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
John Lumbers, CFA
Associate Portfolio Manager
Mackenzie Growth TeamInvestment experience since 2012
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Regulatory Documents
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