Phoenix Insight Small-Cap Opport A
101 Munson Street Greenfield MA 01301
Phone: 800-243-1574
| Category: |
Small Growth |
| Fund Family: |
Phoenix |
| Net Assets: |
49.44M |
| Year-to-Date Return: |
-10.61% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
05-Mar-99 |
|
Jason Bulinski
Lead Manager since
18-May-06 |
|
| Bulinski joined HIM in 2003, prior to that Bulinski was a credit associate for a large banking institution and served as co-manager of an endowment fund for a university. He has 4 years of investment management experience. |
| 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 capital appreciation. The fund invests at least 80% of assets in equity securities of small capitalization companies within the market capitalization range of the companies in the Russell 2000 Small Stock index. |
| Last Dividend
(25-Apr-06):
|
0.03 |
| Last Cap Gain
(20-Dec-07):
|
3.47 |
| Annual Holdings Turnover
|
85.00% |
| Average for Category:
|
116.44% |
|
| Expense |
HSCZX |
Category
Avg |
| Total Expense Ratio: |
1.20%
|
1.61% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.33% |
| Max Deferred Sales Load: |
0.00%
|
2.65% |
| 3 Yr Expense Projection*: |
$928 |
$694 |
| 5 Yr Expense Projection*: |
$1,187 |
$1,082 |
| 10 Yr Expense Projection*: |
$1,924 |
$2,158 |
|
|
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