Mackenzie US Mid Cap Opportunities Fund Series A
NAVPS
NAVPS:$13.39
Change
$0.06 (0.41%)
Mackenzie US Mid Cap Opportunities Fund Series A
Compare to:
Inception Return
(05-27-2020)
8.60%
YTD Return
6.03%
NAVPS
(03-18-2024)
$13.39
$0.06
(0.41%)
MER
2.55%
Assets ($mil)
$1,732
1 Yr Return
9.37%
Registered Plan Eligible
Yes
Load
Choice of Front or Back
CIFSC Category
U.S. Small/Mid Cap Equity
Share Class
Commission Based Advice
Fund Codes
MFC8109(BE), MFC8108(FE), MFC8110(LL)
FUNDGRADE
Classification
Mutual
Legal Status
Trust
Sales Status
Open
Currency
CAD
Start Date
May 27, 2020
Distribution Frequency
Annual
The Fund seeks to provide long-term capital growth and a reasonable rate of return by investing primarily in equity securities of mid-capitalization companies in the United States. The Fund will pursue this objective by investing in securities directly and/or by investing in other mutual funds.
The Fund seeks companies with strong management, good growth prospects and attractive financial metrics. Emphasis is also placed on paying reasonable prices for the growth that companies in the portfolio are expected to achieve. The Fund will primarily invest in mid-capitalization companies. A portion of the Fund also may be invested in small-cap companies and/or companies based outside of the United States.
Inception Return
(05-27-2020)
8.60%
YTD Return
6.03%
FundGrade
NAVPS (03-18-2024)
$13.39
$0.06
/
0.41%
Best Month
11.48%
Worst Month
-5.98%