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    Co-operators Canadian Resource VP (COOPERATORSR.TO)

    185.16 Up 1.05(0.57%) Feb 11

    Profile as of Dec 30, 2015Get 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:17.73M
    Year-to-Date Return:-12.64%
    Morningstar Rating:5 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 : 150.70%
    Average for Category:63.21%
    Fees & Expenses 
    ExpenseCOOPERATORSR.TOCategory Avg
    Annual Report Expense Ratio (net):2.72%2.44%
    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