Verdicts genuinely change. Free email alert the moment LGMNX'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 Global Allocation Fund · LOOMIS SAYLES FUNDS II
485 holdings
NON-COMPLIANT 19.33% of portfolio weight is in non-compliant holdings, over the 5% threshold.
1.88% 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.
485 holdings, 170 matched (74% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.96% of this portfolio’s income is non-permissible — weighted across holdings, computed over 64% of portfolio weight (132 of 485 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.
46.8% compliant 8.3% questionable 19.3% non-compliant 25.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| DIRECTV FINANCING LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SEAGATE DATA STOR | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ALLISON TRANSMISSION INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ENGI.PA ENGIE SA | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| SUZANO AUSTRIA GMBH | UNSCREENED | 0.04% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NCL CORPORATION LTD | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Canada Government Bonds | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ACA.PA CREDIT AGRICOLE SA | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TOPBUILD CORP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| BROOKFIELD FINANCE INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CCL CARNIVAL CORP LTD | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HESS MIDSTREAM OPERATION | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TRAVEL + LEISURE CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CT TRUST | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ANFGF ANTOFAGASTA PLC | COMPLIANT | 0.04% | AAOIFI19.7% Usmani27.4% Dow Jones Islamic19.9% S&P Shariah22.7% MSCI Islamic26.8% MSCI Islamic M-Series22.7% FTSE Shariah26.8% |
| SOCIEDAD QUIMICA Y MINER | UNSCREENED | 0.04% | no in-house ratios for this holding |
| TORY BURCH LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TALEN ENERGY SUPPLY LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| XYZ BLOCK INC | NON_COMPLIANT | 0.03% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| AMERICAN HONDA FINANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BAC BANK OF AMERICA CORP | NON_COMPLIANT | 0.03% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| DH EUROPE FINANCE II | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LOGICOR FINANCING SARL | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SANTANDER UK GROUP HLDGS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| EQUINIX EU 2 FINANCING C | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SENSATA TECHNOLOGIES INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SOCIEDAD QUIMICA Y MINER | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TRGP TARGA RESOURCES CORP | NON_COMPLIANT | 0.03% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| BA BOEING CO | NON_COMPLIANT | 0.03% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| Chicago Board of Trade | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TRAVEL + LEISURE CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ARAMARK SERVICES INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GLOBAL AUTO HO/AAG FH UK | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.03% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| Morgan Stanley & Co. International PLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BPR Trust | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Asplundh Tree Expert LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UCG.MI UNICREDIT SPA | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMXB.MX AMERICA MOVIL SAB DE CV | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EDELMAN FINANCIAL CENTER LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CEMEXCPO.MX CEMEX SAB DE CV | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| DOMINICAN REPUBLIC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TRAVEL + LEISURE CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UCG.MI UNICREDIT SPA | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MS MORGAN STANLEY | NON_COMPLIANT | 0.03% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| AMXB.MX AMERICA MOVIL SAB DE CV | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Novelis Corporation | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TAYLOR MORRISON COMM | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NATURGY FIN IBERIA SA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DISH DBS CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| JH NORTH AMERICA HOLDING | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Oak Hill Credit | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SOLS Solstice Advanced Materials Inc | COMPLIANT | 0.03% | AAOIFI19.5% Usmani35.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic33.3% MSCI Islamic M-Seriespass FTSE Shariah33.3% |
| KIMBERLY-CLARK DE MEXICO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DP World Crescent Ltd. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Hilton Domestic Operating Company Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| COMMERCIAL METALS CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.03% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| Chile Government International Bonds | UNSCREENED | 0.03% | no in-house ratios for this holding |
