Asset Class US Equity

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

Investment experience since 1991

Mackenzie Growth Team

John Lumbers, CFA

Vice President, Portfolio Manager

Investment experience since 2011

Mackenzie Growth Team

Performance

End value as of

Peer Benchmark End Value as of

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Calendar Year Returns % in CAD

As of

Fund performance is not available for funds with a history of less than one calendar year (January 1-December 31).

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Portfolio

Major holdings represent 0.00% of the fund as of

Major Holdings

Allocations

Codes & Fees

More Advisor Information
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Historical Data

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Periodic Distributions