Phoenix Insight Balanced A
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Moderate Allocation | | Fund Family: | Phoenix | | Net Assets: | 9.54M | | Year-to-Date Return: | -1.92% | | Yield: | 1.96% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Feb-99 |
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C. Thomas Johnson
Lead Manager since
24-Mar-97 | | | Johnson is a Senior Partner and the Head of U.S. Equities at Harris Investment Management. All 38 years of his career have been spent with the Harris organization. His responsibilities include overseeing the US Equity Portfolio Management and Relationship Management teams. He holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of Chicago. |
| 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 |
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| The investment seeks current income and capital appreciation. The fund primarily invests in fixed income securities and equity securities. It may invest between 40% and 65% of assets in equity securities and at least 25% of assets in fixed income securities. The fund seeks to provide an overall return comprising between 40% and 65% of the return of the S&P 500 Stock index and between 35% and 60% of the return of the Lehman Brothers Aggregate Bond index. |
| Last Dividend
(20-Mar-08):
| 0.06 | | Last Cap Gain
(20-Dec-07):
| 1.16 | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 70.12% |
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| Expense | HIBZX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.77% | | 3 Yr Expense Projection*: |
$881 | $630 | | 5 Yr Expense Projection*: |
$1,106 | $963 | | 10 Yr Expense Projection*: |
$1,751 | $1,882 |
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1.36% Nasdaq 0.00%
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