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Phoenix offers a broad selection of professionally managed mutual funds that span all asset classes and investment. These funds are managed by dedicated managers with years of experience behind them. They consistently strive to monitor the investment everyday to extract the maximum benefit for the investor and the company. The mutual funds that are distributed by Phoenix Equity Planning Corporation, member NASD and subsidiary of Phoenix Investment Partners, Ltd., a member of The Phoenix Companies, Inc a managed account is a separate portfolio of investments owned directly by an investor and managed by a professional money manager for a fee.

A closed-end fund is a regulated investment company that offers a fixed number of shares that are traded on a stock exchange, just like stocks. Phoenix offers closed-end funds from Zweig and Duff & Phelps PXP Institutional Markets Group, Ltd. provides a centralized and coordinated approach to institutional distribution for its partners and clients. Each partner focuses exclusively on managing money and client relationships while the administrative functions including technology, compliance, accounting, public relations and marketing are centralized within PXP Institutional Markets Group. Each manager acts as an owner-operator, maintaining its unique culture and autonomous investment discipline, while still deriving significant benefit and support from being a Phoenix Investment Partner.

Individual investment products include Phoenix Funds family of mutual funds managed by a variety of talented managers specializing in diverse investment styles, Closed-end mutual funds etc. Phoenix Investment Partners also provides institutional money management to corporate public and Taft-Hartley pension funds, endowments, foundations, insurance companies and subadvisory accounts. In all, as stated in The Phoenix Companies' third quarter earnings report, Phoenix Investment Partners managed 38.8 billion dollars in third-party assets for individuals and institutions as of September 30, 2005.

Do not pay too much attention to the top-performing funds over the past 12 months. Recent performance does not necessarily mean they will always out perform other mutual funds. It is the successful long term mutual funds performance and consistency that you should pay close attention to. You should also watch the annual fees or charges for the mutual funds investment. In general, you don't want to choose a high-expense fund if there is an equally attractive fund with lower expenses.

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