Toronto - Delayed Quote CAD

Mackenzie Global Small Cap Fund LW (0P0001CFQY.TO)

10.04
-0.04
(-0.45%)
At close: September 17 at 4:00:00 PM EDT

Fund Summary

The Fund seeks long-term capital growth by investing primarily in equities of small and mid-capitalization companies anywhere in the world.

Mackenzie Global Small Cap Fund LW

180 Queen Street West
800-387-0614

Fund Overview

Category Global Small/Mid Cap Equity
Fund Family Mackenzie Investments
Net Assets 703.96M
YTD Return 16.50%
Yield 0.00%
Morningstar Rating
Inception Date Dec 01, 2017

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 175.12%
Average for Category --

Fees & Expenses

Expense 0P0001CFQY.TO Category Average
Annual Report Expense Ratio (net) 2.35% 1.83%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Richard B. Weed, Lead Manager since January 01, 2016
Richard Weed, Senior Vice President, Investment Management, is the Head of the Mackenzie Systematic Strategies Team. Focusing on systematic growth strategies, Rick is the lead portfolio manager on the Mackenzie Canadian Large Cap Growth Fund and the equity component of the Mackenzie Canadian Large Cap Balanced Fund. Rick’s experience in the investment industry started in 1992 and he joined Mackenzie in 2015. Rick began his career as a consultant at a leading economic advisory firm in Cambridge, MA.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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