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Early or late? Ten seconds.
How crowded is IPFPX?
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: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
40% of the fund by weight sits in late-stage names
52% Consensus · 24% Crowded · 16% Fading · 4% Emerging · 4% not covered
The crowded weight: UTHR 6.1% · NFG 5% · T 4.9% · TSN 4.3% · CVS 3.9% …
40% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 96% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
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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