YCGEX Mutual Fund

YCGEX Mutual Fund (YCG Enhanced Fund Class R) is managed by YCG FUNDS with $477.4M in net assets. YCGEX expense ratio is 1.17%, holding 64 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-12-28.

YCGEX performance shows a YTD return of -11.96%. The 1-year return is -12.51% and the 5-year return is 2.99%.

YCGEX top holdings include Moody'S Corp. (6.5%), Mastercard Inc (6.1%), Fair Issac Corp . (6.1%), Copart Inc (6.1%), Transdigm Group Inc. (4.9%). Go to all YCGEX holdings, YCGEX sectors, or YCGEX dividends.

YCGEX can be compared against other funds. Use YCGEX overlap to find shared positions, or YCGEX vs another fund for a side-by-side view. YCGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.