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YCGEX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$30.68
Change
-$0.02 (-0.07%)
Net Assets
559.18M

YCGEX YCG Enhanced Forecast, Technical & Fundamental Analysis

The investment seeks to maximize long-term capital appreciation consistent with reasonable investment risk... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), 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 1.1T. The market cap for tickers in the group ranges from 31.24B to 4.06T. GOOG holds the highest valuation in this group at 4.06T. The lowest valued company is VRSK at 31.24B.

Volume

The average weekly volume growth across all stocks in the YCG Enhanced MF was 2%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 61
Price Growth Rating: 43
SMR Rating: 25
Profit Risk Rating: 39
Seasonality Score: 23 (-100 ... +100)
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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
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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%
-0.90%
FXAIX - YCGEX
87%
Closely correlated
N/A
VFINX - YCGEX
84%
Closely correlated
-0.19%
VFIAX - YCGEX
83%
Closely correlated
-0.19%
VFFSX - YCGEX
82%
Closely correlated
-0.19%
VSTSX - YCGEX
81%
Closely correlated
-0.18%
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