Verdicts genuinely change. Free email alert the moment LCGRX'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 Small Cap Growth Fund · LOOMIS SAYLES FUNDS II
97 holdings
NON-COMPLIANT 16.45% of portfolio weight is in non-compliant holdings, over the 5% threshold.
97 holdings, 83 matched (86% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.23% of this portfolio’s income is non-permissible — weighted across holdings, computed over 73% of portfolio weight (70 of 97 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 1.2% questionable 16.4% non-compliant 13.7% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Fixed Income Clearing Corp. | UNSCREENED | 2.56% | no in-house ratios for this holding |
| LGND Ligand Pharmaceuticals Inc | COMPLIANT | 2.20% | AAOIFI19.7% Usmani51.8% Dow Jones Islamic34.1% S&P Shariah42.6% MSCI Islamic51.8% MSCI Islamic M-Series42.6% FTSE Shariah51.5% |
| ESE ESCO Technologies Inc | COMPLIANT | 2.14% | AAOIFI1.9% Usmani6.2% Dow Jones Islamic2.5% S&P Shariah3.0% MSCI Islamic5.6% MSCI Islamic M-Series3.0% FTSE Shariah3.5% |
| RBC RBC Bearings Inc | COMPLIANT | 2.04% | AAOIFI5.6% Usmani17.7% Dow Jones Islamic6.5% S&P Shariah7.6% MSCI Islamic16.8% MSCI Islamic M-Series7.6% FTSE Shariah15.5% |
| Mercury Systems Inc | UNSCREENED | 1.99% | no in-house ratios for this holding |
| EXTR Extreme Networks Inc | COMPLIANT | 1.96% | AAOIFI6.9% Usmani16.5% Dow Jones Islamic8.0% S&P Shariah8.5% MSCI Islamic16.5% MSCI Islamic M-Series8.5% FTSE Shariah13.9% |
| ATI ATI Inc | COMPLIANT | 1.87% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| MTSI MACOM Technology Solutions Holdings Inc | COMPLIANT | 1.87% | AAOIFI1.7% Usmani17.6% Dow Jones Islamic2.6% S&P Shariah3.1% MSCI Islamic16.2% MSCI Islamic M-Series3.1% FTSE Shariah15.9% |
| AEIS Advanced Energy Industries Inc | COMPLIANT | 1.85% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| ESTA Establishment Labs Holdings Inc | COMPLIANT | 1.74% | AAOIFI12.0% Usmani75.4% Dow Jones Islamic17.1% S&P Shariah18.8% MSCI Islamic75.4% MSCI Islamic M-Series18.8% FTSE Shariah74.4% |
| MYRG MYR Group Inc | COMPLIANT | 1.68% | AAOIFI1.5% Usmani4.0% Dow Jones Islamic1.9% S&P Shariah2.1% MSCI Islamic3.9% MSCI Islamic M-Series2.1% FTSE Shariah0.6% |
| AIR AAR Corp | NON_COMPLIANT | 1.67% | AAOIFI24.2% Usmani29.0% Dow Jones Islamic29.6% S&P Shariah33.0% MSCI Islamic29.0% MSCI Islamic M-Series33.0% FTSE Shariah25.7% |
| TWST Twist Bioscience Corp | COMPLIANT | 1.63% | AAOIFI1.1% Usmani13.9% Dow Jones Islamic3.2% S&P Shariah3.5% MSCI Islamic13.9% MSCI Islamic M-Series3.5% FTSE Shariah0.0% |
| ECG Everus Construction Group Inc | COMPLIANT | 1.59% | AAOIFI5.9% Usmani17.7% Dow Jones Islamic8.1% S&P Shariahpass MSCI Islamic17.7% MSCI Islamic M-Seriespass FTSE Shariah13.3% |
| STRL Sterling Infrastructure Inc | COMPLIANT | 1.59% | AAOIFI2.2% Usmani10.6% Dow Jones Islamic3.3% S&P Shariah4.3% MSCI Islamic10.5% MSCI Islamic M-Series4.3% FTSE Shariah8.9% |
