Phoenix Insight Small Cap Growth C
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Small Growth | | Fund Family: | Phoenix | | Net Assets: | 170.00K | | Year-to-Date Return: | -7.34% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-Jun-06 |
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Jason Bulinski
Lead Manager since
30-May-06 | | | Bulinski joined HIM in 2003, prior to that Bulinski was a credit associate for a large banking institution and served as co-manager of an endowment fund for a university. He has 4 years of investment management experience. |
| 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 invests at least 80% of assets in securities of small-cap companies with market capitalization less than that of the largest company in the Russell 2000 index. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 0.44 | | Annual Holdings Turnover
| 98.00% | | Average for Category:
| 114.64% |
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| Expense | PSCAX | Category
Avg | | Total Expense Ratio: | 2.15%
| 1.60% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.66% | | 3 Yr Expense Projection*: |
$673 | $686 | | 5 Yr Expense Projection*: |
$1,155 | $1,085 | | 10 Yr Expense Projection*: |
$2,493 | $2,158 |
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1.49% Nasdaq 
0.27%
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