Phoenix Insight High Yield Bond A 101 Munson Street Greenfield MA 01301
Phone: 800-243-1574
| Category: |
High Yield Bond |
| Fund Family: |
Phoenix |
| Net Assets: |
5.32M |
| Year-to-Date Return: |
2.34% |
| Yield: |
7.28% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
17-May-04 |
|
Al Alaimo
Lead Manager since
18-May-06 |
|
| Alaimo is portfolio manager and fixed income director of research at Seneca, his employer since 2001. Prior to joining the company, he worked as a managing director at Banc of America Securities LLC from 1996. Alaimo holds the Chartered Financial Analyst designation, and he is also a Certified Public Accountant. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
$25 |
| Min Initial Investment, AIP: |
$25 |
| Min Subsequent Investment: |
$25 |
| Min Subsequent Investment, IRA: |
$25 |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks total returns through a combination of income and capital appreciation. The fund invests at least 80% of assets in high yield domestic and foreign bonds. |
| Last Dividend
(31-Dec-07):
|
0.08 |
| Last Cap Gain
(21-Jun-05):
|
0.04 |
| Annual Holdings Turnover
|
147.00% |
| Average for Category:
|
117.23% |
|
| Expense |
HHYZX |
Category Avg |
| Total Expense Ratio: |
0.96%
|
1.26% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
4.75%
|
4.41% |
| Max Deferred Sales Load: |
0.00%
|
2.72% |
| 3 Yr Expense Projection*: |
$763 |
$577 |
| 5 Yr Expense Projection*: |
$976 |
$879 |
| 10 Yr Expense Projection*: |
$1,586 |
$1,735 |
|
|