Phoenix Insight Intermediate Govt A
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Intermediate-Term Bond | | Fund Family: | Phoenix | | Net Assets: | 6.34M | | Year-to-Date Return: | 2.63% | | Yield: | 3.83% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Feb-99 |
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Maureen Svagera
Lead Manager since
21-Mar-97 | | | Svagera joined Harris Investment Management in 1994 as a senior partner and portfolio manager. Prior to joining the firm, she spent five years at an investment management firm as principal vice president focusing on the mortgage and asset-backed securities. |
| 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 consistent with preservation of capital. The fund invests at least 80% of assets in U.S. government securities, including mortgage-backed securities, having an intermediate-term average maturity. The average portfolio maturity typically ranges between three and 10 years. It may invest up to 20% of assets in investment grade securities. |
| Last Dividend
(29-Aug-08):
| 0.05 | | Last Cap Gain
(14-Dec-05):
| 0.02 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 200.26% |
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| Expense | HIGZX | Category
Avg | | Total Expense Ratio: | 0.75%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$820 | $466 | | 5 Yr Expense Projection*: |
$1,073 | $718 | | 10 Yr Expense Projection*: |
$1,795 | $1,428 |
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