LGRTXETF / FundLoomis Sayles Growth Fund
Verdicts genuinely change. Free email alert the moment LGRTX's does — no target price to set, unlike a price alert.
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 Growth Fund · LOOMIS SAYLES FUNDS II
36 holdings
NON-COMPLIANT 14.03% of portfolio weight is in non-compliant holdings, over the 5% threshold.
36 holdings, 33 matched (97% of weight). Portfolio as of 2026-06-30, filed 2026-08-28. Source: SEC Form N-PORT.
1.18% of this portfolio’s income is non-permissible — weighted across holdings, computed over 92% of portfolio weight (31 of 36 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.
51.5% compliant 31.8% questionable 14.0% non-compliant 2.6% unscreened
All holdings (36)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 12.68% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| TSLA Tesla Inc | COMPLIANT | 8.46% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| GOOG Alphabet Inc | QUESTIONABLE | 8.06% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| META Meta Platforms Inc | QUESTIONABLE | 6.44% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| AMZN Amazon.com Inc | QUESTIONABLE | 5.99% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| V Visa Inc | COMPLIANT | 4.91% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| BA Boeing Co/The | NON_COMPLIANT | 4.82% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| MSFT Microsoft Corp | QUESTIONABLE | 4.52% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| NFLX Netflix Inc | QUESTIONABLE | 4.25% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| ORCL Oracle Corp | NON_COMPLIANT | 3.74% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| MNST Monster Beverage Corp | COMPLIANT | 3.73% | AAOIFI0.2% Usmani1.7% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.7% MSCI Islamic M-Series0.3% FTSE Shariah1.7% |
| VRTX Vertex Pharmaceuticals Inc | COMPLIANT | 3.10% | AAOIFI1.6% Usmani7.2% Dow Jones Islamic1.7% S&P Shariah1.7% MSCI Islamic7.2% MSCI Islamic M-Series1.7% FTSE Shariah0.0% |
| GOOG Alphabet Inc | QUESTIONABLE | 2.57% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| SHOP Shopify Inc | COMPLIANT | 2.41% | 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 | 2.11% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| ADSK Autodesk Inc | COMPLIANT | 1.89% | AAOIFI8.4% Usmani28.7% Dow Jones Islamic6.4% S&P Shariah6.7% MSCI Islamic28.7% MSCI Islamic M-Series6.7% FTSE Shariah26.9% |
| REGN Regeneron Pharmaceuticals Inc | COMPLIANT | 1.84% | AAOIFI2.4% Usmani6.5% Dow Jones Islamic3.0% S&P Shariah2.7% MSCI Islamic4.8% MSCI Islamic M-Series2.7% FTSE Shariah4.8% |
| CRM Salesforce Inc | COMPLIANT | 1.50% | AAOIFI20.9% Usmani38.1% Dow Jones Islamic18.3% S&P Shariah17.8% MSCI Islamic38.1% MSCI Islamic M-Series17.8% FTSE Shariah35.8% |
| NOVO-B.CO Novo Nordisk A/S | COMPLIANT | 1.49% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 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% |
| EXPD Expeditors International of Washington Inc | COMPLIANT | 1.41% | AAOIFI2.3% Usmani11.0% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic11.0% MSCI Islamic M-Series3.2% FTSE Shariah0.0% |
| NVS Novartis AG | COMPLIANT | 1.35% | AAOIFI12.5% Usmani25.9% Dow Jones Islamic11.8% S&P Shariah12.6% MSCI Islamic25.9% MSCI Islamic M-Series12.6% FTSE Shariah25.9% |
| 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% |
| TMO Thermo Fisher Scientific Inc | COMPLIANT | 1.14% | AAOIFI20.5% Usmani40.3% Dow Jones Islamic23.4% S&P Shariah22.9% MSCI Islamic40.3% MSCI Islamic M-Series22.9% FTSE Shariah40.3% |