| COCO Vita Coco Co Inc/The | COMPLIANT | 1.58% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| LTH Life Time Group Holdings Inc | NON_COMPLIANT | 1.51% | AAOIFI44.1% Usmani51.2% Dow Jones Islamic66.9% S&P Shariah80.4% MSCI Islamic51.0% MSCI Islamic M-Series80.4% FTSE Shariah17.9% |
| ALGM Allegro MicroSystems Inc | COMPLIANT | 1.50% | AAOIFI4.5% Usmani22.0% Dow Jones Islamic5.2% S&P Shariah5.3% MSCI Islamic21.5% MSCI Islamic M-Series5.3% FTSE Shariah20.3% |
| ROAD Construction Partners Inc | COMPLIANT | 1.43% | AAOIFI31.8% Usmani52.4% Dow Jones Islamic32.7% S&P Shariah39.6% MSCI Islamic52.4% MSCI Islamic M-Series39.6% FTSE Shariah49.5% |
| AXSM Axsome Therapeutics Inc | COMPLIANT | 1.40% | AAOIFI1.9% Usmani29.5% Dow Jones Islamic2.9% S&P Shariah3.5% MSCI Islamic27.6% MSCI Islamic M-Series3.5% FTSE Shariah24.7% |
| MRX Marex Group PLC | NON_COMPLIANT | 1.40% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| Ducommun Inc | UNSCREENED | 1.37% | no in-house ratios for this holding |
| ALKS Alkermes PLC | COMPLIANT | 1.37% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HXL Hexcel Corp | COMPLIANT | 1.35% | AAOIFI13.9% Usmani35.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic35.1% MSCI Islamic M-Series0.0% FTSE Shariah35.1% |
| ACA Arcosa Inc | COMPLIANT | 1.35% | AAOIFI21.0% Usmani28.5% Dow Jones Islamic28.9% S&P Shariah31.5% MSCI Islamic28.5% MSCI Islamic M-Series31.5% FTSE Shariah27.1% |
| OII Oceaneering International Inc | NON_COMPLIANT | 1.32% | AAOIFI16.3% Usmani30.6% Dow Jones Islamic28.6% S&P Shariah30.5% MSCI Islamic30.6% MSCI Islamic M-Series30.5% FTSE Shariah18.2% |
| SIMO Silicon Motion Technology Corp | COMPLIANT | 1.29% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| VCEL Vericel Corp | COMPLIANT | 1.27% | AAOIFI4.0% Usmani18.5% Dow Jones Islamic4.4% S&P Shariah4.4% MSCI Islamic18.4% MSCI Islamic M-Series4.4% FTSE Shariah0.0% |
| MIRM Mirum Pharmaceuticals Inc | COMPLIANT | 1.24% | AAOIFI11.6% Usmani73.0% Dow Jones Islamic20.3% S&P Shariah25.7% MSCI Islamic73.0% MSCI Islamic M-Series25.7% FTSE Shariah71.8% |
| OSW OneSpaWorld Holdings Ltd | COMPLIANT | 1.22% | AAOIFI4.0% Usmani12.4% Dow Jones Islamic4.2% S&P Shariah4.8% MSCI Islamic12.4% MSCI Islamic M-Series4.8% FTSE Shariah11.2% |
| PTRN Pattern Group Inc | QUESTIONABLE | 1.19% | AAOIFI1.5% Usmani4.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.8% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| ONTO Onto Innovation Inc | UNRATED | 1.19% | AAOIFI11.2% Usmani39.8% Dow Jones Islamic16.3% S&P Shariah16.7% MSCI Islamic39.8% MSCI Islamic M-Series16.7% FTSE Shariah39.8% |
| RYTM Rhythm Pharmaceuticals Inc | NON_COMPLIANT | 1.15% | AAOIFI1.6% Usmani25.1% Dow Jones Islamic2.0% S&P Shariah2.5% MSCI Islamic25.1% MSCI Islamic M-Series2.5% FTSE Shariah24.3% |
| ADEA Adeia Inc | COMPLIANT | 1.11% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Apogee Therapeutics Inc | UNSCREENED | 1.07% | no in-house ratios for this holding |
