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Co-operators Canadian Equity VP (COOPERATORSD.TO)

185.65 Down 0.20(0.11%) Apr 14
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Profile as of Mar 30, 2014Get Profile for:
Co-operators Canadian Equity VP
130 Macdonell Street
Fund Overview 
Category:Canadian Equity
Fund Family:Co-operators Life Insurance Company
Net Assets:110.28M
Year-to-Date Return:5.31%
Morningstar Rating:3 stars
Fund Inception Date:Oct 1, 2003
Morningstar Style Box 
Canadian Equity
[View Category Definition]
View Top Canadian Equity Funds
About the Morningstar Style Box
Management Information 
Nancy Collins
Lead Manager since Nov 1, 2005
In 2005, Nancy Collins joined Co-operators as VP, Canadian Equities. Nancy brought 29 years experience with Mutual Life, Perigee and Legg Mason Canada to the position. As VP Canadian Equities, Nancy is Co-operators Canadian equity team leader and is responsible for all Canadian equity investments. Nancy holds Honours B.A. Mathematics from the University of Waterloo, achieved her FLMI designation in 1980 and attained her CFA designation in 1981.
Investment Information 
Min Initial Investment:250
Min Initial Investment, IRA:250
Min Initial Investment, AIP:50
Min Subsequent Investment:250
Min Subsequent Investment, IRA:250
Min Subsequent Investment, AIP:50
COOPERATORSD.TO can be purchased from 0 brokerages.

Fund Summary 
The investment objective of the Fund is to achieve long-term capital growth and maintain value by investing primarily in equity securities of medium to large capitalized Canadian companies.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 41.20%
Average for Category:39.53%
Fees & Expenses 
ExpenseCOOPERATORSD.TOCategory Avg
Annual Report Expense Ratio (net):2.73%1.94%
Prospectus Net Expense Ratio:N/AN/A
Prospectus Gross Expense Ratio:N/AN/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/AN/A
Max Deferred Sales Load: N/AN/A
3 Yr Expense Projection*:N/A607
5 Yr Expense Projection*:N/A1,064
10 Yr Expense Projection*:N/A2,420
* Per $10,000 invested