
Access a market sweet spot
NEWUS Mid Cap Opportunities Fund
Top growth managers plus Nimble investment edge plus Fast growing businesses
That's better together
Everything you need to know
Mackenzie US Mid Cap Opportunities Fund
Why invest in this fund?
- Access mid cap stocks that can offer a unique risk-return ‘sweet spot’ between fast-growing small businesses and mature large companies.
- Leverage our team’s investment edge to discern between ideas and real business opportunities.
- Seek alpha in an under-researched universe of US mid caps with a concentrated portfolio of high-quality, innovative, secular growth businesses.
Key Facts
Portfolio Managers

Phil Taller, MBA
Senior Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 1991

Sonny Aggarwal, MBA
Vice President, Portfolio Manager
Mackenzie Growth TeamInvestment experience since 2000
Commentary
Performance
Portfolio
Codes & Fees
Historical Data
Resources
Fund Materials
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Quarterly Fund Review - Mackenzie US Mid Cap Opportunities Fund pdf 162KB
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Investor page - The sweet spot of growth and stability pdf 765KB
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Fund Profile - Mackenzie US Mid Cap Opportunities Fund Series F pdf 141KB
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Fund ProfileMackenzie US Mid Cap Opportunities Fund pdf 142KB
Regulatory Documents
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- Fund Facts
- Prospectus & Annual Information Form
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Quarterly Portfolio Disclosure - 1st Quarter – Mackenzie US Mid Cap Opportunities Fund pdf 63KB
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MRFP – Semi-annual – Mackenzie US Mid Cap Opportunities Fund pdf 1376KB
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Financial Statements – Semi-annual – Mackenzie US Mid Cap Opportunities Fund pdf 365KB
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Financial Statements – Annual – Mackenzie US Mid Cap Opportunities Fund pdf 328KB
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MRFP – Annual – Mackenzie US Mid Cap Opportunities Fund pdf 184KB
Other US Equity
- Mackenzie Private US Equity Pool
- Mackenzie US Growth Class
- Mackenzie Private US Equity Pool Class
- Mackenzie US Small-Mid Cap Growth Class
- Mackenzie US Small-Mid Cap Growth Currency Neutral Class
- Mackenzie Maximum Diversification US Index Fund
- Mackenzie US Mid Cap Opportunities Currency Neutral Fund
- See all US Equity