Mackenzie Global Small-Mid Cap D (0P0001JCKW.TO)
Toronto - Toronto Delayed Price. Currency in CAD
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Mackenzie Global Small-Mid Cap D
180 Queen Street West
416-922-5322
Management Information
,Lead Manager since February 25, 2020
Phil Taller, Senior Vice President, Investment Management, is the Head of the Mackenzie Growth Team. Phil’s area of expertise is U.S. mid-cap stocks. Phil's career in the investment industry began in 1991 as a Research Associate. Starting in 1995, Phil was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team. His focus was on bottom-up company analysis.
Phil has a Bachelor’s degree from the University of Waterloo, an MBA from the Schulich School of Business at York University, and is 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.
Fund Overview
CategoryN/A
Fund FamilyMackenzie Investments
Net Assets218.42M
YTD Return6.92%
Yield0.00%
Morningstar Rating★★★
Inception DateFeb 25, 2020
Fund Operations
Last Dividend0.00
Last Cap GainN/A
Holdings Turnover10.20%
Average for CategoryN/A
Fees & Expenses
Expense0P0001JCKW.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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