Is FIRST TRUST MORTGAGE INCOME FUND (FMY) Halal?

NYSE Financial Services United States $49M
✗ NOT HALAL
Confidence: 95/100
FIRST TRUST MORTGAGE INCOME FUND (FMY) 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 October 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
10.7
EPS
$1.08
Dividend Yield
699.0%
Payout: 79.6%
P/B Ratio
0.9
Revenue
$5M
Growth: -11.6%
Beta
0.3
Low volatility
Current Ratio
2.2

Profitability

Gross Margin 100.0%
Operating Margin 81.6%
Net Margin 130.5%
Return on Equity (ROE) 8.5%
Return on Assets (ROA) 3.1%

Cash Flow & Balance Sheet

Current Ratio2.2
Total Assets$58M

Price & Trading

Last Close$11.66
50-Day MA$11.99
200-Day MA$12.10
Avg Volume9K
Beta0.3
52-Week Range
$11.40
$12.39

About FIRST TRUST MORTGAGE INCOME FUND (FMY)

CEO
Mr. James Snyder
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$49M
Currency
USD

First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc. The fund invests in fixed income markets. It seeks to invest in fixed income securities including mortgage-backed securities, consisting of pass-through certificates, collateralized mortgage obligations, residential mortgage-backed securities, and commercial mortgage-backed securities. The fund was formerly known as the First Trust/FIDAC Mortgage Income Fund. First Trust Mortgage Income Fund was formed on May 25, 2005 and is domiciled in United States.

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Frequently Asked Questions

Is FIRST TRUST MORTGAGE INCOME FUND (FMY) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), FIRST TRUST MORTGAGE INCOME 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 FIRST TRUST MORTGAGE INCOME FUND's debt ratio?

FIRST TRUST MORTGAGE INCOME 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 FIRST TRUST MORTGAGE INCOME FUND's key financial metrics?

FIRST TRUST MORTGAGE INCOME FUND has a market capitalization of $49M, trailing P/E ratio of 10.7, and revenue of $5M. The company maintains a gross margin of 100.0% and a net margin of 130.5%. Return on equity stands at 8.5%.

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.