YCG Enhanced Fund

Class Other (YCGEX)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.00 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.0%
1 Year 18.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 put options and covered call options on a substantial portion of the fund's long equity portfolio as a means to generate additional income and to tax-efficiently enter and exit positions. The fund will not use this strategy as a means of generating implicit leverage. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
YCG Enhanced Fund has an expense ratio of 1.39 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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