COOPERATORSU.TO - Co-operators US Equity VPNL

YHD - YHD Delayed Price. Currency in CAD

Co-operators US Equity VPNL

130 Macdonell Street
Management Information
Scott Knight,Lead Manager since January 4, 2004
Bill est gestionnaire de portefeuilles, Actions internationales. Il possède 22 ans d'expérience dans le domaine des placements. Il est entré au service d'Altamira en 1998. Bill est titulaire d'un baccalauréat en économie de l'université Memorial et d'une maîtrise de l'université McMaster. Il est analyste financier agréé.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryUS Equity
Fund FamilyCo-operators Life Insurance Company
Net Assets26.73M
YTD Return-11.56%
Morningstar Rating★★★★
Inception DateOct 31, 2004

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover29.40%
Average for CategoryN/A

Fees & Expenses

ExpenseCOOPERATORSU.TOCategory Average
Annual Report Expense Ratio (net)2.87%1.70%
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