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Mackenzie de croissance américaine I (0P0001N8QW.TO)

Toronto - Toronto Delayed Price. Currency in CAD
37.28-0.22 (-0.59%)
At close: 03:00PM EST

Mackenzie de croissance américaine I

180 Queen Street West

Management Information
,Lead Manager since December 31, 2021
Tyler is the lead portfolio manager for BMO Asset Management’s Canadian Small Cap strategy and is responsible for all of the firm’s Canadian small cap mandates. He joined BMO Asset Management in 2007 as an analyst, covering multiple sectors with a focus on small capitalization equities. Tyler served as back-up manager of the small cap strategies before subsequently assuming his position as lead manager. Tyler holds a Bachelor of Commerce degree from Queen’s 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

Fund FamilyMackenzie Investments
Net Assets562.17M
YTD Return12.23%
Morningstar Rating★★★
Inception DateMar 31, 2019

Fund Operations

Last Dividend0.14
Last Cap GainN/A
Holdings Turnover42.08%
Average for CategoryN/A

Fees & Expenses

Expense0P0001N8QW.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