Phoenix Insight Interm T/E Bond C
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Muni National Interm | | Fund Family: | Phoenix | | Net Assets: | 630.00K | | Year-to-Date Return: | 0.31% | | Yield: | 3.09% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-Jun-06 |
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George W. Selby
Lead Manager since
01-Jan-98 | | | Selby serves as principal and portfolio manager with Harris Investment Management, his employer since September 1998. Previously, he served as executive director of municipal bond sales for a brokerage firm. Selby is a Certified Public Accountant. |
| 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 exempt from federal income tax. The fund invests at least 80% of assets in a broad range of municipal securities exempt from federal income tax and not subject to the alternative minimum tax. It may invest in letters of credit and U.S. government obligations. The fund typically maintains a dollar-weighted average portfolio maturity of between three and 10 years. |
| Last Dividend
(29-Aug-08):
| 0.03 | | Last Cap Gain
(20-Jun-08):
| 0.01 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 40.32% |
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| Expense | PCXIX | Category
Avg | | Total Expense Ratio: | 1.60%
| 0.94% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 3.56% | | Max Deferred Sales Load: | 1.00%
| 2.43% | | 3 Yr Expense Projection*: |
$515 | $469 | | 5 Yr Expense Projection*: |
$888 | $706 | | 10 Yr Expense Projection*: |
$1,936 | $1,380 |
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