(As of 4/30/2023)

IG Mackenzie U.S. Opportunities Fund C

(U.S. Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2014





Inception Return
(7/15/1996)
6.30 %
YTD Return 0.63 %
NAVPS
(6/7/2023)
$22.69
Change ($0.03) / -0.13 %
Growth of $10,000 (As of April 30, 2023)
MER 2.95 %
Assets ($mil) $406.07
Rank (1Yr) 233/275
Std Dev (3Yr) 17.96 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Back or No Load
Max Front End -
Max Back End 3.00 %
Sales Status Partially Open
 
Objective
The Fund aims to provide long-term capital growth by investing primarily in mid-sized U.S. corporations.
Fund Manager

I.G. Investment Management, Ltd.

Portfolio Manager

I.G. Investment Management, Ltd.

Sub-Advisor

Sonny Aggarwal, Mackenzie Financial Corporation

Philip Taller, Mackenzie Financial Corporation

 
Asset Allocation
(As of February 28, 2023)
Sector Allocation
(As of February 28, 2023)
Geographic Allocation
(As of February 28, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Cirrus Logic IncUS EquityTechnologyUnited States5.11%
Maximus IncUS EquityIndustrial ServicesUnited States4.49%
Westinghouse Air Brake Techs CorpUS EquityIndustrial GoodsUnited States4.47%
iRhythm Technologies IncUS EquityHealthcareUnited States4.34%
Markel CorpUS EquityFinancial ServicesUnited States4.33%
Commvault Systems IncUS EquityTechnologyUnited States3.99%
Parsons CorpUS EquityTechnologyUnited States3.76%
Tenable Holdings IncUS EquityTechnologyUnited States3.66%
Grocery Outlet Holding CorpUS EquityConsumer ServicesUnited States3.66%
CoStar Group IncUS EquityReal EstateUnited States3.59%

Performance Data (As of April 30, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.28 -4.08 -2.82 0.63 -7.93 6.61 3.05 9.02
Benchmark -0.66 -4.87 1.56 2.94 3.76 12.58 7.22 11.51
Quartile Ranking 3 3 4 4 4 4 4 3

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -18.50 17.43 8.06 19.68 -8.06 2.49 12.62 13.07 26.47 42.84
Benchmark -11.77 20.00 11.78 21.65 -2.87 8.66 14.08 11.76 18.40 44.35
Quartile Ranking 3 4 3 3 3 4 2 2 1 3

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