None of the 29 investors followed here reported a position in HLAL in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a HLAL trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.9 | -0.4 | -5.8 | 12.9 | 9.2 | -2.4 | -2.1 | 3.9 | 3.0 | 1.2 | +22.1% | ||
| 2025 | 2.5 | -3.6 | -6.3 | -1.1 | 5.8 | 4.8 | 2.7 | 2.9 | 4.9 | 3.5 | 1.7 | -0.6 | +17.6% |
| 2024 | 0.3 | 4.3 | 1.7 | -3.9 | 4.6 | 4.2 | 0.1 | 1.1 | 2.1 | -3.1 | 5.0 | -1.0 | +16.0% |
| 2023 | 6.0 | -1.4 | 6.0 | 1.6 | 1.8 | 6.1 | 3.1 | -1.6 | -4.6 | -2.8 | 9.2 | 3.3 | +29.1% |
| 2022 | -5.0 | -2.9 | 4.4 | -7.4 | 0.2 | -8.9 | 9.8 | -4.4 | -9.3 | 7.3 | 5.0 | -6.6 | −18.5% |
| 2021 | 0.6 | -0.5 | 4.1 | 3.3 | 0.1 | 3.1 | 2.9 | 2.3 | -4.9 | 7.6 | 1.4 | 4.9 | +27.5% |
| 2020 | -0.9 | -9.5 | -12.3 | 13.9 | 5.7 | 2.8 | 7.0 | 10.0 | -4.8 | -4.6 | 12.7 | 4.9 | +23.2% |
| 2019 | -3.2 | 3.2 | 1.8 | 4.6 | 3.7 | +10.2% |
The index is composed of common stocks of large- and mid-capitalization U.S. companies the characteristics of which meet the requirements of Shariah and are consistent with Islamic principles as interpreted by subject-matter experts. Under normal circumstances, at least 80% of its total assets will be invested in the component securities of the index. The fund is non-diversified.
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