Phoenix Intl Real Estate Securities I
101 Munson Street Greenfield MA 01301
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Phone: 800-243-1574
| Category: | Global Real Estate | | Fund Family: | Phoenix | | Net Assets: | 70.00K | | Year-to-Date Return: | -16.10% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Oct-07 |
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Geoffrey Dybas
Lead Manager since
02-Oct-07 | | | Dybas is a Senior Portfolio Manager of Phoenix Real Estate Securities Fund. He is also a portfolio manager for the REIT portfolios. His primary responsibilities include sharing portfolio management and trading decisions, and conducting research on the equity REIT universe. Dybas holds the Chartered Financial Analyst designation. |
| 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 long-term capital appreciation; income is a secondary consideration. The fund invests 80% of assets in equity securities issued by non-U.S companies of any capitalization that are principally engaged in the real estate industry, including common stock, preferred stock and other equity securities issued by real estate companies, such as real estate investment trusts (REITs)and similar REIT-like entities. It invests up to 20% of assets in U.S. REIT securities. The fund is nondiversified. |
| Last Dividend
(20-Jun-08):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| N/A |
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| Expense | PXRIX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.28% | | 3 Yr Expense Projection*: |
$448 | $786 | | 5 Yr Expense Projection*: |
$N/A | $1,151 | | 10 Yr Expense Projection*: |
$N/A | $2,319 |
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0.68% Nasdaq 
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