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Early or late? Ten seconds.
How crowded is VPCCX?
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.
24% of the fund by weight sits in late-stage names
36% Consensus · 15% Fading · 13% Early Conviction · 10% Emerging · 9% Crowded · 17% not covered
The crowded weight: GOOGL 3% · FLEX 3% · BSX 1.3% · ELAN 1.3% · NXT 1.3% …
24% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 83% 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