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How crowded is DODGX?
Not an opinion — a read of the evidence. We rank all 2,825 funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: still early, middle innings, or late.
Early, or late? Find out in ten seconds.
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6% Fading · 4% Early Conviction · 3% Consensus · 87% not covered
The crowded weight: REGN 2% · META 1.7% · FISV 1.6% · TMUS 0.9%
We read only 13% of this fund by weight — not enough for an honest verdict. The rest has no graded specialist conviction.
Watch this fund — tell me when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped
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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