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 TeamInvestment experience since 1991
Sonny Aggarwal, MBA
Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 2000
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Regulatory Documents
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Other US Equity
- Mackenzie Private US Equity Pool
- Mackenzie Private US Equity Pool Class
- Mackenzie US Growth Class
- Mackenzie US Mid Cap Opportunities Fund
- Mackenzie US Small-Mid Cap Growth Class
- Mackenzie US Small-Mid Cap Growth Currency Neutral Class
- Mackenzie Maximum Diversification US Index Fund
- See all US Equity