Verdicts genuinely change. Free email alert the moment LBFAX'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.
Loomis Sayles Income Fund · LOOMIS SAYLES FUNDS I
751 holdings
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 102% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT At least 30.02% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 67% turns out to be. Matching more holdings can only raise this share, never lower it.
11.09% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
751 holdings, 181 matched (34% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
10.64% of this portfolio’s income is non-permissible — weighted across holdings, computed over 19% of portfolio weight (152 of 751 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.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| United States Treasury | NON_COMPLIANT | 5.61% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 5.48% | no in-house ratios for this holding |
| Fixed Income Clearing Corp. | UNSCREENED | 3.65% | no in-house ratios for this holding |
| MUTUAL OF OMAHA INS CO | UNSCREENED | 1.45% | no in-house ratios for this holding |
| GLENCORE FUNDING LLC | UNSCREENED | 1.26% | no in-house ratios for this holding |
| NATL LIFE INSURANCE-VRMT | UNSCREENED | 1.15% | no in-house ratios for this holding |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 1.03% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| BIG SKY FUNDING LLC | UNSCREENED | 0.99% | no in-house ratios for this holding |
| CONTINENTAL RESOURCES | UNSCREENED | 0.99% | no in-house ratios for this holding |
| SPACE EXPLORATION TECH | UNSCREENED | 0.92% | no in-house ratios for this holding |
| BEIGNET INVESTOR LLC | UNSCREENED | 0.88% | no in-house ratios for this holding |
| Tobacco Settlement Financing Corp/VA | UNSCREENED | 0.71% | no in-house ratios for this holding |
| MEDLINE BORROWER LP | UNSCREENED | 0.66% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.64% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| BA BOEING CO | NON_COMPLIANT | 0.64% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| ROCKETMTGE CO-ISSUER INC | UNSCREENED | 0.62% | no in-house ratios for this holding |
| MALAYSIA GOVERNMENT | UNSCREENED | 0.61% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.61% | no in-house ratios for this holding |
| ALTA WIND HOLDINGS LLC | UNSCREENED | 0.59% | no in-house ratios for this holding |
| MEX BONOS DESARR FIX RT | UNSCREENED | 0.57% | no in-house ratios for this holding |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.54% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| TEVA PHARMACEUTICALS NE | UNSCREENED | 0.54% | no in-house ratios for this holding |
| ROMANIA | UNSCREENED | 0.52% | no in-house ratios for this holding |
| UCG.MI UNICREDIT SPA | NON_COMPLIANT | 0.52% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CEMEXCPO.MX CEMEX SAB DE CV | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| NRG NRG Energy Inc | NON_COMPLIANT | 0.50% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.49% | no in-house ratios for this holding |
| CDW LLC/CDW FINANCE | UNSCREENED | 0.48% | no in-house ratios for this holding |
| LEIDOS INC | UNSCREENED | 0.48% | no in-house ratios for this holding |
| BA BOEING CO/THE | NON_COMPLIANT | 0.47% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| WH Wyndham Hotels & Resorts Inc | NON_COMPLIANT | 0.47% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| Trans Union LLC | UNSCREENED | 0.46% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.44% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.42% | no in-house ratios for this holding |
| SUMISHO AIR LEASE CORP | UNSCREENED | 0.40% | no in-house ratios for this holding |
| Chile Government International Bonds | UNSCREENED | 0.39% | no in-house ratios for this holding |
| BALL BALL CORP | NON_COMPLIANT | 0.38% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JPM JPMORGAN CHASE & CO | NON_COMPLIANT | 0.38% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| TURKIYE GOVERNMENT BOND | UNSCREENED | 0.37% | no in-house ratios for this holding |