| YETI YETI Holdings Inc | COMPLIANT | 1.06% | AAOIFI6.7% Usmani19.4% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic19.4% MSCI Islamic M-Series7.7% FTSE Shariah7.7% |
| SUPN Supernus Pharmaceuticals Inc | COMPLIANT | 1.02% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| FTRE Fortrea Holdings Inc | NON_COMPLIANT | 1.01% | AAOIFI66.4% Usmani41.2% Dow Jones Islamic92.8% S&P Shariah65.5% MSCI Islamic41.2% MSCI Islamic M-Series65.5% FTSE Shariah38.8% |
| CWST Casella Waste Systems Inc | COMPLIANT | 1.01% | AAOIFI24.3% Usmani40.6% Dow Jones Islamic22.7% S&P Shariah23.4% MSCI Islamic40.6% MSCI Islamic M-Series23.4% FTSE Shariah38.0% |
| PJT PJT Partners Inc | NON_COMPLIANT | 0.99% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| HQY HealthEquity Inc | COMPLIANT | 0.98% | AAOIFI12.2% Usmani29.7% Dow Jones Islamic12.2% S&P Shariah13.0% MSCI Islamic29.7% MSCI Islamic M-Series13.0% FTSE Shariah28.5% |
| GKOS Glaukos Corp | COMPLIANT | 0.97% | AAOIFI0.9% Usmani17.3% Dow Jones Islamic1.4% S&P Shariah1.5% MSCI Islamic10.0% MSCI Islamic M-Series1.5% FTSE Shariah6.2% |
| WHD Cactus Inc | COMPLIANT | 0.96% | AAOIFI0.8% Usmani2.2% Dow Jones Islamic0.9% S&P Shariah1.0% MSCI Islamic1.5% MSCI Islamic M-Series1.0% FTSE Shariah0.0% |
| VIAV Viavi Solutions Inc | COMPLIANT | 0.95% | AAOIFI11.3% Usmani41.5% Dow Jones Islamic24.0% S&P Shariah29.9% MSCI Islamic41.5% MSCI Islamic M-Series29.9% FTSE Shariah40.0% |
| RadNet Inc | UNSCREENED | 0.94% | no in-house ratios for this holding |
| RMBS Rambus Inc | COMPLIANT | 0.92% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| AIT Applied Industrial Technologies Inc | COMPLIANT | 0.91% | AAOIFI4.2% Usmani16.7% Dow Jones Islamic5.0% S&P Shariah5.6% MSCI Islamic16.7% MSCI Islamic M-Series5.6% FTSE Shariah9.3% |
| PATK Patrick Industries Inc | NON_COMPLIANT | 0.90% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| MOD Modine Manufacturing Co | COMPLIANT | 0.89% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| NEO NeoGenomics Inc | COMPLIANT | 0.89% | AAOIFI20.0% Usmani33.2% Dow Jones Islamic30.1% S&P Shariah27.0% MSCI Islamic32.7% MSCI Islamic M-Series27.0% FTSE Shariah27.7% |
| LGN Legence Corp | COMPLIANT | 0.89% | AAOIFI19.4% Usmani32.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.0% MSCI Islamic M-Seriespass FTSE Shariah27.7% |
| WisdomTree Inc | UNSCREENED | 0.88% | no in-house ratios for this holding |
| GRDN Guardian Pharmacy Services Inc | COMPLIANT | 0.87% | AAOIFI2.5% Usmani14.4% Dow Jones Islamic3.6% S&P Shariahpass MSCI Islamic14.4% MSCI Islamic M-Seriespass FTSE Shariah6.5% |
| TBBB BBB Foods Inc | COMPLIANT | 0.87% | AAOIFI39.1% Usmani7.4% Dow Jones Islamic3.7% S&P Shariah3.9% MSCI Islamic7.4% MSCI Islamic M-Series3.9% FTSE Shariah7.4% |
| PIPR Piper Sandler Cos | NON_COMPLIANT | 0.86% | AAOIFI0.3% Usmani0.6% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic0.6% MSCI Islamic M-Series0.3% FTSE Shariah0.6% |
