Access a market sweet spot

US Mid Cap Opportunities Fund

Top growth managers plus Nimble investment edge plus Fast growing businesses

That's better together

Everything you need to know

Approach to US equities

Phil Taller, Senior Vice President, Head of the Mackenzie Growth Team, discusses the Team’s long-term approach to investing in high-quality, innovative, secular growth businesses.

Why you need US mid caps

US mid caps can offer a sweet spot between small, fast-growing businesses, and large, established companies. These companies are typically more stable than small cap companies and offer more growth potential than large caps.

Asset Class US Equity

Mackenzie US Mid Cap Opportunities 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.

Key Facts

Portfolio Managers

Phil Taller, MBA, CFA

Senior Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 1991

Sonny Aggarwal, MBA, CFA

Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 2000

Commentary

Insight

Fund feature page

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

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.

Performance

Portfolio

Codes & Fees

Historical Data