| SEIC SEI Investments Co | NON_COMPLIANT | 1.14% | AAOIFI0.2% Usmani1.1% Dow Jones Islamic0.3% S&P Shariah0.3% MSCI Islamic1.1% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| Natixis Loomis Sayles Focused Growth ETF | UNSCREENED | 1.10% | no in-house ratios for this holding |
| ISRG Intuitive Surgical Inc | COMPLIANT | 1.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RO.SW Roche Holding AG | COMPLIANT | 1.01% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Yum! Brands Inc | UNSCREENED | 0.96% | no in-house ratios for this holding |
| XYZ Block Inc | NON_COMPLIANT | 0.84% | AAOIFI12.2% Usmani15.3% Dow Jones Islamic14.3% S&P Shariah14.7% MSCI Islamic15.3% MSCI Islamic M-Series14.7% FTSE Shariah14.6% |
| Fixed Income Clearing Corp. | UNSCREENED | 0.55% | no in-house ratios for this holding |
| ILMN Illumina Inc | COMPLIANT | 0.53% | 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 | 0.53% | 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 | 0.51% | AAOIFI19.4% Usmani28.7% Dow Jones Islamic21.0% S&P Shariah18.2% MSCI Islamic28.7% MSCI Islamic M-Series18.2% FTSE Shariah20.7% |
| WDAY Workday Inc | COMPLIANT | 0.42% | AAOIFI8.4% Usmani23.8% Dow Jones Islamic8.1% S&P Shariah7.7% MSCI Islamic23.8% MSCI Islamic M-Series7.7% FTSE Shariah18.8% |
| YUMC Yum China Holdings Inc | NON_COMPLIANT | 0.08% | AAOIFI14.8% Usmani21.2% Dow Jones Islamic13.5% S&P Shariah14.0% MSCI Islamic20.7% MSCI Islamic M-Series14.0% FTSE Shariah0.6% |
The published standards disagree about this fund by 20 points of portfolio weight — 79.3% of it passes Dow Jones Islamic, 59.2% 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 76.9% ratios fail on 11.7% 11.3% not rated under AAOIFI
ratios pass on 73.7% ratios fail on 13.5% 12.8% not rated under Usmani
ratios pass on 79.3% ratios fail on 8.0% 12.7% not rated under Dow Jones Islamic
ratios pass on 75.6% ratios fail on 11.7% 12.7% not rated under S&P Shariah
ratios pass on 59.2% ratios fail on 24.7% 16.1% not rated under MSCI Islamic
ratios pass on 75.6% ratios fail on 11.7% 12.7% not rated under MSCI Islamic M-Series
ratios pass on 71.3% ratios fail on 14.5% 14.2% not rated under FTSE Shariah
32 of 36 listed holdings carry our own per-methodology verdicts (97% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 30 (95% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Loomis Sayles Growth Fund (LGRTX) 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.
Screened on its holdings, not its name
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 | 12.68% | Compliant |
| TSLATesla Inc | 8.46% | Compliant |
| GOOGAlphabet Inc | 8.06% | Questionable |
| METAMeta Platforms Inc | 6.44% | Questionable |
| AMZNAmazon.com Inc | 5.99% | Questionable |
| VVisa Inc | 4.91% | Compliant |
| BABoeing Co/The | 4.82% | Non-compliant |
| MSFTMicrosoft Corp | 4.52% | Questionable |
| NFLXNetflix Inc | 4.25% | Questionable |
| ORCLOracle Corp | 3.74% | Non-compliant |
Top 10 of 36 holdings, 63.9% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- GOOGquestionable8.06%
- METAquestionable6.44%
- AMZNquestionable5.99%
- BAnon-compliant4.82%
- MSFTquestionable4.52%
- NFLXquestionable4.25%
What changed, and when
Verdict history for LGRTX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for LGRTX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
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.
What does unrated weight mean?
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.
Does the issuer's board make it compliant?
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.
How often is this re-screened?
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.
Compare with
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.
AI Summary
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.