Asset Class US Equity

Mackenzie US Small-Mid Cap Growth Class

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.
  • Gain exposure to innovative, secular growth businesses offering robust return potential across market cycles.
  • Active management seeking alpha through in-depth research in a sparsely covered small- and mid-cap equity universe.


*All series of the Fund are closed to new investment, except for purchases from certain types of investors. 
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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

John Lumbers, CFA

Associate Portfolio Manager

Mackenzie Growth Team

Investment experience since 2012

Commentary

Performance

Portfolio

Codes & Fees

Historical Data

Resources

Fund Materials

Regulatory Documents