MENU
+Compare
YCGEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$31.09
Change
-$0.76 (-2.39%)
Net Assets
563.69M

YCGEX YCG Enhanced Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Mastercard (NYSE:MA).

Industry description

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 write options on a portion of the fund's long equity portfolio as a means to generate additional income and to tax-efficiently enter and exit positions. It is non-diversified.

Market Cap

The average market capitalization across the YCG Enhanced MF is 836.22B. The market cap for tickers in the group ranges from 33.8B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is VRSK at 33.8B.

Volume

The average weekly volume growth across all stocks in the YCG Enhanced MF was 47%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 83
P/E Growth Rating: 61
Price Growth Rating: 28
SMR Rating: 30
Profit Risk Rating: 13
Seasonality Score: -31 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
YCG FUNDS11701 Bee Cave Road, Suite 207Austin
Phone
N/A
Web
www.ycgfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ANVIX28.68N/A
N/A
Virtus NFJ Large-Cap Value Fund Inst
RECIX12.89N/A
N/A
RBC Emerging Markets Ex-China Equity I
PAEIX12.87-0.06
-0.46%
T. Rowe Price Overseas Stock Advisor
NWCFX64.89-0.40
-0.61%
Nuveen Winslow Large-Cap Growth ESG R6
OPMCX19.82-0.22
-1.10%
Invesco Main Street Mid Cap C

YCGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, YCGEX has been closely correlated with FXAIX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if YCGEX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To YCGEX
1D Price
Change %
YCGEX100%
-4.28%
FXAIX - YCGEX
87%
Closely correlated
-0.39%
VFINX - YCGEX
84%
Closely correlated
-0.38%
VFIAX - YCGEX
83%
Closely correlated
-0.38%
VFFSX - YCGEX
82%
Closely correlated
-0.39%
VSTSX - YCGEX
81%
Closely correlated
-0.49%
More