| BOOT Boot Barn Holdings Inc | COMPLIANT | 0.84% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FROG JFrog Ltd | COMPLIANT | 0.84% | AAOIFI0.1% Usmani1.0% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.0% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| OMDA Omada Health Inc | COMPLIANT | 0.84% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| ALHC Alignment Healthcare Inc | COMPLIANT | 0.83% | AAOIFI11.6% Usmani25.3% Dow Jones Islamic10.0% S&P Shariah12.5% MSCI Islamic25.3% MSCI Islamic M-Series12.5% FTSE Shariah25.3% |
| MGY Magnolia Oil & Gas Corp | COMPLIANT | 0.81% | AAOIFI6.5% Usmani13.2% Dow Jones Islamic9.0% S&P Shariah9.4% MSCI Islamic13.2% MSCI Islamic M-Series9.4% FTSE Shariah12.5% |
| ATEN A10 Networks Inc | COMPLIANT | 0.79% | AAOIFI12.7% Usmani33.4% Dow Jones Islamic15.5% S&P Shariah17.5% MSCI Islamic33.4% MSCI Islamic M-Series17.5% FTSE Shariah32.4% |
| Scholar Rock Holding Corp | UNSCREENED | 0.78% | no in-house ratios for this holding |
| SMTC Semtech Corp | COMPLIANT | 0.77% | AAOIFI3.8% Usmani36.0% Dow Jones Islamic8.0% S&P Shariah10.6% MSCI Islamic36.0% MSCI Islamic M-Series10.6% FTSE Shariah34.2% |
| FBK FB Financial Corp | NON_COMPLIANT | 0.76% | AAOIFI11.0% Usmani1.9% Dow Jones Islamic12.2% S&P Shariah13.9% MSCI Islamic1.9% MSCI Islamic M-Series13.9% FTSE Shariah1.9% |
| Xenon Pharmaceuticals Inc | UNSCREENED | 0.76% | no in-house ratios for this holding |
| MIR Mirion Technologies Inc | COMPLIANT | 0.74% | AAOIFI11.3% Usmani13.5% Dow Jones Islamic10.2% S&P Shariah12.1% MSCI Islamic13.5% MSCI Islamic M-Series12.1% FTSE Shariah12.6% |
| DORM Dorman Products Inc | COMPLIANT | 0.73% | AAOIFI13.6% Usmani21.1% Dow Jones Islamic13.6% S&P Shariah15.1% MSCI Islamic21.1% MSCI Islamic M-Series15.1% FTSE Shariah17.6% |
| LOPE Grand Canyon Education Inc | COMPLIANT | 0.73% | AAOIFI2.6% Usmani11.3% Dow Jones Islamic2.2% S&P Shariah2.3% MSCI Islamic11.3% MSCI Islamic M-Series2.3% FTSE Shariah0.0% |
| PTCT PTC Therapeutics Inc | NON_COMPLIANT | 0.70% | AAOIFI11.9% Usmani21.4% Dow Jones Islamic16.9% S&P Shariah20.0% MSCI Islamic21.2% MSCI Islamic M-Series20.0% FTSE Shariah18.2% |
| CALX Calix Inc | COMPLIANT | 0.70% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TXRH Texas Roadhouse Inc | NON_COMPLIANT | 0.68% | AAOIFI8.7% Usmani29.6% Dow Jones Islamic9.3% S&P Shariah10.1% MSCI Islamic29.6% MSCI Islamic M-Series10.1% FTSE Shariah1.4% |
| SGHC Super Group SGHC Ltd | NON_COMPLIANT | 0.68% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MGRC McGrath RentCorp | COMPLIANT | 0.68% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| IRTC IRhythm Holdings Inc | COMPLIANT | 0.68% | AAOIFI17.9% Usmani66.5% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic66.5% MSCI Islamic M-Series19.6% FTSE Shariah59.5% |
| Disc Medicine Inc | UNSCREENED | 0.67% | no in-house ratios for this holding |
| AGYS Agilysys Inc | COMPLIANT | 0.66% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahpass |
