Mackenzie US Small-Mid Cap Growth Currency Neutral 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.
NOTE: You can no longer purchase this fund under the US dollar settlement option.
Key Facts
Portfolio Managers

Phil Taller, MBA
Senior Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 1991
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Fund Insights: The Case for the US Mid Cap Space pdf 529KB
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Fund Profile - Mackenzie US Small-Mid Cap Growth Currency Neutral Class Series F pdf 489KB
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Fund Profile - Mackenzie US Small-Mid Cap Growth Currency Neutral Class pdf 489KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie US Small-Mid Cap Growth Currency Neutral Class pdf 1244KB
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Financial Statements – Annual – Mackenzie US Small-Mid Cap Growth Currency Neutral Class pdf 791KB
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Quarterly Portfolio Disclosure – 1st Quarter – Mackenzie US Small-Mid Cap Growth Currency Neutral Class pdf 110KB
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Financial Statements – Semi-annual – Mackenzie US Small-Mid Cap Growth Currency Neutral Class pdf 999KB
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MRFP – Semi-annual – Mackenzie US Small-Mid Cap Growth Currency Neutral Class pdf 1216KB
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Quarterly Portfolio Disclosure – 3rd Quarter – Mackenzie US Small-Mid Cap Growth Currency Neutral Class pdf 87KB
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 Maximum Diversification US Index Fund
- Mackenzie US Mid Cap Opportunities Currency Neutral Fund
- See all US Equity
Fund feature page
Learn how this Fund can be a valuable component for the construction of your clients’ portfolios.
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.