(As of 3/31/2025)

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

(U.S. Small/Mid Cap Equity)
FundGrade A+® Rating recipient
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2014





Inception Return
(7/15/1996)
6.02 %
YTD Return -9.14 %
NAVPS
(4/21/2025)
$20.91
Change ($0.33) / -1.55 %
Growth of $10,000 (As of March 31, 2025)
MER 2.96 %
Assets ($mil) $324.54
Rank (1Yr) 216/269
Std Dev (3Yr) 17.96 %
Volatility Ranking (3Yr) 8/10
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

Philip Taller, Mackenzie Financial Corporation

John Lumbers, Mackenzie Financial Corporation

 
Asset Allocation
(As of January 31, 2025)
Sector Allocation
(As of January 31, 2025)
Geographic Allocation
(As of January 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
iRhythm Technologies IncUS EquityHealthcareUnited States5.40%
Maximus IncUS EquityIndustrial ServicesUnited States5.14%
Akamai Technologies IncUS EquityTechnologyUnited States5.11%
Verra Mobility Corp Cl AUS EquityTechnologyUnited States5.10%
CoStar Group IncUS EquityReal EstateUnited States4.88%
HealthEquity IncUS EquityTechnologyUnited States4.73%
Keysight Technologies IncUS EquityIndustrial GoodsUnited States4.38%
CAD Term Deposit #130484Cash and EquivalentsCash and Cash EquivalentCanada4.33%
Bio-Techne CorpUS EquityHealthcareUnited States4.28%
DoubleVerify Holdings IncUS EquityTechnologyUnited States4.13%

Performance Data (As of March 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -5.31 -9.14 -9.54 -9.14 -6.96 -3.43 6.93 3.34
Benchmark -6.25 -6.04 1.24 -6.04 4.87 8.07 15.71 8.40
Quartile Ranking 2 4 4 4 4 4 4 4

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 9.34 5.71 -18.50 17.43 8.06 19.68 -8.06 2.49 12.62 13.07
Benchmark 24.39 13.76 -11.77 20.00 11.78 21.65 -2.87 8.66 14.08 11.76
Quartile Ranking 3 4 3 4 3 3 3 4 2 2

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