Hotchkis & Wiley SMID Cap Diversified Value Fund

HWSM

Hotchkis & Wiley

Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) on the Akinda fund screen (AAOIFI-derived): Not halal. Coverage 98.21%. Below: the fund under all five rulebooks, its facts and every holding with its own verdict.

Akinda fund screen

Akinda fund screen (AAOIFI-derived)Not halalCoverage: 98.21%

Halal 24.25%
Doubtful 3.05%
Not halal 70.92%
Not rated 1.79%

The bar is scaled to fit; the figures are as reported, and the buckets do not always total 100%.

Coverage is the share of the fund's weight we hold a usable verdict for. Below 95%, a fund is rated only when the weight we can see already breaches the 5% limit; otherwise it is not rated by this method.

Fund facts

Issuer: Hotchkis & Wiley
Venue (where it trades): United States
Domicile (where it is registered): United States
Reporting currency: USD
Expense ratio: 0.55%
AUM: 2.88M USD
Holdings: 171 (171 screened)
Basket as of (provider): 23 Oct 2026
Basket fetched by Akinda: 23 Oct 2026
Verdict updated: 3 Nov 2026

Venue is where a fund trades; domicile is where it is registered. London-listed funds are domiciled in Ireland or Luxembourg, so use Venue for UK ETFs.

Five rulebooks

Rulebook	Verdict	Halal	Not halal
Akinda fund screen (AAOIFI)	Not halal	24.25%	70.92%
DJIM	Not halal	23.15%	72.02%
FTSE	Not halal	34.04%	61.56%
MSCI	Not halal	34.84%	60.33%
S&P	Not halal	25.57%	68.24%

Every bar uses the same 0–100% scale. Index rulebooks report only halal and not-halal weight; uncoloured weight is weight that rulebook does not classify. Coverage is published for the Akinda fund screen only.

The fund screen and the four index rulebooks answer different questions, so they are expected to disagree. A fund can be doubtful on our fund screen and halal under S&P; both are correct.

