Verdicts genuinely change. Free email alert the moment EALCX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Eaton Vance Growth Fund · Eaton Vance Special Investment Trust
54 holdings
NON-COMPLIANT 6.56% of portfolio weight is in non-compliant holdings, over the 5% threshold.
54 holdings, 51 matched (98% of weight). Portfolio as of 2026-06-30, filed 2026-08-24. Source: SEC Form N-PORT.
0.81% of this portfolio’s income is non-permissible — weighted across holdings, computed over 87% of portfolio weight (42 of 54 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
68.7% compliant 23.0% questionable 6.5% non-compliant 1.8% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 12.51% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| AAPL Apple Inc | COMPLIANT | 6.96% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| AVGO Broadcom Inc | COMPLIANT | 6.89% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| GOOG Alphabet Inc | QUESTIONABLE | 5.56% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| MSFT Microsoft Corp | QUESTIONABLE | 4.89% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| LLY Eli Lilly & Co | COMPLIANT | 3.76% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| META Meta Platforms Inc | QUESTIONABLE | 3.74% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| LRCX Lam Research Corp | COMPLIANT | 3.59% | AAOIFI1.0% Usmani17.5% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic17.5% MSCI Islamic M-Series2.4% FTSE Shariah15.8% |
| AMZN Amazon.com Inc | QUESTIONABLE | 3.49% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| SNDK Sandisk Corp | COMPLIANT | 3.04% | AAOIFI0.1% Usmani0.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.9% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 2.44% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| TJX TJX Cos Inc/The | COMPLIANT | 2.42% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| V Visa Inc | COMPLIANT | 2.22% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| ANET Arista Networks Inc | COMPLIANT | 2.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| APH Amphenol Corp | NON_COMPLIANT | 2.08% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ABBV AbbVie Inc | COMPLIANT | 2.00% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| STX Seagate Technology Holdings PLC | COMPLIANT | 2.00% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| GOOG Alphabet Inc | QUESTIONABLE | 1.88% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| PANW Palo Alto Networks Inc | COMPLIANT | 1.84% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| COST Costco Wholesale Corp | QUESTIONABLE | 1.57% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KO Coca-Cola Co/The | COMPLIANT | 1.46% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| MOD Modine Manufacturing Co | COMPLIANT | 1.44% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| NFLX Netflix Inc | QUESTIONABLE | 1.44% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| TT Trane Technologies PLC | COMPLIANT | 1.37% | AAOIFI4.7% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.7% MSCI Islamic19.3% MSCI Islamic M-Series5.7% FTSE Shariah19.3% |
| PWR Quanta Services Inc | COMPLIANT | 1.25% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| HEI HEICO Corp | COMPLIANT | 1.24% | AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6% |
| TSLA Tesla Inc | COMPLIANT | 1.21% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| TDG TransDigm Group Inc | NON_COMPLIANT | 1.16% | AAOIFI51.2% Usmani123.0% Dow Jones Islamic45.8% S&P Shariah49.7% MSCI Islamic123.0% MSCI Islamic M-Series49.7% FTSE Shariah123.0% |
| Marriott International Inc/MD | UNSCREENED | 1.04% | no in-house ratios for this holding |
| LITE Lumentum Holdings Inc | COMPLIANT | 1.04% | AAOIFI1.9% Usmani22.9% Dow Jones Islamic6.7% S&P Shariah9.4% MSCI Islamic22.9% MSCI Islamic M-Series9.4% FTSE Shariah22.4% |
| AME AMETEK Inc | COMPLIANT | 1.01% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| AAON AAON Inc | COMPLIANT | 0.95% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| BBD-A.TO Bombardier Inc | COMPLIANT | 0.74% | AAOIFI23.1% Usmani38.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic38.0% MSCI Islamic M-Seriesfail FTSE Shariah38.0% |
| ORCL Oracle Corp | NON_COMPLIANT | 0.74% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| CDNS Cadence Design Systems Inc | COMPLIANT | 0.73% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SNPS Synopsys Inc | COMPLIANT | 0.71% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| BURL Burlington Stores Inc | COMPLIANT | 0.70% | AAOIFI35.4% Usmani59.0% Dow Jones Islamic33.2% S&P Shariah36.9% MSCI Islamic58.8% MSCI Islamic M-Series36.9% FTSE Shariah19.1% |
