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Co-operators Canadian Resource VP (COOPERATORSR.TO)

231.06 Up 4.26(1.88%) Oct 23

Profile as of Sep 29, 2014Get Profile for:
Co-operators Canadian Resource VP
130 Macdonell Street
Fund Overview 
Category:Natural Resources Equity
Fund Family:Co-operators Life Insurance Company
Net Assets:26.50M
Year-to-Date Return:8.29%
Morningstar Rating:3 stars
Fund Inception Date:Oct 1, 2003
Morningstar Style Box 
Natural Resources Equity
[View Category Definition]
View Top Natural Resources Equity Funds
About the Morningstar Style Box
Management Information 
Todd Kapala
Lead Manager since Mar 22, 2005
Todd Kapala was promoted to the position of Portfolio Manager, Canadian Equities in May 2006. Todd is responsible for effecting the decisions made by the Canadian Equity team for all of the insurance portfolios. Todd continues to be responsible for the analysis of certain sectors of the Canadian equity market and for the recommendation of sector weights and stock holdings within his sectors for both the pension and insurance accounts.
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
COOPERATORSR.TO can be purchased from 0 brokerages.

Fund Summary 
The principal investment objective of the Fund is to achieve long-term capital appreciation by investing in equity securities of large capitalization Canadian resource companies. The relative investment return objective is to regularly achieve, over running five-year periods, above-median total fund performance relative to other funds with similar objectives.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 69.60%
Average for Category:76.65%
Fees & Expenses 
ExpenseCOOPERATORSR.TOCategory Avg
Annual Report Expense Ratio (net):2.73%2.55%
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/A819
5 Yr Expense Projection*:N/A1,436
10 Yr Expense Projection*:N/A3,268
* Per $10,000 invested