Phoenix International Strategies A
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Foreign Large Blend | | Fund Family: | Phoenix | | Net Assets: | 67.79M | | Year-to-Date Return: | -15.50% | | Yield: | 0.78% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-89 |
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Ian Beattie
Lead Manager since
01-Jul-05 | | | Ian Beattie has specialised in Asian equities for 16 years and has been Head of Asian excluding Japan funds for New Star Institutional Managers* for more than nine years. Before joining New Star, Ian worked at Royal Insurance Asset Management as a fund manager where he was responsible for a variety of Far East portfolios. Ian holds a BSc in Economics from City University.* formerly WorldInvest, which was purchased by New Star in December 2000. |
| 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 high total return consistent with reasonable risk. The fund normally invests at least 80% of assets in foreign (non-U.S.) issuers located in three or more foreign countries, which may include emerging market countries. From time to time, it may have more than 25% of assets invested in any major industrial or developed country. The fund invests primarily in common stocks of established foreign companies of any capitalization believed to have potential for growth of capital, income or both. |
| Last Dividend
(20-Dec-07):
| 0.10 | | Last Cap Gain
(20-Dec-00):
| 1.01 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 77.54% |
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| Expense | PHITX | Category
Avg | | Total Expense Ratio: | 1.62%
| 1.43% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$1,057 | $657 | | 5 Yr Expense Projection*: |
$1,406 | $1,000 | | 10 Yr Expense Projection*: |
$2,386 | $1,970 |
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0.29% Nasdaq 
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