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
❈ On Friday March 10, 2023, the Fund had 0.80% exposure to Signature Bank and 0.65% exposure to First Republic Bank. No shares were sold.
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
Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 2011
Performance
Portfolio
Sustainability Characteristics
Codes & Fees
Historical Data
Resources
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
-
Quarterly Portfolio Disclosure - 3rd Quarter – Mackenzie USD US Mid Cap Opportunities Fund pdf 64KB
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