Verdicts genuinely change. Free email alert the moment LIPRX'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 Inflation Protected Securities Fund · LOOMIS SAYLES FUNDS I
59 holdings
NON-COMPLIANT 93.31% of portfolio weight is in non-compliant holdings, over the 5% threshold.
88.04% 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.
59 holdings, 34 matched (94% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
20.03% of this portfolio’s income is non-permissible — weighted across holdings, computed over 4% of portfolio weight (18 of 59 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.
1.2% compliant 0.0% questionable 93.2% non-compliant 5.6% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| United States Treasury | NON_COMPLIANT | 19.25% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 15.51% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 13.04% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 12.57% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 11.24% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 7.17% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 6.50% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 2.77% | no in-house ratios for this holding |
| Fixed Income Clearing Corp. | UNSCREENED | 0.95% | no in-house ratios for this holding |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.52% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| HSBA.L HSBC HOLDINGS PLC | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BANCO NAC DE MEXICO SA | UNSCREENED | 0.50% | no in-house ratios for this holding |
| BNP.PA BNP PARIBAS | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| STAN.L STANDARD CHARTERED PLC | NON_COMPLIANT | 0.47% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PETROBRAS GLOBAL FINANCE | UNSCREENED | 0.45% | no in-house ratios for this holding |
| ING ING GROEP NV | NON_COMPLIANT | 0.45% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| NVDA NVIDIA CORP | COMPLIANT | 0.43% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.41% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HPS CORPORATE LENDING FU | UNSCREENED | 0.38% | no in-house ratios for this holding |
| AEP AMERICAN ELECTRIC POWER | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| FLEX FLEX LTD | COMPLIANT | 0.36% | AAOIFI14.4% Usmani24.1% Dow Jones Islamic25.4% S&P Shariah30.5% MSCI Islamic24.1% MSCI Islamic M-Series30.5% FTSE Shariah20.7% |
| D DOMINION ENERGY INC | NON_COMPLIANT | 0.31% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| NWG.L NATWEST GROUP PLC | NON_COMPLIANT | 0.31% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CITADEL SECURITIES GLOBA | UNSCREENED | 0.28% | no in-house ratios for this holding |
| PINNACLE BANK TN | UNSCREENED | 0.27% | no in-house ratios for this holding |
| CABK.MC CAIXABANK SA | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COBANK ACB | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ANTARES HOLDINGS | UNSCREENED | 0.23% | no in-house ratios for this holding |
| UBSG.SW UBS GROUP AG | NON_COMPLIANT | 0.23% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GLE.PA SOCIETE GENERALE | NON_COMPLIANT | 0.22% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NVDA NVIDIA CORP | COMPLIANT | 0.21% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| ASHTEAD CAPITAL INC | UNSCREENED | 0.20% | no in-house ratios for this holding |
| PRU PRUDENTIAL FINANCIAL INC | NON_COMPLIANT | 0.19% | AAOIFI49.0% Usmani2.6% Dow Jones Islamic56.4% S&P Shariah57.7% MSCI Islamic2.6% MSCI Islamic M-Series57.7% FTSE Shariah2.6% |
| STELLANTIS FINANCIAL SER | UNSCREENED | 0.19% | no in-house ratios for this holding |
| SAN.MC BANCO SANTANDER SA | NON_COMPLIANT | 0.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BANCO BILBAO VIZCAYA ARG | UNSCREENED | 0.19% | no in-house ratios for this holding |
| FLUTTER TREASURY DAC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| MORGAN STANLEY DIRECT | UNSCREENED | 0.17% | no in-house ratios for this holding |
| VISTRA OPERATIONS CO LLC | UNSCREENED | 0.16% | no in-house ratios for this holding |
| BOARDWALK PIPELINES LP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| OAKTREE STRATEGIC CREDIT | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SOUTHERN CO GAS CAPITAL | UNSCREENED | 0.14% | no in-house ratios for this holding |
| HUT 8 DC LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| CARLYLE SECURED LENDING | UNSCREENED | 0.12% | no in-house ratios for this holding |
