BB&T Large Cap I
BB&T FUNDS 434 Fayetteville Street Mall Raleigh,NC 27601
Map
Phone: 800-228-1872
| Category: | Large Blend | | Fund Family: | BB&T | | Net Assets: | 180.03M | | Year-to-Date Return: | 16.88% | | Yield: | 1.32% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Oct-92 |
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Stephen L. Morgan
Lead Manager since
30-Nov-09 | | | Mr. Morgan joined BB&T Asset Management, Inc. in 1999 as a Portfolio Manager. Mr. Morgan has over 25 years of investment experience and holds a B.S. in Finance & Accounting from American University in Washington, D.C. and an M.B.A. from Virginia Tech. |
| 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 investment seeks capital growth, current income or both. The fund invests at least 80% assets plus borrowings for investment purposes in the securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor?s 500 index. It may engage in securities lending. |
| Last Dividend
(29-Sep-09):
| 0.02 | | Last Cap Gain
(12-Dec-07):
| 2.73 | | Annual Holdings Turnover
| 92.97% | | Average for Category:
| 78.74% |
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| Expense | BBISX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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