The Check · free · no account needed
Early or late? Ten seconds.
How crowded is FCNTX?
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.
20% of the fund by weight sits in late-stage names
39% Early Conviction · 23% Consensus · 11% Fading · 9% Crowded · 2% Emerging · 16% not covered
The crowded weight: GOOGL 3.9% · APH 2.1% · AVGO 1.9% · NFLX 1.8% · GEV 1.3% …
20% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 84% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
In our receipts, names flagged Early Conviction went a median +3.0% between prints (47% went lower · 30 receipts). The record, not a forecast.
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