(As of 5/31/2022)

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)
6.71 %
YTD Return -14.25 %
NAVPS
(6/24/2022)
$24.65
Change $0.60 / 2.50 %
Growth of $10,000 (As of May 31, 2022)
MER 2.97 %
Assets ($mil) $32.64
Rank (1Yr) 163/274
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 March 31, 2022)
Sector Allocation
(As of March 31, 2022)
Geographic Allocation
(As of March 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Akamai Technologies IncUS EquityTechnologyUnited States4.23%
iRhythm Technologies IncUS EquityHealthcareUnited States4.17%
Markel CorpUS EquityFinancial ServicesUnited States4.16%
Tenable Holdings IncUS EquityTechnologyUnited States3.95%
Grocery Outlet Holding CorpUS EquityConsumer ServicesUnited States3.78%
Exlservice Holdings IncUS EquityIndustrial ServicesUnited States3.54%
Westinghouse Air Brake Techs CorpUS EquityIndustrial GoodsUnited States3.53%
Cirrus Logic IncUS EquityTechnologyUnited States3.49%
Carter's IncUS EquityConsumer ServicesUnited States3.43%
Maximus IncUS EquityIndustrial ServicesUnited States3.36%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.74 -6.68 -10.75 -14.25 -9.16 5.30 4.42 11.56
Benchmark -0.93 -6.87 -10.87 -13.27 -5.21 8.49 7.42 13.46
Quartile Ranking 4 2 2 2 3 4 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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