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Co-operators Canadian Resource VP (COOPERATORSR.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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210.5200-3.15 (-1.47%)
At close: 4:00PM EDT

Co-operators Canadian Resource VP

130 Macdonell Street
Management Information
Todd Kapala,Lead Manager since January 4, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryNatural Resources Equity
Fund FamilyCo-operators Life Insurance Company
Net Assets22.87M
YTD Return13.25%
Morningstar Rating★★★★★
Inception DateSep 30, 2003

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover150.70%
Average for CategoryN/A

Fees & Expenses

ExpenseCOOPERATORSR.TOCategory Average
Annual Report Expense Ratio (net)2.72%2.34%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A