| LOB Live Oak Bancshares Inc | NON_COMPLIANT | 0.65% | AAOIFI5.7% Usmani0.7% Dow Jones Islamic6.3% S&P Shariah6.4% MSCI Islamic0.7% MSCI Islamic M-Series6.4% FTSE Shariah0.7% |
| CSW CSW Industrials Inc | COMPLIANT | 0.64% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| PGNY Progyny Inc | COMPLIANT | 0.63% | AAOIFI1.4% Usmani3.8% Dow Jones Islamic1.5% S&P Shariah1.2% MSCI Islamic3.8% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| AIP Arteris Inc | COMPLIANT | 0.61% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| Lindblad Expeditions Holdings Inc | UNSCREENED | 0.60% | no in-house ratios for this holding |
| TARS Tarsus Pharmaceuticals Inc | COMPLIANT | 0.57% | AAOIFI2.3% Usmani14.5% Dow Jones Islamic3.8% S&P Shariah4.7% MSCI Islamic14.5% MSCI Islamic M-Series4.7% FTSE Shariah11.9% |
| RELY Remitly Global Inc | COMPLIANT | 0.56% | AAOIFI0.7% Usmani2.4% Dow Jones Islamic1.0% S&P Shariah1.0% MSCI Islamic2.4% MSCI Islamic M-Series1.0% FTSE Shariah0.2% |
| Cardinal Infrastructure Group Inc | UNSCREENED | 0.55% | no in-house ratios for this holding |
| PAY Paymentus Holdings Inc | COMPLIANT | 0.54% | AAOIFI0.2% Usmani1.2% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic1.2% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| Coastal Financial Corp/WA | UNSCREENED | 0.53% | no in-house ratios for this holding |
| ROG Rogers Corp | COMPLIANT | 0.51% | AAOIFI0.9% Usmani2.1% Dow Jones Islamic1.2% S&P Shariah1.1% MSCI Islamic1.5% MSCI Islamic M-Series1.1% FTSE Shariah0.0% |
| Dime Commercial Bancshares Inc | UNSCREENED | 0.50% | no in-house ratios for this holding |
| SEPN Septerna Inc | NON_COMPLIANT | 0.50% | AAOIFI1.3% Usmani4.0% Dow Jones Islamic2.4% S&P Shariahfail MSCI Islamic4.0% MSCI Islamic M-Seriesfail FTSE Shariah0.0% |
| ENSG Ensign Group Inc/The | COMPLIANT | 0.50% | AAOIFI22.6% Usmani39.1% Dow Jones Islamic24.0% S&P Shariah26.7% MSCI Islamic39.1% MSCI Islamic M-Series26.7% FTSE Shariah2.4% |
| Syndax Pharmaceuticals Inc | UNSCREENED | 0.48% | no in-house ratios for this holding |
| OBK Origin Bancorp Inc | NON_COMPLIANT | 0.48% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PCOR Procore Technologies Inc | COMPLIANT | 0.48% | AAOIFI0.8% Usmani3.0% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic3.0% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| INTA Intapp Inc | COMPLIANT | 0.47% | AAOIFI0.7% Usmani3.0% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic3.0% MSCI Islamic M-Series0.7% FTSE Shariah0.0% |
| HURN Huron Consulting Group Inc | NON_COMPLIANT | 0.42% | AAOIFI35.9% Usmani55.8% Dow Jones Islamic38.0% S&P Shariah40.9% MSCI Islamic55.8% MSCI Islamic M-Series40.9% FTSE Shariah53.8% |
| WK Workiva Inc | NON_COMPLIANT | 0.39% | AAOIFI0.3% Usmani1.8% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic0.8% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| OSIS OSI Systems Inc | NON_COMPLIANT | 0.36% | AAOIFI32.2% Usmani42.0% Dow Jones Islamic28.5% S&P Shariah32.8% MSCI Islamic42.0% MSCI Islamic M-Series32.8% FTSE Shariah40.0% |
