YCGEX : YCG Enhanced Fund

YCGEX is a US Stocks Market Large Blend with HIGH fees.


YCG Enhanced Fund

FI Score

34 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

34% FI Score
  • ycgex
  • Mutual Fund
  • US Stocks
  • Large Blend

YCG Enhanced Fund

Expenses: 1.19% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to maximize long-term capital appreciation consistent with reasonable investment risk. 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 also 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.

Largest Holdings

Amount Holding
6.13% MSCI Inc
6.00% CBRE Group Inc Class A
5.48% Moody's Corporation
4.92% Mastercard Inc A
4.91% Charles Schwab Corp
4.32% Alphabet Inc Class C
3.98% Wells Fargo & Co
3.78% Bank of America Corp
3.72% Marsh & McLennan Companies Inc
3.69% Aon PLC
3.48% Verisk Analytics Inc
3.44% Nike Inc B
3.24% Facebook Inc A
3.04% The Estee Lauder Companies Inc Class A
2.98% L'Oreal SA
2.92% Booking Holdings Inc
2.83% Copart Inc
2.36% Hermes International SA
2.28% LVMH Moet Hennessy Louis Vuitton SE
2.25% adidas AG
2.24% Cie Financiere Richemont SA
2.08% Unilever NV ADR
2.05% Intuit Inc
1.90% Microsoft Corp
1.54% Colgate-Palmolive Co

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