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What grade does SEIM get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

D

Fundprints Fund Grade · as of 2026-09-01

SEI Enhanced U.S. Large Cap Momentum Factor ETF

#288 of 440 graded active funds · blend · large segment peer group

The point · specialist footprint

SEIM sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8 pts/qtr better · 43% beat rate

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

You pay 0.15% a year for a D.

3 funds in the same segment carry an A — members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

Conviction exposure

21.8%

of the book in specialist-converged names

Late-stage weight

25.4%

of the book in Crowded or Fading names

Active share

85.4%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book — top names by stage · as of 2026-09-09

Early Conviction
EXPE 1.7%BKNG 1.6%RL 1.1%+4 locked
Consensus
NVDA 6.8%MSFT 3.3%JNJ 3%+25 locked
Emerging
HII 1.2%RDDT 0.1%DDS 0%
Crowded
JBL 2.3%VEEV 1.3%HWM 1.2%+3 locked
Fading
CIEN 2.7%TPR 2.5%IBM 2%+11 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Support leaving these positions

CIEN 2.7% of the fund · Fading

TPR 2.5% of the fund · Fading

JBL 2.3% of the fund · Crowded

IBM 2% of the fund · Fading

HSY 2% of the fund · Fading

Where it's genuinely early

EXPE 1.7% of the fund · Early Conviction

BKNG 1.6% of the fund · Early Conviction

HII 1.2% of the fund · Emerging

Read from today's disclosed book. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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