| CRM SALESFORCE INC | COMPLIANT | 0.35% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Applebees/IHOP Funding LLC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| TRGP TARGA RESOURCES CORP | NON_COMPLIANT | 0.35% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| VIPER ENERGY PARTNERS LL | UNSCREENED | 0.35% | no in-house ratios for this holding |
| UZBEKISTAN INTL BOND | UNSCREENED | 0.35% | no in-house ratios for this holding |
| TMUS T-MOBILE USA INC | NON_COMPLIANT | 0.35% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| ENTG ENTEGRIS INC | COMPLIANT | 0.34% | AAOIFI16.5% Usmani42.3% Dow Jones Islamic22.1% S&P Shariah21.4% MSCI Islamic42.1% MSCI Islamic M-Series21.4% FTSE Shariah41.1% |
| Ardonagh Midco 3 PLC | UNSCREENED | 0.34% | no in-house ratios for this holding |
| REPUBLIC OF SOUTH AFRICA | UNSCREENED | 0.34% | no in-house ratios for this holding |
| SPACE EXPLORATION TECH | UNSCREENED | 0.34% | no in-house ratios for this holding |
| BMRN BIOMARIN PHARMACEUTICAL INC | NON_COMPLIANT | 0.33% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| QUIKRETE HOLDINGS INC | UNSCREENED | 0.33% | no in-house ratios for this holding |
| VIKING CRUISES LTD | UNSCREENED | 0.33% | no in-house ratios for this holding |
| MTH MERITAGE HOMES CORP | NON_COMPLIANT | 0.33% | AAOIFI15.2% Usmani7.6% Dow Jones Islamic11.7% S&P Shariah11.1% MSCI Islamic7.6% MSCI Islamic M-Series11.1% FTSE Shariah7.6% |
| Flutter Financing BV | UNSCREENED | 0.33% | no in-house ratios for this holding |
| AVIATION CAPITAL GROUP | UNSCREENED | 0.32% | no in-house ratios for this holding |
| DAYFORCE INC | UNSCREENED | 0.32% | no in-house ratios for this holding |
| APP APPLOVIN CORP | COMPLIANT | 0.32% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NLV FINANCIAL CORP | UNSCREENED | 0.32% | no in-house ratios for this holding |
| NOTA DO TESOURO NACIONAL | UNSCREENED | 0.32% | no in-house ratios for this holding |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.32% | no in-house ratios for this holding |
| MALAYSIA GOVERNMENT | UNSCREENED | 0.31% | no in-house ratios for this holding |
| MET METLIFE INC | NON_COMPLIANT | 0.31% | AAOIFI47.5% Usmani3.9% Dow Jones Islamic56.2% S&P Shariah58.5% MSCI Islamic3.9% MSCI Islamic M-Series58.5% FTSE Shariah3.9% |
| HUNGARY GOVERNMENT BOND | UNSCREENED | 0.30% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.30% | no in-house ratios for this holding |
| RYAN SPECIALTY | UNSCREENED | 0.29% | no in-house ratios for this holding |
| HST HOST HOTELS & RESORTS LP | NON_COMPLIANT | 0.29% | AAOIFI8.4% Usmani9.6% Dow Jones Islamic10.8% S&P Shariah11.0% MSCI Islamic9.6% MSCI Islamic M-Series11.0% FTSE Shariah9.6% |
| Oak Hill Credit | UNSCREENED | 0.29% | no in-house ratios for this holding |
| MRSH MARSH & MCLENNAN COS INC | NON_COMPLIANT | 0.29% | AAOIFI24.1% Usmani35.8% Dow Jones Islamic22.1% S&P Shariah22.2% MSCI Islamic35.8% MSCI Islamic M-Series22.2% FTSE Shariah32.7% |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.29% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| CRC INSURANCE GROUP LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.28% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Chile Government International Bonds | UNSCREENED | 0.28% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.28% | no in-house ratios for this holding |
| JEF JEFFERIES FIN GROUP INC | NON_COMPLIANT | 0.28% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| ENERGEAN ISRAEL FINANCE | UNSCREENED | 0.28% | no in-house ratios for this holding |
| Republic of Poland Government International Bonds | UNSCREENED | 0.27% | no in-house ratios for this holding |
| LEIDOS INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.27% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.27% | no in-house ratios for this holding |
| UNITED RENTALS NORTH AM | UNSCREENED | 0.27% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.26% | no in-house ratios for this holding |
| RCL ROYAL CARIBBEAN CRUISES | NON_COMPLIANT | 0.26% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| AP BOSPHORUS HLDGS LTD | UNSCREENED | 0.26% | no in-house ratios for this holding |
| BPR Trust | UNSCREENED | 0.26% | no in-house ratios for this holding |
| FICO FAIR ISAAC CORP | COMPLIANT | 0.26% | AAOIFI27.8% Usmani274.8% Dow Jones Islamic14.4% S&P Shariah15.5% MSCI Islamic274.8% MSCI Islamic M-Series15.5% FTSE Shariah274.0% |
