Phoenix Foreign Opportunities Fund — new fund registration

PHOENIX OPPORTUNITIES TRUST registered 8 new fund series on Form 485APOS, filed 2007-07-09. Featured series: Phoenix Foreign Opportunities Fund.

Registration

• Registrant / trust: PHOENIX OPPORTUNITIES TRUST
• CIK: 0001005020
• Form: 485APOS
• Filed: 2007-07-09
• State of incorporation: DE
• Accession: 0001193125-07-151649
• Reported net assets: $623.9M

Series & classes (58)

Showing 25 of 58 series/class rows.

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 1.40%
• Management fee: 0.85%
• Net expense ratio: 1.39%
• Other expenses: 0.30%

Investment objective

The fund has an investment objective of long-term capital appreciation.

Advisers

• Virtus Investment Advisers, Inc. (Advisor)
• Vontobel Asset Management, Inc. (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2023-11-28
• 485APOS — 2021-12-06
• 485APOS — 2021-11-24 (12 new series)
• 485APOS — 2021-07-26
• 485APOS — 2021-03-29 (4 new series)
• 485APOS — 2020-07-02
• 485APOS — 2019-11-15
• 485APOS — 2019-07-16 (4 new series)
• 485APOS — 2016-07-08 (10 new series)
• 485APOS — 2015-03-20
• 485APOS — 2015-03-13
• 485APOS — 2015-01-23

More

• Registrant profile: PHOENIX OPPORTUNITIES TRUST
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search