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YCG Enhanced (YCGEX)
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30.86 - YTD Return 4.16%
- Expense Ratio 1.19%
- Category Large Blend
- Last Cap Gain 44.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 540.58M
- Beta (5Y Monthly) 1.02
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 18.00%
- Last Dividend 0.01
- Inception Date Dec 28, 2012
The fund invests primarily in equity securities without regard to market capitalization that the Adviser believes will produce high, risk-adjusted, forward rates of return. It may write options on a portion of the fund's long equity portfolio as a means to generate additional income and to tax-efficiently enter and exit positions. It is non-diversified.
YCG FUNDS
Fund Family
Large Blend
Fund Category
540.58M
Net Assets
2012-12-28
Inception Date
Performance Overview: YCGEX
View MoreTrailing returns as of 6/26/2024. Category is Large Blend.
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Holdings: YCGEX
View MoreTop 10 Holdings (49.31% of Total Assets)
Sector Weightings
SectorYCGEX
Financial Services 30.81%
Industrials 21.94%
Technology 14.73%
Consumer Cyclical 14.42%
Consumer Defensive 7.34%
Real Estate 6.59%
Communication Services 4.16%
Basic Materials 0.00%
Utilities 0.00%
Energy 0.00%
Healthcare 0.00%
Recent News: YCGEX
View MoreResearch Reports: YCGEX
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