Asset Class US Equity

Mackenzie US Mid Cap Growth Class

Why invest in this fund?

  • Most attractive risk/return profile in US small/mid cap category
  • Invests in high growth industries not readily available in Canada, such as the healthcare and technology sectors
  • The portfolio manager adds valuable insights through in-depth research in the context of a sparsely covered small- and mid-cap universe

Key Facts

Portfolio Managers

Phil Taller, MBA

Senior Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 1991

Sonny Aggarwal, MBA

Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 2000

John Lumbers, CFA

Associate Portfolio Manager

Mackenzie Growth Team

Investment experience since 2012

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

Q1 Commentary – Mackenzie Growth Team

Read Mackenzie Growth Team’s latest commentary to learn about their analysis of key market risks and opportunities.

May 17, 2019

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents