Mackenzie US Small-Mid Cap Growth Fund
Winner of the 2022 Refinitiv Lipper Funds Award from Refinitiv for the best 5-year performance in the US Small/Mid Cap Equity classification

Mackenzie US Small-Mid Cap Growth 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.
- 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. Learn more >
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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Quarterly Fund Review - Mackenzie US Small Mid Cap Growth Fund pdf 222KB
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Fund Profile - Mackenzie US Small-Mid Cap Growth Fund Series PW pdf 504KB
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Fund Profile - Mackenzie US Small-Mid Cap Growth Fund Series F pdf 507KB
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Fund Profile - Mackenzie US Small-Mid Cap Growth Fund pdf 506KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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MRFP – Annual – Mackenzie US Small-Mid Cap Growth Fund pdf 1308KB
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Financial Statements – Annual – Mackenzie US Small-Mid Cap Growth Fund pdf 1585KB
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Quarterly Portfolio Disclosure - 1st Quarter - Mackenzie US Small-Mid Cap Growth Fund pdf 74KB
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Financial Statements – Interim – Mackenzie US Small-Mid Cap Growth Fund pdf 587KB
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MRFP – Interim – Mackenzie US Small-Mid Cap Growth Fund pdf 1251KB
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Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie US Small-Mid Cap Growth Fund pdf 74KB
Other US Equity
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- Mackenzie US Mid Cap Opportunities Fund
- Mackenzie US All Cap Growth Fund
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