| INTU INTUIT INC | COMPLIANT | 0.25% | AAOIFI9.9% Usmani22.9% Dow Jones Islamic5.4% S&P Shariah5.3% MSCI Islamic22.9% MSCI Islamic M-Series5.3% FTSE Shariah20.8% |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SF ABS Issuer LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| SPRINT CAPITAL CORP | UNSCREENED | 0.25% | no in-house ratios for this holding |
| HUNGARY GOVERNMENT BOND | UNSCREENED | 0.25% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.25% | no in-house ratios for this holding |
| CANADIAN NATL RESOURCES | UNSCREENED | 0.25% | no in-house ratios for this holding |
| DISCOVERY HOLDINGS INC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DVA DaVita Inc | NON_COMPLIANT | 0.24% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| TEVA PHARMACEUTICALS NE | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Nigeria Government International Bonds | UNSCREENED | 0.24% | no in-house ratios for this holding |
| BOSPHOROUS FINANCIAL SERVICES | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.24% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TEVA PHARM FIN CO LLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| Trafigura Securitisation Finance Plc | UNSCREENED | 0.24% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TRAVEL + LEISURE CO | UNSCREENED | 0.24% | no in-house ratios for this holding |
| TRAVEL + LEISURE CO | UNSCREENED | 0.23% | no in-house ratios for this holding |
| 522 Funding CLO LTD | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Pakistan Government International Bonds | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Fort Greene Park CLO | UNSCREENED | 0.23% | no in-house ratios for this holding |
| Fortiva Retail Credit Master Note Business Trust | UNSCREENED | 0.22% | no in-house ratios for this holding |
| DCP MIDSTREAM OPERATING | UNSCREENED | 0.22% | no in-house ratios for this holding |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Applebees/IHOP Funding LLC | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.22% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TEVA PHARMACEUTICAL INDU | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CLI Funding LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| REPUBLIC OF NIGERIA | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Neuberger Berman CLO Ltd | UNSCREENED | 0.21% | no in-house ratios for this holding |
| ROCKETMTGE CO-ISSUER INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| BEACON POINT DC LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| 1011778 BC / NEW RED FIN | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Jack in the Box Funding, LLC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| EXP EAGLE MATERIALS INC | NON_COMPLIANT | 0.21% | AAOIFI30.7% Usmani45.9% Dow Jones Islamic24.2% S&P Shariah24.1% MSCI Islamic45.9% MSCI Islamic M-Series24.1% FTSE Shariah45.0% |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.21% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ARAMARK SERVICES INC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| Palmer Square BDC CLO Ltd | UNSCREENED | 0.21% | no in-house ratios for this holding |
| LCM Ltd Partnership | UNSCREENED | 0.20% | no in-house ratios for this holding |
| Asplundh Tree Expert LLC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| NVDA NVIDIA CORP | COMPLIANT | 0.20% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| UNITED RENTALS NORTH AM | UNSCREENED | 0.20% | no in-house ratios for this holding |
| GLOBAL AUTO HO/AAG FH UK | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ELECTRONIC ARTS INC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.20% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.19% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| CHENIERE ENERGY PARTNERS | UNSCREENED | 0.19% | no in-house ratios for this holding |
| Firstkey Homes Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Novelis Corporation | UNSCREENED | 0.18% | no in-house ratios for this holding |
| DELL INT LLC / EMC CORP | UNSCREENED | 0.18% | no in-house ratios for this holding |
| SOLS Solstice Advanced Materials Inc | COMPLIANT | 0.18% | AAOIFI19.5% Usmani35.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic33.3% MSCI Islamic M-Seriespass FTSE Shariah33.3% |
