YCGEX : YCG Enhanced Fund

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

YCGEX

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

Different Funds

We found 7,874 US Stocks Large Blend funds. Here they are ordered by FI Score.

Compare YCGEX vs IYC

61% FI Score
  • iyc
  • ETF
  • Sector Equity
  • Consumer Cyclicals

iShares U.S. Consumer Services ETF

Expenses: 0.42% (Better than 1% of similar funds)

This is an OK choice for a Consumer Cyclicals Sector Equity fund. See why »

Compare YCGEX vs BBIIX

61% FI Score
  • bbiix
  • Mutual Fund
  • Bond
  • Municipal Bond

BBH Intermediate Municipal Bond Fund Class I

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare YCGEX vs MFIAX

61% FI Score
  • mfiax
  • Mutual Fund
  • Bond
  • Municipal Bond

MFS Municipal Income Fund Class A

Expenses: 0.77% (Better than 0% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare YCGEX vs GLIFX

61% FI Score
  • glifx
  • Mutual Fund
  • Allocation
  • Global Equity

Lazard Global Listed Infrastructure Portfolio Institutional Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is an OK choice for a Global Equity Allocation fund. See why »

Compare YCGEX vs FNDE

61% FI Score
  • fnde
  • ETF
  • International Stocks
  • Emerging Markets

Schwab Fundamental Emerging Markets Large Company Index ETF

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare YCGEX vs TRFOX

61% FI Score
  • trfox
  • Mutual Fund
  • Allocation
  • Target-Date

T. Rowe Price Target 2050 Fund

Expenses: 0.17% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare YCGEX vs FBKFX

61% FI Score
  • fbkfx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Balanced K6 Fund

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare YCGEX vs EEMX

61% FI Score
  • eemx
  • ETF
  • International Stocks
  • Emerging Markets

SPDR MSCI Emerging Markets Fossil Fuel Free ETF

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare YCGEX vs FOSFX

61% FI Score
  • fosfx
  • Mutual Fund
  • International Stocks
  • Large Growth

Fidelity® Overseas Fund

Expenses: 0.89% (Better than 1% of similar funds)

This is an OK choice for a Large Growth International Stocks fund. See why »

Compare YCGEX vs SMAVX

61% FI Score
  • smavx
  • Mutual Fund
  • Bond
  • Municipal Bond

Wells Fargo Ultra Short-Term Municipal Income Fund - Class A

Expenses: 0.67% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare YCGEX vs AKGAX

61% FI Score
  • akgax
  • Mutual Fund
  • Bond
  • Total US Bond Market

AB Income Fund Class A

Expenses: 0.77% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare YCGEX vs JFFAX

61% FI Score
  • jffax
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2055 Fund Class A

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare YCGEX vs BXDYX

61% FI Score
  • bxdyx
  • Mutual Fund
  • Bond
  • High Yield Bond

Barings Active Short Duration Bond Fund Class Y

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare YCGEX vs LTPZ

61% FI Score
  • ltpz
  • ETF
  • Bond
  • Government Bond

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare YCGEX vs JABAX

61% FI Score
  • jabax
  • Mutual Fund
  • Allocation
  • All-In-One

Janus Henderson Balanced Fund Class T

Expenses: 0.82% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare YCGEX vs JOBEX

61% FI Score
  • jobex
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Blend 2040 Fund Class I

Expenses: 0.37% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare YCGEX vs PRXCX

61% FI Score
  • prxcx
  • Mutual Fund
  • Bond
  • Municipal Bond

T. Rowe Price California Tax-Free Bond Fund

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare YCGEX vs BAICX

61% FI Score
  • baicx
  • Mutual Fund
  • Allocation
  • All-In-One

BlackRock Multi-Asset Income Portfolio Investor A Shares

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare YCGEX vs FAMRX

60% FI Score
  • famrx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity Asset Manager® 85% Fund

Expenses: 0.71% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare YCGEX vs JSOSX

60% FI Score
  • jsosx
  • Mutual Fund
  • Bond
  • High Yield Bond

JPMorgan Strategic Income Opportunities Fund Class I Shares

Expenses: 0.73% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo