&P Shariah
ratios pass on 37.4% ratios fail on 37.1% 25.1% not rated under MSCI Islamic
ratios pass on 57.8% ratios fail on 15.4% 26.4% not rated under MSCI Islamic M-Series
ratios pass on 43.6% ratios fail on 28.6% 27.4% not rated under FTSE Shariah
29 of 31 listed holdings carry our own per-methodology verdicts (90% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 26 (79% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
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.
PSKCX (PSKCX) 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 PSKCX — 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) | 33.80 | NEUTRAL |
| Stochastic %K (14) | 3.70 | BUY |
| CCI (20) | -94.54 | NEUTRAL |
| Williams %R (14) | -96.30 | BUY |
| MACD (12,26,9) | -0.06 | SELL |
| ROC (10) | -2.20 | SELL |
| Momentum (10) | -0.49 | SELL |
| EMA (10) | 22.02 | SELL |
| SMA (10) | 21.99 | SELL |
| EMA (20) | 22.34 | SELL |
| SMA (20) | 22.45 | SELL |
| EMA (30) | 22.54 | SELL |
| SMA (30) | 22.80 | SELL |
| EMA (50) | 22.71 | SELL |
| SMA (50) | 22.97 | SELL |
| EMA (100) | 22.86 | SELL |
| SMA (100) | 22.81 | SELL |
| EMA (200) | 23.40 | SELL |
| SMA (200) | 23.09 | SELL |
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.
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.