Is Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) halal? Not Halal. Based on AAOIFI screening, Virtus Artificial Intelligence & Technology Opportunities Fund has involvement in prohibited business activities with a compliance score of 0/100 (Grade: F).

Virtus Artificial Intelligence & Technology Opportunities Fund

AIO: Is Virtus Artificial Intelligence & Technology Opportunities Fund Halal?

Not Halal

Virtus Artificial Intelligence & Technology Opportunities Fund

NYSEFinancial ServicesUS

$27.43

+0.11%

About Virtus Artificial Intelligence & Technology Opportunities Fund

Virtus Artificial Intelligence & Technology Opportunities Fund (the Fund) is a diversified, closed-ended management investment company. The Fund seeks to generate a stable income stream and growth of capital by focusing on one of the most significant long-term secular growth opportunities in markets. The Fund invests in a growing universe of opportunities across a broad spectrum of technologies and sectors embracing the disruptive power of artificial intelligence and other new technologies. The Fund's investment advisor is Virtus Investment Advisers, Inc., and its investment subadvisor is Voya Investment Management Co. LLC.

Sector: Financial Services 路 Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jun 18, 2026
F

Non-Compliant

Fails Shariah screening

0Score

Business Activity Screen

Failed

Checks if the business is involved in prohibited activities (alcohol, gambling, pork, conventional banking, etc.)

  • Basket-weighted haram holdings exceed 5% (65.3%)

Basket Composition

99% of basket screened

ETFs are baskets of many stocks. AAOIFI-aligned rule: basket is halal when haram weight is under 5%. The purification share is the weighted prohibited-income contribution of the underlying holdings.

47%
65%
Halal47%
Doubtful2%
Haram65%
Unknown0%

Top Holdings

NVDANVIDIA Corphalal5.39%TSMTSMChalal2.67%AVGOBroadcom Inchalal2.63%LLYEli Lilly & Cohalal2.58%CCitigroup Incharam2.47%FLEXFlex Ltdhalal2.41%MKSIMKS INCharam2.39%MACOM TECH SOLUTIONSharam2.34%APHAmphenol Corphalal2.20%LITELUMENTUM HOLDINGS INCharam2.16%

Compliance History

  1. Not Halalnow

    since Jun 2026

  2. Under Review

    until the change above

Tracked since May 2026. Updates automatically on each re-screen.

Screened: Jun 18, 2026Fiscal: N/ASource: FMP-LOOKTHROUGH

Financial Overview

Market Cap

944.7M

Price

$27.43

Sector

Financial Services

Industry

Asset Management

Halal Alternatives in Financial Services

This stock is not Shariah-compliant. Here are halal alternatives from the same sector, ranked by compliance score:

SPDR Gold Shares
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iShares Silver Trust
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iShares Silver Trust

$60.61

+0.47%

AllianceBernstein Holding L.P.
ABA+

AllianceBernstein Holding L.P.

$36.03

-1.13%

Inflection Point Acquisition Corp. III
IPCXA+

Inflection Point Acquisition Corp. III

$10.31

+0.00%

Axiom Intelligence Acquisition Corp 1
AXINA+

Axiom Intelligence Acquisition Corp 1

$10.42

+0.29%

More Financial Services Stocks

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BAC

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WFC

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Frequently Asked Questions

Is Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) halal to invest in?
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is rated Not Halal under AAOIFI Standard 21 screening. It fails either the business activity screen (primary involvement in prohibited sectors such as conventional banking, alcohol, or gambling) or one of the quantitative financial ratio thresholds. Muslim investors should avoid or exit this position.
Why did Virtus Artificial Intelligence & Technology Opportunities Fund get a F compliance rating?
Virtus Artificial Intelligence & Technology Opportunities Fund's compliance grade is determined by AAOIFI Standard 21 screening, a two-step process: (1) qualitative screen for prohibited business activities and (2) quantitative check of debt, interest deposits, and prohibited income ratios. Scroll up to see the detailed ratio breakdown.
What could change Virtus Artificial Intelligence & Technology Opportunities Fund's Shariah verdict?
Virtus Artificial Intelligence & Technology Opportunities Fund's verdict is recalculated whenever the fund rebalances or holdings change materially. If the haram-weight of underlying holdings crosses 5% (the AAOIFI threshold for fund look-through), the verdict will flip to Not Halal. HalalScreener rescreens ETFs at each rebalance cycle.
How often is Virtus Artificial Intelligence & Technology Opportunities Fund re-screened for Shariah compliance?
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Jun 18, 2026.

Screened according to AAOIFI Standard No. 21 路 For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.