Holdings

1–50 of 171 holdings, largest first · basket as of 23 Oct 2026

No.	Holding	Weight	Akinda (AAOIFI)	DJIM	FTSE	MSCI	S&P
No.	Holding	Weight	Akinda (AAOIFI)	DJIM	FTSE	MSCI	S&P
1	WDAYWorkday Inc	2.16%	Halal	Halal	Halal	Halal	Halal
2	GEHCGE HealthCare Technologies Inc	1.90%	Halal	Halal	Halal	Halal	Halal
3	FFIVF5 Inc	1.79%	Halal	Halal	Halal	Halal	Halal
4	APAAPA Corp	1.60%	Not halal	Not halal	Halal	Halal	Not halal
5	PPGPPG Industries Inc	1.56%	Halal	Halal	Halal	Halal	Halal
6	DDominion Energy Inc	1.49%	Not halal	Not halal	Not halal	Not halal	Not halal
7	AIGAmerican International Group Inc	1.32%	Not halal	Not halal	Not halal	Not halal	Not halal
8	HSTHost Hotels & Resorts Inc	1.11%	Not halal	Not halal	Not halal	Not halal	Not halal
9	ACGLArch Capital Group Ltd	1.04%	Not halal	Not halal	Not halal	Not halal	Not halal
10	CRBGCorebridge Financial Inc	1.00%	Not halal	Not halal	Not halal	Not halal	Not halal
11	ERICTelefonaktiebolaget LM Ericsson	1.00%	Halal	Halal	Halal	Halal	Halal
12	FCNCAFirst Citizens BancShares Inc/NC	1.00%	Not halal	Not halal	Not halal	Not halal	Not halal
13	MGAMagna International Inc	0.98%	Not halal	Not halal	Halal	Halal	Not halal
14	ESEversource Energy	0.98%	Not halal	Not halal	Not halal	Not halal	Not halal
15	SYFSynchrony Financial	0.97%	Not halal	Not halal	Not halal	Not halal	Not halal
16	NFGNational Fuel Gas Co	0.96%	Not halal	Not halal	Halal	Halal	Not halal
17	WALWestern Alliance Bancorp	0.95%	Not halal	Not halal	Not halal	Not halal	Not halal
18	ALLYAlly Financial Inc	0.94%	Not halal	Not halal	Not halal	Not halal	Not halal
19	BENFranklin Templeton Inc	0.93%	Not halal	Not halal	Not halal	Not halal	Not halal
20	FLRFluor Corp	0.78%	Not halal	Not halal	Not halal	Not halal	Not rated
21	MATMattel Inc	0.73%	Not halal	Not halal	Not halal	Not halal	Not halal
22	POOLPool Corp	0.69%	Halal	Halal	Not halal	Not halal	Halal
23	CTSHCognizant Technology Solutions Corp	0.68%	Doubtful	Not rated	Not rated	Not rated	Not rated
24	OVVOvintiv Inc	0.67%	Not halal	Not halal	Halal	Halal	Not halal
25	MKLMarkel Group Inc	0.67%	Not halal	Not halal	Not halal	Not halal	Not halal
26	RGAReinsurance Group of America Inc	0.66%	Not halal	Not halal	Not halal	Not halal	Not halal
27	BKHBlack Hills Corp	0.66%	Not halal	Not halal	Not halal	Not halal	Not halal
28	STZConstellation Brands Inc	0.66%	Not halal	Not halal	Not halal	Not halal	Not halal
29	WKWorkiva Inc	0.65%	Halal	Halal	Not halal	Not halal	Halal
30	SWKStanley Black & Decker Inc	0.65%	Not halal	Not halal	Halal	Halal	Not halal
31	FBHSFortune Brands Innovations Inc	0.64%	Not halal	Not halal	Not halal	Not halal	Not halal
32	REEverest Group Ltd	0.64%	Not halal	Not halal	Not halal	Not halal	Not halal
33	FTVFortive Corp	0.64%	Halal	Halal	Halal	Halal	Halal
34	SJMJ M Smucker Co/The	0.63%	Not halal	Not halal	Not halal	Not halal	Not halal
35	AOSA O Smith Corp	0.63%	Halal	Halal	Halal	Halal	Halal
36	HUMHumana Inc	0.63%	Not halal	Not halal	Not halal	Not halal	Not halal
37	TAPMolson Coors Beverage Co	0.63%	Not halal	Not halal	Not halal	Not halal	Not halal
38	WTMWhite Mountains Insurance Group Ltd	0.63%	Not halal	Not halal	Not halal	Not halal	Not halal
39	CNCCentene Corp	0.63%	Not halal	Not halal	Not halal	Not halal	Not halal
40	ATRAptarGroup Inc	0.63%	Halal	Halal	Halal	Halal	Halal
41	VNTVontier Corp	0.62%	Not halal	Not halal	Not halal	Not halal	Not halal
42	LHLabcorp Holdings Inc	0.62%	Not halal	Halal	Not halal	Not halal	Halal
43	CHDNChurchill Downs Inc	0.62%	Not halal	Not halal	Not halal	Not halal	Not halal
44	ZIONZions Bancorp NA	0.61%	Not halal	Not halal	Not halal	Not halal	Not halal
45	UFPIUFP Industries Inc	0.61%	Halal	Halal	Halal	Halal	Halal
46	BCOBrink's Co/The	0.61%	Not halal	Not halal	Not halal	Not halal	Not halal
47	PPLPPL Corp	0.61%	Not halal	Not halal	Not halal	Not halal	Not halal
48	EXCExelon Corp	0.61%	Not halal	Not halal	Not halal	Not halal	Not halal
49	WPPWPP PLC	0.61%	Not halal	Not halal	Halal	Halal	Not halal
50	AXTAAxalta Coating Systems Ltd	0.61%	Not halal	Not halal	Not halal	Not halal	Not halal

Not rated means we hold no usable verdict for that company; it is never treated as compliant.

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