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    Co-operators Canadian Equity VP (COOPERATORSD.TO)

    194.84 Down 0.51(0.26%) Apr 28

    Profile as of Mar 30, 2016Get Profile for:
    Co-operators Canadian Equity VP
    130 Macdonell Street
    Fund Overview 
    Category:Canadian Equity
    Fund Family:Co-operators Life Insurance Company
    Net Assets:104.00M
    Year-to-Date Return:3.57%
    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 : 56.10%
    Average for Category:26.13%
    Fees & Expenses 
    ExpenseCOOPERATORSD.TOCategory Avg
    Annual Report Expense Ratio (net):2.71%1.82%
    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/A570
    5 Yr Expense Projection*:N/A998
    10 Yr Expense Projection*:N/A2,268
    * Per $10,000 invested