The Fund Grade · free · no account needed

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 2026-10-01

SEI Enhanced U.S. Large Cap Momentum Factor ETF

#394 of 500 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%/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.

10,000+ funds tracked · the graded specialists among them drive every read

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.

SEIM vs the Honor Roll · share card ↗

Conviction exposure

23.8%

of the book in specialist-converged names

Late-stage weight

19.6%

of the book in Crowded or Fading names

Active share

88%

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 2026-10-20

Early Conviction
NVDA 6.8%MSFT 3.3%CIEN 2.7%+8 locked
Consensus
JNJ 3%ETR 2.8%NEM 2.5%+20 locked
Emerging
GLW 2.3%IBM 2%HII 1.2%+1 locked
Crowded
GOOGL 7%NVT 1.5%PODD 1.1%+3 locked
Fading
TPR 2.5%JBL 2.3%GS 2.2%+12 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

SEIM earns a D grade, ranking 394 out of 500 graded funds, and only 23.8% of its weight sits with specialist investors. The early bright spots are NVDA, MSFT, and CIEN, but five positions including GOOGL, TPR, and GS show specialists actively leaving. At 0.15% the fee is low, yet three higher graded peers in the same segment offer better positioning for a similar cost.

→ Watch the combined 8.9% weight in Fading positions TPR, JBL, GS, and CAT, as specialist exit pressure there is real.

→ Compare SEIM against the three higher graded large cap momentum peers before adding new money, given the D grade.

Support leaving these positions

GOOGL 7% of the fund · Crowded

TPR 2.5% of the fund · Fading

JBL 2.3% of the fund · Fading

GS 2.2% of the fund · Fading

CAT 1.9% of the fund · Fading

Where it's genuinely early

NVDA 6.8% of the fund · Early Conviction

MSFT 3.3% of the fund · Early Conviction

CIEN 2.7% of the fund · Early Conviction

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

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