Ycg Enhanced Fund Quote
| YCGEX Fund | USD 29.67 0.07 0.24% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Ycg Enhanced is trading at 29.67 as of the 19th of April 2024; that is -0.24 percent down since the beginning of the trading day. The fund's open price was 29.74. Ycg Enhanced has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ycg Enhanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
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 funds long equity portfolio as a means to generate additional income and to tax-efficiently enter and exit positions. More on Ycg Enhanced Fund
Moving together with Ycg Mutual Fund
| 0.96 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.96 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.96 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.96 | VITSX | Vanguard Total Stock | PairCorr |
| 0.96 | VSMPX | Vanguard Total Stock | PairCorr |
| 0.96 | VSTSX | Vanguard Total Stock | PairCorr |
Ycg Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ycg Enhanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ycg Enhanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | YCG FUNDS Funds, Large Growth Funds, Large Blend Funds, Large Blend, YCG FUNDS (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Ycg Enhanced Fund [YCGEX] is traded in USA and was established 19th of April 2024. Ycg Enhanced is listed under YCG FUNDS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of YCG FUNDS family. This fund at this time has accumulated 496.39 M in net assets with minimum initial investment of 2.5 K. Ycg Enhanced is currently producing year-to-date (YTD) return of 4.3%, while the total return for the last 3 years was 7.51%.
Check Ycg Enhanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ycg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ycg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ycg Enhanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ycg Enhanced Fund Mutual Fund Constituents
| CL | Colgate Palmolive | Stock | Consumer Staples |
| PEP | PepsiCo | Stock | Consumer Staples |
| MSCI | MSCI Inc | Stock | Financials |
| WFC | Wells Fargo | Stock | Financials |
| VRSK | Verisk Analytics | Stock | Industrials |
| SCHW | Charles Schwab Corp | Stock | Financials |
| PGR | Progressive Corp | Stock | Financials |
Ycg Enhanced Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ycg Enhanced jumping above the current price in 90 days from now is about 72.67%. The Ycg Enhanced Fund probability density function shows the probability of Ycg Enhanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ycg Enhanced has a beta of 0.9467. This entails Ycg Enhanced Fund market returns are sensitive to returns on the market. As the market goes up or down, Ycg Enhanced is expected to follow. Additionally, ycg Enhanced Fund has an alpha of 0.0014, implying that it can generate a 0.001417 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Ycg Enhanced to move above the current price in 90 days from now is about 72.67 (This Ycg Enhanced Fund probability density function shows the probability of Ycg Mutual Fund to fall within a particular range of prices over 90 days) .
Ycg Enhanced Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ycg Enhanced market risk premium is the additional return an investor will receive from holding Ycg Enhanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ycg Enhanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ycg Enhanced's alpha and beta are two of the key measurements used to evaluate Ycg Enhanced's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5207 | |||
| Semi Deviation | 0.6512 | |||
| Standard Deviation | 0.6653 | |||
| Variance | 0.4427 |
Ycg Enhanced Against Markets
Picking the right benchmark for Ycg Enhanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ycg Enhanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ycg Enhanced is critical whether you are bullish or bearish towards Ycg Enhanced Fund at a given time. Please also check how Ycg Enhanced's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Ycg Enhanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Balance Of Power Now
Balance Of PowerCheck stock momentum by analyzing Balance Of Power indicator and other technical ratios |
| All Next | Launch Module |
How to buy Ycg Mutual Fund?
Before investing in Ycg Enhanced, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ycg Enhanced. To buy Ycg Enhanced fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ycg Enhanced. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Ycg Enhanced fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ycg Enhanced Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Ycg Enhanced Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ycg Enhanced Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Ycg Enhanced Fund?
The danger of trading Ycg Enhanced Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ycg Enhanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ycg Enhanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ycg Enhanced is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Ycg Enhanced Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Ycg Enhanced information on this page should be used as a complementary analysis to other Ycg Enhanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.