“…what we like about Visa is that it’s the largest payment processor in the world and has this incredible network effect that we think enables the company to scale exponentially in value relative to its size. Therefore, the bigger it gets the more pricing power it has, which is quite rare across all industries in the world.”
All index and financial terms, definitions, and acronyms can be found on our Glossary page.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current Top Ten holdings.
Earnings Growth is not a measure of the Fund’s future performance.
As of 03/31/2020 the YCG Enhanced Fund downside capture ratio was 85% of the S&P 500’s downside comparing the fund and the index over a 3 year period. The upside capture for the Fund relative to the S&P 500 over the same time period was 96%.
For standardized performance, current expense ratios, and Morningstar ratings, please click here. Performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month end may be obtained by calling 1-855-444-9243. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost.
