About YCGEX
The YCG Enhanced Fund is a mutual fund focused on long-term capital appreciation through investments in leading global companies. Its strategy emphasizes selecting "global champions"—businesses with enduring pricing power, long-term growth prospects, strong management teams, and conservative balance sheets. The fund primarily takes positions in large-cap equities, particularly within sectors such as financial services, technology, consumer cyclical, and industrials. With a diversified portfolio encompassing dozens of equity holdings, options, and treasuries, the fund seeks to balance growth potential with reasonable investment risk. Founded in 2012, the YCG Enhanced Fund is positioned within the large growth category, targeting firms with both strong earnings trajectories and high valuations. The fund maintains a relatively low turnover ratio, reflecting its long-term, buy-and-hold investment philosophy. It plays a significant role for investors seeking exposure to dominant, well-capitalized companies that can navigate various market cycles while aiming for sustained growth.
Fund Family YCG FUNDS
Category Multi-Cap Growth
Performance Rating Low
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol YCGEX
Share Class Class R Shares
Index S&P 500 TR
YCGEX had a total return of -6.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.74%.
