Phoenix Insight Small-Cap Opport A
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Small Growth | | Fund Family: | Phoenix | | Net Assets: | 41.20M | | Year-to-Date Return: | 1.76% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Mar-99 |
|
Jason Bulinski
Lead Manager since
18-May-06 | | | Bulinski joined HIM in 2003, prior to that Bulinski was a credit associate for a large banking institution and served as co-manager of an endowment fund for a university. He has 4 years of investment management 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 |
|
| |
| The investment seeks capital appreciation. The fund invests at least 80% of assets in equity securities of small capitalization companies within the market capitalization range of the companies in the Russell 2000 Small Stock index. |
| Last Dividend
(25-Apr-06):
| 0.03 | | Last Cap Gain
(20-Dec-07):
| 3.47 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 111.80% |
|
| Expense | HSCZX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$949 | $702 | | 5 Yr Expense Projection*: |
$1,223 | $1,111 | | 10 Yr Expense Projection*: |
$2,001 | $2,197 |
|
|
0.65% Nasdaq 
0.27%
Profile
