Verdicts genuinely change. Free email alert the moment NWZNX'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.
Nationwide Loomis All Cap Growth Fund · Nationwide Mutual Funds
37 holdings
NON-COMPLIANT 15.22% of portfolio weight is in non-compliant holdings, over the 5% threshold.
37 holdings, 35 matched (99% of weight). Portfolio as of 2026-07-31, filed 2026-09-18. Source: SEC Form N-PORT.
1.39% of this portfolio’s income is non-permissible — weighted across holdings, computed over 86% of portfolio weight (30 of 37 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.
49.7% compliant 31.0% questionable 15.2% non-compliant 1.1% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp. | COMPLIANT | 12.34% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| GOOG Alphabet, Inc. | QUESTIONABLE | 8.58% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AMZN Amazon.com, Inc. | QUESTIONABLE | 7.01% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| META Meta Platforms, Inc. | QUESTIONABLE | 6.20% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| TSLA Tesla, Inc. | COMPLIANT | 5.70% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| MSFT Microsoft Corp. | QUESTIONABLE | 4.74% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| MNST Monster Beverage Corp. | COMPLIANT | 4.64% | AAOIFI0.2% Usmani1.7% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.7% MSCI Islamic M-Series0.3% FTSE Shariah1.7% |
| NFLX Netflix, Inc. | QUESTIONABLE | 4.49% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| BA Boeing Co. (The) | NON_COMPLIANT | 4.21% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| V Visa, Inc. | COMPLIANT | 3.95% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| ORCL Oracle Corp. | NON_COMPLIANT | 3.15% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| REGN Regeneron Pharmaceuticals, Inc. | COMPLIANT | 2.68% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| ARM ARM Holdings plc | COMPLIANT | 2.65% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ADSK Autodesk, Inc. | COMPLIANT | 2.35% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| SHOP Shopify, Inc. | COMPLIANT | 2.05% | AAOIFI0.1% Usmani1.2% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic1.2% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| DIS Walt Disney Co. (The) | NON_COMPLIANT | 1.82% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| ALNY Alnylam Pharmaceuticals, Inc. | COMPLIANT | 1.64% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| SBUX Starbucks Corp. | COMPLIANT | 1.49% | AAOIFI19.3% Usmani79.3% Dow Jones Islamic21.4% S&P Shariah22.1% MSCI Islamic79.3% MSCI Islamic M-Series22.1% FTSE Shariah46.9% |
| NOVO-B.CO Novo Nordisk A/S | COMPLIANT | 1.44% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| SEIC SEI Investments Co. | NON_COMPLIANT | 1.42% | AAOIFI0.2% Usmani1.1% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| VEEV Veeva Systems, Inc. | NON_COMPLIANT | 1.40% | AAOIFI0.4% Usmani1.7% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic1.7% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| DE Deere & Co. | NON_COMPLIANT | 1.30% | AAOIFI9.1% Usmani15.9% Dow Jones Islamic12.7% S&P Shariah13.8% MSCI Islamic15.9% MSCI Islamic M-Series13.8% FTSE Shariah15.9% |
| CRM Salesforce, Inc. | COMPLIANT | 1.25% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WDAY Workday, Inc. | COMPLIANT | 1.18% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| EXPD Expeditors International of Washington, Inc. | COMPLIANT | 1.17% | AAOIFI2.3% Usmani11.0% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic11.0% MSCI Islamic M-Series3.2% FTSE Shariah0.0% |