| JH NORTH AMERICA HOLDING | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Birch Grove CLO Ltd. | UNSCREENED | 0.18% | no in-house ratios for this holding |
| REPUBLICA ORIENT URUGUAY | UNSCREENED | 0.18% | no in-house ratios for this holding |
| tvc mortgage trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| Santander Drive Auto Receivables Trust | UNSCREENED | 0.18% | no in-house ratios for this holding |
| HUNGARY GOVERNMENT BOND | UNSCREENED | 0.18% | no in-house ratios for this holding |
| PPC PILGRIM'S PRIDE CORP | NON_COMPLIANT | 0.17% | AAOIFI43.6% Usmani31.0% Dow Jones Islamic33.3% S&P Shariah37.2% MSCI Islamic31.0% MSCI Islamic M-Series37.2% FTSE Shariah28.5% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.17% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| TURKIYE GOVERNMENT BOND | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AMRIZE FINANCE US LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| GS FINANCE CORP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| RCO Mortgage LLC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Hilton Domestic Operating Company Inc | UNSCREENED | 0.17% | no in-house ratios for this holding |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.17% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| ROCKETMTGE CO-ISSUER INC | UNSCREENED | 0.17% | no in-house ratios for this holding |
| BAY Trust | UNSCREENED | 0.17% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.17% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| KYRGYZ REP INTL BOND | UNSCREENED | 0.17% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.17% | no in-house ratios for this holding |
| SNX TD SYNNEX CORP | COMPLIANT | 0.17% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HUNGARY GOVERNMENT BOND | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Global SC Finance SRL | UNSCREENED | 0.17% | no in-house ratios for this holding |
| Palmer Square BDC CLO Ltd | UNSCREENED | 0.17% | no in-house ratios for this holding |
| DDS DILLARDS INC | COMPLIANT | 0.17% | AAOIFI0.3% Usmani0.8% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic0.8% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| Bridgecrest Lending Auto Securitization Trust | UNSCREENED | 0.16% | no in-house ratios for this holding |
| First Help Financial LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| AKRBP.OL AKER BP ASA | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| VXX BARCLAYS BANK PLC | NON_COMPLIANT | 0.16% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| WMS ADVANCED DRAINAGE SYSTEMS INC | COMPLIANT | 0.16% | AAOIFI16.0% Usmani40.8% Dow Jones Islamic16.1% S&P Shariah15.7% MSCI Islamic37.4% MSCI Islamic M-Series15.7% FTSE Shariah35.8% |
| ORCL ORACLE CORP | NON_COMPLIANT | 0.16% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| Pretium Mortgage Credit Partners LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| AVIATION CAPITAL GROUP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| DIRECTV FIN LLC/COINC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SNX TD SYNNEX CORP | COMPLIANT | 0.16% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| CLH Clean Harbors Inc | COMPLIANT | 0.16% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JANE STREET GRP/JSG FIN | UNSCREENED | 0.16% | no in-house ratios for this holding |
| QTS ISSUER ABS II LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BHC.TO BAUSCH HEALTH COS INC | NON_COMPLIANT | 0.16% | AAOIFI979.7% Usmani83.7% Dow Jones Islamic625.0% S&P Shariah598.1% MSCI Islamic83.7% MSCI Islamic M-Series598.1% FTSE Shariah83.7% |
| RCO Mortgage LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| 1011778 BC / NEW RED FIN | UNSCREENED | 0.15% | no in-house ratios for this holding |
| VXX BARCLAYS BANK PLC | NON_COMPLIANT | 0.15% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| TAYLOR MORRISON COMM | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Prestige Auto Receivables Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SYF SYNCHRONY FINANCIAL | NON_COMPLIANT | 0.15% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| Westlake Automobile Receivables Trust | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CITIGROUP GLOBAL MARKETS | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SNPS SYNOPSYS INC | COMPLIANT | 0.15% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| AIRCASTLE / IRELAND DAC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Colony American Finance Ltd | UNSCREENED | 0.15% | no in-house ratios for this holding |
