Is SRH Total Return Fund, Inc. (STEW) halal? Not Halal. Based on AAOIFI screening, SRH Total Return Fund, Inc. has involvement in prohibited business activities with a compliance score of 0/100 (Grade: F).

SRH Total Return Fund, Inc.

STEW: Is SRH Total Return Fund, Inc. Halal?

Not Halal

SRH Total Return Fund, Inc.

NYSEFinancial ServicesUS

$17.31

+0.23%

About SRH Total Return Fund, Inc.

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States.

Sector: Financial Services 路 Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jun 12, 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% (34.9%)

Basket Composition

41% 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.

14%
35%
48%
Halal14%
Doubtful3%
Haram35%
Unknown48%

Top Holdings

Berkshire Hathaway Inc CL Aunknown35.17%JPMJPMorgan Chase & Coharam13.95%Enterprise Products Partners LPunknown5.96%Berkshire Hathaway Inc CL Bunknown5.73%STATE STREET INSTITUTIONAL USharam4.57%Cisco Systems Inc/Delawareunknown4.45%EVREVERCORE INChalal4.19%MSFTMicrosoft Corphalal3.55%Cohen & Steers Infrastructureunknown3.37%CATCaterpillar Inchalal3.36%

Compliance History

  1. Not Halalnow

    current status

  2. Under Review

    until the change above

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

Screened: Jun 12, 2026Fiscal: N/ASource: FMP-LOOKTHROUGH

Financial Overview

Market Cap

1.7B

Price

$17.31

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:

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iShares Silver Trust

$60.61

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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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Frequently Asked Questions

Is SRH Total Return Fund, Inc. (STEW) halal to invest in?
SRH Total Return Fund, Inc. (STEW) 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 SRH Total Return Fund, Inc. get a F compliance rating?
SRH Total Return Fund, Inc.'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 SRH Total Return Fund, Inc.'s Shariah verdict?
SRH Total Return Fund, Inc.'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 SRH Total Return Fund, Inc. re-screened for Shariah compliance?
SRH Total Return Fund, Inc. (STEW) 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 12, 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.