| OSAIC HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| YUM! BRANDS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MEDTRONIC GLOBAL HLDINGS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GFL ENVIRONMENTAL HOL | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SOLSTICE ADVANCED MATERI | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ZF NA CAPITAL | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TPG CLO Ltd | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Garnet CLO Ltd | UNSCREENED | 0.02% | no in-house ratios for this holding |
| 1011778 BC / NEW RED FIN | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Silver Point CLO, Ltd | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CLH Clean Harbors Inc | COMPLIANT | 0.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| REPUBLIC OF PARAGUAY | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| WMS ADVANCED DRAINAGE SYSTEMS INC | COMPLIANT | 0.02% | AAOIFI16.0% Usmani40.8% Dow Jones Islamic16.1% S&P Shariah15.7% MSCI Islamic37.4% MSCI Islamic M-Series15.7% FTSE Shariah35.8% |
| AXIA3.SA AXIA ENERGIA SA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| Kaseya Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DK Crown Holdings Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ALLISON TRANSMISSION INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MARRIOTT OWNERSHIP RESOR | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Bausch & Lomb Corporation | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ESAB ESAB CORP | NON_COMPLIANT | 0.02% | AAOIFI54.5% Usmani38.7% Dow Jones Islamic37.4% S&P Shariah40.1% MSCI Islamic38.7% MSCI Islamic M-Series40.1% FTSE Shariah36.5% |
| GO DADDY OPCO/FINCO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Mexico Government International Bonds | UNSCREENED | 0.02% | no in-house ratios for this holding |
| KINGPIN INTERMEDIATE HO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Regatta 35 Funding Ltd. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ANFGF ANTOFAGASTA PLC | COMPLIANT | 0.02% | AAOIFI19.7% Usmani27.4% Dow Jones Islamic19.9% S&P Shariah22.7% MSCI Islamic26.8% MSCI Islamic M-Series22.7% FTSE Shariah26.8% |
| JH NORTH AMERICA HOLDING | UNSCREENED | 0.02% | no in-house ratios for this holding |
| O REALTY INCOME CORP | NON_COMPLIANT | 0.02% | AAOIFI3.5% Usmani2.6% Dow Jones Islamic4.0% S&P Shariah4.3% MSCI Islamic2.6% MSCI Islamic M-Series4.3% FTSE Shariah2.6% |
| OCP CLO Ltd | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ONEOK INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ENELCHILE.SN ENEL CHILE SA | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| ENTEL CHILE SA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AIR CANADA 2017-1AA PTT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ANFGF ANTOFAGASTA PLC | COMPLIANT | 0.02% | AAOIFI19.7% Usmani27.4% Dow Jones Islamic19.9% S&P Shariah22.7% MSCI Islamic26.8% MSCI Islamic M-Series22.7% FTSE Shariah26.8% |
| HILTON GRAND VAC LLC/INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| SUZANO AUSTRIA GMBH | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COMMERCIAL METALS CO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Crown City CLO I | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TEVA PHARMACEUTICALS NE | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.02% | AAOIFI65.9% Usmani44.9% Dow Jones Islamic95.2% S&P Shariah127.3% MSCI Islamic44.6% MSCI Islamic M-Series127.3% FTSE Shariah44.2% |
| PARA PARAMOUNT GLOBAL | NON_COMPLIANT | 0.02% | AAOIFI1.1% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DOMINICAN REPUBLIC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PARA PARAMOUNT GLOBAL | NON_COMPLIANT | 0.02% | AAOIFI1.1% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| FONTERRA COOPERATIVE GRP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| OHA Loan Funding Ltd | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Flutter Financing BV | UNSCREENED | 0.02% | no in-house ratios for this holding |
| DP WORLD CRESCENT LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| QXO QXO INC | NON_COMPLIANT | 0.02% | AAOIFI49.4% Usmani31.0% Dow Jones Islamic64.2% S&P Shariah94.5% MSCI Islamic30.2% MSCI Islamic M-Series94.5% FTSE Shariah26.6% |
| RCL ROYAL CARIBBEAN CRUISES | NON_COMPLIANT | 0.02% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| GFL GFL ENVIRONMENTAL INC | NON_COMPLIANT | 0.02% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| Birch Grove CLO Ltd. | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PLD PROLOGIS LP | COMPLIANT | 0.02% | AAOIFI25.8% Usmani35.3% Dow Jones Islamic31.2% S&P Shariah32.1% MSCI Islamic35.3% MSCI Islamic M-Series32.1% FTSE Shariah35.3% |
| Morgan Stanley & Co. International PLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Anchorage Capital CLO LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MTDR MATADOR RESOURCES CO | NON_COMPLIANT | 0.02% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| HILTON GRAND VAC LLC/INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| FREEDOM MORTGAGE HOLD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.02% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| HSBC Bank USA NA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.01% | no in-house ratios for this holding |