| EVR Evercore Inc | NON_COMPLIANT | 0.68% | AAOIFI4.8% Usmani11.8% Dow Jones Islamic4.6% S&P Shariah5.3% MSCI Islamic11.8% MSCI Islamic M-Series5.3% FTSE Shariah0.0% |
| ISRG Intuitive Surgical Inc | COMPLIANT | 0.62% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WMT Walmart Inc | QUESTIONABLE | 0.60% | AAOIFI6.4% Usmani21.5% Dow Jones Islamic6.9% S&P Shariah8.0% MSCI Islamic19.2% MSCI Islamic M-Series8.0% FTSE Shariah13.6% |
| LYV Live Nation Entertainment Inc | NON_COMPLIANT | 0.53% | AAOIFI27.6% Usmani40.0% Dow Jones Islamic32.8% S&P Shariah37.6% MSCI Islamic40.0% MSCI Islamic M-Series37.6% FTSE Shariah32.7% |
| Space Exploration Technologies Corp | UNSCREENED | 0.53% | no in-house ratios for this holding |
| TW Tradeweb Markets Inc | COMPLIANT | 0.53% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 0.50% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| ARGX Argenx SE | COMPLIANT | 0.50% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HD Home Depot Inc/The | COMPLIANT | 0.49% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| FICO Fair Isaac Corp | COMPLIANT | 0.49% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| LPLA LPL Financial Holdings Inc | NON_COMPLIANT | 0.42% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| DPZ Domino's Pizza Inc | NON_COMPLIANT | 0.42% | AAOIFI45.3% Usmani297.7% Dow Jones Islamic37.0% S&P Shariah36.3% MSCI Islamic290.5% MSCI Islamic M-Series36.3% FTSE Shariah277.0% |
| TTAN ServiceTitan Inc | COMPLIANT | 0.42% | AAOIFI2.7% Usmani8.5% Dow Jones Islamic1.7% S&P Shariahpass MSCI Islamic8.5% MSCI Islamic M-Seriespass FTSE Shariah5.8% |
| FSV FirstService Corp | COMPLIANT | 0.36% | AAOIFI15.2% Usmani32.3% Dow Jones Islamic18.4% S&P Shariah18.9% MSCI Islamic32.3% MSCI Islamic M-Series18.9% FTSE Shariah25.3% |
| State Street Global Advisors | UNSCREENED | 0.20% | no in-house ratios for this holding |
| MDLN Medline Inc | NON_COMPLIANT | 0.02% | AAOIFI26.3% Usmani32.1% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.1% MSCI Islamic M-Seriespass FTSE Shariah32.0% |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 0.00% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
The published standards disagree about this fund by 29 points of portfolio weight — 84.4% of it passes AAOIFI, 55.4% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 84.4% ratios fail on 4.1% 11.9% not rated under AAOIFI
ratios pass on 69.0% ratios fail on 19.1% 12.5% not rated under Usmani
ratios pass on 84.4% ratios fail on 4.1% 11.9% not rated under Dow Jones Islamic
ratios pass on 81.9% ratios fail on 5.4% 13.2% not rated under S&P Shariah
ratios pass on 55.4% ratios fail on 25.7% 19.4% not rated under MSCI Islamic
ratios pass on 81.9% ratios fail on 5.4% 13.2% not rated under MSCI Islamic M-Series
ratios pass on 73.1% ratios fail on 15.4% 11.9% not rated under FTSE Shariah
50 of 54 listed holdings carry our own per-methodology verdicts (99% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 42 (87% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| APH Amphenol Corp | 2.08% |
| TDG TransDigm Group Inc | 1.16% |
| ORCL Oracle Corp | 0.74% |
| EVR Evercore Inc | 0.68% |
| LYV Live Nation Entertainment Inc | 0.53% |
| UNH UnitedHealth Group Inc | 0.50% |
| LPLA LPL Financial Holdings Inc | 0.42% |
| DPZ Domino's Pizza Inc | 0.42% |
| MDLN Medline Inc | 0.02% |
| MS Morgan Stanley & Co. LLC | 0.00% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Eaton Vance Growth Fund (EALCX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| NVDANVIDIA Corp | 12.51% | Compliant |
| AAPLApple Inc | 6.96% | Compliant |
| AVGOBroadcom Inc | 6.89% | Compliant |
| GOOGAlphabet Inc | 5.56% | Questionable |
| MSFTMicrosoft Corp | 4.89% | Questionable |
| LLYEli Lilly & Co | 3.76% | Compliant |
| METAMeta Platforms Inc | 3.74% | Questionable |
| LRCXLam Research Corp | 3.59% | Compliant |
| AMZNAmazon.com Inc | 3.49% | Questionable |
| SNDKSandisk Corp | 3.04% | Compliant |
Top 10 of 54 holdings, 54.4% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for EALCX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 57.10 | NEUTRAL |
| Stochastic %K (14) | 50.37 | NEUTRAL |
| CCI (20) | 59.44 | NEUTRAL |
| Williams %R (14) | -49.63 | NEUTRAL |
| MACD (12,26,9) | 0.06 | BUY |
| ROC (10) | 1.48 | BUY |
| Momentum (10) | 0.64 | BUY |
| EMA (10) | 43.97 | BUY |
| SMA (10) | 43.98 | BUY |
| EMA (20) | 43.61 | BUY |
| SMA (20) | 43.43 | BUY |
| EMA (30) | 43.37 | BUY |
| SMA (30) | 43.07 | BUY |
| EMA (50) | 43.11 | BUY |
| SMA (50) | 43.06 | BUY |
| EMA (100) | 42.74 | BUY |
| SMA (100) | 42.92 | BUY |
| EMA (200) | 42.05 | BUY |
| SMA (200) | 41.84 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.