U.S. equity funds
Different funds to achieve unique goals
Whether you want to minimize the impact of taxes, draw an income or something else, you have options with our mutual funds.
What are U.S. equity funds?
With a tendency to have more risk than balanced funds, U.S. equity funds invest primarily in U.S. stocks.
U.S. equity funds you can choose from
| Fund name | What it invests in |
Fund objectives | Ideal investor |
|---|---|---|---|
|
Canada Life U.S. Value Fund |
Primarily equities U.S. corporations |
Above-average total return |
Medium to long-term investors who can handle stock market volatility and have a medium risk tolerance |
|
Canada Life U.S. Dividend Fund |
Primarily in dividend income-producing U.S. equities that offer above average yields, and/or potential for growing their yields |
Long-term capital growth and dividend income |
Medium to long-term investors who can handle stock market volatility and have a medium risk tolerance |
|
Mackenzie U.S. Small-Mid Cap Growth Class |
Primarily equities of small to mid-capitalization U.S. companies |
Long-term capital growth and a reasonable rate of return |
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance |
|
Canada Life U.S. All Cap Growth Fund |
Primarily equities of U.S. companies of any size | Long-term capital growth |
Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance |
| Canada Life American Equity Fund | Primarily in common stocks and other equity securities of U.S. issuers | Long-term capital enhancement | Long-term investors who can handle stock market volatility and have a medium risk tolerance |
| Canada Life U.S. Equity Fund | Primarily in large-cap U.S. stocks with above-average growth potential | Long-term capital appreciation | Long-term investors who can handle stock market volatility and have a medium risk tolerance |
| Canada Life US Mid Cap Opportunities Fund | Primarily in equities of mid-capitalization companies in the U. S. | Long-term capital growth and a reasonable rate of return | Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance |
| Canada Life Pathways U.S. Concentrated Equity Fund | Primarily in equities of U.S. corporations | Maximize long-term capital appreciation | Medium to long-term investors who can handle the volatility of stock markets and have a medium risk tolerance |
Get mutual fund facts and details
It’s important to make informed financial decisions with the help of your advisor. Through Fundata, you can learn more about our funds with these reports:
- Check the historical performance of your specific fund, under Resources, select the first icon
- Explore the top holdings of a specific fund, plus it’s risk rating, and asset, geographic and sector allocations, under Resources select the second icon
- Access the fund facts for your specific mutual fund with performance history, holdings, risks and costs, under Resources select the third icon
Meet our fund managers
It’s important to know who is managing your money. Our mutual fund managers are regularly reviewed and monitored for corporate structure, compliance processes, investment style and risk and investment performance.
Explore more types of mutual funds
Canada Life Mutual Funds and Canada Life Pathways funds available through a mutual fund managed by Mackenzie Financial Corporation offered exclusively through Quadrus Investment Services Ltd. Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.