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.
48% of the fund by weight sits in late-stage names
34% Fading · 22% Consensus · 14% Crowded · 10% Emerging · 10% Early Conviction · 10% not covered
The crowded weight: ARWR 2.1% · FIX 2% · FLEX 2% · CW 2% · JBL 2% …
48% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 90% 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