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Early or late? Ten seconds.
How crowded is SLMCX?
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.
17% of the fund by weight sits in late-stage names
37% Consensus · 33% Early Conviction · 9% Crowded · 8% Fading · 4% Emerging · 9% not covered
The crowded weight: AVGO 4.6% · GOOGL 3.8% · TER 1.6% · TRMB 1.1% · WIX 1.1% …
17% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 91% 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