| MSCI MSCI, Inc. | COMPLIANT | 1.04% | AAOIFI15.7% Usmani116.8% Dow Jones Islamic15.3% S&P Shariah15.6% MSCI Islamic116.8% MSCI Islamic M-Series15.6% FTSE Shariah113.9% |
| RO.SW Roche Holding AG | COMPLIANT | 0.92% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| NVS Novartis AG | COMPLIANT | 0.87% | AAOIFI12.5% Usmani25.9% Dow Jones Islamic11.8% S&P Shariah12.6% MSCI Islamic25.9% MSCI Islamic M-Series12.6% FTSE Shariah25.9% |
| XYZ Block, Inc. | NON_COMPLIANT | 0.86% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| ISRG Intuitive Surgical, Inc. | COMPLIANT | 0.82% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| Yum! Brands, Inc. | UNSCREENED | 0.72% | no in-house ratios for this holding |
| DOCS Doximity, Inc. | NON_COMPLIANT | 0.70% | AAOIFI0.2% Usmani0.9% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.9% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| ILMN Illumina, Inc. | COMPLIANT | 0.58% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| FDS FactSet Research Systems, Inc. | COMPLIANT | 0.58% | AAOIFI14.6% Usmani37.5% Dow Jones Islamic12.1% S&P Shariah11.2% MSCI Islamic37.5% MSCI Islamic M-Series11.2% FTSE Shariah33.2% |
| NKE NIKE, Inc. | COMPLIANT | 0.37% | AAOIFI19.4% Usmani28.7% Dow Jones Islamic21.0% S&P Shariah18.2% MSCI Islamic28.7% MSCI Islamic M-Series18.2% FTSE Shariah20.7% |
| SAM Boston Beer Co., Inc. (The) | NON_COMPLIANT | 0.36% | AAOIFI1.8% Usmani2.5% Dow Jones Islamic1.3% S&P Shariah1.2% MSCI Islamic2.5% MSCI Islamic M-Series1.2% FTSE Shariah0.0% |
| Mobileye Global, Inc. | UNSCREENED | 0.34% | no in-house ratios for this holding |
The published standards disagree about this fund by 17 points of portfolio weight — 71.9% of it passes Dow Jones Islamic, 55.1% 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 69.6% ratios fail on 13.8% 13.6% not rated under AAOIFI
ratios pass on 67.8% ratios fail on 15.7% 13.6% not rated under Usmani
ratios pass on 71.9% ratios fail on 10.7% 14.5% not rated under Dow Jones Islamic
ratios pass on 68.8% ratios fail on 13.8% 14.5% not rated under S&P Shariah
ratios pass on 55.1% ratios fail on 25.9% 16.0% not rated under MSCI Islamic
ratios pass on 68.8% ratios fail on 13.8% 14.5% not rated under MSCI Islamic M-Series
ratios pass on 65.8% ratios fail on 16.8% 14.5% not rated under FTSE Shariah
35 of 37 listed holdings carry our own per-methodology verdicts (96% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 30 (88% 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.
Nationwide Loomis All Cap Growth Fund (NWZNX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| NVDANVIDIA Corp. | 12.34% | Compliant |
| GOOGAlphabet, Inc. | 8.58% | Questionable |
| AMZNAmazon.com, Inc. | 7.01% | Questionable |
| METAMeta Platforms, Inc. | 6.20% | Questionable |
| TSLATesla, Inc. | 5.70% | Compliant |
| MSFTMicrosoft Corp. | 4.74% | Questionable |
| MNSTMonster Beverage Corp. | 4.64% | Compliant |
| NFLXNetflix, Inc. | 4.49% | Questionable |
| BABoeing Co. (The) | 4.21% | Non-compliant |
| VVisa, Inc. | 3.95% | Compliant |
Top 10 of 37 holdings, 61.9% 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 NWZNX. 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) | 58.70 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 88.67 | NEUTRAL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.03 | BUY |
| ROC (10) | 2.79 | BUY |
| Momentum (10) | 0.56 | BUY |
| EMA (10) | 20.44 | BUY |
| SMA (10) | 20.37 | BUY |
| EMA (20) | 20.34 | BUY |
| SMA (20) | 20.31 | BUY |
| EMA (30) | 20.27 | BUY |
| SMA (30) | 20.27 | BUY |
| EMA (50) | 20.14 | BUY |
| SMA (50) | 20.20 | BUY |
| EMA (100) | 19.92 | BUY |
| SMA (100) | 19.86 | BUY |
| EMA (200) | 19.77 | BUY |
| SMA (200) | 19.47 | 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.