| ALLISON TRANSMISSION INC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Textainer Marine Containers Limited | UNSCREENED | 0.15% | no in-house ratios for this holding |
| DIRECTV FINANCING LLC | UNSCREENED | 0.15% | no in-house ratios for this holding |
| Palmer Square BDC CLO Ltd | UNSCREENED | 0.15% | no in-house ratios for this holding |
| WF-RBS COMMERCIAL MORTGAGE TRUST | UNSCREENED | 0.14% | no in-house ratios for this holding |
| QXO QXO INC | NON_COMPLIANT | 0.14% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| SMB Private Education Loan Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| RCO Mortgage LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| EquipmentShare | UNSCREENED | 0.14% | no in-house ratios for this holding |
| RCL ROYAL CARIBBEAN CRUISES | NON_COMPLIANT | 0.14% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| INTL FINANCE CORP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CHRD CHORD ENERGY CORP | COMPLIANT | 0.14% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.14% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| REPUBLIC OF ANGOLA | UNSCREENED | 0.14% | no in-house ratios for this holding |
| Sprite Limited | UNSCREENED | 0.14% | no in-house ratios for this holding |
| HCA INC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| DTE DTE ENERGY CO | NON_COMPLIANT | 0.14% | AAOIFI90.3% Usmani46.4% Dow Jones Islamic93.7% S&P Shariah101.8% MSCI Islamic46.4% MSCI Islamic M-Series101.8% FTSE Shariah45.9% |
| TEVA PHARMACEUTICALS NE | UNSCREENED | 0.14% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.14% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| Credit Suisse Mortgage Trust | UNSCREENED | 0.14% | no in-house ratios for this holding |
| JEF JEFFERIES FIN GROUP INC | NON_COMPLIANT | 0.14% | AAOIFI155.4% Usmani25.1% Dow Jones Islamic171.6% S&P Shariah188.8% MSCI Islamic25.1% MSCI Islamic M-Series188.8% FTSE Shariah25.1% |
| EDELMAN FINANCIAL CENTER LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| BNP PARIBAS ISSUANCE BV | UNSCREENED | 0.13% | no in-house ratios for this holding |
| Shentel Issuer LLC | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CLH CLEAN HARBORS INC | COMPLIANT | 0.13% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HP HELMERICH & PAYNE INC | NON_COMPLIANT | 0.13% | AAOIFI42.0% Usmani29.6% Dow Jones Islamic66.3% S&P Shariah61.7% MSCI Islamic29.6% MSCI Islamic M-Series61.7% FTSE Shariah29.6% |
| EXPE EXPEDIA GROUP INC | NON_COMPLIANT | 0.13% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| DK Crown Holdings Inc | UNSCREENED | 0.13% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.13% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| RCL ROYAL CARIBBEAN CRUISES | NON_COMPLIANT | 0.13% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| META META PLATFORMS INC | QUESTIONABLE | 0.13% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| REPUBLICA ORIENT URUGUAY | UNSCREENED | 0.13% | no in-house ratios for this holding |
| JH NORTH AMERICA HOLDING | UNSCREENED | 0.13% | no in-house ratios for this holding |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.13% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.13% | no in-house ratios for this holding |
| SEB Funding LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| TNET TRINET GROUP INC | NON_COMPLIANT | 0.12% | AAOIFI30.0% Usmani28.4% Dow Jones Islamic29.3% S&P Shariah23.6% MSCI Islamic28.4% MSCI Islamic M-Series23.6% FTSE Shariah26.8% |
| JP MORGAN CHASE BANK NA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| BGC BGC GROUP INC | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.12% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.12% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| STLD STEEL DYNAMICS INC | COMPLIANT | 0.12% | AAOIFI12.1% Usmani24.4% Dow Jones Islamic17.6% S&P Shariah18.9% MSCI Islamic24.4% MSCI Islamic M-Series18.9% FTSE Shariah24.4% |
