Morningstar

YCG Enhanced Fund YCGEX

Medalist Rating as of Aug 31, 2026 See YCG FUNDS Investment Hub

Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
YCGEX	YCG Enhanced Fund	No Load	Open			Dec 28, 2012	$474.81M	1.170%	High	$2,500	−$37.42M

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