Phoenix Mid-Cap Growth A
101 Munson Steet Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Mid-Cap Growth | | Fund Family: | Phoenix | | Net Assets: | 104.90M | | Year-to-Date Return: | -4.55% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-75 |
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C. Thomas Johnson
Lead Manager since
11-Jan-08 | | | Johnson is a Senior Partner and the Head of U.S. Equities at Harris Investment Management. All 38 years of his career have been spent with the Harris organization. His responsibilities include overseeing the US Equity Portfolio Management and Relationship Management teams. He holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of Chicago. |
| 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 capital appreciation. The fund invests at least 80% of total assets in common stocks that have market capitalizations within the range of companies included in the Russell Midcap Growth Index. |
| Last Dividend
(20-Dec-95):
| 0.02 | | Last Cap Gain
(20-Dec-00):
| 2.09 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 118.45% |
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| Expense | PHSKX | Category
Avg | | Total Expense Ratio: | 1.66%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,098 | $695 | | 5 Yr Expense Projection*: |
$1,476 | $1,084 | | 10 Yr Expense Projection*: |
$2,533 | $2,130 |
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2.43% Nasdaq 0.00%
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