| AVANTOR FUNDING INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.01% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| RCL ROYAL CARIBBEAN CRUISES | NON_COMPLIANT | 0.01% | AAOIFI33.1% Usmani52.7% Dow Jones Islamic32.9% S&P Shariah40.4% MSCI Islamic52.7% MSCI Islamic M-Series40.4% FTSE Shariah51.2% |
| ZF NA CAPITAL | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TOPBUILD CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CACI INTERNATIONAL INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ASHLAND INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Truist Insurance Holdings LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Colombia Government International Bonds | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Golub Capital Partners CLO, LTD | UNSCREENED | 0.01% | no in-house ratios for this holding |
| BA BOEING CO | NON_COMPLIANT | 0.01% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| DISCOVERY COMMUNICATIONS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| UBS AG | UNSCREENED | 0.01% | no in-house ratios for this holding |
| AXON AXON ENTERPRISE INC | COMPLIANT | 0.01% | AAOIFI4.4% Usmani24.5% Dow Jones Islamic4.0% S&P Shariah4.9% MSCI Islamic24.5% MSCI Islamic M-Series4.9% FTSE Shariah23.1% |
| DISH DBS CORP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| TLEVISACPO.MX GRUPO TELEVISA SAB | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FREEDOM MORTGAGE HOLD | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Eurex Deutschland | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ZF NA CAPITAL | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CIFC Funding Ltd | UNSCREENED | 0.01% | no in-house ratios for this holding |
| U.K. Gilts | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Northwoods Capital 20 Ltd | UNSCREENED | 0.01% | no in-house ratios for this holding |
| PPC PILGRIM'S PRIDE CORP | NON_COMPLIANT | 0.01% | AAOIFI43.6% Usmani31.0% Dow Jones Islamic33.3% S&P Shariah37.2% MSCI Islamic31.0% MSCI Islamic M-Series37.2% FTSE Shariah28.5% |
| APTIV SWISS HOLDINGS LTD | UNSCREENED | 0.01% | no in-house ratios for this holding |
| OAK-EAGLE ACQUIRECO INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| LOGICOR FINANCING SARL | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CNM CORE & MAIN LP | NON_COMPLIANT | 0.01% | AAOIFI33.9% Usmani41.0% Dow Jones Islamic27.6% S&P Shariah28.8% MSCI Islamic41.0% MSCI Islamic M-Series28.8% FTSE Shariah36.5% |
| HILTON DOMESTIC OPERATIN | UNSCREENED | 0.01% | no in-house ratios for this holding |
| HSBC Bank USA NA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| ZF NA CAPITAL | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| AIR CANADA 2015-2A PTT | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Diameter Capital CLO | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHARTER COMM OPT LLC/CAP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.01% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Bank of America NA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| EMPRESA NACIONAL DEL PET | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Resideo Funding Inc | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LAMB WESTON HLD | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MOH MOLINA HEALTHCARE INC | NON_COMPLIANT | 0.01% | AAOIFI36.0% Usmani24.7% Dow Jones Islamic29.7% S&P Shariah24.7% MSCI Islamic23.6% MSCI Islamic M-Series24.7% FTSE Shariah23.6% |
| SENSATA TECH INC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| 000660.KS SK HYNIX INC | COMPLIANT | 0.01% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CITADEL SECURITIES LP | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CRESCENT ENERGY FINANCE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CC CHEMOURS CO | NON_COMPLIANT | 0.01% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| DVA DaVita Inc | NON_COMPLIANT | 0.01% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| GFL GFL ENVIRONMENTAL INC | NON_COMPLIANT | 0.01% | AAOIFI29.3% Usmani38.5% Dow Jones Islamic34.1% S&P Shariah36.6% MSCI Islamic38.5% MSCI Islamic M-Series36.6% FTSE Shariah38.5% |
| THERMO FISHER SC FNCE I | UNSCREENED | 0.01% | no in-house ratios for this holding |
| HSBC Bank USA NA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| URI United Rentals Inc | COMPLIANT | 0.01% | AAOIFI27.5% Usmani59.2% Dow Jones Islamic32.5% S&P Shariah35.6% MSCI Islamic58.1% MSCI Islamic M-Series35.6% FTSE Shariah53.3% |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SUN SUNOCO LP | NON_COMPLIANT | 0.01% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| Morgan Stanley & Co. International PLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Bank of America NA | UNSCREENED | 0.01% | no in-house ratios for this holding |
| UNITED MEXICAN STATES | UNSCREENED | 0.01% | no in-house ratios for this holding |
| Ryan Specialty Group LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| CHRD CHORD ENERGY CORP | COMPLIANT | 0.01% | AAOIFI18.8% Usmani11.0% Dow Jones Islamic23.8% S&P Shariah23.8% MSCI Islamic11.0% MSCI Islamic M-Series23.8% FTSE Shariah10.8% |
