(As of 6/30/2024)

IG Mackenzie U.S. Small-Mid Cap Growth Fd C NL

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





Inception Return
(7/15/1996)
6.48 %
YTD Return 7.39 %
NAVPS
(7/12/2024)
$26.00
Change $0.15 / 0.60 %
Growth of $10,000 (As of June 30, 2024)
MER 2.96 %
Assets ($mil) $383.93
Rank (1Yr) 168/273
Std Dev (3Yr) 17.96 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
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 April 30, 2024)
Sector Allocation
(As of April 30, 2024)
Geographic Allocation
(As of April 30, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Verra Mobility Corp Cl AUS EquityTechnologyUnited States5.52%
Maximus IncUS EquityIndustrial ServicesUnited States5.18%
iRhythm Technologies IncUS EquityHealthcareUnited States5.13%
Cirrus Logic IncUS EquityTechnologyUnited States5.04%
Parsons CorpUS EquityTechnologyUnited States4.89%
Akamai Technologies IncUS EquityTechnologyUnited States4.77%
Exlservice Holdings IncUS EquityIndustrial ServicesUnited States4.77%
Commvault Systems IncUS EquityTechnologyUnited States4.67%
Tenable Holdings IncUS EquityTechnologyUnited States4.54%
Charles River Laboratories Intl IncUS EquityHealthcareUnited States4.52%

Performance Data (As of June 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.21 0.57 7.39 7.39 10.17 -1.69 3.93 6.94
Benchmark -1.00 -3.20 7.89 7.89 15.16 4.59 9.00 10.16
Quartile Ranking 1 1 1 1 3 4 3 3

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 5.71 -18.50 17.43 8.06 19.68 -8.06 2.49 12.62 13.07 26.47
Benchmark 13.76 -11.77 20.00 11.78 21.65 -2.87 8.66 14.08 11.76 18.40
Quartile Ranking 4 3 4 3 3 3 4 2 2 1

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