The Check · free · no account needed
Early or late? Ten seconds.
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
21% of the fund by weight sits in late-stage names
35% Consensus · 33% Early Conviction · 15% Fading · 9% Emerging · 6% Crowded · 2% not covered
The crowded weight: CAT 2.5% · TJX 1.5% · MS 1.4% · FLEX 1.1% · NFLX 0.9% …
21% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 98% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped