(As of 10/31/2022)

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)
6.54 %
YTD Return -15.60 %
NAVPS
(11/25/2022)
$24.13
Change $0.18 / 0.77 %
Growth of $10,000 (As of October 31, 2022)
MER 2.96 %
Assets ($mil) $29.48
Rank (1Yr) 104/273
Std Dev (3Yr) 17.96 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load Choice of Back or No Load
Max Front End -
Max Back End 5.00 %
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 August 31, 2022)
Sector Allocation
(As of August 31, 2022)
Geographic Allocation
(As of August 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
iRhythm Technologies IncUS EquityHealthcareUnited States5.02%
CoStar Group IncUS EquityReal EstateUnited States4.95%
Grocery Outlet Holding CorpUS EquityConsumer ServicesUnited States4.59%
Cirrus Logic IncUS EquityTechnologyUnited States4.10%
Westinghouse Air Brake Techs CorpUS EquityIndustrial GoodsUnited States3.95%
Akamai Technologies IncUS EquityTechnologyUnited States3.88%
Markel CorpUS EquityFinancial ServicesUnited States3.86%
Premier Inc Cl AUS EquityHealthcareUnited States3.81%
HealthEquity IncUS EquityTechnologyUnited States3.77%
Parsons CorpUS EquityTechnologyUnited States3.73%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 6.10 -2.95 -5.26 -15.60 -10.66 3.56 4.09 11.05
Benchmark 8.46 1.79 2.16 -10.57 -9.24 7.98 7.42 13.34
Quartile Ranking 4 3 4 3 2 3 3 3

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 17.43 8.06 19.68 -8.06 2.49 12.62 13.07 26.47 42.84 8.34
Benchmark 20.00 11.78 21.65 -2.87 8.66 14.08 11.76 18.40 44.35 16.54
Quartile Ranking 4 3 3 3 4 2 2 1 3 4

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