Access a market sweet spot

NEWUS 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.

Advisor feature page

Mid cap stocks can offer a unique risk-return sweet spot to help deliver strong risk-adjusted returns and diversification benefits to your portfolio.

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

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

Performance

Portfolio

Codes & Fees

Historical Data