| TEX Terex Corporation | NON_COMPLIANT | 0.01% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| 017670.KS SK TELECOM CO LTD | NON_COMPLIANT | 0.01% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| TALEN ENERGY SUPPLY LLC | UNSCREENED | 0.01% | no in-house ratios for this holding |
| MACQUARIE AIRFINANCE HLD | UNSCREENED | 0.00% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.00% | no in-house ratios for this holding |
| HSBC Bank USA NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| BPR Trust | UNSCREENED | 0.00% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| UBS AG | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DOMINICAN REPUBLIC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Bank of America NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| RY Royal Bank of Canada | COMPLIANT | 0.00% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CORE + MAIN LP | UNSCREENED | 0.00% | no in-house ratios for this holding |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Aramark Services Inc | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Light and Wonder International, Inc. | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MINERAL RESOURCES LTD | UNSCREENED | 0.00% | no in-house ratios for this holding |
| TMO THERMO FISHER SCIENTIFIC | COMPLIANT | 0.00% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| Tobacco Settlement Financing Corp/VA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.00% | no in-house ratios for this holding |
| 1011778 BC / NEW RED FIN | UNSCREENED | 0.00% | no in-house ratios for this holding |
| MACQUARIE AIRFINANCE HLD | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Bank of America NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DDS DILLARDS INC | COMPLIANT | 0.00% | AAOIFI0.3% Usmani0.8% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic0.8% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| Bank of America NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Baldwin Insurance Group Holdings LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| PetSmart Inc | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DBK.DE Deutsche Bank AG | NON_COMPLIANT | 0.00% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SUN SUNOCO LP | NON_COMPLIANT | 0.00% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| NGPL PIPECO LLC | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Bank of America NA | UNSCREENED | 0.00% | no in-house ratios for this holding |
| 1011778 BC / NEW RED FIN | UNSCREENED | 0.00% | no in-house ratios for this holding |
| Chicago Board of Trade | UNSCREENED | 0.00% | no in-house ratios for this holding |
| DDS DILLARDS INC | COMPLIANT | 0.00% | AAOIFI0.3% Usmani0.8% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic0.8% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| Hanger Inc | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 17 points of portfolio weight — 52.1% of it passes AAOIFI, 35.1% 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 52.1% ratios fail on 9.6% 38.2% not rated under AAOIFI
ratios pass on 36.3% ratios fail on 22.0% 41.7% not rated under Usmani
ratios pass on 49.5% ratios fail on 12.1% 38.3% not rated under Dow Jones Islamic
ratios pass on 49.0% ratios fail on 12.7% 38.3% not rated under S&P Shariah
ratios pass on 35.1% ratios fail on 23.0% 41.9% not rated under MSCI Islamic
ratios pass on 49.0% ratios fail on 12.7% 38.3% not rated under MSCI Islamic M-Series
ratios pass on 41.9% ratios fail on 19.4% 38.7% not rated under FTSE Shariah
112 of 485 listed holdings carry our own per-methodology verdicts (73% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 75 (57% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| HLT Hilton Worldwide Holdings Inc | 1.71% |
| GS Goldman Sachs Group Inc/The | 1.68% |
| BLK Blackrock Inc | 1.64% |
| JPM JPMorgan Chase & Co | 1.63% |
| PGR Progressive Corp/The | 1.37% |
| ABNB Airbnb Inc | 1.09% |
| ECHO ECHOSTAR CORP | 0.84% |
| ROP Roper Technologies Inc | 0.81% |
| UNH UnitedHealth Group Inc | 0.76% |
| LSEG.L London Stock Exchange Group PLC | 0.53% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Loomis Sayles Global Allocation Fund (LGMNX) 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 | 5.67% | Compliant |
| BKNGBooking Holdings Inc | 5.14% | Compliant |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 3.94% | Compliant |
| ASMLASML Holding NV | 3.36% | Compliant |
| GOOGAlphabet Inc | 3.23% | Questionable |
| AMZNAmazon.com Inc | 3.22% | Questionable |
| MAMastercard Inc | 3.13% | Compliant |
| SPGIS&P Global Inc | 2.91% | Compliant |
| AVGOBroadcom Inc | 2.84% | Compliant |
| KLACKLA Corp | 2.32% | Compliant |
Top 10 of 485 holdings, 35.8% 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 LGMNX. 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 3 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) | 50.00 | NEUTRAL |
| Stochastic %K (14) | 93.33 | SELL |
| CCI (20) | 105.54 | SELL |
| Williams %R (14) | -6.67 | SELL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 0.63 | BUY |
| Momentum (10) | 0.17 | BUY |
| EMA (10) | 27.20 | BUY |
| SMA (10) | 27.14 | BUY |
| EMA (20) | 27.27 | BUY |
| SMA (20) | 27.16 | BUY |
| EMA (30) | 27.37 | SELL |
| SMA (30) | 27.39 | SELL |
| EMA (50) | 27.46 | SELL |
| SMA (50) | 27.74 | SELL |
| EMA (100) | 27.38 | SELL |
| SMA (100) | 27.55 | SELL |
| EMA (200) | 26.86 | BUY |
| SMA (200) | 26.95 | 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.