Is Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Halal?

NYSE Financial Services United States $1.2B
✗ NOT HALAL
Confidence: 95/100
Virtus Dividend, Interest & Premium Strategy Fund (NFJ) 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
17.9
EPS
$0.69
Dividend Yield
988.0%
Payout: 176.8%
P/B Ratio
0.9
Revenue
$131M
Beta
1.1
Average volatility
Current Ratio
9.7

Profitability

Gross Margin 100.0%
Operating Margin 61.1%
Net Margin 405.0%
Return on Equity (ROE) 9.6%
Return on Assets (ROA) 0.9%

Cash Flow & Balance Sheet

Current Ratio9.7
Total Assets$1.4B

Price & Trading

Last Close$12.47
50-Day MA$13.24
200-Day MA$12.91
Avg Volume202K
Beta1.1
52-Week Range
$10.02
$13.92

About Virtus Dividend, Interest & Premium Strategy Fund (NFJ)

CEO
Mr. John Charles Maney
Sector
Financial Services
Industry
Asset Management
Country
United States
Exchange
NYSE
Market Cap
$1.2B
Currency
USD

AllianzGI NFJ Dividend, Interest & Premium Strategy Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC and NFJ Investment Group LLC. It invests in public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. It primarily invests in dividend-paying stocks of companies. The fund employs a combination of fundamental research with bottom up stock picking approach and quantitative analysis to create its portfolio. It was formerly known as NFJ Dividend, Interest & Premium Strategy Fund. AllianzGI NFJ Dividend, Interest & Premium Strategy Fund was formed on February 28, 2005 and is domiciled in the United States.

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Frequently Asked Questions

Is Virtus Dividend, Interest & Premium Strategy Fund (NFJ) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), Virtus Dividend, Interest & Premium Strategy 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 Dividend, Interest & Premium Strategy Fund's debt ratio?

Virtus Dividend, Interest & Premium Strategy 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 Dividend, Interest & Premium Strategy Fund's key financial metrics?

Virtus Dividend, Interest & Premium Strategy Fund has a market capitalization of $1.2B, trailing P/E ratio of 17.9, and revenue of $131M. The company maintains a gross margin of 100.0% and a net margin of 405.0%. Return on equity stands at 9.6%.

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.