Toronto - Delayed Quote CAD

Co-operators Mawer Balanced N75100NL (0P00018L27.TO)

160.76
-0.21
(-0.13%)
At close: February 14 at 3:00:00 PM EST

Fund Summary

null

Co-operators Mawer Balanced N75100NL

1920 College Avenue
306 347 6200

Fund Overview

Category --
Fund Family Co-operators Life Insurance Company
Net Assets 121.58M
YTD Return 3.43%
Yield 0.00%
Morningstar Rating
Inception Date Dec 22, 2014

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 0.16%
Average for Category --

Fees & Expenses

Expense 0P00018L27.TO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Greg Peterson is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is also lead manager of the Mawer Balanced Strategy and Mawer Global Balanced Strategy, as well as the asset allocation team lead. Mr. Peterson served on Mawer’s Board of Directors from 2004 to 2020. Mr. Peterson has been working in the financial services industry since 1991. He is a Chartered Financial Analyst charterholder; member of the CFA Institute, the Calgary CFA Society; a Calgary Flames Ambassador; and is a past treasurer and director of Ronald McDonald House, Southern Alberta.

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.

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