The published standards disagree about this fund by 32 points of portfolio weight — 55.6% of it passes Dow Jones Islamic, 23.7% 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 55.4% ratios fail on 12.1% 32.6% not rated under AAOIFI
ratios pass on 35.1% ratios fail on 28.6% 36.3% not rated under Usmani
ratios pass on 55.6% ratios fail on 10.9% 33.7% not rated under Dow Jones Islamic
ratios pass on 52.5% ratios fail on 12.5% 35.1% not rated under S&P Shariah
ratios pass on 23.7% ratios fail on 42.4% 34.0% not rated under MSCI Islamic
ratios pass on 54.1% ratios fail on 10.9% 35.1% not rated under MSCI Islamic M-Series
ratios pass on 33.0% ratios fail on 29.2% 37.9% not rated under FTSE Shariah
83 of 97 listed holdings carry our own per-methodology verdicts (86% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 69 (71% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| AIR AAR Corp | 1.67% |
| LTH Life Time Group Holdings Inc | 1.51% |
| MRX Marex Group PLC | 1.40% |
| OII Oceaneering International Inc | 1.32% |
| RYTM Rhythm Pharmaceuticals Inc | 1.15% |
| FTRE Fortrea Holdings Inc | 1.01% |
| PJT PJT Partners Inc | 0.99% |
| PATK Patrick Industries Inc | 0.90% |
| PIPR Piper Sandler Cos | 0.86% |
| FBK FB Financial Corp | 0.76% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Loomis Sayles Small Cap Growth Fund (LCGRX) 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 |
|---|---|---|
| Fixed Income Clearing Corp.not matched to a ticker | 2.56% | Not screened |
| LGNDLigand Pharmaceuticals Inc | 2.20% | Compliant |
| ESEESCO Technologies Inc | 2.14% | Compliant |
| RBCRBC Bearings Inc | 2.04% | Compliant |
| Mercury Systems Incnot matched to a ticker | 1.99% | Not screened |
| EXTRExtreme Networks Inc | 1.96% | Compliant |
| ATIATI Inc | 1.87% | Compliant |
| MTSIMACOM Technology Solutions Holdings Inc | 1.87% | Compliant |
| AEISAdvanced Energy Industries Inc | 1.85% | Compliant |
| ESTAEstablishment Labs Holdings Inc | 1.74% | Compliant |
Top 10 of 97 holdings, 20.2% 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 LCGRX. 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 4 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) | 37.60 | NEUTRAL |
| Stochastic %K (14) | 24.24 | NEUTRAL |
| CCI (20) | -138.99 | BUY |
| Williams %R (14) | -75.76 | NEUTRAL |
| MACD (12,26,9) | -0.02 | SELL |
| ROC (10) | -1.86 | SELL |
| Momentum (10) | -0.50 | SELL |
| EMA (10) | 26.67 | SELL |
| SMA (10) | 26.80 | SELL |
| EMA (20) | 26.93 | SELL |
| SMA (20) | 26.91 | SELL |
| EMA (30) | 27.16 | SELL |
| SMA (30) | 27.13 | SELL |
| EMA (50) | 27.49 | SELL |
| SMA (50) | 27.82 | SELL |
| EMA (100) | 27.53 | SELL |
| SMA (100) | 28.25 | SELL |
| EMA (200) | 26.47 | SELL |
| SMA (200) | 26.69 | 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.