Phoenix Capital Growth C
101 Munson Steet Greenfield MA 01301
Map
Phone: 800-243-4361
| Category: | Large Growth | | Fund Family: | Phoenix | | Net Assets: | 3.06M | | Year-to-Date Return: | -13.57% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 21-Nov-06 |
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T. Andrew Janes
Lead Manager since
30-Jun-06 | | | Andrew Janes is a partner and portfolio manager for Harris Investment Management. He has over 13 years in portfolio management, investment research and trust administration experience. Andrew joined the Harris from an Ohio bank where he was a fund manager and senior portfolio manager. Andrew received his undergraduate degree in economics from Ohio State University and his J.D. from Capital University of Law in Columbus. |
| 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 capital appreciation. The fund normally invests at least 80% of total assets in common stocks that have market capitalizations similar to the range of companies included in the Russell 1000(R) Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 98.32% |
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| Expense | PHCAX | Category
Avg | | Total Expense Ratio: | 2.17%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$655 | $622 | | 5 Yr Expense Projection*: |
$1,124 | $957 | | 10 Yr Expense Projection*: |
$2,421 | $1,889 |
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1.49% Nasdaq 
0.27%
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