BB&T Capital Manager Moderate Gr I
BB&T Funds 434 Fayetteville Street Mall Raleigh, NC 27601
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Phone: 800-228-1872
| Category: | Moderate Allocation | | Fund Family: | BB&T | | Net Assets: | 1.22M | | Year-to-Date Return: | -2.12% | | Yield: | 2.37% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-97 |
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Robert F. Millikan
Lead Manager since
30-Sep-04 | | | Millikan is a senior vice president and director of fixed income management with the Adviser. He has been with the Adviser and its predecessors since February 2000. From July 1990 to February 2000, he was an investment officer with First Citizens Bank. Millikan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The fund seeks capital appreciation and income secondarily. The fund invests in (i) BB&T Funds, and (ii) other registered open-end and closed-end investment companies (including exchange-traded funds) that are not a part of the BB&T Funds group of investment companies (the ?Underlying Funds?). It invests 45% to 75% of assets in Underlying Funds which invest mainly in equity securities, 25% to 55% of assets in Underlying Funds which invest mainly in fixed income securities and up to 15% of assets in Underlying Funds which are money market funds. The fund invests in Underlying Funds which invest in securities of U.S., international and emerging market issuers. |
| Last Dividend
(31-Dec-09):
| 0.08 | | Last Cap Gain
(12-Dec-07):
| 1.13 | | Annual Holdings Turnover
| 22.46% | | Average for Category:
| 87.10% |
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| Expense | BCGTX | Category
Avg | | Total Expense Ratio: | 0.94%
| 1.02% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 353 | $643 | | 5 Yr Expense Projection*: |
$ 630 | $981 | | 10 Yr Expense Projection*: |
$ 1,421 | $1,907 |
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