Phoenix Growth & Income I
101 Munson Steet Greenfield MA 01301
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Phone: 800-243-1574
| Category: | Large Blend | | Fund Family: | Phoenix | | Net Assets: | 17.35M | | Year-to-Date Return: | -11.75% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 13-Nov-07 |
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Steven L. Colton
Lead Manager since
25-Sep-97 | | | Colton is a senior vice president and senior portfolio manager of Phoenix (since June 2006) and was senior vice president and senior portfolio manager of Engemann Asset Management (Engemann), an affiliate of Phoenix (January 2005 to October 2006). Prior to joining Engemann, he was managing director, senior portfolio manager of Phoenix (1997-2005). |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income and capital appreciation. The fund invests in equity securities, primarily common stocks. It normally invests at least 65% total of assets in common stocks; however, the adviser intends to invest nearly all of assets in common stocks, rather than holding significant amounts of cash and short-term investments. |
| Last Dividend
(20-Jun-08):
| 0.11 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 53.00% | | Average for Category:
| 71.30% |
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| Expense | PXIIX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$384 | $577 | | 5 Yr Expense Projection*: |
$665 | $877 | | 10 Yr Expense Projection*: |
$1,466 | $1,739 |
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1.49% Nasdaq 
0.27%
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