Mackenzie US Growth Class
Why invest in this fund?
- Core like fund with exposure to historically some of the most profitable businesses south of the border
- Owns companies in high-growth sectors that are not as extensive in Canada including healthcare and technology
- Portfolio manager supported by a deep and experienced team of investment analysts
Key Facts
Portfolio Managers
David Arpin MA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater TeamInvestment experience since 1995
Dina DeGeer MBA
Senior Vice President, Portfolio Manager, Team Co-Lead
Mackenzie Bluewater TeamInvestment experience since 1985
Shah Khan MBA
Vice President, Portfolio Manager
Mackenzie Bluewater TeamInvestment experience since 2010
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Q1 Commentary – Mackenzie Bluewater Team
pdf
123KB
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Mackenzie Bluewater Team Q4 2018 Commentary
pdf
104KB
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Q2 Commentary – Mackenzie Bluewater Team
pdf
185KB
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Monthly Commentary - Mackenzie US Growth Class
pdf
135KB
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Market Insights: Are Stocks Richly Valued?
pdf
309KB
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Q3 Commentary – Mackenzie Bluewater Team
pdf
155KB
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High Stock Valuations can Persist in the Absence of Inflation
pdf
395KB
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Market Insights: Growth or Value, Where Do We Go From Here?
pdf
718KB
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Fund Profile – Mackenzie US Growth Class
pdf
176KB
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Fund Profile – Mackenzie US Growth Class – Series F
pdf
176KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Semi-annual – Mackenzie US Growth Class
pdf
707KB
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Financial Statements – Semi-annual – Mackenzie US Growth Class
pdf
629KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie US Growth Class
pdf
54KB
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Financial Statements – Annual – Mackenzie US Growth Class
pdf
268KB
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MRFP – Annual – Mackenzie US Growth Class
pdf
708KB
Monthly Commentary - Mackenzie US Growth Class
Monthly Commentary Mackenzie US Growth Class
min read July 05, 2019Q1 Commentary – Mackenzie Bluewater Team
Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.
May 17, 2019Mackenzie Bluewater Team Q4 2018 Commentary
Mackenzie Bluewater Team Q4 2018 Commentary
February 06, 2019Q3 Commentary – Mackenzie Bluewater Team
Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.
November 12, 2018Q2 Commentary – Mackenzie Bluewater Team
Read Mackenzie Bluewater Team’s latest commentary to learn about their analysis of key market risks and opportunities.
August 13, 2018