BB&T Capital Manager Equity 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: | 180.00K | | Year-to-Date Return: | 20.97% | | Yield: | 0.87% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Mar-01 |
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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 investment seeks capital appreciation. The fund invests primarily in a group of diversified BB&T funds which invest primarily in equity securities. It invests up to 100% of total assets in underlying funds which invest primarily in equity securities and up to 10% of total assets in underlying funds which invest primarily in fixed-income securities and money market funds. The fund may invest in excess of 10% of total assets in money market funds during periods of large shareholder inflows or when the portfolio management team is rebalancing the portfolio. |
| Last Dividend
(31-Dec-08):
| 0.06 | | Last Cap Gain
(12-Dec-07):
| 1.81 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 78.74% |
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| Expense | BCATX | 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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