Phoenix-Aberdeen Global Small Cap A

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Note: The following information has not been updated by the vendor since 02/18/09.

Address:	PO Box 8301
	Boston, MA 02266-8301
Phone # for sales:	1 800 243 1574
Website:	www.virtus.com/
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Phoenix-Aberdeen Global Small Cap A

Symbol: PAGAX

Portfolio contains these types of investments:

Charles Stanley Grp - Rolfe & Nolan Comp Svc - Giordano Intl - Dycom Inds - Wilmington Grp - Calpine Brooktrout - Mastec - Tetra Technologies - Access Plus

Minimum Investment: $500

1-Year Profit Projection: NA

Brief fund description:

Phoenix-Aberdeen Global Small Cap Fund - Class A seeks long-term capital appreciation. The fund normally invests at least 65% of assets in a globally diversified portfolio of equities issued by small and mid-size companies. The advisor seeks companies it judges to have the potential for significant and sustained increases in earnings over an extended period of time. The fund usually invests at least 65% of assets in no less than three countries. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features.

Expenses TOP

Annual expense ratio: 2.10

Tax Efficiency: NA

Load Type:

Front

Load Percentage: 5.75

Performance TOP

Performance 3 Months: -7.1

Performance Year to Date: 13.1

Performance 12 Months: 41.6

Performance 3 Years: 16.2

Performance 5 Years: NA

Additional Comments TOP

Fund Features:

N/A

Fund Strategy:

N/A

Fund | Expenses | Performance | Additional Comments

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