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Mawer U.S. Mid Cap Equity Fund
( As at March 31, 2026 )
Fund Code
MAW180
Asset Class
Equity Funds
NAV
Morningstar Rating™
starstarstar
(As at Invalid Date)
Fund Overview
Objective:
The Fund invests primarily in equity and equity-related securities of U.S. mid-capitalization entities. Treasury bills or short-term investments, not exceeding three years to maturity will also be used.
Investment Strategy:
In order to achieve its investment objectives, the Manager systematically creates a broadly diversified portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. The Manager employs a highly disciplined, research-driven, bottom-up process and long-term holding period to allow for investor recognition or corporate growth, and to minimize transaction costs.
Investor Suitability:
Investors seeking long-term, above average growth who can tolerate equity volatility. Medium risk.
Key Fund Facts
Fund Code:
MAW180
Series Start Date:
Sep 27, 2021
Fund Net Asset Value:
Total Net Asset Value (Series A):
RRSP Eligibility:
Yes
Management Expense Ratio:
1.45% (as at 31 Dec 2025)
Meet the Fund Manager(s)
Jeff MoCFA
Portfolio Manager, Cdn Small Cap Equity, U.S. Mid Cap Equity
placeCalgary
Fund Commentary
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A Word From the Fund Manager
Jeff Mo, CFA
Position / Title
00:00
Transcript:
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Placeholder for now
— Jeff Mo, Portfolio Manager, Cdn Small Cap Equity, U.S. Mid Cap Equity