What is SRH Total Return Fund, Inc.'s Shariah compliance score?

SRH Total Return Fund, Inc.'s (STEW) compliance score is being calculated. Check HalalScreener.app for the latest AAOIFI screening results.

Does SRH Total Return Fund, Inc. pass AAOIFI screening?

SRH Total Return Fund, Inc. (STEW) does not pass AAOIFI Shariah screening. AAOIFI requires: (1) no primary involvement in prohibited activities like alcohol, gambling, or conventional banking, (2) debt-to-market-cap below 30% (STEW: 0.0%), (3) interest-bearing deposits below 30% (STEW: 0.0%), and (4) prohibited income below 5% (STEW: 8.6%). HalalScreener provides free AAOIFI screening for 10,000+ stocks at halalscreener.app.

How much purification is needed for SRH Total Return Fund, Inc. stock?

SRH Total Return Fund, Inc. (STEW) has a non-permissible income ratio of 8.60%. Muslim investors should purify this percentage of any dividends received and capital gains realized from STEW shares by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification automates this calculation using the latest financial data.

Where can I screen SRH Total Return Fund, Inc. for Shariah compliance for free?

HalalScreener (halalscreener.app) offers free Shariah compliance screening for SRH Total Return Fund, Inc. (STEW) and 10,000+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows all financial ratios transparently. No credit card or signup required for basic screening. HalalScreener also includes an AI Islamic Scholar for follow-up questions about STEW's compliance across different madhabs (Hanafi, Shafi'i, Maliki, Hanbali, Ja'fari).

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

SRH Total Return Fund, Inc.

NYSEFinancial ServicesUS

$17.31

+0.23%

Market Cap: 1.7B

Compliance Status

Not Halal

Screened on Jul 18, 2026 · AAOIFI Standard 21

Non-Compliant

0Score

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).

Basket rule

Over the limit

An ETF is halal when non-compliant holdings stay under 5% of the basket by weight.

32.8% of 5.0% limit

42% of the basket's holdings were screened individually.

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 · Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jul 18, 2026

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% (32.8%)

Basket Composition

42% 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.

17%

33%

47%

Halal17%

Doubtful3%

Not Halal33%

Unknown47%

Top Holdings

Berkshire Hathaway Inc CL AUnknown35.17%JPMJPMorgan Chase & CoNot Halal13.95%Enterprise Products Partners LPUnknown5.96%Berkshire Hathaway Inc CL BUnknown5.73%STATE STREET INSTITUTIONAL USNot Halal4.57%Cisco Systems Inc/DelawareUnknown4.45%EVREVERCORE INCHalal4.19%MSFTMicrosoft CorpHalal3.55%Cohen & Steers InfrastructureUnknown3.37%CATCaterpillar IncHalal3.36%

Compliance History

Not Halalnow
since Jun 2026
Under Review
until the change above

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

Fiscal: N/AData source: FMP-LOOKTHROUGH

Halal Alternatives in Financial Services

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

GLDA+

SPDR Gold Shares

$368.41

+0.17%

SLVA+

iShares Silver Trust

$50.78

+0.47%

PSLVA+

Sprott Physical Silver Trust

$21.30

+6.23%

PHYSA+

Sprott Physical Gold Trust

$31.75

+0.19%

ABA+

AllianceBernstein Holding L.P.

$36.03

-1.13%

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A+

PYPL

PayPal Holdings, Inc.

C+

BAC

Bank of America Corporation

WFC

Wells Fargo & Company

Free · No credit card required

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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: Jul 18, 2026.

Screened according to AAOIFI Standard No. 21 · 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.