Asset Class US Equity

Mackenzie USD 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
  • A true US dollar fund: currency fluctuations won’t impact its USD performance

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

AVP, Portfolio Manager

Mackenzie Growth Team

Investment experience since 2012

Performance

Portfolio

Codes & Fees

Historical Data