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, CFA
Senior Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 1991

Sonny Aggarwal, MBA, CFA
Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 2000
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Profile - Mackenzie US Mid Cap Opportunities Currency Neutral Fund pdf 493KB
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Fund Profile - Mackenzie US Mid Cap Opportunities Currency Neutral Fund Series F pdf 494KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie US Mid Cap Opportunities Currency Neutral Fund pdf 1007KB
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Quarterly Portfolio Disclosure - 1st Quarter - Mackenzie US Mid Cap Opportunities Currency Neutral Fund pdf 75KB
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Financial Statements – Annual – Mackenzie US Mid Cap Opportunities Currency Neutral Fund pdf 278KB
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Financial Statements – Interim – Mackenzie US Mid Cap Opportunities Currency Neutral Fund pdf 411KB
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MRFP – Interim – Mackenzie US Mid Cap Opportunities Currency Neutral Fund pdf 964KB
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Quarterly Portfolio Disclosure - 3rd Quarter - Mackenzie US Mid Cap Opportunities Currency Neutral Fund pdf 75KB
Other US Equity
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- Mackenzie Bluewater US Growth Fund
- Mackenzie US Mid Cap Opportunities Fund
- Mackenzie US All Cap Growth Fund
- See all US Equity