Is BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND (BGH) Halal?

NYSE Financial Services United States $268M
✗ NOT HALAL
Confidence: 95/100
BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND (BGH) 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 December 2024

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
13.4
EPS
$1.00
Dividend Yield
1099.0%
Payout: 146.8%
Revenue
$44M

Profitability

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

Cash Flow & Balance Sheet

Operating Cash Flow-$7M
Free Cash Flow-$7M
Total Debt$144M
Total Assets$475M

Price & Trading

Last Close$13.55
50-Day MA$14.48
200-Day MA$15.27
Avg Volume83K
52-Week Range
$12.52
$16.90

About BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND (BGH)

CEO
Mr. Christopher Hanscom
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$268M
Currency
USD

Babson Capital Global Short Duration High Yield Fund is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund is co-managed by Babson Capital Global Advisors Limited. It invests in fixed income markets across the globe. The fund primarily invests in global high-yield bonds, loans, and other income-producing instruments that are, at the time of purchase, rated below Baa3 by Moody's Investors Service, Inc. or below BBB- by Standard & Poor's Rating Services. It seeks to invest in securities with a weighted average portfolio duration of three years or less. The fund employs bottom-up fundamental analysis to create its portfolio. It benchmarks the performance of its portfolio against the Bank of America/Merrill Lynch Global Non-Financial High Yield Constrained Index. The fund was formerly known as Babson Capital Global Short Duration High Yield Fund. Babson Capital Global Short Duration High Yield Fund was formed on October 25, 2012 and is domiciled in the United States.

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Frequently Asked Questions

Is BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND (BGH) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), BARINGS GLOBAL SHORT DURATION HIGH YIELD 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 BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND's debt ratio?

BARINGS GLOBAL SHORT DURATION HIGH YIELD 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 BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND's key financial metrics?

BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND has a market capitalization of $268M, trailing P/E ratio of 13.4, and revenue of $44M.

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.