Mackenzie US Sm Mid Cap Growth Class Series A

(U.S. Small/Mid Cap Equity)



2018


FundGrade A+® Rating recipient
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Inception Return
(11/8/2002)
-
YTD Return -
NAVPS
(7/30/2021)
$56.98
Change $0.07 / 0.12 %
Growth of $10,000 (Data not available)
Data not available
MER 2.53 %
Assets ($mil) $1,092.65
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The Fund seeks long-term growth of capital and a reasonable rate of return by investing primarily in U.S. equity securities. The Fund may also invest from time to time in equity securities of companies based outside of North America and in fixed income securities of U.S. and Canadian corporations and government bodies.
Management Co.
Managers
  • Philip Taller, Mackenzie Financial Corporation
  • Sonny Aggarwal, 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
Data not available

Performance Data (Data not available)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -    -    -    -    -    -    -    -   
Benchmark 3.44 4.28 13.57 13.57 38.68 11.10 13.71 14.67
Quartile Ranking - - - - - - - -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund -      -      -      -      -      -      -      -      -      -     
Benchmark 11.78 21.65 -2.87 8.66 14.08 11.76 18.40 44.35 16.54 -0.99
Quartile Ranking - - - - - - - - - -

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