Phoenix Insight Index A
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Large Blend | | Fund Family: | Phoenix | | Net Assets: | 14.38M | | Year-to-Date Return: | -11.77% | | Yield: | 1.41% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Apr-96 |
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Daniel L. Sido
Lead Manager since
09-Apr-04 | | | Sido serves as senior partner and portfolio manager with Harris Investment Management, his employer since 1994. Prior to joining Harris IM, he was a portfolio manager for a St. Louis investment management company, managing equity and fixed income portfolios. Sido has more than 24 years of investment 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 |
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| The investment seeks long-term growth of capital. The fund invests at least 90% of assets in 500 securities in the S&P 500 index and attempts to match its holdings of each issue with what security's proportional representation in the S&P 500 index. |
| Last Dividend
(20-Jun-08):
| 0.06 | | Last Cap Gain
(20-Jun-08):
| 0.26 | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 71.30% |
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| Expense | HIDAX | Category
Avg | | Total Expense Ratio: | 0.78%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$813 | $577 | | 5 Yr Expense Projection*: |
$989 | $877 | | 10 Yr Expense Projection*: |
$1,497 | $1,739 |
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1.49% Nasdaq 
0.27%
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