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Quantitative rating as of
NAV / 1-Day Return
22.98  /  0.61 %
Total Assets
426.6 Mil
Adj. Expense Ratio
1.180%
Expense Ratio
1.190%
Distribution Fee Level
High
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
18%

Morningstar’s Analysis YCGEX

Will YCGEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin YCG Enhanced's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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