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Morningstar

YCG FUNDS

YCG FUNDS Parent Rating

Average
Morningstar Manager Research

YCG FUNDS has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

YCG FUNDS has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. YCG FUNDS open-end and exchange-traded products are priced, on average, among the most expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to YCG FUNDS's rating.

YCG FUNDS Investments

Mutual Funds

See All YCG FUNDS Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

559.51 Mil

Investment Flows (TTM)

−9.38 Mil

Asset Growth Rate (TTM)

−2.06%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
YCG Enhanced57
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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