The Fund Grade · free · no account needed

What grade does SEIV 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.

F

Fundprints Fund Grade · as of 2026-10-01

SEI Enhanced U.S. Large Cap Value Factor ETF

#438 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

SEIV 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 F.

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.

SEIV vs the Honor Roll · share card ↗

Conviction exposure

22.5%

of the book in specialist-converged names

Late-stage weight

22.3%

of the book in Crowded or Fading names

Active share

88.8%

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 3.3%GOOG 2.6%CAH 2.6%+16 locked
Consensus
VZ 2.9%T 2.4%DELL 2.4%+45 locked
Emerging
KR 2.1%PRU 1.4%DAL 0.7%+4 locked
Crowded
ADBE 2.1%RF 1.5%LDOS 1.2%+8 locked
Fading
EXC 2.2%FLEX 2%EIX 1.7%+15 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

SEIV grades F, ranking 438 out of 500 funds, which is a serious red flag despite its low 0.15% fee. Specialist ownership sits at just 22.5%, and positions like EXC, FLEX, and EIX are actively fading. NVDA, GOOG, and CAH show early conviction, but that bright spot is buried under meaningful crowded and fading weight.

→ Watch EXC, FLEX, and EIX closely, specialists are leaving all three and together they represent meaningful portfolio weight.

→ Higher graded funds exist in this same segment and within the SEI family, so compare the F grade against those options.

Support leaving these positions

EXC 2.2% of the fund · Fading

ADBE 2.1% of the fund · Crowded

FLEX 2% of the fund · Fading

EIX 1.7% of the fund · Fading

RF 1.5% of the fund · Crowded

Where it's genuinely early

NVDA 3.3% of the fund · Early Conviction

GOOG 2.6% of the fund · Early Conviction

CAH 2.6% of the fund · Early Conviction

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

Find out whether you're early or late. It costs nothing.

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