Asset Class US Equity

Mackenzie US Mid Cap Opportunities Currency Neutral Fund

Why invest in this fund?

  • Access mid cap stocks that can offer a unique risk-return ‘sweet spot’ between fast-growing small businesses and mature large companies.
  • Leverage our team’s investment edge to discern between ideas and real business opportunities.
  •  Seek alpha in an under-researched universe of US mid caps with a concentrated portfolio of high-quality, innovative, secular growth businesses.
  • May use derivatives to hedge their exposure to foreign currencies.

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

Commentary

Insights

Fund feature page

Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.

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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.

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Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents

Other US Equity