Is Virtus Diversified Income & Convertible Fund (ACV) Halal?

NYSE Financial Services United States $251M
✗ NOT HALAL
Confidence: 95/100
Virtus Diversified Income & Convertible Fund (ACV) is Not Halal under AAOIFI Standard 21 due to its classification in the Asset Management industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from January 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Asset Management ✗ NOT HALAL
DJIM Excluded — Asset Management ✗ NOT HALAL
MSCI Excluded — Asset Management ✗ NOT HALAL
S&P Excluded — Asset Management ✗ NOT HALAL
FTSE Excluded — Asset Management ✗ NOT HALAL

Financial Highlights

P/E Ratio
5.8
EPS
$4.17
Dividend Yield
892.0%
Payout: 51.8%
Revenue
$48M

Profitability

Gross Margin 0.0%
Operating Margin 0.0%
Net Margin 0.0%

Cash Flow & Balance Sheet

Operating Cash Flow$20M
Free Cash Flow$20M
Total Debt$75M
Total Assets$351M

Price & Trading

Last Close$24.86
50-Day MA$26.84
200-Day MA$24.90
Avg Volume25K
52-Week Range
$17.00
$29.04

About Virtus Diversified Income & Convertible Fund (ACV)

Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$251M
Currency
USD

Virtus Diversified Income & Convertible Fund is a closed-ended balanced mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in the public equity and fixed income markets. The fund primarily invests in diversified portfolio of convertible securities, income-producing equity securities, and income-producing debt and other instruments of varying maturities. It employs fundamental analysis along with bottom-up stock picking approach. Virtus Diversified Income & Convertible Fund was formed In May 27, 2015 and is domiciled in United States.

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Frequently Asked Questions

Is Virtus Diversified Income & Convertible Fund (ACV) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), Virtus Diversified Income & Convertible Fund is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is Virtus Diversified Income & Convertible Fund's debt ratio?

Virtus Diversified Income & Convertible Fund's debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are Virtus Diversified Income & Convertible Fund's key financial metrics?

Virtus Diversified Income & Convertible Fund has a market capitalization of $251M, trailing P/E ratio of 5.8, and revenue of $48M.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.