OTC Markets OTCPK - Delayed Quote USD

Mackenzie US Small-Mid Cap Growth D (0P0001N8UL)

14.33 -0.36 (-2.47%)
As of August 2 at 4:00 PM EDT. Market Open.

Fund Summary

Mackenzie US Small-Mid Cap Growth D

180 Queen Street West
416-922-5322

Fund Overview

Category --
Fund Family Mackenzie Investments
Net Assets 2.93B
YTD Return --
Yield --
Morningstar Rating --
Inception Date Dec 18, 2013

Fund Operations

Last Dividend 0.04
Last Cap Gain --
Holdings Turnover 18.14%
Average for Category --

Fees & Expenses

Expense 0P0001N8UL Category Average
Annual Report Expense Ratio (net) 0.00% --
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

Sonny joined Mackenzie Investments in 2014. Previously, Sonny worked at one of Canada's leading hedge fund firms, covering US equities. Prior to that, he worked as a research analyst at a small boutique investment firm for six years, covering US small- and mid-cap stocks. Sonny's career in the investment industry began in 2000. Sonny has a Bachelor of Commerce (Honours) degree from McGill University and an MBA from Oxford University. He is also a CFA charterholder.

Morningstar Style Box

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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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