(As of 6/30/2021)

IG Mackenzie U.S. Opportunities Fund C

(U.S. Small/Mid Cap Equity)



2014


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/15/1996)
7.51 %
YTD Return 14.33 %
NAVPS
(7/30/2021)
$30.43
Change $0.04 / 0.12 %
Growth of $10,000 (As of June 30, 2021)
MER 2.94 %
Assets ($mil) $48.82
Rank (1Yr) 122/263
Std Dev (3Yr) 19.12 %
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.
Management Co.
I.G. Investment Management, Ltd.
Managers
  • Sonny Aggarwal, Mackenzie Financial Corporation
  • Philip Taller, Mackenzie Financial Corporation
 
Asset Allocation
(As of April 30, 2021)
Sector Allocation
(As of April 30, 2021)
Geographic Allocation
(As of April 30, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Westinghouse Air Brake Technologies CorpUS EquityIndustrial GoodsUnited States4.47%
Syneos Health IncUS EquityHealthcareUnited States4.46%
Progressive CorpUS EquityFinancial ServicesUnited States4.09%
Akamai Technologies IncUS EquityTechnologyUnited States3.95%
Signature BankUS EquityFinancial ServicesUnited States3.95%
Carter's IncUS EquityConsumer ServicesUnited States3.89%
Maximus IncUS EquityHealthcareUnited States3.81%
Dentsply Sirona IncUS EquityHealthcareUnited States3.80%
Markel CorpUS EquityFinancial ServicesUnited States3.78%
Ralph Lauren CorpUS EquityConsumer GoodsUnited States3.70%

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.15 6.84 14.33 14.33 36.10 9.86 9.73 12.60
Benchmark 3.44 4.28 13.57 13.57 38.68 11.10 13.71 14.67
Quartile Ranking 1 1 3 3 2 2 3 3

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 8.07 19.68 -8.06 2.49 12.62 13.07 26.47 42.84 8.34 1.33
Benchmark 11.78 21.65 -2.87 8.66 14.08 11.76 18.40 44.35 16.54 -0.99
Quartile Ranking 2 2 3 4 2 3 1 3 4 2

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