# Phoenix CA Tax-Exempt Bond Fund — new fund registration

PHOENIX OPPORTUNITIES TRUST registered 10 new fund series on Form 485APOS, filed 2007-04-13. Featured series: Phoenix CA Tax-Exempt Bond Fund.

## Registration

- Registrant / trust: PHOENIX OPPORTUNITIES TRUST
- CIK: 0001005020
- Form: 485APOS
- Filed: 2007-04-13
- State of incorporation: DE
- Accession: 0000949377-07-000248

## Series & classes (38)

_Showing 25 of 38 series/class rows._

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [PHOENIX BOND FUND](https://search.stillhousedata.com/fund/S000001336) | CLASS A | SAVAX | — |
| [PHOENIX BOND FUND](https://search.stillhousedata.com/fund/S000001336) | CLASS B | SAVBX | — |
| [PHOENIX BOND FUND](https://search.stillhousedata.com/fund/S000001336) | CLASS C | SAVCX | — |
| [PHOENIX BOND FUND](https://search.stillhousedata.com/fund/S000001336) | CLASS I | SAVYX | — |
| [PHOENIX EARNINGS DRIVEN GROWTH FUND](https://search.stillhousedata.com/fund/S000001338) | CLASS A | EDGEX | — |
| [PHOENIX EARNINGS DRIVEN GROWTH FUND](https://search.stillhousedata.com/fund/S000001338) | CLASS B | EDBEX | — |
| [PHOENIX EARNINGS DRIVEN GROWTH FUND](https://search.stillhousedata.com/fund/S000001338) | CLASS C | EDBCX | — |
| [PHOENIX EARNINGS DRIVEN GROWTH FUND](https://search.stillhousedata.com/fund/S000001338) | CLASS I | EDGIX | — |
| [Phoenix Growth Opportunities Fund](https://search.stillhousedata.com/fund/S000013160) | Class A | TLCGX | — |
| [Phoenix Growth Opportunities Fund](https://search.stillhousedata.com/fund/S000013160) | Class C | TGOCX | — |
| [Phoenix CA Tax-Exempt Bond Fund](https://search.stillhousedata.com/fund/S000018001) | Class A | — | Yes |
| [Phoenix CA Tax-Exempt Bond Fund](https://search.stillhousedata.com/fund/S000018001) | Class I | — | Yes |
| [Phoenix Real Estate Securities Fund](https://search.stillhousedata.com/fund/S000018002) | Class A | PHRAX | Yes |
| [Phoenix Real Estate Securities Fund](https://search.stillhousedata.com/fund/S000018002) | Class B | — | Yes |
| [Phoenix Real Estate Securities Fund](https://search.stillhousedata.com/fund/S000018002) | Class C | PHRCX | Yes |
| [Phoenix Real Estate Securities Fund](https://search.stillhousedata.com/fund/S000018002) | Class I | PHRIX | Yes |
| [Phoenix Core Bond Fund](https://search.stillhousedata.com/fund/S000018003) | Class A | — | Yes |
| [Phoenix Core Bond Fund](https://search.stillhousedata.com/fund/S000018003) | Class B | — | Yes |
| [Phoenix Core Bond Fund](https://search.stillhousedata.com/fund/S000018003) | Class C | — | Yes |
| [Phoenix Emerging Markets Bond Fund](https://search.stillhousedata.com/fund/S000018004) | Class A | — | Yes |
| [Phoenix Emerging Markets Bond Fund](https://search.stillhousedata.com/fund/S000018004) | Class B | — | Yes |
| [Phoenix Emerging Markets Bond Fund](https://search.stillhousedata.com/fund/S000018004) | Class C | — | Yes |
| [Phoenix High Yield Fund](https://search.stillhousedata.com/fund/S000018005) | Class B | — | Yes |
| [Phoenix High Yield Fund](https://search.stillhousedata.com/fund/S000018005) | Class C | PGHCX | Yes |
| [Phoenix High Yield Fund](https://search.stillhousedata.com/fund/S000018005) | Class A | PHCHX | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 1.15%
- Management fee: 0.45%
- Net expense ratio: 0.85%
- Other expenses: 0.45%

## Investment objective

The fund has investment objectives of obtaining a high level of current income exempt from California state and local income taxes, as well as federal income tax, consistent with the preservation of capital.

## Advisers

- [Virtus Investment Advisers, Inc. (Advisor)](https://search.stillhousedata.com/firm/106982)
- [Newfleet Asset Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/104532)

## Other filings by this registrant (15)

- [485APOS — 2023-11-28](https://search.stillhousedata.com/launch/0000930413-23-002500)
- [485APOS — 2021-12-06](https://search.stillhousedata.com/launch/0001104659-21-146835)
- [485APOS — 2021-11-24 (12 new series)](https://search.stillhousedata.com/launch/0001104659-21-143577)
- [485APOS — 2021-07-26](https://search.stillhousedata.com/launch/0001104659-21-095725)
- [485APOS — 2021-03-29 (4 new series)](https://search.stillhousedata.com/launch/0001104659-21-043113)
- [485APOS — 2020-07-02](https://search.stillhousedata.com/launch/0001104659-20-080445)
- [485APOS — 2019-11-15](https://search.stillhousedata.com/launch/0001104659-19-064639)
- [485APOS — 2019-07-16 (4 new series)](https://search.stillhousedata.com/launch/0001144204-19-034791)
- [485APOS — 2016-07-08 (10 new series)](https://search.stillhousedata.com/launch/0001571049-16-016514)
- [485APOS — 2015-03-20](https://search.stillhousedata.com/launch/0001571049-15-002112)
- [485APOS — 2015-03-13](https://search.stillhousedata.com/launch/0001571049-15-001929)
- [485APOS — 2015-01-23](https://search.stillhousedata.com/launch/0001571049-15-000374)

## More

- [Registrant profile: PHOENIX OPPORTUNITIES TRUST](https://search.stillhousedata.com/registrant/1005020)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000949377-07-000248.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.