Phoenix Foreign Opportunities A
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Foreign Large Growth | | Fund Family: | Phoenix | | Net Assets: | 733.06M | | Year-to-Date Return: | -16.67% | | Yield: | 0.68% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-84 |
|
Rajiv Jain
Lead Manager since
16-Feb-02 | | | Jain is a managing director, senior vice president and senior portfolio manager with Vontobel Asset Management, Inc, his employer since 1994. He is responsible for the research effort and portfolio construction for international equity portfolios. Before joining Vontobel, Jain held a portfolio management position at Swiss Bank Corporation. |
| 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 normally at least 80% of assets in equity securities of issuers located outside of the United States, or which derive a significant portion of their business or profits outside of the United States in three or more foreign countries, which may include countries with emerging markets. It typically invests in the securities of medium to large capitalization companies, but it is not limited to investing in the securities of companies of any particular size. |
| Last Dividend
(20-Dec-07):
| 0.17 | | Last Cap Gain
(20-Dec-07):
| 0.48 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 85.21% |
|
| Expense | JVIAX | Category
Avg | | Total Expense Ratio: | 1.37%
| 1.54% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.33% | | Max Deferred Sales Load: | 0.00%
| 2.55% | | 3 Yr Expense Projection*: |
$991 | $726 | | 5 Yr Expense Projection*: |
$1,295 | $1,130 | | 10 Yr Expense Projection*: |
$2,156 | $2,188 |
|
|
0.29% Nasdaq 
0.14%
Profile
