Phoenix Market Neutral B
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-4361
| Category: | Long-Short | | Fund Family: | Phoenix | | Net Assets: | 1.78M | | Year-to-Date Return: | -4.68% | | Yield: | 0.95% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-98 |
|
Robert Eastman
Lead Manager since
11-Jan-08 | | | no bio |
| 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 long-term capital appreciation. The fund invests primarily in long and short positions of equity securities. Management seeks to neutralize the effects of stock market fluctuations on the fund's performance. The fund may invest in foreign securities. |
| Last Dividend
(20-Dec-07):
| 0.09 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 394.00% | | Average for Category:
| 294.11% |
|
| Expense | EMNBX | Category
Avg | | Total Expense Ratio: | 2.67%
| 2.25% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.46% | | Max Deferred Sales Load: | 5.00%
| 2.14% | | 3 Yr Expense Projection*: |
$1,696 | $1,003 | | 5 Yr Expense Projection*: |
$2,436 | $1,719 | | 10 Yr Expense Projection*: |
$4,518 | $3,411 |
|
|
1.47% Nasdaq 
Profile
