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Early or late? Ten seconds.
How crowded is PGFIX?
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.
32% of the fund by weight sits in late-stage names
50% Early Conviction · 18% Crowded · 17% Consensus · 14% Fading · 1% Emerging
The crowded weight: GOOGL 8% · AVGO 4.8% · GEV 4% · GE 4% · NFLX 3.3% …
32% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 100% 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 +5.5% between prints (45% went lower · 29 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