| MAR MARRIOTT INTERNATIONAL | NON_COMPLIANT | 0.12% | AAOIFI1.6% Usmani4.8% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic4.8% MSCI Islamic M-Series1.8% FTSE Shariah1.7% |
| Flutter Financing BV | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Apollo Aviation Securitization Equity Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| TORY BURCH LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Firstkey Homes Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| BLUE OWL FINANCE LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| VCAT Asset Securitization, LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| UBS AG | UNSCREENED | 0.12% | no in-house ratios for this holding |
| SMB Private Education Loan Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.12% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| Chol Aviation Capital Ltd. | UNSCREENED | 0.12% | no in-house ratios for this holding |
| OneMain Financial Issuance Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| GLP CAPITAL LP / FIN II | UNSCREENED | 0.12% | no in-house ratios for this holding |
| UZBEKISTAN INTL BOND | UNSCREENED | 0.12% | no in-house ratios for this holding |
| ZF NA CAPITAL | UNSCREENED | 0.12% | no in-house ratios for this holding |
| LIGHTPATH FIBER ISSUER LLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| Progress Residential Trust | UNSCREENED | 0.12% | no in-house ratios for this holding |
| MSCI MSCI INC | COMPLIANT | 0.11% | AAOIFI15.7% Usmani116.8% Dow Jones Islamic15.3% S&P Shariah15.6% MSCI Islamic116.8% MSCI Islamic M-Series15.6% FTSE Shariah113.9% |
| OTEX OPEN TEXT CORP | NON_COMPLIANT | 0.11% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
The published standards disagree about this fund by 2 points of portfolio weight — 7.5% of it passes FTSE Shariah, 5.8% passes MSCI Islamic M-Series. 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 5.9% ratios fail on 14.1% 81.9% not rated under AAOIFI
ratios pass on 6.5% ratios fail on 11.3% 84.1% not rated under Usmani
ratios pass on 7.4% ratios fail on 12.6% 81.9% not rated under Dow Jones Islamic
ratios pass on 6.0% ratios fail on 14.0% 81.9% not rated under S&P Shariah
ratios pass on 6.2% ratios fail on 11.8% 83.9% not rated under MSCI Islamic
ratios pass on 5.8% ratios fail on 14.1% 81.9% not rated under MSCI Islamic M-Series
ratios pass on 7.5% ratios fail on 11.0% 83.4% not rated under FTSE Shariah
92 of 751 listed holdings carry our own per-methodology verdicts (24% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 78 (19% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Loomis Sayles Income Fund (LBFAX) 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 |
|---|---|---|
| United States Treasurynot matched to a ticker | 5.61% | Non-compliant |
| United States Treasurynot matched to a ticker | 5.48% | Non-compliant |
| Fixed Income Clearing Corp.not matched to a ticker | 3.65% | Not screened |
| MUTUAL OF OMAHA INS COnot matched to a ticker | 1.45% | Not screened |
| GLENCORE FUNDING LLCnot matched to a ticker | 1.26% | Not screened |
| NATL LIFE INSURANCE-VRMTnot matched to a ticker | 1.15% | Not screened |
| ECHOECHOSTAR CORP | 1.03% | Non-compliant |
| BIG SKY FUNDING LLCnot matched to a ticker | 0.99% | Not screened |
| CONTINENTAL RESOURCESnot matched to a ticker | 0.99% | Not screened |
| SPACE EXPLORATION TECHnot matched to a ticker | 0.92% | Not screened |
Top 10 of 751 holdings, 22.5% 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 LBFAX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 6 days - this is not a reading of today
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) | 51.60 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 68.55 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 0.97 | BUY |
| Momentum (10) | 0.11 | BUY |
| EMA (10) | 11.42 | BUY |
| SMA (10) | 11.40 | BUY |
| EMA (20) | 11.43 | BUY |
| SMA (20) | 11.41 | BUY |
| EMA (30) | 11.46 | SELL |
| SMA (30) | 11.46 | SELL |
| EMA (50) | 11.51 | SELL |
| SMA (50) | 11.54 | SELL |
| EMA (100) | 11.56 | SELL |
| SMA (100) | 11.60 | SELL |
| EMA (200) | 11.61 | SELL |
| SMA (200) | 11.65 | SELL |
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.