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    Co-operators Moderate Portfolio VPNL (F0CAN05TD4.TO)

    166.07 Up 0.78(0.47%) Oct 2

    Profile as of Aug 30, 2015Get Profile for:
    Co-operators Moderate Portfolio VPNL
    130 Macdonell Street
    Fund Overview 
    Category:Canadian Neutral Balanced
    Fund Family:Co-operators Life Insurance Company
    Net Assets:105.52M
    Year-to-Date Return:2.50%
    Morningstar Rating:3 stars
    Fund Inception Date:Nov 1, 2004
    Morningstar Style Box 
    Canadian Neutral Balanced
    [View Category Definition]
    View Top Canadian Neutral Balanced Funds
    About the Morningstar Style Box
    Management Information 

    Lead Manager since
    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
    F0CAN05TD4.TO can be purchased from 0 brokerages.

    Fund Summary 
    This portfolio fund’s objective is to achieve both interest income and capital growth with relatively modest levels of volatility by investing in a mix of Canadian bonds and debentures as well as medium to large capitalized Canadian and foreign companies.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 38.41%
    Average for Category:54.81%
    Fees & Expenses 
    ExpenseF0CAN05TD4.TOCategory Avg
    Annual Report Expense Ratio (net):3.29%1.80%
    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/A997
    10 Yr Expense Projection*:N/A2,268
    * Per $10,000 invested