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 TeamInvestment experience since 1991

Sonny Aggarwal, MBA, CFA
Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 2000
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Diamonds in the rough. Finding overlooked growth potential before the market pdf 1500KB
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Investor page - The sweet spot of growth and stability pdf 333KB
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Quarterly Fund Review - Mackenzie US Mid Cap Opportunities Fund pdf 213KB
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Fund Profile - Mackenzie US Mid Cap Opportunities Fund Series F pdf 493KB
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Fund Profile - Mackenzie US Mid Cap Opportunities Fund pdf 492KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Financial Statements – Annual – Mackenzie US Mid Cap Opportunities Fund pdf 284KB
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MRFP – Annual – Mackenzie US Mid Cap Opportunities Fund pdf 1050KB
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie US Mid Cap Opportunities Fund pdf 79KB
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Financial Statements – Semi-annual – Mackenzie US Mid Cap Opportunities Fund pdf 431KB
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MRFP – Semi-annual – Mackenzie US Mid Cap Opportunities Fund pdf 1113KB
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Quarterly Portfolio Disclosure - 3rd Quarter Mackenzie US Mid Cap Opportunities Fund pdf 79KB
Other US Equity
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- Mackenzie US Dividend Fund
- Mackenzie US Small-Mid Cap Growth Fund
- Mackenzie US Small-Mid Cap Growth Currency Neutral Fund
- Mackenzie USD US Mid Cap Opportunities Fund
- Mackenzie Bluewater US Growth Fund
- Mackenzie US All Cap Growth Fund
- Mackenzie US Mid Cap Opportunities Currency Neutral Fund
- See all US Equity