Is Hotchkis & Wiley SMID Cap Diversified Value Fund halal to invest in?

As of September 2026, Hotchkis & Wiley SMID Cap Diversified Value Fund HWSM is classified as not halal according to Musaffa’s Shariah screening methodology. This classification is based on an assessment of the company’s business activities and financial ratios against Islamic investment guidelines.

Is Hotchkis & Wiley SMID Cap Diversified Value Fund a Shariah-compliant ETF?

An ETF is considered Shariah-compliant if its underlying assets consist primarily of companies that operate in permissible business activities and meet Islamic financial screening thresholds. Musaffa analyzes Hotchkis & Wiley SMID Cap Diversified Value Fund using these criteria to determine its compliance status.

How often is the Shariah compliance for Hotchkis & Wiley SMID Cap Diversified Value Fund updated?

The Shariah compliance status of Hotchkis & Wiley SMID Cap Diversified Value Fund may be updated periodically when new portfolio disclosures, financial statements of underlying companies, or other relevant information becomes available.

Can a halal ETF like Hotchkis & Wiley SMID Cap Diversified Value Fund become non-compliant?

Yes. An ETF that is currently Shariah-compliant may become non-compliant if its underlying holdings change or if the financial ratios of the companies within the fund exceed Shariah thresholds.

Where can I check the Shariah status of Hotchkis & Wiley SMID Cap Diversified Value Fund?

You can check the latest Shariah compliance status of Hotchkis & Wiley SMID Cap Diversified Value Fund on Musaffa's ETF page, where screening results and key indicators are updated to help Muslim investors make informed decisions.

Hotchkis & Wiley SMID Cap Diversified Value Fund HWSM

HWSM Shariah Compliance

Screening Methodology: AAOIFI

As of September 2026, Hotchkis & Wiley SMID Cap Diversified Value Fund is classified as not halal.

NOT HALAL

Is Hotchkis & Wiley SMID Cap Diversified Value Fund ETF Halal?

Shariah Compliance Analysis of HWSM ETF

US Equity Extended Market

No. As of September 2026, Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is classified as NOT HALAL by Musaffa under its AAOIFI-based Shariah screening methodology. Hotchkis & Wiley SMID Cap Diversified Value Fund does not pass Musaffa's business and financial screening criteria.

HWSM was created on 2025-03-31 by Hotchkis & Wiley. The fund's investment portfolio concentrates primarily on extended market equity. HWSM is an actively managed fund that targets undervalued small- and mid-cap stocks that are often out of favor or considered overlooked by investors. Holdings are selected based on fundamentals and weighted based on analyst conviction.

Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) Chart

Key Statistics of Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)

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FAQ's for Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)

As of September 2026, Hotchkis & Wiley SMID Cap Diversified Value Fund HWSM is classified as not halal according to Musaffa’s Shariah screening methodology. This classification is based on an assessment of the company’s business activities and financial ratios against Islamic investment guidelines.
An ETF is considered Shariah-compliant if its underlying assets consist primarily of companies that operate in permissible business activities and meet Islamic financial screening thresholds. Musaffa analyzes Hotchkis & Wiley SMID Cap Diversified Value Fund using these criteria to determine its compliance status.
The Shariah compliance status of Hotchkis & Wiley SMID Cap Diversified Value Fund may be updated periodically when new portfolio disclosures, financial statements of underlying companies, or other relevant information becomes available.
Yes. An ETF that is currently Shariah-compliant may become non-compliant if its underlying holdings change or if the financial ratios of the companies within the fund exceed Shariah thresholds.
You can check the latest Shariah compliance status of Hotchkis & Wiley SMID Cap Diversified Value Fund on Musaffa’s ETF page, where screening results and key indicators are updated to help Muslim investors make informed decisions.