Zakat on Investment Funds
Investment funds (mutual funds, index funds, ETFs) are zakatable. Calculate Zakat based on the current market value of your holdings.
If you invest in funds, Zakat is due on your holdings. On your Zakat date, check the value of your investment and pay 2.5%.
How to Value Investment Funds
Use the current market value.
On your Zakat date, check your investment account or statement. Find the current market value of your fund holdings. This is the amount you use to calculate Zakat.
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Simple Rule
Include all investment funds in your calculation.
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