Asset Class US Equity

Mackenzie US Small-Mid Cap Growth Class

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.

Key Facts

Portfolio Managers

Phil Taller, MBA

Senior Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 1991

Sonny Aggarwal, MBA

Vice President, Portfolio Manager

Mackenzie Growth Team

Investment experience since 2000

John Lumbers, CFA

Associate Portfolio Manager

Mackenzie Growth Team

Investment experience since 2012

Commentary

Commentary

Quarterly Commentaries

Read the latest Mackenzie Team commentaries to learn about their analysis of key market risks and opportunities. For select funds, quarterly reviews of performance and market conditions are also available.
Commentary

Monthly Commentaries

Mackenzie Investments publishes regular commentaries to help advisors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read the latest monthly commentaries for more information.

Performance

Portfolio

Codes & Fees

Historical Data