.svg){kind=logo}
Investment experience since 1991
Joined Mackenzie in 2011; investment experience since 1991
Investment experience since 2000
Joined Mackenzie in 2014; investment experience since 2000
Investment experience since 2011
Joined Mackenzie in 2011; investment experience since 2011
Winner of the 2022 Lipper Funds Award from Refinitiv for the best 5-year performance in the US Small/Mid Cap Equity classification.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
Morningstar Star Ratings reflect performance of Series F as of Feburary 28, 2023 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.
Mackenzie US Small-Mid Cap Growth Fund F, U.S. Small/Mid Cap Equity Category: 3 years - 3 stars (209 funds), 5 years - 5 stars (175 funds), 10 years - 4 stars (95 funds).
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Mackenzie US Small-Mid Cap Growth Fund (Series F) was awarded the Refinitiv Lipper Fund Awards Canada 2022 Winner for Best US Small/Mid Cap Fund Over Five Years, out of 23 funds. Performance for the fund for the period ended September 30, 2022, is as follows: -13.7% (1 year), 4.7% (3 years), 9.7% (5 years), 13.4% (10 years) and 10.6% (since inception on January 09, 2003).
Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license.
