Phoenix Small-Cap Growth C
101 Munson Street Greenfield MA 01301
Phone: 800-243-4361
| Category: |
Small Growth |
| Fund Family: |
Phoenix |
| Net Assets: |
15.35M |
| Year-to-Date Return: |
7.82% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
08-Oct-96 |
|
Yossi Lipsker
Lead Manager since
01-May-00 |
|
| Lipsker serves as vice president and portfolio manager with Roger Engemann & Associates, his employer since 1995. Lipsker holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
$25 |
| Min Initial Investment, AIP: |
$500 |
| Min Subsequent Investment: |
$25 |
| Min Subsequent Investment, IRA: |
$25 |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of companies that have market capitalizations of below $2.5 billion at the time of purchase. The fund emphasizes the purchase of common stocks of domestic corporations with rapidly growing earnings per share. |
| Last Dividend
|
N/A |
| Last Cap Gain
(21-Dec-98):
|
0.02 |
| Annual Holdings Turnover
|
22.00% |
| Average for Category:
|
116.44% |
|
| Expense |
PEMCX |
Category
Avg |
| Total Expense Ratio: |
2.36%
|
1.61% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.33% |
| Max Deferred Sales Load: |
1.00%
|
2.65% |
| 3 Yr Expense Projection*: |
$758 |
$694 |
| 5 Yr Expense Projection*: |
$1,296 |
$1,082 |
| 10 Yr Expense Projection*: |
$2,766 |
$2,158 |
|
|
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