| APOLLO DEBT SOLUTIONS BD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| DE DEERE & COMPANY | NON_COMPLIANT | 0.11% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| JBS NV/USA FOODS/FOOD CO | UNSCREENED | 0.10% | no in-house ratios for this holding |
| H HYATT HOTELS CORP | NON_COMPLIANT | 0.10% | AAOIFI30.0% Usmani32.3% Dow Jones Islamic31.2% S&P Shariah32.4% MSCI Islamic32.3% MSCI Islamic M-Series32.4% FTSE Shariah30.6% |
| BLUE OWL TECHNOLOGY FINA | UNSCREENED | 0.08% | no in-house ratios for this holding |
| NTAP NETAPP INC | COMPLIANT | 0.07% | AAOIFI7.4% Usmani25.0% Dow Jones Islamic11.7% S&P Shariah13.3% MSCI Islamic25.0% MSCI Islamic M-Series13.3% FTSE Shariah22.7% |
| DAL DELTA AIR LINES INC | NON_COMPLIANT | 0.07% | AAOIFI35.9% Usmani21.9% Dow Jones Islamic46.8% S&P Shariah52.9% MSCI Islamic21.9% MSCI Islamic M-Series52.9% FTSE Shariah15.0% |
| SNPS SYNOPSYS INC | COMPLIANT | 0.06% | AAOIFI14.4% Usmani22.7% Dow Jones Islamic13.2% S&P Shariah13.2% MSCI Islamic22.7% MSCI Islamic M-Series13.2% FTSE Shariah21.0% |
| ONCOR ELECTRIC DELIVERY | UNSCREENED | 0.06% | no in-house ratios for this holding |
| PPL CAPITAL FUNDING INC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SYF SYNCHRONY FINANCIAL | NON_COMPLIANT | 0.05% | AAOIFI85.9% Usmani18.3% Dow Jones Islamic91.8% S&P Shariah104.8% MSCI Islamic18.3% MSCI Islamic M-Series104.8% FTSE Shariah18.3% |
| INTC INTEL CORP | COMPLIANT | 0.04% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| WESTERN MIDSTREAM OPERAT | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ROL ROLLINS INC | COMPLIANT | 0.04% | AAOIFI6.5% Usmani33.2% Dow Jones Islamic4.4% S&P Shariah4.7% MSCI Islamic33.2% MSCI Islamic M-Series4.7% FTSE Shariah21.0% |
| EIX EDISON INTERNATIONAL | NON_COMPLIANT | 0.01% | AAOIFI189.8% Usmani43.9% Dow Jones Islamic173.1% S&P Shariah173.0% MSCI Islamic43.9% MSCI Islamic M-Series173.0% FTSE Shariah42.7% |
All 7 published standards agree about this fund to within 0.1 points of portfolio weight.
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 1.3% ratios fail on 5.2% 93.6% not rated under AAOIFI
ratios pass on 1.3% ratios fail on 5.1% 93.6% not rated under Usmani
ratios pass on 1.3% ratios fail on 5.2% 93.6% not rated under Dow Jones Islamic
ratios pass on 1.3% ratios fail on 5.2% 93.6% not rated under S&P Shariah
ratios pass on 1.3% ratios fail on 5.2% 93.6% not rated under MSCI Islamic
ratios pass on 1.3% ratios fail on 5.2% 93.6% not rated under MSCI Islamic M-Series
ratios pass on 1.4% ratios fail on 5.1% 93.6% not rated under FTSE Shariah
24 of 59 listed holdings carry our own per-methodology verdicts (6% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 15 (3% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| United States Treasury | 19.25% |
| United States Treasury | 15.51% |
| United States Treasury | 13.04% |
| United States Treasury | 12.57% |
| United States Treasury | 11.24% |
| United States Treasury | 7.17% |
| United States Treasury | 6.50% |
| United States Treasury | 2.77% |
| VZ VERIZON COMMUNICATIONS | 0.52% |
| HSBA.L HSBC HOLDINGS PLC | 0.51% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Loomis Sayles Inflation Protected Securities Fund (LIPRX) 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 | 19.25% | Non-compliant |
| United States Treasurynot matched to a ticker | 15.51% | Non-compliant |
| United States Treasurynot matched to a ticker | 13.04% | Non-compliant |
| United States Treasurynot matched to a ticker | 12.57% | Non-compliant |
| United States Treasurynot matched to a ticker | 11.24% | Non-compliant |
| United States Treasurynot matched to a ticker | 7.17% | Non-compliant |
| United States Treasurynot matched to a ticker | 6.50% | Non-compliant |
| United States Treasurynot matched to a ticker | 2.77% | Non-compliant |
| Fixed Income Clearing Corp.not matched to a ticker | 0.95% | Not screened |
| VZVERIZON COMMUNICATIONS | 0.52% | Non-compliant |
Top 10 of 59 holdings, 89.5% 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 LIPRX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 51.90 | NEUTRAL |
| Stochastic %K (14) | 78.57 | NEUTRAL |
| CCI (20) | 102.09 | SELL |
| Williams %R (14) | -21.43 | NEUTRAL |
| MACD (12,26,9) | 0.02 | BUY |
| ROC (10) | 1.22 | BUY |
| Momentum (10) | 0.11 | BUY |
| EMA (10) | 9.11 | BUY |
| SMA (10) | 9.10 | BUY |
| EMA (20) | 9.12 | BUY |
| SMA (20) | 9.09 | BUY |
| EMA (30) | 9.14 | BUY |
| SMA (30) | 9.13 | BUY |
| EMA (50) | 9.18 | SELL |
| SMA (50) | 9.20 | SELL |
| EMA (100) | 9.24 | SELL |
| SMA (100) | 9.27 | SELL |
| EMA (200) | 9.28 | SELL |
| SMA (200) | 9.31 | 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.